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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>

Senior Financial Planner

<h3>Job Description</h3>
Job DescriptionFinancial Planning Analyst
At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward!
&nbsp;We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with compassion, integrity, and invention. We uphold that same standard of respect and dedication for clients and colleagues alike.&nbsp;Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our passionate dedication inspires you, we invite you to consider joining our team.As a Associate Financial Planner, you’ll serve to assist Financial Planners in ensuring client happiness while following all regulatory issues. &nbsp;&nbsp;&nbsp;
Responsibilities:&nbsp;
<ul>
<li>Performs financial planning analyses for clients including, but not limited to retirement, investments, estate, tax, education funding, real estate, and risk management needs analysis</li>
<li>Prepares presentations, research, and supporting materials for client meetings and reviews.</li>
<li>Conducts assessments of clients and prospects’ evolving financial planning needs through proactively taking initiative to uncover new financial planning opportunities.</li>
<li>Provides and supervises reports including minimum distributions, performance, billing, insurance policies, and tax consequences.</li>
<li>Calculates required minimum distributions, income needs, tax consequences, and contributions/withdrawals.</li>
<li>Provides high-level contact with clients crafted to maintain and improve the client relationship.</li>
<li>Maintains a proven understanding of the industry, products, and trends.</li>
</ul>
Requirements:&nbsp;
<ul>
<li>Minimum 1-3 years of financial services industry experience required, specifically in a broker/dealer or registered investment advisor environment.</li>
<li>FINRA Series 65 Required.</li>
<li>Bachelor’s degree in business or finance; or equivalent proven experience. </li>
<li>Certified Financial Planner designation preferred.</li>
<li>Financial Services &amp; insurance sales experience preferred.</li>
<li>Good understanding of finance and investment markets/securities</li>
<li>Attention to detail, ability to coordinate work, and follow-up skills are crucial to the successful performance of position responsibilities.</li>
<li>Ability to prioritize and address multiple projects and meet deadlines is crucial.</li>
<li>Strong interpersonal, verbal, and written communication skills</li>
<li>Detailed knowledge of MS Outlook, Word, and Excel is a must.</li>
</ul>
&nbsp;&nbsp;Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $76,000 - $102,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.&nbsp;Your recruiter can share more about the specific benefits eligible for this role during the hiring process.&nbsp;About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's 1 with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets 2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. &nbsp;
&nbsp;For more information, please visit EdelmanFinancialEngines.com.&nbsp;© 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819&nbsp;For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.&nbsp;Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.&nbsp;Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process.&nbsp;If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or <a href="mailto:HRQ@EdelmanFinancialEngines.com" target="_blank">HRQ@EdelmanFinancialEngines.com</a>.&nbsp;1 The Barron’s 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA.2 Edelman Financial Engines data, as of September 30, 2024.&nbsp;

