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Director of Advancement | Southeast Land Trust of New Hampshire | Epping, NH About SELT The Southeast Land Trust of New Hampshire (SELT) protects and sustains the significant lands in our communities for clean water, outdoor recreation, fresh food, wildlife, and healthy forests. Founded in 1980, SELT has partnered with landowners and communities throughout its 52-community region to conserve more than 28,000 acres through conservation easements and fee ownerships. These lands include 11,000+ acres owned by SELT, with over 70 miles of woods roads and trails open to the public for year-round recreation. SELT is accredited by the Land Trust Accreditation Commission and has active programs in land conservation, easement stewardship, land management, community outreach, and nature-based education. Guided by its 2024–2030 Strategic Plan, SELT is pursuing an ambitious vision that includes conserving an additional 15,000 acres, expanding access in underserved communities, protecting land of importance to and in cooperation with Black, Indigenous, and people of color, and creating ecological and recreational corridors such as the Pawtuckaway to Great Bay Greenway. The plan also explores intersections between land protection and community needs such as climate resilience and affordable housing. SELT's Nature is for Everyone initiative works to remove barriers to access, improve trail accessibility, and honor the full history of the lands it stewards. SELT also engages the next generation through its All-Terrain Learning Adventures (ATLAS) program, which connects youth with nature through hands-on exploration and partnerships with local schools and UNH Extension. SELT's offices are located at the beautiful, net-zero Nan and George Mathey Center for People and Nature, situated on the 237-acre Burley Farms in Epping, NH. The property is part of a conserved block of more than 500 acres along the Wild and Scenic Lamprey River, offering staff, students, and visitors access to miles of trails for hiking, birdwatching, and more For more information about SELT, please visit <a href="https://apptrkr.com/get_redirect.php?id=6141095&amp;targetURL=https://seltnh.org/" target="_blank">https://seltnh.org/</a>. About Philanthropy at SELT: Philanthropy at SELT is collaborative and mission-aligned—bringing together board members, staff, and donors to build lasting relationships and ensure SELT's ability to protect and care for the region's most treasured landscapes for generations to come. The organization engages a wide network of supporters through major gifts, planned giving, membership, and institutional partnerships. Donors are inspired not just by the outcomes of SELT's work, but by the opportunity to be active partners in shaping a healthier, more inclusive, and more resilient future for the communities SELT serves. No matter a person's ability, background, or circumstance, SELT believes all should have the opportunity to experience the wonder of the natural world. In FY 2024, total revenue increased by more than 11% over FY 2023. Annual contributions, corporate gifts, and membership dues totaled $1,079,930, 18.56% higher than FY24. Grant revenue for annual operating purposes totaled $277,403. Private contributions for conservation capital acquisitions totaled nearly $2.3 million, demonstrating the strength of the fundraising program at SELT as well as the deep commitment of its supporters. While the greatest number of gifts come from individuals contributing less than $500—reflecting a strong base of grassroots support— the majority of the total funds raised come from supporters at the $50,000+ level who have a deep commitment to helping to fund land acquisition, easement stewardship, and community-centered conservation projects. About the Position The Advancement Director is a senior leadership role responsible for the strategic vision and management of SELT's vibrant and successful fundraising and donor engagement programs. This position leads efforts to secure the philanthropic resources necessary to advance the organization's mission by leading major gifts, planned giving, and place-based capital campaigns, overseeing membership programs, and collaborating on foundation and corporate relations. The Advancement Director works closely with the Executive Director, Board members, and staff to deepen donor relationships and grow philanthropic support of SELT. SELT has set the ambitious goal to increase participation among the general and major donor pool by 50% by the year 2030 to support the visionary Strategic Plan. In addition, SELT anticipates launching a comprehensive campaign in the next 2-3 years. These endeavors, including contracting professional counsel to advise SELT on growth and campaign strategies, will be led by the Advancement Director. Key Responsibilities Fundraising Strategy and Leadership: • Develop, manage, and implement a comprehensive fundraising strategy aligned with SELT's organizational goals. • Set annual engagement and revenue targets; track and report progress regularly. •Partner with the Executive Director, Leadership Team, and Board to foster a culture of philanthropy throughout the organization and SELT's donor community. Leadership and Major Gifts: • Lead SELT's major gift program (SELTie Conservation Circle), identifying and engaging high-potential donors to build long-term relationships that result in significant contributions to support SELT's annual operations, land conservation projects, and select programs. • Manage and grow a personal portfolio of major donors; regularly solicit and secure gifts in the four- to seven-figure range. • Support the Executive Director's cultivation, stewardship, and solicitation of major donors through the development and management of a portfolio, strategy development, material