Job description

We structure an up-front bonus and transition compensation for the right fit.

Not all financial service companies are the same. Partnering with MassMutual Financial Group/MML Investors Services, you will get all these things and more. We want to help you get to the next level of success in your life and career.

Our successful advisors understand that it’s not just about the upfront transition dollars. Our experienced advisors understand this transition is about the opportunity to create a life-long partnership with their practice that is scalable and sustainable overtime.

Our advisors asked these similar questions: Can you relate?

• Do you feel like you’ve hit a ceiling within management or within your personal practice? (We’ve been there)
• Is your management bringing value and growth opportunities to you?
• Are you tired of having the same goal-planning meetings with your Managing Partner/GA where the targets keep moving?
• Are you tired of the work hard to survive mentally (and reality)?
• Are your leaders not listening and do you have a voice?
• Is your firm encouraging a collaborative approach?
• Is your firm interested in your growth or their own?
• Is your company telling you they have the best contracts in the industry?
• Is your firm charging you more than $500/month to practice there?
• Are you looking to build a bespoke planning team but the model you operate under has not evolved?

Why Switch Firm’s:

We have better contracts:

• No Office Expenses, no catch- literally $0
• We pay a higher expense allowance
• Shorter Vesting Period for your renewals
• Lower Advisory Cost Model
• Abundant Transition Package that Exceeds Renewal Promises

Customized Marketing and Branding

• Fresh Teaming Models
• DBA Friendly
• Individualized Administrative Support for Your Team

More Effective Portfolio Design

• You will have access to powerful sales tools and a large resource network, so you can focus on activities that get results.
• Unlimited Prospects

Next-Level Development

• Fee Based Planning- Coaching, Target Market- Coaching, 401k Coaching, Corporate Financial Planning Training, Bank Alliance Training, Affinity Marketing, Trust Audit Planning, Business Benefit Marketing, Niche Seminar Training
• New Business Coordinator to Handle Underwriting

Lack of Diversity (and Training)

Imagine working with the 50 A+ clients and the ability to build deeper relationships due to abundant management fees and a more efficient business models.

Who?

• Experienced Investment-oriented advisors and those with insurance-based broker/dealers (NYL, PennMutual, NWM, Prudential, Guardian, LPL, Edward Jones) or AUM-focused BD’s (Morgan – Type) Banks and Wire Houses
• Random Words to Describe Our Values: Achievement-Oriented, Ambitious, Disciplined, Driven, Enthusiastic, Entrepreneurial, Ethical, Goal-Oriented, Honest, Integrity, Intellect

Job Type: Full-time

Pay: $68,493.00 - $79,102.00 per year

Benefits:

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

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Commission pay

Ability to commute/relocate:

• New Albany, OH 43054: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Financial planning: 2 years (Required)

Work Location: In person

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