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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/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
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 Description
Larson Financial Group is seeking a talented professional to hire for the position of Financial Planner, in the Minneapolis, MN 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>8+ years' experience in the Financial Planning field</li>
<li>Must have Series 7 &amp; 66 Licenses</li>
<li>Must have CFP</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 plans are 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>
 
PId89f83477b21-25405-36330374

Larson Financial Group, LLC is seeking a talented professional to hire for the position of Financial Planner, in the Chicago/Northern Indiana 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 for 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:Preparing and conducting client meetingsGathering data from clients for preparation of financial plansRunning insurance illustrations, constructing financial plansCommunicating investment advice based on recommendations of teamTracking the next steps in the planning process for clientsProviding outstanding service to reproduce top clientsEntering and manipulate information into Contact Management System and Financial Planning softwareImplementing client touches to create concierge experience resulting in consistent referralsPerforming follow-up and processing new business; managing existing client relationshipsManaging and resolving client issuesExpectations:Ability to build rapport via phone, virtual meetings or in person with clientsProfessional, clear, and polite communication preference is requiredAbility to work with the Advisor and other support team members to accomplish a common goalBe able to conform to a changing environment and work at a quick pace, to achieve timely deadlinesServing 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.Skills and Experience:2+ years' experience in the Financial Planning fieldSeries, 7 &amp; 66 or 65CFP a plusFour-year degree or equivalent work experienceKnowledge of insurance/financial services industryAbility to maintain confidentiality of informationProficiency with Microsoft Office and OutlookExperience with financial planning software, the ability to learn and adapt to upgrades/changes that occur on a regular basisExperience with SalesforceProficient data entry skillsFlexible schedule for meetings and client eventThe ability to prioritize deliverables, track deliverable progress, and follow up on outstanding matters is requiredAbility to manage time in an efficient, self-directed manner is requiredAbility to be proactive and professionally assertive is requiredDemonstrated written and oral communication skills with strong attention to grammar, spelling, and overall professionalism is requiredStrong interpersonal and teamwork skills including demonstrating positivness in conduct, verbal, and written interactions are requiredThe ability to adhere to rules and regulations as stated and required by Advisors and FINRA is requiredLarson Financial Group offers a generous employee benefits &amp; perks package:Profit Sharing Bonus Program401(k) Employer Match up to 4%Medical Insurance (HDHP HSA plans are 100% paid for employee only)Dental InsuranceVision InsuranceER PD Long Term Disability InsuranceER PD Life InsuranceER PD EAPVoluntary Short Term &amp; Additional LifeSupplemental InsurancePaid time Off (112 hours after 90 days)Holiday Pay (12 Holidays)Training &amp; EducationER Events, Awards, ActivitiesPIc31608e35a37-25660-37203242

<h3>Job Description</h3>
Job Description Description:
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
 
PId6e18367908e-25405-36449061

<h3>Job Description</h3>
Job DescriptionSalary: 
Financial Planners help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there.
 
Our Financial Planners receive in-depth training, ongoing mentorship, and partner with industry experts to best serve our clients from a collaborative, holistic approach to building lasting relationships with our clients. Products that support personalized financial planning include (but not limited to): life insurance, disability insurance, long-term care, variable and income annuities, mutual funds, ETF portfolios, stocks, bonds, CDs, and more. 
 
This career offers you:
<ul>
<li>Stipends for training and licensing to help you get started.</li>
<li>The ability to positively impact someone else's life.</li>
<li>Personalized mentoring, coaching, and award-winning training programs.</li>
<li>Backing by Northwestern Mutual, an industry leader with a proven track record of success.</li>
</ul>
 
Can you see yourself helping others reach their financial goals?
Many people (50 percent) find their calling in financial services after working in other industries. Wondering if youd be a good fit? See how many of the characteristics below match up to you:
<ul>
<li>You know how to connect with people, building personal, trusted relationships.</li>
<li>Financial planning is interesting to you.</li>
<li>Youre a driven person whos committed to succeeding.</li>
<li>Youre ready to earn more for your hard work.</li>
<li>You enjoy helping people make more informed, confident decisions.</li>
<li>You're ready to live the life you want, both personally and professionally.</li>
</ul>
 
Comprehensive benefits package:
<ul>
<li>Comprehensive medical, dental, and vision insurance</li>
<li>Two funded pension plans</li>
<li>Life and disability insurance</li>
<li>Health care and dependent care reimbursement accounts</li>
<li>Adoption assistance</li>
<li>Reimbursement for licensing and ongoing education</li>
</ul>
 
We want people with different backgrounds and work experience, including but not limited to: financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers.
 
Recent Awards and Accolades:
-FORTUNE 97
-Unsurpassed Financial Strength with total company assets of $290 billion.
-96% of policy owners stay year after year.
-Top 10 Independent Broker-Dealer. Financial Advisor Magazine.
-$161 billion client assets held or managed by Northwestern Mutual.
-The largest direct provider of life insurance in the US.
-4.6+ million total clients.
-Industry leader in total dividend payout with over $6 billion.
 
