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Careers

Are you ready to take your career to the next level? Join our organization, where we not only acknowledge your expertise but also provide a platform to hone and expand your skills to their full potential. Our dedication to fostering an environment of innovation, excellence, and exceptional client service sets us apart. We offer comprehensive benefits, a collaborative and professional atmosphere, and significant opportunities for career advancement.

Why work with us?

Growth

There are endless avenues for professional development and take on new and stimulating endeavors when you decide.

Flexibility

Our team typically enjoys comprehensive benefits, a flexible schedule, and the potential to work from home, allowing for a balanced professional and personal life.

Impact

Make a positive impact on people’s lives by helping them create customized financial plans that suit their needs.

Wall Street Careers

A career that's going to change your life and how you see the world around you.

Jori Guzhuna
Jori Guzhuna
Founder & CEO

Do you have what it takes?

Discipline

Self-discipline is crucial for advisors to remain accountable, avoid personal biases, and adhere to ethical standards. Self-discipline helps financial advisors stay organized, meet deadlines and consistently deliver high-quality work.

Compassion

Financial matters can be a delicate topic. Empathy and problem-solving skills can help navigate these discussions, and lead to a better solution.

Ambition

Constantly improving your skills, knowledge, and performance, and provide to our clients the best service and advice they expect and deserve.

Persistence

The key to achieving long-term success and delivering consistent value to our clients. Persistence helps advisors overcome challenges, learn from feedback, and improve their skills and performance1

Career paths:

Account Executive

Account executives serve as vital intermediaries between clients and insurance carriers, leveraging their comprehensive market knowledge to identify the most suitable policies for their clients needs. They meticulously evaluate clients’ risk profiles, negotiate favorable premiums, and explain complex policy details to ensure clients are fully informed. Additionally, account executives facilitate the claims process and provide continuous support throughout the duration of the policy term.

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Financial Advisor

Financial Advisors

Financial advisors are skilled professionals who offer invaluable guidance on personal finance matters to individuals and corporate entities alike. These professionals cover a wide range of pertinent topics from investing to tax planning, debt management, and retirement planning, among others. At the core of their work is the provision of tailored financial solutions that meet the unique needs and resources of their clients. The diversity of clients that fall under the purview of financial advisors means that they need to stay on top of various market trends and regulations while continuously honing their skills and knowledge to offer the best possible advice. Being a financial advisor translates to enjoying a flexible schedule and income potential, but it requires obtaining the necessary credentials that come with the requisite formal education and experience in various finance-related disciplines.

Partner

Are you an experienced finance professional with a passion for leadership and team building? Considering the next step in your career? As a Partner with us, you will have the opportunity to develop and lead a team of financial professionals while fostering a positive and collaborative work environment. It will be imperative for you to use your leadership skills to drive your team towards achieving objectives, all while setting a high standard through your actions. In order to qualify for this great opportunity, you must meet specific licensing, production, and professional experience requirements. By joining our team as a Partner, you will take a massive step forward in your finance career. Don’t wait; secure your future today!

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, GUZHUNA FINANCIAL GROUP OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

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