<h3>Job Description</h3>
Job Description
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. 
 
Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!
Compensation:
$100,000 at plan yearly
Responsibilities:
<ul>
<li>Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs</li>
<li>Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives</li>
<li>Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions</li>
<li>Be a coachable, organized team member interested in pursuing training development and educational opportunities</li>
<li>Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals</li>
</ul>
Qualifications:
<ul>
<li>A Bachelor’s degree in finance, business administration, or alternate related analytical field is required</li>
<li>Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential</li>
<li>Though not required, a valid FINRA Series 7 &amp; 63/66 license is considered a plus</li>
<li>Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred</li>
<li>Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients</li>
</ul>
<ul>
<li>Must have the ability to successfully network and prospect for new clients</li>
<li>Must live in or near Long Island, Brooklyn, or Queens</li>
</ul>
About Company 
About NYL - Melville: We are among the strongest and most respected financial companies in the world. We have 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 and Poor’s (AA+), Moody’s Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. We have been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

Financial Planner

<h3>Job Description</h3>
Job Description
Location Note: This a remote role for candidates based in New York or New Jersey.
The Purpose of Your Role:
We are offering a highly accomplished financial planner professional an opportunity to develop new business and be a critical contributor on our financial planning team. Our financial planners have a proven track record of offering fiduciary guidance to our private client group. Their expertise supports all aspects of financial planning including investment strategy, insurance, aligning with our client’s short and long term goals and helping them become financially fit.&nbsp; 
Filling this critical role is an integral part of Sentinel’s growth plan and the successful candidate will have demonstrated that they are among a very small group of elite financial professionals in our industry. 
Our financial planning team works in a fiduciary capacity. We do more than provide investment expertise—we take the time to understand our client’s financial goals and relate to their concerns. The right candidate has&nbsp;the ability to lead, train, and motivate their peers and clients.
What you'll bring to Sentinel: 
<ul>
<li>Planning/Organizing – Prioritizes and plans work activities, uses time efficiently</li>
<li>Professionalism – Approaches others in a tactful manner, reacts well under pressure, treats others respectfully, follows through on commitments</li>
<li>Quality – Demonstrates accuracy and thoroughness</li>
<li>Strong sense of urgency and accountability; results-oriented</li>
<li>Team player; puts success of team ahead of self</li>
<li>Knowledge and full understanding of mutual funds, retirement planning, retirement plans, healthcare planning, and has a genuine interest in continuing to learn about such matters, ability to communicate subject matter clearly and in simple terms</li>
<li>Ability to work as part of a group or independently, patient, passion for both sales and service</li>
</ul>
What you’ll be responsible for: 
<ul>
<li>Engage and educate Sentinel’s retirement plan participants so that they fully understand the retirement plan and make informed decisions for their situation.</li>
<li>Assist participants in preparing for the financial aspects of retirement.</li>
<li>Communicate the retirement plan offering via group meetings at the client company.</li>
<li>Meet one on one with participants to answer any personal questions about the plan or possible other financial matters.</li>
<li>Conduct webinars to communicate the plan, when appropriate.</li>
<li>Build personal relationships with participants.</li>
<li>Convey retirement planning subject matter in a simplified way.</li>
<li>Through consultative selling techniques, drive revenue growth within assigned book of business. This would include life insurance, long term care and disability insurance. </li>
<li>Support new sales and market development initiatives</li>
<li>Exhibit understanding of key features and benefits of Sentinel’s&nbsp; products and services</li>
<li>Proactively keep Supervisor&nbsp; informed of key activities with assigned clients</li>
<li>Office environment, up to 50% travel may be required.&nbsp; </li>
</ul>
About you:&nbsp;
We are looking for natural leaders who have outgoing personalities and are not afraid to meet, build, and network relationships. We are looking for innovative thinkers to drive our business forward—someone with an entrepreneurial spirit, customer focus, drive, determination, and the strength of character to challenge the status quo. Our industry is forever changing and we are looking for someone who is flexible and willing to embrace change. 
Preferred qualifications:
<ul>
<li>Proficient in Microsoft Office applications</li>
<li>ERISA and retirement plan knowledge (or interest in obtaining the necessary knowledge)</li>
<li>Bachelor’s degree </li>
<li>FINRA Series 6 or 7, 63 and 65 or 66</li>
<li>Life Accident &amp; Health licenses</li>
</ul>
Nice to haves: 
<ul>
<li>3+ years of experience</li>
<li>CFP designation or interest in obtaining</li>
<li>Familiarity with programs such as eMoney Advisor</li>
</ul>
What you’ll be part of: Joining our company means becoming part of something special. We're driven by a mission to excel in our industry and within our team, supported by people who truly care about our organization. Sentinel was recently recognized by The Boston Globe as a Top Place to Work in 2020 and 2023. In 2021, 2022, 2023 and 2024, Sentinel earned a Top Workplace USA Award from Energage. At Sentinel, we welcome people from diverse experiences, backgrounds, and perspectives – and we wouldn’t have it any other way. So even if you don’t meet every single requirement, please consider applying if you like what you see. Our priority is to find talented individuals who enrich our team culture, contribute with enthusiasm, and are passionate about what they do. Sentinel is an equal opportunity employer and welcomes everyone to our team. If you need reasonable adjustments at any point in the application or interview process, please let us know. Some of our Benefits: 
<ul>
<li>PTO (vacation, sick, personal time bank)</li>
<li>FTO (Flexible time off for vacation, sick, and personal time) after 2 years of service </li>
<li>12 Paid Holidays (10 stated and 2 floating holidays)</li>
<li>2 Community Volunteer Days </li>
<li>5 Summer Half Days </li>
<li>Medical, Dental, Vision </li>
<li>Life Insurance</li>
<li>LTD &amp; STD </li>
<li>Retirement Plan with 4% Employer Match</li>
<li>Parental Leave</li>
</ul>
 See What We Stand For: <a href="https://www.sentinelgroup.com/About-Us/Join-Our-Team" target="_blank">https://www.sentinelgroup.com/About-Us/Join-Our-Team</a> Who we are: Sentinel Group proudly serves nearly 5,000 clients throughout the U.S. For 35+ years, we’ve remained devoted to positively impacting the lives of our people, our clients and our communities. With a 9-year average associate tenure among our 265 professionals, our team’s commitment to excellent service has positioned Sentinel as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you. Our ultimate goal is to help companies and their employees prepare for their future health, wealth and retirement needs. Whether it’s through retirement plans, group health insurance, reimbursement accounts or financial planning, we engineer simple solutions and continuously strive to make them better. Our in-house experts – and their commitment to excellence – define who we are. Sentinel is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine).
Salary Range:&nbsp;$50,000-$80,000 base depending on experience. Additional commission opportunities through sales available as well.
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cP5Pl3S9Fr

