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Director of Advancement | Southeast Land Trust of New Hampshire | Epping, NH About SELT The Southeast Land Trust of New Hampshire (SELT) protects and sustains the significant lands in our communities for clean water, outdoor recreation, fresh food, wildlife, and healthy forests. Founded in 1980, SELT has partnered with landowners and communities throughout its 52-community region to conserve more than 28,000 acres through conservation easements and fee ownerships. These lands include 11,000+ acres owned by SELT, with over 70 miles of woods roads and trails open to the public for year-round recreation. SELT is accredited by the Land Trust Accreditation Commission and has active programs in land conservation, easement stewardship, land management, community outreach, and nature-based education. Guided by its 2024–2030 Strategic Plan, SELT is pursuing an ambitious vision that includes conserving an additional 15,000 acres, expanding access in underserved communities, protecting land of importance to and in cooperation with Black, Indigenous, and people of color, and creating ecological and recreational corridors such as the Pawtuckaway to Great Bay Greenway. The plan also explores intersections between land protection and community needs such as climate resilience and affordable housing. SELT's Nature is for Everyone initiative works to remove barriers to access, improve trail accessibility, and honor the full history of the lands it stewards. SELT also engages the next generation through its All-Terrain Learning Adventures (ATLAS) program, which connects youth with nature through hands-on exploration and partnerships with local schools and UNH Extension. SELT's offices are located at the beautiful, net-zero Nan and George Mathey Center for People and Nature, situated on the 237-acre Burley Farms in Epping, NH. The property is part of a conserved block of more than 500 acres along the Wild and Scenic Lamprey River, offering staff, students, and visitors access to miles of trails for hiking, birdwatching, and more For more information about SELT, please visit <a href="https://apptrkr.com/get_redirect.php?id=6141095&amp;targetURL=https://seltnh.org/" target="_blank">https://seltnh.org/</a>. About Philanthropy at SELT: Philanthropy at SELT is collaborative and mission-aligned—bringing together board members, staff, and donors to build lasting relationships and ensure SELT's ability to protect and care for the region's most treasured landscapes for generations to come. The organization engages a wide network of supporters through major gifts, planned giving, membership, and institutional partnerships. Donors are inspired not just by the outcomes of SELT's work, but by the opportunity to be active partners in shaping a healthier, more inclusive, and more resilient future for the communities SELT serves. No matter a person's ability, background, or circumstance, SELT believes all should have the opportunity to experience the wonder of the natural world. In FY 2024, total revenue increased by more than 11% over FY 2023. Annual contributions, corporate gifts, and membership dues totaled $1,079,930, 18.56% higher than FY24. Grant revenue for annual operating purposes totaled $277,403. Private contributions for conservation capital acquisitions totaled nearly $2.3 million, demonstrating the strength of the fundraising program at SELT as well as the deep commitment of its supporters. While the greatest number of gifts come from individuals contributing less than $500—reflecting a strong base of grassroots support— the majority of the total funds raised come from supporters at the $50,000+ level who have a deep commitment to helping to fund land acquisition, easement stewardship, and community-centered conservation projects. About the Position The Advancement Director is a senior leadership role responsible for the strategic vision and management of SELT's vibrant and successful fundraising and donor engagement programs. This position leads efforts to secure the philanthropic resources necessary to advance the organization's mission by leading major gifts, planned giving, and place-based capital campaigns, overseeing membership programs, and collaborating on foundation and corporate relations. The Advancement Director works closely with the Executive Director, Board members, and staff to deepen donor relationships and grow philanthropic support of SELT. SELT has set the ambitious goal to increase participation among the general and major donor pool by 50% by the year 2030 to support the visionary Strategic Plan. In addition, SELT anticipates launching a comprehensive campaign in the next 2-3 years. These endeavors, including contracting professional counsel to advise SELT on growth and campaign strategies, will be led by the Advancement Director. Key Responsibilities Fundraising Strategy and Leadership: • Develop, manage, and implement a comprehensive fundraising strategy aligned with SELT's organizational goals. • Set annual engagement and revenue targets; track and report progress regularly. •Partner with the Executive Director, Leadership Team, and Board to foster a culture of philanthropy throughout the organization and SELT's donor community. Leadership and Major Gifts: • Lead SELT's major gift program (SELTie Conservation Circle), identifying and engaging high-potential donors to build long-term relationships that result in significant contributions to support SELT's annual operations, land conservation projects, and select programs. • Manage and grow a personal portfolio of major donors; regularly solicit and secure gifts in the four- to seven-figure range. • Support the Executive Director's cultivation, stewardship, and solicitation of major donors through the development and management of a portfolio, strategy development, material