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<h3>Job Description</h3>
Join Vanguard as a Certified Financial Planner in Scottsdale, AZ
Are you a Certified Financial Planner (CFP®) looking for a rewarding career with a leading financial institution? Vanguard is seeking Certified Financial Planners (CFP®) to join our team in Scottsdale, AZ. With competitive compensation, excellent benefits, and a supportive, inclusive environment, Vanguard is the perfect place to grow your career. By applying to this role, you will be considered for the Financial Advisor and Senior Financial Advisor opportunity.  &nbsp;
As a Vanguard Advisor, You Will:&nbsp;
<ul>
<li>Establish, grow, and maintain long-term relationships with clients.&nbsp;</li>
<li>Partner with investors to help them plan their financial goals.&nbsp;</li>
<li>Provide disciplined investing approaches, tax management strategies, and additional financial planning support.&nbsp;</li>
<li>Develop personalized investment strategies and deliver financial planning guidance for the moments that matter.&nbsp;</li>
</ul>
Why You’ll Love Working Here:&nbsp;
<ul>
<li>Work-Life Harmony: Enjoy a harmonious balance between your professional and personal life while making a meaningful impact on our clients' financial well-being.&nbsp;</li>
<li>Professional Growth: Benefit from a workplace that prioritizes your professional development.&nbsp;</li>
<li>Inclusive Environment: Thrive in a supportive and inclusive environment where everyone is given a chance to succeed.&nbsp;</li>
</ul>
Compensation and Benefits:&nbsp;
<ul>
<li>At Vanguard, we believe in recognizing and rewarding the impact of your contributions. Beyond your competitive salary, we offer a comprehensive benefits package designed to support your financial, health, and overall well-being.&nbsp;</li>
<li>Performance Bonus: We reward your hard work and dedication with opportunities for performance bonuses.&nbsp;</li>
<li>Partnership Plan: Our Partnership Plan is an annual cash award tied to our collective company performance and client outcomes. When we succeed together, we all share in the rewards.&nbsp;</li>
<li>Merit-Based Salary Increases: Your achievements and contributions are recognized through merit-based salary increases.&nbsp;</li>
</ul>
To learn more about our benefits, visit: <a href="https://www.vanguardjobs.com/benefits-rewards/&amp;nbsp" target="_blank">https://www.vanguardjobs.com/benefits-rewards/&amp;nbsp</a>;
Qualifications:&nbsp;
<ul>
<li>CFP® designation required.&nbsp;</li>
<li>Series 7, 63 or 66 (or ability to acquire within 3 months of assuming position).&nbsp;</li>
<li>Three years (Financial Advisor) or Five years (Senior Financial Advisor) of advisory experience, specifically in advice planning, book of business management, and relationship management.&nbsp;</li>
<li>Shown experience managing a book of business with a track record of client satisfaction and loyalty.&nbsp;</li>
<li>Apply trust and estate planning knowledge to help preserve client’s wealth.&nbsp;</li>
<li>In-depth knowledge of financial planning, investment strategies, and industry regulations.&nbsp;</li>
<li>Positive and resilient change agent while fostering collaboration as both a peer and business partner.&nbsp;</li>
</ul>
Special Factors:&nbsp;
<ul>
<li>Vanguard is not offering visa sponsorship for this position.&nbsp;</li>
<li>Relocation available to those who qualify.&nbsp;</li>
<li>We follow a hybrid working model where we are in the office Tuesday, Wednesday and Thursday and work remotely Monday and Friday.&nbsp;&nbsp;</li>
</ul>
Ready to take the next step in your career? Apply now and join Vanguard's team of dedicated financial advisors!&nbsp;
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission—we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Certified Financial Planner

