financial planner

Beacon Pointe Advisors

<div><p><b>Job Description</b></p>
<p>
We are currently seeking a qualified candidate to join Beacon Pointe Advisors as a Senior Financial Planner in our Newport Beach, CA office. This position will be responsible for working with lead advisors to create and manage client financial plans and to recommend personalized planning, investment and impact solutions as part of our allWEALTH experience: enhancing our clients&rsquo; lives through alignment of their wealth and what matters.</p>
<p><b>
Responsibilities</b></p>
<ul>
<li>Using our eMoney financial planning technology to input financial information, link client accounts and deliver a personalize, comprehensive planning experience</li>
<li>Working directly with clients to collect key documents for financial planning</li>
<li>Participating in client meetings with Wealth Advisors to aid in communication regarding financial plans</li>
<li>Partnering with clients to provide objective education to help them meet their goals, and ensuring they follow up on suggested action items</li>
<li>Analysis of client portfolios using internal portfolio management database (Tamarac) and basic Excel functions</li>
<li>Frequent communication with clients and internal associates, both verbally and in writing</li>
<li>Additional duties include participation in team projects and assisting with firm initiative</li>
</ul>
<p><b>Qualifications</b></p>
<ul>
<li>Four-year college degree (Bachelor&rsquo;s degree in Finance, Business or Economics preferred but not required)</li>
<li>CFP or willing to pursue the CFP for completion within 24 months</li>
<li>Series 65 (or ability to obtain within 3 months of assuming position)</li>
<li>4-6 years of financial planning experience</li>
<li>Experience working in wealth management, and competency with eMoney</li>
<li>Highly organized and able to excel in a fast-paced environment</li>
<li>Analytical with basic proficiency in Excel</li>
<li>Excellent written and verbal communication skills</li>
<li>Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service</li>
</ul>
<p><b>About the Beacon Pointe Family of Companies</b></p>
<p>
Beacon Pointe Advisors is one of the nation&rsquo;s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including <i>Forbes, Financial Advisor Magazine, Barron&rsquo;s,</i> and more. For more information, please visit <i>Awards Disclosures</i>.</p></div>

Senior Financial Planner

LearnLux

<div><h1 class="jobSectionHeader"><b>About LearnLux</b></h1>
<p>
LearnLux is seeking qualified personal finance professionals who have experience providing one-on-one financial guidance to individuals to join our growing team. The ideal candidate will hold relevant personal financial planning designations, certifications, or academic diplomas.</p>
<p>
In this role, you will leverage the LearnLux digital platform to work directly with employees across Egypt, delivering unbiased, holistic financial guidance tailored to their unique needs. Your financial expertise and member-first approach will help employees prepare for and achieve their personal financial goals.</p>
<p>
This is a fully remote role based within Egypt, reporting to our Global Planning Manager.</p>
<p><b>
Key Responsibilities</b></p>
<ul>
<li>Meet and engage with members remotely via video, chat, and email to guide them on topics such as budgeting, retirement readiness, equity compensation, and more.</li>
<li>Adapt the LearnLux Global Planning methodology to best serve members in the Middle East region.</li>
<li>Participate in regular team meetings, contributing your subject matter expertise to continuously improve the financial guidance offered to members.</li>
<li>Develop a deep understanding of member benefit plans, acting as a trusted extension of their HR or benefits team during open enrollment periods.</li>
<li>Collaborate with our content team to create outlines, review financial lessons, and approve content for the LearnLux digital platform.</li>
<li>Lead engagement initiatives for employer partners, including digital webinars and occasional on-site events.</li>
</ul>
<p><b>You Should Have</b></p>
<ul>
<li>A designation, certification, or diploma in personal financial planning or a relevant field.</li>
<li>At least three years of experience providing one-on-one guidance across multiple areas of personal finance, including retirement, equity compensation, budgeting, debt management, estate planning, and insurance.</li>
<li>Fluency in Arabic and English, both written and spoken.</li>
<li>A genuine passion for financial education and empowering individuals to make informed financial decisions.</li>
<li>The ability to manage multiple tasks concurrently, prioritize effectively, and collaborate with a distributed team.</li>
</ul>
<p><b>Nice to Have</b></p>
<ul>
<li>Advanced knowledge of regional financial systems and regulations in Egypt and across the Middle East region.</li>
<li>Experience working in a remote or distributed team environment.</li>
<li>Comfort working across multiple digital applications and platforms.</li>
<li>Experience developing and delivering presentations to large audiences.</li>
</ul><h1 class="jobSectionHeader"><b>Closing</b></h1>
<p>
LearnLux is committed to an inclusive workplace. We welcome applications from all individuals and do not discriminate in any employment decision on the basis of any characteristic protected by applicable local law. We particularly encourage candidates from historically under-represented or marginalized communities to apply.</p>
<p>
We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. If you are interested in this opportunity but not sure if you fit this role, please apply and include a note to let us know of your interest. We're excited to speak with you about joining our team!</p></div>

