associate financial planner

Wealth Enhancement Group

<div><div>About Wealth Enhancement</div><div></div><div>
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.</div><div></div><div>
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit <div>www.wealthenhancement.com</div>.</div><div></div><div>
Our Elk Grove Village, IL office is looking for an Associate Financial Planner or Financial Planning Assistant. This individual will provide support to the Financial Advisors and their clients with the development of comprehensive financial plans and analyses. In addition, the Financial Planner will serve as a resource to their peers and Advisors with technical planning questions and proactively share their expertise. They will participate in training and mentoring new team members.</div><div></div><div>
In the spirit of pay transparency, we are excited to share the base salary range for this position is $70,000.00 to $95,000.00, exclusive of bonuses and benefits. Final compensation will be determined by candidate experience and relevant licensing (see requirements below).</div><div></div><div>
This position is also eligible for an annual team bonus. We encourage you to apply and provide us with your compensation expectations when you do. We&rsquo;re big on open conversations, so, let&rsquo;s have one.</div><div></div><div>
Primary Job Functions</div><div></div><div>
Support the Financial Advisor with the creation of customized financial plans</div><ul><li><div>
Organize client&rsquo;s financial documentation and information as necessary</div></li><li><div>
Provide an accurate summary of clients&rsquo; personal information, current financial position, and asset allocation</div></li><li><div>
Review and summarize insurance, estate plan, and tax returns details</div></li><li><div>
Create financial planning reports/analyses utilizing MoneyGuide Pro, eMoney, Morningstar and other planning tools</div></li><li><div>
Communicate directly with the Advisor and/or client to obtain additional information and ask questions regarding the financial plan</div></li><li><div>
Identify areas of opportunity and coordinate specific recommendations with the Financial Advisor and Advanced Planning peers.</div></li><li><div>
Complete Financial Plan for delivery to client</div></li><li><div>
Record notes and pertinent details in SalesForce regarding client communications, inquiries, and actions related to the planning request as necessary</div></li><li><div>
Participate in Financial Plan presentations and reviews as necessary to present planning concepts and analyses to the client</div></li><li><div>
Participate in the research and response of general technical planning inquiries from Advisors and other team members</div></li></ul><div></div><div>
Support the Team with the creation and/or maintenance of Advisor and Client resources and collaterals</div><ul><li><div>
Identify resource requirements and details</div></li><li><div>
Research and identify necessary data and incorporate as necessary</div></li><li><div>
Format in clean, professional manner for review and approval by applicable parties</div></li></ul><div></div><div>
Support team and company initiatives and participate in WEGs &ldquo;all sharing&rdquo; collaborative culture.</div><ul><li><div>
Participate in the planning and implementation of corporate/team initiatives</div></li><li><div>
Attend and participate in Micro-Monday sessions and other company meetings</div></li><li><div>
Provide timely responses to questions</div></li><li><div>
Contribute positively to problem solving</div></li><li><div>
Provide Training support to peers and new team members</div></li></ul><div></div><div>
Education/Qualifications</div><ul><li><div>
Bachelor's Degree in business; finance, economics or related</div></li><li><div>
1-4 years in Financial Services</div></li><li><div>
Superior verbal and written communication skills.</div></li><li><div>
Proficient with Microsoft Office Suite or related software.</div></li><li><div>
Familiarity with Salesforce and Support Org functionality</div></li><li><div>
Proficiently uses financial planning technology</div></li><li><div>
FINRA Series 7 and 66 (or 63 and 65) is required for Associate Financial Planner role.</div></li></ul><div><i><br>
W.E. hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified at this level is $57,000.00 to $126,000.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.</i></div><div></div><div><i>
#LI-HB1</i></div><div><i>
#LI-On-site</i></div><div></div><div>
Comprehensive Benefits Offerings</div><div></div><div>
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits &amp; development opportunities:</div><ul><li><div>
Training and professional development</div></li><li><div>
Medical, dental and vision coverage (Available to full-time employees and their families)</div></li><li><div>
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses</div></li><li><div>
Life and AD&amp;D insurance &ndash; employer paid and voluntary options</div></li><li><div>
Short-term and long-term disability, workers compensation &ndash; employer paid</div></li><li><div>
401k with match and profit sharing</div></li><li><div>
Wellness programs and resources</div></li><li><div>
Voluntary benefits, including pet insurance</div></li><li><div>
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)</div></li><li><div>
12 paid holidays each year (10 pre-determined and 2 floating days)</div></li><li><div>
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)</div></li><li><div>
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)</div></li></ul><div></div><div>
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700</div><div><br>
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.<br>
<br>
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.</div><div></div><div>
Click the following link to view Federal and E-Verify posters: <div>Link</div></div><div></div><div>
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.</div><div></div><div>
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.</div></div>

