<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 Logistics Experience into Financial Services 
<ul>
<li>Leverage Your Strategic and Operational Expertise: Whether you're managing supply chains, coordinating complex shipments, or running a logistics-based business, youve honed problem-solving, strategic thinking, and operational execution. These are critical skills in financial services, where youll help clients navigate complex financial decisions and plan for the long haul.</li>
<li>Build Long-Term Client Relationships: In logistics, you know the importance of consistency, trust, and long-term relationships with clients, partners, and vendors. Financial services is no different. You'll work closely with individuals and families throughout their financial journey, providing trusted advice and building relationships that last for years.</li>
<li>See the Real-World Impact of Your Work: Just as youve seen your role directly impact the movement of goods and the success of a business, financial advising lets you see how your guidance leads to meaningful resultshelping people gain confidence in their financial future and achieve their goals.</li>
<li>Unlock Greater Career and Financial Rewards: Transitioning from logistics to financial services offers you an opportunity to take control of your income, make a lasting impact in peoples lives, and grow a purpose-driven business with long-term potential.</li>
</ul>
Our thriving offices are located: 
<ul>
<li>617 Stephenson Avenue, Suite 201, Savannah, GA 31405</li>
<li>20 Market Street, Suite 106, St. Simons Island, GA 31522</li>
</ul>
Meet Our Local Leaders: Caroline Dove, Managing Director: 
<ul>
<li>How long with NM: 16 years in the industry, 14 with NM (since college).</li>
<li>Prior to: Started as an Associate Advisor in college, then moved into Operations, recruiting, and leadership. Promoted to Managing Director in 2023.</li>
<li>Passionate about: Caroline values family time with her husband and 1-year-old daughter, exploring Savannahs historic spots. She enjoys golf, travel, and cheering for her SC Gamecocks. A bucket list item is meeting Dolly Parton. Caroline is committed to growing the firm with advisors seeking impact, income, and independence, and is active in Savannahs Women in Finance Group, Emerging Leaders Council, and Estate Planning Council.</li>
</ul>
Jack Green Jr., Certified Financial Planner: 
<ul>
<li>How long with NM: 21 years with NM.</li>
<li>Prior to: Started his career with NM immediately after college.</li>
<li>Passionate about: Jack is married with four kids (including twins). He enjoys golfing, fishing, skiing, and playing the guitar in his free time.</li>
</ul>
Adeline Branch, Financial Representative: 
<ul>
<li>How long with NM: 3 years.</li>
<li>Prior to: Prior to joining NM, Adeline worked at SunTrust Bank (now Truist) as a Medical Client Advisor in their Private Wealth Management division, where she worked exclusively with doctors and their families to address their financial needs, including banking, lending, and investments.</li>
<li>Passionate about: Adeline is passionate about her kids and enjoys watching them play sports and compete. A sports enthusiast, shes a fan of the Yankees, Knicks, and Giants. She and her wife also love traveling the country and experiencing new places.</li>
</ul>
Kirk Farkas, Associate Wealth Management Advisor: 
<ul>
<li>How long with NM: 2 years.</li>
<li>Prior to: Prior to joining NM, Kirk worked in P&amp;C Insurance and holds a BA in Political Science. The majority of his career was spent in legislation and policy within the Georgia Senate.</li>
<li>Passionate about: Kirk is passionate about his faith, spending time with his husband, and preparing for their baby on the way. Hes also a big fan of Georgia football.</li>
</ul>
Meghan Newell Growth &amp; Development Director, Financial Advisor: 
<ul>
<li>How long with NM: 8 years since March 2017.</li>
<li>Prior Experience: Owned her own business for 13 years, where she coached women on launching and growing their businesses. She also taught financial classes and guided individuals and couples on how to pay down debt efficiently.</li>
<li>Passionate about: Quality family time! Meghan loves spending time with her husband and two sons, especially when theyre hanging out by the pool or out on the boat enjoying the water.</li>
</ul>
About Us: At Northwestern Mutual Coastal Empire, were more than just a financial planning firmwere a values-driven team committed to empowering our advisors, clients, and community. With a strong foundation in excellence, growth, service, and integrity, we offer a collaborative, co-woman-led environment and a three-year development program designed to support long-term success. Our team is also passionate about giving back through regular service projects and partnerships with local nonprofits like Habitat for Humanity, Alexs Lemonade Stand Foundation, and Ronald McDonald House. If you're exploring whats next and want your work to truly matter, this could be the opportunity youve been looking for. 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. 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>
 Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Caroline Dove is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. 
Flexible work from home options available.

