planning advisor

American Family Insurance

<div>Position Compensation Range:
$88,000.00 - $145,000.00
Pay Rate Type:
Salary
Compensation may vary based on the job level and your geographic work location. Relocation support is offered for eligible candidates.
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 
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
Internal candidates are encouraged to apply regardless of location and will be considered based upon the needs of the role. 
Primary Accountabilities<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>
Specialized Knowledge &amp; Skills Requirements<ul><li>
Deep experience with big data environments and large‑scale data consolidation</li><li>
Strong skills in data modeling, automation, and building repeatable processes</li><li>
Proficiency in Python, GCP, SQL (data transformation, automation, analytics)</li><li>
Ability to integrate and manage data from multiple sources/systems</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><h3 class="jobSectionHeader">
Additional Information</h3><ul><li>
Offer to selected candidate will be made contingent on the results of applicable background checks</li><li>
Offer to selected candidate is contingent on signing a non-disclosure agreement for proprietary information, trade secrets, and inventions</li><li>
Sponsorship will not be considered for this position unless specified in the posting</li></ul>
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.
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.
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.
#LI-RS1</div>

Lead Financial Planning Advisor (Hybrid)

PNC Financial Services Group

Job Profile
 
Position Overview
 At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Business Experience and Planning Advisor within PNC's Technology-Business Experience and Planning organization, you will be based in Pittsburgh, PA.
 
a. This role supports enterprise vulnerability remediation and Workforce Identity and Access Management compliance efforts, partnering closely with technology, risk, security, and operations stakeholders.
 b. The position is responsible for coordinating remediation activities, tracking execution against risk commitments, and ensuring timely closure of identified vulnerabilities.
 c. The role requires strong analytical and communication skills to translate security and compliance requirements into actionable technology outcomes.
 d. The candidate will operate in a highly regulated environment with a strong emphasis on risk management, control adherence, and audit readiness.
 e. This role will collaborate with application teams and enterprise partners to drive consistent, sustainable compliance practices.
 
PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.
 
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
 
Job Description
 Collaborates cross-functional teams to improve business planning methods. Executes key line of business initiatives and growth strategies and programs that will drive line of business objectives. Demonstrates commitment to quality by delivering customer focus and appropriate risk management practices to customers and/or internal partners.
 Responsible for executing and implementing business planning processes. Helps to designs strategic plans based on forecasts, and provides improvement recommendations.
 Understands business direction and needs and develops solutions, roadmaps and assessment of potential business impacts. Identifies and executes opportunities that add value to the business and to achieve business goals.
 Works with key decision makers to ensure cross-business and cross-functional alignment and synergy.
 Serves as subject matter resource and advocate that influences the implementation of best practices and learning plans that meet business objectives.
 
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
 Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
 Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
 
Qualifications
 
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
 
Preferred Skills Business Development, Business Intelligence (BI), Competitive Advantages, Competitive Strategies, CyberArk Conjur, Data Integration, Data Mining, Microsoft Excel, Oracle Identity Manager (OIM), Strategic Planning
 
Competencies Collaborating, Data Gathering and Reporting, Decision Making and Critical Thinking, Effective Communications, Industry Knowledge, Internal Controls, Operational Risk, Organizational Governance, Process Management, Regulatory Environment - Financial Services, Standard Operating Procedures
 
Work Experience Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
 
Education Bachelors
 
Certifications No Required Certification(s)
 
Licenses No Required License(s)
 
Benefits
 PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
 
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
 
To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com .
 
Disability Accommodations Statement
 
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
 
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
 
Equal Employment Opportunity (EEO)
 
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
 
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
 
California Residents
 
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Business Experience and Planning Advisor - Performance Management (CyberArk, OIM, Excel)

First Command Financial Services

<div>Join the mission. Coach those who serve.

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.

What You&rsquo;ll Do

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:
<ul>
<li>Serve as a Trusted Advisor 
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>Deliver Advanced, Personalized Planning 
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>Provide a High-Touch Client Experience 
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>Engage the Military Community 
Build relationships with advocates and centers of influence within the local and military community to generate referrals and other opportunities.</li>
</ul>
<ul><li> Drive Results and Grow Your Business</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.

What Sets You Apart
<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>
Licensing &amp; Certifications
<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>
Your Next Step

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.</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> 
</div>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<div></div><div> 
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> 
</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> 
<div></div>
Responsibilities:

As a financial advisor, you will:<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> 
Training, licensing &amp; designations
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.
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. 
Compensation &amp; Benefits<ul><li>
Performance-based earnings and revenue1:<ul><li>
Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)</li><li>
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)</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> 
<div></div>
Qualifications:

You could be right for this opportunity if you have:<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> 
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.<div></div> 
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), Northwestern Mutual Investment Services, LLC (NMIS) (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.<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>
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<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> 
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> 
<div></div>
Posted Salary Range: USD $61,000.00 - USD $250,000.00 /Yr.</div>

Financial Advisor

BTA Agency

Overview 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.Responsibilities<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>Experience<ul><li>No necessary experience required, customer service preferred.</li></ul>Qualifications<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>Pay: $60,828.73 - $73,256.11 per yearBenefits:<ul><li>Financial planning services</li></ul>People with a criminal record are encouraged to applyLanguage:<ul><li>English (Required)</li><li>Spanish (Required)</li></ul>Work Location: Hybrid remote in Spring, TX 77381

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Lead Financial Planning Advisor (Hybrid)

Lead Financial Planning Advisor (Hybrid)

Business Experience and Planning Advisor - Performance Management (CyberArk, OIM, Excel)

Financial Advisor – Experienced Professionals

Financial Advisor

Financial Advisor

Financial Advisor