Build a Career in Financial Advising
Help clients take control of their financial future while building a career with unlimited potential.
Choose Your Path
Internal Advisor
Taylor Morgan, Age 26
Background:
Taylor holds a degree in finance and has spent the past few years working in a traditional banking environment. While proficient in conventional financial products, Taylor felt constrained by the limitations of standard banking practices. Upon discovering the Infinite Banking Concept through Ascendant Financial’s resources, Taylor became passionate about empowering clients to take control of their financial destinies.
Motivation & Career Goals:
Best Path at Ascendant Financial:
Taylor is an excellent fit for the Internal Advisor role. This position offers structured support, direct client engagement, and ongoing mentorship in IBC practices. With access to Ascendant Financial’s pre-built resources and internal support systems, Taylor can seamlessly transition into a role that aligns with their passion for client empowerment.
Independent Advisor
Jordan Lee, Age 36
Background:
Jordan has been a licensed financial advisor for six years, working within a corporate setting that prioritized sales over client needs. Drawn to IBC’s client-first philosophy, Jordan is eager to build an independent practice, supported by a team that aligns with personal values.
Motivation & Career Goals:
Best Path at Ascendant Financial:
Jordan is an ideal candidate for the Independent Advisor path, offering the freedom to build a practice while leveraging Ascendant Financial’s comprehensive resources and support.
Agency Builder
Morgan Ellis, Age 48
Background:
With over 20 years in financial services, Morgan has built a thriving client base and mentored advisors. Having seen the transformative impact of IBC firsthand, Morgan is ready to expand this influence by developing a team dedicated to promoting financial independence.
Motivation & Career Goals:
Best Path at Ascendant Financial:
Morgan is the perfect candidate for the Agency Builder role, leveraging Ascendant Financial’s leadership programs to develop a strong team of advisors and drive long-term success.
All applicants must hold an active Life License.
What is it like to be a part of us?
We can write something to convince you. Why not hear it from our teammates on our team and be the judge for yourself?
Elizabeth Wall, Advisor
“If you’re somebody who enjoys learning you will receive phenomenal coaching from the best in the industry.”
Neil Dietrich, Attendee – New Advisor In Training 2024
“The team is well connected and their excited to grow and they have such big goals personally and professionally.”
Sebastian Daniels, Attendee – New Advisor In Training 2024
“The people provide an environment of positivity and support with a vision for growth.”
Ryan Frey, Attendee – New MGA 2024
“The Ascendant Team has a recipe for success”
Ron Esteban, Attendee – New Advisor In Training 2024
“The Ascendant Team’s culture is well aligned in achieving their goal of you making you feel at home.”
John St Loth, Attendee – New Advisor In Training 2024
“The people are amazing. They’re so supportive both professional and personally and they always are there to lend a hand or just check in on you to make sure that things are going well!”
Lorraine Gomez, Attendee – New Advisor In Training 2024
“The Ascendant Team provides with you with a safe space to push yourself outside your comfort zone whilst uplifting you.”
Why Choose Our Team?
Advisors at Ascendant Financial do more than sell financial products. They educate, empower, and guide clients toward financial independence using innovative strategies like the Infinite Banking Concept (IBC).
Choose your path → and then apply for the one that works best for you!
Everybody Wins Here
Apply Now
Ready to take the next step in your career? Join us and become part of a team that values education, innovation, and client success.