<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>

Financial Planner

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

Financial Planner with Support

<h3>Job Description</h3>
Job Description
We are looking for an Associate Financial Planner to join our team in Dallas, Texas. In this role, you will assist in delivering comprehensive financial planning services to clients, including tax planning, investment analysis, and retirement strategy optimization. You will work closely with the Financial Planner and other team members to ensure seamless client support and accurate financial reporting.
 
Responsibilities:
• Prepare and update client consultation files in collaboration with the Data Input Specialist for annual meetings.
• Support the Financial Planner in identifying and implementing tailored planning opportunities for clients.
• Assist clients and the Financial Planner in executing financial strategies and recommendations throughout the year.
• Conduct reviews of annual income tax returns and develop accurate year-end tax projections.
• Perform financial analysis and tax planning for clients' business units to optimize outcomes.
• Participate in annual client meetings alongside the Financial Planner to discuss financial goals and progress.
• Review and reconcile current investment asset allocations to ensure alignment with client objectives.
• Analyze and optimize retirement plans based on annual goals and client-specific needs.
• Coordinate with internal teams and external vendors to facilitate the implementation of financial plans.
• Provide training and review the work of the Data Input Specialist to ensure accuracy and consistency.
• Bachelor's degree in finance, accounting, or a related field preferred.
• Proven experience in financial analysis, modeling, and planning.
• Strong knowledge of tax planning and preparation processes.
• Expertise in investment asset allocation and retirement planning strategies.
• Proficiency in data mining and variance analysis techniques.
• Ability to collaborate effectively with teams and external vendors.
• Detail-oriented with exceptional organizational skills.
• Strong communication skills to interact with clients and team members.

Associate Financial Planner

<h3>Job Description</h3>
Position Type: RegularYour opportunity 
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service &amp; Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. The Centralized Service &amp; Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they&nbsp;provide&nbsp;specialized products to meet income generation, risk mitigation, and liquidity needs.&nbsp;&nbsp;
Our opportunity:
Deliver comprehensive financial plans for the most sophisticated and complex client situations.&nbsp; Expert level knowledge and experience in delivering advice surrounding all critical wealth management issues.&nbsp; Provide strategic insight into initiatives and projects in order to help strengthen the Schwab Wealth Advisory offer.&nbsp; Deliver presentations in partner and client public speaking events. Cross enterprise subject matter expert to support business development, field integration and executive service initiatives. Mentor, coach, and support the growth of financial planning acumen with partners including Financial Consultants and Portfolio Consultants as appropriate.
Role requires expert-level comprehensive financial planning advice. Has broad cross-functional and business stakeholder influence and in-depth knowledge of comprehensive financial planning and wealth management disciplines, including estate planning, risk management and retirement income planning.&nbsp; Possess highly effective communication skills, emotional intelligence and the ability to work with clients in both large and small group settings.&nbsp; Act as a leader within the team and among business partners with influence that extends beyond the SWA specialty team sphere.
What you are good at:
As a Senior Financial Planner with Schwab Wealth Advisory, you will engage with partners and clients to understand the goals, wishes, and concerns of clients so that they can successfully plan their financial future. You will work with clients to provide confidence and clarity regarding their overall financial lives and provide impactful recommendations that ill benefit and help strengthen their overall plan.
Planning 
<ul>
<li>Quickly build rapport with clients and conduct discovery conversations to better understand their holistic financial needs. Demonstrate the value and importance of partnering with a CFP® professional on an ongoing basis.</li>
<li>Partner with clients to create, review and refine their overall financial roadmap and deliver their personalized financial plan.</li>
<li>Provide ongoing support for our clients beyond the initial appointment, including updating their financial plan to reflect changes in life and financial circumstance and determining the client’s ongoing appropriateness for the recommended investment allocation solution.</li>
</ul>
Partnering
<ul>
<li>Proactively engage partners to create awareness around our most comprehensive financial planning abilities.</li>
<li>Ensure a seamless delivery of our comprehensive wealth management approach while leveraging additional partners and resources as appropriate.</li>
</ul>
Time management / organization / ability to utilize new technologies. 
<ul>
<li>Proven track record to manage multiple tasks and priorities to ensure that an accurate final plan is delivered to each client/prospect in a timely manner.</li>
<li>Ability to coordinate meetings and presentations with business partners and clients.</li>
<li>Conduct follow-up appointment activities and connect clients with additional Schwab specialists and services</li>
</ul>
What you have 
To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
We place a premium on high performance, quality service and the ability to execute our strategy. Essential skills include:
<ul>
<li>Master’s level or equivalent Financial Planning-related designation</li>
<li>CFP® designation is required.</li>
<li>Active and valid FINRA Series 7 license required.</li>
<li>Active and valid FINRA Series 63/65 or 66 required</li>
<li>Bachelor’s degree required.</li>
<li>Minimum of 5 years financial services experience in addition to 2 years Financial Planning experience</li>
<li>Passion for financial planning to help clients manage their financial futures and build stronger relationships with clients.</li>
<li>Ability to articulate the value and importance of financial planning services.</li>
<li>Knowledge and ability to move clients through complete and complex financial planning cycle.</li>
<li>Ability to work effectively with internal and external partners to address clients/prospects financial needs and goals.</li>
<li>Excellent communication skills and ability to effectively communicate complex topics to clients.</li>
<li>Strong client services skills and ability to anticipate and resolve problems on own initiative.</li>
<li>Embrace an entrepreneurial and self-starter mentality.</li>
<li>Able to quickly learn new technology and utilize a variety of data and systems in order to proactively identify solutions to client financial needs.</li>
<li>Strong analytical skills and attention to detail in order to adhere to policies, procedures and guidelines.</li>
<li>Proven work ethic with a high level of integrity to build trust with our clients and internal partners.</li>
<li>Collaborative and relationship-focused work style with demonstrated success in a team-based environment.</li>
<li>Open to ongoing coaching and development to achieve positive client outcomes and achieve professional career aspirations.</li>
</ul>
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
 What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
<ul>
<li>401(k) with company match and Employee stock purchase plan</li>
<li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li>
<li>Paid parental leave and family building benefits</li>
<li>Tuition reimbursement</li>
<li>Health, dental, and vision insurance</li>
</ul>

