Career Opportunities

Fee Based Financial Planner

We are looking for new advisors to add to our team. We provide financial planning advice to our clients. Some of our services include Fee-Based Financial Planning, Investment Advisory Services, Estate Planning, Small Business Benefits Planning, 401(k) & Retirement Planning. Once we provide the advice to our clients we then have the ability to make the appropriate products available to fill in the gaps or shortfalls in the plan. Some of these products include stocks, bonds, mutual funds, variable and fixed annuities, variable & term insurance, disability insurance, and long term care insurance.

We have developed a process for building a successful practice. We offer a full-subsidized benefits package which consists of commission plus additional financial start up assistance. We have paid training while you are accomplishing licensing registration requirements such as FINRA Series 7 & 66 as well as the Life, Accident, & Health exams.

Our training program is structured and thorough providing a solid foundation on client acquisition and business management. Our professional development expectations can lead to professional designations such as Certified Financial Planner.

We believe in a mutual selection process when selecting our advisors. We evaluate candidates through a five interview process. Our decision in hiring advisors is one we do not take lightly as it is a career decision. More importantly, your career.

We are an equal opportunity employer

Contact: Suzanne Sikkelee

Number of Openings: 1