Finance advisor jobs in Allentown, PA - 70 jobs

Wescott Financial Advisory Group LLC, a Philadelphia based RIA firm is excited to welcome an Associate Financial Advisor to our team. Wescott advisors utilize their substantial planning experience and strong relationship management skills to be an outstanding trusted partner for our clients. If you are ready to embark on a journey that will provide you with a path for professional growth to become an exceptional financial advisor, this is an ideal role for you. Core Role Expectations Collaboratively supports advisor teams and clients, drafts financial plans and client materials, and maintains client data. Gains knowledge and experience teaming with Wescott's expert advisors navigating complex financial planning matters with high-net-worth individuals and institutions. Eager to advance expertise to impress the sophisticated executives and business owners, and manage multiple generations and diverse dynamics of family wealth. Helps advisor team in fostering a unique experience centered on client service. Actively make an impact in the community. Qualities that Thrive Consistent commitment to loyalty and excellence in all efforts for clients, colleagues and community. Embrace culture that is diverse, collegial, inclusive, team oriented and welcomes change. Team player with strong empathy and communication skills that shows initiative to contribute to achieving client goals. Exhibits productivity, quality of work and problem solving skills, contributing to delivery of superior client service. Requirements Bachelor's degree, preference for secondary degree 2-5 years of Advisory Experience Completed or Pursuing CFP certification Proficient with MS Office suite and our financial planning technology stack, including eMoney and Salesforce, a plus. Understands and supports Wescott's vision, mission, and strategy Engages in teamwork and teambuilding Adds to Wescott's inclusive culture Participates in firm and/or personal community efforts Benefits Wescott is dedicated to creating an inclusive workplace that fosters and values diversity. More importantly, it aims to build an environment where everyone, regardless of background, can perform their best work. All qualified applicants will be considered for employment at Wescott without regard to race, creed, color, religion, national origin, sex, age, disability, sexual orientation, gender identity or expression, genetic predisposition or carrier status, veteran, marital, or citizenship status; or any other status protected by law. Wescott is proud to be an affirmative action and equal opportunity employer. Our competitive salary is commensurate with experience. Performance-based bonus and a wide range of employee benefits and support programs that include: Professional License and Professional Development (CE) 401(k)/Employee's Pension Plan Domestic Partner Benefits Family/Dependent Care Leave Basic Life/AD&D Insurance / Voluntary Life Insurance Short-term and Long-term Disability Insurance Sick Leave Vacation (20 days per year) Holidays (11) and Floating Holidays Volunteer Paid Time Off Medical / Dental / Vision Insurance Spring Health EAP Employee Resource Groups Flexible Spending & Health Care Spending Commuter Benefit Global Fit / Walk My Mind / Back-Up Care Advantage Pet Insurance Business Casual Dress Code Caring team of co-workers When applying, include a cover letter when uploading your resume. Preference will be given to candidates residing in the Harleysville Region. We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Wescott is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Wescott via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Wescott, and no fee will be paid in the event the candidate is hired by Wescott of affiliates.

Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise the clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today! Deliver comprehensive financial planning, investment, and insurance solutions to individuals, families, and businesses. Build and maintain long-term client relationships based on trust and expertise. Leverage Vista Wealth Solution's robust network of specialists, including tax, estate planning, business development, and wealth management teams. Utilize advanced digital tools to manage your business efficiently and provide enhanced transparency to clients. Maintain all necessary licenses and adhere to compliance standards. 2+ years of experience as a financial advisor, wealth manager, or related role. Active state insurance licenses and FINRA Series 6, 7, 63, or 66 (or willingness to obtain). Strong relationship-building, communication, and analytical skills. Commitment to ethical, client-centered advice.

**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. We are proud that we've been recognized for being one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity. We hire and develop Advisors who believe in our mission of helping our clients find confidence in retirement and who personify our values. Should the following skills reflect who you are and who you aspire to be, you will thrive as an Advisor at TIAA. • Deeply curious with a demonstrated ability to uncover the needs of the client. • Giving and receiving constructive feedback are hallmarks of your character. • Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star. • Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients. • Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth. • Takes tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs of clients and propose solutions that fit each client's unique scenario, and unwavering work ethic. • Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance. Key Responsibilities and Duties The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills. Builds meaningful and long-lasting relationships, developing and implementing financial appropriate financial solutions. All licenses must be obtained within 120 days from start date. Educational Requirements University (Degree) Preferred Work Experience 5+ years in a role with personal accountability and managing a book of business or equivalent experience; Required 5+ years building long-lasting relationships with affluent clients or equivalent experience; Required FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion; preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 8IC Related SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management Anticipated Posting End Date: 2026-01-31 Advisors are eligible to participate in competitive variable compensation package (paid on external sales, book of business, and balanced performance metrics) with material upside potential. Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