Financial Planning Assistant or Associate Financial Planner

<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>Job Description</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><p><b>
What is the opportunity?</b></p><p>
The objective of the Associate Financial Advisor role is to participate in and successfully complete the licensing process and gain industry experience in order to prepare for a career as a Financial Advisor (FA). The Associate Financial Advisor&rsquo;s goal is to learn and integrate key business-building knowledge and competencies which FAs must have to help attract and retain clients through helping them achieve their financial goals.</p><p><b>
What will you do?</b></p><ul><li>
Study for and obtain the Associate Financial Advisor program&rsquo;s required licensing<ul><li>
Study and pass series 7 exam.</li><li>
Study and pass series 66 and life and health insurance exams.</li></ul></li><li>
Complete Associate Financial Advisor program assignments within the curriculum&rsquo;s timelines<ul><li>
RBC tools and technology introduction</li><li>
RBC policies and procedures</li><li>
Products and services&mdash;including scenarios and case studies</li><li>
Compliance</li><li>
Planning, marketing, prospecting, and servicing</li></ul></li><li>
Report activities and results per the Associate Financial Advisor program&rsquo;s requirements<ul><li>
Implement specific coaching from the Associate Financial Advisor sales manager</li></ul></li><li>
Become familiar with RBC Wealth Management<ul><li>
Maintain awareness of financial news via company-approved online sites, meetings and various news media to support and advance professional development toward becoming a RBC Financial Advisor</li><li>
Be knowledgeable and comply with all regulations and rules of various regulatory agencies and company policies</li><li>
Complete all RBC WM new employee orientation online modules and others as required</li></ul></li></ul><p><b>
What do you need to succeed?</b></p><p><b>
Must-have</b></p><ul><li>
Bachelor&rsquo;s degree or equivalent work experience</li><li>
Ability to obtain Series 7 and Series 66 and life and health insurance exams within 180 days of beginning employment at RBC</li><li>
Ability to take initiative and function independently</li><li>
Excellent interpersonal and marketing skills</li><li>
Strong drive and dedication</li><li>
Demonstrated ability to develop and promote business; a track record of success Ability to make solid decisions in a fast paced, quick turnaround environment</li></ul><p><b>
Nice-to-have</b></p><ul><li>
Entrepreneurial experience</li><li>
Active in a community, athletic or business group</li><li>
Fundraising experience</li></ul><p><b>
What&rsquo;s in it for you?</b></p><p>
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.</p><ul><li>
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable</li><li>
Leaders who support your development through coaching and managing opportunities</li><li>
Ability to make a difference and lasting impact</li><li>
Work in a dynamic, collaborative, progressive, and high-performing team</li><li>
Flexible work/life balance options</li><li>
Opportunities to do challenging work</li><li>
Opportunities to take on progressively greater accountabilities
</li><li>Access to a variety of job opportunities across business</li></ul><p></p><p>
The expected salary range for this particular position is $55,000-$88,000, depending on your experience, skills, and registration status, market conditions and business needs.</p><p>
You have the potential to earn more through RBC&rsquo;s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.</p><p>
RBC&rsquo;s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:</p><ul><li>
Drives RBC&rsquo;s high-performance culture</li><li>
Enables collective achievement of our strategic goals</li><li>
Generates sustainable shareholder returns and above market shareholder value</li></ul><p></p><p><b>
Job Skills</b></p>
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement<p></p><p><b>
Additional Job Details</b></p><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Address:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
111 SOUTH WACKER DRIVE, SUITE 3200:CHICAGO<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
City:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
Chicago<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Country:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
United States of America<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Work hours/week:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
40<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Employment Type:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
Full time<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Platform:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
WEALTH MANAGEMENT<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Job Type:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
Regular<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Pay Type:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
Salaried<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Posted Date:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
2026-03-19<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Application Deadline:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
2026-03-26<p><b>
Note</b><b>:</b> <i>Applications will be accepted until 11:59 PM on the day prior to the application deadline date above</i></p><p></p><p><b>
Our Employment Opportunities</b></p><p></p><p>
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.</p><p></p><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Join our Talent Community</b><br>
<br>
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.<br>
<br>
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.</p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><p></p><p>
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.</p></div>