<h3>Job Description</h3>
Job Description
Alpha Hire is proud to partner with a client to recruit a knowledgeable and motivated&nbsp;Financial Planner. This is an excellent opportunity for a financial professional with a passion for client service, holistic planning, and strategic problem-solving. The ideal candidate is committed to delivering exceptional value to clients through thoughtful, customized financial planning across all stages of life.
In this role, you will support the development of comprehensive Pre-Retirement, Retirement, and Estate Plans. You’ll assist in all aspects of the financial planning process, from data gathering and analysis to documentation and plan presentation. Your work will be instrumental in helping clients understand their financial position and chart a secure, confident path forward.
Key Responsibilities:
<ul>
<li>
Develop and prepare in-depth financial plans tailored to individual client needs, with a focus on pre-retirement, retirement, estate, and long-term wealth strategies
</li>
<li>
Collaborate with senior advisors and clients to gather necessary financial data and supporting documents
</li>
<li>
Conduct detailed reviews of client investment accounts, tax returns, and financial documents to identify gaps, risks, and opportunities
</li>
<li>
Participate in client meetings to present financial planning analyses and provide ongoing support in plan implementation
</li>
<li>
Assist in updating and revising plans based on client feedback, market changes, or new goals
</li>
<li>
Complete various financial planning projects as requested by clients, ensuring a high standard of accuracy and professionalism
</li>
<li>
Maintain clear and organized documentation of client plans and related correspondence in internal systems
</li>
<li>
Stay up to date with changes in financial regulations, tax law, and estate planning strategies to ensure client plans remain compliant and effective
</li>
</ul>
Qualifications:
<ul>
<li>
2–6 years of hands-on experience in financial planning, preferably within a fee-only advisory or wealth management firm
</li>
<li>
Certified Financial Planner (CFP®) certification required or currently enrolled in a CFP® program
</li>
<li>
Strong working knowledge of core financial planning principles including investments, insurance, tax strategies, retirement planning, and estate planning
</li>
<li>
Proficiency with financial planning software, spreadsheets (Excel), word processing (Word), and internet-based research tools
</li>
<li>
Exceptional attention to detail and a strong analytical mindset
</li>
<li>
Excellent written and verbal communication skills, with the ability to explain complex financial concepts clearly and effectively
</li>
<li>
Strong interpersonal skills and a collaborative approach to working with both clients and internal team members
</li>
</ul>
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dmAPUmYWVy

