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 VAs, VULs, 403(b)s and 401(k)s utilizing no-load mutual funds and ETFs.

  • Sales: Internal associate. Learn more and apply here.


  • 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.


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