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The Shippensburg University Foundation invitesapplications and nominations for the position of Vice President&amp; Chief Development Officer.
The Vice President &amp; Chief Development Officer (VP/CDO) forthe Shippensburg University Foundation is responsible for thestrategic leadership and management of the Foundation’s major giftfundraising, planned giving, corporate and foundation, and annualfund initiatives. This individual will play a crucial role insecuring significant financial resources to support theUniversity’s mission and goals. The VP/CDO will lead a team ofdedicated fundraising professionals.
The success of the vice president &amp; chief developmentofficer will be driven by their collaborative approach and abilityto implement new and innovative ideas to increase giving to theShippensburg University Foundation for the benefit of students,programs, faculty, and facilities at Shippensburg University.
Responsibilities
<ul>
<li>Support the President &amp; CEO as their chief fundraiser,serving as an advisor and co-strategist in cultivating prospectivedonors and soliciting major, principal and transformativegifts.</li>
<li>Maintain an actively managed personal prospect pool of not lessthan 100 principal and transformative donor prospects.</li>
<li>In consultation with the President &amp; CEO, assess the growthpotential and effectiveness of the SU Foundation’s fundraisingprogram; direct the fundraising program, including budgetmanagement, fundraising personal supervision, planning, staffdevelopment, and evaluation.</li>
<li>Serve as a member of the President &amp; CEO’s management teamand participate in formulating and administering SU Foundationpolicies. Develop and execute fundraising policies, structure, anda personnel plan to accomplish mutually agreed philanthropicobjectives in coordination with the University.</li>
<li>Enhance the culture of philanthropy and substantially increasephilanthropic support and engagement.</li>
<li>Utilize best practices and professional organizationalguidelines to accomplish strategic fundraising initiatives, e.g.annual giving programs, planning giving techniques, capital, andcomprehensive campaign strategies.</li>
<li>Cultivate a strong working relationship with universityadministrators, faculty, and staff.</li>
</ul>
 Requirements:
<ul>
<li>Credibility and sound judgment required to effectively engageand leverage major donors, volunteers, and other key constituentsin the cultivation, solicitation, and stewardship of key prospectsand donors.</li>
<li>Strong leadership and team management skills.</li>
<li>Excellent interpersonal and communication skills, both writtenand verbal.</li>
<li>Ability to work effectively with a wide range of stakeholders,including donors, board members, and University and Foundationstaff.</li>
<li>High level of integrity, professionalism, and commitment to theShippensburg University and the Shippensburg UniversityFoundation’s mission.</li>
</ul>
Education and Experience: Master’s Degree required. Seven or more years of progressivelyresponsible fundraising and high-level leadership experience in ahigher education or nonprofit development role. Experience leadingfundraising campaigns.
Additional Details: Job Type: Full-time, Monday to Friday and Weekends as needed The SU Foundation offers a competitive salary and benefits package(including healthcare and TIAA-CREF retirement plan)
TO APPLY: Send cover letter, resume, three references, and salaryrequirements to the attention Dr. Leslie Folmer Clinton, 500Newburg Road, Shippensburg, PA 17257 or apply by email to Dr.Clinton at <a href="mailto:LFClin@SUFoundation.org" target="_blank">LFClin@SUFoundation.org</a>. Applications willbe considered until the position is filled.
 About the SU Foundation: The ShippensburgUniversity Foundation, a 501 (c) (3) nonprofit organization, wascreated in 1977 and serves to seek financial resources and provideservices to support and enhance Shippensburg University’s missionof student learning and personal development through highlyeffective and innovative teaching, complemented by a wide varietyof out-of-class experiences. Today, the SU Foundation’s endowmenttotals $57 million and the SU Foundation administers and managesover $100 million in assets and programs.
About Shippensburg University: Since itsfounding in 1871, Shippensburg University, one of 14 institutionsin the Pennsylvania State System of Higher Education, has been aleader in public higher education. Long recognized for its academicrigor and its proactive approach to maintaining its leadershipposition as higher education has evolved, “Ship” now offers a fullarray of over 100 undergraduate and over 50 graduate programs onits attractive 200-acre campus. The University recently announcedthe establishment of a School of Engineering to house the fiveengineering programs and the establishment of an Honors College. Tolearn more about the University, please visit SHIP.edu
Location: Shippensburg lies in theCumberland Valley, 40 miles southwest of the state Capitol ofHarrisburg, and is part of the Harrisburg–Carlisle MetropolitanStatistical Area, with a population approaching 700,000. Nationalfirms, either headquartered or with major operations, in the regioninclude Ahold USA, Deloitte, Capital Blue Cross, Highmark, HP, IBM,Hershey Foods, Harsco Corporation, Proctor and Gamble, Rite AidCorporation, Tyco Electronics, and Volvo ConstructionEquipment.

