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Berkeley, Inc.

Boise, Idaho

Gradient Financial Group

Arden Hills, Minnesota

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Brooklyn Fi

United States - Nationwide

TPM Placement

New York, New York

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Kahler Financial Group

Rapid City, South Dakota

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Abacus Wealth Partners

Santa Monica, California

Apella Wealth

Reston, Virginia

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POM Pomona College

Claremont, California,

Ameriprise Financial

New York, New York

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Baylor Scott & White Health

Temple, Texas

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Associate Financial Planner
An Associate Financial Planner (AFP) at Financial Service Group serves as a client/lead advisor liaison. For a high-energy, qualified professional and mature contributor who demonstrates outstanding performance in the role, this is an excellent growth opportunity for advancement to a lead advisor within a 12-18 month period. A Lead Advisor is an experienced planner responsible for developing new business opportunities and creating financial plans with our clients. The AFP acts in a supportive role to the lead advisor, who serves as a primary resource for training and mentoring. The AFP participates in client meetings but does not take the lead in the advising or decision-making capacity. Specific tasks of our AFP and Lead Advisor including our fully provided training will be thoroughly


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