Associate Financial Planner

<h3>Job Description</h3>
Job DescriptionAbout LearnLux
LearnLux is the leading provider of workplace financial wellbeing that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. LearnLux's award-winning program equips employees with a financial plan to guide them through decision points like budgeting, paying down debt, electing benefits, understanding equity compensation, starting a family, buying a home, saving for retirement, and more. Advanced reporting keeps our partners in the know, and drives results like reduction in financial stress, increased productivity, reduced employee turnover, greater use of pretax products, on-time retirement, and healthcare savings. LearnLux members feel great about their money, allowing their work and wellbeing to thrive. 
We're a remote-first company, backed by prominent operators such as Ashton Kutcher's fund Sound Ventures and Salesforce CEO Marc Benioff.
The Role
LearnLux is looking for a full time Certified Financial Planner® to join our fast growing team. Leveraging the LearnLux digital experience you will work directly with employees to provide them with unbiased, holistic financial guidance. Your extensive financial experience and client-first approach will help employees prepare for and accomplish their personal and financial goals. This role is 100% remote within the US and reports to the Director of Financial Planning.
Key Responsibilities
<ul>
<li>Must be located on the East Coast or have the ability to work East Coast hours (8 AM - 5 PM EST).</li>
<li>Meet and engage with clients remotely over video, chat and email to give guidance on topics like budgeting, student loans, retirement readiness, equity compensation, debt management and more</li>
<li>Advise on the LearnLux methodology to improve and respond to the changing financial environment</li>
<li>Participate in weekly team meetings to bring your subject matter expertise to improve the LearnLux digital experience</li>
<li>Become an expert on our client's benefit plans so you can act as an extension of their team during open enrollment</li>
<li>Work with our content team to create outlines, lessons, video content, review lessons and approve content created for the LearnLux digital platform</li>
<li>Design and lead engagement campaigns for our employer partners like digital webinars and occasional on-site events</li>
</ul>
Qualifications &amp; Experience
<ul>
<li>CFP® designation</li>
<li>Passion for educating individuals to take control and invest in their financial future</li>
<li>Have the ability to perform several tasks concurrently, to prioritize work, and to take direction from multiple team members</li>
<li>Can demonstrate ability to take initiative and execute</li>
<li>Experience in multiple areas of personal Finance: Retirement, Equity Compensation, investments, budgeting, debt management, Student Loans, cash flow planning, digital currencies, estate planning, insurance and more</li>
</ul>
Nice to haves
<ul>
<li>CPA, Enrolled Agent, or similar</li>
<li>Certification in Credit Counseling</li>
<li>Additional Certifications</li>
<li>Startup and/or Fintech experience</li>
<li>Bi-lingual (Spanish)</li>
<li>Experience creating presentations and presenting to large audiences virtually or in-person</li>
<li>Availability to work occasional evenings and Saturday</li>
<li>Ability to occasionally travel to on-site events</li>
</ul>
Benefits
<ul>
<li>Remote-first company structure</li>
<li>Medical, dental, and vision</li>
<li>401(k)</li>
<li>Mental wellbeing (Talkspace)</li>
<li>Financial wellbeing (LearnLux)</li>
<li>Equity (Full-time employees)</li>
<li>Paid vacation and sick leave</li>
<li>Paid sabbatical after 5 years of service</li>
<li>A supportive, inclusive team culture</li>
<li>Opportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology</li>
</ul>
Closing
LearnLux strives to be an inclusive workplace and values learning from and engaging across different perspectives. Women, people of color, LGBTQIA+ individuals, and members of other minority or marginalized groups are strongly encouraged to apply.
LearnLux is proud to be an equal opportunity employer and does not discriminate against candidates on the basis of race, ethnicity, color, national origin, age, religion, sex, gender, sexual orientation, gender identity, marital status, disability, or veteran status.
We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. If you are interested in this opportunity but not sure if you fit this role, please apply and include a note to let us know of your interest. We're excited to speak with you about joining our team!
The pay range for this role is listed below. Individual compensation will be commensurate with the candidate's experience and local cost of labor.
Salary Range$80,000—$110,000 USD

Certified Financial Planner ®

<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 Develop customized and comprehensive financial plans to help clients achieve their goals</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 $90,000-$110,000 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

<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 $90,000-$110,000 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

<h3>Job Description</h3>
Job Description
<ul>
<li>Compensation: Base + Commission. On-target earnings up to $250,000+. Unlimited earning potential!</li>
<li>Location: Columbia, Maryland (Onsite work required). Relocation assistance is available!</li>
<li>Work Hours: Business Hours Monday - Friday, plus availability for leading evening seminars or meeting with clientele.</li>
<li>Job Type: Full-time W-2 position</li>
<li>Benefits:
<ul>
<li>401(k) with 4% match</li>
<li>All leads are provided and seminars are filled for you!</li>
<li>Hands-on comprehensive training and development</li>
<li>Administrative support with a dedicated Paraplanner (PP)</li>
<li>Flexible work-life balance</li>
<li>All overhead costs covered by SAM (marketing, office expenses, admin support, setting up seminars, etc.)</li>
<li>Family-oriented environment!</li>
</ul>
</li>
</ul>
Retirement Financial Planner Summary:
As a Financial Planner at Sentinel Asset Management, you're dedicated to fostering relationships and educating clients on what truly matters to them – financial stability and freedom. Your sense of accomplishment stems from aiding families in their financial pursuits, and this sense is palpable in every client interaction.
Sentinel Asset Management was established with the mission to guide clients across all aspects of their financial journeys. Our tailor-made programs aim to expand, safeguard, and preserve clients’ wealth through unmatched personalized service and expertise.
Retirement Financial Planner Responsibilities:
<ul>
<li>Meet with High-Quality Prospects (HQP) with a portfolio ranging from $500k to $12M+, understand their financial needs, and convert them into High-Quality Clients (HQC). The average client portfolio has $1.6mm in investable assets.</li>
<li>Conduct seminars with potential clients (filled through SAM's marketing efforts) to introduce our services, aiming to inform and invite them for personalized advisement meetings.</li>
<li>Employ your public speaking prowess to effectively educate clients about the most suitable service options.</li>
<li>Serve HQCs by providing personalized financial solutions and maintaining strong client relationships.</li>
<li>Dedicate 80%+ of working time to sales activities, including prospecting, client meetings, and relationship building.</li>
<li>Ensure less than 20% of working time is spent on administrative tasks such as writing plans or consulting with the team.</li>
<li>Lead a team consisting of a Paraplanner (PP) who manages paperwork, asset transfers, and assists with plan preparation.</li>
<li>Maintain compliance with laws, rules, and regulations, and adhere to company policy, considering risk appropriately in business decisions to safeguard the firm's reputation, assets, and clients.</li>
</ul>
Retirement Financial Planner Requirements:
<ul>
<li>Active State Life and Health License is a must.</li>
<li>Possession of a Series 65 or 66 (or willingness to take and pass the Series 65 test within 30 days of employment).</li>
<li>Prior experience in wealth or financial planning, advising, or life and/or annuity sales.</li>
<li>Strong ability to identify and engage with High-Quality Prospects (HQP) with investable assets ranging from $500k to $12M+.</li>
<li>Self-motivated and driven to exceed sales targets and earn substantial income (W2 income potential of $250k - $1mm+ based on performance).</li>
<li>Ability to work flexible hours, including 2 - 4 evenings per week for seminars, mandatory Friday office meetings, and to accommodate client availability.</li>
<li>Your strengths lie in relationship-building; you're an adept communicator with professional enthusiasm and genuine compassion for every client you serve.</li>
<li>Strong public speaking skills, as you'll be leading seminars.</li>
<li>Embrace the value of a team environment, displaying respect, compromise, and attentiveness to teammates and prospective clients' needs.</li>
<li>Self-driven, punctual, organized, and structured in managing your day, allowing for effective evening seminar scheduling.</li>
<li>Outstanding organization and attention to detail, maintaining focus and efficiency at all times.</li>
<li>Exceptionally self-aware, with an innate ability to discern client needs and read the room effectively.</li>
</ul>
Why Join Sentinel Asset Management:
Sentinel Asset Management's purpose is to comprehensively guide clients through their financial lives. Our expertise lies in crafting customized portfolios that align with investment goals, tax considerations, income needs, and risk tolerance. Our holistic approach encompasses retirement, wealth, tax, estate planning, legacy strategy, financial analysis, and more. We're dedicated to nurturing, protecting, and growing our clients' wealth, fostering unparalleled personalized service and expertise.
Our clients' success remains our paramount concern. We create the financial stability and security essential for achieving financial independence. Our commitment to long-term performance and stability supersedes short-term gains. We embody our beliefs and values, practicing the virtues necessary to uphold them. We prioritize transparency, attention to detail, and responsiveness to our clients' needs.
Candidates with experience in these roles are great fits for this job:
<ul>
<li>
Wealth Advisor, Financial Advisor, Life Insurance Sales, Life Insurance Planner, Fiduciary, IAR Representative, Annuity Salesperson, Financial or Insurance Wholesaler, Internal Financial or Insurance Wholesaler, Pharmaceutical Sales and more
</li>
</ul>

