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Helping people is at the heart of what WFG associates do every day. Even in this time of unprecedented access to information, there remains a lack of financial knowledge among individuals and families. However, WFG associates are ready to provide the tools and guidance needed to help clients make informed financial choices and meet their goals.
As a WFG associate, you will help your clients understand fundamental financial concepts that give them the foundation to create a sound strategy. You can help clients create a better tomorrow for themselves and their loved ones.
WFG associates offer their clients a professional and complimentary Financial Needs Analysis (FNA), which is the first step in helping to identify the core components of a clientâ€™s financial health. Some key areas that an FNA can help to identify include:
Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Transamerica Financial Group Division - Member FINRA, SIPC, and Registered Investment Advisor. Non-Securities products and services are not offered through TFA. World Financial Group, Inc. (WFG) is a financial services marketing company whose affiliates offer a broad array of financial products and services. Insurance products offered through World Financial Group Insurance Agency, Inc.(WFGIA), World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., World Financial Group Insurance Agency of Wyoming, Inc., World Financial Insurance Agency, Inc. and/or WFG Insurance Agency of Puerto Rico, Inc. WFG, WFGIA and TFA are affiliated companies.
This site is published for residents of the United States only. Transamerica Financial Advisors, Inc., Transamerica Financial Group Division representatives may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.