<h3>Job Description</h3>
Job Description
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 Description
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 $92,000- $122,000.. 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 Description
Golden Reserve is looking for an experienced financial retirement planner. We know the challenges you face to make it in the financial industry. Particularly, if you don't inherit a book of business, or your parents weren't a member of the right country club. We know about the empty promises you've probably heard to get you in the door but very little support and guidance once you get started.
 
Golden Reserve built our company on trying to not just change the financial industry for retirees – but also for the people we hire. We provide you with ALL of your leads from our TV &amp; Radio Shows
(<a href="https://www.youtube.com/channel/UCwCkZujo5qfXawlLRNHbdnw" target="_blank">https://www.youtube.com/channel/UCwCkZujo5qfXawlLRNHbdnw</a>), Seminars and Digital channels. Our services model combines our internal attorneys, CPAs and you, all under one roof.
 
And its working, Golden Reserve is one of the fastest growing companies across the Midwest, with 40+ offices in 9 states, and regularly recognized as one of the most innovative companies in the country.
 
We provide: 
· Salary – $125,000, increasing to $175,000 in Year 2, plus uncapped production, and bonus compensation in both years
· Prospects – you do NOT need to build or bring your own book of business; we provide you with ALL your pre-qualified leads
· Benefits – Generous PTO policy, Health Insurance, Dental Insurance, 401(k), &amp; Life Insurance
 
We expect: 
· Conversion: we deliver the leads – we expect you to win and convert them into clients
· Service: provide excellent customer service to your existing clients
· Commitment: we must earn your trust, but we expect every new team member to be committed to our new way of approaching financial services and our sales systems and training
If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume. 
BUT BEFORE YOU APPLY – this is NOT a typical financial services position – so if you want to learn more, check out: A Day in the Life of a Retirement Planner. And don't take our word for it, listen to our team share how Golden Reserve Changed their life, Retirement Planner Testimonials.
 
Click to see our Radio, TV &amp; YouTube shows (<a href="https://www.youtube.com/@expeditionretirement" target="_blank">https://www.youtube.com/@expeditionretirement</a>) and our CEO's Amazon bestselling book that defines our company's culture and mission – Fire Your Financial Advisor (<a href="http://www.fireyourfinancialadvisor.com" target="_blank">www.fireyourfinancialadvisor.com</a>).
 
You can also learn more at <a href="http://www.goldenreserve.com" target="_blank">www.goldenreserve.com</a>.
 
We require:
<ul>
<li>Three (3) years+ of new client meeting experience</li>
<li>State Life and Health Insurance Licenses</li>
<li>FINRA Series 65 registration, or equivalent</li>
<li>GRIT – we built this company brick by brick with a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter</li>
</ul>
 
PI2910e226ff00-25405-36971783

Retirement Planner/Financial Advisor

<h3>Job Description</h3>
Job Description
View Details about Capstone Las Vegas
 
Company Description
Capstone Partners Financial is a financial planning firm based in Las Vegas, NV, specializing in helping clients achieve financial stability and prepare for life's milestones. Our team of over 250 financial professionals provides customized financial solutions to clients across the Western United States. We are dedicated to offering personalized attention, insights, and guidance to help our clients overcome obstacles and reach their financial goals. We often refer to ourselves as “a different kind of firm” and nowhere is that more apparent than in our culture. Our goal is to be trusted partners; not only to our clients but to each other and our community. Our culture internally of sharing, collaboration, and teamwork makes a real difference.
Role Description
This is a full-time role for a Financial Planner at Capstone Partners Financial and Insurance Services. As a Financial Planner at Capstone Partners Financial, you will be responsible for providing comprehensive financial planning and guidance to clients with the support, training and mentorship from Senior Financial Professionals and our internal staff and resources here at Capstone Partners. You will work closely with clients to understand their financial goals and develop tailored strategies to help them achieve financial success. While the role is primarily located in our Las Vegas, NV, there is flexibility for some remote work.
Join our team of independent financial professionals dedicated to helping people achieve their financial aspirations. The ideal candidate will deliver personalized financial planning solutions to help clients work toward their short term and long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Your role will involve analyzing financial information, developing personalized strategies, and assisting clients in achieving their financial goals.
Responsibilities
<ul>
<li>Provide financial planning support to clients</li>
<li>Support investment and risk professionals to cultivate client relationships</li>
<li>Prepare financial plans and deliver</li>
<li>Build a clientele with our internal resources and support of Sr. Advisors/Marketing/Networking</li>
</ul>
Qualifications
<ul>
<li>Financial Planning and Retirement Planning skills</li>
<li>Experience in Investments and Finance</li>
<li>Wealth Management Services expertise</li>
<li>Strong analytical and problem-solving abilities</li>
<li>Excellent communication and interpersonal skills</li>
<li>Team-oriented, driven, and self-disciplined</li>
<li>Ability to build and maintain client relationships, outreach client acquisition</li>
<li>Knowledge of financial regulations and industry trends</li>
<li>Certifications such as Series 7, Series 6, 63, 65, 66, SIE, Life, Accident, CFP, CFA, or CPA are a plus</li>
<li>Bachelor's degree or higher</li>
</ul>
Benefits
<ul>
<li>Competitive performance-based compensation</li>
<li>Complete benefits package</li>
<li>Personalized and local training and support; 1-on-1 development meetings</li>
<li>In-house Directors of wealth management and fee-based financial planning</li>
<li>1099/W2/transition opportunity with bonus structure and incentives and recognition conferences</li>
</ul>

