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Posted: Sunday, January 7, 2018 3:01 AM

Job Description:/h3:
We are looking to partner with financial professionals who want to take charge of their careers and can accommodate preset appointments and seminars to help individuals in the San Diego area become financially fit for retirement.
By joining the CALPRO team you can remain completely independent and enjoy the infrastructure and support of a solid Broker/Dealer and marketing firm with decades of experience in the retirement planning market.
If youre ready to achieve more success and increase your lead generation opportunity we encourage you to take a closer look at joining CALPRO. Let us do the prospecting for you We will provide you with a plan, niche market and prospects


Job Requirements:
2 + years of experience working as a Financial Advisor
FINRA Series 63
FINRA Series 65 or 66, or willingness to obtain within the first three months
California Life Insurance License
Preferred skills: Experience with 403(b), 457(b), 401(K) and IRA markets
Reasons to Join:
Use our proprietary marketing plan with negotiated school access and preset appointments.
Co:brand with PlanMembers successful brand strategy which includes exclusive access to marketing materials, financial literacy campaigns, web resources and more.
Access to a broad selection of 403(b) and 457(b) retirement investments.
Access PlanMembers business development campaigns designed specifically for your local markets.
Monthly education and catered events for your clients.
Utilize innovative planning software, at no cost to you, designed to help clients create a road map to retirement.
Take advantage of an advisor retirement strategy that provides payout for up to 20 years after retirement, disability or death (payable to beneficiaries).
Access a niche market of public schools, universities, municipalities, nonprofit employers, small businesses, and employee prospects.
Gain from our local team approach. CALPRO provides you with the opportunity to collaborate with peers and benefit from our training and support while enjoying the independence of owning your own book of business.
Access to an amazing office and assistants.
Receive your own customized personal website with a direct link to our
planmember/calpro homepage.
Take advantage of complimentary specialty programs such as LTC and Life and Disability Insurance sales that provide you with additional sources of income.

About PlanMember:
PlanMember Financial Corporation is a financial services firm that provides retirement plan sponsors and participants with unparalleled service and a diverse platform of investment and annuity solutions. PlanMember is committed to helping meet the retirement needs of individual investors and employer groups nationwide.
About CALPRO
Nonprofit employers in California rely on CALPRO Network for retirement plans that meet employee needs.
We deliver retirement plan solutions to nonprofit employers through the PlanMember 403(b) and 457(b) Savings Program, giving employees a broad choice of investments with various features, flexibility and service levels. School districts and other nonprofit employers rely on CALPRO Network to help them stay in compliance with IRS regulations and for retirement plans that reduce administrative burdens while improving employee participation and retention.

Representatives registered with and offer only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/ SIPC. PlanMember is not liable for ancillary products or services offered by this representative. 6187 Carpinteria Ave, Carpinteria, CA 93013 (800)


Company Description:/h3:
Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500 representatives and 30 regionally:ba

Source: https://www.tiptopjob.com/jobs/76797842_job.asp?source=backpage


• Location: San Diego

• Post ID: 35523232 sandiego
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