MISSION

Helping people is what we are about.  We understand planning goes beyond numbers.  As financial professionals, we have the unique opportunity to impact lives and protect what matters most to an individual, family or business. 

WHAT WE DO

We are a leading financial services firm that believes in and practices customized investment, risk management and financial planning strategies for individuals and businesses. Our top priority is to get to know our clients first so that we appreciate their authentic needs and wants.  Our best financial strategies come from understanding our clients before products.  In return, our financial professionals have the tools and knowledge needed to provide fee-based financial planning and non-fee planning strategies designed to help our clients prepare for the future.  Our firm has more than 40 branches across the country employing approximately 5,000 financial professionals. 

THE OPPORTUNITY

We’re looking for an experienced highly motivated, achievement-driven individuals who desire the opportunity to continue to grow their financial services practice with the support and strength of one of the nation’s leading financial services firms.

INDIVIDUALS WILL BE RESPONSIBLE FOR THE FOLLOWING:

• Analyze financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives;
• Provide information/education to clients about the purpose and details of financial products, services and strategies;
• Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis;
• Contact clients periodically to determine if there have been changes in their financial status;
• Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service;
• Opportunity to participate in local and national development programs and joint work opportunities that provide comprehensive knowledge and skill training.

We encourage and support the pursuit of professional designations that are recognized and respected by clients and others in the industry, including CFP®, Chartered Financial Consultant and Chartered Life Underwriter.

WHAT YOU WILL BRING TO OUR FIRM:

• 5- 10 years of experience in comprehensive financial planning services with demonstrated ability to develop and manage plans and manage client relationships;
• Independent advisors are welcomed;
• Four-year college degree preferred and relevant professional FINRA securities registrations are a plus. If you do not have the following, you will be required to attain them, under the sponsorship (1) of : state life and health licenses, FINRA Series 7 and 66 registrations.
• MBA, JD, CFP®, CPA or ChFC, is required.
• Must be authorized to work in the United States

WHAT WE OFFER

As a financial professional, you’ll be part of a recognized, respected firm that offers:

• Comprehensive benefits including medical, dental, life and disability, 401K profit share;
• Pension, stock purchase plan, stock options and share plan;
• Intensive training and continuing education;
• Flexible schedule and career paths;
• Sponsorship for licensing & partial subsidy for higher education/credentials;
• Your recurring steam of revenue from your existing book of business will not be interupted;
• Training, support and hands-on management.

We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, our firm complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

We expressly prohibit any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of firm employees to perform their job duties may result in discipline up to and including discharge.

If you are interested in applying for this opportunity, please provide us with the following;

• Cover letter
• Resume, and/or summary of your current book of business