financial planning adviser

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

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

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)

<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

Integrity Marketing Group

<p><b>Company Overview</b></p><p><b>Integrity Marketing Group </b>is a leader in providing holistic life, health and wealth planning and solutions designed to help families achieve financial security, retirement planning, and wealth building strategies.. We are a rapidly growing life insurance agency dedicated to making the process of securing health and financial wellbeing simple. Beyond serving our clients, we support driven professionals by developing their skills with mentorship and resources needed to succeed and build their own independent business in the financial services industry.</p><p><b>Integrity Marketing Group</b> is seeking motivated <b>Financial Planning Specialists</b> who want to make a difference. In this role, you&rsquo;ll learn from industry leaders, develop professional sales skills, and help clients reach their financial goals &mdash; all in a supportive, flexible, and high-growth environment.</p><p><b>Key Responsibilities</b></p><ul><li><b>Client Education:</b> Educate individuals and families on a variety of financial products and solutions designed to help them achieve greater financial stability and long-term security.</li><li><b>Needs Assessment:</b> Conduct personalized consultations to understand each client&rsquo;s goals, challenges, and priorities, providing tailored recommendations to meet their financial objectives.</li><li><b>Relationship Building:</b> Develop and maintain strong client relationships through networking, referrals, and consistent follow-up, ensuring trust and long-term satisfaction.</li><li><b>Sales Execution:</b> Present and explain financial service options in a clear and engaging way, helping clients make confident, informed decisions.</li><li><b>Team Collaboration:</b> Work closely with mentors, trainers, and leadership to enhance your product knowledge, sales techniques, and professional growth.</li><li><b>Professional Development:</b> Participate in ongoing training programs to strengthen your communication, leadership, and client service skills.</li><li><b>Compliance &amp; Integrity:</b> Conduct all client interactions with honesty and professionalism, maintaining compliance with company standards and regulatory guidelines.</li></ul><p><b>Qualifications</b></p><ul><li>Strong entrepreneurial mindset with a desire for personal and financial growth.</li><li>Excellent communication, presentation, and relationship-building skills.</li><li>Self-motivated and disciplined, with the ability to manage time and goals effectively.</li><li>Previous experience in sales, customer service, or financial services preferred (but not required).</li><li>Willingness to complete any necessary state licensing or training requirements (assistance provided).</li><li>Ability to work independently or as part of a team in a fast-paced, goal-oriented environment.</li><li>Reliable transportation and the ability to attend client appointments or local events as needed.</li><li>High school diploma or equivalent required; college coursework or degree in business, finance, or related field is a plus.</li><li>Must be at least <b>18 years old</b> with a valid driver&rsquo;s license.</li><li><b>Bilingual Speakers</b> are highly encouraged to apply</li><li>A <b>one-time $200 investment</b> for training, support, and carrier access.</li></ul><p><b>What We Offer</b></p><ul><li><b>State licensing support</b> (Life &amp; Health Insurance).</li><li><b>Structured mentorship</b> and hands-on coaching. A collaborative culture focused on integrity, professionalism, and community impact.</li><li>Opportunities for <b>growth, leadership, and career advancement</b> within a rapidly expanding national organization.</li><li>A <b>successful, duplicatable business model</b> suited for part-time or full-time commitment to balance your professional and personal commitments.</li><li>Access to products from <b>top-rated financial carriers</b>.</li></ul><p><b>Compensation</b></p><ul><li>Compensation is performance-based, with commissions and bonuses available.</li><li>The range is based on the average sales representative in current markets</li><li>This is a 1099 position or non-salaried</li></ul><p>Join us as a Financial Planning Specialist and become a vital part of empowering individuals to realize their financial aspirations! Your expertise will inspire confidence and help shape secure futures for our valued clients.</p><p><i>Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.</i></p><p>Pay: $30,000.00 - $100,000.00 per year</p><p>Benefits:</p><ul><li>Flexible schedule</li><li>Professional development assistance</li></ul><p>Application Question(s):</p><ul><li>A one-time $200 investment for training, support, and carrier access.</li></ul><p>Are you willing to do so if accepted?</p><ul><li>This is a 1099 position or non-salaried, and compensation is performance-based, with commissions and bonuses available.</li></ul><p>Do you understand? </p><p>Ability to Commute:</p><ul><li>Gaithersburg, MD 20878 (Required)</li></ul><p>Work Location: Hybrid remote in Gaithersburg, MD 20878</p>

