Planner jobs at Fidelity Investments - 272 jobs

A leading financial advisory firm in Denver is seeking a Senior Financial Advisor to provide fee-based financial advice and asset management. The role involves evaluating client needs and presenting tailored recommendations. Ideal candidates will have direct client-facing experience in wealth management and be able to build strong client relationships. The position offers a competitive compensation package, including a base salary and performance-based bonuses, along with comprehensive benefits. Applicants should possess an active Series 65 and a willingness to obtain insurance licenses. #J-18808-Ljbffr

A leading financial advisory firm in Atlanta is seeking a Director of Financial Planning to provide exemplary financial advice and manage client relationships. The ideal candidate will have direct experience in wealth management, a strong track record of client satisfaction, and possess or be able to obtain necessary licenses. This role offers a competitive salary and performance-based compensation, focusing on the clients' best interest and financial goals. #J-18808-Ljbffr

A leading financial advisory firm in Baltimore seeks a Director, Financial Planning to provide fee-based financial advice and asset management. The ideal candidate has a proven track record of serving clients effectively, evaluating their needs, and delivering tailored recommendations. This position requires an active Series 65 license and client-facing experience in wealth management, with a strong emphasis on client relationships. The anticipated compensation ranges from $125,000 to $350,000, depending on performance and client relationships. #J-18808-Ljbffr

Job Description At PEARCE, we've got a career for you! Pearce is a leading technology-enabled provider of asset management solutions for mission-critical electromechanical infrastructure throughout North America. Pearce provides technical maintenance, repair, operations, and engineering services for uninterruptible power supply (UPS) systems, backup power generators, battery energy storage systems (BESS), critical cooling systems, and other electrical and mechanical infrastructure across end markets such as renewable energy, telecom, and data centers. Founded in 1998, Pearce has more than 4,000 employees and 28 locations across the U.S. Pearce is a wholly owned subsidiary of CBRE Group, Inc., the world's largest commercial real estate services and investment firm. To learn more about Pearce visit ******************************* Your Impact: As an FTTH Planner, you design scalable, cost-effective F2 distribution networks that accelerate residential and commercial broadband deployment. You translate survey data, demand forecasts, and existing OSP conditions into accurate, constructible plans that reduce rework and build costs. By delivering complete, compliant design packages-BOMs, CCTs, Brain outputs, diagrams, and clear documentation-you keep permitting and construction moving on schedule and within budget while improving service coverage, network reliability, and long-term maintainability. Core Responsibilities Produce detailed F2 distribution network designs aligned with standards, engineering principles, and client specifications. Build and maintain 3GIS-based FTTH plans (feeder, distribution, and drop), including fiber routes, splitter placement, and cable sizing to meet coverage and take-rate targets. Analyze survey data and existing OSP infrastructure to optimize routes, minimize CAPEX, and enhance constructability. Generate full design deliverables: Bills of Materials (BOMs), CCTs, Brain outputs, diagrams, and construction packages. Ensure adherence to local regulations, permitting requirements, and industry best practices. Collaborate cross-functionally with engineering, permitting, and construction teams; provide clear redlines, markups, and revisions. Maintain accurate mapping, records, and version control across design systems and trackers. Utilize design software and toolsets (3GIS, CCT, Brain, and related FTTH planning platforms) to validate and QA designs. Core Experience 3-5 years in FTTH network design/planning with strong focus on F2 distribution layer. Hands-on proficiency with 3GIS (or similar CAD/GIS) design tools and data management systems. Solid knowledge of GPON/XGS-PON architectures, fiber optics, and passive optical network principles. Demonstrated ability to produce engineering plans (F2 diagrams), BOMs, CCTs, Brain outputs; familiarity with Site Tracker a plus. Understanding of local permitting processes and utility coordination (asset). Strong analytical and organizational skills for complex service-provider architectures and multi-stakeholder projects. Excellent written/verbal communication; able to convert complex technical data into clear, actionable documentation. Proven collaborator in cross-functional and remote settings; comfortable working independently with high attention to detail. Working knowledge of broadband telecom and OSP engineering practices with a continuous-improvement mindset and on-time, on-budget delivery. At Pearce, we are committed to fair and transparent pay practices. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and location. In addition to wages, employees may also be eligible for performance and referral bonuses, production incentives, tool/equipment and fuel stipends, company vehicle, per diem or other applicable compensation. We also offer all full-time employees a comprehensive benefits package including health and life insurance, 401k with employer match, paid time off, tuition reimbursement, and professional development courses. This pay range reflects our commitment to pay equity and compliance with state and federal pay transparency laws. If you have questions about compensation, we encourage open discussions during the hiring process. Base Pay Range$35-$38 USD What We Offer Pearce offers a family-friendly and innovative culture with opportunities for growth, competitive compensation, comprehensive health benefits including medical, dental and vision insurance, flexible spending accounts, HSA option. To help you recharge, we have paid vacation and paid holidays. For your future, we offer a company-matching 401(k) Retirement, Life Insurance, Tuition reimbursement, and professional development training. To help you be successful at work, as required for the role, we will provide a company vehicle, phone, laptop, or tablet along with all necessary tools and safety equipment. We are an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. Learn more about us at ************************

