SEASONED SENIOR PLANNER
Whether from the investment side or the life insurance side of the financial service business, if you have at least a series 65 license and/or an insurance license, can port a book of established client relationships, and would like to advance your career and education in the advanced markets and improve your income, please contact us to discuss career opportunities.
If you are just starting out and have a college degree in business, finance, or economics, have the ability to sell, and have a desire to build a career in financial services under a seasoned mentor, please contact us to discuss career opportunities.
If you have a strong skill set in giving attention to detail and the ability to follow through, along with a demonstrable high level of proficiency in word processing and data management, please contact us to discuss career opportunities. Previous experience in either the investment management or the life and health insurance business is a plus.
LOOKING TO RETIRE AND SELL YOUR BOOK
If you are an established practitioner in the investment management business and are looking to retire in the near future and monetize your practice and many years of hard work, we would like to speak with you. Please give us a call to discuss career opportunities.