<h3>Job Description</h3>
Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard &amp; Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see <a href="http://fortune.com/fortune500/" target="_blank">http://fortune.com/fortune500/</a> Compensation:
$100,000 - $150,000 at plan
Responsibilities:
<ul>
<li>Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor</li>
<li>Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM </li>
<li>Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives</li>
<li>Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products</li>
<li>Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances</li>
</ul>
Qualifications:
<ul>
<li>Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required</li>
<li>Relationship management skills are required</li>
<li>Must have the ability to successfully network and prospect for new clients</li>
</ul>
<ul>
<li>Competitive</li>
<li>Enterprising</li>
<li>Coachable</li>
<li>Communicative</li>
<li>Self-disciplined</li>
<li>Authentic</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>Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction</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

Financial Planner

<h3>Job Description</h3>
Job Description
 Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!
 We have an immediate opening for a highly motivated analytical individual to join us in our firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals.
 The FINANCIAL PLANNER is a key member of our team. After achieving the licenses and registrations necessary to become a FINANCIAL PLANNER in our Career Development Program (CDP), your typical day may include:
<ul>
<li> Developing relationships with clients (both existing and prospective)</li>
<li> Gathering client information and using that information to build robust financial plans</li>
<li> Helping clients prepare for their retirement</li>
<li> Preparing and reviewing investment portfolio recommendations</li>
</ul>
 Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.
 YOU:
<ul>
<li> Are a self-starter.</li>
<li> Have an entrepreneurial mindset.</li>
<li> Are a customer service champion.</li>
<li> Are an engaging and compelling communicator and negotiator.</li>
<li> Are a problem solver.</li>
<li> Are a Life-long student seeking continued education and professional development.</li>
<li> Are a critical thinker.</li>
<li> Have prior sales experience and/or enjoy networking and seeking new clients.</li>
<li> Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent.</li>
</ul>
 WE:
<ul>
<li> Provide a framework to help you attain all licensing and education needed to progress through the career.</li>
<li> Support your learning through joint work and a team environment.</li>
<li> Provide competitive compensation and benefits that are unique in our industry.</li>
<li> Provide a roadmap for your success with our experienced team of leaders.</li>
</ul>
 Learn more about this exciting opportunity.
 1049766-00003-00
 The path to becoming a Financial Planner begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/states applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPAs eligible dependents and may be eligible for paid leave.
 Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates.
 Prudential is an Employer that participates in E-Verify.

<h3>Job Description</h3>
Job Description
Job Description:
The Lead Planner is the relationship manager for around 100 clients and oversees revenue between $700-1.1M. The Lead Planner is responsible for providing advice on matters related to Financial Advising and Investment Management. These areas include cash flow and tax planning, retirement planning, estate planning, insurance planning, and investment management.
In addition to servicing clients, this individual will spend about 25% of their time on business development through relationship-building and identifying prospects matching our unique target clientele.
This role has a base alongside a bonus structure based on company profitability and revenue growth.
Essential functions and responsibilities:
· Cultivate and foster strong, lasting connections with clients.
· Develop comprehensive financial plans.
· Effectively analyze and interpret financial information.
· Evaluate clients' plans to identify gaps impacting their goals, and develop impactful strategies to close these gaps, empowering them to achieve success.
· Confidently convey complex strategies with clarity, both in spoken and written communication, to ensure your ideas are understood and impactful.
· Proactively respond to client inquiries as they arise to demonstrate our commitment to their satisfaction and strengthen our partnership.
· Position yourself as an essential contributor within the community by actively engaging in events and pursuing leadership opportunities.
· Drive new business opportunities and build strong, lasting relationships.
· Articulate client's compelling value proposition to prospects with confidence.
Supervisory responsibilities:
· Direct Reports: 0
· Indirect Reports: 0
Qualifications:
· Bachelor's degree required.
· CFP® required.
· Second designation or specialization required.
· 10 years of experience with a financial planning firm.
· Demonstrated success in driving sales and cultivating client relationships.
· Proficient in the use of Microsoft Office suite of products and financial calculators; ability to learn in-house programs and tools.
Critical success factors:
· Collaborative team player who contributes positively to the firm's culture.
· Quick and accurate responses to clients.
· Show initiative and generate ideas proactively.
· Reliable and follows through on commitments.
· Possesses strong analytical skills.
· Highly motivated
· Ability to meet sales goals
· Strong organizational and time-management skills.
· Strong written and verbal communication skills
· Comfortable with a flexible work atmosphere (office and off-site meetings)
Company DescriptionW3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more. We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies. Our Services W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates. We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding. We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software. Our Expertise W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right. 
<h3>Company Description</h3>
W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