<h3>Job Description</h3>
Job Description
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. 
 
Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!
Compensation:
$68,500 - $189,000
Responsibilities:
<ul>
<li>Be a coachable, organized team member interested in pursuing training development and educational opportunities</li>
<li>Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects</li>
<li>Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs</li>
<li>Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals</li>
<li>Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management</li>
</ul>
<ul>
<li>We will provide Training/Development, Digital Tools, Personal Mentorship, and Training Pay Structure.</li>
<li>You will also have the power to determine your own income with our commission-based compensation.</li>
</ul>
Qualifications:
<ul>
<li>Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary</li>
<li>Up-to-date FINRA Series 7 &amp; 63/66 documents are a bonus</li>
<li>A required Bachelor’s degree in business administration, finance, or similarly related field</li>
<li>Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients</li>
<li>Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed</li>
</ul>
About Company 
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.

<h3>Job Description</h3>
Job DescriptionBenefits: 
<ul>
<li>Retirement</li>
<li>Bonus based on performance</li>
<li>Company parties</li>
<li>Dental insurance</li>
<li>Flexible schedule</li>
<li>Health insurance</li>
<li>Opportunity for advancement</li>
<li>Training &amp; development</li>
<li>Vision insurance</li>
</ul>
 Regional Director Andrew Grande, Managing Director Rich Marooney, and Regional Director Jennifer Craig Join Our Growing Team in Massachusetts! Regional Director Andrew Grande, Managing Director Rich Marooney, and Regional Director Jennifer Craig, along with their dedicated team, are excited to expand their established offices across New England and beyond! With substantial growth underway in our region, we are seeking experienced Financial Planners to join our team. This is a unique opportunity to play a vital role in shaping the future of our expanding business while making a meaningful impact in the local community. Together, we are committed to helping financial professionals thrive in a supportive, growth-oriented environment. Our Mission and Vision: We help advisors build a healthy advisory practice faster, and with less effort. We are driven by the vision of becoming an elite financial planning firm that leads with creative solutions to attract high-net-worth clients. By partnering with advisors, we help develop ideas that elevate their business and support them in building a more profitable practice. Our Differentiators: 
<ul>
<li>Open Architecture System: No proprietary or product requirements. We strongly believe in fiduciary responsibility, advisor autonomy, and a product agnostic approach by leading with financial planning and providing industry-leading support.</li>
<li>Advanced Technology: Advisors benefit from cutting-edge software and tools designed to streamline business operations and deliver an exceptional client experience.</li>
<li>Growth Opportunities: Buy books of business, build assets, or create a practice to sella rare path to long-term success.</li>
<li>Leadership and Management Potential: Earn additional bonuses by leading and developing teams.</li>
<li>FREE Leads: Access to 23+ high-quality lead programs, including warm leads and current clients, at NO cost to you.</li>
<li>Business Development Services: Back-office and administrative support to free up your time for growth.</li>
<li>Flexible Work Options: Enjoy the freedom to choose from office, remote, or hybrid work arrangements, providing the flexibility to tailor your work environment to your needs while maintaining access to the tools and infrastructure necessary for success.</li>
</ul>
Community Support: We are deeply committed to giving back to our community and supporting local causes. Our office has proudly supported Toys for Tots for over 10 years, collecting toys from both employees and clients. In addition, weve raised over $30,000 in the past three years for the American Cancer Society through participation in Relay for Life. Andrew also has a longstanding commitment to the Leukemia &amp; Lymphoma Society, serving as a board member for a decade and currently as the Massachusetts state leader for their public policy and advocacy committee. Meet Our Leaders: Andrew Grande, Regional Director: Andrew brings over a decade of industry experience and leads a growing practice across Massachusetts. Before joining Prudential, he had a successful career with Northwestern Mutual and New York Life, where he earned the 2021 Career Success Award and ranked #5 nationally for Rookie