<h3>Job Description</h3>
Job Description
Purpose:
As part of the Wealth Management Client Experience Team, the Financial Planner is an integral role to clients and in business activities as they are one of three licensed professionals connected to clients of the firm who have an excess of $500,000 on platform. The Wealth Advisor leads the investment management portion of the relationship and is accountable for business development and new-client onboarding. The Financial Planner supports the Wealth Advisor by attending educational events and building deep relationships with each client to deliver a Raving Fan experience. The Financial Planner also works closely with the Wealth Manager as the primary support. This includes building and maintaining comprehensive financial plans presented by the Wealth Manager, coordination and oversight of planning implementation directly with the client and serving as the client’s main point of contact for ongoing services. Although the Financial Planner does not perform the ongoing services, they are the sole point of contact between the client and the firm regarding these services. This professional team, including the Financial Planner, has regular client interaction, proactive outbound calls, and active participation in Goal Review and Risk Audit meetings. The primary measurement of success for the Financial Planner is solving all proactive and reactive transactional client requests quickly and accurately with a high level of communication.
Job Responsibilities: 
<ul>
<li>Adherence to the Wealth Management core process, while providing proactive and reactive service for clients within the Credent Experience.</li>
<li>Meets with assigned clients a minimum of twice per year to foster and build long-term, trusting relationships through the Credent Experience.
<ul>
<li>Assist the Wealth Manager in the Risk Audit gap analysis for clients within the context of their goals and make appropriate recommendations and adjustments as necessary pertaining to insurance, estate, and taxes.</li>
<li>Assist the Wealth Manager in the Goal Review Meeting by guiding clients through a process of identifying and prioritizing financial and personal goals inclusive of retirement, college, major purchases, and miscellaneous planning needs. These plans are then stress tested and shared with the client.</li>
</ul>
</li>
<li>Serve as the client’s main point of contact for all questions regarding the online Credent Portal, ongoing services, and implementation of planning recommendations.</li>
<li>Conduct regular outbound calls to keep clients informed of ongoing services, RMDs, and planning implementation.</li>
<li>Participate in and support the Wealth Advisor at various firm-sponsored educational and social events with leads and clients.</li>
<li>Through deep relational knowledge, execute Raving Fan initiatives each week in cooperation with team members.</li>
<li>Work with team members in a way that is conducive with the mission, values, and beliefs of the company to provide client service beyond expectations.</li>
<li>Remain knowledgeable of the policies and regulations of the regulatory bodies to ensure compliance with all work activities as well as comply with company-wide policies and regulatory bodies.</li>
</ul>
Equipment Used:
<ul>
<li>Standard office equipment</li>
<li>Web conferencing software</li>
<li>Cloud-based storage software</li>
<li>Finance Planning Software</li>
<li>CRM Software</li>
<li>Microsoft Office Suite</li>
</ul>
Hours/Travel:
<ul>
<li>Monday through Friday; 8:00 am – 5:00 pm plus occasional evenings and weekends.</li>
<li>Meetings and events may require work outside normal office hours and outside of the office.</li>
</ul>
Knowledge, Skills, and Abilities:
<ul>
<li>Progressive analytical knowledge, client service, and interpersonal skills.</li>
<li>Excellent verbal, written, and presentation communication skills.</li>
<li>General understanding of account types (Roth, IRA, NQ, Trust, TODs, etc.).</li>
<li>Adaptable, detail-orientated, and creative problem-solving.</li>
<li>Ability to multitask, learn, and think beyond the current process.</li>
<li>Proficient in Microsoft Office suite.</li>
<li>Knowledge of different business and finance software.</li>
</ul>
Education:
<ul>
<li>Bachelor's degree required preferrable in Finance or Business Administration </li>
<li>CFP Preferred</li>
</ul>
Experience:
<ul>
<li>3+ years in Finance, Banking, Tax, accounting firms, or customer service-related field.</li>
</ul>
Series 65:
<ul>
<li>Series 65 or equivalent required.</li>
</ul>

