personal financial planner

LearnLux

<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

<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)

Hightower Advisors

Your Future Team
<br>Natoma Wealth is a fast-paced financial advisory practice based in Folsom, CA. We are a client-centric team that provides a holistic approach to wealth management.
<br><br>
<b>Characteristics you will need for this role:</b><br>
<ul>
<li>Adaptable. You are comfortable working in a fast-paced environment and can adapt to change.</li>
<li>Agile. You maintain composure and remain positive under pressure even in complex situations.</li>
<li>Team player. You love collaborating and sharing ideas. You trust your teammates, and support as needed.</li>
<li>Clear communicator. You are great at getting and giving respectful and productive feedback to clients and colleagues.</li>
<li>Organized. You create clear and logical processes to support your work and that of the organization.</li>
</ul>
Job Summary
<br>We're searching for a Paraplanner to join our team. You will be responsible for data gathering and preparation of planning documents required to gain familiarity of clients’ overall financial situation. You will provide technical support to Wealth Advisors for financial planning meetings and keeping plans current. You will report to the Wealth Advisors.
<br><br>
What You’ll Do
<br><ul>
<li>Gather, organize and assess client or prospect data including financial statements, tax returns, estate planning documents, insurance policies and other information needed to develop a financial plan. Summarize / communicate information to the Wealth Advisor.</li>
<li>Assist Wealth Advisor with preparing client financial plans, financial scenarios and presentations.</li>
<li>Attend client meetings. Prepare notes after client meetings and complete assigned tasks, depending on complexity.</li>
<li>Assign, monitor and complete tasks in CRM.</li>
<li>Assist clients with questions, requests and/or issues related to various financial planning and investment topics.</li>
<li>Assist in analysis of clients outside holdings.</li>
<li>Gather information, prepare and follow up on updated net worth summaries and other financial information.</li>
<li>Request, scan and electronically file client tax returns and update CRM for advisor review.</li>
<li>Assist with documenting policies and procedures for the development of financial plans and other related workflows.</li>
<li>Compose and prepare correspondence and client documents, including spreadsheets and reports as required.</li>
<li>Communicate and collaborate with clients’ professional contacts, i.e. CPAs, attorneys, insurance agents, etc.</li>
<li>Assist Wealth Advisor in monitoring clients’ portfolios.</li>
</ul>
Required Skills
<br><ul>
<li>Interpersonal, listening and written/verbal communication skills.</li>
<li>Must be organized, analytical, able to multi-task and proactively research and solve problems.</li>
<li>Able to work independently and establish priorities.</li>
<li>Proficiency in Word, Excel, CRM and Outlook.</li>
<li>Working knowledge of a variety of investment tools.</li>
<li>Excellent follow-through and communication to team members regarding status of open items.</li>
<li>Able to work with the highest standards of confidentiality and ethics.</li>
<li>Team player, able to work well with all levels of the practice, and clients.</li>
</ul>
What You’ll Bring
<br><ul>
<li>Bachelor’s Degree</li>
<li>Two or more years of experience in a similar position</li>
<li>Series 65 license, other licenses may be required over time</li>
<li>Must be willing to increase knowledge of the industry through continuing education</li>
</ul>
What We Offer
<br><ul>
<li>Annual base salary range of $65,000-$80,000 based on qualifications and experience, plus discretionary bonus</li>
<li>Coverage on the first day of employment for medical, dental, and vision insurance</li>
<li>Flexible PTO plan</li>
<li>401k matching plan</li>
</ul>
<b>AN EQUAL OPPORTUNITY EMPLOYER:</b> Natoma Wealth is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
<br><br>
You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Paraplanner - Natoma Wealth

Fidelity Investments

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

Vice President, Wealth Planner - Fort Collins, CO

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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