<h3>Job Description</h3>
Job Description
 Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!
 We have an immediate opening for a highly motivated analytical individual to join us in our firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals.
 The FINANCIAL PLANNER is a key member of our team. After achieving the licenses and registrations necessary to become a FINANCIAL PLANNER in our Career Development Program (“CDP”), your typical day may include:
<ul>
<li> Developing relationships with clients (both existing and prospective)</li>
<li> Gathering client information and using that information to build robust financial plans</li>
<li> Helping clients prepare for their retirement</li>
<li> Preparing and reviewing investment portfolio recommendations</li>
</ul>
 Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.
 YOU:
<ul>
<li> Are a self-starter.</li>
<li> Have an entrepreneurial mindset.</li>
<li> Are a customer service champion.</li>
<li> Are an engaging and compelling communicator and negotiator.</li>
<li> Are a problem solver.</li>
<li> Are a Life-long student seeking continued education and professional development.</li>
<li> Are a critical thinker.</li>
<li> Have prior sales experience and/or enjoy networking and seeking new clients.</li>
<li> Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent.</li>
</ul>
 WE:
<ul>
<li> Provide a framework to help you attain all licensing and education needed to progress through the career.</li>
<li> Support your learning through joint work and a team environment.</li>
<li> Provide competitive compensation and benefits that are unique in our industry.</li>
<li> Provide a roadmap for your success with our experienced team of leaders.</li>
</ul>
 Learn more about this exciting opportunity.
 1049766-00003-00
 The path to becoming a Financial Planner begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state’s applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents and may be eligible for paid leave.
 Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates.
 Prudential is an Employer that participates in E-Verify.

<h3>Job Description</h3>
Job Description
The Financial Planner Opportunity
We’re looking for dedicated people with an agile and proactive mindset who want to help clients achieve their financial goals. Perhaps you are considering a career change or, if you are currently in the industry, you are seeking an opportunity to improve outcomes for yourself and clients. Becoming a financial Planner with Spence, Cassidy &amp; Associates requires a high degree of dedication, commitment, and effort. For the right individual, combined with our support, this will be a highly rewarding career both personally and professionally. We are committed to excellence. 
At Spence, Cassidy &amp; Associates, you build your practice on your terms – working directly with clients to develop relationships, provide comprehensive financial plans, and help them achieve financial confidence with their life-long financial goals. It’s a rewarding career and we invite you to explore the opportunity we offer:
<ul>
<li>Provide industry-leading training, support, and ongoing development throughout your career</li>
<li>Support you through a team of advanced financial planning experts and a network of wealth planning,and insurance planning specialists</li>
<li>Offer exceptional income potential, where your earnings are reflective of your efforts.</li>
<li>Encourage independence and work-life synergy as you plan your schedule</li>
</ul>
Benefits
<ul>
<li>Highly Competitive Compensation Plan.</li>
<li>Medical Insurance.</li>
<li>Prescription Drug Insurance.</li>
<li>Health Savings Account (HSA).</li>
<li>Dental Insurance.</li>
<li>Vision Insurance.</li>
<li>Life Insurance.</li>
<li>Disability Insurance.</li>
<li>401k Matching Retirement Plan.</li>
<li>Errors &amp; Omissions Coverage.</li>
</ul>
About Us
Spence, Cassidy and Associates is a Dynamic group of Highly skilled and experienced Financial Advisors providing Financial, Estate and Business planning to their clients. We Recruit, Train, and Develop hard working, ethical individuals in the Financial Industry. Our company culture allows you to build a business for yourself but not by yourself and our team's expertise is here to support you as needed.
Opportunity awaits; join our team of Dynamic Financial Advisors!

<h3>Job Description</h3>
Job Description
JOB DESCRIPTION: FINANCIAL PLANNER 
 
DEPARTMENT: Financial Advisory Group
LOCATION: All Springs Valley Banking Center locations.
CLASSIFICATION: Exempt
REPORTS TO: Senior Executive Vice President/ Sr Trust Officer/ Trust Dept Manager
SUPERVISES: No supervisory responsibilities
 JOB SUMMARY: Work directly with clients and businesses to navigate their financial goals.
 
MAJOR DUTIES &amp; RESPONSIBILITIES:
<ul>
<li>Develop and recommend strategies that clients can use to achieve their financial goals and objectives, including specific recommendations in areas such as cash management, insurance coverage, and investment planning. </li>
<li>Manage, monitor and evaluate financial plans. </li>
<li>Conducts regular analyses of changing conditions in the financial landscape including strategies and legal background. </li>
<li>Collaborate with Advisors and Investment personnel to develop strategies in the best interests of the client.</li>
<li>Gather, organize and maintain client personal and financial wealth plan profile data.</li>
<li>Review planning deliverables with the client and maintain a comprehensive list of financial planning action items for follow up and resolution.</li>
<li>Meet with participants to answer any personal questions about the plan or possible other financial matters.</li>
<li>Development of new business relationships and management of an existing book of business.</li>
</ul>
 
