Financial Planner - Hospitality Professionals Wanted

TURN YOUR PEOPLE SKILLS INTO A CAREER WITH FREEDOM AND UPSIDE

Hospitality professionals thrive here because they already know how to take care of people, work hard, and stay positive under pressure.

If you've been a server, bartender, manager/GM, concierge, event planner, travel coordinator, or FOH leader, you'll find those same skills transfer seamlessly into financial services.

This role gives you the freedom to grow your career while keeping your priorities in order. When you join our company, you're joining a work family that cares about your goals, your personal growth, and your impact on others.

WHY HOSPITALITY BACKGROUNDS THRIVE HERE

• People Magnets: You can make friends quickly, put people at ease, and build rapportand it comes second-nature to you.
• Naturally Engaging: You're funny, relatable, and people enjoy being around you.
• Caring at the Core: Clients open up to you because they sense your kindness and genuine heart for serving others.
• Exceptional Experience Providers: In hospitality, you've mastered creating great experiences. In sales, that same ability to transfer positive feelings is the foundation of trust.
• Disciplined and Resilient: You've pulled long shifts, doubles, and unpredictable hours to support your team; now you get to put that same drive into building something for yourself.
• Quick on Your Feet: You're clever, resourceful, and can think fast in the moment, which is a great skill to have in advising.
• Problem-Solver: You're used to handling issues in real time and finding solutions that leave people happy.
• Organized and Prepared: The planning and coordination skills you used for events or shifts translate directly into helping families plan their financial future.

OTHER QUALITIES WE LOOK FOR:

• Confident but humble
• Past track record of success
• Mental toughness
• Commitment to personal growth
• Servant leadership mindset
• Driven and self-motivated
• Coachable and eager to be part of a team

WHAT WE OFFER:

Flexibility: Build part-time and go full-time whenever you're ready. We know it can sometimes be challenging to make the transition from one career to the next, and we're flexible with what makes the most sense for your journey.

Mentorship: Step-by-step coaching from proven leaders who have elite results. We don't expect you to be perfect starting out, and we're by your side every step of the way.

Team Support: A family-like culture where people want you to succeed.

No Quotas: We're in the business of helping you accomplish your goals and provide great service to your clients; we're here to serve you, not for you to serve us.

Incentive Trips: Compete for trips to destinations like Punta Cana, The Bahamas, Marco Island, San Diego, Whistler, etc. We typically have 3-4 incentive trips per year.

Long-Term Earnings: Continue getting paid renewals on your book of business into perpetuity, for as long as you're with the company.