Financial Planner - Las Vegas, NV

<h3>Job Description</h3>
Job Description
Golden Reserve is looking for an experienced financial retirement planner for our location in Akron. We know the challenges you face to make it in the financial industry. Particularly, if you don't inherit a book of business, or your parents weren't a member of the right country club. We know about the empty promises you've probably heard to get you in the door but very little support and guidance once you get started. 
 
Golden Reserve built our company on trying to not just change the financial industry for retirees – but also for the people we hire. We provide you with ALL of your leads from our TV &amp; Radio Shows (<a href="https://www.youtube.com/channel/UCwCkZujo5qfXawlLRNHbdnw" target="_blank">https://www.youtube.com/channel/UCwCkZujo5qfXawlLRNHbdnw</a>), Seminars and Digital channels. 
 
Our services model combines our internal attorneys, CPAs and you, all under one roof. And its working, Golden Reserve is one of the fastest growing companies across the Midwest, with 40+ offices in 9 states, and regularly recognized as one of the most innovative companies in the country. 
 
We provide:
 
Salary:
<ul>
<li>Retirement Planner (2–4 years of client selling experience) - $125,000, increasing to $175,000 in Year 2</li>
<li>Senior Retirement Planner (5+ years of client selling experience) - $150,000, increasing to $200,000 in Year 2</li>
<li>Both include uncapped production, and bonus compensation</li>
</ul>
Prospects – you do NOT need to build or bring your own book of business; we provide you with ALL your pre-qualified leads· Benefits – Generous PTO policy, Health Insurance, Dental Insurance, 401(k), &amp; Life Insurance 
 
We expect:
 
· Conversion: we deliver the leads – we expect you to win and convert them into clients
· Service: provide excellent customer service to your existing clients
· Commitment: we must earn your trust, but we expect every new team member to be committed to our new way of approaching financial services and our sales systems and training 
 
We require:
<ul>
<li>Three (3) years+ of new client meeting experience</li>
<li>State Life and Health Insurance Licenses</li>
<li>FINRA Series 65 registration, or equivalent</li>
<li>GRIT – we built this company brick by brick with a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter</li>
</ul>
If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume. BUT BEFORE YOU APPLY – this is NOT a typical financial services position – so if you want to learn more, check out: A Day in the Life of a Retirement Planner. And don't take our word for it, listen to our team share how Golden Reserve Changed their life, Retirement Planner Testimonials. 
 
Click to see our Radio, TV &amp; YouTube shows (<a href="https://www.youtube.com/@expeditionretirement" target="_blank">https://www.youtube.com/@expeditionretirement</a>) and our CEO's Amazon bestselling book that defines our company's culture and mission – Fire Your Financial Advisor (<a href="http://www.fireyourfinancialadvisor.com" target="_blank">www.fireyourfinancialadvisor.com</a>).
 
You can also learn more at <a href="http://www.goldenreserve.com" target="_blank">www.goldenreserve.com</a>.
 