Riverstone Wealth Advisory Group, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a full-time Paraplanner to join our innovative and client-focused team. At Ameriprise Financial, we help people feel confident about their financial future by providing comprehensive financial planning and investment advice to families, individuals, and small businesses. Our mission is to simplify financial lives while helping clients achieve their goals. The Paraplanner will provide exceptionally professional, friendly, and high-quality service to our clients. This position works closely with advisors and clients to support financial plan development, prepare for client meetings, facilitate transactions, and conduct investment research. This role is not currently intended to evolve into an advisor track, although, a clear career path, with the opportunity to advance into an Associate Financial Advisor role within three to five years, is possible based on performance, licensing, and experience. This role is primarily in-office to ensure a strong foundation in training, team collaboration, and client support. Following the completion of licensing requirements, initial training, and/or a 6-month introductory period, there may be the possibility of transitioning into a hybrid work arrangement. Key Responsibilities: Client Support: Act as a point of contact for clients-respond to inquiries via phone or email and support a seamless client experience. Monitor and respond to key action items from the home office. Financial Planning Support: Assist advisors with entering data for client plans and preparing financial plans using MoneyGuide and Naviplan. Meeting Preparation/Follow Up: Prepare presentation materials, reports for client meetings using PowerPoint and other tools, and implementing post-meeting follow ups. Attend client meetings, providing support and detailed notetaking. Execute trades with documented direction from an advisor. Team Collaboration: Support advisors and other team members to ensure smooth operations and exceptional client service. Review and maintain client reports and documentation. Compensation & Benefits: Salary: $50,000 - $75,000, based on experience. With the potential of a bonus up to $20,000/year based on reaching pre-determined goals and performance. Incentives: Opportunities for bonuses and performance-based incentives. Paid Holidays: 15 market holidays per year. Paid Time Off: Starts at 12 days - 1st year is prorated and up to 22 days after 5 years with the ability to roll over up to 5 days per year. 8 hours of volunteer time off per year. Work Schedule: Monday - Friday, 8:00 AM - 5:00 PM EST Work Environment: In-office position initially, with potential for a hybrid schedule in the future. Benefits- Stipend: $500/mo stipend to be used for any benefits. Health Insurance, Dental, and Vision: Coverage available for employees. 401(k): Profit sharing plan with a match. Group Life and Disability: Coverage available for employees. Section 125 plan: Medical Care Expense Reimbursement (FSA), LIMITED Purpose FSA, Dependent Care Expense Reimbursement, Transportation & Parking Fringe Benefits, and Non-Employer Sponsored Premiums. Key Skills/Abilities/Knowledge/Competencies: For success in this role, an individual must be able to perform each primary responsibility at a basic level. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Bachelor's Degree or Two years' related experience and/or training; or equivalent combination of education and experience. Pending graduates for Spring semester 2026 are welcome to apply. Required licenses Series 7, 66 (or 65 & 63) and state Life, Accident & Health; and/or any licenses currently required by Ameriprise Financial. (or ability to obtain within six months) Open to a candidate currently pursuing licensure. Language Skills: Able to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Able to write reports, business correspondence, and procedure manuals. Able to effectively present information and respond to questions from managers, clients, customers, and the general public. Excellent written and verbal communication skills are essential and mandatory. Computer Skills: Highly proficient with Microsoft Office Suite (Excel, PowerPoint, Word, Outlook). Experience with MoneyGuide or Naviplan strongly preferred. Experience with Salesforce strongly preferred. Technical duties, tasks, and skills: Able to process Money Movement requests. Able to prepare and understand a financial plan. Able to navigate the Ameriprise Financial website and guide clients through the website. Other Skills and Abilities: It is essential that the Paraplanner role has a high degree of integrity, honesty, commitment, and trust. The financial health, image and goodwill of the company are highly influenced by the person holding this position. The successful Paraplanner will have excellent inter and intrapersonal relationship skills, effective communication skills and the willingness to show empathy and understanding for various points of view. Able to communicate with clients in a professional, clear, and concise manner is essential. The Paraplanner must exercise discretion in dealing with the personal information of clients. Ability to manage multiple responsibilities effectively. Physical Demands: This position requires the ability to handle significant levels of varied stresses, in particular mental stresses and fatigues. This position operates in a fast paced, highly regulated, and ever-changing environment. There are no significant physical demands other than the endurance required to deal with the fast pace and stresses. The work environment is typical office work such as you would find in a bank, insurance business, accounting firm, law firm or other professional office. There are no unusual or significant hazards and reasonable accommodations can usually be made. At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. This position is with an Ameriprise Financial Franchise owner. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. A successful Retirement Planner will quickly and effectively deliver conversations with clients regarding their questions about their Retirement Readiness and addressing any needs or concerns, working to enroll and retain them in our Advisory Services and often referring them to other teams in the company. Candidates must be available to work the following Monday - Friday schedule for their location (actual schedule will be determined by business need): Eastern Time (ET): 12:30 p.m. - 9:00 p.m. Central Time (CT): 11:30 a.m. - 8:00 p.m. Mountain Time (MT): 10:30 a.m. - 7:00 p.m. What you will do: Support managed account campaigns from an inbound/outbound call perspective with the goal of educating participants. Identify, execute and follow up on opportunities to contract additional client assets while providing client retirement planning discussions. Identify trends and determine proactive solutions to maximize service quality and increase assets under management. Adhere to compliance/risk procedures and exhibit detailed attention to policy and procedures by focusing on the participant's best interest. Document information from conversations with clients pertinent to business and relationship development to be referenced for follow- up calls. Act in a dually registered capacity when speaking to Advisory clients and Empower Retail clients. Enroll participants in the managed account offering in the Empower Retail account. What you will bring: 2 years' financial industry experience FINRA 7, 63 and 65 (or 66) registrations required FINRA fingerprinting required Goals and results oriented with high level of accountability to produce positive results that directly correlate to retention and increasing assets under management and participant growth for managed accounts What will set you apart: Bachelor's Degree and/or equivalent work experience Fully licensed candidates are preferred Chartered Retirement Planning Counselor (CRPC) Designation preferred Bring a positive attitude, ability to converse with clients and be open to coaching and feedback ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $60,000.00 - $78,000.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 01-31-2026 Want the latest money news and views shaping how we live, work and play? 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Job Description Paraplanner Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Edmonds, Washington Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a full-time Paraplanner to join our innovative and client-focused team. At Ameriprise Financial, we help people feel confident about their financial future by providing comprehensive financial planning and investment advice to families, individuals, and small businesses. Our mission is to simplify financial lives while helping clients achieve their goals. Job Purpose The Paraplanner will provide exceptionally professional, friendly, and high-quality service to our clients. This position works closely with advisors and clients to support financial plan development, facilitate transactions, and conduct investment research. This position offers a career path with the potential to advance into a hybrid Paraplanner/Associate Financial Advisor role within three months to one year, depending on performance, licensing, and experience, accompanied by a corresponding increase in compensation. Responsibilities Prepare for and follow up after client meetings. Update client financial plan analyses and develop recommendations using MoneyGuide. Conduct investment research and prepare supporting materials. Attend client meetings, providing support and detailed notetaking. Execute trades with documented direction from an advisor. Qualifications Bachelor's degree required. 1-3+ years of experience in a professional office environment, ideally in financial services. Series 7, Series 66, and WA Life & Health Insurance licenses required (or if one of these is needed, ability to obtain within two months). Professional, approachable, and client-focused demeanor with excellent interpersonal skills. Strong organizational skills and attention to detail. Proven analytical and independent problem-solving abilities. Highly proficient with Microsoft Office Suite (Excel, PowerPoint, Word, Outlook). Experience with MoneyGuide strongly preferred. Excellent written and verbal communication skills. Ability to manage multiple responsibilities effectively. Strong personal and professional integrity. Compensation and Benefits Base compensation: $60,000-$80,000 per year, depending on experience. Exempt Potential bonus compensation: Up to $10,000 per year, based on performance. Comprehensive benefits package including: Paid Time Off (PTO) and paid holidays Medical insurance (70% of premiums paid) Dental and Vision insurance (50% of premiums paid) 401(k) plan with employer match Group Life and Disability insurance How to Apply If you meet the qualifications and are eager to grow your career in wealth management, please submit your resume and cover letter. In your cover letter, highlight your relevant experience and share how you can contribute to our team's success. Join us in building financial confidence and long-term success for our clients while advancing your career in a supportive, collaborative, and rewarding environment. We look forward to welcoming the next valued member of our team. Equal Opportunity Employer Puget Sound Wealth Advisors is an equal opportunity employer and welcomes applicants from all backgrounds.

