<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 Description:
About Us
At Larson Financial Group, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personalized touch, and we're looking for a dedicated Financial Planner to join our growing St. Louis office. This is an exciting opportunity for a motivated individual who is passionate about financial planning, delivering exceptional client service, and building long-term relationships. 
About the Role
As a Financial Planner, you'll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, you'll be a key player in delivering a high-touch, concierge-style experience. You'll collaborate with advisors and internal teams to ensure client satisfaction while growing your own expertise and career in a fast-paced and supportive environment. 
Requirements:
What You'll Do
<ul>
<li>Prepare for and lead client meetings </li>
<li>Collect and organize client data to build financial plans </li>
<li>Construct insurance illustrations and financial scenarios </li>
<li>Communicate investment recommendations in collaboration with the advisory team </li>
<li>Track planning process milestones and follow up on action items </li>
<li>Deliver proactive, high-quality service to retain top clients </li>
<li>Maintain accurate data in CRM and financial planning software </li>
<li>Create thoughtful client "touches" to cultivate referrals </li>
<li>Manage onboarding and ongoing client service processes </li>
<li>Resolve client inquiries and provide trusted support </li>
</ul>
What We're Looking For
Qualifications
<ul>
<li>Minimum 2 years of experience in financial planning or a related field </li>
<li>Series 7 and 66 licenses required </li>
<li>CFP designation is a plus </li>
<li>Bachelor's degree or equivalent work experience </li>
<li>Familiarity with the insurance and financial services industry </li>
<li>Experience using Salesforce and financial planning software (e.g., eMoney, MoneyGuidePro) </li>
</ul>
Skills &amp; Attributes
<ul>
<li>Exceptional interpersonal skills, with the ability to build trust in-person, virtually, and by phone </li>
<li>Strong written and verbal communication skills with high attention to detail </li>
<li>Proficiency in Microsoft Office and Outlook </li>
<li>Professionalism in appearance, attitude, and work ethic </li>
<li>Adaptable, proactive, and comfortable working in a dynamic environment </li>
<li>Strong organizational skills with the ability to prioritize and follow through </li>
<li>Commitment to maintaining confidentiality and upholding regulatory standards </li>
</ul>
Why Join Larson Financial Group?
We offer a competitive benefits package and an engaging work culture that supports personal and professional growth: 
<ul>
<li>Profit Sharing Bonus Program </li>
<li>401(k) with Employer Match (up to 4%) </li>
<li>Comprehensive Medical, Dental, and Vision Insurance </li>
<li>Company-paid Long-term Disability, Life Insurance, and EAP </li>
<li>Voluntary Short-term Disability and Supplemental Insurance </li>
<li>Generous PTO (112 hours after 90 days) + 12 Paid Holidays </li>
<li>Training, Development, and Educational Opportunities </li>
<li>Company Events, Recognition Awards, and Team Activities </li>
</ul>
Ready to take the next step in your financial planning career? Apply now and become part of a team that values integrity, service, and meaningful client relationships. 
 
 
PIccf6f798ed7a-25405-37827349

<h3>Job Description</h3>
Job DescriptionSalary: 
Financial Planners help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there.
 
Our Financial Planners receive in-depth training, ongoing mentorship, and partner with industry experts to best serve our clients from a collaborative, holistic approach to building lasting relationships with our clients. Products that support personalized financial planning include (but not limited to): life insurance, disability insurance, long-term care, variable and income annuities, mutual funds, ETF portfolios, stocks, bonds, CDs, and more. 
 
This career offers you:
<ul>
<li>Stipends for training and licensing to help you get started.</li>
<li>The ability to positively impact someone else's life.</li>
<li>Personalized mentoring, coaching, and award-winning training programs.</li>
<li>Backing by Northwestern Mutual, an industry leader with a proven track record of success.</li>
</ul>
 
Can you see yourself helping others reach their financial goals?
Many people (50 percent) find their calling in financial services after working in other industries. Wondering if youd be a good fit? See how many of the characteristics below match up to you:
<ul>
<li>You know how to connect with people, building personal, trusted relationships.</li>
<li>Financial planning is interesting to you.</li>
<li>Youre a driven person whos committed to succeeding.</li>
<li>Youre ready to earn more for your hard work.</li>
<li>You enjoy helping people make more informed, confident decisions.</li>
<li>You're ready to live the life you want, both personally and professionally.</li>
</ul>
 