<h3>Job Description</h3>
Join Vanguard as a Certified Financial Planner in Newtown Square, PA
Are you a Certified Financial Planner (CFP®) looking for a rewarding career with a leading financial institution? Vanguard is seeking Certified Financial Planners (CFP®) to join our team in Newtown Square, PA. With competitive compensation, excellent benefits, and a supportive, inclusive environment, Vanguard is the perfect place to grow your career. By applying to this role, you will be considered for the Financial Advisor and Senior Financial Advisor opportunity.  &nbsp;
As a Vanguard Advisor, You Will:&nbsp;
<ul>
<li>Establish, grow, and maintain long-term relationships with clients.&nbsp;</li>
<li>Partner with investors to help them plan their financial goals.&nbsp;</li>
<li>Provide disciplined investing approaches, tax management strategies, and additional financial planning support.&nbsp;</li>
<li>Develop personalized investment strategies and deliver financial planning guidance for the moments that matter.&nbsp;</li>
</ul>
Why You’ll Love Working Here:&nbsp;
<ul>
<li>Work-Life Harmony: Enjoy a harmonious balance between your professional and personal life while making a meaningful impact on our clients' financial well-being.&nbsp;</li>
<li>Professional Growth: Benefit from a workplace that prioritizes your professional development.&nbsp;</li>
<li>Inclusive Environment: Thrive in a supportive and inclusive environment where everyone is given a chance to succeed.&nbsp;</li>
</ul>
Compensation and Benefits:&nbsp;
<ul>
<li>At Vanguard, we believe in recognizing and rewarding the impact of your contributions. Beyond your competitive salary, we offer a comprehensive benefits package designed to support your financial, health, and overall well-being.&nbsp;</li>
<li>Performance Bonus: We reward your hard work and dedication with opportunities for performance bonuses.&nbsp;</li>
<li>Partnership Plan: Our Partnership Plan is an annual cash award tied to our collective company performance and client outcomes. When we succeed together, we all share in the rewards.&nbsp;</li>
<li>Merit-Based Salary Increases: Your achievements and contributions are recognized through merit-based salary increases.&nbsp;</li>
</ul>
To learn more about our benefits, visit: <a href="https://www.vanguardjobs.com/benefits-rewards/&amp;nbsp" target="_blank">https://www.vanguardjobs.com/benefits-rewards/&amp;nbsp</a>;
Qualifications:&nbsp;
<ul>
<li>CFP® designation required.&nbsp;</li>
<li>Series 7, 63 or 66 (or ability to acquire within 3 months of assuming position).&nbsp;</li>
<li>Three years (Financial Advisor) or Five years (Senior Financial Advisor) of advisory experience, specifically in advice planning, book of business management, and relationship management.&nbsp;</li>
<li>Shown experience managing a book of business with a track record of client satisfaction and loyalty.&nbsp;</li>
<li>Apply trust and estate planning knowledge to help preserve client’s wealth.&nbsp;</li>
<li>In-depth knowledge of financial planning, investment strategies, and industry regulations.&nbsp;</li>
<li>Positive and resilient change agent while fostering collaboration as both a peer and business partner.&nbsp;</li>
</ul>
Special Factors:&nbsp;
<ul>
<li>Vanguard is not offering visa sponsorship for this position.&nbsp;</li>
<li>Relocation available to those who qualify.&nbsp;</li>
<li>We follow a hybrid working model where we are in the office Tuesday, Wednesday and Thursday and work remotely Monday and Friday.&nbsp;&nbsp;</li>
</ul>
Ready to take the next step in your career? Apply now and join Vanguard's team of dedicated financial advisors!&nbsp;
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission—we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