Financial Planner - Egypt

<div><h1 class="jobSectionHeader"><b>About LearnLux</b></h1>
<p>
LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner&trade;️ professionals. Our award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work. Advanced reporting helps our partners understand impact, driving outcomes like reduced financial stress, increased productivity, and improved retention.</p>
<p>
We're building LearnLux with intention. We move quickly, operate with a high bar for quality, and value people who take ownership of their work. If you're energized by solving new problems, taking accountability, and pushing yourself to do your best work every day, you'll find this a rewarding environment.</p>
<p>
We're a venture-backed company that has raised over $35M to date and is supported by experienced investors and long-term partners. We're a growth-focused business building for scale, and we're excited by the opportunities and challenges that come with that journey.</p>
<h1 class="jobSectionHeader"><b>
About the Role</b></h1>
<p>
LearnLux is seeking qualified personal finance professionals who have experience providing one-on-one financial guidance to individuals to join our growing team. The ideal candidate will hold relevant personal financial planning designations, certifications, or academic diplomas.</p>
<p>
In this role, you will leverage the LearnLux digital platform to work directly with employees across the United Arab Emirates, delivering unbiased, holistic financial guidance tailored to their unique needs. Your financial expertise and member-first approach will help employees prepare for and achieve their personal financial goals.</p>
<p>
This is a fully remote role based within the United Arab Emirates, reporting to our Global Planning Manager.</p>
<p><b>
Key Responsibilities</b></p>
<ul>
<li>Meet and engage with members remotely via video, chat, and email to guide them on topics such as budgeting, retirement readiness, equity compensation, and more.</li>
<li>Adapt the LearnLux Global Planning methodology to best serve members in the Middle East region.</li>
<li>Participate in regular team meetings, contributing your subject matter expertise to continuously improve the financial guidance offered to members.</li>
<li>Develop a deep understanding of member benefit plans, acting as a trusted extension of their HR or benefits team during open enrollment periods.</li>
<li>Collaborate with our content team to create outlines, review financial lessons, and approve content for the LearnLux digital platform.</li>
<li>Lead engagement initiatives for employer partners, including digital webinars and occasional on-site events.</li>
</ul>
<p><b>You Should Have</b></p>
<ul>
<li>A designation, certification, or diploma in personal financial planning or a relevant field.</li>
<li>At least three years of experience providing one-on-one guidance across multiple areas of personal finance, including retirement, equity compensation, budgeting, debt management, estate planning, and insurance.</li>
<li>Fluency in Arabic and English, both written and spoken.</li>
<li>A genuine passion for financial education and empowering individuals to make informed financial decisions.</li>
<li>The ability to manage multiple tasks concurrently, prioritize effectively, and collaborate with a distributed team.</li>
</ul>
<p><b>Nice to Have</b></p>
<ul>
<li>Advanced knowledge of regional financial systems and regulations in the UAE and the Middle East region.</li>
<li>Experience working in a remote or distributed team environment.</li>
<li>Comfort working across multiple digital applications and platforms.</li>
<li>Experience developing and delivering presentations to large audiences.</li>
</ul><h1 class="jobSectionHeader"><b>Closing</b></h1>
<p>
LearnLux is committed to an inclusive workplace. We welcome applications from all individuals and do not discriminate in any employment decision on the basis of any characteristic protected by applicable local law. We particularly encourage candidates from historically under-represented or marginalized communities to apply.</p>
<p>
We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. If you are interested in this opportunity but not sure if you fit this role, please apply and include a note to let us know of your interest. We're excited to speak with you about joining our team!</p></div>