Comprehensive benefits package:
<ul>
<li>Comprehensive medical, dental, and vision insurance</li>
<li>Two funded pension plans</li>
<li>Life and disability insurance</li>
<li>Health care and dependent care reimbursement accounts</li>
<li>Adoption assistance</li>
<li>Reimbursement for licensing and ongoing education</li>
</ul>
 
We want people with different backgrounds and work experience, including but not limited to: financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers.
 
Recent Awards and Accolades:
-FORTUNE 97
-Unsurpassed Financial Strength with total company assets of $290 billion.
-96% of policy owners stay year after year.
-Top 10 Independent Broker-Dealer. Financial Advisor Magazine.
-$161 billion client assets held or managed by Northwestern Mutual.
-The largest direct provider of life insurance in the US.
-4.6+ million total clients.
-Industry leader in total dividend payout with over $6 billion.
 
Equal Employment Opportunity Policy:
Northwestern Mutual is an equal opportunity/affirmative action employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
The company prohibits discrimination based upon an individual's race, color, religion, creed, age, sex, disability, national origin, ancestry, ethnicity, sexual orientation, gender identity/expression, marital status, citizenship status or veteran status or any other characteristics protected by law.

<h3>Job Description</h3>
Job Description Description:
About Us
At Larson Financial Group, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personalized touch, and we're looking for a dedicated Financial Planner to join our growing Knoxville office. This is an exciting opportunity for a motivated individual who is passionate about financial planning, delivering exceptional client service, and building long-term relationships. 
 
About the Role
As a Financial Planner, you'll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, you'll be a key player in delivering a high-touch, concierge-style experience. You'll collaborate with advisors and internal teams to ensure client satisfaction while growing your own expertise and career in a fast-paced and supportive environment. 
Requirements:
What You'll Do
<ul>
<li>Prepare for and lead client meetings </li>
<li>Collect and organize client data to build financial plans </li>
<li>Construct insurance illustrations and financial scenarios </li>
<li>Communicate investment recommendations in collaboration with the advisory team </li>
<li>Track planning process milestones and follow up on action items </li>
<li>Deliver proactive, high-quality service to retain top clients </li>
<li>Maintain accurate data in CRM and financial planning software </li>
<li>Create thoughtful client "touches" to cultivate referrals </li>
<li>Manage onboarding and ongoing client service processes </li>
<li>Resolve client inquiries and provide trusted support </li>
</ul>
What We're Looking For
Qualifications
<ul>
<li>Minimum 2 years of experience in financial planning or a related field </li>
<li>Series 7 and 66 licenses required </li>
<li>CFP designation is a plus </li>
<li>Bachelor's degree or equivalent work experience </li>
<li>Familiarity with the insurance and financial services industry </li>
<li>Experience using Salesforce and financial planning software (e.g., eMoney, MoneyGuidePro) </li>
</ul>
Skills &amp; Attributes
<ul>
<li>Exceptional interpersonal skills, with the ability to build trust in-person, virtually, and by phone </li>
<li>Strong written and verbal communication skills with high attention to detail </li>
<li>Proficiency in Microsoft Office and Outlook </li>
<li>Professionalism in appearance, attitude, and work ethic </li>
<li>Adaptable, proactive, and comfortable working in a dynamic environment </li>
<li>Strong organizational skills with the ability to prioritize and follow through </li>
<li>Commitment to maintaining confidentiality and upholding regulatory standards </li>
</ul>
Why Join Larson Financial Group?
We offer a competitive benefits package and an engaging work culture that supports personal and professional growth: 
<ul>
<li>Profit Sharing Bonus Program </li>
<li>401(k) with Employer Match (up to 4%) </li>
<li>Comprehensive Medical, Dental, and Vision Insurance </li>
<li>Company-paid Long-term Disability, Life Insurance, and EAP </li>
<li>Voluntary Short-term Disability and Supplemental Insurance </li>
<li>Generous PTO (112 hours after 90 days) + 12 Paid Holidays </li>
<li>Training, Development, and Educational Opportunities </li>
<li>Company Events, Recognition Awards, and Team Activities </li>
</ul>
Ready to take the next step in your financial planning career?
Apply now and become part of a team that values integrity, service, and meaningful client relationships. 
 