Associate Financial Advisor

Edward Jones

<div><b>There's power in partnership.
</b><br>
<br>
You want to make an impact. We'll help you do it. As a licensed branch associate at Edward Jones, you'll work side by side with a financial advisor to serve clients, strengthen relationships, and deliver an exceptional experience.<br>
<br>
You'll have access to industry-leading training, innovative tools, and mentorship to help you grow your skills and advance your career. As part of a close-knit branch team, you'll build meaningful connections and play a vital role in helping clients achieve what matters most.<br>
<br>
This is your opportunity to learn, lead, and build a career that changes lives including your own.<br>
<br>
<b>Job Overview</b><br>
<br>
<b>Position Schedule: </b>Full-Time<br>
<br>
Branch Address: 82 Woodstock Avenue, Rutland, VT<br>
<br>
This job posting is anticipated to remain open for 30 days, from 19-Mar-2026. The posting may close early due to the volume of applicants.<br>
<br>
<b>If you're looking for a challenging and rewarding career</b>, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.<br>
<br>
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.<br>
<br>
<b>We'll give you the support you need.</b><br>
<br>
<b>Our team will be there every step of the way, providing:</b><br>
<ul><li>
Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program</li><li>
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources</li></ul><br>
<b>
What characteristics would make you a successful Associate Financial Advisor?</b><br>
<ul><li>
Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions</li><li>
Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate</li><li>
Resiliency and adaptability in a nimble learning environment</li><li>
Attention to detail, strong organizational and time management skills</li></ul><br>
<b>
Can you see yourself...</b><br>
<ul><li>
Providing personalized investment and financial solutions to clients?</li><li>
Cultivating relationships in your local community to grow the business?</li><li>
Contributing to the branch business plan to increase branch effectiveness?</li></ul><br>
<b>
As a salaried professional, you can also expect...</b><br>
<ul><li>
A culture of continuous improvement and professional development</li><li>
Full-time Associates receive the following benefits:<ul><li>
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&amp;D coverage. Short- and long-term disability, basic life, and basic AD&amp;D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.</li></ul></li></ul><br>
<b>
You'll be competitively compensated...</b><br>
<ul><li>
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.</li>
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.<br>
<li>
</li></ul><br>
<br>
<b>Hiring Minimum:</b> $65000.00<br>
<b>Hiring Maximum:</b> $70400<br>
<br>
Read More About Job Overview<br>
<br>
<b>Skills/Requirements</b><br>
<br>
<b>Key responsibilities with existing and newly created clients</b><br>
<br>
Responsibilities may include:<br>
<ul><li>
Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.</li><li>
Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.</li><li>
Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.</li><li>
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.</li><li>
Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.</li><li>
Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.</li><li>
Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.</li><li>
Continually develop yourself to grow personally and professionally.</li></ul><br>
<b>
Job Requirements</b><br>
<ul><li>
High School Diploma/Equivalent required; Bachelor's degree preferred</li><li>
Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period</li><li>
At least 3-5 years of relevant experience in securities industry preferred</li><li>
FINRA licenses required within three months. State insurance licenses required</li><li>
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing</li></ul><br>
Read More About Skills/Requirements<br>
<br>
<b>Awards &amp; Accolades</b><br>
<br>
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.<br>
<br>
Check out our U.S. awards and accolades: Insights &amp; Information Blog Postings about Edward Jones<br>
<br>
Check out our Canadian awards and accolades: Insights &amp; Information Blog Postings about Edward Jones<br>
<br>
Read More About Awards &amp; Accolades<br>
<br>
<b>About Us</b><br>
<br>
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500&sup1; company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.<br>
<br>
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
<br>
<br>
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
<br>
<br>
View our Purpose, Inclusion and Citizenship Report.<br>
<br>
&sup1;Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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<br>
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.</div>