and donor visit preparation, and regular donor outreach. • Design and manage capital campaigns, major fundraising initiatives, and micro-campaigns, as needed, for place-based conservation priorities such as Merrymeeting Clean Forever and the 100-Acre Woods, coordinating across departments and with consultants as needed. • Manage Advancement's extensive operations, including two direct reports, to meet ambitious annual and project-based goals. •Oversee donor data management (Salesforce), including analyzing metrics and reporting on donor giving trends to course correct as needed and refine strategy to increase impact. Planned Giving: • Continue to grow SELT's planned giving program (Conservation Legacy Society) to secure increased long-term support. • Understand simple and complex planned giving vehicles to educate and inform donors of the options to support SELT while meeting personal estate planning needs. • Recognize and steward relationships with donors who have made planned gifts. • Identify and cultivate new planned giving prospects to secure gifts at the 5 – 7-figure range as part of major donor portfolio management. • Engage with professional advisors (e.g., estate planners, financial advisors) to support planned gift arrangements. • Develop and manage planned giving events and marketing materials to raise awareness about estate gift options among donors and external professionals such as realtors, CPAs, and financial advisors. Foundation and Membership Support: • In collaboration with the Outreach and Education Director, identify and pursue foundation funding opportunities; maintain select institutional donor relationships. • Oversee administration of SELT's membership program, including appeals, communications, and events to deepen member engagement. Ensure a seamless integration of membership efforts with overall fundraising strategy. • Plan and implement membership growth strategies to help SELT achieve a 50% increase in its donor base by 2030. Strategic Leadership and Team Management: • Serve on the Leadership Team, contributing to strategic planning, organizational development, and operational decision-making. • Supervise advancement staff and consultants, fostering a collaborative and results-driven work culture. • Support Board committees related to fundraising and development and engage Board members in donor cultivation and solicitation efforts. • Conduct fundraising practices in accordance with the Donor Bill of Rights and to the highest ethical standards to gain and maintain the trust of SELT's supporters. • Ensure compliance with applicable Land Trust Alliance Standards and Practices and requirements of the Land Trust Accreditation Commission. Key Qualifications, Skills and Competencies: • Deep commitment to SELT's mission and a passion for land conservation and the natural world. • 10+ years of progressive experience in fundraising, including major gifts, planned giving, and capital campaigns. • Proven track record of securing six- and seven-figure gifts from both new and established donors. • Deep expertise in donor cultivation, solicitation, and stewardship best practices. • Strategic thinker with a track record of developing successful and engaging fundraising initiatives. • Experience cultivating and developing relationships and community-based partnerships with people of diverse socioeconomic and political backgrounds. • Experience supervising staff, leading teams, and motivating volunteers in a collaborative, high achieving environment. • Exceptional interpersonal, relationship-building, and communication skills. •Ability to present an organization to a broad audience and speak publicly and engagingly about its vision, mission, initiatives, and impact. • Excellent organizational and project management skills, with attention to detail and the ability to manage multiple priorities. • Proficiency in Microsoft Office and donor management systems (Salesforce experience preferred); familiarity with fundraising analytics tools. • Background in land conservation, environmental nonprofits, or related sectors is preferred. • Bachelor's degree in a relevant field (e.g., fundraising, communications, business); Master's degree preferred. Compensation: The Director of Advancement position has a salary of $125,000+ commensurate with experience. Benefits package includes health insurance plan; long-term and short-term disability insurance; employer match to 403(b)(7) retirement plan; and paid vacation, sick time, and holidays. Free solar-powered EV charging is available on site for SELT employees. Work Conditions and Physical Demands: This role is onsite. May work one day a week remotely; additional remote workdays are negotiable. Occasional travel is required, with select night meetings and weekend assignments. Work is performed in a normal office environment and is not subject to extremes of noise, temperature, odor, etc. The person in this position operates computers, printers, photocopiers, and basic office equipment. Work requires repetitive motion in the use of computer, keyboard, and mouse. The Southeast Land Trust of New Hampshire is an equal opportunity employer. SELT is committed to creating an inclusive environment for its employees and is actively engaged in ensuring that its properties, activities and events are welcoming and accessible to all. To express interest in the position, please submit your cover letter and resume in confidence <a href="https://apptrkr.com/6141095" target="_blank">here.</a> For more information, please visit <a href="http://www.developmentguild.com" target="_blank">www.developmentguild.com</a>. Copyright ©2025 Jobelephant.com Inc. All rights reserved. <a href="https://www.jobelephant.com/" target="_blank">Posted by the FREE value-added recruitment advertising agency</a> jeid-8f99839483b8ad4eaf0dedb25954b5fc

