Welcome to work life balance
Whether you are early in your career or planning ahead to wind things down, we're looking to grow with advisors at all parts of the career. Explore the various opportunities, learn who we are, and why you may want to join us.
Opportunities at G9 Financial
Junior Partner
We have been there. The early part of your career with ambition and some time spent in business and are looking to find the right team around you to continue growing.
We are looking for people to join our team early in their career that need some guidance, structure with upside potential.
Partner Level
Are you alone or looking to join a successful financial services firm that prides itself on giving white glove service to their clients? We may be a fit for you.
Dan and Michael have built G9 Financial with a structure and processes of continually adding more Partners to the team. We treat our team like a family and are looking for those that want to have fun while continuing to build their practice. We continually want to add more voices and perspectives to our team to challenge our beliefs and help us grow for years to come.
Senior Advisor Looking for Continuity Plan
Are you an advisor that has spent your career building a practice made of up people you care about and are looking for a team that can continue that great service and care to your clientele?
We may be a fit. We have completed 8 successful practice acquisitions and transitioned those clients into our practice. G9 Financial is built to continue this path with our service and advisory team.
Why work with us?
G9 is built for the modern-day advisory team. We care about what we do, our clients, our team and our communities and have built a firm that can support growth. We are passionate about the financial services industry and serving our clients.
We have the technology, staff, marketing plan, broker dealer and experience to continually add to the G9 team. We want to attract likeminded individuals to dig in for the hard work and fun of growing our brand and skills for the future.
TECHNOLOGY
PROCESS
TEAM
MARKETING
EXPERIENCE
INDEPENDENCE
Bringing it all together
Clients stay connected
Our clients get access to a dashboard to keep track of all accounts in one place. The platform allows clients to access reporting, budgeting and performance tools, and more.
Experience
Our advisors have a combined experience of 90 years in the Financial Planning business. We continually educate ourselves on the latest updates in the industry with our peers through networking, at conferences and by working together to discuss new strategies and ideas to benefit our clients.
Process
G9 is built on systematic processes for our financial planning, service team, review meetings and marketing. Process helps take the guess work out of ordinary tasks to make sure we are as efficient and detailed everyday. Learn more below.
Team
Our team of experienced financial consultants have a passion for helping clients achieve their financial goals. Our unique service experience ensures you have the right ideas, strategies, and concepts at hand.
Technology
As independent advisors, we are able to use and build a technology stack that best suits our practice. We are constantly monitoring new options and adding and subtracting to enhance the advisor and client experience.
Independence
Cambridge Investment Research, Inc. & TAG Advisors
As a Cambridge Investment Research, Inc. & TAG Advisors firm we maintain the ownership of our client relationships and business decisions, but get the benefits of a vast amount of resources and support.
Marketing
G9 Financial has marketing tools and support available to help partners stay connected with their clients and communicate what we are all about to potential clients. This way you can focus on their financial goals.