and donor visit preparation, and regular donor outreach. • Design and manage capital campaigns, major fundraising initiatives, and micro-campaigns, as needed, for place-based conservation priorities such as Merrymeeting Clean Forever and the 100-Acre Woods, coordinating across departments and with consultants as needed. • Manage Advancement's extensive operations, including two direct reports, to meet ambitious annual and project-based goals. •Oversee donor data management (Salesforce), including analyzing metrics and reporting on donor giving trends to course correct as needed and refine strategy to increase impact. Planned Giving: • Continue to grow SELT's planned giving program (Conservation Legacy Society) to secure increased long-term support. • Understand simple and complex planned giving vehicles to educate and inform donors of the options to support SELT while meeting personal estate planning needs. • Recognize and steward relationships with donors who have made planned gifts. • Identify and cultivate new planned giving prospects to secure gifts at the 5 – 7-figure range as part of major donor portfolio management. • Engage with professional advisors (e.g., estate planners, financial advisors) to support planned gift arrangements. • Develop and manage planned giving events and marketing materials to raise awareness about estate gift options among donors and external professionals such as realtors, CPAs, and financial advisors. Foundation and Membership Support: • In collaboration with the Outreach and Education Director, identify and pursue foundation funding opportunities; maintain select institutional donor relationships. • Oversee administration of SELT's membership program, including appeals, communications, and events to deepen member engagement. Ensure a seamless integration of membership efforts with overall fundraising strategy. • Plan and implement membership growth strategies to help SELT achieve a 50% increase in its donor base by 2030. Strategic Leadership and Team Management: • Serve on the Leadership Team, contributing to strategic planning, organizational development, and operational decision-making. • Supervise advancement staff and consultants, fostering a collaborative and results-driven work culture. • Support Board committees related to fundraising and development and engage Board members in donor cultivation and solicitation efforts. • Conduct fundraising practices in accordance with the Donor Bill of Rights and to the highest ethical standards to gain and maintain the trust of SELT's supporters. • Ensure compliance with applicable Land Trust Alliance Standards and Practices and requirements of the Land Trust Accreditation Commission. Key Qualifications, Skills and Competencies: • Deep commitment to SELT's mission and a passion for land conservation and the natural world. • 10+ years of progressive experience in fundraising, including major gifts, planned giving, and capital campaigns. • Proven track record of securing six- and seven-figure gifts from both new and established donors. • Deep expertise in donor cultivation, solicitation, and stewardship best practices. • Strategic thinker with a track record of developing successful and engaging fundraising initiatives. • Experience cultivating and developing relationships and community-based partnerships with people of diverse socioeconomic and political backgrounds. • Experience supervising staff, leading teams, and motivating volunteers in a collaborative, high achieving environment. • Exceptional interpersonal, relationship-building, and communication skills. •Ability to present an organization to a broad audience and speak publicly and engagingly about its vision, mission, initiatives, and impact. • Excellent organizational and project management skills, with attention to detail and the ability to manage multiple priorities. • Proficiency in Microsoft Office and donor management systems (Salesforce experience preferred); familiarity with fundraising analytics tools. • Background in land conservation, environmental nonprofits, or related sectors is preferred. • Bachelor's degree in a relevant field (e.g., fundraising, communications, business); Master's degree preferred. Compensation: The Director of Advancement position has a salary of $125,000+ commensurate with experience. Benefits package includes health insurance plan; long-term and short-term disability insurance; employer match to 403(b)(7) retirement plan; and paid vacation, sick time, and holidays. Free solar-powered EV charging is available on site for SELT employees. Work Conditions and Physical Demands: This role is onsite. May work one day a week remotely; additional remote workdays are negotiable. Occasional travel is required, with select night meetings and weekend assignments. Work is performed in a normal office environment and is not subject to extremes of noise, temperature, odor, etc. The person in this position operates computers, printers, photocopiers, and basic office equipment. Work requires repetitive motion in the use of computer, keyboard, and mouse. The Southeast Land Trust of New Hampshire is an equal opportunity employer. SELT is committed to creating an inclusive environment for its employees and is actively engaged in ensuring that its properties, activities and events are welcoming and accessible to all. To express interest in the position, please submit your cover letter and resume in confidence <a href="https://apptrkr.com/6141095" target="_blank">here.</a> For more information, please visit <a href="http://www.developmentguild.com" target="_blank">www.developmentguild.com</a>. Copyright ©2025 Jobelephant.com Inc. All rights reserved. <a href="https://www.jobelephant.com/" target="_blank">Posted by the FREE value-added recruitment advertising agency</a> jeid-8f99839483b8ad4eaf0dedb25954b5fc