Equal Employment Opportunity Policy:
Northwestern Mutual is an equal opportunity/affirmative action employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
The company prohibits discrimination based upon an individual's race, color, religion, creed, age, sex, disability, national origin, ancestry, ethnicity, sexual orientation, gender identity/expression, marital status, citizenship status or veteran status or any other characteristics protected by law.

Larson Financial Group, LLC is seeking a talented professional to hire for the position of Financial Planner, in the Chicago/Northern Indiana 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 for 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:Preparing and conducting client meetingsGathering data from clients for preparation of financial plansRunning insurance illustrations, constructing financial plansCommunicating investment advice based on recommendations of teamTracking the next steps in the planning process for clientsProviding outstanding service to reproduce top clientsEntering and manipulate information into Contact Management System and Financial Planning softwareImplementing client touches to create concierge experience resulting in consistent referralsPerforming follow-up and processing new business; managing existing client relationshipsManaging and resolving client issuesExpectations:Ability to build rapport via phone, virtual meetings or in person with clientsProfessional, clear, and polite communication preference is requiredAbility to work with the Advisor and other support team members to accomplish a common goalBe able to conform to a changing environment and work at a quick pace, to achieve timely deadlinesServing 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.Skills and Experience:2+ years' experience in the Financial Planning fieldSeries, 7 &amp; 66 or 65CFP a plusFour-year degree or equivalent work experienceKnowledge of insurance/financial services industryAbility to maintain confidentiality of informationProficiency with Microsoft Office and OutlookExperience with financial planning software, the ability to learn and adapt to upgrades/changes that occur on a regular basisExperience with SalesforceProficient data entry skillsFlexible schedule for meetings and client eventThe ability to prioritize deliverables, track deliverable progress, and follow up on outstanding matters is requiredAbility to manage time in an efficient, self-directed manner is requiredAbility to be proactive and professionally assertive is requiredDemonstrated written and oral communication skills with strong attention to grammar, spelling, and overall professionalism is requiredStrong interpersonal and teamwork skills including demonstrating positivness in conduct, verbal, and written interactions are requiredThe ability to adhere to rules and regulations as stated and required by Advisors and FINRA is requiredLarson Financial Group offers a generous employee benefits &amp; perks package:Profit Sharing Bonus Program401(k) Employer Match up to 4%Medical Insurance (HDHP HSA plans are 100% paid for employee only)Dental InsuranceVision InsuranceER PD Long Term Disability InsuranceER PD Life InsuranceER PD EAPVoluntary Short Term &amp; Additional LifeSupplemental InsurancePaid time Off (112 hours after 90 days)Holiday Pay (12 Holidays)Training &amp; EducationER Events, Awards, ActivitiesPIe34a9eac4833-25660-37203242

<h3>Job Description</h3>
Job Description
We are hiring Certified Financial Planners (CFPs) to join our growing RIA firm for our Financial Advisor role.
Why Apply?
Our client provides specialized support so that our Financial Advisors can spend their time where they need to – in front of clients, managing the client relationship, and providing comprehensive financial planning advice. Below are examples of how we provide support to our advisors:
<ul>
<li>Marketing &amp; Business Development – We generate the leads so that our advisors don’t have to invest their time on marketing efforts. This is done in various ways, including our educational classes and client events, as well as Your Money, Your Wealth® television, and radio shows. We have teams focused on marketing and business development to handle calls from numerous prospective clients – people that want to sit down with a CFP. We also set the appointments, so that the advisor can spend the time meeting with prospective clients, gaining a better understanding of their needs and how we can help them meet their financial goals.</li>
<li>Financial Planning – Our extensive Financial Planning department is comprised of dedicated CFPs and CPAs that partner with our advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life – We take a DEEP dive into planning.</li>
<li>Investment Management – Our trading department works with advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax-loss harvesting, asset location, etc.</li>
<li>Operations and Client Services – We have client service teams to handle everything – they work with the custodians to ensure all transactions are taken care of and take the paperwork off the advisor’s “to-do” list!</li>
<li>Unparalleled Professional Development – Advisors receive constant training on new laws, concepts, planning ideas, etc. We are dedicated to providing growth and development to not only our advisors but all members of our team.</li>
</ul>
Requirements:
<ul>
<li>Must have a CFP® credential plus 5 years of industry experience.</li>
<li>Ability to assess a prospective client’s needs and financial goals.</li>
<li>A solid understanding of retirement planning, estate planning, tax planning, cash flow, investment and asset allocation strategies, and risk management.</li>
<li>Effective with communication skills. </li>
<li>Ability to deliver comprehensive financial plans to clients.</li>
<li>Previous experience teaching classes or presenting is a plus</li>
</ul>

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