Financial Planner - United Arab Emirates

Carson Group

<p></p><div><div><p><b>Who We Are</b></p><br>
<p></p>
<p>
In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It&rsquo;s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.</p>
<p>
We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms &ndash; and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.</p><br>
<p></p>
<p><b>
Who We Want</b></p>
<p>
Develop comprehensive financial plans and sophisticated planning models for high-net-worth and complex client situations. Translate advanced planning strategies into clear, actionable insights that support advisors and clients in making informed financial decisions. Prepare client-ready analyses, presentations, and scenario modeling while ensuring accuracy, consistency, and alignment with overall financial planning strategy. Participate in client discussions and planning engagements to communicate complex financial concepts with clarity and professionalism.</p></div><div><br>
<p>
</p><p><b>What To Expect</b></p></div><div><br>
<p>
</p></div><div><ul><li><p>Financial Planning &amp; Scenario Modeling: Develop and maintain comprehensive financial plans using industry planning software. Model complex financial planning scenarios including retirement projections, liquidity events, estate planning strategies, charitable planning, and tax-efficient distribution strategies. Translate complex balance sheets and financial data into structured planning analyses. Prepare clear, client-ready plan summaries and scenario comparisons. Ensure planning assumptions and outputs are accurate, defensible, and aligned with financial planning strategies.</p>
</li>
</ul></div><div><ul><li><p>Data Integration &amp; Financial Analysis: Incorporate investment and balance sheet data into planning analyses using portfolio reporting platforms and planning tools. Coordinate with investment professionals and internal stakeholders to ensure portfolio projections and planning assumptions are aligned. Integrate investment reporting, financial data, and planning models into cohesive financial planning outputs.</p>
</li>
</ul></div><div><ul><li><p>Client Engagement &amp; Presentation Support: Prepare financial planning materials and analysis in advance of client meetings. Present financial planning concepts, recommendations, and scenario outcomes during client discussions. Translate complex financial strategies into clear explanations for clients and advisors. Document follow-up items and implement planning updates following client meetings.</p>
</li>
</ul></div><div><ul><li><p>Strategic Planning &amp; Case Design: Research advanced financial planning strategies including estate, tax, liquidity, and multi-generational planning approaches. Support the evaluation of planning opportunities across complex client situations. Contribute to internal case discussions and strategy development. Maintain planning templates, modeling standards, and presentation best practices.</p>
</li>
</ul></div><div><ul><li><p>Process Management &amp; Collaboration: Coordinate with advisors, client service professionals, and data providers to gather planning inputs and documentation. Maintain data accuracy within planning systems and supporting materials. Deliver planning analyses and client materials within required timelines. Identify opportunities to improve planning workflows, tools, and operational efficiency.</p>
</li>
</ul></div><div><ul><li><p>Other Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.</p></li></ul><br>
</div>
<p></p><div><p><b>What You Need</b></p><br>
<p>
</p></div><div><ul><li><p>Bachelor&rsquo;s degree in Finance, Financial Planning, Economics, Business, or related field required.</p>
</li>
</ul></div><div><ul><li><p>Certified Financial Planner (CFP&reg;) designation or completion of CFP&reg; coursework with eligibility to sit for the exam required.</p>
</li>
</ul></div><div><ul><li><p>Additional professional credential such as Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Juris Doctor (JD), Chartered Advisor in Philanthropy (CAP&reg;), or similar credential preferred.</p>
</li>
</ul></div><div><ul><li><p>Minimum of five years of financial planning experience supporting high-net-worth or complex clients required.</p>
</li>
</ul></div><div><ul><li><p>Experience developing and presenting comprehensive financial plans required.</p>
</li>
</ul></div><div><ul><li><p>Experience supporting senior advisors or financial planning teams with complex client situations required.</p>
</li>
</ul></div><div><ul><li><p>Advanced proficiency in financial planning software such as eMoney or MoneyGuide Pro required.</p>
</li>
</ul></div><div><ul><li><p>Experience utilizing portfolio reporting or balance sheet aggregation platforms such as Addepar preferred.</p>
</li>
</ul></div><div><ul><li><p>Strong technical knowledge of financial planning concepts including retirement planning, tax strategy, estate planning, and wealth transfer strategies required.</p>
</li>
</ul></div><div><ul><li><p>Ability to model complex financial scenarios and synthesize results into clear insights required.</p>
</li>
</ul></div><div><ul><li><p>Strong presentation, communication, and client engagement skills required.</p>
</li>
</ul></div><div><ul><li><p>Ability to manage multiple planning engagements simultaneously while maintaining high attention to detail required.</p>
</li>
</ul></div><div><ul><li><p>Collaborative mindset with strong organizational and problem-solving skills required.</p>
</li>
</ul></div><div><ul><li><p>Professional discretion and ability to interact with sophisticated clients and stakeholders required.</p></li></ul><br>
<p></p>
<p>
</p><p><b>EEO Statement:</b></p><br>
<p></p>
<p>
In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.</p>
<p>
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.</p><br>
<p></p>
<p>
The total rewards expected for this role include:</p><br>
<p></p>
<ul>
<li>Starting annual base salary between $105,000 - 140,000.</li>
<li>Variable compensation potential (Bonus and/or commissions)</li>
<li>Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&amp;D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.</li></ul></div></div><p></p>

