<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 DescriptionDescription:
Financial Planner- Certified Financial Planner® certification required.
 
Why Join Marshall+Sterling?
 As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most — so they can move forward with confidence. Our vision of creating a future that’s safer and more secure drives everything we do.
Innovation is not optional here — it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together — across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. 
At Marshall+Sterling, you’re not just joining a company — you’re joining a culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all.
 
We’re looking for a certified, dynamic and client-focused Financial Planning Professional to support our advisors in delivering tailored financial solutions. In this role, you’ll play a vital part in developing customized financial plans, analyzing data, and collaborating with advisors to ensure top-tier client service.
<ul>
<li>Work closely with clients to develop and implement comprehensive financial plans, investment analysis, retirement, tax planning, and more.</li>
<li>Assist advisors by preparing for client meetings, developing customized financial plans, and presenting them to both the advisor and client.</li>
<li>Stay informed on financial planning trends and industry best practices.</li>
<li>Keep up with industry trends and break down complex financial planning concepts into practical, easy-to-understand strategies for clients.</li>
<li>Partner with fellow employee-owners to create a supportive, team-oriented environment that enhances the client experience.</li>
<li>Discover new planning opportunities, including high-net-worth and tax-focused strategies.</li>
</ul>
Requirements:
<ul>
<li>Bachelor’s degree in Business, Finance, Economics, Psychology, or related experience. 3+ years of experience in financial services, specializing in financial planning.</li>
<li>CFP® certification required.</li>
<li>Strong knowledge of retirement strategies, wealth management, and risk assessment.</li>
<li>Proficiency in Microsoft Office, CRM platforms (preferably Redtail), and financial planning software (E-Money, Holistiplan).</li>
</ul>
 
Total Rewards Package: 
 
Compensation: $65,000 - $80,000 annually, based on experience and certification.
Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! 
 
Employee Stock Ownership Program
 
As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here’s what makes our ESOP so valuable:
<ul>
<li>Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company’s success.</li>
<li>Collaborative &amp; Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company’s growth and success.</li>
<li>No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment.</li>
</ul>
For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling
 
MS25 and LNK

<h3>Job Description</h3>
Job DescriptionBenefits: 
<ul>
<li>Deferred Comp Plan Potential</li>
<li>Private Office Expense Support</li>
<li>Mutual Fund Investment Plan</li>
<li>Pension Enhancement</li>
<li>401(k)</li>
<li>401(k) matching</li>
<li>Bonus based on performance</li>
<li>Company parties</li>
<li>Dental insurance</li>
<li>Flexible schedule</li>
<li>Health insurance</li>
<li>Opportunity for advancement</li>
<li>Training &amp; development</li>
<li>Vision insurance</li>
</ul>
 Regional Director Jason Kyle and his team are excited to drive growth across Florida, from the Gulf Coast to the Atlantic, and everywhere in between! With significant expansion underway throughout the state, we are actively seeking experienced Financial Planners to join our dynamic team. This is a unique opportunity to play a key role in shaping the future of our growing business and making a meaningful impact on communities across Florida. Our Differentiators: 
<ul>
<li>Open Architecture System: No proprietary or product requirements. We strongly believe in fiduciary responsibility, advisor autonomy, and a product agnostic approach by leading with financial planning and providing industry-leading support.</li>
<li>Advanced Technology: Advisors benefit from cutting-edge software and tools designed to streamline business operations and deliver an exceptional client experience.</li>
<li>Growth Opportunities: Buy books of business, build assets, or create a practice to sella rare path to long-term success.</li>
<li>Leadership and Management Potential: Earn additional bonuses by leading and developing teams.</li>
<li>FREE Leads: Access to 23+ high-quality lead programs, including warm leads and current clients, at NO cost to you.</li>
<li>Business Development Services: Back-office and administrative support to free up your time for growth.</li>
<li>Flexible Work Options: Enjoy the freedom to choose from office, remote, or hybrid work arrangements, providing the flexibility to tailor your work environment to your needs while maintaining access to the tools and infrastructure necessary for success.</li>
</ul>
About Prudential Regional Director, Jason Kyle: Jason offers financial planners an exciting opportunity to grow with a strong, well-supported practice expanding across Florida. With over 15 years of industry experience, Jason took on this role in September 2024, building on a financial services career that began in 2010. Outside of business, Jason is deeply committed to community involvement, serving as VP of Keep Tampa Bay Beautiful, an ambassador for the Chamber of Commerce, and founder of CLEAN, promoting environmental stewardship. Personally, a lifelong Chiefs and Cardinals fan, he also enjoys comic books, spending time with his family, snow skiing, and competing at pinball league nights. Follow this link to meet Jason on LinkedIn: <a href="https://www.linkedin.com/in/jasonkyle1/" target="_blank">https://www.linkedin.com/in/jasonkyle1/</a> With the Support of Prudential and LPL Financial: As part of a Fortune 100 financial services firm and one of the top independent broker-dealers in the Fortune 500, Prudential and its broker-dealer partner, LPL Financial, provide unparalleled resources and support to help financial planners thrive. This partnership ensures access to advanced tools, proven strategies, and a national network of experts, empowering you to deliver exceptional client outcomes while achieving personal career growth. Licensing and Education Requirements: We seek individuals committed to professional development who either hold or are actively pursuing these licenses to grow their careers in financial services: 
<ul>
<li>Series 7</li>
<li>Series 66</li>
<li>215 Life/Health Insurance License</li>
<li>4-year college degree (preferred)</li>
</ul>
Position Benefits and Compensation: 
<ul>
<li>401(k) with matching contributions</li>
<li>Cash Balance Pension Plan</li>
<li>Pension enhancement for top financial professionals</li>
<li>Private office expense support</li>
<li>Competitive compensation and bonuses</li>
<li>Expressed payouts on Life Insurance &amp; Annuity products</li>
<li>Deferred compensation plan for eligible financial professionals</li>
<li>Medical, dental, vision benefits &amp; healthcare reimbursement account</li>
<li>Life insurance, accident insurance, and disability income insurance coverage</li>
<li>Mutual fund investment plan</li>
<li>Business programs and conferences</li>
</ul>
Join Us in Making an Impact! We are a team dedicated to helping people achieve long-term financial security. If youre ready to make a difference and grow your career, consider joining Jason, Prudential, LPL Financial, and our dedicated local team today! Disclosure Statement: During the formal interview process, candidates will be introduced to the national financial services firm and broker-dealer designations that support this role. All business activities will align with the appropriate regulatory frameworks and firms behind this opportunity. 
Flexible work from home options available.