Financial Planner - Logistics Experience

<h3>Job Description</h3>
Job DescriptionWe are seeking an experienced financial advisor to assist our 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:
$140,500 at plan earnings
Responsibilities:
<ul>
<li>Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given</li>
<li>Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects</li>
<li>Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products</li>
<li>Create customized financial plans suitable for each client based on potential life changes and changing financial needs</li>
<li>Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives</li>
</ul>
What we’re looking for... 
<ul>
<li>We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses</li>
<li>This is not just a sales job—it’s a career with purpose and opportunity</li>
<li>You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college</li>
<li>As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients</li>
</ul>
Qualifications:
<ul>
<li>Knowledge of the financial industry, financial products, best practices, and tax regulations is desired</li>
<li>Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required</li>
<li>Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred</li>
<li>Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired</li>
<li>Superior customer service skills, math skills, relationship skills, and communication skills are preferred</li>
</ul>
<ul>
<li>Competitive</li>
<li>Enterprising</li>
<li>Coachable</li>
<li>Communicative</li>
<li>Self-disciplined</li>
<li>Authentic</li>
<li>Winning Attitude</li>
</ul>
About Company 
As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients’ interests and priorities. We have over 176 years of industry success. Some of our accolades include:
<ul>
<li>A promise to work with you to build a strong financial future for both you and your clients</li>
<li>#73 on Fortune 100 in 2020</li>
<li>A leading company with many agents qualifying for MDRT 2 year after year</li>
<li>Highest possible financial strength ratings currently awarded to any life insurer: Standard &amp; Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 9/12/19</li>
<li>Full benefits when hired and 3 separate pensions</li>
</ul>
New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity
Lance Gillman, Senior Partner, New York Life

Certified Financial Planner

<h3>Job Description</h3>
Job DescriptionAre you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today!Compensation:
$140,500 at plan earnings
Responsibilities:
<ul>
<li>Design customized financial plans suitable for each client based on potential life changes and changing financial needs</li>
<li>Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given</li>
<li>Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products</li>
<li>Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations</li>
<li>Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects</li>
</ul>
What we’re looking for... 
<ul>
<li>We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses</li>
<li>This is not just a sales job—it’s a career with purpose and opportunity</li>
<li>You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college</li>
<li>As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients</li>
</ul>
Qualifications:
<ul>
<li>Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired</li>
<li>Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred</li>
<li>Superior customer service skills, math skills, relationship skills, and communication skills are preferred</li>
<li>Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital</li>
<li>Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required</li>
</ul>
<ul>
<li>Competitive</li>
<li>Enterprising</li>
<li>Coachable</li>
<li>Communicative</li>
<li>Self-disciplined</li>
<li>Authentic</li>
<li>Winning Attitude</li>
</ul>
About Company 
As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients’ interests and priorities. We have over 176 years of industry success. Some of our accolades include:
<ul>
<li>A promise to work with you to build a strong financial future for both you and your clients</li>
<li>#73 on Fortune 100 in 2020</li>
<li>A leading company with many agents qualifying for MDRT 2 year after year</li>
<li>Highest possible financial strength ratings currently awarded to any life insurer: Standard &amp; Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 9/12/19</li>
<li>Full benefits when hired and 3 separate pensions</li>
</ul>
New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity
Lance Gillman, Senior Partner, New York Life

Associate Financial Planner

<h3>Job Description</h3>
Job Description
Golden Reserve is looking for an experienced financial retirement planner. We know the challenges you face to make it in the financial industry. Particularly, if you don’t inherit a book of business, or your parents weren’t a member of the right country club. We know about the empty promises you’ve probably heard to get you in the door but very little support and guidance once you get started.
 
Golden Reserve built our company on trying to not just change the financial industry for retirees – but also for the people we hire. We provide you with ALL of your leads from our TV &amp; Radio Shows
(<a href="https://www.youtube.com/channel/UCwCkZujo5qfXawlLRNHbdnw" target="_blank">https://www.youtube.com/channel/UCwCkZujo5qfXawlLRNHbdnw</a>), Seminars and Digital channels.
 
Our services model combines our internal attorneys, CPAs and you, all under one roof. And its working, Golden Reserve is one of the fastest growing companies across the Midwest, with 40+ offices in 9 states, and regularly recognized as one of the most innovative companies in the country.
 