Northwestern Mutual

<p><b>Job Description</b></p><p>An established Northwestern Mutual Financial Advisor is looking for a highly organized, motivated, and relationship-driven Associate Financial Representative (AFR) to support daily operations and client service. This role is ideal for an entry-level candidate or someone with 1&ndash;2 years of experience in finance, administrative support, or client service that thrives in a structured, fast-moving environment, enjoys building efficient systems, and values playing a key support role in financial planning and client relationships. On-site is preferred, with potential for partial remote flexibility as proficiency grows.</p><p>Ideal Start Date: April 2026 (flexible for the right candidate)</p><p><b>Why Northwestern Mutual &amp; Why This Career Matters</b>:</p><p>Northwestern Mutual is a nationally recognized leader in financial planning, known for its long-term stability and client-first approach. Working within an advisor&rsquo;s practice means being part of the team that helps individuals and families feel more secure about their financial future. As the AFR, the work you do behind the scenes preparing for meetings, organizing financial plans, coordinating with planning teams, and supporting client needs -directly impacts the advisor&rsquo;s ability to provide meaningful guidance. You become an essential part of the client experience and the overall success of the practice.</p><p><b>Responsibilities</b>:</p><p><b>Client &amp; Advisor Support (60%)</b></p><ul><li>Conduct high volume outbound calls to prospective clients</li><li>Reconnect with existing clients to schedule follow up appointments</li><li>Prepare client meeting materials, summaries, and reports</li><li>Assist with gathering and organizing client data for appointments</li></ul><p><b>Operational &amp; Planning Coordination (30%)</b></p><ul><li>Work directly with internal financial planning teams to support plan updates, case prep, and data organization</li><li>Maintain CRM accuracy, service requests, and compliance documentation</li><li>Track follow-ups, pipeline movement, deadlines, and outstanding requirements</li><li>Help build structure and streamline office processes</li></ul><p><b>New Business &amp; Underwriting (10%)</b></p><ul><li>Submit new business applications (life, disability, and planning cases)</li><li>Communicate with underwriting, monitor case progress, and manage requirements</li><li>Document case notes, updates, and client interactions in real time</li></ul><p><b>What We&rsquo;re Looking For:</b></p><ul><li>Prior administrative, operations, or client-service experience (financial services a plus)</li><li>Strong verbal and written communication skills</li><li>Highly organized with excellent attention to detail</li><li>Proactive mindset with the ability to anticipate needs and manage multiple priorities</li><li>Tech-savvy: familiar with CRM systems, Microsoft Office, and scheduling tools</li><li>Athletic backgrounds a plus (discipline, competitiveness, strong work ethic)</li></ul><p><b>Licensing</b></p><ul><li>NYS Life &amp; Health license preferred--Must obtain within 6 months of hire if not currently licensed (support is provided)</li><li>We fully sponsor all licensing exams, including the New York State Life, Accident &amp; Health (LAH), SIE, Series 6/7, and Series 63</li></ul><p><b>Compensation</b></p><ul><li>$50,000&ndash;$60,000 salary, depending on experience</li></ul><p><b>Job Type: Full-time </b></p><p><b>Work Location: In-person (financial district, 10004)</b></p><p>Pay: $50,000.00 - $60,000.00 per year</p><p>Benefits:</p><ul><li>Dental insurance</li><li>Health insurance</li><li>Vision insurance</li></ul><p>Work Location: In person</p>