Director of Advancement

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
Are you looking to advance your career in finance this year? The Piedmont Group has invested heavily in cutting-edge technology, spending over $1.4 million to equip our advisors. With a growing presence across 19 locations, we are proud to be the #4 MM Firm for contracted planning fees, totaling $4 million, and ranked #3 in MM for 1st Year Agent Production. Join our community of over 200 financial professionals who have chosen to enhance their practice with The Piedmont Group. 
 
In Atlanta, we are actively seeking ambitious financial advisors and new agents to join our dynamic team. Backed by a dedicated team of 80+ support staff members, TPG advisors receive the assistance needed to establish, expand, and succeed as business owners. Benefit from our in-house Marketing team, Podcast Media Room, Planning Department, and Recruitment services, which are just a few of the resources that draw experienced producers to grow with TPG. Apply now and discover how your business can thrive with us.
Compensation:
$132,000 - $155,000 yearly at planned commission
Responsibilities:
<ul>
<li>Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products.</li>
<li>Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor.</li>
<li>Develop and offer financial advice and strategies that align with each client's risk tolerance and financial objectives.</li>
<li>It's desired that you become knowledgeable of the financial industry, financial products, best practices, and tax regulations.</li>
</ul>
Qualifications:
<ul>
<li>You must either have U.S. Citizenship or a Green Card and live in the United States to be considered for this role.</li>
<li>Bachelor's Degree is highly preferred.</li>
<li>Within 6 months of hire, the following must be obtained: Life and Health License, Series 7, and 66.</li>
<li>Sales experience is highly preferred.</li>
<li>Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired.</li>
</ul>
About Company 
We're a fast-growing, family-owned financial services firm and a non-captive general agency of MassMutual, with 19 locations across GA, AL, and VA. As the 7th largest MassMutual agency nationwide, we’re proud to rank 3rd in first-year agent production and 4th in contracted planning fees ($4M). With 200+ financial professionals, we’re committed to helping you thrive—personally and professionally—through holistic planning and a culture rooted in growth, family, teamwork, and happiness.
What We Offer:
<ul>
<li>Full ownership of your practice — no NDAs</li>
<li>Non-captive model with the freedom to grow</li>
<li>Ability to build your own firm (DBA)</li>
<li>Competitive benefits: health, life, disability, 401(k), pension</li>
<li>Performance-based bonuses</li>
<li>International travel opportunities</li>
<li>50+ in-house experts in marketing, media, compliance, planning, and recruiting</li>
</ul>

Financial Advisor

<h3>Job Description</h3>
Job Description
We are seeking an experienced Financial Advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!
Compensation:
$75,000+ at plan
Responsibilities:
<ul>
<li>Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products</li>
<li>Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives</li>
<li>Create customized financial plans suitable for each client based on potential life changes and changing financial needs</li>
<li>Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects</li>
<li>Provide exceptional customer service 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>Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired</li>
<li>Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital</li>
<li>Excellent math skills, relationship skills, communication skills, and customer service skills are crucial</li>
<li>Requires a Bachelor’s degree in finance, business administration, or related field</li>
</ul>
About Company 
Our mission is to provide financial security and peace of mind through our insurance, annuity, and financing solutions.
We act with integrity and humanity in all our interactions with policyholders and one another. The ground in both confidence and humility, we serve as stewards for the long term. We are here for good. Everything we do has one overriding purpose: to be there when clients need us.
We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve financial security.

