If you are interested in expanding your market impact and want to work with growing companies, their owners, executives and key employees then we should talk. Our financial planning advisors work with these decision makers everyday, assisting them in developing qualified retirement plans, executive benefit plans and enterprise risk management programs for the benefit of their organizations. If you are looking to associate with a dynamic group of credentialed, experienced, financial principals, and gain tremendous marketing support to assist in creating prospects and clients, then we suggest you start by contacting Business Planning Group today.
We are an organization that is always ready for discussions with advisors who are interested in exploring how they may benefit and grow within this exciting and expanding business environment. Our ideal financial planning advisor candidate should be credentialed with at least a life insurance license (Securities license 6 and 63 is a big plus too), have demonstrated success in your early career personal production, a willingness to study and learn the processes that we have successfully pioneered, and a strong desire to grow your career in both client impact and personal reward.
Business Planning Group is not just another “agency” looking to add reps who can either sink or swim. We are a truly unique organization, with access to a huge pool of financial support including asset management, top carriers and products and captive insurance company expertise. We have our eyes focused on a solid growth trend here in Salt Lake and Utah counties, within the state of Utah and beyond in to other Western states.
Our Mission is “To serve client organizations, their owners, executives and key employees by supporting them in planning for their financial futures. To provide superior financial products and services, clear guidance and advice and support the implementation of financial strategies designed to help our clients avoid risk, mitigate taxes, protect their families and accumulate assets for their future.”
In addition to a very strong compensation opportunity, successful candidates and their families will benefit from a solid benefit plan as well as a matching retirement program. If you are interested in an opportunity with Business Planning Group, please send your resume and cover letter to:
Business Planning Group
1325 West, South Jordan Parkway
South Jordan, UT 84095
OR simply email us at:
Business Planning Group believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, color, religion, sex, age, veteran status, disability, national origin, or any other legally protected status. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation and benefits.