Associate Financial Representative

Carrier

<div><p><b>About Carrier:</b></p><p></p><p>
Carrier, global leader in intelligent climate and energy solutions, is committed to creating innovations that bring comfort, safety and sustainability to life. Through cutting-edge advancements in climate solutions such as temperature control, air quality and transportation, we improve lives, empower critical industries and ensure the safe transport of food, life-saving medicines and more. Since inventing modern air conditioning in 1902, we lead with purpose: enhancing the lives we live and the world we share. We continue to lead because of our world-class, inclusive workforce that puts the customer at the center of everything we do. For more information, visit corporate.carrier.com or follow Carrier on social media at @Carrier.</p><p></p><p><b>
About this position:</b></p><p><br>
As an Associate, FP&amp;A, you will play a key role in supporting financial planning, forecasting, and performance reporting for Carrier&rsquo;s Refrigeration business. This position offers early‑career exposure to core FP&amp;A processes, cross‑functional collaboration, and executive‑level reporting, while helping drive data‑driven decision‑making across the organization. Based in Palm Beach Gardens, FL, the role provides an excellent opportunity to build a strong foundation in financial analysis within a global, industrial organization.</p><p></p><p><b>
Role Responsibilities:</b></p><ul><li>
Analyze monthly actual results and investigate variances versus Plan, Prior Year, and Prior Forecast; identify trends, P&amp;L improvement opportunities, and recommend corrective actions.</li><li>
Support the development of the Annual Operating Plan, including planning calendars, timelines, targets, and key deliverables.</li><li>
Manage financial data loading, reconciliation, and reporting in HFM (Hyperion Financial Management), including forecasts, functional costs, plans, orders, P&amp;L, and balance sheet data.</li><li>
Coordinate monthly reporting templates, commentary, and guidance with Refrigeration sub-businesses to ensure accurate, timely, and comprehensive data for HQ decision-making.</li><li>
Prepare weekly profit assurance presentations and interim performance updates for Refrigeration leadership to assess business risks and opportunities.</li><li>
Support the preparation and distribution of month-end reporting packages, including key KPIs such as sales, profit, working capital, and productivity.</li><li>
Perform ad hoc financial and P&amp;L analyses as needed and present insights to FP&amp;A leadership.</li><li>
Review Refrigeration HQ functional budgets and partner with Controllership to identify, analyze, and explain unusual or non-recurring charges.</li></ul><p></p><p><b>
Basic Qualifications:</b></p><ul><li>
Bachelor&rsquo;s degree in accounting / finance / business administration / economics / commerce / international business management.</li><li>
3+ months internship / co-op / experience in finance.</li></ul><p></p><p><b>
Preferred Qualifications (nice to have):</b></p><p></p><p>
Other qualifications you may have that would be beneficial in this role include:</p><ul><li>
MBA Degree.</li><li>
Proficient with Ms-Office suite (Excel, PowerPoint, etc.).</li><li>
Highly adaptable self‑starter with the ability to thrive in a fast‑paced environment.</li><li>
Strong written and verbal communication skills.</li></ul><p></p><p><b>
Additional information</b></p><ul><li>
Immigration sponsorship is not supported for this position.</li></ul><p></p><p><b>
Benefits:</b></p><p><br>
Employees are eligible for benefits, including:</p><ul><li><b>
Health Care benefits:</b> Medical, Dental, Vision; wellness incentives</li><li><b>
Retirement benefits</b></li><li><b>
Time Off and Leave:</b> Paid vacation days, up to 15 days; paid sick days, up to 5 days; paid personal leave, up to 5 days; paid holidays, up to 13 days; birth and adoption leave; parental leave; family and medical leave; bereavement leave; jury duty; military leave; purchased vacation</li><li><b>
Disability:</b> Short-term and long-term disability</li><li><b>
Life Insurance and Accidental Death and Dismemberment</b></li><li><b>
Tax-Advantaged Accounts:</b> Health Savings Account; Healthcare Spending Account; Dependent Care Spending Account</li><li><b>
Tuition Assistance</b></li></ul><p></p><p><b>
To learn more about our benefits offering, please click here:</b> Work With Us | Carrier Corporate The specific benefits available to any employee may vary depending on state and local laws and eligibility factors, such as date of hire and the applicability of collective bargaining agreements.</p><p></p><p>
This position may be entitled to short-term cash incentives, subject to plan requirements.</p><p></p><p><b>
Pay Range</b> :</p><p></p><p>
The annual salary for this position is $80,750&ndash;$113,250. Factors which may affect pay within this range include, but are not limited to, skills, education, experience, and other unique qualifications of the successful candidate.</p><p></p><p>
Applications will be accepted for at least 3 days from Job Posting Date. Job Posting Date: 03/16/2026</p><p></p><p><b>
Carrier is An Equal </b><b>Opportunity/Affirmative</b><b> Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.</b></p><p><b>
Job Applicant's Privacy Notice:</b></p><p>
Click on this link to read the Job Applicant's Privacy Notice</p></div>

