- Experience a rewarding career where you grow both personally and professionally. At NextGen Financial Services LLC, we equip you to help individuals understand the fundamentals of personal finance—while you build a meaningful career in the financial services industry.
- Whether you're just starting out or looking to elevate your existing skills, we offer the training, mentorship, and support you need to succeed. As an associate, you'll play a vital role in helping families grow their wealth and protect what matters most.
- Join us in making financial literacy and security accessible to all—one family at a time.
o Schedule and manage client appointments efficiently
o Conduct in-person financial consultations with prospects and clients
o Utilize company-provided tools to assess each client's financial situation
o Perform gap analysis to identify needs and opportunities
o Recommend tailored financial solutions based on client objectives
o Present solutions in a clear and compelling manner
o Coordinate communications between clients and service providers
o Complete, organize, and maintain all required documentation accurately
o Build and nurture long-term, trust-based client relationships
o Generate new leads and follow up consistently
o Support team growth by helping to expand the field force and outreach
o Ensure full compliance with licensing, registration, and all regulatory standards
o Bachelor’s degree or equivalent experience in marketing, sales, customer service, or related fields
o Strong verbal and written communication skills
o Excellent interpersonal abilities and a client-first mindset
o Highly organized with strong problem-solving and multitasking capabilities
o Self-motivated, confident, and eager to learn and grow
o Energetic and proactive with a strong work ethic
o Leadership or management experience is a plus, but not required
As a full-service, independent financial services professional with NextGen Financial Services LLC, you’ll gain the tools, knowledge, and experience to create tailored financial strategies that genuinely improve people’s lives. You’ll work closely with clients to develop customized plans that address their specific goals in key areas such as:
o Retirement Planning – Help clients prepare for a confident and comfortable future
o Tax Strategies – Guide families on how to reduce tax burdens and keep more of what they earn
o 401(k) Rollovers – Assist individuals in managing retirement transitions and preserving long-term growth
o College Savings – Provide strategies for funding education while minimizing debt
o Asset Protection – Safeguard client wealth from unexpected risks or losses
o Risk Management – Offer solutions that provide income protection, life insurance, and long-term care planning
o Estate Planning – Help ensure assets are passed on effectively and wishes are honored much more—as your skills grow, so does your ability to serve.
Tell us about your home. We'll listen And then work with you to make sure you've got
Preferred Skills & Qualifications
Bachelor’s degree or equivalent experience in marketing, sales, customer service, or related fields
Strong verbal and written communication skills
Excellent interpersonal abilities and a client-first mindset
Highly organized with strong problem-solving and multitasking capabilities
Self-motivated, confident, and eager to learn and grow
Energetic and proactive with a strong work ethic
Leadership or management experience is a plus, but not required
What You Will Gain
As a full-service, independent financial services professional with NextGen Financial Services LLC, you’ll gain the tools, knowledge, and experience to create tailored financial strategies that genuinely improve people’s lives. You’ll work closely with clients to develop customized plans that address their specific goals in key areas such as:
- Retirement Planning – Help clients prepare for a confident and comfortable future
- Tax Strategies – Guide families on how to reduce tax burdens and keep more of what they earn
- 401(k) Rollovers – Assist individuals in managing retirement transitions and preserving long-term growth
- College Savings – Provide strategies for funding education while minimizing debt
- Asset Protection – Safeguard client wealth from unexpected risks or losses
- Risk Management – Offer solutions that provide income protection, life insurance, and long-term care planning
- Estate Planning – Help ensure assets are passed on effectively and wishes are honored
- And much more—as your skills grow, so does your ability to serve.
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Very helpful fully explaining the different plans. Cash value is accessed via policy loans, which accrue interest and reduce cash value our valuable items.
Very helpful fully explaining the different plans. Cash value is accessed via policy loans, which accrue interest and reduce cash value our valuable items.
Serving the interests of our clients. Personalized support and relationships matter to us. Because we are owned by banks, we are empowered to deliver top-notch support and services able to add on additional.
Serving the interests of our clients. Personalized support and relationships matter to us. Because we are owned by banks, we are empowered to deliver top-notch support and services able to add on additional.
Serving the interests of our clients. Personalized support and relationships matter to us. Because we are owned by banks, we are empowered to deliver top-notch support and services able to add on additional.
Serving the interests of our clients. Personalized support and relationships matter to us. Because we are owned by banks, we are empowered to deliver top-notch support and services able to add on additional.
Serving the interests of our clients. Personalized support and relationships matter to us. Because we are owned by banks, we are empowered to deliver top-notch support and services able to add on additional.
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