<h3>Job Description</h3>
Join Vanguard as a Certified Financial Planner in Charlotte, NC
Are you a Certified Financial Planner (CFP®) looking for a rewarding career with a leading financial institution? Vanguard is seeking Certified Financial Planners (CFP®) to join our team in Charlotte, NC. With competitive compensation, excellent benefits, and a supportive, inclusive environment, Vanguard is the perfect place to grow your career. By applying to this role, you will be considered for the Financial Advisor and Senior Financial Advisor opportunity.  &nbsp;
As a Vanguard Advisor, You Will:&nbsp;
<ul>
<li>
Establish, grow, and maintain long-term relationships with clients.&nbsp;
</li>
</ul>
<ul>
<li>
Partner with investors to help them plan their financial goals.&nbsp;
</li>
</ul>
<ul>
<li>
Provide disciplined investing approaches, tax management strategies, and additional financial planning support.&nbsp;
</li>
</ul>
<ul>
<li>
Develop personalized investment strategies and deliver financial planning guidance for the moments that matter.&nbsp;
</li>
</ul>
Why You’ll Love Working Here:&nbsp;
<ul>
<li>
Work-Life Harmony: Enjoy a harmonious balance between your professional and personal life while making a meaningful impact on our clients' financial well-being.&nbsp;
</li>
</ul>
<ul>
<li>
Professional Growth: Benefit from a workplace that prioritizes your professional development.&nbsp;
</li>
</ul>
<ul>
<li>
Inclusive Environment: Thrive in a supportive and inclusive environment where everyone is given a chance to succeed.&nbsp;
</li>
</ul>
Compensation and Benefits:&nbsp;
<ul>
<li>
At Vanguard, we believe in recognizing and rewarding the impact of your contributions. Beyond your competitive salary, we offer a comprehensive benefits package designed to support your financial, health, and overall well-being.&nbsp;
</li>
</ul>
<ul>
<li>
Performance Bonus: We reward your hard work and dedication with opportunities for performance bonuses.&nbsp;
</li>
</ul>
<ul>
<li>
Partnership Plan: Our Partnership Plan is an annual cash award tied to our collective company performance and client outcomes. When we succeed together, we all share in the rewards.&nbsp;
</li>
</ul>
<ul>
<li>
Merit-Based Salary Increases: Your achievements and contributions are recognized through merit-based salary increases.&nbsp;
</li>
</ul>
To learn more about our benefits, visit: <a href="https://www.vanguardjobs.com/benefits-rewards/&amp;nbsp" target="_blank">https://www.vanguardjobs.com/benefits-rewards/&amp;nbsp</a>;
Qualifications:&nbsp;
<ul>
<li>
CFP® designation required.&nbsp;
</li>
</ul>
<ul>
<li>
Series 7, 63 or 66 (or ability to acquire within 3 months of assuming position).&nbsp;
</li>
</ul>
<ul>
<li>
Three years (Financial Advisor) or Five years (Senior Financial Advisor) of advisory experience, specifically in advice planning, book of business management, and relationship management.&nbsp;
</li>
</ul>
<ul>
<li>
Shown experience managing a book of business with a track record of client satisfaction and loyalty.&nbsp;
</li>
</ul>
<ul>
<li>
Apply trust and estate planning knowledge to help preserve client’s wealth.&nbsp;
</li>
</ul>
<ul>
<li>
In-depth knowledge of financial planning, investment strategies, and industry regulations.&nbsp;
</li>
</ul>
<ul>
<li>
Positive and resilient change agent while fostering collaboration as both a peer and business partner.&nbsp;
</li>
</ul>
Special Factors:&nbsp;
<ul>
<li>
Vanguard is not offering visa sponsorship for this position.&nbsp;
</li>
</ul>
<ul>
<li>
Relocation available to those who qualify.&nbsp;
</li>
</ul>
<ul>
<li>
We follow a hybrid working model where we are in the office Tuesday, Wednesday and Thursday and work remotely Monday and Friday.&nbsp;&nbsp;
</li>
</ul>
 &nbsp;
Ready to take the next step in your career? Apply now and join Vanguard's team of dedicated financial advisors!&nbsp;
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission—we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