Vice President & Chief Development Officer, University Foundation

<h3>Job Description</h3>
Job Description
Financial Advisor – 100% Commission. 100% Ownership.
Tired of limits? So are we. At MassMutual Great Lakes, you don’t take a job—you build a business. One where you call the shots, you earn what you’re worth, and you create lasting impact.
This is a commission-only opportunity designed for those bold enough to bet on themselves—and win. No caps. No clock. Just pure upside.
Job Summary:
As a Financial Advisor you will have the freedom to build your practice on your terms. This isn’t about fitting into a corporate mold; it’s about leveraging your unique strengths to make a tangible difference in the lives of those around you. You will be empowered to take ownership of your career trajectory while benefiting from the strength and stability of a firm with a rich legacy and a bright future..
What You'll Do:
<ul>
<li>Prospecting &amp; Engaging: Just like scouting talent, you’ll identify and connect with potential clients, building a strong and valuable clientele.</li>
<li>Client Guidance: Leading clients through a thoughtful financial planning experience, setting them up for long-term success.</li>
<li>Strategic Planning: Crafting customized financial strategies that align with each client’s unique goals and priorities.</li>
<li>Relationship Management: Fostering lasting relationships through exceptional service and consistent follow-up.</li>
<li>Industry Insight: Staying ahead of the curve by keeping informed on the latest industry trends and regulatory changes.</li>
</ul>
What We'll Provide:
<ul>
<li>Weekly Training &amp; Mentorship – Ongoing development with seasoned advisors who have built successful practices.</li>
<li>Licensing Support &amp; Bonus – Full support to obtain your Life, Accident &amp; Health, SIE, Series 66, and Series 7 licenses, plus a bonus upon completion.</li>
<li>One-on-One Coaching – Direct business consulting and strategy sessions with our top-performing advisors.</li>
<li>Incentive-Based Travel – Sponsored company trips and experiences based on your performance.</li>
<li>Scalable Practice Platform – The structure, tools, and support to grow a business that creates lasting impact for your clients and your future.</li>
</ul>
What You'll Need:
<ul>
<li>Proven Success: You’ve demonstrated excellence in your previous roles, whether in sales, entrepreneurship, or other competitive fields.</li>
<li>Education or Experience: A Bachelor’s degree or equivalent experience that highlights your commitment and capability.</li>
<li>Licensing Preferred: Life, Accident &amp; Health Insurance licenses and Series 6 or 7 licenses are a plus (we’ll support you in obtaining them within 6 months if needed)</li>
<li>Technical Proficiency: You’re comfortable navigating multiple applications, including Microsoft Suite and Zoom.</li>
<li>Client-Centric: You’re driven by a genuine desire to serve clients well and deliver unparalleled service.</li>
</ul>
We'd Love to See:
<ul>
<li>Driven &amp; Disciplined: You know what it takes to succeed, and you’re ready to apply that relentless self-motivation to building a thriving business.</li>
<li>Natural Connectors: Building relationships comes naturally to you, and you’re passionate about helping others achieve their goals.</li>
<li>Fearless &amp; Accountable: Challenges don’t scare you—they excite you. You’re ready to take charge of your success.</li>
<li>Detail-Oriented &amp; Organized: You keep your eye on the ball, ensuring nothing slips through the cracks.</li>
<li>Eager to Learn: The best never stop improving. You’re committed to staying at the top of your game and fine tuning your edge.</li>
<li>Clear Communicators: You excel at making complex concepts simple, guiding clients to make informed financial decisions.</li>
</ul>
About Us:
MassMutual Great Lakes is part of MassMutual , a company that has been at the forefront of the American financial landscape since 1851. Our foundation of mutuality means that we are driven by the success of our policyholders and advisors alike. For over 170 years, MassMutual has been a resilient force, guiding clients through economic shifts and market cycles with a commitment to stability and innovation. MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyholders. MassMutual has a long history of financial strength and strong performance, and although dividends are not guaranteed, the company has paid dividends to eligible participating policyholders consistently since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long-term care insurance, retirement/401(k) plan services, and annuities. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long-term.
At our firm, we recognize that your success is our success. We don’t just offer financial products—we provide a platform for entrepreneurial advisors to build thriving practices. Our personalized, strategic planning fosters wealth growth, protection, and management for generations. As part of our elite firm, you will have the tools, resources, and support to make informed decisions and craft comprehensive solutions tailored to your clients’ needs.
Joining MassMutual Great Lakes is more than joining a firm—it’s becoming part of a legacy of excellence and innovation. Seize the opportunity to shape your own path, make a meaningful impact, and achieve your personal, professional, and financial goals.

