<h3>Job Description</h3>
Job Description
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
 
Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.
 
Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.
 
About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard &amp; Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.
 
Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V
 
1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
 
2- Source: Individual Third Party Ratings Reports as of 7/30/18.
 
3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019
 
4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see <a href="http://fortune.com/fortune500/" target="_blank">http://fortune.com/fortune500/</a>
Compensation:
$120,000 at plan yearly
Responsibilities:
<ul>
<li>Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice</li>
<li>Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer </li>
<li>Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services</li>
<li>Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional</li>
<li>Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan</li>
</ul>
Qualifications:
<ul>
<li>Strong relationship management skills and/or experience required</li>
<li>Must have the ability to successfully network and prospect for new clients</li>
<li>Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity </li>
</ul>
<ul>
<li>Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required</li>
</ul>
About Company 
As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our client's interests and priorities. With over 170 years of industry success. Some of our accolades include:
<ul>
<li>A promise to work with you to build a strong financial future for both you and your clients</li>
<li>#69 on Fortune 100 in 2020</li>
<li>A leading company with many agents qualifying for MDRT2 year after year</li>
<li>Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)</li>
</ul>
Agents and dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. 2MDRT (Million Dollar Round Table) is recognized in the industry as the standard of excellence in life insurance sales performance. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Financial Planner

<h3>Job Description</h3>
Job Description
We are seeking an Associate Financial Planner for our wealth management firm in our Caldwell, Idaho Office. Candidates who thrive in a small firm environment and want to be involved in all aspects of the business are of high interest to us. At Mainspring Wealth Advisors, we emphasize care for our clients and are looking for team members who not only want to learn from our experienced advisors but also want to focus on strengthening our existing client relationships.
Position Overview 
This professional position will primarily focus on being part of a Lead Financial Planner Team in managing existing and new client relationships. You will be expected to assist in various tasks that build efficiency in the processes for the team, as well as specific analytical projects using Microsoft Excel and company software. An adaptive and in-depth understanding of computer skills is essential for the position. Working knowledge of portfolio allocation, investment management, and general financial planning is expected. The Lead Financial Planner will be available to provide mentoring and big picture direction, but you are expected to have the foresight and ability to work independently and anticipate firm needs and client questions.
Initial Responsibilities: 
<ul>
<li>Assist in the preparation of client meetings and reviews, gathering information, and preparing reports.</li>
<li>Ensure follow-through on post-meeting tasks for the team, including but not limited to entering notes in CRM, creating Outlook tasks for team members, and coordinating with outside professionals like Estate Planning Attorneys and CPAs.</li>
<li>Monitor the team mailbox to provide fast and high-quality service to clients. This would include, but not limited to, identifying tasks for team members and ensuring the client is updated on status in a timely and efficient manner</li>
<li>Input data into the financial planning software and build strategies for the clients in conjunction with the team.</li>
<li>Conduct research and analysis on investment options and financial products based on the guidance of the Lead Advisor.</li>
<li>Support team members in handling paperwork and processing client transactions</li>
<li>Coordinate with other team members to ensure efficient workflow and client service.</li>
<li>Regularly monitor clients’ financial situations with attention to detail and accuracy</li>
</ul>
Potential Future Responsibilities: 
<ul>
<li>Assist in trading and rebalancing of client investment accounts</li>
<li>Prepare for and participate in client review meetings.</li>
</ul>
Key Qualifications: 
<ul>
<li>Self-starter, Organized with strong attention to detail</li>
<li>Strong financial and analytical skills</li>
<li>Problem solver, and a goal-oriented team player prepared with a ‘no job is beneath me’ mentality</li>
<li>Strong persuasive and interpersonal skills</li>
<li>Able to work independently and keep the Lead Financial Planner aware of progress and hurdles</li>
<li>B.A. or B.S. degree preferred</li>
<li>FINRA registration, including Series 7 and 66 (or FINRA recognized equivalents) required or ability to clear the tests within 12 months.
<ul>
<li>If not licensed, comp and title upon hire would reflect this until fully licensed.</li>
</ul>
</li>
</ul>
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Mainspring Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. For use with financial professionals only.
Company DescriptionMainspring Wealth Advisors, LLC is a fast-growing wealth management office with multiple locations in the Puget Sound area. At Mainspring Wealth Advisors LLC, we emphasize care for our clients, both internal and external, and are looking for candidates that not only want to learn from our experienced advisors, but also want to focus on strengthening our client relationships. Amazing culture and great leadership team. 
<h3>Company Description</h3>
Mainspring Wealth Advisors, LLC is a fast-growing wealth management office with multiple locations in the Puget Sound area. At Mainspring Wealth Advisors LLC, we emphasize care for our clients, both internal and external, and are looking for candidates that not only want to learn from our experienced advisors, but also want to focus on strengthening our client relationships.\r\n\r\nAmazing culture and great leadership team.