Director of Advancement

<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:
$75,000 - $100,000 yearly
Responsibilities:
<ul>
<li>Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional</li>
<li>Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products</li>
<li>Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals</li>
<li>Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations</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>Strong relationship management skills and/or experience required</li>
<li>Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required</li>
<li>Must have the ability to successfully network and prospect for new clients</li>
</ul>
About 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 Planner

<h3>Job Description</h3>
Job Description
About MassMutual
MassMutual is a Fortune 500 leader with over 170 years of financial strength, offering advisors the resources and flexibility to build a thriving practice. We empower our advisors with industry-leading support, open architecture investment platforms, and a comprehensive suite of planning, investment, and protection solutions.
Compensation:
$60,000+ at plan commission
Responsibilities:
Key Responsibilities
<ul>
<li>Deliver comprehensive financial planning, investment, and insurance solutions to individuals, families, and businesses.</li>
<li>Build and maintain long-term client relationships based on trust and expertise.</li>
<li>Leverage MassMutual’s robust network of specialists, including tax, estate planning, business development, and wealth management teams.</li>
<li>Utilize advanced digital tools to manage your business efficiently and provide enhanced transparency to clients.</li>
<li>Maintain all necessary licenses and adhere to compliance standards.</li>
</ul>
 
Qualifications:
<ul>
<li>2+ years of experience as a financial advisor, wealth manager, or related role.</li>
<li>Active state insurance licenses and FINRA Series 6, 7, 63, or 66 (or willingness to obtain).</li>
<li>Strong relationship-building, communication, and analytical skills.</li>
<li>Commitment to ethical, client-centered advice.</li>
</ul>
About Company 
What We Offer
<ul>
<li>Competitive Compensation: Performance-based pay, vested residual income, allowances, bonuses, and top producer incentives.</li>
<li>Comprehensive Benefits: Medical, dental, vision, disability, life insurance, adoption assistance, and a 401(k) with company contributions.</li>
<li>Support &amp; Resources: Access to a full suite of specialists and consultants to help you serve clients and grow your practice.</li>
<li>Independence &amp; Flexibility: Run your business your way with the backing of a financially strong, client-focused company.</li>
<li>Recognition &amp; Growth: Career development opportunities, recognition programs, and leadership pathways.</li>
</ul>
Location: Multiple locations/hybrid options available

<h3>Job Description</h3>
Job Description
Larson Financial Group d/b/a Intrua Financial is seeking a talented professional to hire for the position of Financial Planner, in the Houston, TX area. This position is the perfect fit for someone who enjoys working directly with clients to achieve their financial goals by servicing through diligent and detailed follow-up, meeting preparations, conducting client meetings, and managing client information files. The ideal candidate will be able to handle people and processes with ease, while welcoming challenge and opportunity. Demonstrating a passion to delivering superior service and building client relationships will add to success in this position.
 
In this client facing role, you will use your industry knowledge to work with the Advisory team to contribute to an outstanding client experience. This position is fast-paced and will require a person with the desire to learn, grow in their career, and the ability to handle challenges, plus enjoy successes.
 