<h3>Job Description</h3>
Job Description
<ul>
<li>Compensation: Base + Commission. On-target earnings up to $250,000+. Unlimited earning potential!</li>
<li>Location: Columbia, Maryland (Onsite work required). Relocation assistance is available!</li>
<li>Work Hours: Business Hours Monday - Friday, plus availability for leading evening seminars or meeting with clientele.</li>
<li>Job Type: Full-time W-2 position</li>
<li>Benefits:
<ul>
<li>401(k) with 4% match</li>
<li>All leads are provided and seminars are filled for you!</li>
<li>Hands-on comprehensive training and development</li>
<li>Administrative support with a dedicated Paraplanner (PP)</li>
<li>Flexible work-life balance</li>
<li>All overhead costs covered by SAM (marketing, office expenses, admin support, setting up seminars, etc.)</li>
<li>Family-oriented environment!</li>
</ul>
</li>
</ul>
Retirement Financial Planner Summary:
As a Financial Planner at Sentinel Asset Management, you're dedicated to fostering relationships and educating clients on what truly matters to them – financial stability and freedom. Your sense of accomplishment stems from aiding families in their financial pursuits, and this sense is palpable in every client interaction.
Sentinel Asset Management was established with the mission to guide clients across all aspects of their financial journeys. Our tailor-made programs aim to expand, safeguard, and preserve clients’ wealth through unmatched personalized service and expertise.
Retirement Financial Planner Responsibilities:
<ul>
<li>Meet with High-Quality Prospects (HQP) with a portfolio ranging from $500k to $12M+, understand their financial needs, and convert them into High-Quality Clients (HQC). The average client portfolio has $1.6mm in investable assets.</li>
<li>Conduct seminars with potential clients (filled through SAM's marketing efforts) to introduce our services, aiming to inform and invite them for personalized advisement meetings.</li>
<li>Employ your public speaking prowess to effectively educate clients about the most suitable service options.</li>
<li>Serve HQCs by providing personalized financial solutions and maintaining strong client relationships.</li>
<li>Dedicate 80%+ of working time to sales activities, including prospecting, client meetings, and relationship building.</li>
<li>Ensure less than 20% of working time is spent on administrative tasks such as writing plans or consulting with the team.</li>
<li>Lead a team consisting of a Paraplanner (PP) who manages paperwork, asset transfers, and assists with plan preparation.</li>
<li>Maintain compliance with laws, rules, and regulations, and adhere to company policy, considering risk appropriately in business decisions to safeguard the firm's reputation, assets, and clients.</li>
</ul>
Retirement Financial Planner Requirements:
<ul>
<li>Active State Life and Health License is a must.</li>
<li>Possession of a Series 65 or 66 (or willingness to take and pass the Series 65 test within 30 days of employment).</li>
<li>Prior experience in wealth or financial planning, advising, or life and/or annuity sales.</li>
<li>Strong ability to identify and engage with High-Quality Prospects (HQP) with investable assets ranging from $500k to $12M+.</li>
<li>Self-motivated and driven to exceed sales targets and earn substantial income (W2 income potential of $250k - $1mm+ based on performance).</li>
<li>Ability to work flexible hours, including 2 - 4 evenings per week for seminars, mandatory Friday office meetings, and to accommodate client availability.</li>
<li>Your strengths lie in relationship-building; you're an adept communicator with professional enthusiasm and genuine compassion for every client you serve.</li>
<li>Strong public speaking skills, as you'll be leading seminars.</li>
<li>Embrace the value of a team environment, displaying respect, compromise, and attentiveness to teammates and prospective clients' needs.</li>
<li>Self-driven, punctual, organized, and structured in managing your day, allowing for effective evening seminar scheduling.</li>
<li>Outstanding organization and attention to detail, maintaining focus and efficiency at all times.</li>
<li>Exceptionally self-aware, with an innate ability to discern client needs and read the room effectively.</li>
</ul>
Why Join Sentinel Asset Management:
Sentinel Asset Management's purpose is to comprehensively guide clients through their financial lives. Our expertise lies in crafting customized portfolios that align with investment goals, tax considerations, income needs, and risk tolerance. Our holistic approach encompasses retirement, wealth, tax, estate planning, legacy strategy, financial analysis, and more. We're dedicated to nurturing, protecting, and growing our clients' wealth, fostering unparalleled personalized service and expertise.
Our clients' success remains our paramount concern. We create the financial stability and security essential for achieving financial independence. Our commitment to long-term performance and stability supersedes short-term gains. We embody our beliefs and values, practicing the virtues necessary to uphold them. We prioritize transparency, attention to detail, and responsiveness to our clients' needs.
Candidates with experience in these roles are great fits for this job:
<ul>
<li>
Wealth Advisor, Financial Advisor, Life Insurance Sales, Life Insurance Planner, Fiduciary, IAR Representative, Annuity Salesperson, Financial or Insurance Wholesaler, Internal Financial or Insurance Wholesaler, Pharmaceutical Sales and more
</li>
</ul>

Retirement Financial Planner

Position Type: Regular 
<h2>Your opportunity</h2>
 
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
The Financial Planning Group is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help. The Financial Planning Group works with branch partners to provide comprehensive financial planning services for clients and prospects seeking advice on how to reach multiple goals. The financial plan includes a customized analysis to address client or prospective client goals, such as: retirement, college, risk management, asset allocation, and estate planning needs. After setting realistic expectations with the client or prospect, the Schwab Financial Planner prepares and presents a financial plan which will identify a client’s current situation, opportunities and gaps, and advise on specific steps to meet financial goals.
&nbsp;Providing exceptional on-going client support by handling day-to-day service requests via phone and email
<ul>
<li>Assisting clients in navigating and understanding Schwab’s website, proprietary investing tools, portfolio performance data and third-party research</li>
<li>Scheduling&nbsp;clients with their dedicated Portfolio Consultant for ongoing consultation regarding risk tolerance, asset allocation, advice strategy and how these factors impact the portfolio and investing goals</li>
<li>Collaborating to achieve efficient and effective practice management within a team-based environment</li>
</ul>
The Financial Planner is responsible for strengthening the relationship between Schwab and clients who have the need for advice on complex financial situations.&nbsp; The financial planning process includes cultivating referral relationships with internal partners, supporting client relationships based on the needs of clients and partners, and working directly with clients to assess and advise on complex financial planning topics.&nbsp; Candidates should have a strong background in client and practice management, presentation and communication skills, and expertise in the area of financial planning.
Responsibilities include;&nbsp;working with assigned internal Schwab departments (primarily the Branch and Schwab Wealth Advisory Investment Advisors) to cultivate a referral relationship. Interact directly with clients in delivering detailed and customized financial plans.&nbsp;Participate in ongoing personal development and training to continually grow as a professional and advisor. Participate in joint sales calls regarding Schwab’s financial planning capabilities.
<h2>What you have</h2>
 