Private Client Services Financial Planner

Mercer Advisors

<div><div><p><b>Why Work at Mercer Advisors?</b></p>
<p>
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*</p>
<p>
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.</p>
<p>
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.</p>
<ul><li>Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics &ndash; including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.</li></ul></div><p></p><div><br>
<div>
<div><div><p><b>Job Summary:</b></p></div></div><div><br>
<div>
<p>Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management Teams nationwide by creating customized, comprehensive personal financial plans.</p>
<p>
This role is responsible for document analysis, data management, financial plan construction, ongoing maintenance, and implementation. Membership in the Financial Planning Group offers an excellent opportunity for individuals seeking to build strong technical expertise in preparation for a career in financial planning or as a future Wealth Advisor.</p>
<p>
In this role, you will prepare comprehensive financial planning modules using a variety of industry-leading software and proprietary tools. You will collaborate closely with in-house specialists in investments, tax, estate planning, and insurance solutions. Success in this position requires a genuine passion for financial planning, along with self-motivation, flexibility, strong attention to detail, a process-driven mindset, analytical skills, high follow-through, and excellent communication abilities.</p></div></div><br>
</div>
</div><p></p><div><div><div><div><p><b>Essential Job Functions for this role include:</b></p></div></div><div><br>
<div>
<p>The Financial Planner's responsibilities include, but are not limited to:</p>
<ul>
<li>Preparing financial plans for prospective and existing clients, including:</li>
<li><ul><li>Cash flow and spending plans</li>
<li>Investment analysis</li>
<li>Retirement projections</li>
<li>Social Security analysis</li>
<li>Education funding analysis</li>
<li>Stock options analysis</li>
<li>Estate planning analysis</li>
<li>Tax planning</li>
<li>Asset protection and risk management needs analysis</li>
</ul></li><li>Partnering with sales teams and advisors to collect and review client documentation required for financial plan preparation.</li>
<li>Utilizing financial planning tools such as eMoney, Morningstar, SS Analyzer, Excel, CRM systems, and portfolio analysis tools to develop client financial plans.</li>
<li>Collaborating with sales and Wealth Advisor teams to deliver an exceptional, seamless client experience with a focus on accuracy and timeliness.</li>
<li>Working cross-functionally with teams within Family Wealth Services and Investments to develop integrated client strategies and tailored recommendations.</li>
<li>Staying current on financial planning topics, including cash management, investments, wealth transfer strategies, complex retirement planning, Social Security, and tax planning.</li>
<li>Assisting in the creation and implementation of workflows and procedures to improve efficiency and enhance team processes.</li></ul></div><br>
</div><br>
</div></div><p></p><div><div><div><div><p><b>Knowledge, Skills, and Abilities:</b></p></div></div><p></p><div><div><br>
<ul>
<li>Bachelor's degree from an accredited institution; preferred fields include Financial Planning, Business, Economics, Psychology, or Finance.</li>
<li>Completion of CFP&reg; coursework.</li>
<li>A minimum of one year of financial industry&ndash;related experience preferred.</li>
<li>Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software (e.g., eMoney, SS Analyzer, CRM, portfolio analysis, and tax planning tools) preferred.</li>
<li>Strong verbal, written, analytical, and organizational skills.</li>
<li>Demonstrated ability to manage multiple priorities and meet tight deadlines in a collaborative, team-oriented environment.</li>
<li>Customer service&ndash;oriented mindset; coachable and eager to learn.</li>
<li>High level of discretion and ability to maintain confidentiality.</li>
<li>Flexibility and adaptability in a fast-paced environment.</li>
<li>Ability to travel up to 10%.</li></ul></div><br>
</div><br>
</div></div><p></p><div><div><div><div><p><b>Work Schedule:</b></p></div></div><div><br>
<div>
<p>This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.<br>
</p><p></p><p>All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.</p></div></div><br>
</div>
</div><p></p><div><div><div><div><p><b>Working Conditions:</b></p></div></div><div><br>
<div>
<p>This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.</p>
<p>
#LI-Hybrid</p>
</div>
</div><br>
</div></div><div><p><b>Benefits:</b></p>
<p>
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:</p>
<ul>
<li>Company Paid Basic Life &amp; AD&amp;D Insurance</li>
<li>Company Paid Short-Term and Long-Term Disability Insurance</li>
<li>Supplemental Life &amp; AD&amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance</li>
<li>Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.</li>
<li>Kaiser Medical plans available in California</li>
<li>Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.</li>
<li>Two comprehensive Dental Plans</li>
<li>Vision Insurance Plan</li>
<li>Dependent Care Savings Account for child and dependent care.</li>
<li>14 Company Paid Holidays including a full week off at Thanksgiving.</li>
<li>Generous paid time off program for vacation and sick days</li>
<li>Employee Assistance Plan</li>
<li>Family Medical Leave</li>
<li>Paid Parental Leave (8 weeks)</li>
<li>Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.</li>
<li>Adoption Assistance Reimbursement Program</li>
<li>Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.</li>
<li>401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option</li>
<li>Pet Insurance</li>
</ul>
<p><b>We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.</b></p>
<p><i>
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.</i></p>
<p>
If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. <b><i>This inbox is for accommodation requests only.</i></b></p>
<p>
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our <b>Applicant Notices and Employment Rights</b>.</p>
<p>
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.<br>
CCPA Notice at Collection</p></div></div>