<h3>Job Description</h3>
Job Description
The Company:
Brown|Miller Wealth Management is a fee-only, independent, privately-owned registered investment advisor firm that is deeply committed to providing high-level service to our clients. Established in 2020, we represent over nine decades of experience in wealth management. We strive to profoundly enrich the lives of our clients through the power of compounding capital and a well-designed wealth management plan. We use a three-step, 3D holistic wealth management process to support our clients goals: Discover. Design. Deliver. Brown|Miller values Excellence, Integrity, Respect, Ownership, and Teamwork, and is committed to the professional development of our team as we build the third generation for Brown|Miller.
 
The Position:
The Financial Advisor manages and advises client relationships in collaboration with peers and the client service team. By genuinely providing excellence in advice, planning, investment management, and service to current and prospective clients, the Financial Advisor positively represents the vision and mission of Brown|Miller Wealth Management, LLC. It is the Financial Advisors responsibility to proactively advise clients, act as a fiduciary and prudent steward of client assets, cultivate new client relationships, and collaborate with peers in formulating planning and investment strategies.
 
Responsibilities:
<ul>
<li>Adopt and implement Brown|Millers advice, planning, and investment management process: Discover. Design. Deliver.</li>
<li>Deliver consistently superior and proactive client advice and service.</li>
<li>Actively respond to incoming emails, phone calls, and requests from current and prospective clients.</li>
<li>Create and follow own action plans/tasks based on client needs and requests.</li>
<li>Stand ready to back up peers as needed to ensure clients receive seamless guidance, advice, and service.</li>
<li>Collaborate with team to formulate and maintain planning and investment strategies.</li>
<li>Actively participate with the investment management team by sharing and leveraging experience, knowledge, and research.</li>
<li>Engage and adopt established operational and administrative systems, processes, and procedures to deliver an efficient and consistent level of service and a pleasant client experience.</li>
<li>Ensure a smooth, seamless, and pleasant client experience.</li>
<li>Collaborate with the client service team regarding all administrative actions and functions to ensure an exceptional level of service and experience for all clients.</li>
<li>Work with CCO and Compliance Administrator to remain current and knowledgeable on all regulatory and compliance requirements.</li>
<li>Maintain and document client interactions.</li>
<li>Proactively identify and promptly rectify compliance issues.</li>
<li>Ensure all personal industry licenses and professional designations are properly active and up to date.</li>
</ul>
 
Requirements:
<ul>
<li>Bachelors degree</li>
<li>At least one of the following financial industry professional license/designation: Series 7 &amp; 66, 65, Investment Advisor Representative, or Certified Financial Advisor</li>
<li>Certified Financial Planner certification</li>
<li>Minimum of three (3) years of investment/financial industry experience serving as a financial advisor, client service professional, or financial/investment analyst</li>
<li>Clean compliance history and a track record of success in cultivating and managing client relationships</li>
<li>Self-motivated professional with a drive toward delivering excellence in client advice, guidance, planning, and service</li>
<li>Must genuinely enjoy working with other professionals in a supportive team environment</li>
<li>Must take ownership of Brown|Miller mission and contribute to it wherever needed</li>
<li>Professional demeanor</li>
<li>Pleasant personality</li>
<li>Superior interpersonal communication skills</li>
</ul>
 
Salary + Benefits:
<ul>
<li>Competitive Salary BOE</li>
<li>Potential future partnership</li>
<li>Medical Insurance</li>
<li>Dental/Vision Insurance</li>
<li>Long-term Disability Insurance</li>
<li>401(k) Plan with company matching</li>
<li>Paid Time Off (PTO) and paid holidays</li>
</ul>

