Career Opportunities

Career Opportunities in Financial Planning

Financial advisors interested in moving into high-income and advanced markets with one of the industry’s leading financial advisory firm to doctors and small business owners should contact us.

We believe we offer unique opportunities for seasoned insurance and securities industry representatives [through First Allied Securities, Inc.] as well as emerging professionals with a minimum of three years experience, a Series 6 or 7, a life insurance license, and a documented track record of sales success.

Opportunities as an Advanced Market Financial Advisor

The firm provides integrated financial planning programs. Our balanced platform, includes pension plan design and administration, proprietary investment products [through First Allied Securities, Inc.] and tax-advantaged insurance programs. In providing a career for financial advisors, we believe we can offer you attractive alternatives. What we believe really sets us apart is that our advisors are supported by some of the most credentialed and accomplished executives in the financial services industry.

Proven Professional Systems

  • Steady flow of high-income prospects
  • Turnkey marketing programs that work
  • Sophisticated back office support
  • Target market sales training
  • Extensive advanced market education
  • Best practices and practice development

Contact us today for a career opportunity in financial planning. You can also contact us to discuss employment opportunities in our Pensions, Insurance and Investment Management divisions, or if you’re interested in any possible openings on our administrative and back office teams.

California Insurance License #0E44266.

Associates of Advanced Equities Wealth Management who are registered representatives offer securities through First Allied Securities, Inc. -- A Registered Broker/Dealer -- Member FINRA/SIPC

Advanced Equities Wealth Management and its affiliates are dbas of Greenbook Financial Services, Inc.