Finance advisor jobs in Racine, WI - 609 jobs

Duties and responsibilities * Develops effective, long term client relationships to provide individual plans focused on overall financial objectives of the client. Provides timely direction and follow-up. * Identify suitable investment opportunities that align with clients' risk profiles and objectives. * Partners and prospects within WaterStone Bank by establishing relationships with bank employees to obtain qualified referrals. * Develops prospects for new client relationships through networking and COI building. * Keeps apprised of current financial market trends, strategies, product offerings, regulations and provides objective advice based on this information. * Focused on growing and protecting client assets including but not limited to; tax planning, retirement planning, estate planning and other financial matters, growth and protection of assets. * Responsible for significant growth and development of the bank's book of business, including GDC and Assets under Management. * Actively works with WSB Supervisor and Broker Dealer to refine selling and communication skills. * Periodically present seminars to WSB staff or prospects to educate, inform and garner business. * Design and implement follow up plans for clients in a manner that matches their communication style and investment needs. * Adhere to ethical standards and fiduciary responsibilities, always acting in the best interest of the client. * Other duties as assigned. Qualifications Experience Required * 3-5 years sales and business development experience Preferred * 5-7 years of experience in the investment/wealth management field. Education Required * High School diploma or general education degree (GED) * Series 7 and series 63/65 or 66. Valid Wisconsin Life Insurance License Preferred * Bachelor's degree in finance or business is preferred. * Additional education and/or experience: List if applicable. Working Conditions: Additionally, an individual must be flexible in work schedule and have the ability to travel between office locations if warranted and provide proof of insurance. A valid driver's license in required. Driving record must be in accordance with WSB's Vehicle Safety Policy. Benefits for Full-Time Position: * Outstanding Medical, Dental, and Vision Insurance * 401(k) matching * Employee Stock Ownership Plan * Paid Time off * Paid Holidays * Flexible Spending Account * And so much more! Waterstone Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Financial Advisor Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, when we would like to talk to you! Our established financial service firm, Drake & Associates, in Waukesha, WI, is seeking to add a Financial Advisor to our Team! The Financial Advisor will have the opportunity to meet one-on-one with the company leads. Duties include: meeting with prospective families to share the value proposition of working with Drake and Associates, participation in public seminars and marketing efforts. Are you a hunter? Tired of prospecting? Join a firm where the families come to you! Key Traits: ● Strong initiative ● Positive attitude ● Ability to create connection with families ● Persistence ● An entrepreneurial perspective to build a client base ● Persuasive ability Minimum Requirements: ● College degree preferred ● 3+ years of financial services experience with an emphasis on sales ● Life and Health Licensed; Series 65, or 66 and 7. ● Strong organizational, prioritization, interpersonal, and management skills ● Strong mathematical and analytical skills ● Excellent communication skills; both verbal and written ● Proficient with Google Suite ● Experience with Salesforce preferred, but not required Position Responsibilities: ● Prepare, present, and implement customized financial plans ● Assist clients with annuities, life, and long-term care, and managing money ● Provide financial planning advice to include investment, insurance, and retirement ● Develop, manage, and retain strong client relationships Income $150,000 - $500,000 Money for Nothing Three weeks of paid time off each year Retirement We offer Traditional and Roth 401(k)s with a company contribution of 3% regardless of team member contributions. We can also assist with funding a Traditional IRA or Roth IRA. We know a lot about money, it's what we do! Let's Stay Healthy Blue Cross Blue Shield group health insurance plan with a great provider network It's the same health insurance that Tony has for himself. We pay for part of health, dental, and life insurance. Paid time off to go to the doctor, dentist, etc. Hungry? Free coffee, tea, sodas, water, and hot cocoa - all on-site Want To Lend a Hand? We support local charities financially and with paid time off to volunteer Use The Force, Luke! Mentorship is part of the deal. We want to help you as a person, not just as an employee. We'll pay for you to obtain your life insurance license, health insurance license, and Series 65 securities registration. We'll even pay for your Certified Financial Planner designation. Want to get your CPA license? Let's do it. How Do I Get There? Waukesha location is just off the Guerke's Corner exit on I-94. Mequon location is right off I-43 on Mequon and Port Washington Rd Let's have fun! Quarterly team lunches and team-building events off-site Annual Team Holiday Party Paid-for Annual Trips Company hits our goals, let's all travel together! Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities.