Partner of the Year. He also recruited 14 advisors with a 91% first-year retention rate and exceeded his performance target by 240%. Prior to that, Andrew owned a top-performing Allstate Insurance agency, ranked #1 in Massachusetts for customer satisfaction. He holds a B.A. in Economics from UMass Dartmouth and was a four-year starter on the football team. Andrew lives in Kingston, MA with his wife and three daughters and enjoys golfing, hockey, and supporting the Patriots. Follow this link to meet Andrew on LinkedIn: <a href="https://www.linkedin.com/in/andrewcgrande" target="_blank">https://www.linkedin.com/in/andrewcgrande</a> Rich Marooney, Managing Director: Rich brings 28 years of industry experience, having worked at various firms before joining Prudential six years ago. Before his transition to financial services, Rich was a Center Manager at UPS in Connecticut. Rich's journey to financial services was deeply personalafter the untimely death of his oldest son, Ryan, due to bone cancer, Rich made a conscious decision to advocate for financial responsibility to ensure families are prepared for unforeseen events like death or disability. Outside of work, Rich is passionate about golf and is proud of his son James, who currently plays professional hockey with the Adirondack Thunder, an ECHL affiliate of the NJ Devils. Richs other sons, Cody and Joey, also played NCAA Division 1 hockey (University of Alabama Huntsville and University of Minnesota). Follow this link to meet Rich on LinkedIn: <a href="https://www.linkedin.com/in/richardmarooney/" target="_blank">https://www.linkedin.com/in/richardmarooney/</a> Jennifer Craig, Regional Director &amp; Financial Planner: Jennifer Craig, RICP, has advanced from financial advisor to Regional Director at Prudential Advisors since joining in 2010. She founded L.I.F.T. (Ladies in Finance, Together), a program that empowers female financial advisors using the N.E.W. model, which focuses on defining individual strengths. As a member of the Womens Program Planning Council and the DE&amp;I Advisory Council, Jennifer plays a key role in shaping initiatives that support diversity and inclusion. A dedicated advocate for women in leadership, Jennifer mentors other women in the industry, creating networks through efforts like the Her Story Podcast and Prudentials Womens Table Talk Series. Her leadership in financial services earned her a spot as a qualifying member of the Million Dollar Round Table in 2023. Jennifers work continues to inspire women to thrive in finance and leadership roles. Follow this link to meet Jennifer on LinkedIn: <a href="https://www.linkedin.com/in/jenniferlynncraig/" target="_blank">https://www.linkedin.com/in/jenniferlynncraig/</a> With the Support of Prudential and LPL Financial: As part of a Fortune 100 financial services firm and one of the top independent broker-dealers in the Fortune 500, Prudential and its broker-dealer partner, LPL Financial, provide unparalleled resources and support to help financial planners thrive. This partnership ensures access to advanced tools, proven strategies, and a national network of experts, empowering you to deliver exceptional client outcomes while achieving personal career growth. Licensing and Education Requirements: We seek individuals committed to professional development who either hold or are actively pursuing these licenses to grow their careers in financial services: 
<ul>
<li>Series 7</li>
<li>Series 66</li>
<li>Life/Health Insurance License</li>
<li>4-year college degree (preferred)</li>
</ul>
Position Benefits and Compensation: 
<ul>
<li>401(k) with matching contributions</li>
<li>Cash Balance Pension Plan</li>
<li>Pension enhancement for top financial professionals</li>
<li>Private office expense support</li>
<li>Competitive compensation and bonuses</li>
<li>Expressed payouts on Life Insurance &amp; Annuity products</li>
<li>Deferred compensation plan for eligible financial professionals</li>
<li>Medical, dental, vision benefits &amp; healthcare reimbursement account</li>
<li>Life insurance, accident insurance, and disability income insurance coverage</li>
<li>Mutual fund investment plan</li>
<li>Business programs and conferences</li>
</ul>
Join Us in Making an Impact! We are a team dedicated to helping people achieve long-term financial security. If youre ready to make a difference and grow your career, consider joining Andrew, Rich, Jennifer, Prudential, LPL Financial, and our dedicated local team today! Disclosure Statement: During the formal interview process, candidates will be introduced to the national financial services firm and broker-dealer designations that support this role. All business activities will align with the appropriate regulatory frameworks and firms behind this opportunity. 
Flexible work from home options available.