Retirement Financial Planner

<h3>Job Description</h3>
Job Description
Now Hiring: Financial Planner | Financial Advisor | Service Advisor Location: McDonough &amp; Fayetteville, GA Company: Integrated Financial Partners (IFP) Compensation: Competitive, based on experience + benefits
Integrated Financial Partners (IFP) is actively seeking a motivated and client-focused Financial Planner / Service Advisor to join our team in the Stockbridge and Fayetteville, GA areas.
We're looking for someone who is passionate about helping clients achieve their financial goals through sound planning and personalized advice.
Responsibilities:
<ul>
<li>
Work closely with clients to develop and manage comprehensive financial plans
</li>
<li>
Assist in portfolio reviews and investment analysis
</li>
<li>
Deliver exceptional client service and support
</li>
<li>
Collaborate with senior advisors and internal support teams
</li>
<li>
Maintain strong industry knowledge to stay current with financial planning strategies and regulations
</li>
</ul>
Requirements:
<ul>
<li>
Minimum 1 year of experience in financial services or planning
</li>
<li>
Series 7 license or CFP® eligible required
</li>
<li>
Excellent interpersonal and communication skills
</li>
<li>
Strong attention to detail and commitment to client service
</li>
<li>
Ability to work both independently and in a team setting
</li>
</ul>
At IFP, we offer a collaborative environment with room for growth and ongoing professional development.

Financial Planner | Financial Advisor | Service Advisor

<h3>Job Description</h3>
Job Description
Take Your Financial Planning Career to the Next Level Join a Firm That Listens, Leads, and Elevates
 
At Avion Wealth, we don't just manage wealth we cultivate confidence. Our mission is simple: empower our clients to make sound financial decisions by truly hearing them, understanding their unique goals, and managing every detail that matters. That same care extends to our team we're building a culture where you'll be seen, challenged, supported, and encouraged to grow.
We're currently looking for a Financial Planner / Relationship Manager who is passionate about serving high-net-worth clients, thrives in a collaborative team, and is eager to be part of a boutique firm that's growing fast and operating with purpose.
 