Associate, FP&A

April Housing

<div><p><b>At April Housing, we&rsquo;re building a team of bold, mission-driven professionals who are motivated by meaningful work and energized by collaboration.</b> Our work supports a clear purpose of expanding access to high-quality housing, and each role plays an important part in advancing that mission.</p><p></p><p><br>
You&rsquo;ll collaborate shoulder‑to‑shoulder with some of the most talented experts in the industry, gaining hands-on exposure that helps you grow your skills and broaden your perspective from the day one. Our environment is dynamic, fast paced and evolving, designed to support curious, ambitious people as they take on new challenges and develop capabilities that translate throughout their careers.</p><p></p><p><b><br>
April Housing</b> is a leading owner and operator of high‑quality affordable housing across the United States. Founded in 2022 and headquartered in Los Angeles, we are a portfolio company of Blackstone Real Estate, supporting the affordable housing and LIHTC (Low-Income Housing Tax Credit) portfolio. Our mission is clear: preserve critical affordable housing stock while delivering exceptional management and high‑quality homes to the communities we serve. We are committed to being a fair, transparent, and responsible owner.</p><p></p><p><br>
Backed by Blackstone Real Estate enabling us to invest in the creation and preservation of affordable housing for the long run. We are making a bold commitment to preserving affordable housing across the country. April Housing is dedicated to ensuring our assets aligned with high standards of excellence, including ongoing property improvements and elevated resident services.</p><p></p><p><br>
We&rsquo;re looking for individuals who share our commitment to excellence and believe in the impact that thoughtful, well-executed work can have on communities. <b>If you&rsquo;re driven by purpose, value collaboration, and are excited to grow while contributing to something meaningful, April Housing offers a place to build experience, expand your impact, and do work that matters.</b></p><p></p><p><b>
</b></p><p>The Associate will play a vital role in the Financial Planning &amp; Analysis team by guiding Analysts and performing various analytical duties associated with operating a large portfolio of affordable housing properties. The duties revolve around analyzing operational and financial data to support asset managers in improving performance as well as performing the duties described below for the benefit of various stakeholders including various April Housing departments, executive leadership and Blackstone.</p><p></p><p><b><br>
What you will do:</b></p><ul><li><p>
Gather, analyze, and interpret financial and operational data to provide critical insights on trends and variances and identify opportunities to improve performance.</p></li><li><p>
Complete &ldquo;deep-dive&rdquo; property assessment reports for at-risk assets not meeting budget and/or operational expectations.</p></li><li><p>
Prepare monthly, quarterly, and ad hoc financial reports for executive leadership and Blackstone, including presenting financial data and analysis clearly and concisely.</p></li><li><p>
Execute April&rsquo;s annual budgeting and forecasting process, including coordinating with asset managers, department heads, operators, and other key stakeholders to gather relevant data and assumptions.</p></li><li><p>
Assist in preparing the quarterly board book: coordinate and work across departments on high profile deliverable presented to Blackstone senior real estate leadership team at the quarterly board meeting.</p></li><li><p>
Develop and maintain complex corporate-level financial models to provide multi-year visibility into financial performance.</p></li><li><p>
Work collaboratively across departments and with external partners to support business objectives.</p></li><li><p>
Work with IT and other stakeholders to automate manual reporting, work on software implementation, and create interactive business intelligence tools and dashboards.</p></li><li><p>
Utilize third-party data to monitor and analyze market and industry trends. Data sources will include a range of different products (Yardi Matrix, Green Street, Bureau of Labor Statistics, etc.).</p></li><li><p>
Perform special ad hoc projects on a frequent basis.</p></li><li><p>
Support development of analysts through mentorship and training.</p></li></ul><p></p><p><b><br>
What you should have:</b></p><p></p><ul><li><p><br>
Bachelor&rsquo;s degree in business, finance, or accounting.</p></li><li><p>
A minimum of three (3) to six (6) years&rsquo; work experience in FP&amp;A and/or financial reporting within a commercial real estate firm.</p></li><li><p>
A strong work ethic, the strength to thrive in a dynamic and demanding work environment, and an ability to meet critical deadlines.</p></li><li><p>
Intelligence with a keen focus on details (e.g. ability to review team members&rsquo; work to ensure accuracy and consistency).</p></li><li><p>