Financial Advisor

<h3>Job Description</h3>
Job Description
We are looking for motivated, client-oriented individuals to join our team as Financial Advisors. This role offers the opportunity to build a financial advisory practice with the support of personalized coaching, mentorship, and hands-on experience in delivering impactful financial guidance.
 
As a Financial Advisor, your responsibilities will include:
<ul>
<li>Protection Planning: Helping clients prepare for life’s uncertainties through the strategic use of life, disability, and long-term care insurance products.</li>
<li>Investment Solutions: Designing and implementing customized investment strategies that align with each client’s unique financial objectives and risk tolerance.</li>
<li>Holistic Financial Planning: Delivering comprehensive financial plans that address retirement, education savings, tax planning, estate strategies, and more.</li>
</ul>
Compensation:
$140,000 - $170,000 at plan
Responsibilities:
Comprehensive Financial Planning
<ul>
<li>Deliver holistic financial plans that integrate protection, accumulation, retirement, and estate planning strategies.</li>
<li>Address clients’ full financial picture, including income protection, family security, wealth-building, tax strategies, and legacy planning.</li>
</ul>
Insurance-Based Solutions
<ul>
<li>Evaluate client risk exposure and recommend appropriate insurance products, including life, disability, and long-term care.</li>
<li>Design insurance strategies that support both personal and business planning (e.g., buy-sell, key person, executive bonus plans).</li>
<li>Write, place, and manage life insurance policies in alignment with compliance and suitability standards.</li>
</ul>
Investment Advisory Services
<ul>
<li>Offer investment solutions including brokerage accounts, advisory platforms, annuities, and retirement products.</li>
<li>Guide clients through asset allocation decisions, portfolio construction, and long-term investment strategies.</li>
<li>Leverage firm platforms such as Envestnet, NFS, or others to manage wealth in coordination with protection planning.</li>
</ul>
Client Relationship Management
<ul>
<li>Act as a primary point of contact for a book of clients, delivering regular reviews and high-touch service.</li>
</ul>
Collaboration and Case Development
<ul>
<li>Participate in firm-level joint work or teaming opportunities to deliver more comprehensive solutions.</li>
</ul>
Compliance
<ul>
<li>Maintain all required licenses (Life/Health, Series 6/7, Series 63/65 or 66) and follow all firm, state, and regulatory guidelines.</li>
</ul>
Continuous Professional Development
<ul>
<li>Pursue advanced designations (e.g., CFP®, ChFC®, CLU®) to enhance client service and professional credibility.</li>
</ul>
 
Qualifications:
<ul>
<li>A required Bachelor’s degree in business administration, finance, or a similarly related field</li>
<li>Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers</li>
<li>Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools is desired</li>
<li>A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary</li>
<li>Though not required, a valid FINRA Series 7 &amp; 63/66 license is considered a plus</li>
<li>Self-motivated, excellent interpersonal skills</li>
</ul>
About Company 
MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

<h3>Job Description</h3>
Job Description Description:
About Us
At Larson Financial Group, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personalized touch, and we're looking for a dedicated Financial Advisor to join our growing Knoxville office. This is an exciting opportunity for a motivated individual who is passionate about financial planning, delivering exceptional client service, and building long-term relationships. 
 
