Broker Check
Client Centered

We are in high growth mode – looking for a few good Financial Advisors who love what they do, and love the people they serve.

We offer comprehensive solutions with investments, financial planning, insurance, strategic business planning, and tax/accounting services – all of which compensate our advisors.

We really like our culture. Our co-workers are like family, and our team enjoys exclusive benefits that include a great work environment, culture of giving, and scheduled events for team members and family.

We believe in efficiency and have a workforce that can engage entirely online. We have complete flexibility to work remotely and serve clients anywhere in the US.

Benefits to working with Turning Point:

  • Competitive compensation, continual professional development and cutting-edge service offerings.
  • Super creative and innovative financial service solutions that people want and need - prepared by our team and with your collaboration.
  • Robust benefits after 90 days of employment:
    • Health insurance
    • Short- and Long-Term Disability Plan
    • Life Insurance
    • Generous 401k matching program (after 6 months of employment)
    • Employee tax preparation & filing (credit towards services of $400 per year)
    • A comprehensive financial plan to help you build your own financial success (after 1 year of employment)
  • Training and one-on-one coaching from internal and external financial services professionals. 
  • Internal competitive contests with extra bonus potential
  • Feeling like a valued part of the Turning Point team of fun and energetic people who love to come to work each day.

As a Turning Point Advisor, you can look forward to

  • Client support systems and staff – we handle most of the service so you can handle your client relationships.
  • Marketing support to include firm sponsored lead generation activities, as well as an individual marketing programs.
  • Several potential streams of reoccurring revenue from your client relationships and referrals (vs. the typical ONE stream of asset based income).
  • Ability to help clients develop and work towards their financial goals.
  • Ongoing professional development and support.
  • Unlimited potential for financial growth, starting with bonus potential in year ONE.

Turning Point advisors enjoy robust client support services, cutting edge technology, marketing and SEO support services, professional investment and insurance solutions, financial planning team support, assistance with niche development, etc. Our systematized client service model, fee structures, client communications programs, financial planning techniques, software deliverables, vendor relationships, etc., allow advisors to focus on building a stronger value proposition and referral base with clients.

Also, our service offering allows the right advisor to participate in multiple revenue opportunities from various services (vs. just insurance or investment compensation). The full support team allows productive advisors to dedicate more time to client facing activities, which includes marketing and prospecting. Our business model provides an entire back office and growth plan to the right advisor.

About Turning Point


As a consumer-friendly financial firm with a dominant local presence, Turning Point Financial has been serving clients for over 25 years.  We have won the “Best Financial Planning Company” by consumer votes for 3 years in a row!  Going well beyond investing, our scope of services includes tax and accounting services, financial planning, business consulting, investment advice and management, and dealing with complex insurance products.  As a team, we are focused on innovation, growth and helping clients reach their goals. When our clients win, we also win.