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Careers

Join. Build. Grow. Achieve. Succeed.

adaptation Financial Advisors has over $800 Million in Assets Under Management, $5 Billion of in force insurance, and serves over 36,000 policy holders *

At adaptation Financial Advisors You Can...

  1. Affiliate the way that makes sense for your business vision
    • with an affiliation model based on the level of independence and support you want, while using your own unique business name. And as your business evolves, your affiliation can change with it.

  2. Benefit from our experienced and dedicated transition team
    • with our concierge service to help transition your practice with minimal disruption to your clients and your day-to-day business operations.

  3. Take advantage of our open product solutions
    • with a comprehensive range of investment, advisory and protection products from leading carriers to help meet your clients’ needs.

  4. Utilize regional and national resources to support your business growth
    • with industry leading technology, practice management, market development, training and business support.

  5. Build equity in your business and reap the benefits of the success you build
    • with our innovative Equity and Succession Planning Platform.

  6. Be recognized and rewarded for dedication, hard work and client service excellence
    • with our exclusive Top Producer Program benefits.

What Makes Us Different 

At adaptation Financial Advisors your practice is built by you but backed by local and national resources to help move your practice forward. This unique combination of independence and support allows you to stay focused on meeting the needs of your clients, while providing help when you need it.

  • Independence with an open ARCHITECTURE platform that includes a comprehensive range of investment, advisory and protection products from leading carriers.

  • Regional infrastructure support through local firm that provides compliance, supervision, technology, marketing, training and other services that allow you to stay focused on meeting the needs of your clients.

  • The financial strength and scale associated with a well-recognized financial services company that’s been around for more than 150 years.

adaptation Financial Partners knows what it takes to build a lasting business, and we want to help you build yours. If you are interested in being affiliated with an organization that will support your independent vision while providing personalized resources and guidance, please contact us at careers@adaptadvisors.com.

Career Opportunities

Experienced Financial Advisor

Position Description

  • Generates new business by contacting potential clients and assessing the needs for: Wealth Transfer, Wealth Accumulation, Retirement Planning, Business Succession Planning, Executive Benefits and Charitable Planning.
  • Has the ability to offer a variety of services based on a client’s needs and helps clients choose the plans that best suit their needs, including life insurance, asset management, investment portfolio review, estate planning strategies, 401k plans, disability insurance, group benefits for businesses, and succession planning for businesses.

Experience

  • Extensive existing relationships, both personal and professional, with high net worth individuals, families, and businesses, CPA’s and attorneys who advise high net worth clients, and charities.
  • Business development experience.
  • Experience in any of the following areas: designing insurance products as an investment, estate planning strategies, or gathering assets under management.

Required Qualifications

  • Bachelor’s degree
  • Proven ability to meet and exceed production goals.
  • Ability to consult and advise
  • In-­place client relationships, people skills.
  • Well organized.
  • Strong written and verbal communication; a persuasive and passionate communicator.
  • Microsoft Office general knowledge of current technology systems.

Preferred Qualifications

  • Advanced degree in business or related fields.
  • Accounting, Legal, or Executive Leadership.
  • Life, Accident & Health License
  • Series 6, 63 required (or need to obtain within a specified time period)


Apply Here

Financial Representative

Position Description

  • Generates new business by contacting potential clients and assessing the needs for: Wealth Transfer, Wealth Accumulation, Retirement Planning, Business Succession Planning, Executive Benefits and Charitable Planning.
  • Has the ability to offer a variety of services based on a client’s needs and helps clients choose the plans that best suit their needs, including life insurance, asset management, investment portfolio review, estate planning strategies, 401k plans, disability insurance, group benefits for businesses, and succession planning for businesses.

Experience

  • Existing relationships, both personal and professional, with high net worth individuals, families, businesses, attorneys who advise high net worth clients, and charities.
  • Experience in any of the following areas: a leadership role, part of student groups/clubs, demonstration of effective time management and analytical skills.

Required Qualifications

  • Proven ability to meet and exceed production goals.
  • Ability to consult, advise and lead.
  • In-place client relationships, people skills.
  • Well organized.
  • Strong written and verbal communication; a persuasive and passionate communicator.
  • Microsoft Office general knowledge of current technology systems.

Preferred Qualifications

  • Bachelor’s degree in business or related fields.


Apply Here

* - adaptation and its affiliate Rockgate Financial Partners