About the Role
As a Financial Advisor, you'll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, you'll be a key player in delivering a high-touch, concierge-style experience. You'll collaborate with advisors and internal teams to ensure client satisfaction while growing your own expertise and career in a fast-paced and supportive environment. 
Requirements:
What You'll Do
<ul>
<li>Prepare for and lead client meetings </li>
<li>Collect and organize client data to build financial plans </li>
<li>Construct insurance illustrations and financial scenarios </li>
<li>Communicate investment recommendations in collaboration with the advisory team </li>
<li>Track planning process milestones and follow up on action items </li>
<li>Deliver proactive, high-quality service to retain top clients </li>
<li>Maintain accurate data in CRM and financial planning software </li>
<li>Create thoughtful client "touches" to cultivate referrals </li>
<li>Manage onboarding and ongoing client service processes </li>
<li>Resolve client inquiries and provide trusted support </li>
</ul>
What We're Looking For
Qualifications
<ul>
<li>Minimum 2 years of experience in financial planning or a related field </li>
<li>Series 7 and 66 licenses required </li>
<li>CFP designation is a plus </li>
<li>Bachelor's degree or equivalent work experience </li>
<li>Familiarity with the insurance and financial services industry </li>
<li>Experience using Salesforce and financial planning software (e.g., eMoney, MoneyGuidePro) </li>
</ul>
Skills &amp; Attributes
<ul>
<li>Exceptional interpersonal skills, with the ability to build trust in-person, virtually, and by phone </li>
<li>Strong written and verbal communication skills with high attention to detail </li>
<li>Proficiency in Microsoft Office and Outlook </li>
<li>Professionalism in appearance, attitude, and work ethic </li>
<li>Adaptable, proactive, and comfortable working in a dynamic environment </li>
<li>Strong organizational skills with the ability to prioritize and follow through </li>
<li>Commitment to maintaining confidentiality and upholding regulatory standards </li>
</ul>
Why Join Larson Financial Group?
We offer a competitive benefits package and an engaging work culture that supports personal and professional growth: 
<ul>
<li>Profit Sharing Bonus Program </li>
<li>401(k) with Employer Match (up to 4%) </li>
<li>Comprehensive Medical, Dental, and Vision Insurance </li>
<li>Company-paid Long-term Disability, Life Insurance, and EAP </li>
<li>Voluntary Short-term Disability and Supplemental Insurance </li>
<li>Generous PTO (112 hours after 90 days) + 12 Paid Holidays </li>
<li>Training, Development, and Educational Opportunities </li>
<li>Company Events, Recognition Awards, and Team Activities </li>
</ul>
Ready to take the next step in your financial planning career? Apply now and become part of a team that values integrity, service, and meaningful client relationships. 
 
PIc8188e60fe7c-25405-37846795

<h3>Job Description</h3>
Job Description
Hybrid position - 3 days a week in-office
 
Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!
Compensation:
$150,000 at plan earnings
Responsibilities:
<ul>
<li>Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products</li>
<li>Create customized financial plans suitable for each client based on potential life changes and changing financial needs</li>
<li>Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations</li>
<li>Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor</li>
<li>Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given</li>
</ul>
Qualifications:
<ul>
<li>Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital</li>
<li>Excellent math skills, relationship skills, communication skills, and customer service skills are crucial</li>
<li>Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required</li>
<li>Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired</li>
<li>Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary</li>
</ul>
About Company 
About New York Life
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.
Awards &amp; Accolades
We’re proud of our financial strength:
<ul>
<li>A++ Superior (A.M. Best)</li>
<li>AAA Exceptionally Strong (Fitch)</li>
<li>Aaa Exceptional (Moody’s)</li>
<li>AA+ Very Strong (Standard &amp; Poor’s)</li>
</ul>

<h3>Job Description</h3>
Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard &amp; Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see <a href="http://fortune.com/fortune500/" target="_blank">http://fortune.com/fortune500/</a> Compensation:
$60,000 - $70,000 yearly
Responsibilities:
<ul>
<li>Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services</li>
<li>Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor</li>
<li>Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs</li>
<li>Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan</li>
<li>Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice</li>
</ul>
<ul>
<li>Build and maintain long-term relationships with clients.</li>
<li>Understand clients’ needs and recommend tailored insurance and financial solutions.</li>
<li>Educate clients about life insurance options, retirement planning, and wealth management strategies.</li>
<li>Develop and execute a personal marketing plan to attract and retain clients.</li>
<li>Participate in ongoing professional development and New York Life training programs.</li>
<li>Achieve or exceed sales goals set by the company.</li>
</ul>
Qualifications:
<ul>
<li>Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity </li>
<li>Must have the ability to successfully network and prospect for new clients</li>
<li>Strong relationship management skills and/or experience required</li>
</ul>
<ul>
<li>Bachelor's degree preferred; high school diploma or equivalent required.</li>
<li>Strong interpersonal, communication, and relationship-building skills.</li>
<li>Self-motivated, goal-oriented, and disciplined.</li>
<li>Prior experience in sales, finance, or insurance is a plus, but not required.</li>
<li>Ability to obtain a life and health insurance license (sponsorship and training provided).</li>
<li>Commitment to ethics, professionalism, and excellence.</li>
</ul>
About Company 
Keeping a promise to help you protect and prosper for over 175 years
At the heart of New York Life is a commitment to be there for our customers when they need us—whether today or decades into the future. Since 1845, we have delivered on that promise by investing wisely, managing finances strategically, and remaining true to our mission as a mutual company.
We are the largest mutual insurer in the U.S.
New York Life is the nation’s largest mutual life insurance company, and our policy owners are at the center of everything we do. We answer to our policy owners, not to Wall Street.
We answer to our policy owners, not to Wall Street
New York Life is a mutual company, meaning we are not traded on the stock exchange, we don't have shareholders, and we don't answer to Wall Street. We answer to and operate for the benefit of current and future policy owners.

