About Us
Mosaic Retirement Planning, LLC (MRP) is a comprehensive financial planning and investment advisory firm. MRP provides financial planning, annuities, insurance, and investments to the public. MRP has adopted a financial planning process that is recommended by the CFP Board, which is widely regarded the gold standard for financial planning. MRP is an independent firm, and therefore does not promote any products, MRP provides custom planning to every client and uses a diverse array of products to implement the client’s financial plan. MRP is committed to be the best in the region at personal retirement planning, for a reasonable cost. MRP’s mission is to have a positive impact in the lives of the community, one family at a time. Visit for more information.
Position Summary
The Financial Advisor (FA) aspires to be a CERTIFIED FINANCIAL PLANNER™ with their own client base and we will pay the FA to learn, until they can earn enough in commissions & fees to replace their salary. As part of their learning, they will be provided part-time hourly compensation plus incentive pay structure, extensive on-the-job training and will be immersed in learning-by-doing every aspect of providing financial planning services, including but not limited to: Administration, Financial Planning, Investment Management, Business Development, Practice Management & Client Relations. The independent financial advisor will eventually be given leads which he/she will be expected to convert into clients, and he/she is expected to contribute towards the creation of new lead sources through the development and execution of marketing initiatives at MRP. The associate will report to the President until they can become a self-sustaining financial advisor.
Duties and Responsibilities include, but not limited to:
Business Development and Marketing
Client Onboarding, Financial Planning & Investment Advisory
Critical Skills Sought
Preferred Qualifications
Why Work at MRP
If you are looking to start or continue your advising career, gain mentorship in a one-on-one setting from a CFP® that is vested in your success, and seek to eventually have ownership and autonomy of your own book of business; all while making a significant impact in your client’s lives, this may be the perfect fit for you. By joining a practice where you can use your relationship building skills and your ability to meet and exceed goals, you will have the opportunity to build a world class, client centered practice with no ceiling on income. Ideal candidates are currently with a financial services firm but are dissatisfied with the a) politics, b) corporate ceiling, c) lack of independence, d) lack of opportunity to help others in a meaningful way. In this rare opportunity, you will learn more about sales and marketing in the financial services industry and what it takes to build a thriving and sustainable practice. At MRP, you will enjoy the following benefits:
How to Apply
Send resume and cover letter to info@mosaicretirement.com. Cover letter should include the following:
This description covers the major purpose and major functions of the job. It is not intended to give all details or a step-by-step account of the way each task is to be performed. Employees may receive other job-related instructions and be required to perform other job-related duties requested by their supervisor. All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities.
Mosaic Retirement Planning provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
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