Financial Advisor - Centralized, Wyomissing, PACountry: United States of America It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction by telephone communications from a variety of lead generation sources. Achieve and exceed both individual and branch related sales and revenue goals as defined on a quarterly basis. Maintain compliance with all applicable bank, broker/dealer, State and Federal regulations associated with the sale of investment and insurance products including Santander Policy Statement governing the sale of uninsured products. When appropriate, provide leads to branch personnel for the sale of other bank products and services such as deposit accounts and loans. Attend and actively participate in sales meetings, training initiatives, and planning sessions related to the development and growth of the program. Develop and execute quarterly business development plans in accordance with sales management's objectives surrounding the marketing and promotion of investment products and services. Maintain records, master operational procedures, and provide sales and activity reports per management's request in a timely and efficient manner. Create strong internal and external relationships in an effort to develop referral sources and meet appointment objectives. Maintain required professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, the Bank's uninsured Products Policy Statement and all applicable state and federal regulations. Provide active mentoring and coaching to all Licensed Bank Employees (LBEs) assigned within your branch territory. Hold frequent client appointments, seminars and branch training sessions in an effort to secure long-term client relationships and provide sales leadership to internal business partners regarding investment and insurance products. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 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. Bachelor's Degree or equivalent work experience: Finance, Economics, Management Information Systems, Statistics or equivalent field - Required. Master's Degree: Finance, Economics, Management Information Systems, Statistics or equivalent field - Preferred. 5+ Years Experience providing investment guidance and advice to clients - Required. 5+ Years Demonstrate a superior record of sales achievement while maintaining high ethical standards - Required. Very strong interpersonal communication skills, complemented by both excellent verbal and written communication. Superior knowledge of financial analysis, risk evaluation, loan documentation. Motivating, developing, and directing people as they work, identifying the best people for the job. Strong relationship management and negotiation skills via a phone channel. Ability of using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. Attention to detail, being careful about detail and thorough in completing work tasks. Strong social orientation, preferring to work with others rather than alone, and being personally connected with others on the job. Demonstrated proficiency with Microsoft Office applications. Certifications: NASD licenses: 6, 63, 7, 65 or 66 - Required. Appropriate state insurance licenses: - Required. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $61,875.00 USD Maximum: $105,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective Job Description: If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: * Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs * Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies * Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies * Source prospective clients and capitalize on referrals * Deliver customized solutions and the full resources of Bank of America Merrill * Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: * FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience * Established and portable practice with a minimum of $1MM in production * Experience managing client portfolios and driving growth * Proven relationship building and business development skills Desired Skills: * Bachelor's degree or higher strongly preferred * Proven ability to partner and promote lead generation. * Experience balancing investment management, sales activities and new client development. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Possess excellent communication skills, both written and verbal * Highly entrepreneurial Shift: 1st shift (United States of America) Hours Per Week: 40

