Discover a Career where Purpose meets Opportunity
Let’s Explore What’s Possible
Make a Local Impact
Help individuals, families, and businesses in your community plan, protect, and thrive.
Earn What You’re Worth
Roles in financial services and insurance offer strong income potential and long-term security.
Grow with Intent
Whether you're just starting out or looking to level up, this industry offers real career paths and lasting growth.
Join a business that inspires you
From financial guidance to risk protection - firms often offer a breadth of solutions targeting personal and business clients. Forgent helps you connect to firms that serve clients in ways that have real impact.
Wealth Management & Financial Planning
Life Insurance, Retirement Income & Estate Planning
Group Benefits & Business Planning
You Don’t Need a Finance Degree — Just the Right Mindset
Of course, an interest in financial concepts matters — and there’s plenty of opportunity for those with business or finance backgrounds. But what sets successful professionals apart in this industry often comes down to mindset and character, not pedigree.
Here are a few of the qualities that truly drive success:
Self-Starter Mentality
You take initiative, set goals, and work hard to reach them without needing constant direction.
Detail-Oriented with Follow-Through
Precision, organization, and follow-up are what make plans real and relationships lasting.
People-Centered Approach
Whether you're advising clients or supporting teammates, you lead with empathy and build trust.
Growth Mindset
You don’t need to know everything on day one — but you do need to be curious, coachable, and committed to continuous learning.
Find the right firm & role for you
Financial services and insurance firms come in many shapes and sizes. Some operate independently, others are part of regional groups, and many belong to large proprietary networks.
But while firm structures vary, the core roles remain remarkably consistent — and each plays a critical role in delivering value to clients.
Producers & Advisors
The client-facing professionals who generate new business, offer guidance, and build trusted relationships.
Sales Support & Planning Roles
These team members assist with proposal preparation, case design, product selection, and pipeline management — enabling advisors to focus on client engagement.
Client Service & Operations
The operational backbone of the firm, handling onboarding, account maintenance, compliance, and everyday client needs.