Career Opportunities

A profession in the financial services industry can provide you with the personal satisfaction of knowing you can make a positive impact on people’s lives while enjoying a flexible schedule, excellent training, and outstanding benefits. Your income potential will match your talent and initiative. You define your own financial goals rather than worrying about salary caps, corporate grade levels or glass ceilings.

Experience has taught us that there are certain people who do particularly well as financial services professionals. Drive, passion, desire and the ability to work

independently toward a vision make up several components of the formula for success.

Whether you’re looking for ways to expand your existing product line, seeking to balance work and your personal life or looking to maximize your career potential, we encourage you to consider a range of career opportunities with us. You will be provided with a diverse portfolio of products and services while backed by our commitment to your personal and professional development.

Though some firms have distilled this formula to a science, we tend to think that there is an art to being a financial services professional. You do not need to fit a prescribed mold. Come as you are, and let’s determine together how you will fit.

Meet Our Recruiter

Stephanie Baker

Director of Development


Stephanie graduated Magna Cum Laude from the University of St. Thomas with a Bachelor of Science degree in Business Economics and a Bachelor of Arts degree in Psychology. Stephanie works with our Vice Presidents as they build their teams and strive to bring on-board some of the highest quality financial professionals in the Twin Cities, Duluth, Rochester, Fargo, Omaha, West Des Moines, the Quad Cities, and Reno. She holds her Minnesota Life, Accident and Health Insurance license, Series 6 and Series 63. Stephanie served on the board of the Twin Cities chapter of Women in Insurance and Financial Services from 2008 – 2013 and served as chapter President for the 2012 term.

Stephanie has been active outside of the office, having been a member of the Minnesota Vikings Cheerleaders (MVC) for six seasons, as well as team captain for two seasons. She was voted Most Valuable Cheerleader in 2006 and was selected to represent the MVC at the 2007 Pro Bowl in Honolulu, Hawaii. She was an MVC All Stars head coach for four seasons and in 2012 was named as a National Top 5 Coach of the Year for DX Americup. Stephanie co-coached the MVC Prep Classes for women preparing to audition for the upcoming seasons from 2011 – 2019. Stephanie grew up in Maple Grove, MN where she currently resides with her husband, Mickey, and their sons, Dominic, William, Henry and Vincent.

Stephanie loves helping build teams and on-boarding the highest quality advisors.

Apply Today

Experienced Financial Professionals

We inspire the “best of the best” to realize their full potential because we understand the values that seasoned professionals bring to the financial services industry. Outstanding achievers are provided with the tools to expand their practices. We offer a series of programs specifically geared towards top producers to help them maximize their business potential.

Our goal is to make it easy to do business with us and to support you every step of the way. Through personalized attention and a broad spectrum of products and services backed with our excellent reputation, we aim to deliver promises of the highest integrity and value to you and your clients.

New Financial Professionals

Not only do we offer you access to a vast portfolio of insurance, retirement and investment products, we will allow you to promote yourself in the way that makes most sense to you and your market. The decision is yours to make.

We pride ourselves on the time, effort, and resources we have invested into developing an infrastructure that will help our financial services professionals to succeed. From marketing support to on-site specialists, comprehensive training, and highly efficient new business processing, our goal is to make your life easier so you can focus on what you do best - seeing clients and prospects.


What do you dream of doing after college? Perhaps you aspire to be an entrepreneur, or maybe you see yourself in management and leadership. Whatever the future holds for you, whether running your own business or running someone else’s, our college internship program may be the place you find the inspiration to follow your dreams.

Through our rigorous internship program, we provide extensive training and education in all aspects of our financial services operation. Interns rotate through our business, allowing them and our team to sample and assess their viability as a financial services professional.

Successful applicants are provided the opportunity to evaluate the career. They rotate through various departments, build business and marketing plans, and are exposed to client interaction. Our curriculum not only includes the basics of personal and business finances, but interns are also exposed to various aspects of entrepreneurship and experience firsthand the operation of a successful business.

Interested? Contact Us!