Financial Advisor

Overview

We’re seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our innovative toolset, and see a strong teaming model as a means to better serve their clients.

If you’re a successful entrepreneur looking to accelerate your practice, we will support you through...

• A diversified portfolio of investment, insurance, and retirement solutions – all manufactured here, so your input can directly impact the products we develop
• A one-stop shopping hub for insurance solutions when your clients’ needs must be met with products we do not offer
• A unique business markets process that will differentiate you and help you add more value to conversations with business owners
• Concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources
• A team of seasoned investment and trust specialists to meet your clients’ unique estate planning and wealth management needs
• Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms
• State-of-the-art technology platforms and tools

• Enjoying flexibility: build your business the way that’s right for you – we respect your experience and expertise
• Seeing the pathway to success: receive the guidance and support you need to realize your vision for your practice
• Expanding your influence: we know your impact transcends families, boundaries, businesses, communities, and generations
• Being heard: because your voice matters, because you matter
• Transparency: enjoy honesty and clarity as the fundamental ingredients of partnership
• Innovation: benefit from dedicated investments into tools and technologies designed to make doing business easier for you
• Performance-based earnings and revenue from a diverse stream of commissions and fees.
• Additional performance-based income structure to support first three years for inexperienced advisors.
• Transition packages for experienced advisors.
• Renewal commissions and recurring fee income.
• Performance based bonus programs and expense allowances.
• Robust retirement package with up to 10% company contributions.
• Competitive and comprehensive medical, vision, and dental plans with subsidized premiums.
• Life Insurance and Disability Income Insurance.
• Paid programs for insurance licensing, SIE, Series 7, Series 66 and more.
• Contact us today to discuss a smooth transition to a financial firm that knows how to give entrepreneurs the resources to do what they know best.