Responsibilities include, but are not limited to:
<ul>
<li>Preparing and conducting client meetings</li>
<li>Gathering data from clients for preparation of financial plan</li>
<li>Running insurance illustrations, constructing financial plans</li>
<li>Communicating investment advice based on recommendations of team</li>
<li>Tracking next steps in the planning process for clients</li>
<li>Providing outstanding service to reproduce top clients</li>
<li>Entering and manipulate information into Contact Management System and Financial Planning software</li>
<li>Implementing client touches to create concierge experience resulting in consistent referrals</li>
<li>Performing follow up and process new business; manage existing client relationships</li>
<li>Managing and resolving client issues</li>
</ul>
 
Expectations:
<ul>
<li>Ability to build rapport via phone, virtual meetings or in person with clients</li>
<li>Professional, clear, and polite communication preference is required</li>
<li>Ability to work with the Advisor and other support team members to accomplish a common goal</li>
<li>Be able to conform to a changing environment and work at a quick pace, to achieve timely deadlines.</li>
<li>Serving as the primary contact for a designated group of clients. The client must be able to rely on the FP/CSM for every financial need, whether it is finding the right answer or having it ready for them.</li>
</ul>
Skills and Experience:
<ul>
<li>2+ years' experience in the Financial Planning field</li>
<li>Series 7 &amp; 66, or 65 Licenses</li>
<li>CFP a plus</li>
<li>Four-year degree or equivalent work experience</li>
<li>Knowledge of insurance/financial services industry</li>
<li>Ability to maintain confidentiality of information</li>
<li>Proficiency with Microsoft Office and Outlook</li>
<li>Experience with financial planning software, the ability to learn and adapt to upgrades/changes that occur on a regular basis</li>
<li>Experience with Salesforce</li>
<li>Proficient data entry skills</li>
<li>Flexible schedule for meetings and client event.</li>
<li>Ability to prioritize deliverables, track deliverable progress, and follow -up on outstanding matters is required.</li>
<li>Ability to manage time in an efficient, self-directed manner is required.</li>
<li>Ability to be proactive and professionally assertive is required.</li>
<li>Demonstrated written and oral communication skills with strong attention to grammar, spelling, and overall professionalism is required.</li>
<li>Strong interpersonal and teamwork skills including demonstrating positiveness in conduct, verbal, and written interactions is required.</li>
<li>Ability to adhere to rules and regulations as stated and required by Advisors and FINRA is required.</li>
</ul>
Larson Financial Group offers a generous employee benefits &amp; perks package:
<ul>
<li>Profit Sharing Bonus Program</li>
<li>401(k) Employer Match up to 4%</li>
<li>Medical Insurance (HDHP HSA 5000 plan is 100% paid for the employee, more plans available at cost)</li>
<li>Dental Insurance</li>
<li>Vision Insurance</li>
<li>ER PD Long Term Disability Insurance</li>
<li>ER PD Life Insurance</li>
<li>ER PD EAP</li>
<li>Voluntary Short Term &amp; Additional Life</li>
<li>Supplemental Insurance</li>
<li>Paid time Off (112 hours after 90 days)</li>
<li>Holiday Pay (12 Holidays)</li>
<li>Training &amp; Education</li>
<li>ER Events, Awards, Activities</li>
</ul>
 
PIff95b9a5626e-25405-37321078

<h3>Job Description</h3>
Job Description Description:
Join the TrustBank team and shape legacies and build futures when working with clients. You will be part of a dynamic team and a growing organization. We are seeking a Financial Planner who is looking to make a real impact and thrives in a collaborative culture. You will play a vital role in helping us exceed our client's expectations and be a part of Growing Prosperity Together.
 
JOB TITLE: FINANCIAL PLANNER
 
DEPARTMENT: WEALTH MANAGEMENT 
 
REPORTS TO: CHIEF WEALTH STRATEGIST
 
FLSA STATUS: EXEMPT
 
TYPE OF POSITION: FULL-TIME
 
 
JOB SUMMARY
 
Responsible for providing goals-based wealth plan consulting services to high-income/net worth individuals and families, including professionals, corporate executives, business owners and others with complex financial circumstances. Collaborate with Lead Relationship Manager working with other client service team members to integrate client service delivery. Contribute to thought leadership in wealth planning. Engage with the professional advisor community to advance TrustBank brand and reputation. Own and drive the financial planning process, which includes designing, analyzing, and presenting customized plans.
 