Established Financial Planner

<h3>Job Description</h3>
Job Description
We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!
Compensation:
$70,000 - $120,000 at plan
Responsibilities:
<ul>
<li>Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given</li>
<li>Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products</li>
<li>Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives</li>
<li>Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor</li>
<li>Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations</li>
</ul>
Qualifications:
<ul>
<li>Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred</li>
<li>Excellent math skills, relationship skills, communication skills, and customer service skills are crucial</li>
<li>Requires a Bachelor’s degree in finance, business administration, or related field</li>
<li>Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required</li>
<li>Knowledge of the financial industry, financial products, best practices, and tax regulations is desired</li>
</ul>
About Company 
Sagient’s mission is to provide financial security and peace of mind through our Insurance, LTC, Annuity, and Investment solutions.
We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanency of Mass Mutual and our commitment to doing the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1851, we’ve been doing just that.
Mass Mutual is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity Mass Mutual Insurance Company 1295 State Street Springfield, MA 01111-0001

Personal Financial Planner

<h3>Job Description</h3>
Job Description
The Financial Planner position is sales-oriented and client-facing, allowing you to build rapport and strong relationships with our clients. The Financial Planner must communicate effectively to ensure excellent service is provided to our clients.
WE PROVIDE OUR FINANCIAL PLANNERS WITH:
<ul>
<li>Office space at no cost</li>
<li>All marketing and leads at no cost</li>
<li>Proven Sales Process</li>
<li>Ongoing training and development</li>
</ul>
KEY RESPONSIBILITIES:
<ul>
<li>Create a relationship with our leads and yours to teach and convert prospects into clients</li>
<li>Lead and facilitate group educational workshops</li>
<li>Maximize relationships, create referrals and referral partnerships by providing exceptional customer service</li>
<li>Meet with current clients 1-2 times minimal per year to review plans and make adjustments accordingly</li>
<li>Enter and update client information in our CRM database</li>
<li>Complete administrative paperwork to fulfill client needs</li>
<li>Learn and follow our fee planning process, strategies, and philosophies, working collaboratively and respectfully with other Firm Planners and team members</li>
<li>Will have access to a host of tools to develop and grow your client base while sharpening your skills</li>
</ul>
OUR CULTURE CAN BE DESCRIBED AS:
<ul>
<li>People Oriented – supportive and relationship-focused</li>
<li>Innovative and willing to take risks</li>
<li>Confident and growth-oriented</li>
<li>Results-driven with a strong performance culture</li>
<li>Most importantly, we like to have FUN!</li>
</ul>
REQUIREMENTS:
<ul>
<li>5-7 years of Financial Services experience is required. Experience with insurance and/or annuities is a plus</li>
<li>This position requires Insurance and series 65 licensing to be obtained within the first 90 days of hire, if not already licensed</li>
</ul>
COMPENSATION AND BENEFITS:
<ul>
<li>Total compensation for our Financial Planners includes a base salary plus a lucrative Bonus Plan, ranging from $60,000-$200,000</li>
<li>Participate in our Stake in the Outcome (SITO) incentive program,</li>
<li>Comprehensive benefits package including Medical, Dental, Vision, Health Savings&nbsp;Account (HSA), Flexible Spending Account (FSA), Employer-paid Group Life Insurance and Accidental Death &amp; Dismemberment (AD&amp;D), Voluntary Group Life Insurance and AD&amp;D, short and long term disability, and various other supplementary benefits.</li>
