<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.

Financial Planner

<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. Having experience as a financial planner is a plus, but not required.
 
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. Full comprehensive worksite/ group product portfolio.</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:
$170,000 - $200,000 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>
<li>Hands-on comprehensive weekly training in the office/ remote</li>
</ul>
Qualifications:
<ul>
<li>Bachelor's degree in finance or related field</li>
<li>Experience in Financial Planning is a plus</li>
<li>Must be post-graduate</li>
<li>Life and Health License Required</li>
<li>SIE, Series 7, Series 63/65/66/(CFP not required but good to have. Firm-sponsored/ supplied licensing if needed)</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.

Experienced Financial Planner

<h3>Job Description</h3>
Job Description
We are seeking an Associate Financial Planner for our wealth management firm in our Bellevue Office. Candidates who thrive in a small firm environment and want to be involved in all aspects of the business are of high interest to us. At Mainspring Wealth Advisors, we emphasize care for our clients and are looking for team members who not only want to learn from our experienced advisors but also want to focus on strengthening our existing client relationships.
Position Overview 
This professional position will primarily focus on being part of a Lead Financial Planner Team in managing existing and new client relationships. You will be expected to assist in various tasks that build efficiency in the processes for the team as well as specific analytical projects using Microsoft Excel and company software. An adaptive and in-depth understanding of computer skills is essential for the position. Working knowledge of portfolio allocation, investment management, and general financial planning is expected. The Lead Financial Planner will be available to provide mentoring and big picture direction, but you are expected to have the foresight and ability to work independently and anticipate firm needs and client questions.
Initial Responsibilities: 
<ul>
<li>Assist in the preparation of client meetings and reviews, gathering information, and preparing reports.</li>
<li>Ensure follow-through on post-meeting tasks for the team, including but not limited to entering notes in CRM, creating Outlook tasks for team members and coordinating with outside professionals like Estate Planning Attorneys and CPAs.</li>
<li>Monitor the team mailbox to provide fast and high-quality service to clients. This would include but not limited to identifying tasks for team members and ensuring client is updated on status in a timely and efficient manner</li>
<li>Input data into the financial planning software and build strategies for the clients in conjunction with the team.</li>
<li>Conduct research and analysis on investment options and financial products based on the guidance of the Lead Advisor.</li>
<li>Support team members in handling paperwork and processing client transactions</li>
<li>Coordinate with other team members to ensure efficient workflow and client service.</li>
<li>Regularly monitor clients’ financial situations with attention to detail and accuracy</li>
</ul>
Potential Future Responsibilities: 
<ul>
<li>Assist in trading and rebalancing of client investment accounts</li>
<li>Prepare for and participate in client review meetings.</li>
</ul>
Key Qualifications: 
<ul>
<li>Self-starter, Organized with strong attention to detail</li>
<li>Strong financial and analytical skills</li>
<li>Problem solver, and a goal-oriented team player prepared with a ‘no job is beneath me’ mentality</li>
<li>Strong persuasive and interpersonal skills</li>
<li>Able to work independently and keep the Lead Financial Planner aware of progress and hurdles</li>
<li>B.A. or B.S. degree preferred</li>
<li>FINRA registration, including Series 7 and 66 (or FINRA recognized equivalents) required or ability to clear the tests within 6 months.</li>
</ul>
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Mainspring Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. For use with financial professionals only.
About Mainspring Wealth Advisors, LLC:
Mainspring Wealth Advisors, LLC is a fast-growing wealth management office with multiple locations in the Puget Sound area. At Mainspring Wealth Advisors LLC, we emphasize care for our clients, both internal and external, and are looking for candidates that not only want to learn from our experienced advisors, but also want to focus on strengthening our client relationships.
Company DescriptionMainspring Wealth Advisors, LLC is a fast-growing wealth management office with multiple locations in the Puget Sound area. At Mainspring Wealth Advisors LLC, we emphasize care for our clients, both internal and external, and are looking for candidates that not only want to learn from our experienced advisors, but also want to focus on strengthening our client relationships. Amazing culture and great leadership team. 
<h3>Company Description</h3>
Mainspring Wealth Advisors, LLC is a fast-growing wealth management office with multiple locations in the Puget Sound area. At Mainspring Wealth Advisors LLC, we emphasize care for our clients, both internal and external, and are looking for candidates that not only want to learn from our experienced advisors, but also want to focus on strengthening our client relationships.\r\n\r\nAmazing culture and great leadership team.

