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Chief Development and Marketing Officer | Green Beret Foundation| Greater Boston, MA (Hybrid) About Green Beret Foundation Green Beret Foundation (the Foundation) serves the Army's Special Forces, our nation's most elite soldiers. The Foundation believes Green Berets are our nation's greatest assets and honors its commitment to Green Berets past and present, as well as their families, by connecting them with the right resources to prosper and thrive every day. Because when Green Berets and their families are supported, our nation's most elite soldiers become our nation's best leaders. For more information about Green Beret Foundation, please visit <a href="https://apptrkr.com/get_redirect.php?id=6419789&amp;targetURL=https://greenberetfoundation.org/" target="_blank">https://greenberetfoundation.org/</a> About the Position: The Chief Development &amp; Marketing Officer (CDMO) will report to the President and CEO and is responsible for creating, leading, and implementing an integrated resource development and marketing strategy that strengthens the Foundation's visibility, stakeholder engagement, financial resources, and overall impact. The position is responsible for forging new relationships, maintaining and growing existing relationships, and leading efforts to build and manage a high-performing development and marketing team. Serving as a trusted advisor, the CDMO plays a pivotal role in supporting the President and CEO on seven- and eight-figure gift solicitations while embracing and advancing the mission of the Green Beret Foundation. The Green Beret Foundation provides comprehensive support to U.S. Army Special Forces soldiers and their families. The Foundation raised more than $5M in 2024 from individual donors, event revenue, strategic partnerships, foundation grants, and corporate support, and the new CDMO will be charged with increasing revenue to $10M over the next few years through fundraising, event management, marketing, strategic planning, and organizational leadership. The CDMO will oversee a team of 3 and will be responsible for development, communications and marketing strategies, achieving sustainable revenue growth and increasing the organization's brand awareness. Acting as an internal advisor to the President and CEO and Board, the CDMO will ensure that all strategic initiatives align with the organization's mission, goals, and standards. As a member of the Executive Team, the CDMO collaborates with the President and CEO, Chief of Staff, and other senior leaders to provide strategic and operational management and will serve as a thought leader and strategic advisor in advancement of the Foundation's mission and operation. Key Responsibilities: Strategy and Mission Advancement • Lead the development and execution of the organization's strategic plan, adhering to the vision set by the President and CEO, and Board of Directors. • Collaborate with the President and CEO to create and implement an organizational fundraising operating plan. • Act as a key advisor to the President and CEO and Board on trends in the philanthropic landscape, competitive intelligence, and external risks and opportunities. • Facilitate strategy execution by fostering collaboration across departments and ensuring consistent communication. • Develop organizational metrics and a dashboard to evaluate performance, impact, and overall effectiveness. • Lead a culture that embraces and reflects the mission of the Green Beret Foundation, ensuring alignment in all organizational initiatives. Revenue Generation and Development • Lead efforts to raise $4 million annually, scaling to $6–8 million within three years, through individual, corporate, foundation, and public sector funding. • Manage a personal portfolio of the Foundation's top donors and prospects. • Build a planned giving program in partnership with the President and CEO • Expand and strengthen the donor base by driving strategic prospecting and pipeline growth, with a focus on cultivating long-term, sustainable giving. • Increase engagement and outcomes through community-based fundraising initiatives. • Collaborate with the President and CEO on high-level solicitations with a focus on securing transformational seven and eight-figure gifts. • Design and implement a framework for individual giving, expanding donor pipelines and increasing sustainable revenue. • Build and grow a comprehensive development team, recruiting top talent to create and sustain a high-performing, mission-driven culture. • Oversee all aspects of the fundraising operation including but not limited to CCV partnerships, individual and major giving, grants &amp; scholarships, foundation giving, strategic and community events and day to day fundraising operations. •Leverage innovative fundraising strategies, including data-driven solutions, digital campaigns, and online engagement tools. Create and manage capital campaign strategies, working closely with the Board and President and CEO. Ensure fundraising activities and outcomes are aligned with operating needs and strategic priorities. Marketing and Communications • Oversee marketing and branding strategies to elevate the visibility and public understanding of The Green Beret Foundation's mission. • Ensure cohesive messaging across all communication platforms, including print, digital, and social media. • Partner with the marketing team to develop creative, high-impact campaigns that resonate with key audiences, stakeholders, and supporters. • Continuously evaluate the effectiveness of marketing and fundraising materials, making data-driven adjustments to maximize engagement. • Work on close cooperation with the program &amp; services team, as well as other key disciplines in the organization to ensure marketing and communication strategies and tactics are aligned with and support mission and operating needs. Board and Senior Staff Leadership • Collaborate with the President and CEO, Board, and Executive Team to create and implement an advancement strategy that aligns with organizational goals. • Serve as an ambassador for the organization, articulating the mission to external audiences and cultivating relationships with key stakeholders. • Support the Board and senior staff in cultivating, soliciting, and stewarding gifts and partnerships. • Provide training and mentorship for Board members and senior staff in best practices for fundraising and relationship-building. • Develop a deep commitment to the mission of The Green Beret Foundation. Internal Management and Infrastructure • Recruit, train, and mentor development, marketing, and advancement staff. • Manage day-to-day operations of the team, ensuring alignment with organizational objectives. • Oversee budgeting, forecasting, and reporting for the development and marketing team, ensuring transparency and accountability. • Foster collaboration across departments to create a cohesive and unified organizational culture. • Partner with finance and accounting staff to maintain efficient financial tracking and reporting processes. Key Qualifications • 10+ years of progressive experience in development that includes 3 – 5 years of strategic focus on communications and marketing. • Experience partnering with key stakeholders at all levels, from community members and line staff to executives, Board • Members and major donors and representatives of complex partner organizations. • Proven leadership skills and experience building a high-performing team while maximizing outcomes while providing the highest level of mission-impact and support. • Strong collaborator with interest and ability to build relationships at all levels internally and externally. • Proficient knowledge of development and marketing/communications applications and tools, with position-relevant knowledge of Microsoft applications and complex CRM and donor management systems. Blackbaud experience preferred. • Experience in developing presentations and analytics related to position responsibilities and outcomes. • Strong written and verbal communication skills with ability to communicate at all levels and in a wide variety of formats and audiences. • Strong executive presence and professional demeanor with the ability to adapt to the unique culture of the Foundation. •Understanding of and/or exposure to military culture and the unique challenges faced by veterans and active duty service members. • Experience in budgeting, financial management and resource allocation. •Demonstrated experience and competencies in critical areas related to the position including, but not limited to: • Customer and team focus • Ethics, values and integrity • Strategic ability • Outcome orientation • Interpersonal savvy and team building • Subject matter expertise in essential elements of position responsibilities •Experience within a nonprofit organization within a military family support services environment or healthcare organization preferred. Travel and Compensation The salary for this position is $165,000+ per year, commensurate with experience. Some evening and weekend hours will be needed on occasion to meet the needs of The Green Beret Foundation community and the strategic revenue growth plan for The Foundation. Travel is primarily regional but will from time to time include attendance at key events and meetings throughout the United States with overnight travel. The CDMO position is strongly desired to be within regular commutable distance of the greater Boston area. Green Beret Foundation is proud to be an Equal Employment Opportunity and Affirmative Action employer. They do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics. Green Beret Foundation participates in the E-Verify program in certain locations as required by law. Green Beret Foundation is committed to working with and providing reasonable accommodation to applicants with physical and mental disabilities. Green Beret Foundation is a drug-free workplace. To express interest, please submit your cover letter and resume in confidence <a href="https://apptrkr.com/6419789" 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-3284b709d0eb4b848fc2780e1256ee86

Chief Development and Marketing Officer

Executive Director of Student Life Community Colleges of Spokane Location: Spokane CC Main Campus Spokane Department: SCC Student Development Salary Range: $97,774 - $110,335 Starting salary for this position is: $97,774 (Annually) The salary range represents the earning potential for this position, through training, evaluations and years spent working in this position with Spokane Colleges. About Us Spokane Community College, part of Spokane Colleges, serves 15,000 students with career technical, liberal arts, and adult education programs in Spokane and surrounding rural communities. Applications will be accepted until 4:00 p.m. PST on 08/15/2025. The application process will not be available after this time. To ensure consideration make sure your application is completed and submitted as soon as possible. Applications will only be accepted prior to 4:00 p.m. on the closing date. About the Executive Director of Student Life JOB SUMMARY Under direction from the Vice President of Student Services, the Executive Director at Spokane Community College (SCC) is responsible for leading the following areas: Conduct; CARE and Behavioral Intervention Teams; Student Government; Activities and Engagement; Disabilities Access Services; and the Student Health Clinic. The Executive Director serves as the Deputy Title IX Coordinator to the Vice President. This position will ensure SCC's services and programs are consistent with the College's mission of achieving student success while complying with Washington State law, Washington Administrative Code, and the policies, procedures and guidelines established by SCC and Spokane Colleges. This position partners closely with other leaders to ensure robust and aligned networks of support that advance student success. CHARACTERISTIC DUTIES AND RESPONSIBILITIES 
<ul>
<li>Provide excellent leadership, supervision, training, and direction for all staff in all functional areas. Focus on holistic well-being so that all students, staff, and faculty feel a sense of belonging at SCC. *</li>
<li>Work collaboratively across the institution and district. *</li>
<li>Develop, implement, deliver, and evaluate objectives and procedures for assigned areas ensuring services and programs are consistent with Federal and Washington State Law and the policies and procedures established by SCC and the District. Provide the Vice President with yearly objectives and evaluations of assigned areas. *</li>
<li>Provide oversight for the strategic planning, assessment, and accreditation efforts for assigned areas. Oversee the collection and dissemination of data needed for accreditation, grants, reports, proposals, and budgets. *</li>
<li>Oversee orientation, training, and evaluation of Associated Student Government, student leaders, and orientation of club advisors and their budgets. *</li>
<li>Provide leadership in helping the campus community understand the uniqueness and value of a large enrollment with students who have a variety of social identities. *</li>
<li>Function as leader of the Student Code of Conduct and all related processes. Serve as chair of the CARE Team and Behavioral Intervention Team. Conduct intake interviews with registered sex offenders. *</li>
<li>Review Spokane Colleges policies and procedures and coordinate with Campus Security on student background checks. *</li>
<li>Travel to rural campus centers and state meetings as needed. *</li>
<li>Resolve student concerns utilizing informal and formal processes. *</li>
<li>Oversee Lair Student Center use including coordination with the contracted food service vendor. * </li>
<li>Supervise (e.g., recruit, select, train, and recommend disciplinary actions) full/part-time classified, and professional exempt employees. Adhere to the faculty Master Contract, classified rules, collective bargaining agreements, and all district rules and regulations ensuring efficient operations and student success. * </li>
<li>Responsible for budgets and fiscal direction, organization, and governance of assigned programs and services. * </li>
<li>Serve as SCC's representative at the statewide Council of Unions and Student Programs (CUSP). *</li>
<li>Serve on and work with SCC committees including those that may not be directly related to student development, student activities, and discipline. *</li>
<li>Model professional decorum and mutual respect in all personal interactions. *</li>
<li>Comply with district policies, procedures and directives, state and federal regulations, orders and statutes and collective bargaining agreements. *</li>
<li>Support and advance Spokane Colleges' strategic plan, and perform other duties as assigned. *</li>
</ul>
 * Indicates this is an essential duty COMPETENCIES 
<ul>
<li>Business Insight</li>
<li>Decision Quality</li>
<li>Cultivates Innovation</li>
<li>Ensures Accountability</li>
<li>Builds Networks</li>
<li>Organizational Savvy</li>
<li>Situational Adaptability</li>
</ul>
 Learn more about <a href="https://apptrkr.com/get_redirect.php?id=6413782&amp;targetURL=https://ccs.spokane.edu/Working-for-Us/Competencies" target="_blank">our competencies</a>. MINIMUM QUALIFICATIONS 
<ul>
<li>Master's degree from an accredited institution.</li>
<li>Three years of successful, relevant administrative or management experience, including fiscal management.</li>
<li>Leadership of student conduct and related processes.</li>
<li>Proven leadership skills.</li>
<li>Proven successes with a variety of students, faculty, and staff from a variety of backgrounds.</li>
<li>Knowledge of Federal, State, and local laws, rules, and regulations as they pertain to student services.</li>
<li>Proven successes within a student conduct system.</li>
<li>Knowledge of FERPA, Conduct, and Title IX regulations and requirements.</li>
<li>Excellent supervision skills.</li>
<li>Proven successes in budget development, financial management, and strategic planning.</li>
<li>Excellent oral and written communication skills and the ability to present complex data clearly.</li>
<li>Ability to work cooperatively with students, employees, other departments and outside organizations.</li>
<li>Ability to use a computer and software relevant to the position.</li>
<li>Ability to collect and analyze data and generate reports.</li>
</ul>
 DESIRED QUALIFICATIONS 
<ul>
<li>Five years of recent experience related to student conduct and development in a higher education setting.</li>
<li>Knowledge of and experience with behavioral intervention processes.</li>
</ul>
 PHYSICAL REQUIREMENTS 
<ul>
<li>Work is performed in a normal, temperature controlled office environment.</li>
<li>Frequent use of computers and monitors.</li>
<li>Visual focus and strain.</li>
<li>Work directly with students.</li>
<li>Work involves constant interruptions and requirement to answer on demand questions by phone, in person, or electronically.</li>
<li>Frequent repetitive hand/wrist motions and finger manipulation.</li>
<li>Occasional to frequent change in position from sedentary, standing, stooping and walking.</li>
<li>Frequent oral and auditory communication with others.</li>
</ul>
 CONDITIONS OF EMPLOYMENT 
<ul>
<li>Contract 12-month position.</li>
<li>Requires local or regional travel.</li>
<li>Criminal background check is required.</li>
<li>Position is exempt from the Fair Labor Standards Act (FLSA).</li>
</ul>
 Person hired must be able to provide acceptable documentation of U.S. Citizenship or lawful authorization to work in the United States. This is an absolute condition of employment. An offer of employment will not carry with it any responsibility or obligation on the part of the district to sponsor an H1-B visa. In addition, the Spokane Colleges maintain a drug-free work environment and prohibits all smoking in the college buildings and state-owned vehicles. Must be able to successfully work in and promote a multicultural work and education environment. Prior to a new hire, a background check including criminal record history will be conducted. Information from the background check will not necessarily preclude employment but will be considered in determining the applicant's suitability and competence to perform in the position. Once an applicant is chosen for a position, they are required to complete and submit a declaration regarding sexual misconduct and investigation per state law. Benefits Information This is a contracted, exempt management position. Medical, dental life and long term disability insurance benefits are provided as currently administered under the Public Employees Benefits Board; TIAA-Cref retirement plan or WA State Retirement Plan. Vacation leave accrues at the rate of 14.67 hours per month (22 days per year) and sick leave accrues at the rate of 8 hours per month, effective upon employment. (For positions that are less than full time, leave accruals will be prorated to the percentage of the position.) <a href="https://apptrkr.com/get_redirect.php?id=6413782&amp;targetURL=https://www.hca.wa.gov/employee-retiree-benefits/public-employees" target="_blank">Public Employees Benefits Board</a> <a href="https://apptrkr.com/get_redirect.php?id=6413782&amp;targetURL=https://ccs.spokane.edu/Working-for-Us/CCS-Employee-Benefits" target="_blank">Additional benefits information</a> Required Application Materials To qualify for consideration, applicants must meet required competencies and submit a complete application packet, which includes the following: 
<ul>
<li>Cover letter - addressing your qualifications relevant to the responsibilities of this position. </li>
<li>Resume. </li>
<li>References - the names, addresses, and phone numbers of three professional references. </li>
<li>College transcript(s) if applicable - unofficial/copies of transcripts are acceptable; official transcripts are required upon hire.</li>
</ul>
 For questions regarding a job application or the hiring process, or if you require an accommodation during the application or interview process, please contact HR at <a href="https://apptrkr.com/get_redirect.php?id=6413782&amp;targetURL=mailto:CCS.Recruiter@ccs.spokane.edu" target="_blank">CCS.Recruiter@ccs.spokane.edu</a>. Equal Opportunity Institution Spokane Colleges does not discriminate in its programs, activities and employment on the basis of race, creed, color, religion, national or ethnic origin, age, sex, marital status, pregnancy, pregnancy related conditions, parental status or families with children, status as a mother breastfeeding their child, AIDS/HIV or hepatitis C, honorably discharged veteran status, sexual orientation, gender identity or expression, disability, use of a trained guide dog or service animal by a person with a disability, genetic information, or any other legally protected category. Direct all inquiries or grievances regarding access, Title IX, ADA, equal opportunity compliance, and/or grievances to: Fred Davis | Chief Human Resources Officer Spokane Colleges P.O. Box 6000, MS1004 Spokane, WA. 99217-6000 509-434-5040 To apply, please visit: <a href="https://apptrkr.com/6413782" target="_blank">https://careers.ccs.spokane.edu/jobs/executive-director-of-student-life-spokane-washington-united-states</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-c8c55207b5735c438c0197c3c20bc6c1

Executive Director of Student Life

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
Job Title: Remote Personal Financial Advisor Hourly Pay: $30 - $45/hour
Summary: 
We are seeking a dedicated Personal Financial Advisor to join our work-from-home team. In this role, you will provide individualized financial advice to clients, helping them manage their personal finances and achieve their financial goals. If you are passionate about personal finance and enjoy helping clients plan for their future, this is a great opportunity for you to work remotely and make a meaningful impact.
Key Responsibilities:
 
<ul>
<li>Advise clients on budgeting, debt management, investment strategies, and retirement planning</li>
<li>Create personalized financial plans that align with clients' short-term and long-term goals</li>
<li>Assist clients with understanding financial products such as mutual funds, insurance, and savings accounts</li>
<li>Review clients’ financial positions regularly and recommend adjustments to their financial plans</li>
<li>Educate clients on financial best practices, such as saving for retirement and managing debt</li>
<li>Build and maintain long-term relationships with clients to ensure their financial goals are met</li>
<li>Stay informed about market trends, financial products, and personal finance regulations</li>
</ul>
Qualifications:
 
<ul>
<li>Proven experience as a Personal Financial Advisor or in a similar advisory role</li>
<li>Strong understanding of personal finance, including budgeting, saving, investing, and debt management</li>
<li>Excellent communication and interpersonal skills, with a focus on providing personalized financial advice</li>
<li>
Proficiency in financial planning software and tools
</li>
<li>
Must have reliable internet and a quiet, dedicated workspace
</li>
<li>CFP certification or similar credentials are preferred but not required</li>
</ul>
Perks &amp; Benefits:
 
<ul>
<li>
100% remote work flexibility
</li>
<li>
Competitive hourly pay: $30 - $45
</li>
<li>
Paid training and ongoing professional development opportunities
</li>
<li>
Flexible working hours, including evening and weekend shifts
</li>
<li>
Career growth opportunities in financial advising
</li>
<li>
A supportive and collaborative work environment
</li>
</ul>

Personal Financial Advisor

<h3>Job Description</h3>
Job Overview This job posting is anticipated to remain open for 30 days, from 12-Aug-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: 
<ul>
<li>Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.</li>
<li>Salary for the first five years as you begin to build your practice²</li>
<li>A firm-provided branch office in the community</li>
<li>Branch office support to help lighten the load so you can focus on your clients</li>
<li>A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.</li>
</ul>
 You can also expect... 
<ul>
<li>No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in</li>
<li>A compensation package that includes opportunities for commissions, profit sharing and incentive travel</li>
<li>The flexibility that you need to balance your personal and professional lives - the best of both worlds</li>
<li>A culture of continuous improvement and professional development</li>
</ul>
 Key Responsibilities 
<ul>
<li>Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).</li>
<li>Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.</li>
<li>Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.</li>
<li>Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.</li>
<li>Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.</li>
</ul>
 ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&amp;D coverage. Income continuation, basic life, and basic AD&amp;D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf. Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? 
<ul>
<li>An interest in financial services/markets and how they work</li>
<li>Love of learning and challenges, including determination to succeed</li>
<li>Skilled in long-term relationship building</li>
<li>Comfortable in your ability to think critically</li>
<li>Passion for new opportunities</li>
</ul>
 Can you see yourself... 
<ul>
<li>Learning to be a financial advisor through our comprehensive training program?</li>
<li>Delivering personalized investment and financial solutions to your clients?</li>
<li>Taking ownership of your business's growth and success?</li>
<li>Meeting professional and personal objectives as they relate to building your practice?</li>
<li>Working in and positively impacting your local community?</li>
</ul>
 Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: 
<ul>
<li>A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry</li>
<li>Financial services and/or sales experience</li>
<li>Financial services registration, licensing, or certification</li>
<li>Professional and/or military career progression</li>
</ul>
 Licensing: 
<ul>
<li>SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.</li>
<li>FINRA registrations required within three months. State insurance licenses will be required.</li>
<li>As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.</li>
</ul>
 Read More About Skills/Requirements Awards &amp; Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights &amp; Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights &amp; Information Blog Postings about Edward Jones Read More About Awards &amp; Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

Financial Advisor

<h3>Job Description</h3>
Job Overview This job posting is anticipated to remain open for 30 days, from 18-Aug-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: 
<ul>
<li>Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.</li>
<li>Salary for the first five years as you begin to build your practice²</li>
<li>A firm-provided branch office in the community</li>
<li>Branch office support to help lighten the load so you can focus on your clients</li>
<li>A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.</li>
</ul>
 You can also expect... 
<ul>
<li>No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in</li>
<li>A compensation package that includes opportunities for commissions, profit sharing and incentive travel</li>
<li>The flexibility that you need to balance your personal and professional lives - the best of both worlds</li>
<li>A culture of continuous improvement and professional development</li>
</ul>
 Key Responsibilities 
<ul>
<li>Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).</li>
<li>Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.</li>
<li>Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.</li>
<li>Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.</li>
<li>Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.</li>
</ul>
 ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&amp;D coverage. Income continuation, basic life, and basic AD&amp;D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? 
<ul>
<li>An interest in financial services/markets and how they work</li>
<li>Love of learning and challenges, including determination to succeed</li>
<li>Skilled in long-term relationship building</li>
<li>Comfortable in your ability to think critically</li>
<li>Passion for new opportunities</li>
</ul>
 Can you see yourself... 
<ul>
<li>Learning to be a financial advisor through our comprehensive training program?</li>
<li>Delivering personalized investment and financial solutions to your clients?</li>
<li>Taking ownership of your business's growth and success?</li>
<li>Meeting professional and personal objectives as they relate to building your practice?</li>
<li>Working in and positively impacting your local community?</li>
</ul>
 Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: 
<ul>
<li>A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry</li>
<li>Financial services and/or sales experience</li>
<li>Financial services registration, licensing, or certification</li>
<li>Professional and/or military career progression</li>
</ul>
 Licensing: 
<ul>
<li>SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.</li>
<li>FINRA registrations required within three months. State insurance licenses will be required.</li>
<li>As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.</li>
</ul>
 Read More About Skills/Requirements Awards &amp; Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights &amp; Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights &amp; Information Blog Postings about Edward Jones Read More About Awards &amp; Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

<h3>Job Description</h3>
Job DescriptionAbout Us:
At Synergy Wealth Solutions, we believe that true financial success is achieved through a holistic approach that transcends traditional boundaries. By embracing this philosophy, we empower you to navigate your financial journey with clarity, confidence, and purpose. Let us embark together on a path towards financial prosperity that is as unique and dynamic as you are.
Make an impact – starting with your own life.This is a career move that could redefine everything
You know that restlessness you feel? Perhaps it’s an inner voice coaxing you to step into life more boldly. Build something. Do something meaningful. Be in control of your own life. It may be your inner entrepreneur calling to be released.
What if it were possible to do all those things at once: to build something, to have deep impact on the world around you, and to have greater control over the course of your life?
It is in fact possible, and it’s happening throughout our firm. You, too, can make the career move that may redefine every relationship in your life: from your personal relationships to your relationship with your work and your finances.
 
If you’ve considered business ownership, then start your business with us
As a Financial Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. The work you do is both of value, and aligns with the values we share with you:
- Make an impact on people’s lives, and the communities you care for by providing paths to financial stability and peace of mind
- Follow a well-defined career path that integrates education with mentorship and teaming opportunities
- Benefit from a culture of innovation that embraces growth and the changes that come with it
- Enjoy transparency, honesty, and clarity as the fundamental ingredients of partnership
- Have a voice – your contributions and input matter
- Experience the power of flexibility – and the freedom to design your work and your life the way you envision
 
How will you build your business?
You will…
- Establish networks and cultivate referrals
- Develop and maintain long-term relationships with clients
- Provide financial solutions through fact gathering and needs analyses
- Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates
 
Who do you need to be?
- A strong relationship-builder who takes a client-first approach
- A connector with people, a connector of people
- A dedicated worker: independent, self-motivated and goal oriented
Contact us today to discuss a change to work that can have great impact.

<h3>Job Description</h3>
Job Description
Financial Advisor - South Florida
 
MUST BE in Fort Lauderdale, FL
Are you ready to make a real impact while building a rewarding career? Join&nbsp;Coastal Wealth&nbsp;in beautiful Florida as a&nbsp;Financial Advisor&nbsp;and help individuals, families, and business owners navigate their financial futures with confidence and clarity.
 
At Coastal Wealth, we don’t just offer jobs — we cultivate careers. Here, you’ll have the freedom to run your practice like a business, backed by industry-leading tools, innovative products, and an experienced support team that’s invested in your success.
 
What Makes Us Different:
<ul>
<li>Business-minded Freedom&nbsp;– Be in business&nbsp;for yourself, but never&nbsp;by yourself.</li>
<li>Innovative Tools &amp; Resources&nbsp;– Access cutting-edge tech and training to grow your practice.</li>
<li>Custom Solutions&nbsp;– Offer a full suite of financial products tailored to individual client needs.</li>
</ul>
Compensation &amp; Benefits:
<ul>
<li>Commission-Based Role&nbsp;– Upside earning potential based on your effort and success.</li>
<li>Performance-Based Rewards&nbsp;– Your income reflects the value you bring.</li>
<li>Comprehensive Benefits Package&nbsp;– Including medical, dental, life, disability, and retirement plans.</li>
<li>Subsidized Benefits&nbsp;– For qualified Financial Services Representatives (contractual eligibility applies).</li>
<li>Ongoing Development&nbsp;– Coaching, mentorship, and advancement opportunities.</li>
</ul>
Schedule:
<ul>
<li>Full-Time&nbsp;| Monday–Friday</li>
</ul>
 
This is more than a job — it’s your chance to create a business and legacy you’re proud of. Join a firm that’s focused on helping you grow — personally, professionally, and financially.
Compensation:
$60,000 - $100,000+ yearly
Responsibilities:
Are you ready to make a real impact while building a rewarding career? Join&nbsp;Coastal Wealth&nbsp;in beautiful Florida as a&nbsp;Financial Advisor&nbsp;and help individuals, families, and business owners navigate their financial futures with confidence and clarity.
 
At Coastal Wealth, we don’t just offer jobs — we cultivate careers. Here, you’ll have the freedom to run your practice like a business, backed by industry-leading tools, innovative products, and an experienced support team that’s invested in your success.
Qualifications:
<ul>
<li>215 License Needed</li>
<li>Series</li>
<li>Mass Mutual Company</li>
<li>Series 7,6 and SIE preferred</li>
<li>Must be in the Miami, FL area</li>
<li>Sales Experience Needed</li>
<li>Prospecting for clients through networking and referrals</li>
<li>Developing and maintaining long-term relationships with clients</li>
<li>Providing financial solutions for clients through fact gathering and needs analysis</li>
<li>Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates</li>
</ul>
About Company 
At Coastal Wealth, we’re more than a financial solutions firm — we’re your trusted partner committed to integrity, transparency, and ethical excellence. Celebrating diversity and fostering inclusivity, we bring together a team of experts dedicated to empowering your financial future.
Explore a world of tailored financial opportunities designed just for you. From personalized, comprehensive financial plans to investment strategies crafted to match your unique goals, we help you unlock the full potential of your wealth. Our strategic tax planning ensures you keep more of what you earn, while our extensive suite of services supports every facet of your financial life.
What sets us apart is our genuine care: we listen closely, offer thoughtful guidance, and prioritize the success of you, your family, and your business. With Coastal Wealth, embark on a personalized financial journey that’s as unique as your aspirations.

<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:
$175,000 - $210,000 at plan commission yearly
Responsibilities:
<ul>
<li>Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products</li>
<li>Develop 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>Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor</li>
<li>Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations</li>
</ul>
Qualifications:
<ul>
<li>Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital</li>
<li>CPA license, 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>Excellent math skills, relationship skills, communication skills, and customer service skills are crucial</li>
<li>Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary</li>
</ul>
<ul>
<li>You must either have U.S. Citizenship or a Green Card &amp; live in the United States to be considered for this role</li>
<li>Bachelor's Degree highly preferred</li>
<li>Within 6 months of hire, the following must be obtained: Life and Health License, Series 7, &amp; 66</li>
<li>If you have the following experience, you may be a great fit: sales, military background, student-athlete, academically competitive scholar, business owner, experience in finance-related roles, or if you have conquered &amp; outgrown your current role</li>
</ul>
About Company 
We're a fast-growing, family-owned financial services firm with 19 locations across GA, AL, TN, and VA. We’re committed to helping you thrive—personally and professionally—through holistic planning and a culture rooted in growth, family, teamwork, and happiness. We invite you to apply.

<h3>Job Description</h3>
Job Description
Are you an experienced Financial Advisor looking for new opportunities in the Orlando, FL Area?
 
New York Life is actively seeking skilled professionals like you to join our team. As a Financial Advisor at New York Life, you'll have the chance to provide clients with the support and guidance needed to reach their financial goals while also carving out a successful path for yourself.
 
Our Advisors are equipped to recommend the best-suited products tailored to each client's specific needs from our wide array of financial solutions. We trust in both our products and, more significantly, in our Advisors to make sound decisions for the individuals they serve.
 
Client satisfaction is paramount at New York Life, and we offer a comprehensive training and development program that can be adjusted to accommodate your schedule. When you come on board with us, you're becoming a part of one of the leading companies in our field.
 
Full Benefits offered, including Health, 401(k), and Pension
Compensation:
$75,000 - $113,000 yearly
Responsibilities:
<ul>
<li>Provide exceptional customer service by onboarding new clients and ensuring retention through various tasks like scheduling appointments and addressing inquiries related to billing, coverage, eligibility, and insurance policies</li>
<li>Manage and process insurance claims for current policyholders while keeping track of the status of existing claims</li>
<li>Maintain accurate databases, records, and bookkeeping to ensure all documentation is current and up to date</li>
<li>Conduct consultations to assess new clients' financial needs, risk assessments, prior coverage, and financial backgrounds to enhance their overall client experience</li>
<li>Participate in a flexible training and development program to support your schedule, making a significant difference in this role</li>
</ul>
 
Qualifications:
Are you an experienced Financial Advisor looking for new opportunities in the Orlando, FL Area?
The qualities that we look for in our Advisors here at New York Life:
<ul>
<li>Sales experience preferred – an enterprising mindset</li>
<li>Life, Health, Variable Annuity License 2-15</li>
<li>Series 6 or 7 Preferred</li>
<li>Strong communication skills</li>
<li>Desire to help others</li>
<li>Strong business acumen</li>
<li>Perseverance in the face of a challenge</li>
<li>Ability to engage your community and leverage personal networks/contacts</li>
</ul>
About Company 
We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major rating agencies: Standard &amp; Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)1. For over 60 years, we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.

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