Financial Planner with Support

<h3>Job Description</h3>
Job DescriptionThis is a full-time hybrid role for an Independent Financial Advisor located in anywhere in country though our home office is in Jersey City, United States. This is a full commission role with some work from home being acceptable. The Independent Financial Advisor will be responsible for providing comprehensive financial planning, developing retirement strategies, advising clients on investment opportunities, and offering financial advisory services tailored to individual client needs. Urgent need is in Naples, FL, Indianapolis, FL and mid-estern &amp; western states. In Florida, we have some legacy annuity book we can assign to service locally. We have our own fixed income desk and we custody and clear through RBC We can provide attractive transition package for right candidates. Minor disclosure issues are OK. PS: This NOT entry level positions. Advisors will typically have a client base with independently managed assets. Qualifications
<ul>
<li>Financial Planning, Finance, and Retirement Planning skills</li>
<li>Expertise in Investments and Financial Advisory</li>
<li>Excellent communication and interpersonal skills</li>
<li>Ability to work independently and manage client accounts</li>
<li>Strong analytical and problem-solving abilities</li>
<li>Experience in a boutique investment bank environment is a plus</li>
<li>Bachelor's degree in Finance, Economics, or a related field and FINRA licenses like 6, 7, 63, 66 required. 24 a plus</li>
<li>Relevant certifications such as CFP, CFA, or similar credentials good to have but not required</li>
</ul>

Investment Advisor/Financial Planner

<h3>Job Description</h3>
Job Description
Certified Financial Planner Charlotte, NC or Louisville, KY CFP Financial Advisor Private Wealth Firm Hybrid | Based in Charlotte, NC or Louisville , KY surrounding growth markets (U.S. candidates only) About Our Client Our client goes beyond managing money - they build lifelong partnerships grounded in clarity, integrity, and personalized financial planning. They are a fiduciary wealth management firm serving affluent households with a goal to reach $1 billion in assets under management by 2030, growing 50% annually through a strategic mix of organic growth and advisor succession acquisitions. Currently, they operate in Charlotte, Asheville, and Greensboro, NC; Louisville, KY; Atlanta, GA; and select parts of Florida - with plans for further expansion underway. They plan to add only two new advisors in 2025, with 1-2 additional openings expected in 2026. This is a rare opportunity to join a high-performing team at the forefront of industry transformation. What Makes This Opportunity Unique This isnt a traditional salaried role - you wont be punching a clock. Instead, its a career-defining chance for an entry-level financial advisor (1-3 years experience) to receive direct mentorship from leadership, gain access to quality client relationships, and quickly grow into a lead advisor role within a collaborative, fast-growing environment. Our client provides: Direct support from senior advisors and firm leadership Access to client relationships through M&amp;A and succession plans Structured mentorship, training, and professional development A clear performance path that enables top talent to earn among the top 10% of U.S. financial advisors within five years They focus not only on developing your technical skills but also on growing your professionalism, presence, and purpose. Team members prioritize personal well-being, fitness, and intentional living because great advisors bring their whole selves to those they serve. About the Role This full-time, hybrid position is based in and around Charlotte, NC or Louisville, KY. 
Occasional travel is required to client meetings in Asheville and Greensboro, NC; Louisville, KY; Atlanta, GA; and parts of Florida. 
 
