Careers
We're looking for the best and brightest to join our team.
Since Financial Design Group was founded in 1995 everything we do is centered around helping our clients make informed decisions and positioning our advisors to do what they do best. The firm’s singular focus is to make it easy for the advisors to do business and position them with the tools, resources, and curated products to put their clients’ interests first. We recently affiliated with LPL Financial (3/2023) to better position the firm to deliver on these commitments to our advisors and clients.
FDG helps support financial advisors and their independent firms to deliver competitive customized financial services to their clients. FDG works to leverage LPL's leading platforms to integrate and streamline business management tools and has built a dedicated support team to reduce the "friction" of doing business so advisors can free up time to focus on their clients, business and personal relationships. FDG is strategically structured to empower financial advisors to succeed as independent business owners by providing customized support and services that align with each advisors unique needs.
Built by and for advisors, we understand the challenges of operating a financial services practice and know how important it is to deliver strategies tailored to the needs of our affiliated advisors and their clients. FDG's mission is to be the partner of choice for advisors looking to affiliate with LPL Financial by supporting our partner firms and advisors with customized support services, resources, reduced expenses, operational efficiencies, and an evolving platform that is aligned with the overarching goal of empowering our advisors and member firms to optimize their time and impact on their clients and personal lives
People with a passion for excellence from globally diverse backgrounds, with different experiences and new ways of thinking. People who want to put their talents and their fresh ideas to work with us.
These are the kinds of individuals we are seeking to join Financial Design Group:
- Highly-energized and confident individuals who thrive in a high-change environment.
- Innovators who never stop asking, "Is there a better way?" and who have the intellectual curiosity to find it.
- Listeners…doers…communicators.
- Team players who build shared vision and accept full responsibility for making it happen.
- Leaders who are brave enough to take risks…smart enough to use sound judgment…and want to be rewarded for the value they create.
- Those who believe that constant learning is their responsibility and part of their jobs.
- Motivators who can mobilize and energize teams to produce quality results.
- Problem-solvers who can size up obstacles and seize momentum.
- People who can unleash the creativity in themselves and others.
See yourself in that list?
If you are an advisor interested in exploring affiliation with FDG please click on the button below for more information.
Here is what some of the FDG’s Team have to say:
Jeff Daney
“Trust…Simply put, Mike and Jason are very trustworthy. You don’t have to worry about them ‘changing the deal’ or not doing what they say.”
Kelly Hamad
“FDG Leadership has helped my growth by encouraging me to get out of my comfort zone and be open to new ideas which has lead to benefits for my clients and growth in my practice.”
Brad Skiles
“The FDG team creates synergy. The FDG administrative staff helped me successfully navigate the complexity and implement the right client solutions.”
David Walkup
“One of the main things that drew me to FDG is the openness of other advisors to share their knowledge and expertise with me as well as partnering to get the job done for clients as a team.”
DW
“The staff and team of support with FDG demonstrate a commitment to top notch client service with quick response time and thorough communication. I’m continually amazed at their work ethic in addition to doing it all with a great sense of humor.”
Steve Superits
“FDG has a very collegial atmosphere, with very little “turf protection” behavior and a long-demonstrated willingness toward sharing best practices or providing introductions and connections to further client acquisition or client service.”
Angel
“Working for FDG is not just a job; it's an opportunity to be part of something special. At FDG, we're more than just colleagues; we're a family united by a common goal: to innovate, create, and make a difference in the lives of our clients.”
Greg Mikesell
“FDG has been blessed with an experienced and seasoned support team who are very advisor and client centric focused. Every one of them will do what it takes to help the client and get the job done.”