Associate Financial Planner

<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

<h3>Job Description</h3>
Job DescriptionDescription:
Position Overview
The Financial Planner is responsible for working with Multnomah Group’s clients to provide ongoing employee education, point-in-time financial planning, and investment advice to retirement program participants.
 
Primary Responsibilities
Provide employee education presentations to employer-sponsored retirement plan clients
<ul>
<li>Coordinate scheduling and follow-up with employer-sponsored retirement plan clients</li>
<li>Develop presentations on relevant financial planning topics</li>
<li>Travel to clients to provide an on-site presentation</li>
<li>Track engagement at meetings and document within internal systems</li>
</ul>
Manage the ongoing participant education webinar series “Retirement Pathways”
<ul>
<li>Develop presentations on relevant financial planning topics</li>
<li>Schedule twice monthly webinars on a rotating set of financial and retirement planning topics</li>
<li>Develop and distribute invitations to clients for the upcoming webinars</li>
<li>Present the webinars on a twice-monthly basis</li>
</ul>
Meet with participants one-on-one via video conference to provide point-in-time retirement planning and investment advice
<ul>
<li>Coordinate the workflow to schedule one-on-one meetings with participants</li>
<li>Meet with participants to answer their general investment and financial planning questions.</li>
<li>Determine whether the participants' needs or desires to have formalized retirement projections or financial planning completed</li>
<li>Gather data and prepare the retirement projections and/or financial plans</li>
<li>Advise participants on appropriate investment allocations for their retirement plan account</li>
<li>Log all participant interactions in the firm’s CRM</li>
<li>Follow up with participants that you have met with previously to update their financial plan</li>
</ul>
Manage the various constituents involved in Multnomah Group’s Participant Services offering
<ul>
<li>Work with plan sponsor clients to communicate best practices regarding the rollout and ongoing support of participant advice services</li>
<li>Provide periodic reporting and status updates to plan sponsor clients on the utilization and engagement of employee populations in the various services offered by Multnomah Group</li>
<li>Engage and support Multnomah Group consultants regarding rollout and utilization of participant services by shared clients</li>
</ul>
Requirements:
<ul>
<li>Comprehensive knowledge of financial planning topics as demonstrated by achieving the Certified Financial Planner (CFP) designation</li>
<li>FINRA Series 65</li>
<li>3+ years of financial planning experience</li>
<li>Travel required</li>
<li>Highly responsive and client service-oriented</li>
<li>Demonstrated ability to communicate professionally with clients</li>
<li>Strong interpersonal aptitude</li>
<li>Experience with financial planning software</li>
</ul>

