Job Description

Summary: | We offer “At Scale” resources for Financial Advisors that blends the resources of “Big Shop” advisory companies and the entrepreneurial ethos of an “Independent Practice” model. By combining these two practice models, our Firm has the unique opportunity to create a unique experience for Financial Advisors. Our core resource model focuses on 6 key areas that directly support the Advisor to allow the Advisor to focus more on the ongoing client relationship. Our 6 key areas are as follows:

• Fee-Based Planning Platform and Support Division

• Complete and Comprehensive Insurance Division

• Wealth Management Division

• Advisory Services Division

• Marketing Division

• Technology Division

Desired Skills + Experience | As a Financial Professional you will be able to build your practice and help those in your community plan for their financial futures. We're looking for people who possess the following characteristics:

• Highly self-motivated and self-disciplined with the ability to work effectively and independently.

• Outgoing personality with the ability to develop relationships and a sincere desire to help others.

• Organized, detail-oriented, and excellent time-management skills.

• Bachelor’s degree - Finance or business discipline or equivalent work experience. -Preferred

• Life, Accident, Health & FINRA Series 6 or 7 license required (within 6 months of hire)

• Knowledge of life insurance and investment products, SEC, FINRA, IRS and state insurance regulations

• Strong technical and analytical skills required (proficient PC skills including Word, Excel, Outlook, Zoom, with the ability to navigate multiple applications during call handling)

Compensation + Benefits | Our compensation structure is both comprehensive and robust with multiple benefit options. It allows for high payouts across multiple product lines with various planning platforms. Additionally, our model offers multiple supplemental compensation opportunities to support the growth of a practice, all while building an equity-based independent ownership model.

• 401(k) matching

• Health & Dental insurance

• Health savings account

• Life insurance

• Retirement plan

• Vision insurance

**This is a commission-based role with results-driven compensation and access to a competitive benefits package, including medical and dental, life and disability income insurance, and thrift and pension plans available for qualified Financial Services Professionals

We’re a world-class planning firm…. Come see for yourself.

Job Tags

Full time, Work experience placement,

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