Financial Planner

<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
Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today!
Compensation:
$60,000 - $70,000
Responsibilities:
<ul>
<li>Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations</li>
<li>Customize financial plans for each client based on potential life changes and changing financial needs</li>
<li>Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor</li>
<li>Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given</li>
<li>Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives</li>
</ul>
<ul>
<li>Work with the existing client base and lead flow to generate new business</li>
<li>Prospecting for clients through networking and referrals</li>
<li>Developing and maintaining long-term relationships with clients</li>
<li>Providing financial solutions for clients through fact-gathering and needs analysis</li>
<li>Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates</li>
</ul>
Qualifications:
<ul>
<li>Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital</li>
<li>Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary</li>
<li>Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential</li>
<li>Exemplary communication skills, math skills, relationship skills, and customer service skills are vital</li>
<li>Bachelor’s degree in business administration, finance, or related field is required</li>
</ul>
<ul>
<li>Must be Series 7/6, Series 63/66 licensed and 215 licensed</li>
<li>Strong interpersonal skills and customer service focus</li>
<li>Market development/networking abilities</li>
<li>BA, BS, and/or graduate degree or equivalent work experience required</li>
</ul>
About Company 
At Coastal Wealth, we’re more than a financial solutions firm — we’re your trusted partner committed to integrity, transparency, and ethical excellence. Celebrating diversity and fostering inclusivity, we bring together a team of experts dedicated to empowering your financial future.
Explore a world of tailored financial opportunities designed just for you. From personalized, comprehensive financial plans to investment strategies crafted to match your unique goals, we help you unlock the full potential of your wealth. Our strategic tax planning ensures you keep more of what you earn, while our extensive suite of services supports every facet of your financial life.
What sets us apart is our genuine care: we listen closely, offer thoughtful guidance, and prioritize the success of you, your family, and your business. With Coastal Wealth, embark on a personalized financial journey that’s as unique as your aspirations.

<h3>Job Description</h3>
Position Type: Regular Your 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.&nbsp;
This Financial Planner position is a specialist supporting broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help.&nbsp;
The Financial Planner works with Schwab Wealth Advisory Investment Advisors to provide comprehensive financial planning services for clients and prospects seeking advice on how to reach multiple goals. The financial plan includes a customized analysis to address client or prospective client goals, such as: retirement, college, risk management, asset allocation, and estate planning needs. After setting realistic expectations with the client or prospect, the Schwab Financial Planner prepares and presents a financial plan which will identify a client’s current situation, opportunities and gaps, and advise on specific steps to meet financial goals.&nbsp;
<ul>
<li>Providing exceptional on-going client support by handling day-to-day service requests via phone and email&nbsp;</li>
<li>Assisting clients in navigating and understanding Schwab’s website, proprietary investing tools, portfolio performance data and third-party research&nbsp;</li>
<li>Scheduling clients with their dedicated Portfolio Consultant for ongoing consultation regarding risk tolerance, asset allocation, advice strategy and how these factors impact the portfolio and investing goals&nbsp;</li>
<li>Collaborating to achieve efficient and effective practice management within a team-based environment&nbsp;</li>
</ul>
The Financial Planner is responsible for strengthening the relationship between Schwab and clients who have the need for advice on complex financial situations.  The financial planning process includes cultivating referral relationships with internal partners, supporting client relationships based on the needs of clients and partners, and working directly with clients to assess and advise on complex financial planning topics.  Candidates should have a strong background in client and practice management, presentation and communication skills, and expertise in the area of financial planning.&nbsp;
Responsibilities include; working with assigned internal Schwab departments (primarily the Branch and Schwab Wealth Advisory Investment Advisors) to cultivate a referral relationship. Interact directly with clients in delivering detailed and customized financial plans. Participate in ongoing personal development and training to continually grow as a professional and advisor. Participate in joint sales calls regarding Schwab’s financial planning capabilities.&nbsp;
What you have 
Requirements:
<ul>
<li>CFP® designation required&nbsp;</li>
<li>&nbsp;Active and valid FINRA Series 7 license required (may be obtained within the first 120 days condition of employment)</li>
<li>&nbsp;Active and valid FINRA Series 63/65 or 66 license required (may be obtained with 120 days condition of employment</li>
<li>Minimum 3+ years’ experience with creating and presenting complex/comprehensive financial plans&nbsp;</li>
<li>In-depth knowledge and demonstrated sales skills to close and sell financial planning services&nbsp;</li>
<li>Proven ability to manage multiple tasks and financial plans to ensure that an accurate final plan is delivered to each client/prospect in a timely manner.&nbsp;</li>
<li>Extensive knowledge and mastery of moving clients through complete and complex financial planning cycle&nbsp;</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.&nbsp;</li>
</ul>
 &nbsp;
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.&nbsp;
 What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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>