<h3>Job Description</h3>
Job Description
Join Our Team at Briggs Wealth Management, Inc. 
Financial Planning Job Description
We are currently seeking a CFP® professional with 7+ years of industry experience including a strong background in tax preparation. This is a unique opportunity to become part of a growing business that places clients’ interests first. The ideal candidate should hold a CPA license and/or CFP certification. We are open to discussing this opportunity with an experienced CPA or Enrolled Agent, even if they do not have a background in financial planning.
Our office is located in Glastonbury, CT, offering a welcoming, professional, and fast-paced work environment where high standards and team collaboration are valued.
This is a full-time position in office working Monday to Friday,
W-2 employment.
Job responsibilities
<ul>
<li>Develop comprehensive financial plans tailored to clients’ goals, risk tolerance, and life stages. These plans include all aspects of a client’s life – retirement planning, cash flow, investments, equity compensation, tax, education, employee benefits, insurance, estate planning, etc.</li>
<li>Participate in existing client meetings from day one, with increasing involvement and responsibility over time. The goal is to transition you into a lead advisor role, taking responsibility of client relationships and engagements as your experience with our firm grows.</li>
<li>Serve as a primary point of contact for client communications and follow through for assigned clients.</li>
<li>Manage and/or complete all client meeting preparation and follow-up activities.</li>
<li>Develop customized asset allocation strategies and investment solutions for clients</li>
<li>Preparation of tax returns and tax projections for our clients</li>
<li>Maintain strong client relationships and advise clients on complex planning topics.</li>
</ul>
Must-have Qualifications &amp; Attributes
<ul>
<li> High Expertise in Taxation: Advanced understanding of personal tax planning and preparation, beyond what is covered in standard CFP® coursework.</li>
<li> Team-Oriented Mindset: Willing to pitch in wherever needed—no task is too small when it supports the team and the firm’s success.</li>
<li> Adaptable and Resilient: Thrives in a fast-paced, evolving environment and maintains a flexible, can-do attitude.</li>
<li> Problem Solver: Able to independently identify issues, think critically, and develop creative, practical solutions.</li>
<li> Strong Communicator: Exceptional verbal and written communication skills; comfortable interacting with clients and colleagues alike.</li>
<li> Organized and Process-Driven: Experience using CRM systems, workflows, and task management tools to maintain structure and efficiency.</li>
<li> Detail-Oriented: High level of accuracy and accountability, especially with numbers and client data.</li>
<li> Efficient Multitasker: Capable of managing competing priorities and meeting deadlines without sacrificing quality.</li>
<li> Relationship Builder: Strong interpersonal skills with the ability to explain complex financial concepts in a clear and relatable manner.</li>
<li> Client-Centric: Proactive, service-oriented mindset with a focus on delivering outstanding client experiences.</li>
<li> Collaborative Spirit: Comfortable working in a small, close-knit team where collaboration and mutual support are key.</li>
<li> Animal Lover: Must love dogs—our furry friends are an important part of our office culture!</li>
</ul>
Nice-to-have Qualifications &amp; Attributes
<ul>
<li> Professional Credentials: CPA license and/or CFP® certification</li>
<li> Industry Experience: 7+ years in the financial planning field, with at least 3 years of experience leading client relationships</li>
<li>Technical Proficiency: Skilled in Microsoft Office, especially Excel</li>
<li>Software Familiarity: Experience with Orion, Redtail CRM, and CCH Axcess (or similar tax preparation software)</li>
<li>Team &amp; Culture Contributor: Brings a sense of humor, positivity, and enthusiasm to help shape and grow the BWM office culture</li>
<li>Career Path</li>
</ul>
Client-Interactive Role with Growth Potential: Begin working directly with clients in a supported advisor role, with a transition to lead advisor. For the right candidate, there may also be future opportunities to participate in the management and strategic direction of the firm. We offer meaningful opportunities for professional development, leadership, and long-term advancement
Compensation &amp; Benefits:
<ul>
<li>Base Salary: Starting at $100,000+ annually, commensurate with experience, plus performance-based bonus opportunities</li>
<li>Retirement Plan: 401(k) with Safe Harbor employer match, available after the first year of employment</li>
<li>Health Coverage: While we do not currently offer group health, disability, or life insurance, we are actively exploring options to implement these benefits in the near future. If you do not have access to coverage through a partner or spouse, we are open to discussing a health insurance stipend as an interim solution</li>
<li>Paid Time Off:
<ul>
<li>2 weeks of paid vacation in the first year</li>
<li>3 weeks of paid vacation starting in year two</li>
<li>Paid company holidays</li>
</ul>
</li>
</ul>
Company DescriptionBriggs Wealth Management, Inc. is an independent financial planning firm established in 1999, and is committed to delivering comprehensive, personalized services to our clients. Our offerings include investment management, estate planning, retirement planning, tax preparation, insurance analysis, and more. We take pride in our independence and operate with the highest standards of professionalism and integrity. 
<h3>Company Description</h3>
Briggs Wealth Management, Inc. is an independent financial planning firm established in 1999, and is committed to delivering comprehensive, personalized services to our clients. Our offerings include investment management, estate planning, retirement planning, tax preparation, insurance analysis, and more. We take pride in our independence and operate with the highest standards of professionalism and integrity.

