Seeking experienced, motivated, outgoing individuals who are interested in building or expanding their career in financial services. Our team helps business owners, entrepreneurs?, executives and their families to create and preserve their wealth. This involves designing tax efficient retirement plans, developing succession/exit strategies in addition to counseling on wealth management and estate planning. Life/Health & security licenses required. Offer generous compensation and opportunity to partner. Please call myself Scott Sage or Terri Quijas 949-387-4460 or email terri@sage-fi.com
Aug 12, 2022