As a Business Manager, you'll be a vital contributor to a Financial Advisor team, playing a key role in developing and executing strategies to meet business plan goals and metrics. You'll help manage the team's business plan and financials, tracking progress against quantifiable goals and ensuring daily activities align with practice objectives. This role involves coordinating team assignments, projects, and key initiatives, as well as overseeing the execution of the team's client service strategy. Key responsibilities include: Developing and implementing business strategies to achieve team goals and metrics. Managing the team's business plan and practice financials. Tracking and reporting on progress against business and activity goals. Ensuring daily team activities align with practice metrics and objectives. Coordinating team assignments, projects, and key initiatives. Overseeing the execution of the team's client service strategy. Applying thorough knowledge of Wealth Management products and services. Utilizing working knowledge of general bank policies, programs, and financial/accounting practices. Requirements Qualifications To be minimally qualified for this role, you must possess: Active and current Series 7 and Series 63/65 or 66 (or equivalent) licenses. You must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) you support. Active and current SAFE Act Registration. Active and current firm-approved professional designation (ADV-2B required). Strong leadership abilities with excellent communication and delegation skills. A proven understanding of how to deliver an exceptional client experience. Thorough knowledge and understanding of the full suite of Wealth Management products and services. Demonstrated ability to manage risk and make sound decisions by having a deep understanding of industry regulations, supervisory requirements, and firm policies/procedures. Strong analytical skills with the ability to identify trends, pinpoint root causes, and implement improved processes to drive growth and mitigate risk. Ability to influence and demonstrate strong, effective leadership through clear communication and collaboration with partners, making sound decisions with courage and conviction, and influencing desired outcomes without direct authority. Skills Administrative Services Customer Experience Improvement Project Management Sales Performance Management Strategy Planning and Development Business Acumen Business Analytics Candidate Screening Coaching Continuous Improvement Account Management Process Simplification Reporting

Job Description Senior Financial Advisor AFIN Family Wealth Management is a firm specializing in holistic financial planning for individuals and businesses. Our goal is to make financial planning understandable and accessible by offering personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. Job Summary As a Senior Financial Advisor at AFIN Family Wealth Management, you will play a crucial role in delivering comprehensive financial planning and investment management services to our esteemed clients. You will be responsible for managing client relationships, providing tailored financial advice, and guiding clients towards their financial goals. The ideal candidate will possess extensive experience in wealth management, a strong understanding of financial markets, and exceptional interpersonal skills. Required Experience and Education: 5+ years successful financial services sales experience, with a verifiable commission history of at least $300,000 GDC and/or $30 million or more in expected AUM Bachelor's degree in Finance, Economics, Business Administration, or related field Life and Health Insurance license Series 7 and 66 (or 63 and 65) Required Knowledge, Skills, & Abilities: Proficiency in financial planning software, portfolio management tools, and Microsoft Office Suite. Excellent customer service, communications, and organizational skills The ability to work on multiple projects simultaneously Work independently as well as collaboratively within a team environment. Positive attitude, high energy, and professional demeanor Ability to exercise good judgment by recognizing urgency and setting priorities Must pass criminal and credit background checks Ability to quickly understand new concepts and learn new technology and systems In-depth knowledge of financial markets, investment products, and wealth management strategies. Demonstrated ability and commitment to goal-based planning and advice Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients. Job Duties and Responsibilities Conduct thorough financial assessments to understand clients' goals, risk tolerance, and financial situation. Create customized financial plans encompassing investment strategies, retirement planning, tax optimization, estate planning, and risk management. Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments) Prepare financial plans, check their accuracy and implement financial plans Monitor and review clients' portfolios regularly to ensure alignment with their financial goals and market conditions Provide ongoing financial guidance and education to clients, addressing their questions and concerns with professionalism and expertise. Executes trades, as required Stay up-to date with new industry trends and research market Adhere to regulatory compliance standards and ethical practices in all client interactions and business activities Benefits Health and dental insurance 401k and 401k matching Work-life balance Ownership of book of business Disclaimer AFIN Family Wealth Management is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Schedule: Full-time Travel: Local Securities offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisor Services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. 1220 Kensington Rd, Ste 220 Oakbrook, IL 60523 Powered by JazzHR AzZEzg4oBN

Lead Financial Advisor Drake & Associates Drake & Associates is a respected financial planning firm in Waukesha, WI, committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning with our "One Plan, One Coach" approach and seek a driven, client-focused Lead Financial Advisor to join our team. Role Overview The Lead Financial Advisor will meet directly with prospective clients from seminars, workshops, and referrals. Responsibilities include presenting the firms value proposition, participating in public seminars and marketing initiatives, and building lasting client relationships. NO PROSPECTING! Key Responsibilities Develop, present, and implement tailored financial plans Advise clients on annuities, life insurance, long-term care, and managed investments Provide comprehensive financial planning, including investment, insurance, and retirement strategies Cultivate and maintain strong client relationships Specific Qualifications Active Life & Health license Series 65 or Series 66 and Series 7 licenses Bachelors degree preferred Minimum three years of financial services experience, with an emphasis on sales Strong organizational, analytical, and communication skills (verbal and written) Proficiency with Google Suite; Salesforce experience preferred Desired Attributes Initiative and persistence Positive attitude Entrepreneurial mindset Effective local marketing skills Persuasive communication Ready to make an impact? If you are passionate about helping families achieve their financial goals and meet the qualifications above, we encourage you to apply and join our team at Drake & Associates!