Associate Financial Planner

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

<h3>Job Description</h3>
Job 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.

<h3>Job Description</h3>
Job Description
Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Compensation:
$90,000 - $100,000
Responsibilities:
<ul>
<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>Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management</li>
<li>Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs</li>
<li>Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals</li>
</ul>
<ul>
<li>Training and Development:&nbsp;Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client</li>
<li>Expand Client Base:&nbsp;Actively grow your business by networking within your community and introducing potential clients to the wide range of financial services we offer.</li>
<li>Client Relationship Management:&nbsp;Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance.</li>
<li>Coachable and Open to Feedback:&nbsp;Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance.</li>
<li>Obtain FINRA License:&nbsp;Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry.</li>
<li>Financial Planning and Strategy:&nbsp;Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations.</li>
<li>Achieve Sales and Performance Goals:&nbsp;Meet and exceed performance targets by consistently growing your client base and offering valuable financial solutions.</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>A Bachelor’s degree in finance, business administration, or alternate related analytical field is required</li>
<li>Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred</li>
<li>Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired</li>
<li>Though not required, a valid FINRA Series 7 &amp; 63/66 license is considered a plus</li>
</ul>
<ul>
<li>Strong Communication Skills:&nbsp;Ability to clearly communicate financial concepts and advice to clients, building trust and rapport.</li>
<li>Eagerness to Learn:&nbsp;A willingness to continually develop financial knowledge and skills through training and mentorship.</li>
<li>Problem-Solving Ability:&nbsp;Strong analytical thinking to assess client needs and recommend suitable financial solutions.</li>
<li>Client-Focused:&nbsp;Demonstrated ability to understand client goals and provide personalized financial advice to help them achieve those objectives.</li>
<li>Education: a bachelor's degree in finance, business, economics, or a related field is preferred.</li>
<li>Prior Sales Experience (Preferred):&nbsp;While not required, prior experience in sales, customer service, or a similar role is a plus.</li>
</ul>
About Company 
Strategies for Wealth is a full-service financial planning firm with offices in Manhattan, Rye Brook, and throughout New England. With 90 years of experience, we help clients build wealth and protect against factors like taxes and inflation. As we expand, we’re seeking a motivated entry-level financial advisor to join our team. We prioritize a collaborative work culture and offer extensive training and mentorship to help new advisors succeed in the financial services industry.

<h3>Job Description</h3>
Job Description
Turn ambition into action.
Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact.
No Finance Experience? No problem!
<ul>
<li>Over 90% of our top advisors come from careers like Real Estate, Accounting, Education, and other industries outside of finance.</li>
<li>If you've built success in your current field and are ready for a new challenge, we'll provide the training, resources, and mentorship to help you thrive in financial services.</li>
</ul>
What we offer:
<ul>
<li>Enjoy the freedom to build your own career in a hybrid role - work remotely while benefiting from in-person trainings, team collaboration, and ongoing support from a Forbes Best Insurance Company.</li>
<li>Comprehensive benefits package, including health, dental, and vision insurance. 401(k) plan and group life insurance.</li>
<li>Training allowance and performance-based incentives.</li>
<li>Company-sponsored professional development opportunities.</li>
<li>Unlimited potential for advancement: We are looking for driven professionals ready to elevate their careers and step into leadership over time.</li>
</ul>
Why join Eastern Advisory Group?
<ul>
<li>With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848.</li>
<li>Fortune 500 Company - Backed by the strength and support of a nationally recognized company.</li>
<li>Forbes America's Best Insurance Companies Permanent Life 2025</li>
<li>Mission Driven - "Do good. Be good. Make good."</li>
</ul>
 
