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Career Opportunities
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Work
For Yourself, Not By Yourself
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Being a Financial Services
Professional can provide rewards, growth and independence – a
combination that is increasing hard to find in a traditional business
environment. It’s also the reason why many new and experienced
professionals enter the career from other fields, such as teaching, law,
accounting, consulting and marketing.
You will set your own goals, determine your clientele and work a
schedule to meet your needs. At the same time, your career will be
demanding, dynamic and challenging. Similar to starting a business, the
investment of time and energy is substantial. But unlike working on your
own, you will receive comprehensive training and be supported by a
network of resources as you begin and grow your business. |
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Our
Services |
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Financial Resource
Analysis |
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Retirement Planning |
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College Funding
Strategies |
| Investment Products &
Services * |
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Insurance Contingency
Planning |
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Estate Analysis |
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Business Continuation
Planning |
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Employee & Executive
Benefit Programs |
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Job
Description & Time Management
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Client Prospecting, 25% |
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Client Development, 20% |
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Fact Finding, 20% |
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Training &
Professional Development, 15% |
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Case Preparation, 10% |
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Networking, 10% |
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Career
Development Wheel |
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