<ul>
<li>CFP® designation required</li>
<li>Active and valid FINRA Series 7 license required (may be obtained within the first 120 days condition of employment)</li>
<li>Active and valid FINRA Series 63/65 or 66 license required (may be obtained with 120 days condition of employment)</li>
<li>Minimum 3+ years’ experience with creating and presenting complex/comprehensive financial plans</li>
<li>In-depth knowledge and demonstrated sales skills to close and sell financial planning services</li>
<li>Proven ability to manage multiple tasks and financial plans to ensure that an accurate final plan is delivered to each client/prospect in a timely manner.</li>
<li>Extensive knowledge and mastery of moving clients through complete and complex financial planning cycle</li>
<li>Ability to work effectively with internal and external partners to address clients/prospects financial&nbsp;needs and goals.</li>
<li>Excellent communication skills and ability to effectively communicate complex topics to clients.&nbsp;</li>
<li>Strong client services skills and ability to anticipate and resolve problems on own initiative.</li>
</ul>
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
 
<h2>What’s in it for you</h2>
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our <a href="/hybrid-work">Hybrid Work and Flexibility</a> approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive <a href="/summary-of-benefits">benefits package</a> that takes care of the whole you – both today and in the future:
<ul>
<li>401(k) with company match and Employee stock purchase plan</li>
<li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li>
<li>Paid parental leave and family building benefits</li>
<li>Tuition reimbursement</li>
<li>Health, dental, and vision insurance</li>
</ul>

Financial Planner

<h3>Job Description</h3>
Job Description
Larson Financial Group d/b/a Intrua Financial is seeking a talented professional to hire for the position of Financial Planner, in the Houston, TX area. This position is the perfect fit for someone who enjoys working directly with clients to achieve their financial goals by servicing through diligent and detailed follow-up, meeting preparations, conducting client meetings, and managing client information files. The ideal candidate will be able to handle people and processes with ease, while welcoming challenge and opportunity. Demonstrating a passion to delivering superior service and building client relationships will add to success in this position.
 
In this client facing role, you will use your industry knowledge to work with the Advisory team to contribute to an outstanding client experience. This position is fast-paced and will require a person with the desire to learn, grow in their career, and the ability to handle challenges, plus enjoy successes.
 
Responsibilities include, but are not limited to:
<ul>
<li>Preparing and conducting client meetings</li>
<li>Gathering data from clients for preparation of financial plan</li>
<li>Running insurance illustrations, constructing financial plans</li>
<li>Communicating investment advice based on recommendations of team</li>
<li>Tracking next steps in the planning process for clients</li>
<li>Providing outstanding service to reproduce top clients</li>
<li>Entering and manipulate information into Contact Management System and Financial Planning software</li>
<li>Implementing client touches to create concierge experience resulting in consistent referrals</li>
<li>Performing follow up and process new business; manage existing client relationships</li>
<li>Managing and resolving client issues</li>
</ul>
 