<h3>Job Description</h3>
Job Description
Grow with the Premier Rule at Premier Community Bank!
Join our team of employees who pride themselves on listening to our customer's needs and portraying a willingness to fulfill those needs. An environment where our employees respect the communities they serve, their customers, and their co-workers. 
We have an opening for a Financial Advisor. The primary focus of this position will be to meet with current and potential customers to offer alternative investment products and maintain customer relationships. We are hiring a representative to help us cover our 10 communities we serve from Winneconne to Pulaski and everywhere in between. 
<ul>
<li>The ideal candidate will possess or be willing to obtain health and life insurance licenses, Series 7 &amp; Series 66. </li>
<li>If you have previous investment experience and love helping people work towards their retirement goals, we'd like to hear from you. </li>
</ul>
Our goal is to provide an amazing, quality experience for our customers. We constantly strive to do the right thing. We appreciate and encourage new ideas from each other and our customers to become the bank of choice. We invite you to apply today and become a member of our staff where we help each other out and work as a team to deliver quality service. 
Benefits Available: Competitive compensation program, paid personal time off, paid holidays, health, dental and vision insurance, life and long-term disability insurance, 401(k) with match, bonus program, continuing education reimbursement, flexible spending account plans, voluntary AFLAC insurance policies, Employee Assistance Program and 529 college savings plan.

<h3>Job Description</h3>
Job Description
At Peachtree Planning, financial balance is not simply a concept, it is at the center of what we do, and who we are. We’re on a mission to improve the financial confidence of Americans. If you enjoy challenging work, want control of your career and life, and have a passion for helping others; explore what a financial professional position with our team means.
Compensation:
$60,000 - $100,000 yearly
Responsibilities:
What You’ll Be Doing, And Why It Matters
<ul>
<li>As a financial advisor/team leader, you'll be educating others and assisting your team of advisors, their clients and future clients in evaluating their financial goals and developing effective, customized strategies to help make those goals a reality.</li>
<li>Working with Peachtree Planning means devoting your career to meaningful work: improving the lives of individuals, families, and business owners by assisting them in planning for the futures they envision.</li>
<li>You’ll set your own hours and build your own practice, enjoying independence, as well as the support of one of the most stable companies in the financial industry. You'll have a network of peers, access to leadership and the mentorship you need to support your development.</li>
<li>By delivering financial knowledge and insight with integrity, when you become a part of the Peachtree team, you can make a positive impact in your community and create positive change in other people's lives.</li>
</ul>
 
Qualifications:
<ul>
<li>Excellent math skills, relationship skills, communication skills, and customer service skills are crucial</li>
<li>A Bachelor’s degree in business administration, finance, or a related field is required</li>
<li>Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed</li>
<li>Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary</li>
<li>Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred</li>
</ul>
What do we want?
We are seeking an experienced Financial Representative to join our team. The ideal candidate will have a strong background in financial analysis, sales, and customer service. The Financial Representative will be responsible for advising clients on investment and financial planning, as well as selling financial products and services. This is a great opportunity for a motivated individual to grow their career in the financial services industry.
What will you do?
<ul>
<li>Provide financial planning and investment advice to clients</li>
<li>Sell financial products and services, including securities and insurance</li>
<li>Conduct financial analysis and create investment portfolios for clients</li>
<li>Manage and maintain client accounts, ensuring accurate financial records and timely updates</li>
<li>Stay up-to-date with industry developments and changes in financial regulations</li>
<li>Collaborate with other team members to achieve sales targets and expand the client base</li>
<li>Maintain a high level of professionalism and integrity in all interactions with clients</li>
</ul>
 