Senior Financial Planner

<h3>Job Description</h3>
Job DescriptionJob 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 3–5 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>Bachelor’s degree in Financial Planning, Finance, Accounting, Economics, or related field.</li>
<li>3–5 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&nbsp;</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 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 Logistics Experience into Financial Services 
<ul>
<li>Leverage Your Strategic and Operational Expertise: Whether you're managing supply chains, coordinating complex shipments, or running a logistics-based business, youve honed problem-solving, strategic thinking, and operational execution. These are critical skills in financial services, where youll help clients navigate complex financial decisions and plan for the long haul.</li>
<li>Build Long-Term Client Relationships: In logistics, you know the importance of consistency, trust, and long-term relationships with clients, partners, and vendors. Financial services is no different. You'll work closely with individuals and families throughout their financial journey, providing trusted advice and building relationships that last for years.</li>
<li>See the Real-World Impact of Your Work: Just as youve seen your role directly impact the movement of goods and the success of a business, financial advising lets you see how your guidance leads to meaningful resultshelping people gain confidence in their financial future and achieve their goals.</li>
<li>Unlock Greater Career and Financial Rewards: Transitioning from logistics to financial services offers you an opportunity to take control of your income, make a lasting impact in peoples lives, and grow a purpose-driven business with long-term potential.</li>
</ul>
Our thriving offices are located: 
<ul>
<li>617 Stephenson Avenue, Suite 201, Savannah, GA 31405</li>
<li>20 Market Street, Suite 106, St. Simons Island, GA 31522</li>
</ul>
Meet Our Local Leaders: Caroline Dove, Managing Director: 
<ul>
<li>How long with NM: 16 years in the industry, 14 with NM (since college).</li>
<li>Prior to: Started as an Associate Advisor in college, then moved into Operations, recruiting, and leadership. Promoted to Managing Director in 2023.</li>
<li>Passionate about: Caroline values family time with her husband and 1-year-old daughter, exploring Savannahs historic spots. She enjoys golf, travel, and cheering for her SC Gamecocks. A bucket list item is meeting Dolly Parton. Caroline is committed to growing the firm with advisors seeking impact, income, and independence, and is active in Savannahs Women in Finance Group, Emerging Leaders Council, and Estate Planning Council.</li>
</ul>
Jack Green Jr., Certified Financial Planner: 
<ul>
<li>How long with NM: 21 years with NM.</li>
<li>Prior to: Started his career with NM immediately after college.</li>
<li>Passionate about: Jack is married with four kids (including twins). He enjoys golfing, fishing, skiing, and playing the guitar in his free time.</li>
</ul>
Adeline Branch, Financial Representative: 
<ul>
<li>How long with NM: 3 years.</li>
<li>Prior to: Prior to joining NM, Adeline worked at SunTrust Bank (now Truist) as a Medical Client Advisor in their Private Wealth Management division, where she worked exclusively with doctors and their families to address their financial needs, including banking, lending, and investments.</li>
<li>Passionate about: Adeline is passionate about her kids and enjoys watching them play sports and compete. A sports enthusiast, shes a fan of the Yankees, Knicks, and Giants. She and her wife also love traveling the country and experiencing new places.</li>
</ul>
Kirk Farkas, Associate Wealth Management Advisor: 
<ul>
<li>How long with NM: 2 years.</li>
<li>Prior to: Prior to joining NM, Kirk worked in P&amp;C Insurance and holds a BA in Political Science. The majority of his career was spent in legislation and policy within the Georgia Senate.</li>
<li>Passionate about: Kirk is passionate about his faith, spending time with his husband, and preparing for their baby on the way. Hes also a big fan of Georgia football.</li>
</ul>
Meghan Newell Growth &amp; Development Director, Financial Advisor: 
<ul>
<li>How long with NM: 8 years since March 2017.</li>
<li>Prior Experience: Owned her own business for 13 years, where she coached women on launching and growing their businesses. She also taught financial classes and guided individuals and couples on how to pay down debt efficiently.</li>
<li>Passionate about: Quality family time! Meghan loves spending time with her husband and two sons, especially when theyre hanging out by the pool or out on the boat enjoying the water.</li>
</ul>
About Us: At Northwestern Mutual Coastal Empire, were more than just a financial planning firmwere a values-driven team committed to empowering our advisors, clients, and community. With a strong foundation in excellence, growth, service, and integrity, we offer a collaborative, co-woman-led environment and a three-year development program designed to support long-term success. Our team is also passionate about giving back through regular service projects and partnerships with local nonprofits like Habitat for Humanity, Alexs Lemonade Stand Foundation, and Ronald McDonald House. If you're exploring whats next and want your work to truly matter, this could be the opportunity youve been looking for. Position Responsibilities for a Financial Representative: 
<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. Caroline Dove is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. 
Flexible work from home options available.