 
PI46c06ff459e4-25405-37827032

<h3>Job Description</h3>
Job Description Description:
About Us
At Larson Financial Group, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personalized touch, and we're looking for a dedicated Financial Planner to join our growing St. Louis office. This is an exciting opportunity for a motivated individual who is passionate about financial planning, delivering exceptional client service, and building long-term relationships. 
About the Role
As a Financial Planner, you'll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, you'll be a key player in delivering a high-touch, concierge-style experience. You'll collaborate with advisors and internal teams to ensure client satisfaction while growing your own expertise and career in a fast-paced and supportive environment. 
Requirements:
What You'll Do
<ul>
<li>Prepare for and lead client meetings </li>
<li>Collect and organize client data to build financial plans </li>
<li>Construct insurance illustrations and financial scenarios </li>
<li>Communicate investment recommendations in collaboration with the advisory team </li>
<li>Track planning process milestones and follow up on action items </li>
<li>Deliver proactive, high-quality service to retain top clients </li>
<li>Maintain accurate data in CRM and financial planning software </li>
<li>Create thoughtful client "touches" to cultivate referrals </li>
<li>Manage onboarding and ongoing client service processes </li>
<li>Resolve client inquiries and provide trusted support </li>
</ul>
What We're Looking For
Qualifications
<ul>
<li>Minimum 2 years of experience in financial planning or a related field </li>
<li>Series 7 and 66 licenses required </li>
<li>CFP designation is a plus </li>
<li>Bachelor's degree or equivalent work experience </li>
<li>Familiarity with the insurance and financial services industry </li>
<li>Experience using Salesforce and financial planning software (e.g., eMoney, MoneyGuidePro) </li>
</ul>
Skills &amp; Attributes
<ul>
<li>Exceptional interpersonal skills, with the ability to build trust in-person, virtually, and by phone </li>
<li>Strong written and verbal communication skills with high attention to detail </li>
<li>Proficiency in Microsoft Office and Outlook </li>
<li>Professionalism in appearance, attitude, and work ethic </li>
<li>Adaptable, proactive, and comfortable working in a dynamic environment </li>
<li>Strong organizational skills with the ability to prioritize and follow through </li>
<li>Commitment to maintaining confidentiality and upholding regulatory standards </li>
</ul>
Why Join Larson Financial Group?
We offer a competitive benefits package and an engaging work culture that supports personal and professional growth: 
<ul>
<li>Profit Sharing Bonus Program </li>
<li>401(k) with Employer Match (up to 4%) </li>
<li>Comprehensive Medical, Dental, and Vision Insurance </li>
<li>Company-paid Long-term Disability, Life Insurance, and EAP </li>
<li>Voluntary Short-term Disability and Supplemental Insurance </li>
<li>Generous PTO (112 hours after 90 days) + 12 Paid Holidays </li>
<li>Training, Development, and Educational Opportunities </li>
<li>Company Events, Recognition Awards, and Team Activities </li>
</ul>
Ready to take the next step in your financial planning career? Apply now and become part of a team that values integrity, service, and meaningful client relationships. 
 
 
PIfd5207acf07b-25405-37827349

<h3>Job Description</h3>
Job Description Description:
About Us
At Larson Financial Group, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personalized touch, and we're looking for a dedicated Financial Planner to join our growing Knoxville office. This is an exciting opportunity for a motivated individual who is passionate about financial planning, delivering exceptional client service, and building long-term relationships. 
 