A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients' goals and values. This colleague will support a Wealth Advisor in managing client relationships. Alongside the advisor, the wealth planner will develop individualized financial plans and recommendations to help clients meet their financial goals. The planner will also assist with client meetings and present findings and recommendations. Primary Responsibilities: Assist advisory team with onboarding of new clients: customize our standard contract with new client information, obtain all appropriate forms from custodian, and work with each new client to ensure accurate completion. Coordinate submission with the custodian for processing. Responsible for cash transfers, wires, data maintenance, reporting and trading as needed. Processing account openings, depositing electronic checks, moving money, and processing tasks with custodians. Proactively interact with clients and assist in creating an outstanding client experience. Schedule client meetings. Receive client calls and resolve questions/issues as needed. Analyze and input client data into financial planning software. Assist with the timely completion and submission of all client related transaction requests. Preparing forms and reports for client meetings. Conduct independent research and build financial plans for prospective clients. Develop client recommendations with assistance from the Wealth Advisor. Assist in building comprehensive financial plans. Organize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney). Ongoing maintenance and quality control of CRM. Other duties as assigned Required Qualifications: Bachelor's degree Series 65 (to be obtained within three months of hire date) 2-4+ years financial planning, estate planning and/or tax planning/ preparation experience Pursuing or has attained a CFP Skills & Competencies: Ability to develop wealth planning and investment recommendations and present to clients when applicable Working knowledge of e-Money, Salesforce a strong plus. Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required. Must accept and thrive in a fast-paced, changing environment. Ability to build and maintain relationships with potential and current clients. Tenacious about doing what is right for the client - always. Physical Requirements: Prolonged periods sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times. Compensation Range: $75,000-90,000 Why Cerity Partners: Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package: Health, dental, and vision insurance - day 1! 401(k) savings and investment plan options with 4% match Flexible PTO policy Parental Leave Financial assistance for advanced education and professional designations Opportunity to give back time to local communities Commuter benefits Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to **************************. Applicants must be authorized to work for any employer in the U.S.