Financial Planner - Logistics Experience

<h3>Job Description</h3>
Job DescriptionBenefits: 
<ul>
<li>Competitive salary</li>
<li>Employee discounts</li>
<li>Health insurance</li>
<li>Paid time off</li>
</ul>
 Summary: Direct financial activities, such as planning, payroll, vendor reconciliation, procurement and reporting for the organization. Duties and Responsibilities include the following. Other duties may be assigned. 
<ol>
<li>Prepare or direct completion of weekly Payroll and related reporting .*</li>
<li>Stay informed and share with management current and changing employment and labor laws and regulations and establish company process and procedures to remain compliant.</li>
<li>Create and communicate organizational policies and procedures to comply with federal and state policies and directives, and current accounting standards.</li>
<li>Establish, maintain and lead financial planning &amp; analysis. Document and implement financial processes and procedures</li>
<li>Manages the payroll platform/HRS and training system and oversees company processes handled within the platform including training for managers and directors.</li>
<li>Perform financial reconciliations. Coordinate and direct the financial planning, budgeting, procurement, or investment activities for the organization</li>
<li>Collaborate with Bookkeeping and Accountant to ensure we are meeting all state and federal requirements.*</li>
<li>Establish process and oversees inventory control and correction.*</li>
<li>Responsible for managing company cash and cost analysis and makes appropriate and company-beneficial recommendations.</li>
<li>Oversee Vendor accounts, business activity reports, financial position forecasts, annual budgets, and reports required by regulatory agencies.</li>
<li>Conduct or coordinate audits of company accounts and financial transactions to ensure compliance.</li>
<li>Receive, record, and authorize requests for disbursements in accordance with company policies and procedures.</li>
<li>Develop and maintain strong relationships with banking, insurance, and external accounting partners to facilitate financial activities.</li>
<li>Develop internal control policies, guidelines, and procedures for activities, such as budget administration, cash and credit management, and accounting.*</li>
<li>Analyze the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed.*</li>
<li>Advise management on short-term and long-term financial objectives, policies, and actions.</li>
<li>Provide direction and assistance to other organizational units regarding accounting and budgeting policies and procedures and efficient control and utilization of financial resources.</li>
<li>Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met.</li>
<li>Other duties as assigned.</li>
</ol>
 Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education/Experience: Bachelors degree and five to ten years related experience and/or training; or equivalent combination of education and experience. CPA preferred. Computer Skills: To perform this job successfully, an individual should have knowledge of Microsoft Office; inventory, general accounting, point of sale software, and payroll software. Special Skills: Diligent Stringent Team player Leadership Organization Strong written communication skills Strong verbal communication skills Detail oriented Professional Certificates and Licenses: Supervisory Responsibilities: Directly supervises one employee. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee must occasionally lift and/or move up to 50 pounds. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl.

