Your Independent Financial Planning Career Starts Here
We are currently looking to talk with potential candidates who want to work in an environment where you will learn the industry or learn how to be successful in the financial services industry with the highest levels of integrity.
Founder Michal Slate has 15 years of experience working in all areas of the financial services profession. She started out as a humble insurance agent. She then worked for several banks and broker dealers before finding the right path. She is an active member of Kingdom Advisors, has her CFP(R) designation, her MBA in business leadership administration & a masters degree in education. She is passionate about mentorship and growing Lighthouse Financial Planners & Advisors in a way that makes the the world a better place. Located in Southern Oregon; however, we are fully virtual in our office practice and are looking to receive resumes from anywhere in the United States.
Deal breaker requirements are that you love helping people, can learn new skills and absorb information quickly, know how to use technology and can figure out new web based systems fairly quickly. You must have high standards for business integrity and have no previous history of unethical business practices.
Some great to have requirements are that you have worked in banking, insurance or investments and have passed license exams.
Preferred licenses are 7, 66 or the CFP(R) designation.
Submit resumes by filling out the form below.
Lighthouse Financial Planners & Advisors LLC