We provide:
 
Salary:
<ul>
<li>Retirement Planner (2–4 years of client selling experience) - $125,000, increasing to $175,000 in Year 2</li>
<li>Senior Retirement Planner (5+ years of client selling experience) - $150,000, increasing to $200,000 in Year 2</li>
<li>Salaries are ongoing and do not cease. Salaries include uncapped production, and bonus compensation</li>
</ul>
Prospects – you do NOT need to build or bring your own book of business; we provide you with ALL your pre-qualified leads
 
Benefits – Generous PTO policy, Health Insurance, Dental Insurance, 401(k), &amp; Life Insurance
 
We expect:
 
· Conversion: we deliver the leads – we expect you to win and convert them into clients
 
· Service: provide excellent customer service to your existing clients
 
· Commitment: we must earn your trust, but we expect every new team member to be committed to our new way of approaching financial services and our sales systems and training
 
If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume. BUT BEFORE YOU APPLY – this is NOT a typical financial services position – so if you want to learn more, check out: A Day in the Life of a Retirement Planner. And don’t take our word for it, listen to our team share how Golden Reserve Changed their life, Retirement Planner Testimonials.
 
Click to see our Radio, TV &amp; YouTube shows (<a href="https://www.youtube.com/@expeditionretirement" target="_blank">https://www.youtube.com/@expeditionretirement</a>) and our CEO’s Amazon bestselling book that defines our company’s culture and mission – Fire Your Financial Advisor (<a href="http://www.fireyourfinancialadvisor.com" target="_blank">www.fireyourfinancialadvisor.com</a>).
 
You can also learn more at <a href="http://www.goldenreserve.com" target="_blank">www.goldenreserve.com</a>.
 
 
We require:
<ul>
<li>Three (3) years+ of new client meeting experience</li>
<li>State Life and Health Insurance Licenses</li>
<li>FINRA Series 65 registration, or equivalent</li>
<li>GRIT – we built this company brick by brick with a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter</li>
</ul>
 
Compensation details: 125000-200000 Yearly Salary
 
PI4acd4d59c2b3-25405-38303633

Financial Advisor - Retirement Planner

<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 DescriptionWe 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!Compensation:
$90,000 - $100,000
Responsibilities:
<ul>
<li>Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor</li>
<li>Embrace the role of a structured yet coachable team player open to continued education and training from other team members</li>
<li>Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs</li>
<li>Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals</li>
<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>
</ul>
<ul>
<li>Training and Development:&nbsp;Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client</li>
<li>Expand Client Base:&nbsp;Actively grow your business by networking within your community and introducing potential clients to the wide range of financial services we offer.</li>
<li>Client Relationship Management:&nbsp;Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance.</li>
<li>Coachable and Open to Feedback:&nbsp;Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance.</li>
<li>Obtain FINRA License:&nbsp;Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry.</li>
<li>Financial Planning and Strategy:&nbsp;Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations.</li>
<li>Achieve Sales and Performance Goals:&nbsp;Meet and exceed performance targets by consistently growing your client base and offering valuable financial solutions.</li>
</ul>
Qualifications:
<ul>
<li>Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired</li>
<li>Requires a Bachelor’s degree in business administration, finance, or other related field</li>
<li>Up-to-date FINRA Series 7 &amp; 63/66 documents are a bonus</li>
<li>Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed</li>
<li>Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients</li>
</ul>
<ul>
<li>Strong Communication Skills:&nbsp;Ability to clearly communicate financial concepts and advice to clients, building trust and rapport.</li>
<li>Eagerness to Learn:&nbsp;A willingness to continually develop financial knowledge and skills through training and mentorship.</li>
<li>Problem-Solving Ability:&nbsp;Strong analytical thinking to assess client needs and recommend suitable financial solutions.</li>
<li>Client-Focused:&nbsp;Demonstrated ability to understand client goals and provide personalized financial advice to help them achieve those objectives.</li>
<li>Education: a bachelor's degree in finance, business, economics, or a related field is preferred.</li>
<li>Prior Sales Experience (Preferred):&nbsp;While not required, prior experience in sales, customer service, or a similar role is a plus.</li>
</ul>
About Company 
Strategies for Wealth is a full-service financial planning firm with offices in Manhattan, Rye Brook, and throughout New England. With 90 years of experience, we help clients build wealth and protect against factors like taxes and inflation. As we expand, we’re seeking a motivated entry-level financial advisor to join our team. We prioritize a collaborative work culture and offer extensive training and mentorship to help new advisors succeed in the financial services industry.