Financial Analyst & Planner

<h3>Job Description</h3>
Job Description
Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Financial planning is the foundation of Mercer Advisors. We believe that offering the correct investment advice requires a comprehensive financial plan. In the Senior Financial Planner I role, you will work as part of our Financial Planning Group, in collaboration with our advisor teams to create customized and comprehensive financial plans for clients. This position is best for a candidate who is advancing towards an advisor role or enjoys supporting efforts around the end client experience.
To succeed at this position, you need to be detailed, structured, process-oriented, analytical and have a high degree of follow-through and communication skills.
Essential Job Functions for the Senior Financial Planner I will include:
<ul>
<li>Support advisors through all stages of planning: preparation, updating, delivery, and implementation of financial plans based on the evolution of a clients' financial situation.</li>
<li>This includes preparing comprehensive financial plans in eMoney, portfolio analysis using Orion or Morningstar, tax planning with Holistiplan, and solving other modules using custom analysis tools in excel.</li>
<li>Partner with advisor teams to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future.</li>
<li>Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs.</li>
<li>Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client.</li>
<li>Keep current on financial planning topics including, but not limited to, wealth transfer strategies, complex retirement needs, Social Security, and tax planning.</li>
<li>Dispense financial planning advice in both supervised and unsupervised environments.</li>
<li>Deliver financial planning support that results in increased referrals and high client retention.</li>
<li>Ensuring adherence to company standards of client care, meetings, referrals and retention.</li>
<li>Co- present financial planning concepts and analysis with advisors. </li>
<li>Mentor, coach, and review output of other members of the Financial Planning Group.</li>
<li>Assist with creating and implementing procedures to improve efficiency and enhance client experiences.</li>
</ul>
Required Knowledge, Skills and Abilities:
<ul>
<li>Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)</li>
<li>Must have a Certified Financial Planner (CFP®) designation or must have a S65 and approved advanced certification or degree, such as Financial Paraplanner Qualified Professional (FPQP®) or Master's Degree in Financial Planning</li>
<li>Client facing experience with at least 6 years relevant experience preferred</li>
<li>Excellent verbal, written, analytical and organizational skills</li>
<li>Fluency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, Orion Risk Intelligence, Holistiplan, SS Analyzer).</li>
<li>Technical and analytical training and experience in financial planning</li>
<li>Demonstrated flexibility, versatility and ability to manage multiple priorities and deliver to tight deadlines in a team environment</li>
<li>Ability to work independently without close supervision managing and prioritizing deliverables</li>
<li>Must be highly flexible and confidential with all matters</li>
<li>Ability to travel up to 20% required</li>
</ul>
Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.
Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Travel assumed up to 20% of the time.
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
<ul>
<li>Company Paid Basic Life &amp; AD&amp;D Insurance</li>
<li>Company Paid Short-Term and Long-Term Disability Insurance</li>
<li>Supplemental Life &amp; AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance</li>
<li>Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.</li>
<li>Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.</li>
<li>Two comprehensive Dental Plans</li>
<li>Vision Insurance Plan</li>
<li>Dependent Care Savings Account for child and dependent care.</li>
<li>14 Company Paid Holidays with a full week off at Thanksgiving.</li>
<li>Generous paid time off program for vacation and sick days</li>
<li>Employee Assistance Plan</li>
<li>Family Medical Leave</li>
<li>Paid Parental Leave (6 weeks)</li>
<li>Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.</li>
<li>Adoption Assistance Reimbursement Program</li>
<li>Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.</li>
<li>401(k) Retirement Plan with both Traditional and Roth plans with per pay period match</li>
<li>Pet Insurance</li>
</ul>
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.

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