Work with Greenbook
Career Opportunities in Financial Planning
Financial advisors interested in moving into high-income and advanced markets with the industry’s leading financial advisory firm to doctors should contact Greenbook immediately.
We offer unique opportunities for seasoned insurance and securities industry representatives as well as emerging professionals with a minimum of three years experience, a Series 6 or 65, a life insurance license, and a documented track record of sales success.
Everything you need to excel as an advanced market financial advisor
Greenbook Financial Services provides integrated financial planning programs designed for doctors. Our financial planning tools, which have benefited thousands of healthcare professionals nationwide, include pension plan design and administration, proprietary investment products and tax-advantaged insurance programs. In providing a career for financial advisors, we are best of breed! Yet, what really sets us apart is that Greenbook advisors are supported by some of the most credentialed and accomplished executives in the financial services industry.
Your personal Greenbook coach will provide you with proven professional systems for:
- A steady flow of high-income prospects
- Turnkey marketing programs that work
- Sophisticated back office support
- Target market sales training
- Extensive advanced market education
- Best practices and practice development
- A marketing system that all but assures financial success
Contact Greenbook today for a career opportunity in financial planning. You can also contact us to discuss employment opportunities in our Pensions, Insurance and Investment Management divisions, or if you’re interested in any possible openings on our administrative and back office teams.