Financial Representative

Job Description

Financial Representative – Purpose Driven Career | Planning Alliance
Boynton Beach / Boca Raton, FL – In Person/Hybrid.

Who We Are Looking For: People who want to make a difference in others’ lives.

Planning Alliance is a comprehensive wealth management firm that helps individuals, families, and business owners with retirement, protection, college planning, and tax-efficient growth.

We show up with money when no one else does.

This is not a product sales job. This is a long-term career building lifelong client relationships.

What you will actually do:

1. Protect: Ensure a death, disability, or lawsuit does not derail a family financially.
2. Cash Flow: Build roadmaps so clients know if they are on track for their goals.
3. Growth: Help clients grow assets for the long term with sound strategies.
4. Debt: Create strategies to eliminate debt efficiently and build wealth.

What a typical day actually looks like:

This is an entrepreneurial role. You own your calendar. The structure is simple: Learn, Serve, Build.

Morning (7:30 AM – 12:00 PM) – Build & Prepare [CEO Time]
– Personal development, training, and market prep
– Outreach, follow-ups, and setting appointments through referrals and partnerships
– Building financial roadmaps and protection analysis for clients

Afternoon (12:00 PM – 5:00 PM) – Serve Clients [Impact Time]
– 2-3 client meetings per day (in-person or Zoom)
– You might meet with a young family to ensure the mortgage is protected, or a business owner to review their retirement and business protection plan
– You listen 80% of the time and tell the hard truth when it matters

Late Afternoon (5:00 PM – 6:00 PM) – Grow
– Client notes, compliance, and next steps
– 1-on-1 mentorship and joint work with senior advisors
– Team huddle

In the beginning, 60% is learning and building, 40% is client-facing. As you grow, that flips.

You’re right for this if:
– Integrity is non-negotiable – you tell the hard truth even when it costs you
– You listen more than you talk
– You have a growth mindset and are coachable
– You own your outcomes and can self-manage your attitude and effort
– You think long-term and have a record of finishing hard things

You are wrong for this if:
– You want quick money
– You dislike compliance, process, or details
– You see this as just selling products

What you will get:
– 1-on-1 Mentorship – You get 99% of the credit, we take 1%
– Proven systems and process
– Licensing support and professional training
– A clear path to leadership and even partnership
– Performance-based compensation with unlimited upside, a pension plan and lifetime renewals.

Requirements:
– Must live in South Florida
– Willing to obtain Life, Health, and Securities licenses (we provide support)
– Background check required

Planning Alliance is an equal opportunity firm. We hire for values first, resumes second.

To Apply: contact Ezzi Forer directly at 817-504-3561.