Expectations:
<ul>
<li>Ability to build rapport via phone, virtual meetings or in person with clients</li>
<li>Professional, clear, and polite communication preference is required</li>
<li>Ability to work with the Advisor and other support team members to accomplish a common goal</li>
<li>Be able to conform to a changing environment and work at a quick pace, to achieve timely deadlines.</li>
<li>Serving as the primary contact for a designated group of clients. The client must be able to rely on the FP/CSM for every financial need, whether it is finding the right answer or having it ready for them.</li>
</ul>
Skills and Experience:
<ul>
<li>2+ years' experience in the Financial Planning field</li>
<li>Series 7 &amp; 66, or 65 Licenses</li>
<li>CFP a plus</li>
<li>Four-year degree or equivalent work experience</li>
<li>Knowledge of insurance/financial services industry</li>
<li>Ability to maintain confidentiality of information</li>
<li>Proficiency with Microsoft Office and Outlook</li>
<li>Experience with financial planning software, the ability to learn and adapt to upgrades/changes that occur on a regular basis</li>
<li>Experience with Salesforce</li>
<li>Proficient data entry skills</li>
<li>Flexible schedule for meetings and client event.</li>
<li>Ability to prioritize deliverables, track deliverable progress, and follow -up on outstanding matters is required.</li>
<li>Ability to manage time in an efficient, self-directed manner is required.</li>
<li>Ability to be proactive and professionally assertive is required.</li>
<li>Demonstrated written and oral communication skills with strong attention to grammar, spelling, and overall professionalism is required.</li>
<li>Strong interpersonal and teamwork skills including demonstrating positiveness in conduct, verbal, and written interactions is required.</li>
<li>Ability to adhere to rules and regulations as stated and required by Advisors and FINRA is required.</li>
</ul>
Larson Financial Group offers a generous employee benefits &amp; perks package:
<ul>
<li>Profit Sharing Bonus Program</li>
<li>401(k) Employer Match up to 4%</li>
<li>Medical Insurance (HDHP HSA 5000 plan is 100% paid for the employee, more plans available at cost)</li>
<li>Dental Insurance</li>
<li>Vision Insurance</li>
<li>ER PD Long Term Disability Insurance</li>
<li>ER PD Life Insurance</li>
<li>ER PD EAP</li>
<li>Voluntary Short Term &amp; Additional Life</li>
<li>Supplemental Insurance</li>
<li>Paid time Off (112 hours after 90 days)</li>
<li>Holiday Pay (12 Holidays)</li>
<li>Training &amp; Education</li>
<li>ER Events, Awards, Activities</li>
</ul>
 
PIfc6598c30507-25405-37321078

<h3>Job Description</h3>
Job Description
About MassMutual
MassMutual is a Fortune 500 leader with over 170 years of financial strength, offering advisors the resources and flexibility to build a thriving practice. We empower our advisors with industry-leading support, open architecture investment platforms, and a comprehensive suite of planning, investment, and protection solutions.
Compensation:
$75,000+ at plan commission yearly
Responsibilities:
Key Responsibilities
<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>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

Financial Planner Specialist

<h3>Job Description</h3>
Job DescriptionDescription:
Join the TrustBank team and shape legacies and build futures when working with clients. You will be part of a dynamic team and a growing organization. We are seeking a Financial Planner who is looking to make a real impact and thrives in a collaborative culture. You will play a vital role in helping us exceed our client’s expectations and be a part of Growing Prosperity Together.
 
JOB TITLE: FINANCIAL PLANNER
 
DEPARTMENT: WEALTH MANAGEMENT 
 
REPORTS TO: CHIEF WEALTH STRATEGIST
 
FLSA STATUS: EXEMPT
 
TYPE OF POSITION: FULL-TIME
 
 
JOB SUMMARY
 
Responsible for providing goals-based wealth plan consulting services to high-income/net worth individuals and families, including professionals, corporate executives, business owners and others with complex financial circumstances. Collaborate with Lead Relationship Manager working with other client service team members to integrate client service delivery. Contribute to thought leadership in wealth planning. Engage with the professional advisor community to advance TrustBank brand and reputation. Own and drive the financial planning process, which includes designing, analyzing, and presenting customized plans.
 
DUTIES AND RESPONSIBILITIES
 
• Provide planning, advisement, and insurance recommendations to clients to meet their financial goals
• Be a proactive and effective financial planner on the Wealth Management team 
• Works well independently and within a team environment
• Responsible for advising clients around financial planning 
• Analyze the company’s current financial status, going into enough detail to understand their specific needs
• Work with a team of staff to keep track of records and file updates
• Maintain working relationships with a variety of clients and/or departments, and keep them apprised of any financial developments
• Act as a liaison with Wealth Strategists/Wealth Advisors to work with insurance providers and other financial professionals
• Other duties as assigned
 
WORKING CONDITIONS
The position is Monday through Friday, typically from 8AM – 5PM and is forty hours a week. Additional hours may be required as needed. The position will primarily be located 2375 E Camelback Rd Ste 155 Phoenix, AZ 85016. The position requires long periods of sitting in front of a computer. Noise level is moderate, and the office is well lit. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms, and talk, or hear. Ability to lift 25-pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. Some work may be repetitive at the computer and the position requires direct work with the public. 
 