<h3>Job Description</h3>
Job Description
We are seeking a Senior Associate Financial Planner for our wealth management firm in our Tukwila, WA Office. Candidates who currently have a CFP® (or equivalent), who thrive in a small firm environment, and want to be involved in all aspects of the business, are of high interest to us. At Mainspring Wealth Advisors, we emphasize care for our clients and are looking for planners who not only want to learn from our experienced advisors but also want to focus on strengthening our existing client relationships. Candidates who fit into our team and culture will desire to work in a collaborative environment, acting in a fiduciary capacity for advisory relationships, and embrace technology.
Position Overview 
This is a professional position that will primarily focus on supporting one of the Financial Planners directly in managing existing and new client relationships. You will be expected to assist in various projects, including portfolio reviews and preparing financial projections using Microsoft Office and company software. Strong understanding of portfolio allocation, investment management, and general financial planning is expected. The Financial Planner will be available to provide mentoring and big picture direction, but you are expected to have the foresight and ability to work independently and anticipate firm needs and client questions.
Responsibilities: 
<ul>
<li>Assist Financial Planner in preparing for and conducting client meetings and regularly monitor clients’ financial situations with attention to detail and accuracy</li>
<li>Involvement in all aspects of pre-client meeting activities, including data gathering, preparation of meeting agendas, client paperwork, Investment Policy Statements, and asset allocation.</li>
<li>Post-client meeting tasks, including performing financial situation analysis, and coordinating planning implementation with outside professionals if necessaryAssist in trading and rebalancing of client investment accounts (including one-off trades, raising cash, bi-weekly rebalances, and tax loss harvesting).</li>
<li>Deliver financial planning advice for high-net-worth clientele</li>
<li>Develop and manage ongoing client relationships independently</li>
<li>Portfolio maintenance and management in conjunction with the Lead Financial Planner</li>
<li>Support role on the Investment Committee
<ul>
<li>Adding accounts to models, trading, rebalancing and tax loss harvesting using proprietary software.</li>
<li>Conducting ongoing fund research under the guidance of the Chief Investment Officer for updates to models, fund swaps.</li>
<li>Coordinating Portfolio reviews under the guidance of the Investment Committee.</li>
<li>Building agendas and helping facilitate dialogue.</li>
</ul>
</li>
</ul>
Key Qualifications: 
<ul>
<li>Required FINRA registration, including Series 7 and 66 (or FINRA recognized equivalents)</li>
<li>B.A. or B.S. degree</li>
<li>CFP ® or other industry designations/credentials</li>
<li>Self-starter, Organized with strong attention to detail</li>
<li>Strong financial and analytical skills</li>
<li>Able to work independently and keep the Planner aware of progress and hurdles</li>
</ul>
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Mainspring Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. For use with financial professionals only.
Company DescriptionMainspring Wealth Advisors, LLC is a fast-growing wealth management office with multiple locations in the Puget Sound area. At Mainspring Wealth Advisors LLC, we emphasize care for our clients, both internal and external, and are looking for candidates that not only want to learn from our experienced advisors, but also want to focus on strengthening our client relationships. Amazing culture and great leadership team. 
<h3>Company Description</h3>
Mainspring Wealth Advisors, LLC is a fast-growing wealth management office with multiple locations in the Puget Sound area. At Mainspring Wealth Advisors LLC, we emphasize care for our clients, both internal and external, and are looking for candidates that not only want to learn from our experienced advisors, but also want to focus on strengthening our client relationships.\r\n\r\nAmazing culture and great leadership team.

