<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

<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.

Financial Planner

<h3>Job Description</h3>
Job Description
Location Note: This a hybrid role for our Troy, MI office. The role is expected to be in person for the first 90 days, then can move to a hybrid schedule.
The Purpose of Your Role:
We are offering a highly accomplished financial planner professional an opportunity to develop new business and be a critical contributor on our financial planning team. Our financial planners have a proven track record of offering fiduciary guidance to our private client group. Their expertise supports all aspects of financial planning including investment strategy, insurance, aligning with our client’s short and long term goals and helping them become financially fit.&nbsp; 
Filling this critical role is an integral part of Sentinel’s growth plan and the successful candidate will have demonstrated that they are among a very small group of elite financial professionals in our industry. 
Our financial planning team works in a fiduciary capacity. We do more than provide investment expertise—we take the time to understand our client’s financial goals and relate to their concerns. The right candidate has&nbsp;the ability to lead, train, and motivate their peers and clients.
What you'll bring to Sentinel: 
<ul>
<li>Planning/Organizing – Prioritizes and plans work activities, uses time efficiently</li>
<li>Professionalism – Approaches others in a tactful manner, reacts well under pressure, treats others respectfully, follows through on commitments</li>
<li>Quality – Demonstrates accuracy and thoroughness</li>
<li>Strong sense of urgency and accountability; results-oriented</li>
<li>Team player; puts success of team ahead of self</li>
<li>Knowledge and full understanding of mutual funds, retirement planning, retirement plans, healthcare planning, and has a genuine interest in continuing to learn about such matters, ability to communicate subject matter clearly and in simple terms</li>
<li>Ability to work as part of a group or independently, patient, passion for both sales and service</li>
</ul>
What you’ll be responsible for: 
<ul>
<li>Engage and educate Sentinel’s retirement plan participants so that they fully understand the retirement plan and make informed decisions for their situation.</li>
<li>Assist participants in preparing for the financial aspects of retirement.</li>
<li>Communicate the retirement plan offering via group meetings at the client company.</li>
<li>Meet one on one with participants to answer any personal questions about the plan or possible other financial matters.</li>
<li>Conduct webinars to communicate the plan, when appropriate.</li>
<li>Build personal relationships with participants.</li>
<li>Convey retirement planning subject matter in a simplified way.</li>
<li>Through consultative selling techniques, drive revenue growth within assigned book of business. This would include life insurance, long term care and disability insurance. </li>
<li>Support new sales and market development initiatives</li>
<li>Exhibit understanding of key features and benefits of Sentinel’s&nbsp; products and services</li>
<li>Proactively keep Supervisor&nbsp; informed of key activities with assigned clients</li>
<li>Office environment, up to 50% travel may be required.&nbsp; </li>
</ul>
About you:&nbsp;
We are looking for natural leaders who have outgoing personalities and are not afraid to meet, build, and network relationships. We are looking for innovative thinkers to drive our business forward—someone with an entrepreneurial spirit, customer focus, drive, determination, and the strength of character to challenge the status quo. Our industry is forever changing and we are looking for someone who is flexible and willing to embrace change. 
Preferred qualifications:
<ul>
<li>Proficient in Microsoft Office applications</li>
<li>ERISA and retirement plan knowledge (or interest in obtaining the necessary knowledge)</li>
<li>Bachelor’s degree </li>
<li>FINRA Series 6 or 7, 63 and 65 or 66</li>
<li>Life Accident &amp; Health licenses</li>
</ul>
Nice to haves: 
<ul>
<li>3+ years of experience</li>
<li>CFP designation or interest in obtaining</li>
<li>Familiarity with programs such as eMoney Advisor</li>
</ul>
What you’ll be part of: Joining our company means becoming part of something special. We're driven by a mission to excel in our industry and within our team, supported by people who truly care about our organization. Sentinel was recently recognized by The Boston Globe as a Top Place to Work in 2020 and 2023. In 2021, 2022, 2023 and 2024, Sentinel earned a Top Workplace USA Award from Energage. At Sentinel, we welcome people from diverse experiences, backgrounds, and perspectives – and we wouldn’t have it any other way. So even if you don’t meet every single requirement, please consider applying if you like what you see. Our priority is to find talented individuals who enrich our team culture, contribute with enthusiasm, and are passionate about what they do. Sentinel is an equal opportunity employer and welcomes everyone to our team. If you need reasonable adjustments at any point in the application or interview process, please let us know. Some of our Benefits: 
<ul>
<li>PTO (vacation, sick, personal time bank)</li>
<li>FTO (Flexible time off for vacation, sick, and personal time) after 2 years of service </li>
<li>12 Paid Holidays (10 stated and 2 floating holidays)</li>
<li>2 Community Volunteer Days </li>
<li>5 Summer Half Days </li>
<li>Medical, Dental, Vision </li>
<li>Life Insurance</li>
<li>LTD &amp; STD </li>
<li>Retirement Plan with 4% Employer Match</li>
<li>Parental Leave</li>
</ul>
 See What We Stand For: <a href="https://www.sentinelgroup.com/About-Us/Join-Our-Team" target="_blank">https://www.sentinelgroup.com/About-Us/Join-Our-Team</a> Who we are: Sentinel Group proudly serves nearly 5,000 clients throughout the U.S. For 35+ years, we’ve remained devoted to positively impacting the lives of our people, our clients and our communities. With a 9-year average associate tenure among our 265 professionals, our team’s commitment to excellent service has positioned Sentinel as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you. Our ultimate goal is to help companies and their employees prepare for their future health, wealth and retirement needs. Whether it’s through retirement plans, group health insurance, reimbursement accounts or financial planning, we engineer simple solutions and continuously strive to make them better. Our in-house experts – and their commitment to excellence – define who we are. Sentinel is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine).
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<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
MassMutual Metro New York&nbsp;is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.&nbsp;
 