DUTIES AND RESPONSIBILITIES
 
• Provide planning, advisement, and insurance recommendations to clients to meet their financial goals
• Be a proactive and effective financial planner on the Wealth Management team 
• Works well independently and within a team environment
• Responsible for advising clients around financial planning 
• Analyze the company's current financial status, going into enough detail to understand their specific needs
• Work with a team of staff to keep track of records and file updates
• Maintain working relationships with a variety of clients and/or departments, and keep them apprised of any financial developments
• Act as a liaison with Wealth Strategists/Wealth Advisors to work with insurance providers and other financial professionals
• Other duties as assigned
 
WORKING CONDITIONS
The position is Monday through Friday, typically from 8AM – 5PM and is forty hours a week. Additional hours may be required as needed. The position will primarily be located 2375 E Camelback Rd Ste 155 Phoenix, AZ 85016. The position requires long periods of sitting in front of a computer. Noise level is moderate, and the office is well lit. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms, and talk, or hear. Ability to lift 25-pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. Some work may be repetitive at the computer and the position requires direct work with the public. 
 
TRUSTBANK CORE VALUES
Embrace and promote the TrustBank and Wealth Management Culture and Core Values in all aspects of your duties.
 
 
COMPENSATION AND BENEFITS
The estimated annual salary for this position is $65,000 - $122,000, this includes base salary and estimated wealth management incentive earnings. Pay rate may vary based on the candidate's qualifications skills, and experience. We offer a 401(k) plan featuring a discretionary employer match in bank stock. See more about our generous employee benefits details that may be found on our bank's career page. <a href="https://trustbank.net/company/career-opportunities" target="_blank">https://trustbank.net/company/career-opportunities</a>
 
 
DISCLOSURES
TrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Equal Opportunity Employer/Disability/Veterans
 
Updated: March 14, 2025
 
Requirements:
EDUCATION and/or EXPERIENCE
Bachelor's degree in finance or similar field like accounting , economics, or business administration is required. Requires a CFP designation and 2+ years in the financial services industry with an emphasis on Trust, Investments, sales, and financial planning. Licenses required are series 7, 65, 66.
 
QUALIFICATIONS and KEY ATTRIBUTES
To perform this job successfully, an individual must be effective in client relationship servicing and development. You must be able to effectively engage clients, to determine their need. You must have exceptional communication skills, strong attention to detail, be proactive, analytical, show empathy, and require minimal supervision. Will require travel across regional locations may occur. 
REQUIRED SKILLS and ABILITIES
Strong analytical, problem solving, and organizational skills are required to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow. A strong knowledge of general financial principles to be able to service and effectively communicate with high-net-worth clients. Stay up to date with financial software and applications and fully understand how the technology supports the role and TrustBank's high standards of servicing. 
 
TECHNICAL SKILLS
Proficient in Salesforce, and eMoney, Microsoft 365, Excel for data analysis, and report preparation. 
 
Compensation details: 65000-122000 Yearly Salary
 
PIb969364d9d42-25405-37172200

<h3>Job Description</h3>
Job Description
Larson Financial Group is seeking a talented professional to hire for the position of Financial Planner, in the Minneapolis, MN area. This position is the perfect fit for someone who enjoys working directly with clients to achieve their financial goals by servicing through diligent and detailed follow-up, meeting preparations, conducting client meetings, and managing client information files. The ideal candidate will be able to handle people and processes with ease, while welcoming challenge and opportunity. Demonstrating a passion to delivering superior service and building client relationships will add to success in this position.
 
In this client facing role, you will use your industry knowledge to work with the Advisory team to contribute to an outstanding client experience. This position is fast-paced and will require a person with the desire to learn, grow in their career, and the ability to handle challenges, plus enjoy successes.
 
Responsibilities include, but are not limited to:
<ul>
<li>Preparing and conducting client meetings</li>
<li>Gathering data from clients for preparation of financial plan</li>
<li>Running insurance illustrations, constructing financial plans</li>
<li>Communicating investment advice based on recommendations of team</li>
<li>Tracking next steps in the planning process for clients</li>
<li>Providing outstanding service to reproduce top clients</li>
<li>Entering and manipulate information into Contact Management System and Financial Planning software</li>
<li>Implementing client touches to create concierge experience resulting in consistent referrals</li>
<li>Performing follow up and process new business; manage existing client relationships</li>
<li>Managing and resolving client issues</li>
</ul>
 
