Finity Group, LLC is an independent financial advising firm, headquartered out of Portland, Oregon and operating in all 50 states. We are a full service, comprehensive financial planning organization specializing in assisting physicians, dentists and other medical professionals to meet and achieve their financial goals. Finity Group provides both personal and business services ranging from life and disability coverage to wealth management, through investment planning and advisory services related to the design, implementation and maintenance of the overall plan.
What You Can Expect
As an advisor you’ll have the opportunity to build a practice from the ground up under the supervision and guidance of experienced financial advisors. You’ll have access to a comprehensive training platform to aid in the development of your personal financial advising practice. Through numerous partnerships with a variety of investment and insurance groups you’ll have access to the tools, resources, products and systems that we’ve found instrumental in developing a sustainable business.
Proper leadership and direction are imperative attributes that we strive to provide our advisors. Our success in doing so has set us apart in the financial advising industry. Our training platform provides hands on mentoring with personalized coaching designed to streamline each advisors individual growth. In addition, we’ve developed a national marketing system that is guaranteed to provide advancement in establishing your book of business. Say goodbye to cold calling and awkward sales gimmicks!
In considering any potential candidate, we expect the advisors on our team, and in our organization as a whole, to approach this position selflessly. This career provides an opportunity to have a positive and significant impact in an individual or family’s life, often for multiple generations. We expect motivation, drive and energy. You will need to be a self-starter, looking to find solutions and address issues proactively, and always with the highest ethical and professional regard. While Finity Group provides the platform and resources to build a planning practice, it will indeed be your practice and your clients – we need you to arrive every day with a sense of ownership and entrepreneurial spirit.
Profile of a Successful Candidate:
• The desire to help others
• The ability to build strong personal relationships
• The ability to draw energy and excitement from meeting new people and working in an ever-changing, dynamic work environment
• The ability to learn and be coachable
• Possessing confidence, self-motivation, a professional manner and an achievement orientation