Hours: 40 Pay Details: $72,280 - $108,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. Depth & Scope: * Experience selling investments and providing financial plans * Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth * Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents * Ability to partner and promote lead generation * Manages goals, prioritizes tasks and comfortable working in a fast paced environment * Ensures all new & existing clients are provided with a planning experience * Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts * Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed * Implements and executes a differentiated service model/experience for TD Wealth clients * Meets quarterly and annual sales goals * Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience * Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners * Executes in thorough manner that is compliant with regulations, policies and procedures * Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) * Ensures all Continuing Education requirements are attained * Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures * Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures * Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed * Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team * Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff * Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm * Represents TD Wealth to the general public in a professional manner * Is involved in the community and support TDBG charity and community initiatives Education & Experience: * Bachelor's degree strongly preferred * 2+ years of providing advice, planning and investment sales * SIE, Series 7, Series 63 required * Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals * Advanced understanding of wealth products and services * Strong verbal and written communication skills * Strong organizational and time management skills * Ability to travel within assigned market to meet prospects, clients and partners five days a week * Ability to commute within assigned territory * Strong understanding of wealth management business development techniques * Strong understanding and experience interacting with retail and small business banking clients * Consultative sales experience required * Demonstrated ability to establish relationships and partner effectively with other departments * Proven ability to achieve sales goals Customer Accountabilities: * Understands and supports the Bank's Customer Service Strategy * Considers the impact of decisions on the well-being of TD, its Customers and stakeholders * Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity * Models quality service delivery at every interaction * Leads and contributes to the ongoing improvement of the partner / Customer experience Employee/Team Accountabilities: * Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience * Participates fully as a member of the team and contribute to a positive work environment * May provide leadership, training, and guidance to other team members * Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest * Actively shares information and knowledge, and proactively learn from the expertise of other OCC Language: * This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA. * Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA. * Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position. Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Continuous * International Travel - Never * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Occasional * Squatting - Occasional * Bending - Occasional * Kneeling - Occasional * Crawling - Occasional * Climbing - Never * Reaching overhead - Occasional * Reaching forward - Occasional * Pushing - Occasional * Pulling - Occasional * Twisting - Occasional * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

JobID: 210704611 JobSchedule: Full time JobShift: : At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities * Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity * Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity * Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments * Provide a holistic view of clients' needs and financial coaching beyond investments * Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills * At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners * Demonstrated ability and commitment to goals-based planning and advice * A valid and active Series 7 * A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment * A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills * Certified Financial Planning (CFP) certification is preferred * Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. Job Description As a Thrivent Financial advisor, you'll: * Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. * Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. * Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. * Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. * Have the flexibility to control your schedule, allowing for work-life balance. * Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. * Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: * Self-disciplined, independent and driven to succeed. * Motivated by helping others and seeing them achieve their goals. * A natural coach or guide with strong interpersonal skills. * Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements * Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. * Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. * Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: * Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. * Medical, dental, vision, disability and accidental death and dismemberment insurance. * Pension, 401(k) and retiree medical plans. * Ongoing support, training and opportunity for professional growth as you build your business. * Well-being programs to help you manage your physical, emotional and financial health. * Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. * Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

If you are currently working in STG, please click on Emloyee Login to apply to our internal positions Apply now 11/3/25 Bethlehem, Pennsylvania, 18015, Financial Analyst The Financial Analyst in Bethlehem, Pennsylvania, will be supporting the North America Online Retail Division. Primary focus will be on analysis and reporting of monthly results, forecasting and budgeting, and general financial analysis to support the online and retail business. The Financial Analyst must have solid knowledge of finance and accounting, preferably with experience related to retail/Ecommerce sales, consumer products, manufacturing and exposure to product pricing and costing. This position reports to the Head of Finance Business Partnering Commercial. The North America Online Retail Business is a segment of Scandinavian Tobacco Group ("STG" or the "Group"). What can you expect as a Financial Analyst at STG NA Online & Retail/Bethlehem Shared Services? Compiling and reviewing financial results/performance at various levels (Business units, Division, Channels, etc.) Business planning, budgeting and forecasting Providing analysis and insight, linking financial information to business strategies Strong ability to analyze large data sets and summarize appropriately for leadership. Contributing to key decision making by modeling business cases Acting as a financial advisor - offering general financial support to commercial decision makers Undertaking project-based work for specific strategies / business initiatives Conduct and analyze audits of retail performance; develop analyses/reports to evaluate business unit, brand, and item profitability Identify business risks and opportunities through analysis and by asking the right questions Drive simplification of Finance processes, and foster a culture of sharing best practices Support the preparation of KPI's and financial analysis used for Senior Leadership reviews Work with Sales and Marketing departments to support pricing and profitability Perform ad-hoc reporting and analysis as assigned Your areas of knowledge and expertise (that matter the most for this role): Bachelor's Degree in Finance or Accounting 3-5 years of financial experience Excellent PC skills and experience using financial systems (Microsoft Dynamics AX and SAP a plus) as well as Excel and PowerPoint Strong analytical skills and attention to detail High business acumen, ability to measure and articulate value Strong communication and relationship management skills Demonstrated ability to perform in an environment emphasizing teamwork to meet deliverables Demonstrated capacity to effectively manage multiple and frequently changing priorities We value our employees and in addition to our competitive salaries, we offer a competitive benefit package to our talented team members including: Comprehensive Health Care, Vision & Dental Plan Flexible Spending Account Disability Plans Basic & Supplemental Life Insurance Additional Supplemental Benefits Paid Vacation, Paid Time Off (PTO) days, Holidays 401(k) Retirement Saving Plan including a generous Company match Our company uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit ***************** * Please be informed that this Direct Search is conducted exclusively by the Scandinavian Tobacco Group. We do not accept applications from agencies, and we will not provide compensation for unsolicited CVs. If you are currently working in STG, please click on Emloyee Login to apply to our internal positions Apply now

