If you're interested in learning more about working with an organization where you can create your own future, contact us via email at careers@fdgonline.com

Our Company:

Financial Design Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial future. Our focus is on helping our clients design more efficient and effective strategies for utilizing their assets and income to build more wealth and protection for their family or business.  Founded in 1995, Financial Design Group, headquartered in Toledo Ohio, has additional locations in Indiana, Illinois, Kentucky, Michigan and Arizona. 

What we provide:

  • A notable investment of time and money in you and your new practice
  • Extensive educational resources and support to help you become a skilled professional
  • Proactive, hands-on mentorship
  • Performance-based bonuses and travel incentives
  • The potential to meaningfully impact the lives of others for years to come

What you can build:

  • Your own practice to grow, nourish, and potentially sell one day
  • Long-term business relationships with clients, colleagues, and strategic partners
  • A reputation in your community as a valued professional
  • A legacy that could live beyond your lifetime and touch many lives

 

Inexperienced Financial Professional:

As a Financial Professional with Financial Design Group you have the opportunity to build a client-centric practice helping your clients pursue their financial goals and objectives.  Our team approach allows you to partner with some of the most knowledgeable experienced advisors in the business providing valuable resources you will need to build a practice.  Our four-year training and development program will provide activity-based allowances and financial subsidies plus commissions and fees while you develop your practice. 

As a Financial Professional with Financial Design Group, you can:

  • Help clients achieve financial confidence
  • Develop financial strategies to manage clients’ changing needs
  • Create and implement customized strategies focused to serve the best interest of clients
  • Apply your financial knowledge and experience
  • Have the potential to earn unlimited income
  • Important Candidate Attributes:
  • Entrepreneurial Spirit
  • Coachable, yet possess self-motivation and discipline
  • Determination and commitment
  • People skills and sales abilities
  • Resiliency when facing challenges
  • Leadership skills and the ability to build relationships quickly with people
  • The desire to make a positive impact on the life of another person

Compensation:

  • Commissions, renewals, and bonuses
  • Additional financing program providing activity-based allowances and financial subsidies for up to 48 months
  • Comprehensive benefit package available including medical/dental/vision, 401k with a 4% match, flexible spending accounts and other supplemental coverage available

Experienced Advisor:

Are you an experienced advisor looking to expand your business? Bring your supreme aptitude for building client relationships and build a challenging, yet rewarding career, at Financial Design Group.

Financial Design Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial future. We believe in a Client-Centric team approach whereby our advisors focus first and foremost on providing intelligent long-term strategies for their clients utilizing a team of professionals.

An entrepreneurial spirit and strong determination are some of the keys to your success and FDG will help ensure you have the training, skills, and support necessary.

As a financial professional with Financial Design Group you may:

  • Build a business that makes a difference by helping people become financially confident
  • Be a member of a team, yet work independently to create your own individual business with unlimited earning potential
  • Have the opportunity to choose the strategies for your clients with no proprietary mandates
  • Leverage firm resources to build your practice with support in areas of technology, compliance, marketing, licensing & registration, training & development
  • Enjoy flexibility in your schedule
  • Receive professional and on-going training and mentorship support
  • Have Leadership opportunities including Advisor-Mentor, Field Director, Managing Director, Vice President and Managing Partner

This is a career opportunity, but we only have limited opportunities for the best candidates. To start you will need:

  • A minimum of 1-3 years of financial services experience
  • Series 7 and 66 preferred
  • A high level of self-motivation, business savvy and a go-getter attitude.
  • Superior relationship building skills. This is a people business and above all else
  • Pride in your work and resiliency when facing challenges.
  • The ability to listen and communicate effectively and professionally to motivate and inspire people to take action
  • Analytical skills to evaluate client needs and make appropriate recommendations

Financial Design Group Practice Areas May Include:

  • Risk Management Investment and Portfolio Management Services
  • Retirement Income Strategies
  • Financial Planning
  • Business Problem Solving
  • Employee Benefits
  • Family Wealth Counseling
  • Business Transition and Continuation Strategies

 

Hiring Locations:

  • Ohio – Toledo
  • Arizona – Phoenix
  • Kentucky - Ft. Wright

If you possess the desire and commitment to pursue a career with independence and unlimited potential, invest the time to learn more about this rewarding opportunity.  Please e-mail your resume to careers@fdgonline.com

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC