<h3>Job Description</h3>
Job DescriptionSalary: $75K Base with an 18 month break even on book transition 
RiversEdge Advisors is a financial planning firm in Wilmington, DE and we are seeking a Producing Financial Planner to join our team. We are a fee-based firm located right on the Christina River. The Producing Financial Planner will support our continued growth and to help manage existing client relationships. Find out more about us at our website: riversedgeadvisors.com
 
Responsibilities include:
<ul>
<li>Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.</li>
<li>Actively solicits new and existing financial planning and investments solutions from business owner, retiree, executive and young professional client segment</li>
<li>Based on individualized needs analysis, collaborates with Financial Advisory team to create recommendations for customized financial solutions to current and potential customers.</li>
<li>Profiles clients and deliver recommendations to ensure these needs are met.</li>
<li>Uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions.</li>
<li>Delivers a diversified set of investment and advice-based solutions with a financial planning mindset to meet the individualized investment needs of current and potential clients.</li>
<li>Increases assets under management by offering planning and investment solutions to clients and leveraging partnerships with centers of influence and current clients.</li>
<li>Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.</li>
<li>Follows firm process of regularly meeting with clients to make adjustments to strategies based on their current situation and goals.</li>
<li>Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations.</li>
<li>Maintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.</li>
<li>Understands and adheres to the companys risk and regulatory standards, policies, and controls. Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.</li>
<li>Completes other related duties as assigned.</li>
</ul>
 
Position Requirements:
<ul>
<li> Bachelors degree; preferably in business</li>
<li> Prior business development experience necessary (5+ years)</li>
<li> Must have or obtain appropriate investment licenses (within 90 days of hire)</li>
<li> Vast networking skills</li>
<li> Good written and verbal communication skills</li>
<li> Team player, collaborative, able to work with and through others</li>
<li> Desire/ability to work successfully in a small company environment</li>
<li> Familiarity with our current systems is a plus, but not required: RedTail, eMoney, Riskalyze, Schwab, Orion</li>
</ul>
Benefits:
<ul>
<li>The salary range for this position will be competitive with the market depending on experience and credentials</li>
<li>Competitive healthcare with company match to HSA</li>
<li>Ability to work remotely on an as-needed basis with manager approval</li>
<li>401(k) after 6 months of employment</li>
<li>Personal and bereavement leave</li>
<li>Upbeat and lively working environment </li>
</ul>
 
A background and credit check will be required. We are an Equal Opportunity Employer.

Producing Financial Planner

<h3>Job Description</h3>
Job DescriptionSalary: 
Why We Exist 
At The Trust Company of Tennessee, we believe everyone can live confidently and reach their financial goals. Would you like to be part of a team that works with individuals, families, businesses, and foundations to identify what success looks like and formulate a plan to get there? Come join our team of Wealth Management, Trust, Estate Administration, and Corporate Retirement Plan professionals who proudly help clients achieve their dreams.
Our Culture 
At The Trust Company of Tennessee, we are passionate about fostering a culture where all people feel valued, supported, and inspired to make a difference. We are committed to doing the right things in the right ways for our clients. We uphold the highest standards of integrity, respect, and confidentiality. We believe in the power of positive relationships built on trust and empathy. We proudly serve our clients and community with purpose and heart.
 
Core Purpose The Financial/Wealth Planner will play a vital role in helping clients achieve their financial goals. This position involves developing comprehensive financial planning strategies and utilizing financial planning software such as Money Guide Pro to deliver top-tier services. This position will support a team of Relationship Managers in all aspects of the business, including new client onboarding, relationship management, planning, and routine client service. 
 
Responsibilities
<ul>
<li>Shows a commitment to The Trust Companys Mission, Core Values, and Client Promise.</li>
<li>Works with a team of Relationship Manager to help develop, maintain, update, present, and execute both simple and complex financial plans to clients. </li>
<li>Sets guidelines for creating financial plans while ensuring quality control standards and providing training on best practices when creating those plans.</li>
<li>Advises Relationship Managers on financial planning software, brainstorming, development, and implementation of enhancements to clients financial plans.</li>
<li>Acts as the subject matter expert on the administration of financial planning software and troubleshooting for other users.</li>
<li>Engages with clients to understand their current financial status and financial goals.</li>
<li>Analyzes clients financial statuses to develop a strategy consistent with meeting the clients goals.</li>
<li>Effectively communicates TTCs Investment Philosophy and Processes with clients, COIs, and prospects.</li>
<li>Responds promptly to client communications and requests.</li>
<li>Provides superior client service by providing follow-up documentation and responses to clients. </li>
<li>Leads strategic efforts for financial planning.</li>
<li>Stays current on financial planning topics, current events, and answers questions for team members.</li>
<li>Maintains high standards of confidentiality of all records and information.</li>
<li>Other duties as assigned.</li>
</ul>
Qualifications
<ul>
<li>Bachelors degree in finance, accounting, or related field</li>
<li>5 to 10 years of experience in financial planning</li>
<li>CFP Professional</li>
<li>Deep analytical ability to analyze problems, test assumptions, propose solutions, and anticipate future problem areas before acting</li>
<li>Strong written and verbal communication skills with the ability to explain complex financial concepts simply</li>
<li>Organized and detail-oriented</li>
<li>Ability to work independently and in a team environment</li>
<li>Exquisite attention to detail and strong math skills</li>
<li>Experience with MoneyGuidePro required</li>
<li>Experience with Right Capital a plus</li>
</ul>

Financial/Wealth Planner

<h3>Job Description</h3>
Job Description
We are looking for an Associate Financial Planner to join our team in Dallas, Texas. In this role, you will assist in delivering comprehensive financial planning services to clients, including tax planning, investment analysis, and retirement strategy optimization. You will work closely with the Financial Planner and other team members to ensure seamless client support and accurate financial reporting.
 
Responsibilities:
• Prepare and update client consultation files in collaboration with the Data Input Specialist for annual meetings.
• Support the Financial Planner in identifying and implementing tailored planning opportunities for clients.
• Assist clients and the Financial Planner in executing financial strategies and recommendations throughout the year.
• Conduct reviews of annual income tax returns and develop accurate year-end tax projections.
• Perform financial analysis and tax planning for clients' business units to optimize outcomes.
• Participate in annual client meetings alongside the Financial Planner to discuss financial goals and progress.
• Review and reconcile current investment asset allocations to ensure alignment with client objectives.
• Analyze and optimize retirement plans based on annual goals and client-specific needs.
• Coordinate with internal teams and external vendors to facilitate the implementation of financial plans.
• Provide training and review the work of the Data Input Specialist to ensure accuracy and consistency.
• Bachelor's degree in finance, accounting, or a related field preferred.
• Proven experience in financial analysis, modeling, and planning.
• Strong knowledge of tax planning and preparation processes.
• Expertise in investment asset allocation and retirement planning strategies.
• Proficiency in data mining and variance analysis techniques.
• Ability to collaborate effectively with teams and external vendors.
• Detail-oriented with exceptional organizational skills.
• Strong communication skills to interact with clients and team members.

Associate Financial Planner

<h3>Job Description</h3>
Job Description
Turn ambition into action.
Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact.
No Finance Experience? No problem!
<ul>
<li>Over 90% of our top advisors come from careers like Real Estate, Accounting, Education, and other industries outside of finance.</li>
<li>If you've built success in your current field and are ready for a new challenge, we'll provide the training, resources, and mentorship to help you thrive in financial services.</li>
</ul>
What we offer:
<ul>
<li>Enjoy the freedom to build your own career in a hybrid role - work remotely while benefiting from in-person trainings, team collaboration, and ongoing support from a Forbes Best Insurance Company.</li>
<li>Comprehensive benefits package, including health, dental, and vision insurance. 401(k) plan and group life insurance.</li>
<li>Training allowance and performance-based incentives.</li>
<li>Company-sponsored professional development opportunities.</li>
<li>Unlimited potential for advancement: We are looking for driven professionals ready to elevate their careers and step into leadership over time.</li>
</ul>
Why join Eastern Advisory Group?
<ul>
<li>With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848.</li>
<li>Fortune 500 Company - Backed by the strength and support of a nationally recognized company.</li>
<li>Forbes America's Best Insurance Companies Permanent Life 2025</li>
<li>Mission Driven - "Do good. Be good. Make good."</li>
</ul>
 
Our work environment requires occasional in-office presence, so candidates must be local to our office located at 410 Motor Parkway, 2nd Floor, Hauppauge NY, 11788. 
We can only consider applicants authorized to work in the United States.
Compensation:
$100,000+ OTE
Responsibilities:
<ul>
<li>Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management</li>
<li>Serve as a collaborative team player willing to further develop through continued training opportunities</li>
<li>Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor</li>
<li>Consider clients’ life stages, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs</li>
<li>Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals</li>
<li>Complete Life and Health certification within 45 days</li>
</ul>
Qualifications:
<ul>
<li>Long Island candidates only</li>
<li>Previous Sales experience preferred</li>
<li>Must be able to commute to Hauppauge, Long Island, for training</li>
</ul>
About Company 
<ul>
<li>With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848.</li>
<li>Fortune 500 Company - Backed by the strength and support of a nationally recognized company.</li>
<li>Forbes America's Best Insurance Companies Permanent Life 2025</li>
<li>Mission Driven - "Do good. Be good. Make good."</li>
</ul>
Our work environment requires occasional in-office presence, so candidates must be local to our office located at 410 Motor Parkway, 2nd Floor, Hauppauge, NY, 11788.
We can only consider applicants authorized to work in the United States.

Financial Advisor/Planner

<h3>Job Description</h3>
Job DescriptionBenefits: 
<ul>
<li>Stipend</li>
<li>Retirement</li>
<li>Bonus based on performance</li>
<li>Company parties</li>
<li>Dental insurance</li>
<li>Flexible schedule</li>
<li>Health insurance</li>
<li>Opportunity for advancement</li>
<li>Training &amp; development</li>
<li>Vision insurance</li>
</ul>
 Why Transition Your Entertainment Background into Financial Services: 
<ul>
<li>Strong Communication Skills: Professionals from the entertainment industry are skilled at connecting with diverse audiences, simplifying complex ideas, and building trust.</li>
<li>Adaptability Under Pressure: The entertainment world demands quick thinking, problem-solving, and maintaining composure in high-stakes situations, all of which translate well to navigating the fast-paced, ever-changing financial landscape.</li>
<li>Relationship Building: Entertainment careers often involve networking and maintaining relationships with various stakeholders, a valuable skill for cultivating long-term client relationships and growing a financial portfolio.</li>
<li>Problem-Solving: Entertainment professionals are accustomed to thinking outside the box to overcome challenges, which can bring innovative approaches to financial planning, investment strategies, or marketing financial services.</li>
</ul>
About Us: At Beer Financial Group (BFG), we empower professionals to create lasting impacthelping clients achieve financial security while building a purpose-driven career. Backed by Northwestern Mutual, a Fortune 500 company with industry-leading financial strength, BFG offers expert mentoring, advanced training, and the tools to grow your business. As part of our inclusive, high-performance team, youll have the freedom to pursue both personal and professional goalswhile making a difference in your community and earning the potential for $150K+ in your first year. Our growing network office is located: 
<ul>
<li>Immersive in-person culture offered at 21800 Oxnard Street, Suite 800, Woodland Hills 91367, CA</li>
<li>Remote representatives serving Greater Palm Desert, CA</li>
</ul>
Meet Our Local Leaders: Mitchell Beer - Managing Partner: 
<ul>
<li>How long with NM? Joined Northwestern Mutual in 1989, serving as Managing Partner since January 2006.</li>
<li>Prior Experience? Started as a full-time financial representative in Princeton, NJ; held leadership roles as College Unit Director and Field Director, leading his units to national and regional achievements.</li>
<li>Passionate About? Building high-performing teams and supporting financial representatives in achieving excellence.</li>
</ul>
Christopher Ardoin - Financial Advisor, Director of Early Productivity: 
<ul>
<li>How long with NM? Joined Northwestern Mutual in October 2010.</li>
<li>Prior Experience? Former collegiate swimmer and team captain at Cal State Northridge; recognized for reaching 100+ lives for 7 years and consistent New Client bonuses.</li>
<li>Passionate About? Coaching advisors, family time with his wife and daughters, and cheering on Bay Area sports teams (Golden State Warriors and San Francisco Giants!).</li>
</ul>
Rojia Rashidfarrukhi - Chief Recruitment Officer: 
<ul>
<li>How long with NM? Joined Northwestern Mutual in January 2020.</li>
<li>Prior Experience? Holds an MBA in leadership from Pepperdine University and has over 15 years of community volunteer experience.</li>
<li>Passionate About? Community enrichment, empowering individuals in career growth, and her love for soccer (GO Argentina!), painting, hiking, and coffee.</li>
</ul>
Janice Brodin - Financial Advisor, Growth Development Director: 
<ul>
<li>How long with NM? Joined Northwestern Mutual in 2008.</li>
<li>Prior Experience? Holds a degree in Business and Financial Management, CLF leadership designation, and is pursuing her RICP.</li>
<li>Passionate About? Coaching and developing advisors, financial planning, and enjoying an active lifestyle with her husband and furry friends.</li>
</ul>
Desired Candidate Characteristics: 
<ul>
<li>Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.</li>
<li>People who prioritize understanding the "who, why, and how" behind actions more than just the "what."</li>
<li>Savvy communicators who find joy in simplifying complex decisions for others.</li>
<li>Generous souls who gladly treat others without hesitation.</li>
<li>Ambitious thinkers who embrace boundless opportunities and possibilities.</li>
<li>Advocates for teamwork and cooperation, where everyone contributes equally.</li>
<li>Passionate about their work, yet approachable and good-natured in their demeanor.</li>
</ul>
Position Requirements: 
<ul>
<li>Strong communication and interpersonal skills.</li>
<li>Goal-oriented with a desire to succeed.</li>
<li>Life insurance license and FINRA certifications (or willingness to obtain).</li>
</ul>
Position Perks: 
<ul>
<li>Significant bonus opportunity commensurate with outcomes</li>
<li>Dental insurance</li>
<li>Health insurance</li>
<li>Life insurance</li>
<li>Retirement plan</li>
<li>Vision insurance</li>
<li>Ongoing professional development</li>
<li>Local culture of support and positive recognition</li>
</ul>
About the Role: At Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Our Unique Angle: Meticulous Training and Support We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Mitchell Beer is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. 
Flexible work from home options available.

Financial Planner with Entertainment Expertise

<h3>Job Description</h3>
Job DescriptionBenefits: 
<ul>
<li>Retirement</li>
<li>Bonus based on performance</li>
<li>Company parties</li>
<li>Dental insurance</li>
<li>Flexible schedule</li>
<li>Health insurance</li>
<li>Opportunity for advancement</li>
<li>Training &amp; development</li>
<li>Vision insurance</li>
</ul>
 Regional Director Andrew Grande, Managing Director Rich Marooney, and Regional Director Jennifer Craig Join Our Growing Team in Massachusetts! Regional Director Andrew Grande, Managing Director Rich Marooney, and Regional Director Jennifer Craig, along with their dedicated team, are excited to expand their established offices across New England and beyond! With substantial growth underway in our region, we are seeking experienced Financial Planners to join our team. This is a unique opportunity to play a vital role in shaping the future of our expanding business while making a meaningful impact in the local community. Together, we are committed to helping financial professionals thrive in a supportive, growth-oriented environment. Our Mission and Vision: We help advisors build a healthy advisory practice faster, and with less effort. We are driven by the vision of becoming an elite financial planning firm that leads with creative solutions to attract high-net-worth clients. By partnering with advisors, we help develop ideas that elevate their business and support them in building a more profitable practice. Our Differentiators: 
<ul>
<li>Open Architecture System: No proprietary or product requirements. We strongly believe in fiduciary responsibility, advisor autonomy, and a product agnostic approach by leading with financial planning and providing industry-leading support.</li>
<li>Advanced Technology: Advisors benefit from cutting-edge software and tools designed to streamline business operations and deliver an exceptional client experience.</li>
<li>Growth Opportunities: Buy books of business, build assets, or create a practice to sella rare path to long-term success.</li>
<li>Leadership and Management Potential: Earn additional bonuses by leading and developing teams.</li>
<li>FREE Leads: Access to 23+ high-quality lead programs, including warm leads and current clients, at NO cost to you.</li>
<li>Business Development Services: Back-office and administrative support to free up your time for growth.</li>
<li>Flexible Work Options: Enjoy the freedom to choose from office, remote, or hybrid work arrangements, providing the flexibility to tailor your work environment to your needs while maintaining access to the tools and infrastructure necessary for success.</li>
</ul>
Community Support: We are deeply committed to giving back to our community and supporting local causes. Our office has proudly supported Toys for Tots for over 10 years, collecting toys from both employees and clients. In addition, weve raised over $30,000 in the past three years for the American Cancer Society through participation in Relay for Life. Andrew also has a longstanding commitment to the Leukemia &amp; Lymphoma Society, serving as a board member for a decade and currently as the Massachusetts state leader for their public policy and advocacy committee. Meet Our Leaders: Andrew Grande, Regional Director: Andrew brings over a decade of industry experience and leads a growing practice across Massachusetts. Before joining Prudential, he had a successful career with Northwestern Mutual and New York Life, where he earned the 2021 Career Success Award and ranked #5 nationally for Rookie Partner of the Year. He also recruited 14 advisors with a 91% first-year retention rate and exceeded his performance target by 240%. Prior to that, Andrew owned a top-performing Allstate Insurance agency, ranked #1 in Massachusetts for customer satisfaction. He holds a B.A. in Economics from UMass Dartmouth and was a four-year starter on the football team. Andrew lives in Kingston, MA with his wife and three daughters and enjoys golfing, hockey, and supporting the Patriots. Follow this link to meet Andrew on LinkedIn: <a href="https://www.linkedin.com/in/andrewcgrande" target="_blank">https://www.linkedin.com/in/andrewcgrande</a> Rich Marooney, Managing Director: Rich brings 28 years of industry experience, having worked at various firms before joining Prudential six years ago. Before his transition to financial services, Rich was a Center Manager at UPS in Connecticut. Rich's journey to financial services was deeply personalafter the untimely death of his oldest son, Ryan, due to bone cancer, Rich made a conscious decision to advocate for financial responsibility to ensure families are prepared for unforeseen events like death or disability. Outside of work, Rich is passionate about golf and is proud of his son James, who currently plays professional hockey with the Adirondack Thunder, an ECHL affiliate of the NJ Devils. Richs other sons, Cody and Joey, also played NCAA Division 1 hockey (University of Alabama Huntsville and University of Minnesota). Follow this link to meet Rich on LinkedIn: <a href="https://www.linkedin.com/in/richardmarooney/" target="_blank">https://www.linkedin.com/in/richardmarooney/</a> Jennifer Craig, Regional Director &amp; Financial Planner: Jennifer Craig, RICP, has advanced from financial advisor to Regional Director at Prudential Advisors since joining in 2010. She founded L.I.F.T. (Ladies in Finance, Together), a program that empowers female financial advisors using the N.E.W. model, which focuses on defining individual strengths. As a member of the Womens Program Planning Council and the DE&amp;I Advisory Council, Jennifer plays a key role in shaping initiatives that support diversity and inclusion. A dedicated advocate for women in leadership, Jennifer mentors other women in the industry, creating networks through efforts like the Her Story Podcast and Prudentials Womens Table Talk Series. Her leadership in financial services earned her a spot as a qualifying member of the Million Dollar Round Table in 2023. Jennifers work continues to inspire women to thrive in finance and leadership roles. Follow this link to meet Jennifer on LinkedIn: <a href="https://www.linkedin.com/in/jenniferlynncraig/" target="_blank">https://www.linkedin.com/in/jenniferlynncraig/</a> With the Support of Prudential and LPL Financial: As part of a Fortune 100 financial services firm and one of the top independent broker-dealers in the Fortune 500, Prudential and its broker-dealer partner, LPL Financial, provide unparalleled resources and support to help financial planners thrive. This partnership ensures access to advanced tools, proven strategies, and a national network of experts, empowering you to deliver exceptional client outcomes while achieving personal career growth. Licensing and Education Requirements: We seek individuals committed to professional development who either hold or are actively pursuing these licenses to grow their careers in financial services: 
<ul>
<li>Series 7</li>
<li>Series 66</li>
<li>Life/Health Insurance License</li>
<li>4-year college degree (preferred)</li>
</ul>
Position Benefits and Compensation: 
<ul>
<li>401(k) with matching contributions</li>
<li>Cash Balance Pension Plan</li>
<li>Pension enhancement for top financial professionals</li>
<li>Private office expense support</li>
<li>Competitive compensation and bonuses</li>
<li>Expressed payouts on Life Insurance &amp; Annuity products</li>
<li>Deferred compensation plan for eligible financial professionals</li>
<li>Medical, dental, vision benefits &amp; healthcare reimbursement account</li>
<li>Life insurance, accident insurance, and disability income insurance coverage</li>
<li>Mutual fund investment plan</li>
<li>Business programs and conferences</li>
</ul>
Join Us in Making an Impact! We are a team dedicated to helping people achieve long-term financial security. If youre ready to make a difference and grow your career, consider joining Andrew, Rich, Jennifer, Prudential, LPL Financial, and our dedicated local team today! Disclosure Statement: During the formal interview process, candidates will be introduced to the national financial services firm and broker-dealer designations that support this role. All business activities will align with the appropriate regulatory frameworks and firms behind this opportunity. 
Flexible work from home options available.

Financial Planner with Support

<h3>Job Description</h3>
Job Description
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.
 
Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!
 
Why Join Lakeshore Financial Group?
<ul>
<li>Make a Meaningful Impact:&nbsp;Help families and individuals secure their financial future by developing customized financial wellness strategies</li>
<li>Flexible Schedule:&nbsp;Enjoy the freedom to work part-time or full-time, allowing you to balance your work with your personal life.</li>
<li>Comprehensive Training:&nbsp;We provide thorough training and ongoing support to equip you with the knowledge and skills necessary to succeed.</li>
<li>Professional Development:&nbsp;Gain valuable experience in sales, finance, and client relationship management.</li>
<li>Benefits:&nbsp;Our full-time positions offer full medical, dental, and vision benefits, 401k, and pension plan.</li>
</ul>
 
Compensation:
$75,000 - $100,000 per year
Responsibilities:
What You'll Do:
<ul>
<li>Build relationships with potential clients and understand their financial needs</li>
<li>Present and explain products and solutions</li>
<li>Guide clients through the application and policy issuance process</li>
<li>Provide ongoing support and service to clients</li>
<li>Attend training and development sessions</li>
</ul>
Qualifications:
Who We're Looking For:
<ul>
<li>Highly motivated and self-driven individuals</li>
<li>Excellent communication and interpersonal skills</li>
<li>A passion for helping others</li>
<li>A strong work ethic and a desire to succeed</li>
<li>Sales experience is a plus, but not required. We are willing to train the right person</li>
<li>Must be able and willing to obtain a life insurance license</li>
<li>This is an upside, 100% commission-based opportunity. We offer new hires the opportunity to receive $12,000 as financial support</li>
</ul>
 
Why Join Us?
<ul>
<li>Be part of a supportive and collaborative team</li>
<li>Represent a reputable and respected company</li>
<li>Enjoy the flexibility and freedom of a self-driven career</li>
<li>Make a positive impact on the lives of others</li>
<li>Earn a competitive income</li>
</ul>
About Company 
At Lakeshore Financial, our Financial Representatives and Advisors take pride in nurturing strong and meaningful connections with a diverse range of individuals. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention.
What sets us apart is our commitment to providing a unique and all-encompassing approach to evaluating and developing financial wellness strategies tailored to each individual's circumstances. We genuinely care about clients' well-being and want them to experience our dedicated and holistic method.
To ensure the highest quality of guidance, our team follows a comprehensive process. By leveraging this approach, we strive to deliver exceptional results and empower clients to achieve their financial goals with confidence.

<h3>Job Description</h3>
Job Description
Financial Planner Opportunity
You understand the deep satisfaction that comes from empowering individuals to identify their goals, protect what matters most, and build lasting financial security. Your dedication has a meaningful impact, improving lives today and shaping brighter futures.
 
Advance Your Career
You’re ready to elevate your practice with a growth-focused, innovative team. At MassMutual Greater Philadelphia, you have the support to grow your business your way, benefiting from a partner who shares your commitment to excellence and forward-thinking solutions
Compensation:
$70,000
Responsibilities:
<ul>
<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>
<li>Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given</li>
<li>Create customized financial plans suitable for each client based on potential life changes and changing financial needs</li>
<li>Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products</li>
</ul>
<ul>
<li>Deliver comprehensive financial planning, investment, and insurance solutions to individuals, families, and businesses.</li>
<li>Build and maintain long-term client relationships based on trust and expertise.</li>
<li>Leverage MassMutual’s robust network of specialists, including tax, estate planning, business development, and wealth management teams.</li>
<li>Utilize advanced digital tools to manage your business efficiently and provide enhanced transparency to clients.</li>
<li>Maintain all necessary licenses and adhere to compliance standards.</li>
</ul>
Qualifications:
<ul>
<li>Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital</li>
<li>Superior customer service skills, math skills, relationship skills, and communication skills are preferred</li>
<li>A Bachelor’s degree in business administration, finance, or a related field is required</li>
<li>Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential</li>
<li>Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential</li>
</ul>
<ul>
<li>2+ years of experience as a financial advisor, wealth manager, or related role.</li>
<li>Active state insurance licenses and FINRA Series 6, 7, 63, or 66 (or willingness to obtain).</li>
<li>Strong relationship-building, communication, and analytical skills.</li>
<li>Commitment to ethical, client-centered advice.</li>
</ul>
About Company 
What We Offer
<ul>
<li>Competitive Compensation: Performance-based pay, vested residual income, allowances, bonuses, and top producer incentives.</li>
<li>Comprehensive Benefits: Medical, dental, vision, disability, life insurance, adoption assistance, and a 401(k) with company contributions.</li>
<li>Support &amp; Resources: Access to a full suite of specialists and consultants to help you serve clients and grow your practice.</li>
<li>Independence &amp; Flexibility: Run your business your way with the backing of a financially strong, client-focused company.</li>
<li>Recognition &amp; Growth: Career development opportunities, recognition programs, and leadership pathways.</li>
</ul>
Location: Multiple locations/hybrid options available

<h3>Job Description</h3>
Job DescriptionBenefits: 
<ul>
<li>Retirement</li>
<li>Bonus based on performance</li>
<li>Company parties</li>
<li>Dental insurance</li>
<li>Flexible schedule</li>
<li>Health insurance</li>
<li>Opportunity for advancement</li>
<li>Training &amp; development</li>
<li>Vision insurance</li>
</ul>
 Transition Your Healthcare Experience into Financial Services with Prudential &amp; LPL Financial About Prudential: Founded in 1875, Prudential Financial is a Fortune 100 company known for its legacy of helping individuals and families achieve financial security. With over 100 years of expertise, Prudential offers a wide range of financial services including insurance and investment management, serving millions of customers worldwide. Our commitment to innovation and integrity makes Prudential a trusted leader in the financial services industry. About LPL Financial: LPL Financial is a Fortune 500 independent broker-dealer that provides financial professionals with access to the tools, resources, and support needed to build successful practices. With an open-architecture platform, LPL Financial offers a wide variety of non-proprietary products that help advisors craft tailored financial solutions for their clients. Leverage Your Healthcare Background for a Rewarding Career: 
<ul>
<li>Connect Directly with Clients: Many healthcare professionals are attracted to financial services because it allows them to build personal, one-on-one relationships with clients and provide tailored guidance, rather than relying on third parties.</li>
<li>Make a Lasting Difference: Leverage your healthcare background to support clients through lifes pivotal moments. From planning for medical costs and retirement to preparing for education and family needs, your perspective can empower clients to make confident decisions for a secure future.</li>
<li>Grow Without Limits: Healthcare professionals know that every stage of life comes with unique challenges. That same understanding applies in financial planning, where your drive, discipline, and expertise will shape your success and open the door to unlimited opportunities.</li>
</ul>
Meet our team: Regional Director, Brady Brassford: Brady joined Prudential's Career Development program right out of college, where he obtained his licenses, built a practice, and eventually transitioned into leadership. Over the past 10 years with Prudential, he has continued to grow and make an impact within the organization. Outside of his professional career, Brady is passionate about golf, pickleball, baseball, reading books, and traveling. Regional Director, Vanessa Echeverria: Vanessa joined Prudential in July 2024 after starting her career as a professional fundraiser and development leader for nonprofits, including living internationally to support childrens missions. She later became a director, where she supported nearly 400 independent financial advisors in growing their practices, scaling teams, recruiting experienced advisors, and leading transition efforts. Outside of her professional career, Vanessa is passionate about spending time with her blue Sharpei and staying active through soccer, hockey, pilates, and ballet. Advisor, Matt Koppelman: Matt Koppelman has been with Prudential for 34 years and has quickly become one of the top producers in the company. Before joining Prudential, he built his career in the service industry, working extensively in hotels, restaurants, and nightclubs. Outside of work, Matt is passionate about traveling, spending time with his family, enjoying college football, exploring new restaurants, and giving back through charity work. Licensing and Education Requirements: We seek individuals committed to professional development who either hold or are actively pursuing these licenses to grow their careers in financial services: 
<ul>
<li>Series 7</li>
<li>Series 66</li>
<li>Passing the SIE (Securities Industry Essentials) exam.</li>
<li>Life/Health Insurance License</li>
<li>4-year college degree (preferred)</li>
</ul>
Position Benefits and Compensation: 
<ul>
<li>Competitive compensation with potential for performance-based bonuses.</li>
<li>401(k) with matching contributions.</li>
<li>Cash Balance Pension Plan and pension enhancement opportunities for top financial professionals.</li>
<li>Medical, dental, and vision benefits, along with healthcare reimbursement accounts.</li>
<li>Life insurance, accident insurance, and disability income coverage.</li>
<li>Mutual fund investment plans and business development programs.</li>
</ul>
With the Support of Prudential and LPL Financial: As part of a Fortune 100 financial services firm and one of the top independent broker-dealers in the Fortune 500, Prudential and its broker-dealer partner, LPL Financial, provide unparalleled resources and support to help financial planners thrive. This partnership ensures access to advanced tools, proven strategies, and a national network of experts, empowering you to deliver exceptional client outcomes while achieving personal career growth. Join Us in Making an Impact! We are a team dedicated to helping people achieve long-term financial security. If youre ready to make a difference and grow your career, consider joining Prudential, LPL Financial, and our dedicated local team today! Disclosure Statement: During the formal interview process, candidates will be introduced to the national financial services firm and broker-dealer designations that support this role. All business activities will align with the appropriate regulatory frameworks and firms behind this opportunity. 
Flexible work from home options available.

