financial planning advisor

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)

First Command Financial Services

<div><p>Join the mission. Coach those who serve.</p>
<p>
At First Command, we&rsquo;ve been guiding military families toward financial security since 1958. We're looking for seasoned financial advisors who are ready to elevate their impact. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach.</p>
<p><b>
What You&rsquo;ll Do</b></p>
<p>
As an experienced Financial Advisor at First Command, you&rsquo;ll go beyond the basics&mdash;providing comprehensive financial guidance that evolves with our clients' lives. You&rsquo;ll:</p>
<ul>
<li><b>Serve as a Trusted Advisor</b><br>
Identify and adapt to each client&rsquo;s evolving financial goals across all stages of wealth&mdash;accumulation, preservation, and legacy. Regularly meet with clients to assess their circumstances, track progress, and adjust plans based on life events, economic shifts, and regulatory changes.</li>
<li><b>Deliver Advanced, Personalized Planning</b><br>
Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations&mdash;tailored to the unique needs of military families.</li>
<li><b>Provide a High-Touch Client Experience</b><br>
Foster long-term relationships through a service model that emphasizes clarity, confidence, and responsiveness. Build trust by consistently delivering value and guidance that empowers clients to make informed decisions.
</li><li><b>Engage the Military Community</b><br>
Build relationships with advocates and centers of influence within the local and military community to generate referrals and other opportunities.</li>
</ul>
<ul><li> <b>Drive Results and Grow Your Business</b></li></ul>
Achieve performance goals by delivering personalized financial strategies, generating revenue, and building long-term client relationships. Expand your practice through strong referral networks&mdash;especially within the military community&mdash;while identifying new opportunities and deepening existing client engagement.
<p><b>
What Sets You Apart</b></p>
<ul>
<li>A minimum of 5 years of experience in financial services, with a strong record of building and retaining client relationships.</li>
<li>Skilled in portfolio and wealth management, with the ability to integrate financial products into a long-term planning strategy.</li>
<li>Exceptional interpersonal and relationship-building skills, enabling you to connect with clients and build trust through meaningful, long-term engagement.</li>
<li>The drive and discipline to run your own independent business&mdash;offering flexible hours and the opportunity to earn unlimited income based on commissions and performance-based incentives.</li>
<li>Military experience or affiliation is strongly preferred.</li>
</ul>
<p><b>Licensing &amp; Certifications</b></p>
<ul>
<li>Required: Series 7 &amp; 66 (or 6, 63, 65) and Life &amp; Health license</li>
<li>Preferred: CFP&reg;, ChFC&reg;, or RICP&reg; designations</li>
</ul>
<p><b>Your Next Step</b></p>
<p>
If you're an experienced advisor who wants to make a difference in the lives of those who serve&mdash;and continue building your career with purpose&mdash;First Command is where you belong.</p></div>

Financial Advisor – Experienced Professionals

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>
<div></div>
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

BTA Agency

<p><b>Overview</b><br/>Join our dynamic team as a Financial Advisor and become a vital partner in helping clients achieve their financial goals. In this role, you will provide expert guidance on a broad range of financial services, including estate planning, investment management, and tax strategies. Your proactive approach will empower clients to make informed decisions, optimize their wealth, and secure their financial future. We are looking for motivated professionals who thrive on building strong relationships and delivering tailored financial solutions with enthusiasm and integrity.</p><p><b>Responsibilities</b></p><ul><li>Develop comprehensive financial plans by analyzing clients&rsquo; current financial situations, including assets, liabilities, income, and expenses.</li><li>Advise clients on estate planning strategies such as wills, trusts, and estate law to protect their legacy.</li><li>Conduct detailed financial analysis using advanced financial software to evaluate investment opportunities and risks.</li><li>Provide guidance on securities law compliance and ensure all recommendations adhere to regulatory standards.</li><li>Assist clients with cash management, banking services, and asset allocation to optimize their wealth management strategies.</li><li>Build and maintain strong customer relationships through regular communication, personalized service, and ongoing portfolio management.</li><li>Stay informed about market trends, research new investment products, and continuously enhance your knowledge of financial concepts such as accounting, corporate accounting, and public accounting.`</li></ul><p><b>Experience</b></p><ul><li>No necessary experience required, customer service preferred.</li></ul><p><b>Qualifications</b></p><ul><li>State life-insurance license (can get it within the company upon hire).</li><li>Appointed with insurance carriers (can get appointed within the company upon hire).</li></ul><p>Pay: $60,828.73 - $73,256.11 per year</p><p>Benefits:</p><ul><li>Financial planning services</li></ul><p>People with a criminal record are encouraged to apply</p><p>Language:</p><ul><li>English (Required)</li><li>Spanish (Required)</li></ul><p>Work Location: Hybrid remote in Spring, TX 77381</p>

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

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Financial Planning Assistant or Associate Financial Planner