Riverstone Wealth Advisory Group, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a full-time Paraplanner to join our innovative and client-focused team. At Ameriprise Financial, we help people feel confident about their financial future by providing comprehensive financial planning and investment advice to families, individuals, and small businesses. Our mission is to simplify financial lives while helping clients achieve their goals. The Paraplanner will provide exceptionally professional, friendly, and high-quality service to our clients. This position works closely with advisors and clients to support financial plan development, prepare for client meetings, facilitate transactions, and conduct investment research. This role is not currently intended to evolve into an advisor track, although, a clear career path, with the opportunity to advance into an Associate Financial Advisor role within three to five years, is possible based on performance, licensing, and experience. This role is primarily in-office to ensure a strong foundation in training, team collaboration, and client support. Following the completion of licensing requirements, initial training, and/or a 6-month introductory period, there may be the possibility of transitioning into a hybrid work arrangement. Key Responsibilities: Client Support: Act as a point of contact for clients-respond to inquiries via phone or email and support a seamless client experience. Monitor and respond to key action items from the home office. Financial Planning Support: Assist advisors with entering data for client plans and preparing financial plans using MoneyGuide and Naviplan. Meeting Preparation/Follow Up: Prepare presentation materials, reports for client meetings using PowerPoint and other tools, and implementing post-meeting follow ups. Attend client meetings, providing support and detailed notetaking. Execute trades with documented direction from an advisor. Team Collaboration: Support advisors and other team members to ensure smooth operations and exceptional client service. Review and maintain client reports and documentation. Compensation & Benefits: Salary: $50,000 - $75,000, based on experience. With the potential of a bonus up to $20,000/year based on reaching pre-determined goals and performance. Incentives: Opportunities for bonuses and performance-based incentives. Paid Holidays: 15 market holidays per year. Paid Time Off: Starts at 12 days - 1st year is prorated and up to 22 days after 5 years with the ability to roll over up to 5 days per year. 8 hours of volunteer time off per year. Work Schedule: Monday - Friday, 8:00 AM - 5:00 PM EST Work Environment: In-office position initially, with potential for a hybrid schedule in the future. Benefits- Stipend: $500/mo stipend to be used for any benefits. Health Insurance, Dental, and Vision: Coverage available for employees. 401(k): Profit sharing plan with a match. Group Life and Disability: Coverage available for employees. Section 125 plan: Medical Care Expense Reimbursement (FSA), LIMITED Purpose FSA, Dependent Care Expense Reimbursement, Transportation & Parking Fringe Benefits, and Non-Employer Sponsored Premiums. Key Skills/Abilities/Knowledge/Competencies: For success in this role, an individual must be able to perform each primary responsibility at a basic level. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Bachelor's Degree or Two years' related experience and/or training; or equivalent combination of education and experience. Pending graduates for Spring semester 2026 are welcome to apply. Required licenses Series 7, 66 (or 65 & 63) and state Life, Accident & Health; and/or any licenses currently required by Ameriprise Financial. (or ability to obtain within six months) Open to a candidate currently pursuing licensure. Language Skills: Able to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Able to write reports, business correspondence, and procedure manuals. Able to effectively present information and respond to questions from managers, clients, customers, and the general public. Excellent written and verbal communication skills are essential and mandatory. Computer Skills: Highly proficient with Microsoft Office Suite (Excel, PowerPoint, Word, Outlook). Experience with MoneyGuide or Naviplan strongly preferred. Experience with Salesforce strongly preferred. Technical duties, tasks, and skills: Able to process Money Movement requests. Able to prepare and understand a financial plan. Able to navigate the Ameriprise Financial website and guide clients through the website. Other Skills and Abilities: It is essential that the Paraplanner role has a high degree of integrity, honesty, commitment, and trust. The financial health, image and goodwill of the company are highly influenced by the person holding this position. The successful Paraplanner will have excellent inter and intrapersonal relationship skills, effective communication skills and the willingness to show empathy and understanding for various points of view. Able to communicate with clients in a professional, clear, and concise manner is essential. The Paraplanner must exercise discretion in dealing with the personal information of clients. Ability to manage multiple responsibilities effectively. Physical Demands: This position requires the ability to handle significant levels of varied stresses, in particular mental stresses and fatigues. This position operates in a fast paced, highly regulated, and ever-changing environment. There are no significant physical demands other than the endurance required to deal with the fast pace and stresses. The work environment is typical office work such as you would find in a bank, insurance business, accounting firm, law firm or other professional office. There are no unusual or significant hazards and reasonable accommodations can usually be made. At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. This position is with an Ameriprise Financial Franchise owner. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time

At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better. Role Overview: Could you be our next Meetings & Events Planner? Globe Life is looking for a Meeting & Events Planner to join the team! In this role, you will be responsible for planning and executing Globe Life University events and planning and/or supporting other meetings and events for your assigned division and other divisions as necessary. This is a remote/work-from-home position. What You Will Do: Complete project timeline; establish a work flow schedule with suppliers to facilitate prompt and accurate handling of all program details. Utilize Cvent software to manage program from contract turn-over to final bill. Manage and negotiate any hotel needs, destination management company (DMC), air and all third party contracts. Coordinate program details and produce a program itinerary/working agenda that outlines all program specifics. Manage overall program budget, review and audit all program related billing for accuracy. Track and report expenses; communicate changes on a consistent basis. Create and maintain project plans for Home Office events. Plan and execute Home Office events and activities. Enter Marketing Requests Forms for marketing materials for Events/Conventions based on project plans. Maintain projects and deadlines in Workfront. Attend 2-3 Conventions a year with travel estimated to be 10%. Use CVENT to create and send emails, pull attendee lists and reports. Create and send surveys via CVENT for each event; Collect results and build reports. Collaborate with other departments on project needs and requirements. Coordination of internal and external action items on assigned projects. Assist with any special events or projects that come up with planning, sourcing, ordering items and executing as needed. What You Can Bring: Bachelor's degree preferred. 3+ years experience in event coordination. Strong Microsoft Office skills. Strong project management skills. Ability to work with little supervision. Attention to detail. Ability to work in fast-paced environments. Ability to provide quick, thoughtful and constructive solutions. Provide a high level of customer service. Applicable To All Employees of Globe Life Family of Companies: Reliable and predictable attendance of your assigned shift. Ability to work designated hours based on the position specifications. How Globe Life Will Support You: Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life: Competitive compensation designed to reflect your expertise and contribution. Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance. Robust life insurance benefits and retirement plans, including company-matched 401 (k) and pension plan. Paid holidays and time off to support a healthy work-life balance. Parental leave to help our employees welcome their new additions. Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals. Company-paid counseling for assistance with mental health, stress management, and work-life balance. Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career. Discounted Texas Rangers tickets for a proud visit to Globe Life Field. Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.

Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Edmonds, Washington Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a full-time Paraplanner to join our innovative and client-focused team. At Ameriprise Financial, we help people feel confident about their financial future by providing comprehensive financial planning and investment advice to families, individuals, and small businesses. Our mission is to simplify financial lives while helping clients achieve their goals. Job Purpose The Paraplanner will provide exceptionally professional, friendly, and high-quality service to our clients. This position works closely with advisors and clients to support financial plan development, facilitate transactions, and conduct investment research. This role offers a clear career path, with the opportunity to advance into an Associate Financial Advisor role within one to three years, based on performance, licensing, and experience. Responsibilities Prepare for and follow up after client meetings. Update client financial plan analyses and develop recommendations using MoneyGuide. Conduct investment research and prepare supporting materials. Attend client meetings, providing support and detailed note-taking. Execute trades with documented direction from an advisor. Qualifications Bachelor's degree required. 1-3+ years of experience in a professional office environment, ideally in financial services. Series 7, Series 66, and WA Life & Health Insurance licenses required (or ability to obtain within six months). Professional, approachable, and client-focused demeanor with excellent interpersonal skills. Strong organizational skills and attention to detail. Proven analytical and independent problem-solving abilities. Highly proficient with Microsoft Office Suite (Excel, PowerPoint, Word, Outlook). Experience with MoneyGuide strongly preferred. Excellent written and verbal communication skills. Ability to manage multiple responsibilities effectively. Strong personal and professional integrity. Work Environment This role is primarily in-office to ensure a strong foundation in training, team collaboration, and client support. Following the completion of licensing requirements, initial training, and a 90-day introductory period, there may be the possibility of transitioning into a hybrid work arrangement. Salary and Benefits Base compensation: $60,000-$74,000 per year, depending on experience. Potential bonus compensation: Up to $10,000 per year, based on performance. Comprehensive benefits package including: Paid Time Off (PTO) and paid holidays Medical insurance (70% of premiums paid) Dental and Vision insurance (50% of premiums paid) 401(k) plan with employer match Group Life and Disability insurance How to Apply If you meet the qualifications and are eager to grow your career in wealth management, please submit your resume and cover letter. In your cover letter, highlight your relevant experience and share how you can contribute to our team's success. Join us in building financial confidence and long-term success for our clients while advancing your career in a supportive, collaborative, and rewarding environment. We look forward to welcoming the next valued member of our team. Equal Opportunity Employer Puget Sound Wealth Advisors is an equal opportunity employer and welcomes applicants from all backgrounds.

Job Description At PEARCE, we've got a career for you! Pearce is a leading technology-enabled provider of asset management solutions for mission-critical electromechanical infrastructure throughout North America. Pearce provides technical maintenance, repair, operations, and engineering services for uninterruptible power supply (UPS) systems, backup power generators, battery energy storage systems (BESS), critical cooling systems, and other electrical and mechanical infrastructure across end markets such as renewable energy, telecom, and data centers. Founded in 1998, Pearce has more than 4,000 employees and 28 locations across the U.S. Pearce is a wholly owned subsidiary of CBRE Group, Inc., the world's largest commercial real estate services and investment firm. To learn more about Pearce visit ******************************* Your Impact: As an FTTH Planner, you design scalable, cost-effective F2 distribution networks that accelerate residential and commercial broadband deployment. You translate survey data, demand forecasts, and existing OSP conditions into accurate, constructible plans that reduce rework and build costs. By delivering complete, compliant design packages-BOMs, CCTs, Brain outputs, diagrams, and clear documentation-you keep permitting and construction moving on schedule and within budget while improving service coverage, network reliability, and long-term maintainability. Core Responsibilities Produce detailed F2 distribution network designs aligned with standards, engineering principles, and client specifications. Build and maintain 3GIS-based FTTH plans (feeder, distribution, and drop), including fiber routes, splitter placement, and cable sizing to meet coverage and take-rate targets. Analyze survey data and existing OSP infrastructure to optimize routes, minimize CAPEX, and enhance constructability. Generate full design deliverables: Bills of Materials (BOMs), CCTs, Brain outputs, diagrams, and construction packages. Ensure adherence to local regulations, permitting requirements, and industry best practices. Collaborate cross-functionally with engineering, permitting, and construction teams; provide clear redlines, markups, and revisions. Maintain accurate mapping, records, and version control across design systems and trackers. Utilize design software and toolsets (3GIS, CCT, Brain, and related FTTH planning platforms) to validate and QA designs. Core Experience 3-5 years in FTTH network design/planning with strong focus on F2 distribution layer. Hands-on proficiency with 3GIS (or similar CAD/GIS) design tools and data management systems. Solid knowledge of GPON/XGS-PON architectures, fiber optics, and passive optical network principles. Demonstrated ability to produce engineering plans (F2 diagrams), BOMs, CCTs, Brain outputs; familiarity with Site Tracker a plus. Understanding of local permitting processes and utility coordination (asset). Strong analytical and organizational skills for complex service-provider architectures and multi-stakeholder projects. Excellent written/verbal communication; able to convert complex technical data into clear, actionable documentation. Proven collaborator in cross-functional and remote settings; comfortable working independently with high attention to detail. Working knowledge of broadband telecom and OSP engineering practices with a continuous-improvement mindset and on-time, on-budget delivery. At Pearce, we are committed to fair and transparent pay practices. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and location. In addition to wages, employees may also be eligible for performance and referral bonuses, production incentives, tool/equipment and fuel stipends, company vehicle, per diem or other applicable compensation. We also offer all full-time employees a comprehensive benefits package including health and life insurance, 401k with employer match, paid time off, tuition reimbursement, and professional development courses. This pay range reflects our commitment to pay equity and compliance with state and federal pay transparency laws. If you have questions about compensation, we encourage open discussions during the hiring process. Base Pay Range$35-$38 USD What We Offer Pearce offers a family-friendly and innovative culture with opportunities for growth, competitive compensation, comprehensive health benefits including medical, dental and vision insurance, flexible spending accounts, HSA option. To help you recharge, we have paid vacation and paid holidays. For your future, we offer a company-matching 401(k) Retirement, Life Insurance, Tuition reimbursement, and professional development training. To help you be successful at work, as required for the role, we will provide a company vehicle, phone, laptop, or tablet along with all necessary tools and safety equipment. We are an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. Learn more about us at ************************

