We are an independent financial services organization that provides comprehensive financial planning services and the sale of investment and insurance products to both individual and business clients.  As a complement to traditional product sales, we position ourselves as the primary resource to provide clients with advice and management services that will enable each to achieve their personal and business financial goals.  Financial planning, fee-based portfolio management, and retirement plan services are available through our investment advisory firm.  For business clients, we also work in the group insurance and employee benefit planning areas. 

We are looking to add an Associate with experience in the investment and/or insurance areas who would like to expand his/her career from the selling of products alone to also incorporate financial planning and investment management services, or employee benefit plan sales.  We also have a position available for an individual with one to three years experience who does not yet have a well developed client base to work with an established top producer.  In addition to continuing to develop a personal client base, this individual would have access to existing organization clients for sales and service.  

We offer case support in the planning and investment management areas, marketing assistance to help develop your business, and access to the most competitive products available.  Associates have offices in a professional environment, clerical and technical support, and a competitive compensation package that recognizes and rewards long- term, mutually productive relationships with the organization.  A complete employee benefit package is also available.  

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