Ideal candidates will have the opportunity to build a financial services practice through personalized coaching and hands-on internship experience in the following areas:
<ul>
<li>Protection planning, including life, disability, and long-term care insurance</li>
<li>Delivering tailored investment solutions to clients</li>
<li>Providing comprehensive financial planning services</li>
</ul>
Compensation:
$180,000 - $210,000 per year
Responsibilities:
<ul>
<li>Create personalized financial strategies integrating life insurance, investment management, retirement planning, tax efficiency, and estate considerations</li>
<li>Develop Holistic Financial Plans</li>
<li>Conduct Comprehensive Client Discovery</li>
<li>Understand each client’s financial goals, values, risk tolerance, and protection needs through in-depth fact-finding and goal-based discussions</li>
<li>Present and Implement Insurance Solutions</li>
<li>Design and maintain diversified investment strategies that reflect long-term goals, market conditions, and financial plans</li>
<li>Deliver Ongoing Advice and Plan Reviews</li>
<li>Ensure Compliance and Fiduciary Integrity</li>
<li>Maintain a high standard of ethics, meet all regulatory and firm guidelines, and always act in the client’s best interest</li>
<li>Collaborate with Internal Specialists</li>
</ul>
Qualifications:
<ul>
<li>Bachelor's degree in finance or related field</li>
<li>Life and Health License</li>
<li>SIE, Series 7, Series 63/65/66, (CFP not required but good to have)</li>
</ul>
About Company 
MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