Expectations:
<ul>
<li>Ability to build rapport via phone, virtual meetings or in person with clients</li>
<li>Professional, clear, and polite communication preference is required</li>
<li>Ability to work with the Advisor and other support team members to accomplish a common goal</li>
<li>Be able to conform to a changing environment and work at a quick pace, to achieve timely deadlines.</li>
<li>Serving as the primary contact for a designated group of clients. The client must be able to rely on the FP/CSM for every financial need, whether it is finding the right answer or having it ready for them.</li>
</ul>
Skills and Experience:
<ul>
<li>8+ years' experience in the Financial Planning field</li>
<li>Must have Series 7 &amp; 66 Licenses</li>
<li>Must have CFP</li>
<li>Four-year degree or equivalent work experience</li>
<li>Knowledge of insurance/financial services industry</li>
<li>Ability to maintain confidentiality of information</li>
<li>Proficiency with Microsoft Office and Outlook</li>
<li>Experience with financial planning software, the ability to learn and adapt to upgrades/changes that occur on a regular basis</li>
<li>Experience with Salesforce</li>
<li>Proficient data entry skills</li>
<li>Flexible schedule for meetings and client event.</li>
<li>Ability to prioritize deliverables, track deliverable progress, and follow -up on outstanding matters is required.</li>
<li>Ability to manage time in an efficient, self-directed manner is required.</li>
<li>Ability to be proactive and professionally assertive is required.</li>
<li>Demonstrated written and oral communication skills with strong attention to grammar, spelling, and overall professionalism is required.</li>
<li>Strong interpersonal and teamwork skills including demonstrating positiveness in conduct, verbal, and written interactions is required.</li>
<li>Ability to adhere to rules and regulations as stated and required by Advisors and FINRA is required.</li>
</ul>
Larson Financial Group offers a generous employee benefits &amp; perks package:
<ul>
<li>Profit Sharing Bonus Program</li>
<li>401(k) Employer Match up to 4%</li>
<li>Medical Insurance (HDHP HSA plans are 100% paid for the employee, more plans available at cost)</li>
<li>Dental Insurance</li>
<li>Vision Insurance</li>
<li>ER PD Long Term Disability Insurance</li>
<li>ER PD Life Insurance</li>
<li>ER PD EAP</li>
<li>Voluntary Short Term &amp; Additional Life</li>
<li>Supplemental Insurance</li>
<li>Paid time Off (112 hours after 90 days)</li>
<li>Holiday Pay (12 Holidays)</li>
<li>Training &amp; Education</li>
<li>ER Events, Awards, Activities</li>
</ul>
 
PI57d1a349f410-25405-36330374

<h3>Job Description</h3>
Job Description
Job Title: Remote Financial Planner
Hourly Pay: $30 - $40/hour
Summary:
 We are seeking a detail-oriented and client-focused Financial Planner to join our work from home team. As a Financial Planner, you will help clients achieve their financial goals by developing personalized financial plans, advising on investments, insurance, retirement planning, and estate management. If you have strong financial knowledge and a passion for helping people plan for their future, this role is for you.
Job Responsibilities
 
<ul>
<li>Develop personalized financial plans for clients based on their goals, income, and risk tolerance</li>
<li>Advise clients on investment strategies, retirement planning, insurance needs, and tax planning</li>
<li>Review and update client financial plans regularly to reflect changing financial circumstances</li>
<li>Assist clients in understanding their financial options and make recommendations to meet their long-term objectives</li>
<li>Monitor clients' investments and ensure their portfolios are aligned with their goals</li>
<li>Provide ongoing support and answer clients' questions about their financial situation and strategies</li>
<li>Stay updated on financial products, tax laws, and market trends to provide informed advice</li>
</ul>
Qualifications
 
<ul>
<li>Proven experience as a Financial Planner or in a similar financial advisory role</li>
<li>Strong knowledge of financial planning, investment strategies, tax laws, and retirement planning</li>
<li>
Excellent communication, interpersonal, and problem-solving skills
</li>
<li>Ability to work independently and remotely while managing client relationships</li>
<li>
Strong proficiency with financial planning software and tools
</li>
<li>Must have reliable internet and a quiet, dedicated workspace</li>
</ul>
Perks &amp; Benefits
 