About the Role
As a Financial Planner, you'll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, you'll be a key player in delivering a high-touch, concierge-style experience. You'll collaborate with advisors and internal teams to ensure client satisfaction while growing your own expertise and career in a fast-paced and supportive environment. 
Requirements:
What You'll Do
<ul>
<li>Prepare for and lead client meetings </li>
<li>Collect and organize client data to build financial plans </li>
<li>Construct insurance illustrations and financial scenarios </li>
<li>Communicate investment recommendations in collaboration with the advisory team </li>
<li>Track planning process milestones and follow up on action items </li>
<li>Deliver proactive, high-quality service to retain top clients </li>
<li>Maintain accurate data in CRM and financial planning software </li>
<li>Create thoughtful client "touches" to cultivate referrals </li>
<li>Manage onboarding and ongoing client service processes </li>
<li>Resolve client inquiries and provide trusted support </li>
</ul>
What We're Looking For
Qualifications
<ul>
<li>Minimum 2 years of experience in financial planning or a related field </li>
<li>Series 7 and 66 licenses required </li>
<li>CFP designation is a plus </li>
<li>Bachelor's degree or equivalent work experience </li>
<li>Familiarity with the insurance and financial services industry </li>
<li>Experience using Salesforce and financial planning software (e.g., eMoney, MoneyGuidePro) </li>
</ul>
Skills &amp; Attributes
<ul>
<li>Exceptional interpersonal skills, with the ability to build trust in-person, virtually, and by phone </li>
<li>Strong written and verbal communication skills with high attention to detail </li>
<li>Proficiency in Microsoft Office and Outlook </li>
<li>Professionalism in appearance, attitude, and work ethic </li>
<li>Adaptable, proactive, and comfortable working in a dynamic environment </li>
<li>Strong organizational skills with the ability to prioritize and follow through </li>
<li>Commitment to maintaining confidentiality and upholding regulatory standards </li>
</ul>
Why Join Larson Financial Group?
We offer a competitive benefits package and an engaging work culture that supports personal and professional growth: 
<ul>
<li>Profit Sharing Bonus Program </li>
<li>401(k) with Employer Match (up to 4%) </li>
<li>Comprehensive Medical, Dental, and Vision Insurance </li>
<li>Company-paid Long-term Disability, Life Insurance, and EAP </li>
<li>Voluntary Short-term Disability and Supplemental Insurance </li>
<li>Generous PTO (112 hours after 90 days) + 12 Paid Holidays </li>
<li>Training, Development, and Educational Opportunities </li>
<li>Company Events, Recognition Awards, and Team Activities </li>
</ul>
Ready to take the next step in your financial planning career?
Apply now and become part of a team that values integrity, service, and meaningful client relationships. 
 
 
PIad97d9cc43a2-25405-37827032

<h3>Job Description</h3>
Job Description Description:
About Us
At Larson Financial Group, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personalized touch, and we're looking for a dedicated Financial Planner to join our growing St. Louis office. This is an exciting opportunity for a motivated individual who is passionate about financial planning, delivering exceptional client service, and building long-term relationships. 
About the Role
As a Financial Planner, you'll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, you'll be a key player in delivering a high-touch, concierge-style experience. You'll collaborate with advisors and internal teams to ensure client satisfaction while growing your own expertise and career in a fast-paced and supportive environment. 
Requirements:
What You'll Do
<ul>
<li>Prepare for and lead client meetings </li>
<li>Collect and organize client data to build financial plans </li>
<li>Construct insurance illustrations and financial scenarios </li>
<li>Communicate investment recommendations in collaboration with the advisory team </li>
<li>Track planning process milestones and follow up on action items </li>
<li>Deliver proactive, high-quality service to retain top clients </li>
<li>Maintain accurate data in CRM and financial planning software </li>
<li>Create thoughtful client "touches" to cultivate referrals </li>
<li>Manage onboarding and ongoing client service processes </li>
<li>Resolve client inquiries and provide trusted support </li>
</ul>
What We're Looking For
Qualifications
<ul>
<li>Minimum 2 years of experience in financial planning or a related field </li>
<li>Series 7 and 66 licenses required </li>
<li>CFP designation is a plus </li>
<li>Bachelor's degree or equivalent work experience </li>
<li>Familiarity with the insurance and financial services industry </li>
<li>Experience using Salesforce and financial planning software (e.g., eMoney, MoneyGuidePro) </li>
</ul>
Skills &amp; Attributes
<ul>
<li>Exceptional interpersonal skills, with the ability to build trust in-person, virtually, and by phone </li>
<li>Strong written and verbal communication skills with high attention to detail </li>
<li>Proficiency in Microsoft Office and Outlook </li>
<li>Professionalism in appearance, attitude, and work ethic </li>
<li>Adaptable, proactive, and comfortable working in a dynamic environment </li>
<li>Strong organizational skills with the ability to prioritize and follow through </li>
<li>Commitment to maintaining confidentiality and upholding regulatory standards </li>
</ul>
Why Join Larson Financial Group?
We offer a competitive benefits package and an engaging work culture that supports personal and professional growth: 
<ul>
<li>Profit Sharing Bonus Program </li>
<li>401(k) with Employer Match (up to 4%) </li>
<li>Comprehensive Medical, Dental, and Vision Insurance </li>
<li>Company-paid Long-term Disability, Life Insurance, and EAP </li>
<li>Voluntary Short-term Disability and Supplemental Insurance </li>
<li>Generous PTO (112 hours after 90 days) + 12 Paid Holidays </li>
<li>Training, Development, and Educational Opportunities </li>
<li>Company Events, Recognition Awards, and Team Activities </li>
</ul>
Ready to take the next step in your financial planning career? Apply now and become part of a team that values integrity, service, and meaningful client relationships. 
 