Job DescriptionAs a Financial Analyst, you will be responsible to support the plant controller annual budget and monthly forecasting processes • Support Finance Manager in month-end closing and year end (e. g. costing and inventory related transactions, analysis of variations, fix costs, balance sheet items) • Prepare and analyze cost center reports and discuss with department managers with a special focus on logistics costs • Prepare inventory reserve analysis and process all inventory-related journal entries at month-end • Adapt to conflicting deadlines and priorities established by company demands • Perform other duties/assignments as directed by the Plant Controller Skills Required • Knowledgeable in SAP • Experience in Excel • Ability to work in high pressure and deadline-driven environment Experience Required • Minimum 2 - 3 years' experience in Controlling, Finance, Accounting, or similar discipline Experience Preferred • Experience with SAP FIRE transactions • Experience with PowerBi Education Required • Bachelor's degree in Accounting, Finance, or similar discipline Education Preferred • Master's Degree

Our award-winning client seeks a Junior Sales Finance Analyst to join their team. Are you ready to dive into a dynamic role within a rapidly expanding private food group? Our client, a leading player in the meats and meat products industry with sales exceeding $1 billion, is seeking a Junior Sales Finance Analyst to join their finance team. This is an exciting opportunity to become a key player in a smaller, growing pond and make a significant impact on the company's financial strategies. Responsibilities: Report directly to the Director of Finance and collaborate with a team of finance professionals. Navigate the financial complexities associated with the company's organic growth and acquisitions in the food industry. Focus on sales and marketing financial issues, with a particular emphasis on trade marketing (discounts, promotions, and related matters). Work closely with the sales force, making sales finance a dynamic and engaging aspect of your role. Required Qualifications: 1 to 2 years of experience. Our client is seeking collaborative analytics professionals who can contribute to the expansion of the business. Applicants with proven achievements such as optimizing marketing strategies, providing recommendations for cost savings, and enhancing sales and margins through insightful analytical reporting will be prioritized. Proven ability to handle financial challenges related to sales and marketing activities. Experience with trade marketing, including managing discounts, promotions, and related financial aspects. Strong analytical skills with the ability to provide valuable insights to support decision-making. Previous experience in a rapidly growing and dynamic business environment. Bachelor's degree in Finance, Accounting, or a related field. Experience costing in an SAP environment is a plus. The role necessitates the capability to collaborate with IT to obtain actionable insights and conduct thorough analyses.