<ul>
<li>
100% remote work flexibility
</li>
<li>
Competitive hourly pay: $30 - $40
</li>
<li>
Paid training and ongoing professional development opportunities
</li>
<li>
Flexible working hours, including evening and weekend shifts
</li>
<li>
Career growth opportunities in the financial planning industry
</li>
<li>
A supportive and collaborative team environment
</li>
</ul>

<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>

<h3>Job Description</h3>
Job Description
Larson Financial Group is seeking a talented professional to hire for the position of Financial Planner, in the Minneapolis, MN area. This position is the perfect fit for someone who enjoys working directly with clients to achieve their financial goals by servicing through diligent and detailed follow-up, meeting preparations, conducting client meetings, and managing client information files. The ideal candidate will be able to handle people and processes with ease, while welcoming challenge and opportunity. Demonstrating a passion to delivering superior service and building client relationships will add to success in this position.
 
In this client facing role, you will use your industry knowledge to work with the Advisory team to contribute to an outstanding client experience. This position is fast-paced and will require a person with the desire to learn, grow in their career, and the ability to handle challenges, plus enjoy successes.
 
Responsibilities include, but are not limited to:
<ul>
<li>Preparing and conducting client meetings</li>
<li>Gathering data from clients for preparation of financial plan</li>
<li>Running insurance illustrations, constructing financial plans</li>
<li>Communicating investment advice based on recommendations of team</li>
<li>Tracking next steps in the planning process for clients</li>
<li>Providing outstanding service to reproduce top clients</li>
<li>Entering and manipulate information into Contact Management System and Financial Planning software</li>
<li>Implementing client touches to create concierge experience resulting in consistent referrals</li>
<li>Performing follow up and process new business; manage existing client relationships</li>
<li>Managing and resolving client issues</li>
</ul>
 
Expectations:
<ul>
<li>Ability to build rapport via phone, virtual meetings or in person with clients</li>
<li>Professional, clear, and polite communication preference is required</li>
<li>Ability to work with the Advisor and other support team members to accomplish a common goal</li>
<li>Be able to conform to a changing environment and work at a quick pace, to achieve timely deadlines.</li>
<li>Serving as the primary contact for a designated group of clients. The client must be able to rely on the FP/CSM for every financial need, whether it is finding the right answer or having it ready for them.</li>
</ul>
Skills and Experience:
<ul>
<li>8+ years' experience in the Financial Planning field</li>
<li>Must have Series 7 &amp; 66 Licenses</li>
<li>Must have CFP</li>
<li>Four-year degree or equivalent work experience</li>
<li>Knowledge of insurance/financial services industry</li>
<li>Ability to maintain confidentiality of information</li>
<li>Proficiency with Microsoft Office and Outlook</li>
<li>Experience with financial planning software, the ability to learn and adapt to upgrades/changes that occur on a regular basis</li>
<li>Experience with Salesforce</li>
<li>Proficient data entry skills</li>
<li>Flexible schedule for meetings and client event.</li>
<li>Ability to prioritize deliverables, track deliverable progress, and follow -up on outstanding matters is required.</li>
<li>Ability to manage time in an efficient, self-directed manner is required.</li>
<li>Ability to be proactive and professionally assertive is required.</li>
<li>Demonstrated written and oral communication skills with strong attention to grammar, spelling, and overall professionalism is required.</li>
<li>Strong interpersonal and teamwork skills including demonstrating positiveness in conduct, verbal, and written interactions is required.</li>
<li>Ability to adhere to rules and regulations as stated and required by Advisors and FINRA is required.</li>
</ul>
Larson Financial Group offers a generous employee benefits &amp; perks package:
<ul>
<li>Profit Sharing Bonus Program</li>
<li>401(k) Employer Match up to 4%</li>
<li>Medical Insurance (HDHP HSA plans are 100% paid for the employee, more plans available at cost)</li>
<li>Dental Insurance</li>
<li>Vision Insurance</li>
<li>ER PD Long Term Disability Insurance</li>
<li>ER PD Life Insurance</li>
<li>ER PD EAP</li>
<li>Voluntary Short Term &amp; Additional Life</li>
<li>Supplemental Insurance</li>
<li>Paid time Off (112 hours after 90 days)</li>
<li>Holiday Pay (12 Holidays)</li>
<li>Training &amp; Education</li>
<li>ER Events, Awards, Activities</li>
</ul>
 