Financial Planner with Healthcare Background

<h3>Job Description</h3>
Job DescriptionBenefits: 
<ul>
<li>Retirement</li>
<li>Bonus based on performance</li>
<li>Company parties</li>
<li>Dental insurance</li>
<li>Flexible schedule</li>
<li>Health insurance</li>
<li>Opportunity for advancement</li>
<li>Training &amp; development</li>
<li>Vision insurance</li>
</ul>
 Transition Your Teaching Skills into Financial Services: 
<ul>
<li>Leverage Your Communication Expertise: Educators could excel in financial services because they have the confidence and communication skills needed to guide clients through important decisions that can shape their financial futures.</li>
<li>Build Lifelong Relationships: While educators often lose touch with students as they move into new life stages, financial services could allow you to maintain close, long-term relationships with clients, helping them at every stage of life.</li>
<li>See the Impact of Your Work: Just as youve witnessed the difference you made in the classroom, this career could offer the chance to see how your guidance positively affects clients lives, both now and in the future.</li>
<li>Achieve Greater Rewards: Transitioning into financial services could offer not only a more rewarding career path but often greater financial opportunities as well.</li>
</ul>
Meet Our Local Leaders: Dundee Gouin Managing Director: 
<ul>
<li>How long with NM? Has been with NM for 12 years.</li>
<li>Prior Experience? Previously worked as an assistant for the Tax Collector and played college football as a wide receiver.</li>
<li>Passionate About? Giving back to the Chicago community, working out, listening to music, and playing board games with his kids.</li>
</ul>
Aaron Sims Financial Advisor: 
<ul>
<li>How long with NM? Has been with NM for 2 years.</li>
<li>Prior Experience? Spent 12 years in the banking industry and financial consulting, and previously played professional baseball.</li>
<li>Passionate About? Serving in church ministry, engaging in community work, traveling internationally, and enjoying great food.</li>
</ul>
Shawn Hutson Financial Representative: 
<ul>
<li>How long with NM? Has been with NM for 2 years.</li>
<li>Prior Experience? Former local elementary school teacher.</li>
<li>Passionate About? Community service, giving back to others, and reading.</li>
</ul>
Tracy Catallo Director of Recruitment and Community Relations: 
<ul>
<li>How long with NM? Joined NM in 2024.</li>
<li>Prior Experience? Former technical recruiter and consultant.</li>
<li>Passionate About? Creating opportunities for individuals, free-hand acrylic painting, and cheering on the Cubs and Bulls.</li>
</ul>
About Us: Since being named a Diversity &amp; Inclusion Champion in 2021 the Gouin District of Northwestern Mutual has remained committed to expanding access to meaningful financial opportunities across the communities we serve. Our mission goes beyond building careerswere focused on developing top-tier financial professionals who are passionate about helping individuals, families, and businesses create lasting generational wealth. With a culture grounded in mentorship, inclusion, and deep community engagement, the Gouin District is redefining what success looks like in financial services. Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: <a href="https://youtu.be/7SlQuS7AOgQ" target="_blank">https://youtu.be/7SlQuS7AOgQ</a> Position Responsibilities for a Financial Representative: 
<ul>
<li>Educate clients on financial planning and insurance options.</li>
<li>Provide excellent customer service and build lasting relationships.</li>
<li>Collaborate with a local supportive team.</li>
</ul>
Position Requirements: 
<ul>
<li>Strong communication and interpersonal skills.</li>
<li>Goal-oriented with a desire to succeed.</li>
<li>Life insurance license and FINRA certifications (or willingness to obtain).</li>
</ul>
Our Unique Angle: Meticulous Training and Support We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results. Benefits: 
<ul>
<li>Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.</li>
<li>Income Potential: Competitive compensation structure including performance incentives, with no ceiling.</li>
<li>Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.</li>
<li>Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.</li>
<li>Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future.</li>
<li>Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.</li>
</ul>
 Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Dundee Gouin is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. 
Flexible work from home options available.

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