<h3>Job Description</h3>
Job Description
GENERAL JOB DESCRIPTION
The Senior Financial Planner plays a crucial role on our Financial Planning team, working closely with advisors, clients, and integrated service partners (e.g., tax, estate, insurance, and investments) to produce essential financial planning deliverables. This position contributes to the client experience, ensuring accuracy, consistency, and timeliness of all planning documents, and periodic direct client interactions.
MAJOR DUTIES AND RESPONSIBILITIES
<ul>
<li>Responsibilities include reviewing data entry into financial planning software, analyzing information, and preparing initial proposals and comprehensive financial plans.</li>
<li>Partner with Advisors and Clients (60%)
<ol>
<li>Collaborate with advisors and clients to understand client objectives and gather necessary financial information.</li>
<li>Review initial planning needs, clarify data requirements, and help organize all relevant client documents.</li>
<li>Maintain clear communication with the team regarding case progress and any outstanding data requirements.</li>
</ol>
</li>
<li>Collaborate with Integrated Services (20%)
<ol>
<li>Coordinate with Tax, Estate Planning, Insurance, and Investment teams to collect specialized input for each client’s financial plan.</li>
<li>Consolidate, summarize, and verify all information to ensure alignment with the client’s goals.</li>
<li>Track case activities and maintain accurate records in Salesforce (or similar CRM).</li>
</ol>
</li>
<li>Create and Support Financial Planning Deliverables (10%)
<ol>
<li>Review client data in financial planning software (such as eMoney) ensuring accuracy and consistency.</li>
<li>Review and prepare initial proposals, plan summaries, and supporting documents based on the advisor’s recommendations and the client’s goals.</li>
<li>Collaborate with advisors and clients to refine and finalize comprehensive financial plans, incorporating any updates or new information.</li>
<li>Adhere to best practices and established timelines to maintain a high standard of service quality.</li>
</ol>
</li>
<li>Client Presentation Support (10%)
<ol>
<li>Organize and prepare meeting materials for advisor-led client presentations.</li>
<li>Participate in client meetings when necessary to present financial plans, provide detailed insights, and gather additional data.</li>
<li>Coordinate post-meeting follow-up activities, including updating client records and scheduling next steps.</li>
</ol>
</li>
</ul>
EXPERIENCE/CREDENTIALS
<ul>
<li>Bachelor’s degree in finance, financial planning, economics, or related field (or equivalent work experience).</li>
<li>5+ years of experience dealing with wealth management clients and/or services.</li>
<li>Certified Financial Planner™ (CFP®) designation required.</li>
<li>Experience with eMoney or other financial planning software.</li>
</ul>
COMPETENCIES
<ul>
<li>High attention to detail and accuracy.</li>
<li>Must be able to elevate issues and ask questions when appropriate, take ownership of work product and be aware of how our work affects the organization.</li>
<li>Must be able to appropriately prioritize and organize multiple tasks in a complex and dynamic environment.</li>
<li>Strong organizational skills, multitasking, accuracy, service-minded, and meticulous adherence to details required.</li>
<li>Ability to work independently as well as part of a team. A strong commitment to providing exceptional client service and continuing professional development.</li>
<li>Excellent verbal and written communication skills; enjoys collaborative teamwork.</li>
<li>Proficiency in Microsoft Office (Word, Excel, PowerPoint); experience with Salesforce or similar CRM is advantageous.</li>
<li>Must be in good compliance standing with all relevant regulations, rules, and internal policies.</li>
</ul>
 
FEATURED BENEFITS: 
<ul>
<li>Discretionary Bonus</li>
<li>Medical Insurance</li>
<li>Dental Insurance</li>
<li>Vision Insurance</li>
<li>401(k)</li>
<li>Health Savings Account</li>
<li>Paid Maternity Leave</li>
<li>Paid Parental Leave</li>
<li>Tuition Reimbursement</li>
</ul>

<h3>Job Description</h3>
Job DescriptionDescription:
Financial Planner- Certified Financial Planner® certification required.
 
Why Join Marshall+Sterling?
 As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most — so they can move forward with confidence. Our vision of creating a future that’s safer and more secure drives everything we do.
Innovation is not optional here — it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together — across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. 
At Marshall+Sterling, you’re not just joining a company — you’re joining a culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all.
 
We’re looking for a certified, dynamic and client-focused Financial Planning Professional to support our advisors in delivering tailored financial solutions. In this role, you’ll play a vital part in developing customized financial plans, analyzing data, and collaborating with advisors to ensure top-tier client service.
<ul>
<li>Work closely with clients to develop and implement comprehensive financial plans, investment analysis, retirement, tax planning, and more.</li>
<li>Assist advisors by preparing for client meetings, developing customized financial plans, and presenting them to both the advisor and client.</li>
<li>Stay informed on financial planning trends and industry best practices.</li>
<li>Keep up with industry trends and break down complex financial planning concepts into practical, easy-to-understand strategies for clients.</li>
<li>Partner with fellow employee-owners to create a supportive, team-oriented environment that enhances the client experience.</li>
<li>Discover new planning opportunities, including high-net-worth and tax-focused strategies.</li>
</ul>
Requirements:
<ul>
<li>Bachelor’s degree in Business, Finance, Economics, Psychology, or related experience. 3+ years of experience in financial services, specializing in financial planning.</li>
<li>CFP® certification required.</li>
<li>Strong knowledge of retirement strategies, wealth management, and risk assessment.</li>
<li>Proficiency in Microsoft Office, CRM platforms (preferably Redtail), and financial planning software (E-Money, Holistiplan).</li>
</ul>
 
Total Rewards Package: 
 
Compensation: $65,000 - $80,000 annually, based on experience and certification.
Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! 
 
Employee Stock Ownership Program
 
As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here’s what makes our ESOP so valuable:
<ul>
<li>Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company’s success.</li>
<li>Collaborative &amp; Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company’s growth and success.</li>
<li>No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment.</li>
</ul>
For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling
 
MS25 and LNK

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