Choosing the right Broker/Dealer is serious business

Find out why joining PlanMember could be the right move
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PlanMember has opportunities for financial professionals at all levels, from newcomers and those with years of experience, and even advisors approaching their own retirement.

Take a good look at PlanMember

For decades PlanMember Securities Corporation has been a leading retirement planning Broker/Dealer. We understand what financial professionals want in the individual and employer-sponsored retirement plan marketplace and are nimble enough to deliver, and have opportunities to join a team, start a team, or remain a sole practitioner. There are many reasons to consider joining PlanMember, including:

  • Financial professionals control their own clients
  • A team will help ensure a smooth transition with the majority of business moved within 90 days
  • Build or strengthen a fee-based business by leveraging PlanMember’s top-down model, value added product platform and support infrastructure
  • PlanMember’s Service Center is available to financial professionals and clients during business hours to provide administrative support
  • A Business Development team provides mentoring, training and sales support
  • Access to markets where PlanMember already has relationships with employers as the approved and/or preferred provider
  • A collection of turnkey compliance-approved, co-branded marketing programs are ready for immediate implementation and personalized to the financial professional’s business model
  • Customized websites help attract prospects and deliver account details and PlanMember manages, hosts and updates website content to keep it fresh

To have a confidential conversation about even more reasons to join PlanMember Securities, contact our recruiting team today.