<li>Employee wellness program and perks.</li>
<li>Generous Paid Time Off (PTO), with increased accrual based on length of tenure.</li>
<li>401k retirement plan eligibility after 1 year of service, with a 3% company contribution</li>
<li>Opportunities for professional development and advancement, including certifications and continuous learning related to your success in this role.</li>
<li>Parental Leave benefits.</li>
<li>Participation in our fun company events and gatherings, including our off-site team quarterly meetings, holiday and event celebrations, annual family picnic, Cardinals games in an all-inclusive party suite, volunteer events, and more!</li>
</ul>
SCHEDULE:
<ul>
<li>Flexible work schedule depending on clients’ needs</li>
<li>Some evenings and Saturdays</li>
<li>Work from our office in Des Peres, MO</li>
</ul>
 The Chamberlin Group was founded in early 2002, bringing 20+ years of tax and financial experience to our community. Facing the final year of a three-year market downturn, a necessity to provide more comprehensive planning and protection from economic disasters arose. Holistic Planning was born, putting the desires and dreams of main-stream Americans first. Among others, we serve people who are of retirement age and are transitioning from working to retirement. We believe in doing thorough research into our client's individual objectives and goals – customizing a Holistic Financial Plan for them and their families encompassing Tax, Estate, Insurance, Retirement and Income Planning. If this sounds like you, and a place you’d like to be at, we can’t wait to talk to you! Apply Today!
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sZoI5MMC5Y

<h3>Job Description</h3>
Job Description
The Financial Planner Opportunity
We’re looking for dedicated people with an agile and proactive mindset who want to help clients achieve their financial goals. Perhaps you are considering a career change or, if you are currently in the industry, you are seeking an opportunity to improve outcomes for yourself and clients. Becoming a financial Planner with Spence, Cassidy &amp; Associates requires a high degree of dedication, commitment, and effort. For the right individual, combined with our support, this will be a highly rewarding career both personally and professionally. We are committed to excellence. 
At Spence, Cassidy &amp; Associates, you build your practice on your terms – working directly with clients to develop relationships, provide comprehensive financial plans, and help them achieve financial confidence with their life-long financial goals. It’s a rewarding career and we invite you to explore the opportunity we offer:
<ul>
<li>Provide industry-leading training, support, and ongoing development throughout your career</li>
<li>Support you through a team of advanced financial planning experts and a network of wealth planning,and insurance planning specialists</li>
<li>Offer exceptional income potential, where your earnings are reflective of your efforts.</li>
<li>Encourage independence and work-life synergy as you plan your schedule</li>
</ul>
Benefits
<ul>
<li>Extremely Competitive Compensation Plan.</li>
<li>Medical Insurance.</li>
<li>Prescription Drug Insurance.</li>
<li>Health Savings Account (HSA).</li>
<li>Dental Insurance.</li>
<li>Vision Insurance.</li>
<li>Life Insurance.</li>
<li>Disability Insurance.</li>
<li>401k Matching Retirement Plan.</li>
<li>Errors &amp; Omissions Coverage.</li>
</ul>
About Us
Spence, Cassidy and Associates is a Dynamic group of Highly skilled and experienced Financial Advisors providing Financial, Estate and Business planning to their clients. We Recruit, Train, and Develop hard working, ethical individuals in the Financial Industry. Our company culture allows you to build a business for yourself but not by yourself and our team's expertise is here to support you as needed.
Opportunity awaits; join our team of Dynamic Financial Advisors!