Our work environment requires occasional in-office presence, so candidates must be local to our office located at 410 Motor Parkway, 2nd Floor, Hauppauge NY, 11788. 
We can only consider applicants authorized to work in the United States.
Compensation:
$100,000+ OTE
Responsibilities:
<ul>
<li>Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management.</li>
<li>Serve as a collaborative team player willing to further develop through continued training opportunities.</li>
<li>Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor.</li>
<li>Consider clients’ life stages, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs.</li>
<li>Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals.</li>
<li>Complete Life and Health certification within 45 days.</li>
</ul>
Qualifications:
<ul>
<li>Long Island/Queens candidates only.</li>
<li>Previous Sales experience preferred.</li>
<li>Must be able to commute to Hauppauge, Long Island, for training.</li>
</ul>
About Company 
<ul>
<li>With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848.</li>
<li>Fortune 500 Company - Backed by the strength and support of a nationally recognized company.</li>
<li>Forbes America's Best Insurance Companies Permanent Life 2025</li>
<li>Mission Driven - "Do good. Be good. Make good."</li>
</ul>
Our work environment requires occasional in-office presence, so candidates must be local to our office located at 410 Motor Parkway, 2nd Floor, Hauppauge, NY, 11788.
We can only consider applicants authorized to work in the United States.

Financial Advisor/Financial Planner

<h3>Job Description</h3>
Job DescriptionBenefits: 
<ul>
<li>401(k) matching</li>
<li>Competitive salary</li>
<li>Dental insurance</li>
<li>Health insurance</li>
<li>Paid time off</li>
</ul>
 Job Title: Advanced Paraplanner / Associate Financial Planner Location: Edina, MN Job Type: Full-Time Reports To: Lead Financial Advisor / CFP Compensation: $65,000 $75,000 Based on Experience Job Summary We are seeking an experienced and highly skilled Advanced Paraplanner / Associate Financial Planner with 35 years of experience in financial planning to join our team in Edina, MN. This individual will play a key role in supporting lead advisors by preparing sophisticated financial plans, conducting in-depth analysis, and ensuring a seamless client experience. The ideal candidate is detail-oriented, self-motivated, and eager to contribute to a growing wealth management practice while working toward becoming a Lead Financial Planner or CFP. Key Responsibilities 
<ul>
<li>Prepare comprehensive financial plans, retirement projections, investment analyses, and insurance reviews.</li>
<li>Conduct advanced data entry, analysis, and scenario modeling using financial planning software (e.g., eMoney).</li>
<li>Lead the preparation of client meeting materials, executive summaries, and follow-up recommendations.</li>
<li>Work directly with clients to gather, review, and organize complex financial documents (tax returns, estate documents, account statements, insurance policies).</li>
<li>Draft and review client communications, ensuring clarity, accuracy, and professionalism.</li>
<li>Assist with portfolio reviews and coordinate with custodians (e.g., Schwab, Fidelity, LPL) for account openings, transfers, and implementation of investment recommendations.</li>
<li>Monitor client accounts, financial plans, and action items to ensure timely completion.</li>
<li>Maintain and optimize CRM records (e.g., Redtail, Wealthbox) and workflows.</li>
<li>Stay current on financial planning strategies, regulatory changes, and industry best practices.</li>
<li>Mentor and guide entry-level paraplanners or assistants as needed.</li>
</ul>
 Qualifications 
<ul>
<li>Bachelors degree in Financial Planning, Finance, Accounting, Economics, or related field.</li>
<li>35 years of experience in a financial planning, wealth management, or investment advisory firm.</li>
<li>CFP certification completed, or actively pursuing with substantial progress made.</li>
<li>Securities licenses preferred: SIE, Series 7, and Series 66</li>
<li>Life, Accident, and Health Insurance license preferred.</li>
<li>Advanced proficiency in financial planning software (eMoney, MoneyGuidePro, NaviPlan, or similar).</li>
<li>Strong working knowledge of CRM systems and custodial platforms.</li>
<li>Exceptional written and verbal communication skills, with the ability to explain complex concepts clearly.</li>
<li>Highly organized, detail-oriented, and able to manage multiple projects and deadlines independently.</li>
<li>Professional demeanor with a strong client-service mindset.</li>
</ul>
 Preferred But Not Required 
<ul>
<li>Prior experience creating advanced planning scenarios (estate planning, tax strategies, business succession, charitable giving).</li>
<li>Experience supporting or leading client meetings.</li>
<li>Familiarity with compliance requirements and documentation standards in a financial advisory firm.</li>
</ul>
 Benefits 
<ul>
<li>Competitive salary plus performance-based incentives.</li>
<li>Support for CFP continuing education, professional development, and industry designations.</li>
<li>Health insurance, retirement plan, and other standard benefits.</li>
<li>Opportunities for career growth with a clear path toward Lead Planner or Advisory roles.</li>
<li>Collaborative, client-centered team environment.</li>
</ul>