EDUCATION &amp; EXPERIENCE: 
<ul>
<li>Bachelor's degree in finance or related field.</li>
<li>Master's degree in business, finance or related area preferred.</li>
<li>CFP designation or similar preferred.</li>
<li>Four to eight years of experience in financial services. </li>
</ul>
 
KNOWLEDGE, SKILLS, AND ABILITIES:
<ul>
<li>Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills.</li>
<li>Comprehensive knowledge of investments, securities market structure and portfolio management.</li>
</ul>
 
EOE, including disability/vets

FINANCIAL PLANNER

<h3>Job Description</h3>
Job Description
The Financial Planner Opportunity
We’re looking for dedicated people with an agile and proactive mindset who want to help clients achieve their financial goals. Perhaps you are considering a career change or, if you are currently in the industry, you are seeking an opportunity to improve outcomes for yourself and clients. Becoming a financial Planner with Spence, Cassidy &amp; Associates requires a high degree of dedication, commitment, and effort. For the right individual, combined with our support, this will be a highly rewarding career both personally and professionally. We are committed to excellence. 
At Spence, Cassidy &amp; Associates, you build your practice on your terms – working directly with clients to develop relationships, provide comprehensive financial plans, and help them achieve financial confidence with their life-long financial goals. It’s a rewarding career and we invite you to explore the opportunity we offer:
<ul>
<li>Provide industry-leading training, support, and ongoing development throughout your career</li>
<li>Support you through a team of advanced financial planning experts and a network of wealth planning,and insurance planning specialists</li>
<li>Offer exceptional income potential, where your earnings are reflective of your efforts.</li>
<li>Encourage independence and work-life synergy as you plan your schedule</li>
</ul>
Benefits
<ul>
<li>Extremely Competitive Compensation Plan.</li>
<li>Medical Insurance.</li>
<li>Prescription Drug Insurance.</li>
<li>Health Savings Account (HSA).</li>
<li>Dental Insurance.</li>
<li>Vision Insurance.</li>
<li>Life Insurance.</li>
<li>Disability Insurance.</li>
<li>401k Matching Retirement Plan.</li>
<li>Errors &amp; Omissions Coverage.</li>
</ul>
About Us
Spence, Cassidy and Associates is a Dynamic group of Highly skilled and experienced Financial Advisors providing Financial, Estate and Business planning to their clients. We Recruit, Train, and Develop hard working, ethical individuals in the Financial Industry. Our company culture allows you to build a business for yourself but not by yourself and our team's expertise is here to support you as needed.
Opportunity awaits; join our team of Dynamic Financial Advisors!

<h3>Job Description</h3>
Job Description
Alpha Hire is proud to partner with a client to recruit a knowledgeable and motivated&nbsp;Financial Planner. This is an excellent opportunity for a financial professional with a passion for client service, holistic planning, and strategic problem-solving. The ideal candidate is committed to delivering exceptional value to clients through thoughtful, customized financial planning across all stages of life.
In this role, you will support the development of comprehensive Pre-Retirement, Retirement, and Estate Plans. You’ll assist in all aspects of the financial planning process, from data gathering and analysis to documentation and plan presentation. Your work will be instrumental in helping clients understand their financial position and chart a secure, confident path forward.
Key Responsibilities:
<ul>
<li>
Develop and prepare in-depth financial plans tailored to individual client needs, with a focus on pre-retirement, retirement, estate, and long-term wealth strategies
</li>
<li>
Collaborate with senior advisors and clients to gather necessary financial data and supporting documents
</li>
<li>
Conduct detailed reviews of client investment accounts, tax returns, and financial documents to identify gaps, risks, and opportunities
</li>
<li>
Participate in client meetings to present financial planning analyses and provide ongoing support in plan implementation
</li>
<li>
Assist in updating and revising plans based on client feedback, market changes, or new goals
</li>
<li>
Complete various financial planning projects as requested by clients, ensuring a high standard of accuracy and professionalism
</li>
<li>
Maintain clear and organized documentation of client plans and related correspondence in internal systems
</li>
<li>
Stay up to date with changes in financial regulations, tax law, and estate planning strategies to ensure client plans remain compliant and effective
</li>
</ul>
Qualifications:
<ul>
<li>
2–6 years of hands-on experience in financial planning, preferably within a fee-only advisory or wealth management firm
</li>
<li>
Certified Financial Planner (CFP®) certification required or currently enrolled in a CFP® program
</li>
<li>
Strong working knowledge of core financial planning principles including investments, insurance, tax strategies, retirement planning, and estate planning
</li>
<li>
Proficiency with financial planning software, spreadsheets (Excel), word processing (Word), and internet-based research tools
</li>
<li>
Exceptional attention to detail and a strong analytical mindset
</li>
<li>
Excellent written and verbal communication skills, with the ability to explain complex financial concepts clearly and effectively
</li>
<li>
Strong interpersonal skills and a collaborative approach to working with both clients and internal team members
</li>
</ul>
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