US Citizenship Required: Yes Clearance: TS / SCI with Poly Travel: Limited less than 10% of time. Strategic Technologies Analytics Group (STAG) is seeking a Senior Cyberspace Operations Analyst to provide Cyber planning expertise. In this role, you will help integrate offensive cyberspace operations and information warfare into joint planning efforts across multiple operational levels. You will serve as a critical bridge between cyber planning, intelligence, and joint force mission requirements, enabling the alignment, synchronization, staffing, and execution of cyberspace effect operations. The ideal candidate will have relevant experience in cyber operations planning and deep familiarity with joint planning, intelligence doctrine, and processes. Job Description: In this role, you will play a vital role in planning and integrating offensive cyberspace efforts and non-kinetic effects into joint and multi-domain operations. You will conduct the following duties: • Apply in-depth knowledge of the joint planning process to develop detailed Operational Plans and Orders supporting cyberspace operations requirements. • Leverage Joint, Service, and interagency planning and operational experience to conduct operational-level planning across the full range of military operations for integrated information and cyberspace operations. • Lead projects as part of a multi-disciplinary team and proactively develop project timelines, objectives, and key milestones. • Provide dedicated capability pairing and effects de-confliction. • Provide input into Combatant Command Operational Plans as requested by the Combatant Commanders' Joint Cyber Cells. • Collaborate with cyber operators to identify and levy requirements for intelligence collection and analysis, participate in targeting selection, validation, synchronization, and execution of complex cyber missions. • Employ the Plan, Brief, Execute, and Debrief (PBED) methodology. • Develop and maintain pre-approved actions (PAA), special instructions (SPINS), rules of engagement (ROE), crew risk management (CRM), and command and control procedures that align to service or combatant command (CCMD) OPLANs, CONOPs, TASKORDs, TTPs, CONEMPs, CONPLANs, PLANORDs, and FRAGOs for coordination and approval at the appropriate Government or military level. Basic Qualifications: • Active TS/SCI clearance with CI polygraph and be willing to pass an additional polygraph as required. • Bachelor's degree in a related field or ten (10) total years of relevant operational experience in lieu of a degree. • Minimum 6 years of cyber operations planning or related joint operational planning experience. Preferred Qualifications: • Expert in the Joint Planning Process with a deep understanding of the application of relevant joint doctrine (JP 3-0, JP 3-12, JP 3-60, and JP 5-0). • Understanding of USCYBERCOM policies, processes, and procedures, with demonstrated ability to align planning efforts and operational recommendations with command guidance, operational directives, and mission priorities. • Successful completion of relevant professional courses, including but not limited to: Cyber Operations Planner Course (COPC), Joint Information Operations Planning Course (JIOPC), Military Deception (MILDEC) Planners Course, and Joint Targeting Staff Course (JTSC) • Ability to clearly communicate complex cyber topics to senior decision-makers. • Experience with Integrated Joint Special Technical Operations (IJSTO). • Self- motivated, creative, willing to work as a member of a team; who can organize and manage individual schedule. About Strategic Technologies Analytics Group (STAG): STAG is a premier solutions provider to the National Security and Defense communities around the world. We are a Veteran-Owned Emerging Small Business based in San Antonio, Texas. STAG provides multi-domain technology solutions coupled with the best professionals sourced from their respective fields of intelligence, cyber, electronic warfare, and special operations communities. Our team members serve at all levels of operations, from on-keyboard cyber warfare experts to national-level advisors on intelligence operations. STAG utilizes proven methodologies that produce high-quality innovative solutions addressing some of our Nation's most challenging problems. EEO Statement STAG is committed to providing equal opportunity for all employees and applicants without regard to race, color, religion, national origin, sex, age, marital status, sexual orientation, disability, political affiliation, personal appearance, family responsibilities, matriculation, and/or any other characteristic protected under federal, state, and/or local laws. STAG's policy regarding equal employment opportunity applies to all aspects of employment, including recruitment, hiring, job assignments, promotions, working conditions, scheduling, benefits, wage and salary administration, disciplinary action, termination, social, educational, and recreational programs.

SUMMARY: The Community Development Department is looking for a civic minded and hardworking candidate to join their team. An ideal candidate would have strong customer service skills, a passion for innovation and a strong desire to serve the community. The position will perform a variety of planning-related activities including; serving as liaison to various commissions, reviewing site plans, administering and enforcing the zoning, subdivision, and historic preservation regulations, meeting with citizens, working with GIS system and other duties as assigned. MINIMUM REQUIREMENTS: Bachelor's degree from an accredited four-year college or university in Urban Planning, or a related field; one to two years of progressively responsible related experience required. Any equivalent combination of education, training and experience, which provides the required knowledge, skills and abilities to perform the essential functions of the job, considered. IMPORTANT ATTRIBUTES: Knowledge of principles and practices of urban planning, land use planning and zoning; methods and techniques, statistics and technical writing standards as applied to planning studies and statistical analysis and report presentation; and cartographic/mapping systems. Skill in researching, compiling, and summarizing a variety of informational and statistical data and materials; and organizing work, setting priorities, meeting critical deadlines, and following up on assignments with a minimum of direction. MENTAL/PHYSICAL REQUIREMENTS: Must have the mental and physical capabilities to perform the essential functions of the position with or without reasonable accommodation. Ability to define problems, collect data, establish facts and draw valid conclusions and to interpret a variety of instructions in written, oral, diagram or schedule form. Work is performed in a normal office environment with little exposure to outdoor temperatures or dirt and dust. Working conditions are typically moderately quiet. * Please notify the Human Resources Department if accommodations are required to participate in the selection process.