Advanced Financial Paraplanner / Associate Financial Planner

<h3>Job Description</h3>
Job Description
Aspire Capital&nbsp;is actively seeking a compassionate and motivated Strategic&nbsp;Financial Planner&nbsp;to join our remote team serving the&nbsp;Seattle, Washington&nbsp;region. This opportunity is ideal for individuals with a heart for helping families achieve lasting financial stability, while also building a rewarding and flexible career from home.
 
At Aspire Capital, we specialize in helping families navigate life’s financial milestones—from budgeting and debt management to college savings, retirement planning, and protection through insurance. You don’t need prior industry experience—our comprehensive training program equips you with everything you need to succeed. What matters most is your ability to connect, listen, and educate.
 
As a&nbsp;Financial Strategist, you’ll work closely with clients to assess their current financial situation, understand their goals, and offer personalized strategies to help them protect, grow, and preserve their wealth. This role also offers the unique opportunity to build your own agency using Aspire Capital’s proven platform, giving you a direct path to business ownership and leadership within a trusted and rapidly growing firm.
 
In order to be considered for this position, you must lawfully reside in the United States.
 
Income Model:
<ul>
<li>100% Performance-Based - with the ability to earn passive income with our agency-building model.</li>
<li>Earnings Potential: Upscale income, ranging from $2,000 to $25,000 per client or more.</li>
<li>Residual Income: Earn residual income on annual client contract anniversaries.</li>
<li>Passive Income: Build a passive income base through agency development.</li>
<li>Ownership: Gain equity assets.</li>
<li>Bonuses: Eligibility for additional bonuses.</li>
</ul>
Compensation:
$125,000 yearly
Responsibilities:
<ul>
<li>Receive mentorship and training on becoming a successful insurance producer. Learn about advanced sales strategies, market research, and the ins and outs of running a brokerage.</li>
<li>&nbsp;Understand clients' needs through consultations and recommend policies that suit their unique circumstances.</li>
<li>Conduct thorough assessments of clients' financial and insurance requirements, and recommend appropriate products that protect their assets and future.</li>
<li>Ensure consistent communication with clients to address any updates, policy changes, or additional needs, while maintaining high customer satisfaction.</li>
<li>Develop strong, long-term relationships with clients by understanding their insurance and financial needs and providing personalized solutions.</li>
</ul>
Qualifications:
Requirements:
<ul>
<li>Legal U.S. resident, citizen, and holds a valid SSN.</li>
<li>A soft background check is required.</li>
</ul>
 
 An ambitious spirit is essential.
 
Preferred Qualities:
We are looking for individuals who possess the following qualities and mindset:
<ul>
<li>Integrity and Honesty: You lead your life with strong ethical principles.</li>
<li>Mission-Driven: You genuinely believe in and support our mission and values.</li>
<li>Personal Growth: You are constantly striving for self-improvement and development.</li>
<li>Leadership Potential: You either have experience as a leader or are eager to develop leadership skills.</li>
<li>Self-motivated and Goal-Oriented: You are a proactive self-starter with a focus on achieving goals.</li>
</ul>
These qualities will help you thrive in our organization and contribute to the growth of both your career and our mission.
 
