Lead with service
Start with the person, not the product. Listen well and make every conversation useful.
Careers at Umanzor Wealth
Join Umanzor Wealth.
Do work that matters. Help families and business owners find clarity, protect what they have built, and move toward the future with confidence.
Purpose meets possibility.
Build something meaningful
A career measured by the lives you help move forward.
At Umanzor Wealth, financial strategy is personal. Our team listens carefully, explains clearly, and helps people make decisions that can shape generations.
We are building a culture for thoughtful, driven people who value relationships, continual learning, and the responsibility that comes with earning a client’s trust.
Grow together. Celebrate together.
The work is shared, and so are the rewards.
What guides us
Bring your ambition.
Keep your humanity.
Make it clear
Turn complicated financial ideas into guidance people can understand and act on.
Grow on purpose
Build your knowledge, strengthen your craft, and create momentum together.
Own the outcome
Follow through, communicate honestly, and take pride in doing the details well.
Who thrives here
Curious minds.
Grounded people.
01
Relationship builders
People who earn trust through empathy, consistency, and genuine care.
02
Clear communicators
People who make complex topics approachable without losing the important details.
03
Self-starters
People who see possibility, take initiative, and stay accountable to the team.
Financial representative careers
More ways to build a practice of your own.
Newly licensed, mid-career, or already running a book of business—there is a path here. Every representative role shares the same planning process, the same training, and the same standard of care for clients. Curious what the income side can look like? See the income potential calculator
Financial Representative
Build your own practice with mentorship, licensing support, and a planning process that already works. You will meet families and business owners, learn what matters to them, and deliver strategies around income, taxes, protection, and legacy.
- Licensing and study support if you are new to the industry
- A named mentor and a structured first-year development path
- Warm introductions from our client and community network
Associate Financial Representative
Work alongside a senior representative on case design, client reviews, and follow-through while you grow into full client ownership at your own pace.
- Prepare plan illustrations and client review materials
- Join client meetings from day one
- Graduate into your own client relationships
Senior Financial Representative
Bring an existing book or build one quickly, backed by advanced planning support, tax strategy resources, and a service team that protects your calendar.
- Advanced case design and underwriting support
- Operations and client service help so you can stay in front of people
- Room to specialize in the market you know best
Representative, Business Owner Strategy
Partner with company owners on the issues that keep them up at night: tax exposure, key-person risk, buy-sell funding, succession, and keeping the people who drive the business.
- Work with owners across energy, trucking, real estate, and medical practices
- Coordinate with CPAs and attorneys on layered strategies
- Collaborate on our business tax reduction planning work
Retirement Income Representative
Guide pre-retirees and retirees through the decisions that shape the rest of their lives, from income sequencing and market risk to Social Security timing and long-term care.
- Design income strategies built to last three decades
- Lead annual reviews that keep plans on track
- Serve educators, professionals, and long-tenured employees
Representative Team Lead
Recruit, train, and coach a group of representatives while continuing to serve your own clients. For people who want their impact measured in careers as well as plans.
- Mentor new representatives through licensing and their first cases
- Own the growth plan for your team
- Keep an active client practice of your own
Representative roles are commission and incentive based with production bonuses; compensation grows with the practice you build. Licensing requirements vary by state and we support qualified candidates through the process.
Income potential calculator
See what a year of helping families could build.
Representatives are paid on the cases they help complete. Pick the balance a client brings to the table — from a job changer rolling over a 401(k) to a retiree repositioning larger savings — choose your contract payout, and set the pace of families you help each month. The client’s amount invested is not touched: the illustration applies a 7% compensation on each completed case, and your contract share of it.
From a job changer rolling over a 401(k) to a retiree moving a larger nest egg.
Your share of the 7% compensation paid on each completed case — the client’s amount invested is not reduced. *80% reflects the agency owner contract level.
Estimated annual income at each client balance
$100,000 balances$210,000
$250,000 balances$525,000
$500,000 balances$1,050,000
$1,000,000 balances$2,100,000
Your year at a glance
- Client’s amount invested (not touched)
- $250,000
- Your compensation per client at a 50% contract
- $8,750
- Estimated monthly income from 5 families
- $43,750
- Estimated annual income
- $525,000
Educational illustration only — not a promise or guarantee of income. It assumes 7% compensation is paid on each completed case without reducing the client’s amount invested, your contract pays the selected share with no expenses, taxes, or licensing costs deducted, and each month matches the pace you picked. Actual results depend on your contract, licensing, effort, and the clients you serve.
Talk About The Opportunity- Compensation is commission-only, with no salary, no guaranteed income, and no guaranteed clients.
- Representatives are independent contractors, not employees.
- Results shown are hypothetical, not typical.
- Figures are gross: they exclude taxes, licensing, E&O, marketing, and business expenses.
Open opportunities
Your next chapter could start here.
Beyond the representative roles above, we are always interested in meeting people who connect with our mission, even when a specific role is not listed.
Talent community
Join Umanzor Wealth Start a conversation
Financial professionals, client service specialists, operations talent, and growth-minded relationship builders are invited to connect.
Choose a convenient time to learn more about the business opportunity. Umanzor Wealth is committed to considering qualified applicants without regard to race, color, religion, sex, national origin, age, disability, or any other protected status.
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