Join one of Michigan's largest money managers in our relentless pursuit of excellence.

Flexible Plan was named a 2013 Top Workplace by The Detroit Free Press. This is the third year in a row that Flexible Plan has met the national standard of a Top Workplace.

Headquartered in Michigan, Flexible Plan employs over 100 at its Bloomfield Hills location and has Regional Business Consultants working with thousands of financial advisors around the nation. Since 1981, our focus has been on preserving and growing capital through active investment and risk management. Managing nearly $1.5 billion in assets as of December 31, 2019 we offer an open-architecture, fee-based investment management approach that specializes in strategically diversified portfolios of actively-managed strategies within equity, debt and alternative asset classes available within wrap-fee trust accounts, VAs, VULs, 403(b)s and 401(k)s utilizing no-load mutual funds and ETFs.


  • I am encouraged to express my opinion and ideas.
  • The great people I work with and the interesting work we do.
  • The work is genuinely interesting and challenging. The management staff is supportive of work/life balance.
  • Our management staff is always looking to improve our services and our operations.

Based on WorkplaceDynamics Survey, 2013

We believe the success of our business is linked directly to the talent and commitment of our people. Flexible Plan’s management team strives to meet and exceed employee expectations by recognizing and encouraging innovation and advancement.

We continue to prioritize the satisfaction of employees. We recognize hard work and accomplishments through our competitive compensation and benefits packages.

A company is only as good as its employees, and here at Flexible Plan we strive to provide our team with the best possible work environment. To have that recognized by one’s employees is the best possible award. – Jerry Wagner, President & Founder of Flexible Plan Investments, Ltd.

Our Scheduling dept. is currently hiring for:

1. Entry-Level Business/Finance Position

Business or finance degree preferred. Will consider other degrees.

Full-time, entry-level finance opportunity in Bloomfield Hills, Michigan.

Work in a professional environment while assisting internal and external finance sales professionals. Flexible Plan Investments partners with more than 600 broker-dealers across the United States and works with the financial advisors at those firms.

Job responsibilities

The responsibilities of this position include research on financial websites, making calls to schedule appointments, and emailing and explaining financial strategies and opportunities to financial advisors. In addition, team members will learn basic and intermediate financial terminology and strategies in a continuing education setting two times per week. This position offers a great introduction to all aspects of the financial field and serves as a springboard for positions throughout the company.

Must have excellent communication skills and fluency in English.

Celebrating 36 years in business, Flexible Plan Investments has over $1.7 billion under management and has been recognized as one of the top 40 workplaces in Michigan.

We offer competitive pay, bonuses, 401(k)s, and benefits at our Bloomfield Hills, Michigan, office.


Health care, Wellness and insurance plans
  • Medical, dental and vision insurance plans
  • Health care savings plan
  • Life insurance
  • Disability insurance
  • Complimentary flu shots
Retirement savings program
  • 401(k) savings plan
  • Retirement plan matching program
Employee incentive programs
  • Incentive bonus plans
  • Paid time off
  • Maternity and paternity leave
  • Flexible work options
  • Tuition assistance
Other fun perks
  • Monthly company barbeques and winter picnic
  • Birthday and anniversary celebrations
  • MSU vs. U of M Chili Cook-Off
  • Holiday parties
  • Drawings for sporting event tickets

Benefits are subject to ongoing review and consideration.