<h3>Job Description</h3>
Job Description
The Financial Planner Opportunity
We’re looking for dedicated people with an agile and proactive mindset who want to help clients achieve their financial goals. Perhaps you are considering a career change or, if you are currently in the industry, you are seeking an opportunity to improve outcomes for yourself and clients. Becoming a financial Planner with Spence, Cassidy &amp; Associates requires a high degree of dedication, commitment, and effort. For the right individual, combined with our support, this will be a highly rewarding career both personally and professionally. We are committed to excellence. 
At Spence, Cassidy &amp; Associates, you build your practice on your terms – working directly with clients to develop relationships, provide comprehensive financial plans, and help them achieve financial confidence with their life-long financial goals. It’s a rewarding career and we invite you to explore the opportunity we offer:
<ul>
<li>Provide industry-leading training, support, and ongoing development throughout your career</li>
<li>Support you through a team of advanced financial planning experts and a network of wealth planning,and insurance planning specialists</li>
<li>Offer exceptional income potential, where your earnings are reflective of your efforts.</li>
<li>Encourage independence and work-life synergy as you plan your schedule</li>
</ul>
Benefits
<ul>
<li>Highly Competitive Compensation Plan.</li>
<li>Medical Insurance.</li>
<li>Prescription Drug Insurance.</li>
<li>Health Savings Account (HSA).</li>
<li>Dental Insurance.</li>
<li>Vision Insurance.</li>
<li>Life Insurance.</li>
<li>Disability Insurance.</li>
<li>401k Matching Retirement Plan.</li>
<li>Errors &amp; Omissions Coverage.</li>
</ul>
About Us
Spence, Cassidy and Associates is a Dynamic group of Highly skilled and experienced Financial Advisors providing Financial, Estate and Business planning to their clients. We Recruit, Train, and Develop hard working, ethical individuals in the Financial Industry. Our company culture allows you to build a business for yourself but not by yourself and our team's expertise is here to support you as needed.
Opportunity awaits; join our team of Dynamic Financial Advisors!

<h3>Job Description</h3>
Job Description
We are hiring Certified Financial Planners (CFPs) to join our growing RIA firm for our Financial Advisor role.
Why Apply?
Our client provides specialized support so that our Financial Advisors can spend their time where they need to – in front of clients, managing the client relationship, and providing comprehensive financial planning advice. Below are examples of how we provide support to our advisors:
<ul>
<li>Marketing &amp; Business Development – We generate the leads so that our advisors don’t have to invest their time on marketing efforts. This is done in various ways, including our educational classes and client events, as well as Your Money, Your Wealth® television, and radio shows. We have teams focused on marketing and business development to handle calls from numerous prospective clients – people that want to sit down with a CFP. We also set the appointments, so that the advisor can spend the time meeting with prospective clients, gaining a better understanding of their needs and how we can help them meet their financial goals.</li>
<li>Financial Planning – Our extensive Financial Planning department is comprised of dedicated CFPs and CPAs that partner with our advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life – We take a DEEP dive into planning.</li>
<li>Investment Management – Our trading department works with advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax-loss harvesting, asset location, etc.</li>
<li>Operations and Client Services – We have client service teams to handle everything – they work with the custodians to ensure all transactions are taken care of and take the paperwork off the advisor’s “to-do” list!</li>
<li>Unparalleled Professional Development – Advisors receive constant training on new laws, concepts, planning ideas, etc. We are dedicated to providing growth and development to not only our advisors but all members of our team.</li>
</ul>
Requirements:
<ul>
<li>Must have a CFP® credential plus 5 years of industry experience.</li>
<li>Ability to assess a prospective client’s needs and financial goals.</li>
<li>A solid understanding of retirement planning, estate planning, tax planning, cash flow, investment and asset allocation strategies, and risk management.</li>
<li>Effective with communication skills. </li>
<li>Ability to deliver comprehensive financial plans to clients.</li>
<li>Previous experience teaching classes or presenting is a plus</li>
</ul>

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