<h3>Job Description</h3>
Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, 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 permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard &amp; Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see <a href="http://fortune.com/fortune500/" target="_blank">http://fortune.com/fortune500/</a> Compensation:
$100,000 - $150,000 at plan
Responsibilities:
<ul>
<li>Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor</li>
<li>Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM </li>
<li>Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives</li>
<li>Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products</li>
<li>Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances</li>
</ul>
Qualifications:
<ul>
<li>Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required</li>
<li>Relationship management skills are required</li>
<li>Must have the ability to successfully network and prospect for new clients</li>
</ul>
<ul>
<li>Competitive</li>
<li>Enterprising</li>
<li>Coachable</li>
<li>Communicative</li>
<li>Self-disciplined</li>
<li>Authentic</li>
</ul>
 
What we’re looking for... 
<ul>
<li>We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses</li>
<li>This is not just a sales job—it’s a career with purpose and opportunity</li>
<li>You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college</li>
<li>Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction</li>
</ul>
About Company 
As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients’ interests and priorities. We have over 176 years of industry success. Some of our accolades include:
<ul>
<li>A promise to work with you to build a strong financial future for both you and your clients</li>
<li>#73 on Fortune 100 in 2020</li>
<li>A leading company with many agents qualifying for MDRT 2 year after year</li>
<li>Highest possible financial strength ratings currently awarded to any life insurer: Standard &amp; Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 9/12/19</li>
<li>Full benefits when hired and 3 separate pensions</li>
</ul>
New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity
Lance Gillman, Senior Partner, New York Life

<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/states 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 FPAs 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.

<h3>Job Description</h3>
Job Description
Job Description:
The Lead Planner is the relationship manager for around 100 clients and oversees revenue between $700-1.1M. The Lead Planner is responsible for providing advice on matters related to Financial Advising and Investment Management. These areas include cash flow and tax planning, retirement planning, estate planning, insurance planning, and investment management.
In addition to servicing clients, this individual will spend about 25% of their time on business development through relationship-building and identifying prospects matching our unique target clientele.
This role has a base alongside a bonus structure based on company profitability and revenue growth.
Essential functions and responsibilities:
· Cultivate and foster strong, lasting connections with clients.
· Develop comprehensive financial plans.
· Effectively analyze and interpret financial information.
· Evaluate clients' plans to identify gaps impacting their goals, and develop impactful strategies to close these gaps, empowering them to achieve success.
· Confidently convey complex strategies with clarity, both in spoken and written communication, to ensure your ideas are understood and impactful.
· Proactively respond to client inquiries as they arise to demonstrate our commitment to their satisfaction and strengthen our partnership.
· Position yourself as an essential contributor within the community by actively engaging in events and pursuing leadership opportunities.
· Drive new business opportunities and build strong, lasting relationships.
· Articulate client's compelling value proposition to prospects with confidence.
Supervisory responsibilities:
· Direct Reports: 0
· Indirect Reports: 0
Qualifications:
· Bachelor's degree required.
· CFP® required.
· Second designation or specialization required.
· 10 years of experience with a financial planning firm.
· Demonstrated success in driving sales and cultivating client relationships.
· Proficient in the use of Microsoft Office suite of products and financial calculators; ability to learn in-house programs and tools.
Critical success factors:
· Collaborative team player who contributes positively to the firm's culture.
· Quick and accurate responses to clients.
· Show initiative and generate ideas proactively.
· Reliable and follows through on commitments.
· Possesses strong analytical skills.
· Highly motivated
· Ability to meet sales goals
· Strong organizational and time-management skills.
· Strong written and verbal communication skills
· Comfortable with a flexible work atmosphere (office and off-site meetings)
Company DescriptionW3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more. We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies. Our Services W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates. We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding. We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software. Our Expertise W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right. 
<h3>Company Description</h3>
W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

<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.

<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!

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