FINANCIAL PLANNER

If you are an experienced registered rep with demonstrated successful financial planning experience, our Client, a leading provider of insurance and financial services, would like to give you an opportunity to maximize your income potential.

Our Client specializes in COMPREHENSIVE FINANCIAL PLANNING.  They are looking for experienced registered reps who currently are or want to become a comprehensive financial planner and rapidly build his/her practice.

They will help you take ownership of your practice, swiftly and seamlessly transfer your existing book of business, and recession-proof your career.

The typical candidate is licensed with FINRA series 6/7  and 63. Series 65 or 66, as well as Life Agent’s license is a plus.  Currently they are expanding their operations in Louisiana. They also want to build operations in Mississippi, Alabama, Florida and Texas. 

This is a 100% “commission” based business.  

Do you feel you have reached a plateau in your professional development and income?

  Our Client offers:  

• Full marketing support
• Independence
• Own your own clients
• Tools to create new clients
• Tools to create investable assets for your clients
• The choice of working out of your own office or our branch office
• High pay-outs

Our Client deals in all areas of Financial Planning, including:

• Investments
• Insurance
• Retirement Planning
• Estate Planning
• Asset Protection
• Mortgages
• Tax Planning
• Asset Management

If you are a seasoned individual with a proven track record and established investment clientele. Please apply to become a part of our team.