Financial Planning Specialist

American Family Insurance

<p></p><div><p>Position Compensation Range:</p>
$88,000.00 - $145,000.00<p></p><p>
Pay Rate Type:</p>
Salary<p></p><p><i>
Compensation may vary based on the job level and your geographic work location. </i><i>Relocation support is offered for eligible candidates.</i></p><p></p><p>
The Lead Financial Planning Advisor is responsible for providing the process for ground-up financial planning and analysis and company decision making. You will support enterprise FP&amp;A with advanced data management and analytical capabilities. You will implement processes for consistently improving monthly financial and operating reporting, budgeting/forecasting, and financial analysis. You will also provide analysis and assistance within the overall effort to drive financial planning. This role is ideal for someone who enjoys working with large, complex datasets and building scalable solutions that improve decision‑making across the organization. You will report to the Senior Manager, Corporate Financial Planning &amp; Analysis</p><p><br>
In this flex office/home role, you will be expected to work a minimum of 10 days per month from either Madison, WI 53783 or Boston, MA 02110</p><p></p><p>
Internal candidates are encouraged to apply regardless of location and will be considered based upon the needs of the role.</p><p><br>
Primary Accountabilities</p><ul><li>
You will facilitate and lead the annual planning process and meetings for the division.</li><li>
You will serve as expert resource for operational analysis and planning to other team members.</li><li>
You will present divisional plans and analyses to leadership and provide guidance.</li><li>
You will collaborate with leadership to implement business plan initiatives and monitor ongoing progress.</li><li>
You will lead the analysis of actual performance against budget and the annual business plan and make recommendations.</li><li>
You will communicate divisional performance metrics within and outside the division.</li><li>
You will lead the planning and development of various financial analyses needed for divisional initiatives.</li></ul><p></p><p>
Specialized Knowledge &amp; Skills Requirements</p><ul><li>
Deep experience with<b> big data </b>environments and large‑scale data consolidation</li><li>
Strong skills in <b>data modeling, automation,</b> and building repeatable processes</li><li>
Proficiency in <b>Python, GCP, SQL</b> (data transformation, automation, analytics)</li><li>
Ability to integrate and manage data from <b>multiple sources/systems</b></li><li>
Comfortable partnering with Finance, Technology, and cross‑functional teams</li><li>
Strong communicator who can turn data into clear, actionable insights</li><li>
Demonstrated experience providing customer-driven solutions, support or service.</li><li>
Solid knowledge and understanding of business planning processes and tools.</li><li>
Demonstrated experience presenting business plan and financial information to leadership.</li><li>
Extensive knowledge and understanding of insurance accounting and operations.</li><li>
Extensive knowledge and understanding of forecasting techniques and/or data modeling.</li><li>
Extensive knowledge and understanding of financial reporting, budget, and forecasting techniques.</li><li>
Demonstrated experience performing basic financial and/or operational analysis.</li><li>
Travel Requirements up to 5%</li></ul><p></p><h3 class="jobSectionHeader"><b>
Additional Information</b></h3><ul><li><p>
Offer to selected candidate will be made contingent on the results of applicable background checks</p></li><li><p>
Offer to selected candidate is contingent on signing a non-disclosure agreement for proprietary information, trade secrets, and inventions</p></li><li><p>
Sponsorship will not be considered for this position unless specified in the posting</p></li></ul><p></p><p>
We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits.</p><p></p><p>
We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.</p><p></p><p>
American Family Insurance is committed to the full inclusion of all qualified individuals. If a reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please email AskHR@AmFam.com to request a reasonable accommodation.</p><p></p>
#LI-RS1</div>

Lead Financial Planning Advisor (Hybrid)

