Financial Planner

Overview

If you have been a financial planner for at least three years, then you already know how companies restrict what you can do for your clients. While most companies say they do estate and tax planning, do they really?

What if you could truly help your clients by being in an environment where you control all aspects from the tax planning, the tax preparation and even the trust and LLC design and drafting?

You can now totally direct your clients outcome because we have all those services under one roof. Instead of begging for referrals from CPAs and Lawyers, now you can do all that on an internal team. If you have ever had a CPA or Lawyer lose you a client, now you don't have too. If you have ever felt like you give referrals to CPAs and Lawyers that don't reciprocate, you can now end all that.

Our Vison it to protect our clients by taking the normal fragmented system of financial advice and bring it all under one roof.

Our Mission In 2025, help 1000 families change the direction of their financial futures and if we help the clients become more successful then we share that with our team.

Growth If you have tried to build your book of business you also know how misleading t he industry is. From directing you to attend networking meetings to asking for referrals, the industry seems to be stuck in the 1950's. Our goal is to fully book every planners schedule with new prospects and to 10x the career path through nationwide advertising, digital leads and event marketing.

Truth If you have been working for a bank, brokerage or money manager and you have been pushed to sell certain products or services and you have integrity, you have been feeling like there has to be something more, better and upholding to the title of Fiduciary. From expensive products to the fact you're not allowed to talk about tax, trusts or asset protection, we designed our service delivery to always be open ended with no proprietary products or selected services that might be best for the firm and not the client.

NON-COPRORATE If you have worked for a bank, brokerage or firm that has a "corporate feeling" you know the drama. The back biting and internal power only takes away from what your mission is - to help clients live better. What if you could work your mission to help clients without all these roadblocks?

Rockstars only

While it is not easy to get in our firm, if you do, you know you're a Rockstar. We are only looking for someone that has a deep fired passion and a burning ambition to really help thousands of clients succeed and live better lives. If you define your success based on the success of the clients - then you might be the right fit for our firm.

This means that you have to show that you have the soft skills to work with clients in not only a harmonious way, but also have the courage to disagree with a client's desired actions if you know that these actions are not best for the client. We don't believe in "the customer is always right". If you are a true fiduciary, it means you don't always agree with what a company wants you to do, or a client that is on the wrong path.

Provable Success While we believe everyone deserves a "shot", this position is only for those that can prove success. You will have to demonstrate that you have the ability to:

• Ability to produce a comprehensive financial plan in Emoney. (If you have used other software's like Right Capital, Navi-Plan, or Money Guide Pro, this is acceptable)
• Proven experience in sales, particularly in opening a prospect all the way to closing and acquisition of assets under management.
• Strong knowledge of financial planning principles, asset management strategies, and cash management techniques.
• Familiarity with wills, trusts, estate law, and related legal frameworks is highly desirable.
• Demonstrated ability in financial analysis and customer relationship management.
• Previous experience in banking or financial sales is a must.
• Excellent communication skills with the ability to explain complex financial concepts clearly to clients.

If you are passionate about helping individuals achieve their financial goals through strategic planning and personalized service, we encourage you to apply for this exciting opportunity as a Financial Planner.

Job Type: Full-time

Pay: $95,973.00 - $349,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance

Compensation Package:

• Bonus opportunities
• Commission pay
• Hourly pay
• Profit sharing
• Yearly bonus

Schedule:

• Monday to Friday

Education:

• High school or equivalent (Preferred)

License/Certification:

• Series 65 (Required)

Ability to Commute:

• Lakewood Ranch, FL 34202 (Required)

Ability to Relocate:

• Lakewood Ranch, FL 34202: Relocate before starting work (Required)

Work Location: In person

Salary : $95,973 - $349,000