 
 
 
 
PIbcaf12a0a218-25405-37222672

<h3>Job Description</h3>
Job Description
Golden Reserve is looking for an experienced financial retirement planner for our locations in Dayton and Tipp City. We know the challenges you face to make it in the financial industry. Particularly, if you don't inherit a book of business, or your parents weren't a member of the right country club.
We know about the empty promises you've probably heard to get you in the door but very little support and guidance once you get started.
 
Golden Reserve built our company on trying to not just change the financial industry for retirees – but also for the people we hire. We provide you with ALL of your leads from our TV &amp; Radio Shows (<a href="https://www.youtube.com/channel/UCwCkZujo5qfXawlLRNHbdnw" target="_blank">https://www.youtube.com/channel/UCwCkZujo5qfXawlLRNHbdnw</a>), Seminars and Digital channels.
 
Our services model combines our internal attorneys, CPAs and you, all under one roof. And its working, Golden Reserve is one of the fastest growing companies across the Midwest, with 40+ offices in 9 states, and regularly recognized as one of the most innovative companies in the country.
 
We provide:
 Salary:
<ul>
<li>Retirement Planner (2–4 years of client selling experience) - $125,000, increasing to $175,000 in Year 2</li>
<li>Senior Retirement Planner (5+ years of client selling experience) - $150,000, increasing to $200,000 in Year 2</li>
<li>Both include uncapped production, and bonus compensation</li>
</ul>
Prospects – you do NOT need to build or bring your own book of business; we provide you with ALL your pre-qualified leads· Benefits – Generous PTO policy, Health Insurance, Dental Insurance, 401(k), &amp; Life Insurance
 
We expect:
 · Conversion: we deliver the leads – we expect you to win and convert them into clients
· Service: provide excellent customer service to your existing clients
· Commitment: we must earn your trust, but we expect every new team member to be committed to our new way of approaching financial services and our sales systems and training
 
If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume. BUT BEFORE YOU APPLY – this is NOT a typical financial services position – so if you want to learn more, check out: A Day in the Life of a Retirement Planner. And don't take our word for it, listen to our team share how Golden Reserve Changed their life, Retirement Planner Testimonials.
 
Click to see our Radio, TV &amp; YouTube shows (<a href="https://www.youtube.com/@expeditionretirement" target="_blank">https://www.youtube.com/@expeditionretirement</a>) and our CEO's Amazon bestselling book that defines our company's culture and mission – Fire Your Financial Advisor (<a href="http://www.fireyourfinancialadvisor.com" target="_blank">www.fireyourfinancialadvisor.com</a>).
 
You can also learn more at <a href="http://www.goldenreserve.com" target="_blank">www.goldenreserve.com</a>.
 
We require:
<ul>
<li>Three (3) years+ of new client meeting experience</li>
<li>State Life and Health Insurance Licenses</li>
<li>FINRA Series 65 registration, or equivalent</li>
<li>GRIT – we built this company brick by brick with a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter</li>
</ul>
 