Job Description About Trajan Wealth With over $2.5B in assets under management, Trajan Wealth is one of the fastest-growing Registered Investment Advisor firms in the country. What sets us apart is our fully integrated, in-house model, combining wealth management with estate planning through Trajan Estate and tax services through Trajan Tax. We operate on a fee-only basis, ensuring that every decision we make and every piece of advice we offer is driven solely by our clients' best interests. Our advisors understand the responsibility that comes with fiduciary duty and are committed to delivering disciplined, objective financial planning that inspires trust and provides lasting peace of mind. In addition, we offer fixed insurance solutions, including Fixed Index Annuities, to meet the diverse needs of our clients. This holistic approach-paired with our unwavering commitment to acting in our clients' best interests-truly embodies what it means to be a fiduciary. We don't just talk about it; we live it every day. Join us in our mission to provide exceptional financial, tax, and estate planning services. If you are an experienced Financial Advisor looking to make a meaningful impact, Trajan Wealth offers the platform to do just that. As a fiduciary firm, every member of the Trajan team takes this responsibility seriously and is dedicated to providing thoughtful, objective guidance that supports our clients' long-term financial success. Role Overview We are expanding our footprint in the Chicago metro area and looking for a local and experienced Fiduciary Advisor to join the team. What Makes Us Different: Do what you do best; meet with and sell clients who are excited to meet you. We have an in-house marketing agency that focus on radio, TV, seminars, digital and more. You have a team that sets up 5 to 15 prospect and client appointments per week every week. You have an organization supporting you - Client Development, Client Services, Client Relationship Management, Investment, IT, HR, and Compliance! Forget prospecting! Finally do what you do best, leave the minutia to your team! Regular business hours so you can get your family and personal life back. Turn key proven sales process and presentation that clients (and advisors) love. Our average Advisor produces $40M per year in new assets. We have hearts of teachers with leads and prospects that want to speak with us. Build a career with a company that cares! Duties and responsibilities Develop a client base by building lasting, meaningful relationships with the leads we provide and appointments we set Conduct meetings with clients/potential clients to evaluate financial needs and educate them on AUM, Annuity, Private Equity and Trusts Create and implement customized financial plans/strategies to enable clients to reach their goals and objectives Qualifications Clean Broker Check/U4 Bachelor's degree or equivalent experience Securities licenses/Certification - Series 65 or Series 66 or CFP Life and Annuity license Minimum of 7 to 10-years of financial investment advisor experience Experience and knowledge of the local Chicagoland market Minimum of 3-years of experience utilizing a CRM system Proficient in Microsoft Office Strong interpersonal skills Excellent written and verbal communication skills Proactive style Service orientation and strong code of personal ethics Benefits $200,000-300,000 per year total compensation (average) which includes base salary, bonus and commission income. W2 Employee not Contractor 401k with matching component up 13% United Healthcare PPO Medical employee coverage paid by Company Delta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options available Generous holidays and PTO Come and join a team that is making a difference in their clients and employee's lives!