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. A successful Retirement Planner will quickly and effectively deliver conversations with clients regarding their questions about their Retirement Readiness and addressing any needs or concerns, working to enroll and retain them in our Advisory Services and often referring them to other teams in the company. Candidates must be available to work the following Monday - Friday schedule for their location (actual schedule will be determined by business need): Eastern Time (ET): 12:30 p.m. - 9:00 p.m. Central Time (CT): 11:30 a.m. - 8:00 p.m. Mountain Time (MT): 10:30 a.m. - 7:00 p.m. What you will do: Support managed account campaigns from an inbound/outbound call perspective with the goal of educating participants. Identify, execute and follow up on opportunities to contract additional client assets while providing client retirement planning discussions. Identify trends and determine proactive solutions to maximize service quality and increase assets under management. Adhere to compliance/risk procedures and exhibit detailed attention to policy and procedures by focusing on the participant's best interest. Document information from conversations with clients pertinent to business and relationship development to be referenced for follow- up calls. Act in a dually registered capacity when speaking to Advisory clients and Empower Retail clients. Enroll participants in the managed account offering in the Empower Retail account. What you will bring: 2 years' financial industry experience FINRA 7, 63 and 65 (or 66) registrations required FINRA fingerprinting required Goals and results oriented with high level of accountability to produce positive results that directly correlate to retention and increasing assets under management and participant growth for managed accounts What will set you apart: Bachelor's Degree and/or equivalent work experience Fully licensed candidates are preferred Chartered Retirement Planning Counselor (CRPC) Designation preferred Bring a positive attitude, ability to converse with clients and be open to coaching and feedback ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $60,000.00 - $78,000.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 01-31-2026 Want the latest money news and views shaping how we live, work and play? 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Primary Responsibilities: Assist advisory team with onboarding of new clients: customize our standard contract with new client information, obtain all appropriate forms from custodian, and work with each new client to ensure accurate completion. Coordinate submission with the custodian for processing. Responsible for cash transfers, wires, data maintenance, reporting and trading as needed. Processing account openings, depositing electronic checks, moving money, and processing tasks with custodians. Proactively interact with clients and assist in creating an outstanding client experience. Schedule client meetings. Receive client calls and resolve questions/issues as needed. Analyze and input client data into financial planning software. Assist with the timely completion and submission of all client related transaction requests. Preparing forms and reports for client meetings. Conduct independent research and build financial plans for prospective clients. Develop client recommendations with assistance from the Wealth Advisor. Assist in building comprehensive financial plans. Organize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney). Ongoing maintenance and quality control of CRM. Other duties as assigned Required Credentials: Bachelor's degree Series 65 Completion of CFP or CFA designation- CPA, JD, CHFC, or another approved advanced designation/degree 3+ years financial planning, estate planning, and/or tax planning/preparation experience Skills & Competencies: Ability to talk to clients independently Ability to train and mentor Client Service Associates Ability to develop wealth planning and investment recommendations and present to clients when applicable Working knowledge of e-Money, Salesforce a strong plus. Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required. Must accept and thrive in a fast-paced, changing environment. Ability to build and maintain relationships with potential and current clients. Tenacious about doing what is right for the client - always. Physical Requirements: Prolonged periods sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times. Why Cerity Partners: Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package: Health, dental, and vision insurance - day 1! 401(k) savings and investment plan options with 4% match Flexible PTO policy Parental Leave Financial assistance for advanced education and professional designations Opportunity to give back time to local communities Commuter benefits Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to **************************. Applicants must be authorized to work for any employer in the U.S.

Riverstone Wealth Advisory Group, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a full-time Paraplanner to join our innovative and client-focused team. At Ameriprise Financial, we help people feel confident about their financial future by providing comprehensive financial planning and investment advice to families, individuals, and small businesses. Our mission is to simplify financial lives while helping clients achieve their goals. The Paraplanner will provide exceptionally professional, friendly, and high-quality service to our clients. This position works closely with advisors and clients to support financial plan development, prepare for client meetings, facilitate transactions, and conduct investment research. This role is not currently intended to evolve into an advisor track, although, a clear career path, with the opportunity to advance into an Associate Financial Advisor role within three to five years, is possible based on performance, licensing, and experience. This role is primarily in-office to ensure a strong foundation in training, team collaboration, and client support. Following the completion of licensing requirements, initial training, and/or a 6-month introductory period, there may be the possibility of transitioning into a hybrid work arrangement. Key Responsibilities: * Client Support: Act as a point of contact for clients-respond to inquiries via phone or email and support a seamless client experience. Monitor and respond to key action items from the home office. * Financial Planning Support: Assist advisors with entering data for client plans and preparing financial plans using MoneyGuide and Naviplan. * Meeting Preparation/Follow Up: Prepare presentation materials, reports for client meetings using PowerPoint and other tools, and implementing post-meeting follow ups. Attend client meetings, providing support and detailed notetaking. Execute trades with documented direction from an advisor. * Team Collaboration: Support advisors and other team members to ensure smooth operations and exceptional client service. Review and maintain client reports and documentation. Compensation & Benefits: * Salary: $50,000 - $75,000, based on experience. With the potential of a bonus up to $20,000/year based on reaching pre-determined goals and performance. * Incentives: Opportunities for bonuses and performance-based incentives. * Paid Holidays: 15 market holidays per year. * Paid Time Off: Starts at 12 days - 1st year is prorated and up to 22 days after 5 years with the ability to roll over up to 5 days per year. 8 hours of volunteer time off per year. * Work Schedule: Monday - Friday, 8:00 AM - 5:00 PM EST * Work Environment: In-office position initially, with potential for a hybrid schedule in the future. * Benefits- * Stipend: $500/mo stipend to be used for any benefits. * Health Insurance, Dental, and Vision: Coverage available for employees. * 401(k): Profit sharing plan with a match. * Group Life and Disability: Coverage available for employees. * Section 125 plan: Medical Care Expense Reimbursement (FSA), LIMITED Purpose FSA, Dependent Care Expense Reimbursement, Transportation & Parking Fringe Benefits, and Non-Employer Sponsored Premiums. Key Skills/Abilities/Knowledge/Competencies: For success in this role, an individual must be able to perform each primary responsibility at a basic level. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: * Bachelor's Degree or Two years' related experience and/or training; or equivalent combination of education and experience. * Pending graduates for Spring semester 2026 are welcome to apply. * Required licenses * Series 7, 66 (or 65 & 63) and state Life, Accident & Health; and/or any licenses currently required by Ameriprise Financial. (or ability to obtain within six months) * Open to a candidate currently pursuing licensure. Language Skills: * Able to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. * Able to write reports, business correspondence, and procedure manuals. * Able to effectively present information and respond to questions from managers, clients, customers, and the general public. * Excellent written and verbal communication skills are essential and mandatory. Computer Skills: * Highly proficient with Microsoft Office Suite (Excel, PowerPoint, Word, Outlook). * Experience with MoneyGuide or Naviplan strongly preferred. * Experience with Salesforce strongly preferred. Technical duties, tasks, and skills: * Able to process Money Movement requests. * Able to prepare and understand a financial plan. * Able to navigate the Ameriprise Financial website and guide clients through the website. Other Skills and Abilities: * It is essential that the Paraplanner role has a high degree of integrity, honesty, commitment, and trust. The financial health, image and goodwill of the company are highly influenced by the person holding this position. * The successful Paraplanner will have excellent inter and intrapersonal relationship skills, effective communication skills and the willingness to show empathy and understanding for various points of view. * Able to communicate with clients in a professional, clear, and concise manner is essential. * The Paraplanner must exercise discretion in dealing with the personal information of clients. * Ability to manage multiple responsibilities effectively. Physical Demands: * This position requires the ability to handle significant levels of varied stresses, in particular mental stresses and fatigues. This position operates in a fast paced, highly regulated, and ever-changing environment. There are no significant physical demands other than the endurance required to deal with the fast pace and stresses. * The work environment is typical office work such as you would find in a bank, insurance business, accounting firm, law firm or other professional office. There are no unusual or significant hazards and reasonable accommodations can usually be made. At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. This position is with an Ameriprise Financial Franchise owner. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time

