Are you a leader who has the following traits?
• Competitive
• Entrepreneurial
• Coachable
• Ethical
• Self-disciplined
• Grit
If yes, you should consider a career as a Financial Professional at Adaptation Financial to drive
positive impact in the lives of families every day. Adaptation will invest in your success from the
start, training you in valuable skills such as marketing, customer relationship management
(CRM), and communication, providing you home office support team and sales support to guide
your success.
Who we are…
As a legacy firm, Adaptation Financial exists to advise generations of families and business
owners towards designing and protecting their legacy. Our mission is to build relationships of
understanding with our clients, so we may help them adapt to the challenges they will face
while guiding them towards their life goals.
What we offer…
Career Path Options and Benefits
YOU have the power to determine your own success with multiple career path options!
- Stability as a W-2 Employee: Enjoy the financial security and benefits of being an Adaptation Financial employee, including a competitive salary, full medical/dental/vision benefits, 401k Plan, and PTO Schedule.
- Opportunity to own your own business.
- Even the Opportunity to become an owner after you have started and built the foundation as an employee.
Support and Resources
- Announcement letter from the firm to your natural market
- Open house/cocktail reception hosted by the firm for your professional introduction
- Personalized identify brochures
Training and Development
- We’ll equip and train you with a multi-faceted approach that includes Weylman Training Program for assistance identifying your target market based on your personal interest and background.
- Personalized coaching and training calls from experienced professionals
- 36-month training program
- Intense initial 180-day program covering the basics of sales and products
- Extended training program moving towards your CFP designation
- Open architecture: offers advisors and clients access to a variety of carriers/products
- Accumulation Products
- Stocks, Bonds
- Mutual Funds, 529 Plans
- Life Insurance, Annuities
- Protection
- Life Insurance- 30+ Carriers
- Long Term Care Insurance
- Disability Insurance
- Retirement Plan
- 401k, Pensions, Cash Balance Plan
- IRA, Roth IRA, SEPs
To provide a better way for clients to grow, manage and protect their assets.
This is the short answer to the origin and purpose of Adaptation Financial. After more than
30 years of helping people with every type of financial situation, I learned a lot about the
range of products and services out there. But I learned a lot more about people, and ho w
everyone, without exception, is unique in their desire for financial security. The term
“financial security” has a completely different meaning from person to person.
I developed a simple philosophy: “the situation is the boss.” This is the starting point for me
and for my entire team when we meet with a client. Once we assess your situation, we go
to work helping you manage your assets and plan for the future. We don’t have
preconceived notions about anyone’s situation, or prepackaged plans to sell. We are
problem-solvers first, financial professionals second, thoroughly assessing your risk
tolerance before creating a strategy that takes everything into consideration—your goals,
your concerns, your needs—and works in your best interest.
Why Adaptation Financial?
Because adaptation is a process of adjustment, of transformation. Adaptation is what you
do to thrive in changing conditions. Adaptation is what we do to help you achieve
success—YOU DEFINE IT.
Adaptation Financial knows what it takes to build a lasting business, and we want to help
you build yours.
To learn more about becoming an independent advisor with Adaptation Financial,
please contact Krista Paramore, VP of Talent Acquisition and Development, at kparamore@adaptfa.com or call 800-522-8727.
Adaptation Financial is an Equal Opportunity Employer – M/F/Veteran/Disability/ Sexual Orientation/Gender Identity
