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

Certified Financial Planner

<h3>Job Description</h3>
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 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.

Financial Planner

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
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
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>

<h3>Job Description</h3>
Job DescriptionDescription:
We are seeking a detailed oriented and analytical professional to join our dynamic team as a Senior Financial Planner. This individual will be responsible for analyzing complex financial data, and creating and presenting financial plans. Our ideal candidate is a client-focused professional with a proven track record of delivering excellent client service and who enjoys being part of a team.
 
Why Aldrich Wealth
Aldrich Wealth is a dynamic, fast-growing, and established independent registered investment advisor (RIA) at the forefront of the industry. As an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions and manage approximately $6 billion in assets.
 
Our holistic approach, paired with high-touch service, weaves together financial planning, wealth-building, wealth-preservation, and life goals. We guide our clients through today's financial complexities to protect and grow their financial assets for tomorrow.
 
Check out more about Aldrich at <a href="https://wealthadvisors.com/" target="_blank">https://wealthadvisors.com/</a>.
 
You'll Get a Chance To
<ul>
<li>Develop customized, comprehensive financial plans designed to help clients achieve their goals.</li>
<li>Work directly with clients to gather information and present financial plans, including tailored recommendations.</li>
<li>Review financial plans prepared by financial planner(s) and paraplanner(s), providing mentorship and guidance as needed.</li>
<li>Build rapport with clients and potential clients with the goal of building a lasting relationship.</li>
<li>Collaborate with advisors to provide holistic financial solutions for clients, including the facilitation of referrals to trusted insurance professionals, CPAs and estate planning attorneys.</li>
<li>Manage and prioritize team workflows and identify opportunities to improve team efficiency</li>
<li>Advance the utilization of the financial planning software(s) and other technologies</li>
</ul>
Requirements:
What You Bring to the Team
<ul>
<li>Minimum of 6 years of experience in financial planning</li>
<li>Bachelor’s degree from an accredited college or university</li>
<li>Experience with financial planning software</li>
<li>CFP® or PFS designation required</li>
<li>Strong understanding of cash flow scenarios, education funding strategies, equity compensation (ISOs, NQSOs, RSUs) and investment model portfolios</li>
<li>Knowledge of insurance products (life, disability, long-term care), taxes and estate planning needs including trusts, wills, and powers of attorney</li>
<li>Excellent analytical, strategic thinking and problem-solving skills</li>
</ul>
 
How We'll Reward You
At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes:
<ul>
<li>Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care</li>
<li>Retirement Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing</li>
<li>Time Off: 5 weeks of vacation and sick leave in the form of a Paid Time-Off bank, 10 Paid Holidays including two floating holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, and Paid Parental Leave</li>
<li>You may also be eligible to participate in a discretionary incentive compensation program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals</li>
</ul>
This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company’s good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range for the full-time position is $110,000-$130,000 annual salary.
 
For a full summary of our benefit offerings, check out Life at Aldrich here. 
 
What You Should Know
This is a full-time position. Our standard office hours are Monday – Friday, 8 AM – 5 PM. This is a hybrid position where you must be in the office at least 2-3 days per week. Candidates must be legally authorized to work in the United States without the need for employer sponsorship.
 
To Apply
Submit your resume describing how you meet the minimum qualifications and desired attributes.
 
We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes.
 
