PSG is looking for motivated and experienced self-starters with a proven record of success in the financial planning industry. Candidates must possess FINRA Series 7, 65, and state Life, Health, and Variable Life insurance licenses. The ideal candidate would have 5+ years of experience in the financial planning field with a broad knowledge of planning strategies and financial products. If you thrive in a team environment, exceed expectations, and are committed to personal and professional growth, PSG would like to hear from you.
If you would like to discuss our career opportunities and compensation in more detail, please email your resume to firstname.lastname@example.org.
Why an Advisor Should Affiliate with PSG
Increased productivity through proven planning process and one-on-one business development and coaching.
- Planning process vs. product solutions allows for greater opportunities
- Proven and lucrative referral process (on average 15-30 referrals per client)
- Monthly business planning and coaching, if desired
Increased client acquisition results through our proven “IQB” approach.
Identify a problem, Quantify the problem, Paint the Benefits of your work
High level of intellectual capital. With our primary goal to exceed the expectations of our clients, we have developed a team approach to financial planning that leverages the unique abilities of all members of our firm. Our team of experienced professionals includes: MBAs, MSF, CFP®, JDs, CLU, CFA, AIF®, CRPC®, CMFC and PFPs, all working together to ensure that the advice and planning we deliver to our clients is of the highest level.
Increase the value of your business through direct ownership of your client base. PSG has an independent business model with no non-compete agreements. You have the ability to build practice value for your future. In addition, we have a built-in succession plan model if desired. Protect your family and receive value for your practice at death, disability, and/or retirement.
Unique support capabilities allows you to spend more time with clients and prospects.
- Plan construction
- Advanced case design and support
- Asset management planning and account service support
- Dedicated in-house CFA and investment analyst team
- Insurance underwriting support
- Dedicated Retirement Plan Specialist
- Enhanced/competitive payout.
Innovative and Progressive Business Model. PSG is in top 5% of independent RIAs throughout the country. PSG prides itself in staying ahead of the learning curve with regard to our business model and development, solutions and offerings, technology, process, and creativity.
Culture of Success: Our tagline is both our mission and culture: Exceed Expectations at every level. Everyone within the firm is here because they want to grow both personally and professionally. This culture is mutually shared by all and is evident by the group’s collaborative team effort and energy for success. We believe that shared success fosters greater success for all.
At PSG, we understand that Financial Planning is a relationship business, and your success is a reflection of your ability to not only meet the needs of your clients, but to constantly strive to exceed their expectations.
Our family of advisors and support team are committed to delivering a financial planning experience that is productive and life-changing. We believe in improving the lives of our clients, advisors, and their families by providing unique solutions and opportunities.
If you are interested in joining an innovative leader in our industry that…
Values clients as people and not as numbers
Measures success by lasting relationships, not transactions
Respects our employees more like a “family” than a “firm”
… then PSG will help you achieve your “Bigger Future”.
We are interested in speaking with people like you, whose knowledge and integrity transcends the definition of a “Financial Planner”.
PSG can leverage your skills as a Great Advisor through our support structure, capabilities, and team.
Regardless of your area of expertise, years of experience, or business focus, our dedicated team of professionals can assist you with each of the following support service areas, freeing up your time to find and meet with clients.
PSG Success Stories
Case Study # 1: New Planner – Brian Kuhn
Brian graduated from Towson University with a B.S. in Business Administration and a minor in English and began his career in the financial industry straightaway. His main concentrations were on life insurance, annuities, and long term care, for which cold-calling was the primary method of marketing.
After several years, Brian was not happy with the direction and leadership of his firm, so he decided to join PSG. Brian was excited at the opportunity to build his own brand and book of business with the goal of helping people reach their objectives regardless of their financial circumstances. He chose PSG because of its professional and extensive infrastructure with an established support and operations team that would allow him to focus on personal and professional growth.
At PSG Brian became more familiar and knowledgeable as an Advisor through the guidance and direction of other successful planners. PSG introduced him to the holistic approach to financial planning and also helped him to incorporate asset management and other products into his recommendations for implementation.
Brian now serves as the manager of a division within Planning Solutions Group named PSG Clarity, a unique planning team that focuses on affordable and efficient financial planning. Brian and his team are experiencing an average annualized growth of 30% since he joined PSG.
Case Study # 2: Experienced Planner – Scott Gomsak
After 18+ years as a financial advisor for various financial institutions, Scott Gomsak decided to join Planning Solutions Group in 2013. Although business was good, production was healthy and Scott was happy with the independent structure of his business, he found that his revenue and asset growth had plateaued.
In order to grow and expand his business, he needed to make a change. In early 2013 after researching multiple options and firms, Scott met with Planning Solutions Group. After his first meeting with the management team, he felt confident that PSG met all the criteria he had determined were critical to making a successful transition and ultimately capitalizing on his life’s work.
“Planning Solutions Group had the resources and capabilities of a large firm, while maintaining the small independent firm culture I and my clients had become accustomed to.” Scott had the desire to shift his practice to more of a fee-based advisory structure, but found it to be very time consuming and challenging managing the fee-based accounts, meeting with existing clients, handling new account paperwork and servicing existing clients. The transition team seamlessly and efficiently helped to convert all of Scott’s client’s accounts for him. PSG’s turn-key asset management process, implemented and managed by the Investment Management Team, gave Scott peace-of-mind that his accounts were being supervised while transitioning to the advisory platform. By Scott’s 2nd anniversary his intuition about PSG being the right firm for him and his clients came to fruition as his fee based assets had tripled.
Utilizing the resources and intellectual capital at PSG has allowed Scott to spend more time meeting with clients, developing deeper relationships, and assisting clients with their full range of financial planning needs. As Scott noted, “this has resulted in better relationships with my clients, more business from existing clients, and new business referrals.”
The PSG team encompasses a wide array of positions involving various skill sets and experience. We are always looking for motivated and reliable individuals to join our family. The ideal candidate would have experience or education in one of more the following categories of financial planning:
Asset Management / Investment Accounts
Financial Planning & related software
Client Engagement / Marketing
Client Relationship Management
FINRA Series 66, 6 or 7, as well as state licenses in Life, Health, and Variable Life Insurance is a plus.
If you feel that your experience makes you a good candidate, please email your resume to email@example.com.
Because of the various roles and positions involved at PSG, our interns have numerous educational opportunities in all aspects of financial planning. Internship candidates have the flexibility to focus on one or more of the following areas:
Investment Service / Asset Management
401(k) Plan Administration / Support
Financial Planning Tools and Software
Marketing & Client Engagement
If you are interested in discussing our opportunities, please email your resume to firstname.lastname@example.org.
8161 Maple Lawn Blvd, Ste 400, Fulton, MD 20759
Phone: 301-543-6000 Toll Free: 888-740-3501
2247 W. Great Neck Rd, Ste 201, Virginia Beach, VA 23451
Phone: 757-271-8824 Toll Free: 888-740-3501
Planning Solutions Group, LLC