Career Opportunities

We are currently seeking Financial Planners who are interested in the producer group concept. The ability to own your own business and take advantage of the economies of scale a producer group provides.

We have developed several strategic alliances and need planners to help us cultivate the following areas; five local bank branch openings, enrolling and working with teachers on their deferred compensation and PERS retirement planning program, and working with business owners establishing and enrolling members into qualified plans.

Requirements include 5 years experience and Series 7 and Series 66 registrations. For more information please contact Managing Partner Rod Wangler at (503) 255-3898.