Job Description Wealth Development Strategies and Verde Wealth Group are independent Registered Investment Advisory firms located in Houston, TX. We specialize in helping clients work toward financial independence, preserve wealth, and plan for future generations. Our team is committed to providing thoughtful, high-quality service and building long-term client relationships. About the Role We are seeking an Entry-Level Paraplanner to support our Financial Planning team. This position is ideal for someone starting a career in financial planning who is eager to learn, highly organized, and motivated to grow within the firm. You will work closely with experienced advisors and planners, gaining hands-on exposure to real client cases, financial planning tools, and best practices. This is an internal, support-focused role with structured training and a clear path for professional development toward a future paraplanner or advisor position. Key Responsibilities Assist with onboarding new clients, gathering financial information and providing assistance in engagement process Enter and maintain client data in financial planning and wealth management systems Assist clients with online assistance and access to client portals Help monitor and update account and data connections within planning software Access provider websites for statements, performance reporting, status and confirmations. Prepare and update basic materials for client meetings and reviews Participate in internal meeting preparation, attend meetings for note taking purposes and post-meeting follow-ups including billing Organize client meeting documents for client delivery and recordkeeping Provide CRM updates and update task management systems after client meetings Support the team in completing follow-up items and client requests Conduct basic research on financial planning topics as needed Collaborate with client service on post-meeting tasks when requested Support other lines of business as assigned Learn and adopt firm processes, workflows, and financial planning best practices Qualifications & Skills Working towards or received bachelor's degree in finance, business, economics, or a related field (or equivalent experience) Strong interest in financial planning; CFP pursuit encouraged but not required initially Proficiency in using technology and learning new software tools (Wealthbox, Egnyte, Asana and EMoney a plus) Proficiency with Microsoft Office Suite (Excel, Word, Outlook) Strong organizational skills and attention to detail Clear written and verbal communication skills Alignment with company core values: Unwavering dedication Do the right thing Collaboration Positive energy Compensation & Benefits Competitive entry-level salary based on experience Competitive benefits package Training, mentorship, and professional development opportunities

An Associate Wealth Planner will provide comprehensive wealth management strategies consistent with our clients' goals and values. This colleague will support a Wealth Advisor in managing client relationships. Alongside the advisor, the wealth planner will develop individualized financial plans and recommendations to help clients meet their financial goals. The planner will also assist with client meetings and present findings and recommendations. Primary Responsibilities Assist the Wealth Advisor in the management of existing client relationships. Lead certain client relationships independently. Present portions of client meetings and communicate with clients independently. Knowledgeable of internal solutions for client base, including other service lines within Cerity Partners. Assist advisory team with onboarding of new clients: customize our standard contract with new client information, obtain all appropriate forms from custodian, and work with each new client to ensure accurate completion. Coordinate submission with the custodian for processing. Responsible for cash transfers, wires, data maintenance, reporting and trading as needed. Must have comprehensive knowledge of investment accounts, products, and the forms required to transact business. Drive proactive process improvements for advisor and CSA team members. Proactively interact with clients and assist in creating an outstanding client experience. Present portions of client meetings and communicate with clients independently. Perform research on stocks, bonds, and other securities, utilizing various investment software including Bloomberg, YCharts, HiddenLevers, etc. Assist with the timely completion and submission of all client related transaction requests. Conduct independent research and build financial plans for prospective clients. Organize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney). Involvement in company committees and/or firm-wide initiatives. Required Qualifications: Bachelor's degree 0-3 years financial planning, estate planning, and/or tax planning/preparation experience Preferred Qualifications: Series 65 Completion of CFP or CFA designation- CPA, JD, CHFC, or another approved advanced designation/degree Skills and Competencies: Proficient in developing wealth planning and investment recommendations and able to present to clients when applicable. Proficiency in all CSA functions, plus: Ability to talk to clients independently. Ability to train and mentor CSA's. Ability to develop wealth planning and investment recommendations and present to clients when applicable. Demonstrate strong and effective leadership skills through clear communication and collaboration with others. Strong interpersonal and networking skills with both external clients and internal collaboration. Working knowledge of e-Money, Salesforce a strong plus. Ability to listen and empathize with clients, spot, and analyze issues, and simplify/explain financial concepts to provide solutions. Strong attention to detail, exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required. Must accept and thrive in a fast-paced, changing environment. Tenacious about doing what is right for the client - always. Physical Requirements: Prolonged periods sitting at a desk and working on a computer. Compensation Range: $70,000-105,000 Why Cerity Partners: Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package: Health, dental, and vision insurance - day 1! 401(k) savings and investment plan options with 4% match Flexible PTO policy Parental Leave Financial assistance for advanced education and professional designations Opportunity to give back time to local communities Commuter benefits Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to **************************. Applicants must be authorized to work for any employer in the U.S.