Build a career primed for “U”
Become a financial advisor with a firm that invests in YOU and your success
An income you control
A flexible work-schedule
A lifestyle without limits
Start here. Grow here.
Burnout is real. Change is hard. Nobody wants to feel stuck in their job. Yet, without a guide or a roadmap, it’s difficult to make the changes needed to further your career.
Get the training needed to succeed
Overcome your fear of a new career by working with a team committed to your success.
Build a client base that multiplies
When you join our team, you gain the technology stack, products, and marketing materials you need to grow a thriving business.
How our technology and marketing helps you build your book of business >>
Work in a recession-resistant industry
Not only will you gain access to small business owners and individuals seeking financial guidance, but you’ll also work in the K-12, nonprofit, church, and hospital space, to solidify your revenue stream immediately.
Join our financial advisor team
WE ARE A SELECTIVE GROUP OF ADVISORS WHO HAVE HELPED THOUSANDS OF FAMILIES & SMALL BUSINESSES STABILIZE AND IMPROVE THEIR FINANCIAL FUTURES.
Our team serves individuals and businesses in the private sector as well as in the education, nonprofit, and government sectors.
Making a change is overwhelming.
Our team has you covered.
With a comprehensive set of training, you can be assured your transition to becoming a Financial Advisor with Financial U will be seamless and exciting.
We have over two decades of experience helping small business owners, teachers, church leaders, government employees, and families financially prepare for the future. We have locations in 5 states and are growing exponentially!
A plan to grow your career
1. Step One
Attend an opportunity meeting
2. Step Two
Complete training
3. Step Three
Start closing business!
We are a team committed to your success
Love your client as yourself.
At Financial U, we apply that not only to the way we treat our clients but the way we treat one another.
Maybe you’re tired of building your career alone. Or perhaps the team you currently work with makes you feel undervalued or stuck. When you join our team, we’ll introduce you to a culture of success, opportunity, camaraderie, and fun.
With over 20 years of experience in the financial services industry, I have built a top-notch team of financial professionals. I will introduce you to a marketplace where you can grow your career to the next level–and feel great doing so!
So stop feeling stuck, isolated, and undervalued, and start a journey for “U” with Financial U.
I hope to talk with you soon. – CODY CARPENTER,CFP® FOUNDER , FINANCIAL U
Words from our team
Before I joined Financial U, the agency I was working for wasn’t really working out. I was looking for an agency that was a little more innovative. When I found Financial U, the first thing that stood out to me was a company that was leading the industry in technology. I instantly knew I would have the tools to succeed. Through Financial U, I have been able to expand my client base by utilizing email marketing, lead generation, and leading workshops. By having access to these tools, I was able to adjust to our current season by going completely virtual. Looking forward, I know that I will continue to be able to help people in different demographics by having access to Financial U’s top of the line technology, strategies, and support.
I joined Financial U for the economic freedom I didn’t have at my last company. With access to the Financial U marketing tools and materials, I have been able to significantly expand my client base. I can’t wait to continue to grow with Financial U. The flexibility allows me to grow at a pace that I am comfortable with.
Before Financial U I was selling life insurance. I knew that wasn’t what I wanted to do forever. I started looking for a full-service broker with a niche in retirement planning, and Financial U stood out. Cody and his team offer support the second you sign on. I had a stream of leads that helped me get out the gate and generate income quickly. My relationship with Cody totally exceeded my expectations. The future is bright. The 403b market has a tremendous opportunity and since that’s Financial U’s strength, it sets a solid foundation for success.
Be confident in your future
At Financial U, we know you want to be confident in your future. In order to do that, you need a career with plenty of opportunities that will prime you for success. The problem is that without guidance to make a significant life-change, you feel stuck or lost.
We believe it shouldn’t be so hard to have a flourishing career in the financial services industry. We understand making the first move is overwhelming, which is why we offer our comprehensive training and launch you with a stream of appointments to build your business immediately. Rest assured your transition will be seamless and exciting.
The plan to join the Financial U team
- Attend an opportunity meeting
- Complete training
- Start closing business!
So, fill out the questionnaire to get started. Are you ready to stop feeling stagnant in your career and instead be confident in your future? Join the Financial U team today.
Taking ownership of your career future is daunting, but worth it.
It paid off big time for investment advisor Matt Clark. Fill out the form below to download Matt’s story: Resigned to Reinvigorated: A Story of Success Waiting for You At Financial U
Taking ownership of your career future is daunting, but worth it.
It paid off big time for investment advisor Matt Clark. Fill out the form below to download Matt’s story:
Resigned to Reinvigorated: A Story of Success Waiting for You At Financial U