PI11284f8b1853-25405-36330374

<h3>Job Description</h3>
Job Description
Larson Financial Group d/b/a Intrua Financial is seeking a talented professional to hire for the position of Financial Planner, in the Houston, TX area. This position is the perfect fit for someone who enjoys working directly with clients to achieve their financial goals by servicing through diligent and detailed follow-up, meeting preparations, conducting client meetings, and managing client information files. The ideal candidate will be able to handle people and processes with ease, while welcoming challenge and opportunity. Demonstrating a passion to delivering superior service and building client relationships will add to success in this position.
 
In this client facing role, you will use your industry knowledge to work with the Advisory team to contribute to an outstanding client experience. This position is fast-paced and will require a person with the desire to learn, grow in their career, and the ability to handle challenges, plus enjoy successes.
 
Responsibilities include, but are not limited to:
<ul>
<li>Preparing and conducting client meetings</li>
<li>Gathering data from clients for preparation of financial plan</li>
<li>Running insurance illustrations, constructing financial plans</li>
<li>Communicating investment advice based on recommendations of team</li>
<li>Tracking next steps in the planning process for clients</li>
<li>Providing outstanding service to reproduce top clients</li>
<li>Entering and manipulate information into Contact Management System and Financial Planning software</li>
<li>Implementing client touches to create concierge experience resulting in consistent referrals</li>
<li>Performing follow up and process new business; manage existing client relationships</li>
<li>Managing and resolving client issues</li>
</ul>
 
Expectations:
<ul>
<li>Ability to build rapport via phone, virtual meetings or in person with clients</li>
<li>Professional, clear, and polite communication preference is required</li>
<li>Ability to work with the Advisor and other support team members to accomplish a common goal</li>
<li>Be able to conform to a changing environment and work at a quick pace, to achieve timely deadlines.</li>
<li>Serving as the primary contact for a designated group of clients. The client must be able to rely on the FP/CSM for every financial need, whether it is finding the right answer or having it ready for them.</li>
</ul>
Skills and Experience:
<ul>
<li>2+ years' experience in the Financial Planning field</li>
<li>Series 7 &amp; 66, or 65 Licenses</li>
<li>CFP a plus</li>
<li>Four-year degree or equivalent work experience</li>
<li>Knowledge of insurance/financial services industry</li>
<li>Ability to maintain confidentiality of information</li>
<li>Proficiency with Microsoft Office and Outlook</li>
<li>Experience with financial planning software, the ability to learn and adapt to upgrades/changes that occur on a regular basis</li>
<li>Experience with Salesforce</li>
<li>Proficient data entry skills</li>
<li>Flexible schedule for meetings and client event.</li>
<li>Ability to prioritize deliverables, track deliverable progress, and follow -up on outstanding matters is required.</li>
<li>Ability to manage time in an efficient, self-directed manner is required.</li>
<li>Ability to be proactive and professionally assertive is required.</li>
<li>Demonstrated written and oral communication skills with strong attention to grammar, spelling, and overall professionalism is required.</li>
<li>Strong interpersonal and teamwork skills including demonstrating positiveness in conduct, verbal, and written interactions is required.</li>
<li>Ability to adhere to rules and regulations as stated and required by Advisors and FINRA is required.</li>
</ul>
Larson Financial Group offers a generous employee benefits &amp; perks package:
<ul>
<li>Profit Sharing Bonus Program</li>
<li>401(k) Employer Match up to 4%</li>
<li>Medical Insurance (HDHP HSA 5000 plan is 100% paid for the employee, more plans available at cost)</li>
<li>Dental Insurance</li>
<li>Vision Insurance</li>
<li>ER PD Long Term Disability Insurance</li>
<li>ER PD Life Insurance</li>
<li>ER PD EAP</li>
<li>Voluntary Short Term &amp; Additional Life</li>
<li>Supplemental Insurance</li>
<li>Paid time Off (112 hours after 90 days)</li>
<li>Holiday Pay (12 Holidays)</li>
<li>Training &amp; Education</li>
<li>ER Events, Awards, Activities</li>
</ul>
 
PI1fabbd30d3b8-25405-37321078

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