Career Opportunities

• Grow your career at an expanding firm committed to promoting from within.
• Ambitious individuals have the opportunity to develop a management career without climbing a corporate ladder of seniority.
• Generous compensation package and benefits including medical, dental, vision and disability insurance, 401(k) with matching, tuition reimbursement for CFP designation, and the opportunity to qualify for business conferences in destinations such as Hawaii, Jamaica, Bahamas, Mexico, and New York.
• We will provide you with initial training to obtain industry licenses, followed by ongoing advisory and management training to elevate your career to the next level.
• Develop an entrepreneurial career with the administrative and marketing support of  an experienced team of managers.
• Implement our proven referral process to market your services and expand your business.
• Help people from all financial backgrounds, ranging from middle-income to high net worth, as you create customized plans to meet their specific needs.
• Enjoy the flexibility of working with an independent financial firm, accessing various financial solutions for your clients, without the limitations of proprietary products.

• Excellent communication and listening skills.
• Trustworthy professional with a persistent work ethic.
• Organized individual who excels in problem solving and multi-tasking.
• Motivated hard worker who displays self-confidence and a strong desire to learn.
• Entrepreneur with the passion to build a business and achieve unlimited earning potential.
• Energetic self-starter with a track record of determination, effort and achievement.
• Bachelor’s Degree, or equivalent work experience demonstrating proficiency in marketing, sales, customer service, and/or management skills.

• Build your business by contacting and meeting with warm referrals.
• Schedule appointments with confidence that your manager will mentor you through the client planning process, from situation assessment to plan implementation.
• Conduct face-to-face meetings, with the support of your manager, during which you will gather pertinent information and educate clients about fundamental financial issues.
• Analyze and manage clients’ assets and liabilities to enhance their net worth.
• Present and implement tax-efficient planning solutions to help clients accumulate tax-advantaged wealth and generate tax-free distributions.
• Provide a high level of individualized service throughout your long term consultative relationships with clients to increase loyalty and referral business.
• Expand your knowledge and financial expertise through ongoing specialized training.