Join The Team

Financial planning jobs, but better.

Join Now

It Starts HERE.

We’re always on the lookout for bold agents, advisors, and financial planners, with even bolder goals. Partnering with the type of professionals who want more: More results, more high-net-worth clients, and more hands-on support, we’ll take on the role of strategic partner, steering you towards a better future. Better yet – you can work from anywhere.

Our Approach

We’re intentionally different – an approach that’s molded our reputation as one of the fastest-growing agencies in America. Designed to catapult you up the career ladder, we’ll place our tried-and-tested, step-by-step methodology at your fingertips, leading with one core goal: To reel in the right type of client. It’s about nurturing your network, refining your market positioning, and unlocking your competitive edge. A new take on high-net-worth financial planning.

Tech That Makes Sense

It’s not just a great place to work. We’ve shaped every inch of our processes in a bid to drive efficiency and communication, with the seamless customer service to match. By combining our easy-to-use, cutting-edge CRM with our pledge to always lead the technology curve, we’re future-proofing careers, one process at a time. It’s why we’ve spent  almost  a  decade  as Stephens-Matthews  Marketing’s top-selling  insurance agency.

The Perks

We believe that beneath all big results lie happy teams. Bringing 1-on-1 guidance, all-inclusive incentive trips, and back-office support to you, we’re centered on the belief that you look after our reputation, so we’ll look after you. Think unlimited growth potential, comprehensive training, access to office spaces across the nation, and so much more. With a focus on traditional values, it’s the type of place that makes Monday morning a breeze.