PI4d085e7d43fb-25405-37192687

<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>
 Transition Your Teaching and Coaching Skills into Financial Services: 
<ul>
<li>Do Work That Matters: People are drawn to this career because it offers meaningful workthe kind that provides fulfillment through service to others. Thats why it resonates so deeply with the values teachers and coaches bring to the table.</li>
<li>Leverage Your Communication Expertise: As a teacher or coach, youve mastered the art of communicationwhether it's explaining complex concepts or motivating individuals. These skills are crucial in financial services, where you'll guide clients through important financial decisions that impact their lives.</li>
<li>Build Lifelong Relationships: In teaching and coaching, you connect with individuals over time, watching them grow and succeed. In financial services, you can continue fostering these long-term relationships, helping clients at each stage of their financial journey, and offering support that lasts a lifetime.</li>
<li>See the Impact of Your Work: Just as youve seen the difference youve made in the classroom or on the field, a career in financial services allows you to witness firsthand how your advice and guidance can lead to meaningful, lasting changes in your clients lives.</li>
<li>Achieve Greater Rewards: The transition from teaching or coaching to financial services offers the potential for not only a more fulfilling career, but also the opportunity to grow personally and professionallywhile building a future that reflects your values and goals.</li>
</ul>
Our thriving offices are located: 
<ul>
<li>Lincoln office: 2201 Woodlawn Road Lincoln IL 62656</li>
<li>Pittsfield office: 311 W Washington Street Pittsfield IL 62363</li>
<li>Jacksonville office: 606 E State Street Jacksonville IL 62650</li>
<li>Springfield Office: 2921 Greenbriar Drive, Suite A, Springfield IL 62704</li>
</ul>
Follow this link to hear more about Gina Cimineris Northwestern Mutual Experience: <a href="https://www.youtube.com/watch?v=-PAcM41CRes&amp;list=PLAFDBB5184E6F3603&amp;index=7" target="_blank">https://www.youtube.com/watch?v=-PAcM41CRes&amp;list=PLAFDBB5184E6F3603&amp;ind…</a> Meet Our Local Leaders: D. Patrick Scheina, CLU Managing Director and Wealth Management Advisor: 
<ul>
<li>Time with Northwestern Mutual: 22 years</li>
<li>Previous Experience: Worked as a Loss Prevention Safety Consultant with an insurance company before joining Northwestern Mutual. He graduated from Illinois State University with a Bachelor of Science.</li>
<li>Outside Interests: Patrick, his wife, and daughter enjoy spending time with family and friends, traveling, water recreation, and cooking. They are members of St. Peters Catholic Church, and Patrick also serves on the Sangamon County CEO Board.</li>
</ul>
Eli Cook Growth and Development Director: 
<ul>
<li>Time with Northwestern Mutual: 11 years</li>
<li>Previous Experience: Began his career with Northwestern Mutual as a College Financial Representative in 2014 and has grown within the organization ever since.</li>
<li>Outside Interests: Eli and his wife have been married since 2019 and have a cocker spaniel named Colby Jack. In his spare time, Eli enjoys hunting.</li>
</ul>
Brent Shunk Private Wealth Advisor: 
<ul>
<li>Time with Northwestern Mutual: 38 years</li>
<li>Previous Experience: Brent has spent his entire career with Northwestern Mutual.</li>
<li>Outside Interests: Brent and his wife love spending time with their grandkids in Illinois and Florida. They stay active with boating, hiking, travel, playing cards, dancing, attending Bible study, and enjoying their weekly date night.</li>
</ul>
Austin Shunk Private Wealth Advisor: 
<ul>
<li>Time with Northwestern Mutual: 13 years</li>
<li>Previous Experience: Austin has built his entire professional career with Northwestern Mutual.</li>
<li>Outside Interests: Austin enjoys spending time with his family, studying maps and the Bible, watching basketball, and playing chess. He also stays active by swimming, biking, and hiking.</li>
</ul>
Sheila Davidsmeyer Financial Advisor: 
<ul>
<li>Time with Northwestern Mutual: Over 27 years</li>
<li>Previous Experience: Sheila began her career at Northwestern Mutual in 1998 as an Associate Financial Representative and became a Financial Advisor in 2013. She holds a B.A. in Business Administration with a focus on Marketing from Olivet Nazarene University.</li>
<li>Outside Interests: Sheila loves spending time with her kids and is an enthusiastic supporter of local sports in Pittsfield, IL.</li>
</ul>
About Us: At Northwestern Mutual Central Illinois, we are driven by our core values of Courage, Passion, and Growth. Our team thrives in a professional yet relaxed environment, where collaboration, mentorship, and joint work are keyespecially during a new representatives first year. We offer dynamic coaching and accountability led by experienced advisors who are invested in your success. Beyond the office, were deeply committed to our community, proudly supporting organizations like HSHS St. Johns Childrens Hospital, Contact Ministries, the James Project, and Alexs Lemonade Stand. If youre looking to grow a meaningful career with purpose and impact, wed love to connect. Position Responsibilities for a Financial Planner: 
<ul>
<li>Educate clients on financial planning and insurance options.</li>
<li>Provide excellent customer service and build lasting relationships.</li>
<li>Collaborate with a local supportive team.</li>
</ul>
Position Requirements: 
<ul>
<li>Strong communication and interpersonal skills.</li>
<li>Goal-oriented with a desire to succeed.</li>
<li>Life insurance license and FINRA certifications (or willingness to obtain).</li>
</ul>
Our Unique Angle: Meticulous Training and Support We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results. Position Perks: 
<ul>
<li>Significant bonus opportunity commensurate with outcomes</li>
<li>Dental insurance</li>
<li>Health insurance</li>
<li>Life insurance</li>
<li>Retirement plan</li>
<li>Vision insurance</li>
<li>Ongoing professional development</li>
<li>Local culture of support and positive recognition </li>
</ul>
 Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Patrick Scheina is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. 
Flexible work from home options available.