You will collaborate with a team of fiduciary advisors, receive paid training, and quickly advance from support duties to lead responsibilities based on your performance. 
 
Who You Are 
<ul>
<li> Licensed (Series 66 &amp; 7)</li>
<li> 1-3 years of experience in financial services</li>
<li> Passed the CFP exam</li>
<li> Personally responsible with money and able to confidently discuss your own financial growth and goals</li>
<li> A strong communicator, comfortable both on Zoom and in person</li>
<li> Passionate about helping people make smarter, more meaningful financial decisions</li>
<li> Aligned with a firm that values health, wellness, integrity, and long-term impact</li>
<li> Located in or willing to relocate to Louisville, KY; Charlotte, NC; or one of the existing markets (U.S. candidates only; no international applicants)</li>
</ul>
 
What You'll Do 
<ul>
<li> Provide financial planning, retirement modeling, and investment advice</li>
<li> Work closely with a mentor advisor and support client relationships</li>
<li> Participate in business development and succession planning efforts</li>
<li> Continuously improve your skills in tax-aware planning, estate coordination, and client communication</li>
<li> Contribute to high-level firm growth strategies and enhance client service standards</li>
<li>Compensation &amp; Career Growth</li>
<li> Base salary: $75,000 - $95,000 (based on licensing, experience, and credentials)</li>
<li> Year 2+ compensation expected to increase significantly as goals are met and responsibilities grow</li>
<li> Eligible for performance bonus, sign-on bonus, and profit sharing</li>
<li> Training and licensing costs covered</li>
<li> Genuine opportunity to earn in the top 10% of U.S. advisors by year five</li>
</ul>
 
Our client believes a team members true value emerges over the first 6-9 months. Their compensation structure rewards long-term alignment, ambition, and contributions - not just what's on paper. 
 
Candidate Screening &amp; Application Process 
The hiring process includes: 
<ul>
<li>1. Initial screening with recruiter </li>
<li>2. Zoom video interview</li>
<li>3. A brief project or research assignment to assess professional thinking, communication, and fit</li>
</ul>

Certified Financial Planner

<h3>Job Description</h3>
Job Description
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! 
 
Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!
Compensation:
$75,000 - $125,000 yearly
Responsibilities:
<ul>
<li>Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs</li>
<li>Embrace the role of a structured yet coachable team player open to continued education and training from other team members</li>
<li>Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor</li>
<li>Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management</li>
<li>Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals</li>
</ul>
Qualifications:
<ul>
<li>Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients</li>
<li>Up-to-date FINRA Series 7 &amp; 63/66 documents are a bonus</li>
<li>Requires a Bachelor’s degree in business administration, finance, or other related field</li>
<li>Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred</li>
<li>Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential</li>
</ul>
About Company 
About New York Life...
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.
We’re proud of our financial strength.5
<ul>
<li>A++ Superior (A.M. Best)</li>
<li>AAA Exceptionally Strong (Fitch)</li>
<li>Aaa Exceptional (Moody’s)</li>
<li>AA+ Very Strong (Standard &amp; Poor’s</li>
</ul>
We’re proud to be recognized by organizations that also value diversity.
<ul>
<li>Human Rights Campaign: 2022 Corporate Equality Index</li>
<li>Forbes 2022: America’s Best Employers for Diversity</li>
<li>Latino Leaders 2022 Best Companies for Latinos to Work For</li>
</ul>