What do you need to have to join?
<ul>
<li>Strong knowledge of financial concepts, including investment management and securities law</li>
<li>Proven experience in financial sales and customer service</li>
<li>Familiarity with technical accounting and financial analysis</li>
<li>Experience with public accounting or a related field is a plus</li>
<li>Ability to pass a background check and obtain necessary licenses and certifications</li>
<li>Excellent communication and interpersonal skills</li>
<li>Ability to work in a fast-paced environment and meet sales targets</li>
<li>Commitment to providing exceptional client service and achieving sales goals</li>
</ul>
 
What licenses would be ideal to have to join us?
<ul>
<li>Licenses: Life Health, Series 7 Series 66</li>
<li>Job Type: Full-time</li>
<li>Pay: $60,000.00 - $100,000.00 per year</li>
<li>Benefits:</li>
<li>401(k)</li>
<li>401(k) matching</li>
<li>Dental insurance</li>
<li>Health insurance</li>
<li>Life insurance</li>
<li>Paid training</li>
<li>Referral program</li>
<li>Retirement plan</li>
<li>Vision insurance</li>
<li>Compensation Package:</li>
<li>Commission pay</li>
</ul>
 
Experience:
<ul>
<li>Financial concepts: 1 year (Preferred)</li>
<li>Ability to Commute:</li>
<li>Atlanta, GA 30342 (Preferred)</li>
<li>Work Location: In person</li>
</ul>
 
About Company 
Our History
A Firm With Deep Roots:
Nearly 40 years ago, purple heart recipient and proud University of Georgia alum Bob Mathis took a courageous leap of faith to pursue his version of the American dream, and he started a business – and thus, Peachtree Planning was born. Over the last 4 decades, Bob’s vision and the firm’s success have been stewarded by multiple generations of owners and financial professionals; consequently, Peachtree Planning continues to be deeply rooted in our communities, actively serving over 30,000 clients.
To learn more about the firm, please visit <a href="http://www.peachtreeplanning.com" target="_blank">www.peachtreeplanning.com</a>.

<h3>Job Description</h3>
Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard &amp; Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see <a href="http://fortune.com/fortune500/" target="_blank">http://fortune.com/fortune500/</a> Compensation:
$80,000 - $120,000 yearly
Responsibilities:
<ul>
<li>Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional</li>
<li>Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice</li>
<li>Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products</li>
<li>Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM </li>
<li>Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances</li>
</ul>
Qualifications:
<ul>
<li>Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required</li>
<li>Relationship management skills are required</li>
<li>Required to effectively network to identify potential new clients</li>
</ul>
About Company 
As an Associate partner with New York Life I hire and train individuals looking to build a high-income long term career for themselves and their families.

<h3>Job Description</h3>
Job DescriptionWho Are We?With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union’s (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a (Job Title) for our (Location) Branch in San Francisco.The PositionA Financial Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch members and prospective member base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail member base designed to meet the individualized needs of each member. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned Branches. This is a commission-based position.TASKS, DUTIES, FUNCTIONS:• Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate.• Providing comprehensive, needs- based financial solutions to clients by offering a range of investment/insurance solutions• Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives.• Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements• Delivering a high-quality service experience during each interaction• Building strong relationships with retail branch staff, supporting and motivating their referral efforts. Developing a complete understanding of the core institution’s products to support cross-selling opportunities and to generate referrals back to the institution where appropriate• Meet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures and regulations governing products and services.• Ensures that processes are completed in accordance with established policies and procedures and related state, federal and legal requirements PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK:Effective oral and written communication skills required to interact with credit union staff, management, and all member channels. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone. ORGANIZATIONAL CONTACTS &amp; RELATIONSHIPS:1. INTERNAL: All levels of staff and management.2. EXTERNAL: Members, external partners as well as professional and community organizations and others, as needed.Who Are You?QUALIFICATIONS:
<ul>
<li>High school diploma or equivalent (Bachelor’s Degree Preferred)</li>
<li>Minimum of three (3) years investment sales experience (preferably in a financial institution)</li>
<li>Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer</li>
<li>Demonstrated ability to sell products and services to investment clients, evidence of strong sales results</li>
<li>Broad knowledge of characteristics and needs of clients and partners within the financial institution- based investment market space</li>
<li>Excellent knowledge of investment/insurance products and financial planning</li>
</ul>
LICENSES/CERTIFICATIONS:
<ul>
<li>Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration, Active Series 65 or 66</li>
<li>Registration with state insurance must be acquired within the first six months of hire</li>
</ul>
***REQUIRED DISCLOSURE(S)These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, San Francisco Federal Credit Union. Why Join Us?The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement.SFFedCU is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law.Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

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