<h3>Job Description</h3>
Job DescriptionJob DescriptionSkills:Qualifications:Financial Advisor: Our firm is looking to hire an experienced Financial Advisor to create and nurture the long-term needs of firm clients, to manage client relationships, and to actively participate in the advanced planning process. Additional responsibilities around new business will be engaging with prospective clients identified through our lead system and building your personal network to generate opportunities through referrals from clients and centers of influence. The primary responsibilities will be to prepare for and actively participate in client meetings, take notes, follow up on any action items, take ownership to manage client expectations and deliverables. You will also prepare financial plans, investment recommendations, and research clients' technical questions. &amp; You have enough experience in front of clients that you are confident in almost any scenario, particularly with high-net-worth clients. You are an extraordinary communicator and calm under pressure. You have a high degree of empathy, and people trust you easily because you are genuine and live to serve others. You are a self-starter, taking initiative and having impeccable follow-through. You pay great attention to detail. You want to be a master of your craft, and you are the type of person who is always looking to better yourself. You are always looking for ways we can improve our client experience and education. &amp; Responsibilities 
<ul>
<li>Engage directly with clients to understand their financial objectives and concerns; effectively manage the client relationship and show accountability for retention.</li>
<li>Retain and enhance client relationships through ongoing education, excellent service, and ensuring an exceptional client experience</li>
<li>Prepare agendas for client meetings and ensure timely completion of post-meeting action items</li>
<li>Complete financial planning analyses and wealth management activities. Ensure client assets are invested in alignment with their risk tolerance and goals, coordinating with our trade team</li>
<li>Gather data from clients and analyze their current financial situation. Strategic development of comprehensive financial plans that align with their goals, recommend appropriate solutions, and assist with plan implementation</li>
<li>Collaborate with the support team to deliver prompt and thorough client service</li>
<li>Work with clients’ other professionals, such as attorneys and CPAs, to provide holistic financial solutions</li>
<li>Develop relationships with Centers of Influence to obtain potential client referrals</li>
<li>Identify opportunities to expand existing client relationships by ensuring they are taking full advantage of our various services; proactively seek referrals from clients to generate new business</li>
<li>Maintain accurate records of client interactions and information in the CRM system</li>
<li>Representing the firm in a positive and professional manner</li>
<li>Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures</li>
</ul>
&amp; Qualifications 
<ul>
<li>Bachelor’s degree, preferably in finance, financial planning, or a related field required</li>
<li>CFP® designation required</li>
<li>5+ years’ experience managing client relationships in financial planning or investment management</li>
<li>Experience working with various custodial platforms (Schwab, Fidelity, etc.)</li>
<li>Proficient in Excel, PowerPoint and Outlook</li>
<li>A genuine interest in serving and caring for clients</li>
<li>Subject matter expert in financial planning and complex client cases</li>
<li>Excellent verbal, written, presentation, listening, and interpersonal communication skills</li>
<li>Excellent time management and strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems</li>
<li>Must be organized, detail-oriented and able to manage and prioritize tasks</li>
</ul>
&amp; &amp; &amp; SPl

<h3>Job Description</h3>
Job DescriptionSalary: $110K - $175K
We are looking for a driven and client-focused Financial Advisor to join our growing team. In this role, you will play a key part in guiding individuals and families toward achieving their financial goals through thoughtful planning, personalized investment strategies, and consistent, high-quality service.
This position is ideal for a financial professional who is passionate about making a meaningful impact, values long-term client relationships, and is committed to the highest standards of integrity and professional growth.
Key Responsibilities
<ul>
<li>Develop and implement customized financial plans that address retirement, education funding, risk management, and estate planning</li>
<li>Conduct regular portfolio reviews and proactively adjust strategies based on changing market conditions and client objectives</li>
<li>Maintain deep knowledge of financial markets, products, and regulatory requirements</li>
<li>Build and nurture lasting client relationships through consistent communication and exceptional service</li>
<li>Collaborate with internal teams to deliver a seamless and high-value client experience</li>
<li>Represent the firm through community engagement, educational workshops, and financial literacy initiatives</li>
</ul>
Qualifications
<ul>
<li>Bachelors degree in Finance, Economics, or a related field</li>
<li>Certified Financial Planner (CFP) designation preferred</li>
<li>Minimum of 3 years of experience in financial advising or wealth management</li>
<li>Strong analytical skills and proficiency in financial planning software</li>
<li>Excellent interpersonal and communication abilities</li>
<li>A commitment to ongoing professional development and staying current with industry trends</li>
</ul>
What We Offer
<ul>
<li>A collaborative and supportive team environment focused on professional excellence</li>
<li>Clear opportunities for career growth and advancement</li>
<li>Access to innovative financial tools and resources to better serve your clients</li>
<li>Competitive compensation and a comprehensive benefits package</li>
<li>The opportunity to make a lasting impact on your clients' financial success and peace of mind</li>
</ul>
Who Were Looking For
We value professionals who prioritize client needs above all, act with integrity, and bring a proactive mindset to financial planning. If you are passionate about delivering long-term value through strategic guidance and personal connection, we invite you to apply.