TRUSTBANK CORE VALUES
Embrace and promote the TrustBank and Wealth Management Culture and Core Values in all aspects of your duties.
 
 
COMPENSATION AND BENEFITS
The estimated annual salary for this position is $65,000 - $122,000, this includes base salary and estimated wealth management incentive earnings. Pay rate may vary based on the candidate’s qualifications skills, and experience. We offer a 401(k) plan featuring a discretionary employer match in bank stock. See more about our generous employee benefits details that may be found on our bank’s career page. <a href="https://trustbank.net/company/career-opportunities" target="_blank">https://trustbank.net/company/career-opportunities</a>
 
 
DISCLOSURES
TrustBank recognizes that people are our bank’s strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Equal Opportunity Employer/Disability/Veterans
 
Updated: March 14, 2025
 
Requirements:
EDUCATION and/or EXPERIENCE
Bachelor’s degree in finance or similar field like accounting , economics, or business administration is required. Requires a CFP designation and 2+ years in the financial services industry with an emphasis on Trust, Investments, sales, and financial planning. Licenses required are series 7, 65, 66.
 
QUALIFICATIONS and KEY ATTRIBUTES
To perform this job successfully, an individual must be effective in client relationship servicing and development. You must be able to effectively engage clients, to determine their need. You must have exceptional communication skills, strong attention to detail, be proactive, analytical, show empathy, and require minimal supervision. Will require travel across regional locations may occur. 
REQUIRED SKILLS and ABILITIES
Strong analytical, problem solving, and organizational skills are required to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow. A strong knowledge of general financial principles to be able to service and effectively communicate with high-net-worth clients. Stay up to date with financial software and applications and fully understand how the technology supports the role and TrustBank’s high standards of servicing. 
 
TECHNICAL SKILLS
Proficient in Salesforce, and eMoney, Microsoft 365, Excel for data analysis, and report preparation.

<h3>Job Description</h3>
Job DescriptionDescription:
Communicate effectively with clients and colleagues, analyze confidential client information, and provide financial planning
support to advisors through a variety of means including developing financial plans and providing education on complex
financial planning strategies
<ul>
<li>Conduct data entry, plan design and analysis and provide a written summary of recommendations and next steps.</li>
<li>Gather all information necessary to develop a financial plan that is customized to meet the client’s unique needs.</li>
<li>Assist advisors in preparing for client meetings including communication and follow-up of resulting action items.</li>
<li>Present professional, polished, and complete financial plans to advisors and clients as needed. This includes spending plans, investment analysis, retirement projections, SS analysis, education funding analysis, tax planning, asset protection, and risk management needs analysis.</li>
<li>Demonstrate a strong understanding of personal financial planning concepts and stay informed of current financial planning developments and industry trends.</li>
<li>Cultivate relationships with advisors ensuring client satisfaction to drive continued utilization and retention of planning services.</li>
<li>Identify advisor needs and additional opportunities including, but not limited to HNW services and tax planning.</li>
<li>Build and maintain a favorable and professional work relationship with other staff members.</li>
<li>Adhere to established employee manual policies and guidelines.</li>
<li>Adhere to workflow procedures and follow guidelines to reduce the risk of E&amp;O claims.</li>
<li>Promptly report all E&amp;O claims and potential E&amp;O claims.</li>
<li>Communicate with Supervisor/Manager any issues to ensure excellent customer service.</li>
<li>Maintain confidentiality in all aspects of client, staff, and agency information.</li>
<li>Maintain professional accreditation necessary to meet agency standards.</li>
<li>Participate in continuing education programs when available.</li>
<li>Perform other duties and projects as assigned.</li>
</ul>
Requirements:
<ul>
<li>Bachelor’s degree required (in Business, Finance, Economics, Psychology, or equivalent experience).</li>
<li>CFP® required.</li>
<li>3+ years of financial services experience in the development and presentation of comprehensive financial plans.</li>
<li>Strong understanding of personal financial planning including, but not limited to retirement, personal wealth management, risk management, and education planning.</li>
<li>Proficiency in Microsoft Office Suite.</li>
<li>CRM experience (preferably Redtail).</li>
<li>Experience with financial planning software (preferably E-Money and Holistiplan).</li>
<li>Ability to work autonomously and collaboratively and can pivot between different areas of support to lend a helping hand.</li>
<li>Reliable, proactive, and systemic approach to tasks.</li>
<li>Ability to prioritize and multi-task.</li>
<li>Excellent organizational skills.</li>
<li>Exceptional verbal and written communication skills.</li>
<li>Excellent interpersonal skills and the ability to build trust and rapport with clients.</li>
<li>Integrity, ethical conduct, and adherence to regulatory guidelines and industry best practices.</li>
<li>Valid driver’s license and acceptable driving record.</li>
</ul>
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
 
Annual salary $65,000.
 
