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Careers

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Paid Graduate
Apprenticeship Program

Launch Your Career in Financial Advisory

 Join our structured,two-year Paid Graduate Apprenticeship Program
and gain real-world experience, mentorship,and financial industry training.

Paid Graduate
Apprenticeship Program

Launch Your Career in Financial Advisory

 Join our structured,two-year Paid Graduate Apprenticeship Program
and gain real-world experience, mentorship,and financial industry training.

Why Join Our Program?

Your Two-Year Journey to Becoming a Financial Advisor

Year 1: Foundations & Core Training

  • Financial planning & wealth management fundamentals
  • Hands-on client case studies & simulations
  • Mentorship from senior advisors

Year 2: Specialization & Career Readiness

  • Advanced investment & tax planning
  • Real client engagement & professional networking
  • Capstone project & career transition support

Who Should Apply?

  • Recent Graduates
  • Strong Analytics
  • Passion for Finance

What Our Graduates Say

“The graduate program at inSOURCE Financial Advisors has been valuable to me. I plan to stay with inSOURCE as a financial professional.Thanks to the program’s comprehensive training,I was able to build a strong foundation in financial planning and develop key skills that set me up for success. The support from mentors and the real-world client experiences made all the difference. This program was a game-changer for my career.”

-Josh Mikus

Start Your Journey Today!

  1. Fill out the online application form
  2. Submit your application, resume and cover letter
  3. Interview with program mentors
  4. Begin your career in financial advisory
Download Application
Download Brochure
Apply Now!

Exceeding expectations

Our purpose

Keystone Financial Group’s ultimate goal is to help exceed your expectations in the area of financial planning and investing. Working within the parameters that you provide, we seek to eliminate financial inefficiencies, and plot the most suitable route for moving from point “A” to point “B”. 

More about how we help

Service disclaimer

Objective-driven strategies are about the achievement of goals, and not only about making money. This implies a balance of risk with other factors such as tax-advantaged thought, time, and the characteristics of products that may be most suitable for you and the application at hand.

About

David is a Registered Financial Consultant, Registered Financial Specialist, and Chartered Asset Manager, and is a member of the American Academy of Financial Management. He graduated from The University of Alabama in 1991 with a BS degree in Finance, and began his career with Nowlin and Associates. In July of 2006, David formed The Keystone Financial Group, and relocated his practice to Trussville, Alabama. The focal point of David’s practice is the design of both qualified and non-qualified retirement strategies for small and medium sized corporations. Other areas of practice include the structuring of retirement income, and estate strategies.

David believes activity to be important within one’s industry and community. He serves the City of Trussville as a member of its Park and Recreation Board, and upon the Advisory Board of the Trussville City Schools Foundation. He coaches youth league basketball, and serves Clearbranch United Methodist Church as its finance committee chairman. He serves Ameritas as a member of its National Field Advisory Committee. David and his family live in Trussville, Alabama. David is a native of Florence, Alabama.

Full disclosure

David R. Guttery & Seth Edgil offer products and services using the following business names: Keystone Financial Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services, LLC (AAS) – investment advisory services. AIC and AAS are not affiliated with Keystone Financial Group or any other entity mentioned herein.

Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

Online resources

FINRA.ORG

SIPC.ORG

FINRA BrokerCheck

**Securities and investment advisory services are offered solely through Ameritas Investment Company,LLC (AIC), member FINRA/SIPC.

*** The opinions and views stated in this publication are solely those of David R. Guttery and should not in any way be considered to be an endorsement by Ameritas Investment Company, LLC.

**** AIC, Keystone Financial Group, and KeystoneFinGrp.com are not affiliated. Additional products and services may be available through David Guttery or Keystone Financial Group that are not offered.

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Keystone Financial Group’s ultimate goal is to help exceed your expectations in the area of financial planning and investing.

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