Job Description Wescott Financial Advisory Group LLC, a Philadelphia based RIA firm is excited to welcome an Associate Financial Advisor to our team. Wescott advisors utilize their substantial planning experience and strong relationship management skills to be an outstanding trusted partner for our clients. If you are ready to embark on a journey that will provide you with a path for professional growth to become an exceptional financial advisor, this is an ideal role for you. Core Role Expectations Collaboratively supports advisor teams and clients, drafts financial plans and client materials, and maintains client data. Gains knowledge and experience teaming with Wescott's expert advisors navigating complex financial planning matters with high-net-worth individuals and institutions. Eager to advance expertise to impress the sophisticated executives and business owners, and manage multiple generations and diverse dynamics of family wealth. Helps advisor team in fostering a unique experience centered on client service. Actively make an impact in the community. Qualities that Thrive Consistent commitment to loyalty and excellence in all efforts for clients, colleagues and community. Embrace culture that is diverse, collegial, inclusive, team oriented and welcomes change. Team player with strong empathy and communication skills that shows initiative to contribute to achieving client goals. Exhibits productivity, quality of work and problem solving skills, contributing to delivery of superior client service. Requirements Bachelor's degree, preference for secondary degree 2-5 years of Advisory Experience Completed or Pursuing CFP certification Proficient with MS Office suite and our financial planning technology stack, including eMoney and Salesforce, a plus. Understands and supports Wescott's vision, mission, and strategy Engages in teamwork and teambuilding Adds to Wescott's inclusive culture Participates in firm and/or personal community efforts Benefits Wescott is dedicated to creating an inclusive workplace that fosters and values diversity. More importantly, it aims to build an environment where everyone, regardless of background, can perform their best work. All qualified applicants will be considered for employment at Wescott without regard to race, creed, color, religion, national origin, sex, age, disability, sexual orientation, gender identity or expression, genetic predisposition or carrier status, veteran, marital, or citizenship status; or any other status protected by law. Wescott is proud to be an affirmative action and equal opportunity employer. Our competitive salary is commensurate with experience. Performance-based bonus and a wide range of employee benefits and support programs that include: Professional License and Professional Development (CE) 401(k)/Employee's Pension Plan Domestic Partner Benefits Family/Dependent Care Leave Basic Life/AD&D Insurance / Voluntary Life Insurance Short-term and Long-term Disability Insurance Sick Leave Vacation (20 days per year) Holidays (11) and Floating Holidays Volunteer Paid Time Off Medical / Dental / Vision Insurance Spring Health EAP Employee Resource Groups Flexible Spending & Health Care Spending Commuter Benefit Global Fit / Walk My Mind / Back-Up Care Advantage Pet Insurance Business Casual Dress Code Caring team of co-workers When applying, include a cover letter when uploading your resume. Preference will be given to candidates residing in the Harleysville Region. We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Wescott is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Wescott via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Wescott, and no fee will be paid in the event the candidate is hired by Wescott of affiliates.

This job posting is anticipated to remain open for 30 days, from 05-Jan-2026. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. **We'll give you the support you need. Our team will be there every step of the way, providing:** + Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. + Salary for the first five years as you begin to build your practice² + A firm-provided branch office in the community + Branch office support to help lighten the load so you can focus on your clients + A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. **You can also expect...** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A compensation package that includes opportunities for commissions, profit sharing and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds + A culture of continuous improvement and professional development **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Compensation:** We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation (********************************************************************************* Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview **Skills/Requirements** Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. **What characteristics would make you a successful financial advisor?** + An interest in financial services/markets and how they work + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Comfortable in your ability to think critically + Passion for new opportunities **Can you see yourself...** + Learning to be a financial advisor through our comprehensive training program? + Delivering personalized investment and financial solutions to your clients? + Taking ownership of your business's growth and success? + Meeting professional and personal objectives as they relate to building your practice? + Working in and positively impacting your local community? **Skills/Requirements** **Candidates should have at least one of the four qualifications bullets listed below:** + A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry + Financial services and/or sales experience + Financial services registration, licensing, or certification + Professional and/or military career progression **Licensing:** + SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. + FINRA registrations required within three months. State insurance licenses will be required. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. \#LI-USFATA

Job Description Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise the clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today! Compensation: $70,000 Responsibilities: Gather each client's financial information to determine financial status, cash flow, financial goals, and financial expectations Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given Design customized financial plans suitable for each client based on potential life changes and changing financial needs Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects Deliver comprehensive financial planning, investment, and insurance solutions to individuals, families, and businesses. Build and maintain long-term client relationships based on trust and expertise. Leverage Vista Wealth Solution's robust network of specialists, including tax, estate planning, business development, and wealth management teams. Utilize advanced digital tools to manage your business efficiently and provide enhanced transparency to clients. Maintain all necessary licenses and adhere to compliance standards. Qualifications: Requires a Bachelor's degree in finance, business administration, or related field Knowledge of the financial industry, financial products, best practices, and tax regulations is desired Superior customer service skills, math skills, relationship skills, and communication skills are preferred 2+ years of experience as a financial advisor, wealth manager, or related role. Active state insurance licenses and FINRA Series 6, 7, 63, or 66 (or willingness to obtain). Strong relationship-building, communication, and analytical skills. Commitment to ethical, client-centered advice. About Company Pivotal life events often happen unexpectedly. We take great pride in having helped our neighbors, friends, families, and business owners make sound decisions about being financially prepared for the unforeseen. We prioritize the needs of clients and firmly believe that conducting business ethically fosters long-lasting relationships with the communities we serve. Since 1886, Vista Wealth Solutions has been guided by a tradition of excellence rooted in the core principles of our creed. Our vision is to be the most trusted and respected insurance and wealth management firm for clients, partners, associates, and the community. Our mission is to create extraordinary opportunities so that dreams can become realities because what matters most to you matters most to us.

