Business Plan Proposal Submission Form
This is not a traditional job application — it’s an invitation to explore a long-term professional partnership with Jackson Wealth Management in Findlay, Ohio. We are seeking high-caliber, growth-minded individuals who aspire to build—not just work in—a practice, and who value the collaboration and mentorship that come from working together in person.This Business Plan Proposal is designed to help you clarify your professional goals, articulate the unique value you bring, and demonstrate how you align with our mission of delivering fee-worthy value in every client interaction. Completing the proposal typically takes 15–25 minutes, and only thoughtful, complete submissions will be reviewed for next steps.
Full Name
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First Name
Last Name
Email
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example@example.com
Phone
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Please enter a valid phone number.
Format: (000) 000-0000.
Current role or school
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Are you currently licensed to provide financial advice? ℹ️
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SIE
Series 6
Series 7
Series 65
Series 66
Series 63
Life & Health
None currently but I am highly motivated to obtain licensing
None
None, only looking for a non-licensed support role
None, looking for an internship opportunity and mentorship in Wealth Management
Other
Briefly describe your production and client base. ℹ️
0/250
Outline your plan and timeline for completing SIE, Series 7, Series 66, and Life & Health. ℹ️
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0/250
Vision & Fit
These questions help us understand your professional goals, values, and the vision you have for your career. There are no right or wrong answers — we value clarity and authenticity.
Jackson Wealth Management is a fully in-person firm based in downtown Findlay, Ohio. Describe why living and working in Findlay — and being part of our in-office culture — aligns with your personal and professional goals. ℹ️
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0/250
What does success look like for you 3 years from now? ℹ️
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0/250
Describe the type of clients you aspire to serve. ℹ️
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0/250
Why do you believe Jackson Wealth Management — and our in-person model in Findlay, Ohio — is the right fit for your career vision? ℹ️
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0/250
Value & Contribution
What unique strengths or experience will you bring to elevate our client experience? ℹ️
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How do you see yourself contributing to our growth and culture? ℹ️
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Compensation & Commitment
This section isn’t about negotiation — it’s about understanding how you think about value, motivation, and partnership potential.
What compensation structure would you propose? ℹ️
Salary
Revenue share
Hybrid (Salary + Revenue Share)
What do you believe is a fair balance between guaranteed pay and performance-based compensation? ℹ️
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0/250
Explain how your requested compensation aligns with your commitment, motivation, and value-add to Jackson Wealth Management. ℹ️
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How do you envision your first-year goals for new client relationships, AUM growth, and referrals—achieved through exceptional service, client trust, and consistent follow-through? ℹ️
What resources, support, or collaboration from Jackson Wealth Management would help you most effectively achieve your goals? ℹ️
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Uploads & Declaration
Upload résumé (PDF)
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Upload optional supporting materials
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I confirm that my submission reflects my true intentions and commitment to the mission and in-person culture of Jackson Wealth Management in Findlay, Ohio.
*
I agree
We appreciate the effort and thought you’ve invested in this proposal. Every submission is reviewed with care and confidentiality.
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