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Plan Right Financial Group Jobs (NOW HIRING)

Bethpage

FVP, FourLeaf Financial Group

Bethpage, NY · On-site

$18K - $220K/yr

What You'll Do The FVP, FourLeaf Financial Group serves as the key executive leader of FourLeaf ... plan with employer match; reimbursement and wellness programs; and an annual performance-based ...

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Plan Right Financial Group information

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$31.5K

$74.5K

$117K

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

As of Jul 12, 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 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 is Planright financial?

Plan Right Financial Group is a financial services company that offers planning and advisory services related to investments, retirement, and insurance. Employees in roles such as financial advisors or planners typically need strong communication skills and relevant certifications like the Series 7 or Series 65. The company operates in a professional environment focused on helping clients achieve their financial goals.

Why do most insurance agents quit?

Most insurance agents quit due to high competition, challenging sales targets, and inconsistent income, especially during the initial stages of building their client base. The job often requires strong interpersonal skills, self-motivation, and resilience, as it involves ongoing prospecting and rejection. Many also leave because of the demanding schedule and the need for continuous training and certification to stay compliant and effective.

What is Plan Right Financial Group and what do they do?

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 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.

What are the key skills and qualifications needed to thrive as a Financial Advisor at Plan Right Financial Group, and why are they important?

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 highest paid position in insurance?

In the insurance industry, executive roles such as Chief Executive Officer (CEO), Chief Underwriting Officer, and Chief Financial Officer (CFO) tend to be the highest paid positions, often earning six- or seven-figure salaries. These roles require extensive experience, leadership skills, and often advanced certifications or degrees, and they oversee company strategy, underwriting, and financial management.

Is Plan Right financial a good company to work for?

Plan Right Financial Group is a financial services company that offers roles such as financial advisors and support staff. Employee experiences vary, but the company typically provides training, licensing support, and a commission-based compensation structure common in the industry.
More about Plan Right Financial Group jobs
What cities are hiring for Plan Right Financial Group jobs? Cities with the most Plan Right Financial Group job openings:
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Plan Right Financial Group jobs near you
Infographic showing various Plan Right Financial Group job openings in the United States as of July 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.

FVP, FourLeaf Financial Group

Bethpage

Bethpage, NY • On-site

$18K - $220K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 3 days ago

Job description

It Starts With Our Employees
FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work.
What You'll Do
The FVP, FourLeaf Financial Group serves as the key executive leader of FourLeaf Financial Group. This person leads the growth, performance, and talent development of FourLeaf Financial Group's investment sales program and is responsible for the compliance and operational soundness of the business. This role is responsible for creating and executing the program's sales and growth strategy, driving advisor productivity, recruitment to program head count expectations and cultivating a high-performance sales culture that delivers exceptional value to members. This leader partners closely with FourLeaf leadership, LPL Financial, and cross-functional business units to expand the program's reach, strengthen advisor capabilities, and ensure sustainable long-term growth.
Core Contributions
  • Lead the design and execution of a comprehensive sales strategy that drives advisor head count growth, production growth, enhances member engagement, expands product penetration, and ensures the investment program meets or exceeds revenue targets. Establish sales expectations, performance metrics, accountability models, and activity standards for financial advisors and sales support teams.
  • Drive proactive advisor recruiting efforts by building a targeted pipeline of experienced advisors and new-to-industry talent. In collaboration with HR, oversee candidate sourcing, interviewing, selection, and offer processes to ensure alignment with organizational goals, cultural expectations, and regulatory requirements. Establish and manage a structured onboarding framework that accelerates advisor integration and early productivity.
  • Provide ongoing leadership, coaching, and mentorship to advisors, emphasizing advanced sales techniques, practice management, book-building strategies, business planning, prospecting, and member relationship deepening. Develop individualized performance improvement plans and long-term development pathways to support advisor success.
  • Identify advisor book acquisition opportunities and provide financial analysis to executive leadership to facilitate purchases by FourLeaf.
  • Strengthen cross-functional collaboration with retail banking, marketing, community engagement, and other business units to drive referral activity and create a cohesive member experience. Partner with Compliance to ensure sales practices align with regulatory expectations, program policies, and LPL guidance.
  • Oversee sales reporting, KPI tracking, production analytics, forecasting, and advisor production tracking. Analyze performance trends, identify growth opportunities, and provide senior leadership with insights and recommendations to support strategic planning and program optimization.

Assets You Will Bring
  • Bachelor's Degree Preferred.
  • 15 Years experience within financial services, with a strong background in investment program sales leadership, advisor management, or wealth management recruiting.
  • Certifications: FINRA Series 7/63/24 Life Accident and Health Insurance License.
    • States Certified: NY, NJ, FL, PA
  • Computer Skills: PC, Windows, Internet proficient and MS Office (Excel, Word, PowerPoint, Outlook, Teams).

Estimated salary for this role is $180,00.00 to $220,000.00 annually. (FourLeaf Federal Credit Union offers a comprehensive benefits package, including medical, dental, and vision coverage; life and disability insurance; voluntary benefit programs; a 401(k) plan with employer match; reimbursement and wellness programs; and an annual performance-based bonus.)
What Sets Us Apart?
In addition to our comprehensive benefits, we invest in employee connection and well-being through:
  • Competitive 401(k)
  • Tuition and fitness reimbursement programs
  • Flexible work options
  • Volunteer opportunities
  • Executive "Water Cooler Chats"
  • Clubs, sports, and social events
  • Food truck days

....and more!
Who is FourLeaf?
FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey. From applying for a credit card to closing on your mortgage to opening your child's first savings account, FourLeaf is here to help you reach your financial goals.
We are proud to be an award-winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America's Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune's Best Workplaces in Financial Services & Insurance 2024.
As a credit union, our vision is to enrich the lives of our members, employees, and communities. Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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