<h3>Job Description</h3>
Job Description
Location: Atlanta, Georgia
Country: United States
Salary: $110K - $175K
Description:
We are looking for a driven and client-focused Financial Advisor to join our growing team. In this role, you will play a key part in guiding individuals and families toward achieving their financial goals through thoughtful planning, personalized investment strategies, and consistent, high-quality service.
This position is ideal for a financial professional who is passionate about making a meaningful impact, values long-term client relationships, and is committed to the highest standards of integrity and professional growth.
Key Responsibilities
<ul>
<li>Develop and implement customized financial plans that address retirement, education funding, risk management, and estate planning</li>
<li>Conduct regular portfolio reviews and proactively adjust strategies based on changing market conditions and client objectives</li>
<li>Maintain deep knowledge of financial markets, products, and regulatory requirements</li>
<li>Build and nurture lasting client relationships through consistent communication and exceptional service</li>
<li>Collaborate with internal teams to deliver a seamless and high-value client experience</li>
<li>Represent the firm through community engagement, educational workshops, and financial literacy initiatives</li>
</ul>
Qualifications
<ul>
<li>Bachelors degree in Finance, Economics, or a related field</li>
<li>Certified Financial Planner (CFP) designation preferred</li>
<li>Minimum of 3 years of experience in financial advising or wealth management</li>
<li>Strong analytical skills and proficiency in financial planning software</li>
<li>Excellent interpersonal and communication abilities</li>
<li>A commitment to ongoing professional development and staying current with industry trends</li>
</ul>
What We Offer
<ul>
<li>A collaborative and supportive team environment focused on professional excellence</li>
<li>Clear opportunities for career growth and advancement</li>
<li>Access to innovative financial tools and resources to better serve your clients</li>
<li>Competitive compensation and a comprehensive benefits package</li>
<li>The opportunity to make a lasting impact on your clients' financial success and peace of mind</li>
</ul>
Who Were Looking For
We value professionals who prioritize client needs above all, act with integrity, and bring a proactive mindset to financial planning. If you are passionate about delivering long-term value through strategic guidance and personal connection, we invite you to apply.
 Heads up! We’re on the hunt for top talent on behalf of our awesome client! If this sounds like your kind of gig, hit that apply button! Only shortlisted candidates will be contacted, and we keep things 100% confidential. We’re all about equal opportunities here—everyone’s welcome!

