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$31.5K

$74.5K

$117K

How much do plan right financial group jobs pay per year?

As of Aug 25, 2026, the average yearly pay for plan right financial group in the United States is $74,528.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,000.00 and $94,000.00 per year, depending on experience, location, and employer.

What is Plan Right Financial Group?

Plan Right Financial Group is a financial services company that specializes in providing insurance solutions and financial planning for individuals and families. They typically offer products such as life insurance, final expense insurance, and retirement planning services. The company works with clients to assess their financial needs, recommend suitable policies, and help them secure their financial future. Agents at Plan Right Financial Group are trained to guide clients through the process of choosing and applying for the right insurance and financial products.

What types of career growth opportunities can financial advisors expect at Plan Right Financial Group?

At Plan Right Financial Group, financial advisors often have access to a clear career path that includes advancement into senior advisory roles, team leadership, or management positions as they gain experience and demonstrate strong performance. The company typically supports professional development through ongoing training, mentorship programs, and opportunities to earn industry certifications. Advisors who consistently meet or exceed goals may also be given the chance to specialize in areas such as retirement planning, estate planning, or wealth management, further enhancing their expertise and career prospects.

What are the key skills and qualifications needed to thrive as a financial advisor at Plan Right Financial Group?

To thrive as a Financial Advisor, you need a strong foundation in financial planning, investment strategies, and relevant certifications such as a FINRA Series 6 or 7 license and/or life insurance license. Familiarity with financial planning software, CRM systems, and compliance platforms is typically required. Excellent interpersonal skills, integrity, and the ability to build lasting client relationships are crucial soft skills for success. These competencies ensure you can provide sound financial guidance, comply with regulations, and foster trust with clients, which are essential for long-term success in the financial services industry.

What is the difference between Plan Right Financial Group vs Financial Advisor?

AspectPlan Right Financial GroupFinancial Advisor
CredentialsCertified Financial Planner (CFP), Series 7/66 licensesCFP, Series 7/66, or other licenses
Work EnvironmentFinancial planning firms, client consultations, office settingsBanking, independent firms, or corporate environments
Industry UsageFinancial planning and wealth managementInvestment advice, portfolio management, financial planning

Plan Right Financial Group primarily focuses on comprehensive financial planning and wealth management, often working closely with clients to develop tailored strategies. Financial Advisors may have a broader scope, including investment management and sales of financial products. Both roles require similar certifications and work in related environments, but their specific services and client interactions can differ.

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What states have the most Plan Right Financial Group jobs?

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What job categories do people searching Plan Right Financial Group jobs look for?

The top searched job categories for Plan Right Financial Group jobs are:

Plan Right Financial Group jobs near you
Infographic showing various Plan Right Financial Group job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $74,528 per year, or $35.8 per hour.

Client Service Administrator - Maar Financial Group

Thrivent Financial

Crown Point, IN • On-site

$46K - $58K/yr

Full-time

Medical, Retirement

Re-posted 16 days ago

Thrivent rating

8.8

Company rating: 8.8 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

Job description

Summary

This position provides licensed financial and non-financial support to Maar Financial Group and will serve as a resource to Thrivent Financial for Lutherans Financial Advisors. Individuals in this position will be focused on securities and investment advisory products and services as well as fixed and variable life, health, and annuities products and together with the Financial Advisors, will serve the financial and non-financial needs of Thrivent members, customers, and their families. Responsibilities may include working with a Financial Advisor to develop and implement business and marketing plans to acquire, cultivate, and retain members, prospecting and marketing, case and proposal preparation, referral generation, and building a sense of "community" with and among members and prospects. The Associate reports to and is employed/contracted by the Financial Advisor. Thrivent Investment Management Inc. is the sponsor for FINRA registration and Thrivent Financial for Lutherans is the sponsor for insurance licensure.

Job Description

Position Summary

Maar Financial Group is looking for a self-motivated individual who thrives working not only independently but also with a team. The Client Service Administrator's main responsibilities will include providing client service along with advisor support: answering client questions regarding insurance and financial accounts; assist advisors with meeting preparation and assisting with forms and transactions for financial accounts; supporting projects and the administration of various programs, assisting with drafting financial plans and reports; accepting and/or entering securities trade orders from customers; contacting clients for service related matters; and, participating in occasional marketing events that may occur during non-business hours.

Compensation

Compensation will be market and situation-based, corresponding to the candidate's experience level and credentials. The package will include a competitive salary, annual bonus opportunity after one year's employment, and participation in a 401(k) plan. Option of medical.

Salary Range based on license status: $46,000 - $58,000

Position Roles/Responsibilities/Accountabilities

  • Bachelor's degree, preferably in a business or finance related field
  • Must have or be interested in attaining securities registration with SIE, Series 7 and Series 66 within 120 days of employment as well as insurance licensing
  • Interested in understanding economic trends, regulations, and other factors affecting client investments
  • Excellent writing skills
  • Very detail oriented and organized
  • Excellent problem solving and communication skills
  • Ability to flourish in a fast-paced environment
  • Ability to maintain integrity of sensitive/confidential information
  • Work well in a team-oriented environment
  • Demonstrate an ability to develop and cultivate relationships
  • Accept feedback and constructive criticism well
  • Pass any applicable pre-employment tests
  • Be able to demonstrate customer service orientation/experience obtained in any field
  • Proficient in Microsoft Word, Outlook, and Excel

External/Internal Dependencies

  • Must be able to work with all roles of the Maar Financial Group.
  • Must be able to represent the organization in work with external clients.
  • Must be able to cultivate and maintain relationships with outside organizations.

As part of Maar Financial Group recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

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