The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location
 
MS24 and LNK

<h3>Job Description</h3>
Job Description
Larson Financial Group d/b/a Intrua Financial is seeking a talented professional to hire for the position of Financial Planner, in the Houston, TX area. This position is the perfect fit for someone who enjoys working directly with clients to achieve their financial goals by servicing through diligent and detailed follow-up, meeting preparations, conducting client meetings, and managing client information files. The ideal candidate will be able to handle people and processes with ease, while welcoming challenge and opportunity. Demonstrating a passion to delivering superior service and building client relationships will add to success in this position.
 
In this client facing role, you will use your industry knowledge to work with the Advisory team to contribute to an outstanding client experience. This position is fast-paced and will require a person with the desire to learn, grow in their career, and the ability to handle challenges, plus enjoy successes.
 
Responsibilities include, but are not limited to:
<ul>
<li>Preparing and conducting client meetings</li>
<li>Gathering data from clients for preparation of financial plan</li>
<li>Running insurance illustrations, constructing financial plans</li>
<li>Communicating investment advice based on recommendations of team</li>
<li>Tracking next steps in the planning process for clients</li>
<li>Providing outstanding service to reproduce top clients</li>
<li>Entering and manipulate information into Contact Management System and Financial Planning software</li>
<li>Implementing client touches to create concierge experience resulting in consistent referrals</li>
<li>Performing follow up and process new business; manage existing client relationships</li>
<li>Managing and resolving client issues</li>
</ul>
 
Expectations:
<ul>
<li>Ability to build rapport via phone, virtual meetings or in person with clients</li>
<li>Professional, clear, and polite communication preference is required</li>
<li>Ability to work with the Advisor and other support team members to accomplish a common goal</li>
<li>Be able to conform to a changing environment and work at a quick pace, to achieve timely deadlines.</li>
<li>Serving as the primary contact for a designated group of clients. The client must be able to rely on the FP/CSM for every financial need, whether it is finding the right answer or having it ready for them.</li>
</ul>
Skills and Experience:
<ul>
<li>2+ years' experience in the Financial Planning field</li>
<li>Series 7 &amp; 66, or 65 Licenses</li>
<li>CFP a plus</li>
<li>Four-year degree or equivalent work experience</li>
<li>Knowledge of insurance/financial services industry</li>
<li>Ability to maintain confidentiality of information</li>
<li>Proficiency with Microsoft Office and Outlook</li>
<li>Experience with financial planning software, the ability to learn and adapt to upgrades/changes that occur on a regular basis</li>
<li>Experience with Salesforce</li>
<li>Proficient data entry skills</li>
<li>Flexible schedule for meetings and client event.</li>
<li>Ability to prioritize deliverables, track deliverable progress, and follow -up on outstanding matters is required.</li>
<li>Ability to manage time in an efficient, self-directed manner is required.</li>
<li>Ability to be proactive and professionally assertive is required.</li>
<li>Demonstrated written and oral communication skills with strong attention to grammar, spelling, and overall professionalism is required.</li>
<li>Strong interpersonal and teamwork skills including demonstrating positiveness in conduct, verbal, and written interactions is required.</li>
<li>Ability to adhere to rules and regulations as stated and required by Advisors and FINRA is required.</li>
</ul>
Larson Financial Group offers a generous employee benefits &amp; perks package:
<ul>
<li>Profit Sharing Bonus Program</li>
<li>401(k) Employer Match up to 4%</li>
<li>Medical Insurance (HDHP HSA 5000 plan is 100% paid for the employee, more plans available at cost)</li>
<li>Dental Insurance</li>
<li>Vision Insurance</li>
<li>ER PD Long Term Disability Insurance</li>
<li>ER PD Life Insurance</li>
<li>ER PD EAP</li>
<li>Voluntary Short Term &amp; Additional Life</li>
<li>Supplemental Insurance</li>
<li>Paid time Off (112 hours after 90 days)</li>
<li>Holiday Pay (12 Holidays)</li>
<li>Training &amp; Education</li>
<li>ER Events, Awards, Activities</li>
</ul>
 
PIe8eec2247d1c-25405-37321078

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