Sr. Associate Financial Planner

<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>
 Join Prudential Advisors - Greater D.C. With substantial growth underway across our region of markets, 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 and making a meaningful impact in the local community. About Prudential Advisors - Greater D.C. Prudential Advisors Greater D.C. stands as one of the top financial planning firms in the country, with approximately 140 advisors driving its success. Our vision is to become the most recognized and respected financial services firm in the Mid-Atlantic Region. We provide high-quality advice and maintain a total focus on the client experience. More than just financial professionals, we are dedicated to making a meaningful impact in the greater community through both our business expertise and public service. Our office environment is built on a foundation of success and collaboration, consisting of a talented and diverse team of leaders focused on one objectiveexcellence. With a culture centered around comprehensive financial planning, the majority of our new clients come through referrals. Beyond our commitment to clients, we proudly support charitable organizations such as Comfort Cases, Foundations Fighting Blindness, and Light The Night The Leukemia &amp; Lymphoma Society. Our growing offices are located: 
<ul>
<li>909 Rose Avenue, Suite 650, North Bethesda, MD 20852</li>
<li>1919 Gallows Road, Suite 100 | Vienna, VA, 22182</li>
</ul>
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: Additional opportunities for advancement 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>
Meet Our Team: Regional Director, Brady Brassford: Brady joined Prudential's Career Development program right out of college, obtaining licenses, building a practice, and transitioning into leadership. Brady has been with Prudential for 10 years. Personally, Brady: 
<ul>
<li>Passionate about golf, pickleball, baseball, reading books, and traveling.</li>
</ul>
Regional Director, Vanessa Echeverria: Vanessa joined Prudential in July 2024. Prior to Prudential, Vanessa started her career as a professional fundraiser/development for nonprofits, including living internationally to support childrens missions. As a director, she supported about 400 independent financial advisors in growing their practices, scaling teams, recruiting experienced advisors, and leading the transition team. Personally, Vanessa: 
<ul>
<li>Passionate about spending time with her blue Sharpei and staying active. She enjoys playing soccer, hockey, doing pilates, and dancing ballet.</li>
</ul>
Advisor, Matt Koppelman: Matt Koppelman has been with Prudential for 3-4 years and is one of the top producers in the company. Prior to Prudential, Matt worked in the service industry his entire career, mostly in hotels, restaurants, and nightclubs. Personally, Matt: 
<ul>
<li>Passionate about traveling, spending time with family, college football, trying new restaurants, and charity work.</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. 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>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 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.

<h3>Job Description</h3>
Job Description
Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Job Summary:
Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. This position is best for a candidate who seeks to sharpen technical competency before advancing towards a client facing advisor role or is exploring the various career paths of a financial planner.
The planner will be exposed to numerous advisors and clients to deliver comprehensive financial planning modules, utilizing various software and proprietary tools, as well as through working with our other in-house specialists in investments, tax, estate planning, and insurance solutions. To succeed in this position, one must be detail and process-oriented, analytical and have a high degree of follow-through and strong communication skills.
Essential Job Functions for the Financial Planner II will include:
<ul>
<li>Prepare financial plans for prospective and existing clients. This includes spending plans, investment analysis, retirement projections, Social Security analysis, education-funding analysis, stock options analysis, estate-planning analysis, tax planning, asset protection, and risk management needs analysis.</li>
<li>Work with sales, advisors and clients to gather, organize and process data to prepare the financial planning analysis.</li>
<li>Fluency with financial planning tools (ex: eMoney, Morningstar, SS Analyzer, CRM, portfolio accounting).</li>
<li>Partner with advisor teams to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future.</li>
<li>Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs.</li>
<li>Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client.</li>
<li>Keep current on financial planning topics including, but not limited to, wealth transfer strategies, complex retirement needs, Social Security, and tax planning.</li>
<li>Co- present financial planning concepts and analysis with advisors. </li>
<li>Assist with creating and implementing procedures to improve efficiency and enhance client experiences.</li>
</ul>
Required Knowledge, Skills and Abilities:
<ul>
<li>Bachelor's degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology or Finance related)</li>
<li>Must have a Certified Financial Planner (CFP®) designation or must have a S65 and completed CFP® coursework</li>
<li>3 years client facing financial planning experience.</li>
<li>Excellent verbal, written, analytical and organizational skills</li>
<li>Proficiency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, SS Analyzer, portfolio analysis).</li>
<li>Ability to work independently managing and prioritizing deliverables</li>
<li>Must be highly flexible and confidential with all matters</li>
<li>Ability to travel up to 20% required</li>
</ul>
Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.
Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel assumed up to 20% of the time.
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
<ul>
<li>Company Paid Basic Life &amp; AD&amp;D Insurance</li>
<li>Company Paid Short-Term and Long-Term Disability Insurance</li>
<li>Supplemental Life &amp; AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance</li>
<li>Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.</li>
<li>Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.</li>
<li>Two comprehensive Dental Plans</li>
<li>Vision Insurance Plan</li>
<li>Dependent Care Savings Account for child and dependent care.</li>
<li>14 Company Paid Holidays with a full week off at Thanksgiving.</li>
<li>Generous paid time off program for vacation and sick days</li>
<li>Employee Assistance Plan</li>
<li>Family Medical Leave</li>
<li>Paid Parental Leave (6 weeks)</li>
<li>Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.</li>
<li>Adoption Assistance Reimbursement Program</li>
<li>Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.</li>
<li>401(k) Retirement Plan with both Traditional and Roth plans with per pay period match</li>
<li>Pet Insurance</li>
</ul>
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.

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