Why You'll Love Working Here
<ul>
<li>Make a meaningful impact on clients' lives by helping them achieve long-term financial success</li>
<li>Work alongside credentialed professionals who value integrity, growth, and empathy</li>
<li>Collaborate in a culture that encourages curiosity, generosity, and continuous improvement</li>
<li>Be seen and supported your ideas, initiative, and ambition won't go unnoticed</li>
</ul>
What You'll Do
As a key member of our Client Service Team, you will:
<ul>
<li>Partner with Wealth Managers to develop, present, and maintain customized financial plans</li>
<li>Act as a trusted point of contact for clients, delivering timely and accurate support</li>
<li>Analyze complex financial data to design and model wealth planning scenarios</li>
<li>Participate in client meetings and liaise with external professionals such as CPAs and attorneys</li>
<li>Oversee account administration, client onboarding, and ongoing service requests</li>
<li>Prepare trade recommendations and contribute to investment strategy discussions</li>
</ul>
What We're Looking For
Required:
<ul>
<li>Bachelor's Degree in Business, Finance, Financial Planning, Economics, or similar course of study</li>
<li>Minimum 1 year of related professional experience in financial services</li>
<li>Series 65 license (or actively pursuing) - must be licensed by 90 days of employment</li>
<li>Strong written and verbal communication skills</li>
<li>High attention to detail, excellent organization, and time management</li>
</ul>
Preferred:
<ul>
<li>CFP designation (or on growth plan)</li>
<li>Experience with Tamarac (Advisor View and CRM)</li>
<li>Experience working with high-net-worth clients or in a boutique advisory firm</li>
<li>Comfort with investment principles and portfolio implementation</li>
</ul>
Compensation &amp; Benefits
<ul>
<li>Salary: $65,000 $85,000 base + service-based overrides and bonus structure</li>
<li>Health Coverage: Medical, Dental, Vision</li>
<li>Retirement Plan: 401(k) with employer contribution + profit sharing</li>
<li>Disability Insurance and optional supplemental benefits</li>
<li>Work-Life Balance: Generous PTO, supportive leadership, and a people-first culture</li>
<li>Growth: Access to mentorship, continuing education, and advancement opportunities</li>
</ul>
Location &amp; Work Environment
This is a full-time, hybrid in-office/work-from-home position located in The Woodlands, TX. You'll enjoy a beautiful workspace, positive team energy, and the opportunity to build real relationships both with clients and coworkers.
 
Ready to Join Us?
If you're looking for a place to build your career with purpose and precision, we want to meet you.

Financial Planner / Relationship Manager

<h3>Job Description</h3>
Job DescriptionSalary: $75K Base with an 18 month break even on book transition 
RiversEdge Advisors is a financial planning firm in Wilmington, DE and we are seeking a Producing Financial Planner to join our team. We are a fee-based firm located right on the Christina River. The Producing Financial Planner will support our continued growth and to help manage existing client relationships. Find out more about us at our website: riversedgeadvisors.com
 
Responsibilities include:
<ul>
<li>Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.</li>
<li>Actively solicits new and existing financial planning and investments solutions from business owner, retiree, executive and young professional client segment</li>
<li>Based on individualized needs analysis, collaborates with Financial Advisory team to create recommendations for customized financial solutions to current and potential customers.</li>
<li>Profiles clients and deliver recommendations to ensure these needs are met.</li>
<li>Uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions.</li>
<li>Delivers a diversified set of investment and advice-based solutions with a financial planning mindset to meet the individualized investment needs of current and potential clients.</li>
<li>Increases assets under management by offering planning and investment solutions to clients and leveraging partnerships with centers of influence and current clients.</li>
<li>Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.</li>
<li>Follows firm process of regularly meeting with clients to make adjustments to strategies based on their current situation and goals.</li>
<li>Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations.</li>
<li>Maintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.</li>
<li>Understands and adheres to the companys risk and regulatory standards, policies, and controls. Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.</li>
<li>Completes other related duties as assigned.</li>
</ul>
 
Position Requirements:
<ul>
<li> Bachelors degree; preferably in business</li>
<li> Prior business development experience necessary (5+ years)</li>
<li> Must have or obtain appropriate investment licenses (within 90 days of hire)</li>
<li> Vast networking skills</li>
<li> Good written and verbal communication skills</li>
<li> Team player, collaborative, able to work with and through others</li>
<li> Desire/ability to work successfully in a small company environment</li>
<li> Familiarity with our current systems is a plus, but not required: RedTail, eMoney, Riskalyze, Schwab, Orion</li>
</ul>
Benefits:
<ul>
<li>The salary range for this position will be competitive with the market depending on experience and credentials</li>
<li>Competitive healthcare with company match to HSA</li>
<li>Ability to work remotely on an as-needed basis with manager approval</li>
<li>401(k) after one year of employment</li>
<li>Personal and bereavement leave</li>
<li>Upbeat and lively working environment </li>
</ul>
 
A background and credit check will be required. We are an Equal Opportunity Employer.

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