At Money Managers, Inc. we are committed to building a personal relationship with our clients and giving them our best service possible; so that they will become financially stable, obtain their future financial goals, and to live financially successful lives.

We are committed to building offices across the United States with a variety of financial advisors that hold the same vision and belief of relationship and service to our clients. Therefore, we are looking for people that are bright, care about integrity, and want to join us in the financial service industry as we build a better future for our clients.

Career Positions with Money Managers, Inc.

The positions available at Money Managers are in two main areas, one transitional and one temporary position.

Independant Financial Planner Pros

If you are a Independant Certified Financial Planner who is looking to work less and make more money, we encourage you to review our Money Managers Parners website. Money Managers Inc, is building a nationwide Financial Planning company and expanding into your area, not as your competition but trying to build a relationship with you. If you are new to the industry or a have years of experience it is worth taking two minutes for a phone call. See how we can enhance your daily work load and simultaneously increase your income. Call Marc at 725-254-5220 to find out more.

Senior Financial Advisor

Senior Financial Advisor is a person that has passed and received the right to hold a SEC/FINRA license with a brokerage firm. This advisor will have experience working in the financial service industry and are in the process of building a base of clients through establishing a personal relationship with them. A Senior Financial Advisor receives support from the administrative and clerical team and has a level of autonomy in their business.

Administrative and Clerical

Administrative and Clerical Assistant, is a person that assists with a variety of tasks of handling the processing of client’s forms and account information. They closely work with the Senior Financial Advisor in building and maintaining the relationship with the client. They are a key partner in building a Senior Financial Advisor business. They help with scheduling and maintaining key aspects of the financial industry.

This transitional position is ideally for a person that wants to be a Financial Advisor in training and are in the process of learning the financial marketplace, while studying to take the series 65 exam.

Intern

The temporary position is for an intern to receive exposure to the financial services industry, while learning about the financial marketplace, and to work with Senior Financial Advisors that will coach them. The goal is to help the intern gain some experience and knowledge about the industry and to allow them to hone their skills toward becoming a Senior Financial Advisors in the future.

If you are interested in learning more about any of the above positions, please contact our Orange office.