#LI-HYBRID

Senior Financial Planner

Position Type: Regular 
<h2>Your opportunity</h2>
 
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service &amp; Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. The Centralized Service &amp; Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they&nbsp;provide&nbsp;specialized products to meet income generation, risk mitigation, and liquidity needs.&nbsp;&nbsp;
Our opportunity:
Deliver comprehensive financial plans for the most sophisticated and complex client situations.&nbsp; Expert level knowledge and experience in delivering advice surrounding all critical wealth management issues.&nbsp; Provide strategic insight into initiatives and projects in order to help strengthen the Schwab Wealth Advisory offer.&nbsp; Deliver presentations in partner and client public speaking events. Cross enterprise subject matter expert to support business development, field integration and executive service initiatives. Mentor, coach, and support the growth of financial planning acumen with partners including Financial Consultants and Portfolio Consultants as appropriate.
Role requires expert-level comprehensive financial planning advice. Has broad cross-functional and business stakeholder influence and in-depth knowledge of comprehensive financial planning and wealth management disciplines, including estate planning, risk management and retirement income planning.&nbsp; Possess highly effective communication skills, emotional intelligence and the ability to work with clients in both large and small group settings.&nbsp; Act as a leader within the team and among business partners with influence that extends beyond the SWA specialty team sphere.
What you are good at:
As a Senior Financial Planner with Schwab Wealth Advisory, you will engage with partners and clients to understand the goals, wishes, and concerns of clients so that they can successfully plan their financial future. You will work with clients to provide confidence and clarity regarding their overall financial lives and provide impactful recommendations that ill benefit and help strengthen their overall plan.
Planning 
<ul>
<li>Quickly build rapport with clients and conduct discovery conversations to better understand their holistic financial needs. Demonstrate the value and importance of partnering with a CFP® professional on an ongoing basis.</li>
<li>Partner with clients to create, review and refine their overall financial roadmap and deliver their personalized financial plan.</li>
<li>Provide ongoing support for our clients beyond the initial appointment, including updating their financial plan to reflect changes in life and financial circumstance and determining the client’s ongoing appropriateness for the recommended investment allocation solution.</li>
</ul>
Partnering
<ul>
<li>Proactively engage partners to create awareness around our most comprehensive financial planning abilities.</li>
<li>Ensure a seamless delivery of our comprehensive wealth management approach while leveraging additional partners and resources as appropriate.</li>
</ul>
Time management / organization / ability to utilize new technologies. 
<ul>
<li>Proven track record to manage multiple tasks and priorities to ensure that an accurate final plan is delivered to each client/prospect in a timely manner.</li>
<li>Ability to coordinate meetings and presentations with business partners and clients.</li>
<li>Conduct follow-up appointment activities and connect clients with additional Schwab specialists and services</li>
</ul>
<h2>What you have</h2>
 
To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
We place a premium on high performance, quality service and the ability to execute our strategy. Essential skills include:
<ul>
<li>Master’s level or equivalent Financial Planning-related designation</li>
<li>CFP® designation is required.</li>
<li>Active and valid FINRA Series 7 license required.</li>
<li>Active and valid FINRA Series 63/65 or 66 required</li>
<li>Bachelor’s degree required.</li>
<li>Minimum of 5 years financial services experience in addition to 2 years Financial Planning experience</li>
<li>Passion for financial planning to help clients manage their financial futures and build stronger relationships with clients.</li>
<li>Ability to articulate the value and importance of financial planning services.</li>
<li>Knowledge and ability to move clients through complete and complex financial planning cycle.</li>
<li>Ability to work effectively with internal and external partners to address clients/prospects financial needs and goals.</li>
<li>Excellent communication skills and ability to effectively communicate complex topics to clients.</li>
<li>Strong client services skills and ability to anticipate and resolve problems on own initiative.</li>
<li>Embrace an entrepreneurial and self-starter mentality.</li>
<li>Able to quickly learn new technology and utilize a variety of data and systems in order to proactively identify solutions to client financial needs.</li>
<li>Strong analytical skills and attention to detail in order to adhere to policies, procedures and guidelines.</li>
<li>Proven work ethic with a high level of integrity to build trust with our clients and internal partners.</li>
<li>Collaborative and relationship-focused work style with demonstrated success in a team-based environment.</li>
<li>Open to ongoing coaching and development to achieve positive client outcomes and achieve professional career aspirations.</li>
</ul>
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
 
<h2>What’s in it for you</h2>
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our <a href="/hybrid-work">Hybrid Work and Flexibility</a> approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive <a href="/summary-of-benefits">benefits package</a> that takes care of the whole you – both today and in the future:
<ul>
<li>401(k) with company match and Employee stock purchase plan</li>
<li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li>
<li>Paid parental leave and family building benefits</li>
<li>Tuition reimbursement</li>
<li>Health, dental, and vision insurance</li>
</ul>

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