X-Bow Systems

<div>
 <p>
  <strong>
   About the job
   <br/>
  </strong>
  <strong>
   Job Title: Financial Planning &amp; Analysis (FP&amp;A)
   <br/>
  </strong>
  <strong>
   Location: Remote, Texas, New Mexico, Alabama
   <br/>
  </strong>
  <strong>
   Company: X-Bow Systems
  </strong>
  <br/>
  <strong>
   Job Description:
   <br/>
  </strong>
  X-Bow Systems is seeking an experienced and dynamic
  <strong>
   Financial Planning &amp; Analysis (FP&amp;A)
  </strong>
  to join our growing team. This role is critical in driving financial performance, strategic planning, and supporting key business decisions. The ideal candidate will have a strong background in financial planning, budgeting, and acquisitions, with a demonstrated ability to operate effectively in a fast paced and innovative environment.
  <br/>
  <strong>
   Key Responsibilities:
   <br/>
  </strong>
  - Lead the financial planning and analysis function, including the development of
  <br/>
  budgets, forecasts, and long-range plans.
  <br/>
  - Provide insightful analysis and reporting to senior management to support decision-making processes.
  <br/>
  - Oversee the budgeting process, ensuring alignment with the company's strategic
  <br/>
  objectives and financial goals.
  <br/>
  - Conduct financial modeling to support business initiatives, including potential
  <br/>
  acquisitions and investments.
  <br/>
  - Evaluate acquisition opportunities, perform due diligence, and integrate acquired
  <br/>
  businesses into the company's financial systems.
  <br/>
  - Develop and maintain financial dashboards and key performance indicators (KPIs) to
  <br/>
  track company performance.
  <br/>
  - Collaborate with cross-functional teams to drive financial discipline and optimize
  <br/>
  resource allocation.
  <br/>
  - Assist with the preparation of monthly, quarterly, and annual financial reports,
  <br/>
  highlighting variances and recommending corrective actions.
  <br/>
  - Support the CFO in preparing presentations for the board of directors, investors, and
  <br/>
  other stakeholders.
  <br/>
  - Stay up-to-date with industry trends and best practices in financial planning and
  <br/>
  analysis.
  <br/>
  <strong>
   Qualifications:
   <br/>
  </strong>
  - Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CFA
  <br/>
  preferred.
  <br/>
  - 7+ years of experience in financial planning and analysis, with a focus on budgeting,
  <br/>
  forecasting and acquisitions.
  <br/>
  - Proven experience in the aerospace, defense, or technology industries is a plus.
  <br/>
  - Strong understanding of financial statements and corporate finance reporting
  <br/>
  requirements under GAAP, DCAA, and Sarbanes Oxley.
  <br/>
  - Adept with financial modeling and forecast design and development.
  <br/>
  - Enjoy leading finance transformation initiatives from inception, deployment and
  <br/>
  maturation.
  <br/>
  - Strong data management and data architecture skills with proficiency in financial
  <br/>
  software and tools (e.g., Excel, ERP systems, financial planning software).
  <br/>
  - Excellent analytical, problem-solving, and communication skills.
  <br/>
  - Ability to work independently and manage multiple projects in a dynamic environment.
  <br/>
  - High attention to detail and strong organizational skills
 </p>
 <br/>
 <p>
  &nbsp;
 </p>
 <br/>
 <p>
  <span>
   <strong>
    COMPANY
   </strong>
  </span>
 </p>
 <br/>
 <p>
  <span>
   X-Bow Launch Systems, Inc. (pronounced "Crossbow") is a U.S. defense technology and rocket propulsion company that has developed an innovative, low-cost method to manufacture solid rocket motors. Our propulsion technology, space launch, and modular boost platforms make us unique and highly desirable aerospace supplier to the defense and national security industries.
  </span>
 </p>
 <br/>
 <p>
  <span>
   We are looking for a candidate who combines strong communication, organization, and management skills with broad interests and experience. As a key member of a small, dynamic, and highly skilled team, you will be expected to actively collaborate with others as well as work independently to accomplish assignments and responsibilities successfully. Creativity and methodical problem-solving are both required.
  </span>
 </p>
 <br/>
 <p>
  <span>
   Additionally, we are looking for someone energetic, flexible, and adaptable who is enthusiastic about being integral to a highly competent and successful team.
  </span>
 </p>
 <br/>
 <p>
  <span>
   <strong>
    <span>
     ITAR Requirements
    </span>
   </strong>
   <span>
   </span>
  </span>
 </p>
 <br/>
 <p>
  <span>
   <span>
    To conform to U.S. Government space technology export regulations, including the International Traffic in Arms Regulations (ITAR), you must be a U.S. citizen, a lawful permanent resident of the U.S., a protected individual as defined by 8 U.S.C. 1324b(a)(3), or eligible to obtain the required authorizations from the U.S. Department of State
   </span>
   .
  </span>
 </p>
</div>


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