Financial Planner (Springfield, MO)

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

Northwestern Mutual

<div>Overview:
<div>
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:</div><div><br>
</div><p>Planning Experience &middot; Asset &amp; Income Protection &middot; Education Funding &middot; Investment &amp; Advisory Services &middot; Trust Services &middot; Retirement Solutions &middot; Business Needs Analysis</p><div></div><div><br>
Northwestern Mutual&rsquo;s proprietary planning software helps you educate your clients and deliver holistic financial plans&mdash;including investments for growth, insurance for protection, and annuities for guaranteed income in retirement&mdash;that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.</div><div><br>
</div><div>We believe there&rsquo;s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.</div><br>
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Responsibilities:
<p>
As a financial advisor, you will:</p><ul><li>
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience</li><li>
Build personalized, holistic financial plans tailored to every client&rsquo;s unique needs</li><li>
Manage your client&rsquo;s financial plans to help them achieve their goals</li><li>
Grow relationships with clients to support them through every stage of life</li></ul><p><b><br>
Training, licensing &amp; designations</b></p><p>
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you&rsquo;ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.</p><p>
To become a financial advisor, you must obtain the following licenses: Life/Accident &amp; Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.</p><p><b><br>
Compensation &amp; Benefits</b></p><ul><li>
Performance-based earnings and revenue1:<ul><li><i>
A</i><i>verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)</i></li><li><i>
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)</i></li></ul></li><li>
Additional income structure to support training and early development</li><li>
Renewal income earned for continued client support and policy management</li><li>
Bonus programs and expense allowances</li><li>
Support for insurance licensing, Securities Industry Essentials&reg;, Series 6, Series 7, Series 63, and more</li><li>
Certified Financial Planner&reg; licensing support2</li><li>
Fully company-funded retirement package and pension plan</li><li>
Competitive and comprehensive medical, vision, and dental plans</li><li>
Life Insurance and Disability Income Insurance</li><li>
Parental benefits at every stage of family planning #LI-Onsite</li></ul><br>
<div></div>
Qualifications:
<p><b>
You could be right for this opportunity if you have:</b></p><ul><li>
Bachelor&rsquo;s degree</li><li>
Entrepreneurial ambitions to be a business owner</li><li>
History of success in relationship-building or client-facing roles</li><li>
Excellent time-management skills</li><li>
Desire for continuous learning and collaboration</li><li>
Proficient critical thinking skills</li><li>
Strong communicator</li><li>
Strong sense of motivation and drive</li><li>
Legal authorization to work in the US without sponsorship</li></ul><div></div><p><br>
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.</p><div></div><p><br>
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), <b>Northwestern Mutual Investment Services, LLC</b> <b>(NMIS)</b> (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company&reg; (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.</p><ul><li>Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.</li></ul><p>
1No level of income is guaranteed. As used here, &ldquo;revenue&rdquo; includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024</p><div>
2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP&reg;, CERTIFIED FINANCIAL PLANNER&reg;, and CFP&reg; (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization&rsquo;s initial and ongoing certification requirements to use the certification marks.</div><div></div><div><br>
3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.</div><br>
<div></div>
Posted Salary Range: USD $61,000.00 - USD $250,000.00 /Yr.</div>

Financial Advisor

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