Excellence with Excel and PowerPoint: efficient database sourcing, utilization of standard Excel functions (sumif/s, sumproduct, index/match, indirect, pivot tables, data tables, filters, and keyboard shortcuts) to aggregate and summarize data, creation of graphs in proper context of data presented, use of best practices for insuring data integrity, design of executive/board level presentation quality outputs. Experience with Yardi and/or data analytics is a plus.</p></li><li><p><b>
Excellent oral and written communication skills since interaction with personnel at all levels will be required.</b></p></li><li><p><b>
Communicates Effectively:</b> Listens effectively and confirms understanding when needed. Cooperates effectively with teammates(intact team and cross-functionally) and provides and takes feedback with ease</p></li><li><p><b>
Drives Results:</b> Works hard to ensure understanding of all critical performance targets. Lines up personal and team performance to deliver results. Accepts feedback and pivots activities and behaviors when needed to improve results.</p></li><li><p><b>
Plans and Aligns</b>: Understands plans communicated and asks for clarity when needed. Provides input when plans require front-line input. Makes an effort to ensure teammates are aligned on daily and weekly actions supporting the plan.</p></li><li><p><b>
Manages Ambiguity:</b> Carefully listens to the need for change or the need to wait for instruction in times of change. Keeps moving daily and weekly tasks forward while waiting for any pivots to workstream.</p></li><li><p><b>
Develops Talent/Professional Development:</b> Works with leadership to execute individual development plans for self and others. Make time to become the best in their current role and to learn aspects of future potential roles.</p></li><li><p><b>
Resilient:</b> Stays abreast of results individually and for the team and reacts with persistence, especially when results are less than planned. Keeps a positive attitude and entertains and develops ideas to enhance results.</p></li></ul><p></p>
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers, the California Fair Chance Act and any other applicable city, county, or local ordinances. Good cause exists for a criminal background check because one of the material duties of this position requires access to sensitive financial information and confidential and proprietary information and accordingly requires the candidate to possess a high level of integrity and discretion. The Company faces a significant risk to its business operations or business reputation if a criminal history check is not performed. A criminal history that has a direct, adverse, and negative relationship with these material duties may potentially result in the withdrawal of a conditional offer of employment.<p></p><p><b>
Base Compensation Range</b>:</p>
$130,000.00 To $150,000.00 Annually. This represents the presently-anticipated low and high end of the Company&rsquo;s base compensation range for this position. Actual base compensation range may vary based on various factors, including but not limited to location and experience.<p></p><p><b>
Total Direct Compensation</b>: This job is also eligible for discretionary bonus and incentive compensation on an annual basis.</p><p></p><div><div><div><div><p><b>
Benefits</b>: The Company provides a variety of benefits to employees, including health insurance coverage, retirement savings plan, paid holidays and paid time off (PTO).</p><p></p><p>
The additional total direct compensation and benefits described above are subject to the terms and conditions of any governing plans, policies, practices, agreements, or other materials or documents as in effect from time to time, including but not limited to terms and conditions regarding eligibility.</p></div></div></div></div><p></p><p>
Please review the job applicant privacy notice here.</p><p></p><p><b><i>
EEO Statement</i></b></p><p><i>
April Housing is an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant, employee, or other covered person based on any legally recognized basis, including, but not limited to: veteran status, uniformed servicemember status, race, color, caste, immigration status, religion, religious creed (including religious dress and grooming practices), sex, gender, gender expression, gender identity, marital status, sexual orientation, pregnancy (including childbirth, lactation or related medical conditions), age, national origin or ancestry, citizenship, physical or mental disability, genetic information (including testing and characteristics), protected leave status, domestic violence victim status, or any other consideration protected by federal, state or local law. We are committed to providing reasonable accommodations, if you need an accommodation to complete the application process, please email </i>talent@revantage.com</p></div><p></p>

