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Posted: Sunday, January 7, 2018 6:05 AM

Job Description:/h3:
We are looking to partner with financial professionals who want to take charge of their careers and can accommodate preset appointments and seminars to help individuals in the greater Atlanta area become financially fit for retirement.
By joining the Financial U team you can remain completely independent and enjoy the infrastructure and support of a solid Broker/Dealer and marketing firm with decades of experience in the retirement planning market.
If youre ready to achieve more success and increase your lead generation opportunity we encourage you to take a closer look at joining Financial U. Let us do the prospecting for you We will provide you with a plan, niche market and prospects


Preferred Requirements:
2 + years of experience working as a Financial Advisor
FINRA Series 63
FINRA Series 65 or 66, or willingness to obtain within the first three months
GA Life Insurance License
Preferred skills: Experience with 403(b), 457(b), 401(K) and IRA markets
Reasons to Join:
Use our proprietary marketing plan with negotiated school access and preset appointments.
Co:brand with PlanMembers successful brand strategy which includes exclusive access to marketing materials, financial literacy campaigns, web resources and more.
Access to a broad selection of 403(b) and 457(b) retirement investments.
Access PlanMembers business development campaigns designed specifically for your local markets.
Monthly education and catered events for your clients.
Utilize innovative planning software, at no cost to you, designed to help clients create a road map to retirement.
Take advantage of an advisor retirement strategy that provides payout for up to 20 years after retirement, disability or death (payable to beneficiaries).
Access a niche market of public schools, universities, municipalities, nonprofit employers, small businesses, and employee prospects.
Gain from our local team approach. Financial U provides you with the opportunity to collaborate with peers and benefit from our training and support while enjoying the independence of owning your own book of business.
Access to an amazing office and assistants.
Receive your own customized personal website with a direct link to our
planmember/financialu homepage.
Take advantage of complimentary specialty programs such as LTC and Life and Disability Insurance sales that provide you with additional sources of income.

About PlanMember:
PlanMember Financial Corporation is a financial services firm that provides retirement plan sponsors and participants with unparalleled service and a diverse platform of investment and annuity solutions. PlanMember is committed to helping meet the retirement needs of individual investors and employer groups nationwide.
About Financial U
In McDonough, Georgia, Financial U is part of an exclusive national network of PlanMember Financial Centers that help hard working Americans plan for retirement.

Financial U understands the unique needs of Georgia residents, especially those who work in the field of education. No matter where youre at in your life and career, our team of Financial U advisors can help create and implement a plan for your future.
PlanMember and Financial U have been selected as a core provider to offer qualified investment options to the Georgia family of employers and their employees. This includes the PlanMember 403(b) and 457(b) Savings Program, delivering access to a suite of full:service retirement solutions and investment choices.
Founded by Cody Carpenter, the Financial U team of independent advisors is committed to helping employers offer innovative plans so their employees can effectively save for a secure retirement. Contact Financial U today at (866) to learn more.clients meetings, a plan, access to a niche, and the training and support to be successful from day one.

Company Description:/h3:
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Source: https://www.tiptopjob.com/jobs/76797765_job.asp?source=backpage


• Location: Atlanta

• Post ID: 89382327 atlanta
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