Overview

✨ Elevate Your Financial Practice with ASB Financial ✨Backed by 39 Years of Innovation and Trust

Are you a seasoned financial professional ready to scale your impact? At ASB Financial, an independent IMO and Broker/Dealer, we provide the tools, leads, and support you need to thrive—without the cold calls or product limitations.

 

Why Top Advisors Choose ASB:

• Qualified Leads Delivered – Vetted prospects from seminars and trust partnerships.

• No Proprietary Limits – Open architecture means you always offer the best solution.

• No Upfront Costs – Get started with zero financial risk.

• Keep 100% Commission – Or partner with our experts on complex cases.

• Tech-Enabled & Proven – Work with a digital-forward, 39-year-old asset management leader.

Responsibilities

 

Your Role:

• Engage Warm LeadsConduct meaningful consultations with pre-screened prospects to understand goals and build trust.

• Lead Seminars with AuthorityDeliver expert presentations alongside our trust firm partners—educate, connect, and inspire action.

• Follow Up with IntentionStrengthen relationships post-seminar through strategic, personalized outreach.

• Be the Expert Clients TrustProvide tailored financial solutions that integrate seamlessly with estate and trust needs.

• Stay Organized, Stay AheadLog client interactions, track outcomes, and ensure full compliance and continuity.

 

Qualifications

 

Ideal Candidates:

• CFP®, ChFC®, securities-licensed CPA, or MDRT-level producer

• Skilled communicator with high integrity and a client-first mindset

• Looking to grow within a supportive, non-captive environment

Take Control of Your FutureJoin a firm that supports your independence while powering your growth.Apply today.

 

Compensation

USD $100,000.00 - USD $200,000.00 /Yr.