 
PIa459475d33da-25405-37827349

<h3>Job Description</h3>
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 opening for a motivated, highly personable 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>
 
The path to becoming a Financial Professional 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.
 
<ul>
<li>Prudential is an Employer that participates in E-Verify.</li>
</ul>

<h3>Job Description</h3>
Position Summary
The Financial Planner based out of Pittsburgh will be responsible for creating financial plans for clients. The creation of financial plans includes gathering client documents, data entering information into the financial planning software, collaborating with advisors to establish the client’s goals and discuss comprehensive financial planning topics, utilizing the financial planning software to create and finalize plans, and delivering financial plans to the advisor team. This role is expected to continue to grow their financial planning acumen through on-the-job training and learning as well as self-directed learning.
 
Primary Responsibilities
 
<ul>
<li>Collaborate with advisors and client relationship teams to gather financial statements and client information required to write a financial plan*</li>
<li>Interpret client financial statements and advisor meeting notes to prepare client data</li>
<li>Enter relevant client data into the financial planning software</li>
<li>Use the financial planning software to create financial summary reports</li>
<li>Meet with advisors to review summary reports and finalize the goals of financial plans</li>
<li>Finalize financial plans in the planning software </li>
<li>Collaborate with Financial Planning department teammates and the internal Compliance department to receive final approval on all financial planning documents prior to delivery to the advisory team</li>
<li>Ensure accuracy of data and language within planning documents by utilizing internal checklists and templates when applicable</li>
<li>Confirm current marketing materials, fund descriptions, and performance reports are being utilized in final planning documents</li>
</ul>
Qualifications
 
<ul>
<li>Bachelor’s degree in Finance, Business, Economics, or related field or</li>
<li>High School Diploma or equivalent AND 2 years of relevant experience (Registered Investment Advisor or Broker/Dealer is preferred) in a financial services environment is required</li>
<li>2 years of relevant experience is required</li>
<li>Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, and Outlook)</li>
<li>eMoney or similar financial planning software</li>
<li>Have an internal drive to take initiative and find solutions </li>
<li>High attention to detail and accuracy of data entry</li>
<li>Command of written language with very few grammatical mistakes</li>
<li>Strong verbal communication and a comfort level communicating with individuals at all levels of the organization</li>
<li>Ability to manage multiple concurrent objectives, projects, or activities, making effective judgments as to prioritizing and time management</li>
<li>Proven analytical and problem-solving skills</li>
<li>Demonstrated ability to take direction, work collaboratively within a team structure and across functional departments</li>
<li>Team player mindset with the ability to collaborate and coordinate with internal departments</li>
</ul>
 
Preferred Qualifications
 
<ul>
<li>CERTIFIED FINANCIAL PLANNER™ (CFP®) or a commitment to obtaining this designation within a specified time frame is strongly preferred</li>
<li>Experience in a Wealth Planning environment is preferred</li>
</ul>

<h3>Job Description</h3>
Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service.
 
Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional ways—with a singular focus.
 
Position Summary:
Chevy Chase Trust is seeking a seasoned professional Financial Planner who will deliver comprehensive, tailored financial planning to Chevy Chase Trust clients and prospects. The individual will work closely with a team of senior financial planners, business development officers, relationship managers, portfolio managers, estate planning attorneys and senior trust officer to assist in the acquisition of new clients and to retain, expand, and deepen existing relationships.
 
Summary of Competitive Benefits &amp; Perks:
<ul>
<li>Health/Medical Insurance including Dental and Vision</li>
<li>401(k) with company match</li>
<li>Paid time off</li>
<li>Bonus/Target Incentive</li>
<li>Tuition Reimbursement</li>
<li>Complimentary usage of modern in-house fitness center</li>
<li>On-premise full-service dining center discounts</li>
<li>Discounts via the company’s EAP</li>
<li>Monthly Employee Recognition Programs</li>
<li>Referral bonus</li>
<li>Pre-tax transportation options</li>
<li>Plus more!</li>
</ul>
 
Financial Planner, Duties &amp; Responsibilities: Areas of technical expertise should include:
Cash flow and scenario analyses:
<ul>
<li>Executive compensation</li>
<li>Retirement planning and funding sources</li>
<li>Insurance coverage and adequacy</li>
<li>Education planning</li>
<li>Estate planning</li>
</ul>
 
<ul>
<li>Prepare customized analyses to address one-off client questions and develop Excel spreadsheets to support results.</li>
<li>Work with CCT’s attorneys to map out advanced estate planning strategies and determine their long-term impact.</li>
<li>Help the financial planning group stay abreast of current issues in financial plannings as well as tax and estate/gift tax laws relevant to our business.</li>
<li>Collaborate with CCTs business development officers, relationship managers, portfolio managers, estate planning attorneys and senior trust officers to create and update financial plans.</li>
<li>Help senior planners with meeting follow-up, including following up with clients to ensure to-dos have been completed and asking clients for additional information as needed.</li>
<li>Assist in logging meetings and meeting notes in the CRM system.</li>
<li>Act as a specialist on general tax related matters as they come up.</li>
</ul>
 
Financial Planner, Selection Criteria:
<ul>
<li>5+ years of experience as a financial planner or in a similar field</li>
<li>Bachelor’s Degree is required. B.S. in Finance, Accounting or Economics preferred.</li>
<li>Certified Financial Planner (CFP®) certification is required</li>
<li>Will consider additional experience in lieu of education/certification</li>
<li>Outstanding written and oral communication skills</li>
<li>Ability to effectively interact with all levels of employees within the organization and with clients and their advisors</li>
<li>Excellent organizational skills and ability to prioritize multiple tasks</li>
<li>Strong attention to detail</li>
<li>Advanced proficiency with Microsoft Office (particularly Excel)</li>
<li>Ability to handle confidential information appropriately</li>
<li>Demonstrate reliability by following through on outstanding items and commitments and meeting deadlines</li>
</ul>
 
$85,000/year - $120,000/year
 
The actual base pay offered is determined by several variables, including, as appropriate, the applicant's qualifications for the position, years of relevant experience, distinctive skills, level of education attained, certifications or other professional licenses held. Base pay is one component of Chevy Chase Trust's total compensation package, which also includes access to or eligibility for healthcare benefits, a 401(k) plan, short-term and long-term disability coverage, basic life insurance, bonus plans and more.
 
Chevy Chase Trust is proud to be an equal opportunity workplace. We promote diversity and equality within all facets of our organization, and we foster an environment that recognizes employees’ unique skillsets and ensure that all employees have an equal opportunity to grow and advance.
 
If you are a candidate in need of assistance or an accommodation in the application process, please contact <a href="mailto:corporate.resumes@bfsaul.com" target="_blank">corporate.resumes@bfsaul.com</a> or 301-986-6000.
 
Equal Opportunity Employer/Veterans/Disabled

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