Fidelity Investments

<div><h3 class="jobSectionHeader"><b>Job Description:</b></h3><div><div><p><b>
Wealth Planner</b>
</p></div><div><p>Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.
</p></div><div><p>The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.
</p></div><div><p><b>The Expertise We&rsquo;re Looking For</b>
</p></div><div><ul><li><p>Bachelor&rsquo;s Degree highly preferred
</p></li></ul></div><div><ul><li><p>CFP highly preferred
</p></li></ul></div><div><ul><li><p>FINRA Series 7 &amp; 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
</p></li></ul></div><div></div><div><ul><li><p>Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.
</p></li></ul></div><div><ul><li><p>Required: 3-5 years of financial planning experience, 5+ years preferred
</p></li></ul></div><div><ul><li><p>Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.) Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)
</p></li></ul></div><div><p><b>The Purpose of Your Role</b>
</p></div><div><p>As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.
</p></div><div><p><b>The Skills You Bring</b>
</p></div><div><ul><li><p>Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families
</p></li></ul></div><div><ul><li><p>Experience with and/or knowledge of behavioral economics and family psychology
</p></li></ul></div><div><ul><li><p>Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)
</p></li></ul></div><div><ul><li><p>Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance
</p></li></ul></div><div><ul><li><p>Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals
</p></li></ul></div><div><ul><li><p>Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)
</p></li></ul></div></div><div><div><ul><li><p>Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.
</p></li></ul></div><div><ul><li><p>Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment
</p></li></ul></div><div><ul><li><p>Ambitious spirit and the ability to work collaboratively across an organization to achieve results
</p></li></ul></div><div><ul><li><p>Tech savvy, embraces and integrates technology to run a planning practice
</p></li></ul></div><div><ul><li><p>Excellent team member and leadership skills
</p></li></ul></div><div></div><div><p>Note: Fidelity will not provide immigration sponsorship for this position.
</p></div><div></div><div><p><b>The Value You Deliver</b>
</p></div><div><p>You are helping families grow, manage, and protect their assets by:
</p></div><div><ul><li><p>Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity
</p></li></ul></div><div><ul><li><p>Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs
</p></li></ul></div><div><ul><li><p>Using sophisticated planning software to build, analyze, and deliver personalized plans for clients
</p></li></ul></div><div><ul><li><p>Guiding and implementing financial plans into the appropriate solutions based on client goals
</p></li></ul></div><div><ul><li><p>Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer
</p></li></ul></div><div><ul><li><p>Driving loyalty, share of wallet, and referrals from existing customers
</p></li></ul></div><div><ul><li><p>Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning
</p></li></ul></div><div><p><b>How Your Work Impacts the Organization</b>
</p></div><div><p>As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning.
</p></div></div><div></div>The base salary range for this position is $115,000 - $200,000 per year.
<p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate&rsquo;s relevant experience, and other factors.</p><p>
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.<br>
</p><p><br>
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.</p><p>
Please be advised that Fidelity&rsquo;s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3 class="jobSectionHeader"><b>
Certifications:</b></h3>
Certified Financial Planner &reg; / CFP-&reg; - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3 class="jobSectionHeader"><b>
Category:</b></h3>
Sales</div>

Vice President, Wealth Planner - Fort Collins, CO

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