Royersford, Pennsylvania, United States of America **Hours:** 40 **Pay Details:** $72,280 - $108,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. **Depth & Scope:** + Experience selling investments and providing financial plans + Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth + Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents + Ability to partner and promote lead generation + Manages goals, prioritizes tasks and comfortable working in a fast paced environment + Ensures all new & existing clients are provided with a planning experience + Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts + Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed + Implements and executes a differentiated service model/experience for TD Wealth clients + Meets quarterly and annual sales goals + Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience + Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners + Executes in thorough manner that is compliant with regulations, policies and procedures + Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) + Ensures all Continuing Education requirements are attained + Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures + Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures + Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed + Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team + Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff + Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm + Represents TD Wealth to the general public in a professional manner + Is involved in the community and support TDBG charity and community initiatives **Education & Experience:** + Bachelor's degree strongly preferred + 2+ years of providing advice, planning and investment sales + SIE, Series 7, Series 63 required + Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals + Advanced understanding of wealth products and services + Strong verbal and written communication skills + Strong organizational and time management skills + Ability to travel within assigned market to meet prospects, clients and partners five days a week + Ability to commute within assigned territory + Strong understanding of wealth management business development techniques + Strong understanding and experience interacting with retail and small business banking clients + Consultative sales experience required + Demonstrated ability to establish relationships and partner effectively with other departments + Proven ability to achieve sales goals **Customer Accountabilities:** + Understands and supports the Bank's Customer Service Strategy + Considers the impact of decisions on the well-being of TD, its Customers and stakeholders + Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity + Models quality service delivery at every interaction + Leads and contributes to the ongoing improvement of the partner / Customer experience **Employee/Team Accountabilities:** + Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience + Participates fully as a member of the team and contribute to a positive work environment + May provide leadership, training, and guidance to other team members + Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest + Actively shares information and knowledge, and proactively learn from the expertise of other **OCC Language:** + This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA. + Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA. + Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position. **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% + Domestic Travel - Continuous + International Travel - Never + Performing sedentary work - Continuous + Performing multiple tasks - Continuous + Operating standard office equipment - Continuous + Responding quickly to sounds - Occasional + Sitting - Continuous + Standing - Occasional + Walking - Occasional + Moving safely in confined spaces - Occasional + Lifting/Carrying (under 25 lbs.) - Occasional + Lifting/Carrying (over 25 lbs.) - Occasional + Squatting - Occasional + Bending - Occasional + Kneeling - Occasional + Crawling - Occasional + Climbing - Never + Reaching overhead - Occasional + Reaching forward - Occasional + Pushing - Occasional + Pulling - Occasional + Twisting - Occasional + Concentrating for long periods of time - Continuous + Applying common sense to deal with problems involving standardized situations - Continuous + Reading, writing and comprehending instructions - Continuous + Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments strategies that align with client financial goals and needs Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds Mitigates and controls risk as part of daily activities Identifies and engages potential new clients through referrals or financial center clientele Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses; if you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded Sets and accomplishes goals, achieving whatever one sets their mind to Builds and nurtures strong relationships Collaborates effectively with others to get things done Communicates effectively and confidently and is comfortable engaging all clients Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment Likes to learn, adapts to new information and seeks the right solutions for clients Efficiently manages time and capacity Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients Desired Qualifications: Strong computer skills with an ability to multitask in a demanding environment Minimum of three years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) Obtained insurance licenses Skills: Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - MD - Easton - 36 N Washington St - Easton (MD4716), US - MD - Salisbury - 1145 S Salisbury Blvd - Salisbury South (MD4724), US - MD - Salisbury - 300 Tilghman Rd - Salisbury Shoppers World (MD4723) Pay and benefits information Pay range$70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. * Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. * Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. * Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. * Have the flexibility to control your schedule, allowing for work-life balance. * Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. * Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: * Self-disciplined, independent and driven to succeed. * Motivated by helping others and seeing them achieve their goals. * A natural coach or guide with strong interpersonal skills. * Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements * Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. * Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. * Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: * Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. * Medical, dental, vision, disability and accidental death and dismemberment insurance. * Pension, 401(k) and retiree medical plans. * Ongoing support, training and opportunity for professional growth as you build your business. * Well-being programs to help you manage your physical, emotional and financial health. * Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. * Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.