Financial Planner - Seeking Former Educators/Coaches

<h3>Job Description</h3>
Overview: \nWe are seeking a dedicated and client-focused Associate Advisor to join a growing wealth management team. This role is designed for a CFP® professional looking to take the next step in their career by working closely with a seasoned Lead Advisor. The ideal candidate will gradually transition into managing an established book of business while contributing to the firm’s long-term growth and client service excellence.
\n\n
Key Responsibilities:
\n\n
<ul>\n\t
<li>\n\t
Client Relationship Management: Build strong relationships with clients while gradually transitioning into managing an existing portfolio.
\n\t\n\t</li>
<li>\n\t
Financial Planning: Collaborate with clients to assess their goals and create personalized financial strategies in areas such as investments, retirement, tax, and estate planning.
\n\t\n\t</li>
<li>\n\t
Ongoing Client Engagement: Conduct regular reviews, address client needs, and provide proactive recommendations.
\n\t\n\t</li>
<li>\n\t
Advisor Collaboration: Work closely with the Lead Advisor to ensure a seamless client experience during the transition period.
\n\t\n\t</li>
<li>\n\t
Business Development: Identify opportunities to deepen client relationships and generate referrals through excellent service.
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Compliance: Maintain thorough documentation and ensure all interactions align with regulatory and internal policies.
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</ul>
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Qualifications:
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CFP® certification required
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Series 65 or 66 required (Series 7 a plus)
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3–5+ years of experience in financial advisory or wealth management
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Proficiency with financial planning platforms (eMoney, Redtail, or similar)
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Bachelor’s degree in finance, business, or a related field
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Strong interpersonal, communication, and analytical skills
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Detail-oriented, adaptable, and genuinely motivated to help clients succeed
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Comfortable working full-time in a small, in-office team environment
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</ul>
\n \nMOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at <a href="mailto:hr@themohrgrp.com" target="_blank">hr@themohrgrp.com</a>

Financial Advisor and Planner

<h3>Job Description</h3>
Job Description
Job Description: Senior Financial Planner &amp; Tax Strategist
 
About the Role: We are looking for a Senior Financial Planner Tax Strategist to join our
wealth management firm. This person will replace a retiring team member and will play a critical
role in supporting our financial advisors and clients through strategic tax planning and wealth
management solutions.
 
Key Outcomes $ Responsibilities:
 Strategic Tax Planning: Provide accurate, proactive tax strategies that integrate
seamlessly with comprehensive wealth management plans. You'll evaluate scenarios
related to stock options, retirement planning, business planning, and other complex
financial decisions to maximize clients wealth retention.
 Client and Advisor Support: Act as the go-to expert for financial advisors and their
clients, clearly communicating complex tax and financial concepts, and assisting
advisors in client meetings to present solutions clearly and confidently.
 Problem Solving Research: Continuously research and stay current with evolving
tax laws, financial planning techniques, and market trends. Provide accurate, timely, and
innovative solutions tailored to clients unique situations.
 Team Collaboration: Work effectively within a team environment, especially during
periods of high activity, such as tax season and year-end planning. Contribute
proactively to the team culture and assist in mentoring junior staff as needed.
 
Success Metrics:
 Consistent delivery of accurate and innovative tax strategies.
 Positive feedback from financial advisors and clients regarding clarity and effectiveness
of communication.
 Strong team collaboration, particularly during high-demand periods.
 
Qualifications:
 Minimum 5 years of substantial tax experience (CPA preferred).
 Ability and willingness to expand expertise into comprehensive financial planning.
 Excellent communication and client interaction skills.
 Strong analytical, research, and strategic thinking capabilities.
 
Compensation &amp; Benefits:
 Salary Range: $120,000-$20180,000 depending on experience.
 Annual profit-sharing retirement contribution (4-5%).
 Unlimited PTO (with manager approval).
 Health and dental benefits contribution ($3,000/year, possibly likely increasing to full
individual coverage).
 Catered daily lunches, monthly happy hours, quarterly team events, and an annual
retreat focused on team building.
 
This role offers a unique opportunity to leverage your tax expertise while growing into a strategic
wealth management role without the burnout of a traditional tax-season workload.

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