Financial Advisor

Overview

2025: #4 team for overall advisor productivity & #7 team for new advisors

2024: #2 & #1 for previously aforementioned metrics

2023: #4 & #6 for previously aforementioned metrics

2022: #10 & #10 for previously aforementioned metrics

2021: #3 & #1 for previously aforementioned metrics

• The ability to positively impact someone else’s life.
• Personalized mentoring and award-winning training.
• Partnership with industry leader and Fortune 100 firm.
• Health benefits, deferred compensation, a defined benefit plan and pension.

• Selling to your friends and family.
• Calling everyone you know.
• Commission only.
• Insurance only.

• Integrated and comprehensive financial planning
• Delivered through a 1:1 relationship with human touch
• In a business you - without a restrictive, non-compete.

Many people (80 percent) find their calling in financial services after working in other industries. Wondering if you’d be a good fit? See how many of the characteristics below match up to you:

• You know how to connect with people, building personal and trusted relationships.
• You’re a driven person who’s committed to succeeding.
• You’re ready to earn more for your hard work.
• You're ready to live the life you want, both personally and professionally.
• You have a big vision for your life and are looking for the right opportunity to help you get there.