Independent Financial Advisor

Company Description

LPL Financial is the largest independent broker-dealer in the United States, serving independent financial advisors and financial institutions. Investment Planning Group in Stuart Florida is an independent branch office of LPL.

Full Job Description

Investment Planning Group is an independent advisory practice

We are looking for licensed Financial Advisors looking to leave corporate and go independent. When you join our team you are independent but not alone. IPG is a team. A group of advisors dedicated to creating a unique client experience. Specifically, we are looking for:

• Experienced Financial Advisors with a series 7 and series 66 (or 65 and 63) license
• 200k+ in annual production
• Advisors looking to join a team while retaining ownership of their book of business. Check us out!

740 SE Indian Street Stuart, Florida 34997

https://www.planipg.com

Steve@planipg.com

772.233.4315. Ext 102 Ask for Steve Landwersiek

Strictly confidential

Payouts can be 1099 or W2 with 401(k) and a limited healthcare reimbursement arrangement to help pay insurance premiums.

Transition bonuses available