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How We Serve You

As a Financial Representative at Independence Planning Group, you will have the flexibility to build your own path to a personally, professionally, and financially rewarding career, while being backed by the resources and marketing experience of our financial services organization.

We believe in our representatives, and will work with you towards your professional development.

Our sales managers will work with you to develop your goals, and help you work towards success. Our dedicated support staff will provide you with the service and advice you need to build your practice, and manage operations.

Financial Representatives participate in national and local development programs, as well as joint casework opportunities that provide comprehensive knowledge, planning and skill training. We value team work and mentoring so new Financial Representatives have the advantage of learning from those who have already built successful practices.

We encourage and support the pursuit of professional designations that are recognized and respected by clients and others in the industry, including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®).

Please contact us at for more information or to apply.