Financial Advisor

Screenshot 2017-03-09 11.02.00Do you have the competitive spirit of a capitalist and the heart of a social worker? Are you both driven and empathetic? Are you searching for a supportive, collaborative company fiercely devoted to the care of clients as well as the growth and success of employees?

Planning Alternatives is looking for highly motivated financial advisors who have a passion for helping clients reach their goals. Whether you’re hungry to grow your book of business and love the thrill of reeling in quality clients or you thrive in the role of support advisor, we have a position for you if you have the right work ethic and outlook.

We’re looking for enterprising financial advisors who embrace personal and professional growth. We want financial advisors who are confident yet coachable. You must be a goal-driven, team-oriented and client-focused professional. Beyond potentially earning great money, you must gain a sense of fulfillment by being of service to others. Our mission is to humanize the world of financial planning. This perspective is critical to our unique culture. Major bonus points awarded if you have a good sense of humor and a willingness to stand up for your boldest ideas.

Some of the benefits our financial advisors receive:

  • Unlimited income potential
  • CSA support
  • Financial planning support
  • Investment and trading support
  • Partially paid benefits and access to elective benefits
  • Paid office space and overhead
  • Highly collaborative corporate culture
  • CCO support
  • Firm-sponsored business and networking events
  • Being part of a highly successful and award-winning fiduciary firm with an industry-wide reputation for outstanding client service




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