Associate Financial Planner

<h3>Job Description</h3>
Job Description
 Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!
 We have an immediate opening for a highly motivated analytical individual to join us in our firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals.
 The FINANCIAL PLANNER is a key member of our team. After achieving the licenses and registrations necessary to become a FINANCIAL PLANNER in our Career Development Program (“CDP”), your typical day may include:
<ul>
<li> Developing relationships with clients (both existing and prospective)</li>
<li> Gathering client information and using that information to build robust financial plans</li>
<li> Helping clients prepare for their retirement</li>
<li> Preparing and reviewing investment portfolio recommendations</li>
</ul>
 Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.
 YOU:
<ul>
<li> Are a self-starter.</li>
<li> Have an entrepreneurial mindset.</li>
<li> Are a customer service champion.</li>
<li> Are an engaging and compelling communicator and negotiator.</li>
<li> Are a problem solver.</li>
<li> Are a Life-long student seeking continued education and professional development.</li>
<li> Are a critical thinker.</li>
<li> Have prior sales experience and/or enjoy networking and seeking new clients.</li>
<li> Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent.</li>
</ul>
 WE:
<ul>
<li> Provide a framework to help you attain all licensing and education needed to progress through the career.</li>
<li> Support your learning through joint work and a team environment.</li>
<li> Provide competitive compensation and benefits that are unique in our industry.</li>
<li> Provide a roadmap for your success with our experienced team of leaders.</li>
</ul>
 Learn more about this exciting opportunity.
 1049766-00003-00
 The path to becoming a Financial Planner begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state’s applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents and may be eligible for paid leave.
 Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates.
 Prudential is an Employer that participates in E-Verify.

<h3>Job Description</h3>
Job Description
We are seeking driven and client-focused individuals to join our team as Financial Planners. In this role, you will have the opportunity to build a financial services practice through personalized coaching and real-world experience in key areas of financial planning. This is an ideal opportunity for professionals who are passionate about helping others achieve financial security and long-term success.
As a Financial Planner, you will gain hands-on experience in:
<ul>
<li>Protection Planning: Advising clients on life, disability, and long-term care insurance to protect against unforeseen risks and ensure financial stability.</li>
<li>Investment Strategies: Creating and delivering personalized investment solutions aligned with clients’ financial goals, risk tolerance, and timelines.</li>
<li>Comprehensive Financial Planning: Providing holistic financial guidance, including retirement planning, education funding, tax efficiency, and estate strategies.</li>
</ul>
Compensation:
$180,000 - $210,000 at plan
Responsibilities:
<ul>
<li>Create personalized financial strategies integrating life insurance, investment management, retirement planning, tax efficiency, and estate considerations</li>
<li>Develop Holistic Financial Plans</li>
<li>Conduct Comprehensive Client Discovery</li>
<li>Understand each client’s financial goals, values, risk tolerance, and protection needs through in-depth fact-finding and goal-based discussions</li>
<li>Present and Implement Insurance Solutions</li>
<li>Design and maintain diversified investment strategies that reflect long-term goals, market conditions, and financial plans</li>
<li>Deliver Ongoing Advice and Plan Reviews</li>
<li>Ensure Compliance and Fiduciary Integrity</li>
<li>Maintain a high standard of ethics, meet all regulatory and firm guidelines, and always act in the client’s best interest</li>
<li>Collaborate with Internal Specialists</li>
</ul>
Qualifications:
<ul>
<li>Bachelor's degree in finance or related field</li>
<li>Life and Health License</li>
<li>SIE, Series 7, Series 63/65/66, (CFP not required but good to have)</li>
</ul>
About Company 
MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

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