Opportunities
Advisor
PSG is looking for motivated and experienced self-starters with a proven record of success in the financial planning industry. Candidates must possess FINRA Series 7, 65, and state Life, Health, and Variable Life insurance licenses. The ideal candidate would have 5+ years of experience in the financial planning field with a broad knowledge of planning strategies and financial products. If you thrive in a team environment, exceed expectations, and are committed to personal and professional growth, PSG would like to hear from you.
If you would like to discuss our career opportunities and compensation in more detail, please email your resume to info@psgplanning.com.
Team Member
The PSG team encompasses a wide array of positions involving various skill sets and experience. We are always looking for motivated and reliable individuals to join our family. The ideal candidate would have experience or education in one of more the following categories of financial planning:
Asset Management / Investment Accounts
Financial Planning & related software
Insurance Planning
Client Engagement / Marketing
Client Relationship Management
FINRA Series 66, 6 or 7, as well as state licenses in Life, Health, and Variable Life Insurance is a plus.
If you feel that your experience makes you a good candidate, please email your resume to info@psgplanning.com.
Position Available: Investment Service Coordinator. Full-time. 1-2 years experience preferred. Primary responsibility to provide comprehensive support to investment planning process. Will handle implementation paperwork, asset tracking, client service, and payment processing. Must have ability to handle details and work professionally with clients. For more details regarding this position, please contact Bill Bruns at wbruns@psgplanning.com.
Internships
Because of the various roles and positions involved at PSG, our interns have numerous educational opportunities in all aspects of financial planning. Internship candidates have the flexibility to focus on one or more of the following areas:
Investment Service / Asset Management
Investment Analysis Software
401(k) Plan Administration / Support
Financial Planning Tools and Software
Financial Planning
Marketing & Client Engagement
Insurance Planning
If you are interested in discussing our opportunities, please email your resume to info@psgplanning.com.
Position Available: Information Technology Specialist. Part-time. Ideal candidate will be in college or have college degree in Information Technology or a related field with strong technical skills. Experience with Microsoft Office and Sharepoint necessary. Will support COO through special projects, evaluating software packages, creating excel spreadsheets and integrating into Sharepoint. Must be detail oriented, organized, professional and have expericence using Sharepoint. For more details regarding this position, please contact Bill Bruns at wbruns@psgplanning.com.