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

FINANCIAL PLANNER

<h3>Job Description</h3>
Job Description
Must be in Florida or Georgia
 
Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today!
Compensation:
$60,000 - $70,000
Responsibilities:
<ul>
<li>Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products</li>
<li>Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives</li>
<li>Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations</li>
<li>Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor</li>
<li>Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given</li>
</ul>
<ul>
<li>Work with the existing client base and lead flow to generate new business</li>
<li>Prospecting for clients through networking and referrals</li>
<li>Developing and maintaining long-term relationships with clients</li>
<li>Providing financial solutions for clients through fact-gathering and needs analysis</li>
<li>Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates</li>
</ul>
Qualifications:
<ul>
<li>Requires a Bachelor’s degree in finance, business administration, or related field</li>
<li>Exemplary communication skills, math skills, relationship skills, and customer service skills are vital</li>
<li>CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required</li>
<li>Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital</li>
<li>Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential</li>
</ul>
<ul>
<li>Must be Series 7/6, Series 63/66 licensed and 215 licensed</li>
<li>Strong interpersonal skills and customer service focus</li>
<li>Market development/networking abilities</li>
<li>BA, BS, and/or graduate degree or equivalent work experience required</li>
</ul>
About Company 
At Coastal Wealth, we’re more than a financial solutions firm — we’re your trusted partner committed to integrity, transparency, and ethical excellence. Celebrating diversity and fostering inclusivity, we bring together a team of experts dedicated to empowering your financial future.
Explore a world of tailored financial opportunities designed just for you. From personalized, comprehensive financial plans to investment strategies crafted to match your unique goals, we help you unlock the full potential of your wealth. Our strategic tax planning ensures you keep more of what you earn, while our extensive suite of services supports every facet of your financial life.
What sets us apart is our genuine care: we listen closely, offer thoughtful guidance, and prioritize the success of you, your family, and your business. With Coastal Wealth, embark on a personalized financial journey that’s as unique as your aspirations.

<h3>Job Description</h3>
Job Description Description:
About Us
At Larson Financial Group, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personalized touch, and we're looking for a dedicated Financial Planner to join our growing St. Louis office. This is an exciting opportunity for a motivated individual who is passionate about financial planning, delivering exceptional client service, and building long-term relationships. 
 