<h3>Job Description</h3>
Job Description
Financial Advisor
Location: Bellevue, WA (Status: Full-time; In-Office)
Compensation: $115,000 - $130,000
We are a small, client-focused financial advisory firm dedicated to delivering top-tier investment services. For more than 25 years, our firm has worked with individuals, families, and small business owners who want a long-term financial strategy that is built around their unique goals and circumstances. Our office is committed to delivering the highest quality financial planning and investment advice to our clients, and our team works collaboratively to support every detail of that experience.
We are excited to announce a new opportunity for an experienced Financial Advisor to our practice. As part of a larger team, we would combine our experience, sound judgment, and highly personalized service with yours to provide world-class experience for our valued clients. As a Financial Advisor, you will be responsible for assisting in the servicing of existing and prospective clients, building and executing financial plans, holding new client meetings and annual reviews, building and enriching client relationships, and upholding our firm’s values and commitment to client service.
In your new role, you can expect to:
● Meet with clients and work with support staff to prepare illustrations and performance reports.
● Continuously maintain client relationships, understanding their unique circumstances, connections, and interests.
● Analyze client income and asset situation, as requested; at least once annually, review and update financial situation.
● Develop and present financial planning recommendations and/or alternatives.
● Assist with portfolio rebalancing for clients in FAP’s book of business, according to FAP’s investment philosophy
● Field client questions/phone calls/meeting requests, refer questions to senior advisor as needed
● Manage a sleeve of clients and help foster client relationships/client retention
● Financial Plan creation and updates as needed for clients
● Build/maintain a network of outside professionals (CPA, attorneys, etc.)
● Assist with client administrative requests in the absence of other team members
● Manage existing client relationships and respond to client inquiries and requests.
● Conduct client reviews.
● Gather data, including personal information and investment goals.
● Analyze and evaluate financial status.
● Implement and monitor financial planning recommendations.
● Take a proactive approach to client service and collaboration with colleagues.
● Recommend plans and products to help clients achieve goals; identify appropriate investment and insurance solutions (e.g., estate issues, tax considerations, retirement planning, business planning objectives).
● Comply with all FINRA/SEC/Commonwealth compliance regulations; satisfy continuing education requirements.
Qualifications for this opportunity include:
● Bachelor’s degree
● 5 plus years of experience in the industry and in a financial advising role
● Series 7 and 66 FINRA Licenses
● CFP® preferred
● Excellent knowledge of mutual fund, stock, bond, insurance, and annuity products
● The ability to build lasting, high trust relationships with clients through exemplary client service
● High attention to detail
● Proficiency in MS Office Suite (e.g., Word, Excel), Proficiency in CRM workflow creation and use
● Demonstrated ability to work in fast-paced environment
Get in touch today so that we can get to know you! As a Financial Advisor in the financial services industry, you will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to us as advocates for their hopes and dreams.
We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both of us. We look forward to meeting you!
Company DescriptionWe welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our client firm offers and see if it might be an attractive fit. We look forward to meeting you! 
<h3>Company Description</h3>
We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our client firm offers and see if it might be an attractive fit. We look forward to meeting you!

<h3>Job Description</h3>
Job Description
What's the role?
Financial Advisors provide financial planning and investment support to the firm's clients. Your primary role will be to assist current firm clients' financial planning and investment needs. Your secondary role will be to develop your clientele and future marketing strategies to effectively grow the firm clientele. To be successful in this position you should understand financial planning and investing concepts, be detail-oriented, and professional, and have excellent written and verbal communication skills.
MBE Wealth is open to discussing independent contractor or direct full-time hire arrangements including buying a current advisor's book or business and/or creating a commission-based model as it relates to compensation. We are flexible in finding the arrangement that works best for the candidate.
What experience and skills do I need to be successful?
<ul>
<li>Bachelor's degree in finance, business administration, or a related business field.</li>
<li>Experience in a financial advisor or related position.</li>
<li>Series 66 or Series 65 licensure.</li>
<li>General computer skills in using Microsoft Office Suite (Word, Excel, Outlook) and managing clients within a CRM.</li>
<li>Excellent personal skills when dealing with clients of all ages and from all walks of life.</li>
</ul>
Great Perks and Benefits:
Some major perks we offer are long-term job stability, work-life balance to support raising a family, and the opportunity to grow your career within the company. In addition:
<ul>
<li>Competitive medical, dental, and vision insurance plans.</li>
<li>FSA/HSA account options.</li>
<li>Paid Time Off (PTO).</li>
<li>401k employer matching program to save for retirement.</li>
<li>Tuition reimbursement and professional growth opportunities through continuing education.</li>
<li>Supplemental insurance options for life, AD&amp;D, STD, LTD, and critical illness.</li>
<li>Bonuses for helping with business development leads.</li>
<li>Incredible potential for upward mobility and career growth.</li>
</ul>
What will my schedule look like?
This onsite role supports our office hours of Monday-Friday 8a-5p with very limited travel unless requested by a client for an in-person meeting.
How do I join?
The first step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE Wealth team.
What else are you hiring for?
See all MBE Wealth's openings on our website or reach out to our lead recruiter, Jazmine Hoile, on LinkedIn.
More about MBE Wealth:
MBE Wealth is part of the MBE CPAs affiliate group. We are a team of financial experts who use our industry-based knowledge to help others succeed in their financial journeys through financial planning and wealth management. We support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.

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