Work Style:
<ul>
<li>Ability to work independently while also being an effective team player.</li>
</ul>
About Company 
Our firm aims to empower individuals from diverse backgrounds. Our company's mission is to provide financial services with the necessary tools to help families secure better futures.
Moreover, we understand that knowledge is power, thus making our approach to consultations education-based. Compared to the traditional industry, our doors are open for all people throughout the financial spectrum, which truly solidifies our mission as a firm: "No family left behind."

Strategic Financial Planner

<h3>Job Description</h3>
Job Description
Aspire Capital&nbsp;is actively seeking a compassionate and motivated&nbsp;Family Financial Planner&nbsp;to join our remote team serving the&nbsp;Atlanta, Georgia&nbsp;region. This is an ideal opportunity for individuals with a heart for helping families achieve lasting financial stability, while also building a rewarding and flexible career from home.
 
At Aspire Capital, we specialize in helping families navigate life’s financial milestones—from budgeting and debt management to college savings, retirement planning, and protection through insurance. You don’t need prior industry experience—our comprehensive training program equips you with everything you need to succeed. What matters most is your ability to connect, listen, and educate.
 
In this role, you’ll work closely with clients to assess their current financial situation, understand their goals, and offer personalized strategies to help them protect, grow, and preserve their wealth. This role also offers the unique opportunity to nurture an agency using Aspire Capital’s proven platform, giving you a direct path to business ownership and leadership within a trusted and rapidly growing firm.
 
In order to be considered for this position, you must lawfully reside in the United States and submit to a soft background check.
 
Income Model:
<ul>
<li>100% Performance-Based with the ability to earn additional income with our agency-building model.</li>
<li>Earnings: Upscale income per client</li>
<li>Residual Income: Earn residuals on annual client contract anniversaries.</li>
<li>Additional Income: Build ongoing income base through agency development.</li>
<li>Ownership: Gain equity assets.</li>
<li>Bonuses: Eligibility for additional bonuses.</li>
</ul>
Compensation:
$125,000 at plan yearly
Responsibilities:
<ul>
<li>Ensure consistent communication with clients to address any updates, policy changes, or additional needs, while maintaining high customer satisfaction.</li>
<li>Develop strong, long-term relationships with clients by understanding their insurance and financial needs and providing personalized solutions.</li>
<li>Receive mentorship and training on becoming a successful insurance producer. Learn about advanced sales strategies, market research, and the ins and outs of running a brokerage.</li>
<li>Understand clients' needs through consultations and recommend policies that suit their unique circumstances.</li>
<li>Conduct thorough assessments of clients' financial and insurance requirements, and recommend appropriate products that protect their assets and future.</li>
</ul>
Qualifications:
<ul>
<li>Must be a legal U.S. resident, citizen, and hold a valid SSN.</li>
<li>A soft background check is required.</li>
</ul>
 
A motivated spirit is essential.
 
Preferred Qualities:
We are looking for individuals who possess the following qualities and mindset:
<ul>
<li>Integrity and Honesty: You lead your life with strong ethical principles.</li>
<li>Mission-Driven: You genuinely believe in and support our mission and values.</li>
<li>Personal Growth: You are constantly striving for self- improvement and development.</li>
<li>Leadership: You either have experience as a leader or are eager to develop leadership skills.</li>
<li>Self-motivated and Goal-Oriented: You are a proactive self-starter with a focus on achieving goals.</li>
</ul>
The above qualities will help you thrive in our organization and contribute to the growth of your career and the growth of our mission.
 
Work Style:
<ul>
<li>Ability to work independently while also being an effective team player.</li>
</ul>
About Company 
Our firm aims to empower individuals from diverse backgrounds. Our company's mission is to provide financial services with the necessary tools to help families secure better futures.
Moreover, we understand that knowledge is power, thus making our approach to consultations education-based. Compared to the traditional industry, our doors are open for all people throughout the financial spectrum, which truly solidifies our mission as a firm: "No family left behind."

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