About the Role
As a Financial Planner, you'll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, you'll be a key player in delivering a high-touch, concierge-style experience. You'll collaborate with advisors and internal teams to ensure client satisfaction while growing your own expertise and career in a fast-paced and supportive environment. 
Requirements:
What You'll Do
<ul>
<li>Prepare for and lead client meetings </li>
<li>Collect and organize client data to build financial plans </li>
<li>Construct insurance illustrations and financial scenarios </li>
<li>Communicate investment recommendations in collaboration with the advisory team </li>
<li>Track planning process milestones and follow up on action items </li>
<li>Deliver proactive, high-quality service to retain top clients </li>
<li>Maintain accurate data in CRM and financial planning software </li>
<li>Create thoughtful client "touches" to cultivate referrals </li>
<li>Manage onboarding and ongoing client service processes </li>
<li>Resolve client inquiries and provide trusted support </li>
</ul>
What We're Looking For
Qualifications
<ul>
<li>Minimum 2 years of experience in financial planning or a related field </li>
<li>Series 7 and 66 licenses required </li>
<li>CFP designation is a plus </li>
<li>Bachelor's degree or equivalent work experience </li>
<li>Familiarity with the insurance and financial services industry </li>
<li>Experience using Salesforce and financial planning software (e.g., eMoney, MoneyGuidePro) </li>
</ul>
Skills &amp; Attributes
<ul>
<li>Exceptional interpersonal skills, with the ability to build trust in-person, virtually, and by phone </li>
<li>Strong written and verbal communication skills with high attention to detail </li>
<li>Proficiency in Microsoft Office and Outlook </li>
<li>Professionalism in appearance, attitude, and work ethic </li>
<li>Adaptable, proactive, and comfortable working in a dynamic environment </li>
<li>Strong organizational skills with the ability to prioritize and follow through </li>
<li>Commitment to maintaining confidentiality and upholding regulatory standards </li>
</ul>
Why Join Larson Financial Group?
We offer a competitive benefits package and an engaging work culture that supports personal and professional growth: 
<ul>
<li>Profit Sharing Bonus Program </li>
<li>401(k) with Employer Match (up to 4%) </li>
<li>Comprehensive Medical, Dental, and Vision Insurance </li>
<li>Company-paid Long-term Disability, Life Insurance, and EAP </li>
<li>Voluntary Short-term Disability and Supplemental Insurance </li>
<li>Generous PTO (112 hours after 90 days) + 12 Paid Holidays </li>
<li>Training, Development, and Educational Opportunities </li>
<li>Company Events, Recognition Awards, and Team Activities </li>
</ul>
Ready to take the next step in your financial planning career? Apply now and become part of a team that values integrity, service, and meaningful client relationships. 
 
PId807587a8021-25405-38168005

<h3>Job Description</h3>
Job Description Description:
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
 
PIb244fc54f425-25405-37084634

<h3>Job Description</h3>
Job DescriptionPosition: Financial Planner
Location: Charlotte, NC (On-site, with potential for future flexibility) Employment Type: Full-time 
About the Company
An SEC-Registered, family-owned investment firm specializing in managing hedge funds and private accounts. The firm emphasizes long-term investing, after-tax returns, transparent fees, and risk management. Their mission is to ensure families across the United States are well-supported, cared for, and informed in their financial decisions.
Role Overview
The Financial Planner will work closely with a senior advisor to provide financial planning and insurance solutions tailored to clients' long-term goals. This role requires strong technical expertise, client relationship skills, and the ability to contribute to a collaborative, service-driven environment.
Key Responsibilities
<ul>
<li>
Partner with a senior advisor to deliver comprehensive financial planning services.
</li>
<li>
Develop and implement financial strategies aligned with client objectives.
</li>
<li>
Provide insurance solutions to support clients' financial goals.
</li>
<li>
Assist in estate planning strategies and recommendations.
</li>
<li>
Build and maintain long-term client relationships through trust and transparency.
</li>
</ul>
Qualifications
<ul>
<li>
Certified Financial Planner (CFP) designation - required
</li>
<li>
Chartered Life Underwriter (CLU) designation - required
</li>
<li>
Demonstrated experience in financial planning and insurance strategies
</li>
<li>
Knowledge of estate planning is preferred
</li>
<li>
Excellent communication and interpersonal skills
</li>
<li>
Ability to work independently with potential for future remote flexibility
</li>
</ul>
Company DescriptionW3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more. We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies. Our Services W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates. We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding. We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software. Our Expertise W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right. 
<h3>Company Description</h3>
W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

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