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple\: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement\: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development\: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation\: Discuss financial products and services tailored to clients' unique situations Location\: In-office presence required Work-Life Balance\: Flexible schedule to maximize productivity and personal time Skills & Experience Education\: Bachelor's degree or equivalent skills and work experience Licensing\: State Life & Health, SIE, Series 7, Series 66 Personal Attributes\: values-driven with a track record of success and accomplishment Communication Skills\: excellent interpersonal and communication abilities with strong self-confidence Mindset\: entrepreneurial spirit with a desire to positively impact others' lives Collaboration\: ability to work with and learn from top performers Work Authorization\: must be authorized to work in the United States Training & Development FINRA Sponsorship\: provided for required FINRA licensing Preliminary Employment Period (PEP)\: comprehensive 120-day hands-on training Virtual University\: access to Equitable Advisors' Virtual University for continuous learning Mentorship\: opportunities for joint work and mentorship Personalized Coaching\: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development\: access to Leadership Development School for those with management ambition Professional Growth\: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment\: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP Stable Pay\: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management Commissions and Bonus\: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits\: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights * Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking * Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance * Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations * Location: In-office presence required * Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience * Education: Bachelor's degree or equivalent skills and work experience * Licensing: State Life & Health, SIE, Series 7, Series 66 * Personal Attributes: values-driven with a track record of success and accomplishment * Communication Skills: excellent interpersonal and communication abilities with strong self-confidence * Mindset: entrepreneurial spirit with a desire to positively impact others' lives * Collaboration: ability to work with and learn from top performers * Work Authorization: must be authorized to work in the United States Training & Development * FINRA Sponsorship: provided for required FINRA licensing * Preliminary Employment Period (PEP): comprehensive 120-day hands-on training * Virtual University: access to Equitable Advisors' Virtual University for continuous learning * Mentorship: opportunities for joint work and mentorship * Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed * Leadership Development: access to Leadership Development School for those with management ambition * Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits * Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP * Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management * Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. * Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Abbot Laboratories Employees Credit Union in Gurnee, IL would allow you to join Abbot Laboratories Employees Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Abbot Laboratories Employees Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to Abbot Laboratories Employees Credit Union for financial solutions. This position will offer: The ability to build a strong client base with the credit union's exceptional referral system Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals The opportunity to find new clients via the credit union's member base The opportunity to create client solutions without proprietary products The ability to grow your business with LPL's combination of tools, technology, and support The benefit of LPL's experience helping financial institutions grow and maximize their investment programs The opportunity to capitalize on the credit union's reputation and community standing As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes: Access to our proprietary technology and a suite of customized services An open architecture platform with access to thousands of investment products from leading third-party product sponsors Resources and expertise across the firm to help you create client solutions The freedom to create solutions specific to your client's goals Whatever your vision of success, we're with you every step of the way. Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with TruStage, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. Link to apply: ****************************************************************************************************************************************

🌟 Join Our Team! 🌟 This is an exciting opportunity for a driven Financial Advisor to join a growing firm that truly stands apart. We uniquely combine comprehensive wealth management with proactive tax planning, allowing advisors to deliver more integrated, high-value solutions to clients. With a strong, experienced support staff handling operations and planning support, our advisors can focus on building relationships, growing their practice, and making a meaningful impact for clients. Job Summary: The Financial Advisor is responsible for building trusted relationships with clients and providing comprehensive financial guidance to help them achieve their short- and long-term financial goals. This role involves assessing clients' financial situations, developing personalized strategies, and offering ongoing advice related to investments, retirement planning, insurance, tax-efficient strategies, and wealth management. The Financial Advisor serves as a key resource, delivering ethical, compliant, and client-focused recommendations while maintaining a high standard of professionalism and confidentiality. Duties/Responsibilities: Carries out planning, analysis, investment and other decisions that affect client relationships Prepares and updates financial plans, working with clients to obtain the necessary information and ensuring that it is accurately entered into the firm's financial planning systems Works with Managing Directors to discuss, review and finalize financial planning assumptions and design decisions Works with clients to obtain information and prepare risk profiles and investment policy statements Coordinates the transfer of client assets to the firm during new client onboarding, working closely with the Operations Group Develops asset allocation strategies and works independently or with the Investment Group to implement Rebalances portfolios as directed by the Investment Committee Participates in all client meetings and adds value to meetings by delivering presentations, facilitating discussions and preparing information Creates custom worksheets and analyses where needed to answer client questions or research investment opportunities Researches new investment products and vendors Facilitates the adoption of new technology by client service teams and trains others as necessary Frequently supervises and trains entry-level positions and the Operations Group Advises clients on appropriate financial products in the context of their plans Required Skills/Abilities: Financial Advisors are expected to have expertise in the following skill areas: Financial planning and financial advice Client service Compliance process Project/time management Client and internal communications Relationship management Networking Business development Management and leadership Coaching and mentorship Education, Experience, and Licensing: Associate's degree preferred. Series 63, 65, and 66 certifications are preferred. Series 7 certification preferred. Certified Financial Planner (CFP) certification preferred. Physical Requirements: Prolonged periods sitting or standing at a desk and working on a computer. This position is an in-office position. Benefits As a full-time team member of the firm, you will be eligible to participate in several firm sponsored benefits. In addition, you will be entitled to accrue paid time off - starting at 120 hours each calendar year. We also close our office for 7 holidays, and have a floating holiday available for use as well.

The Financial Advisor plays a vital role in driving growth by developing new business opportunities across securities, mutual funds, annuities, and other licensed products. In addition to cultivating new relationships, this position expertly manages and strengthens existing client portfolios within the local markets. Through proactive outreach and engagement, this role seeks to uncover and pursue potential business prospects, while skillfully cross-selling a comprehensive suite of bank and company products to meet clients' diverse financial needs. Key Responsibilities * Develop and implement a personal business plan to drive new client acquisition, referrals, portfolio penetration, and retention, resulting in consistent portfolio growth. * Achieve significant growth in assets under management and revenue for a profitable book of business. * Proactively review client portfolios to ensure proper segmentation and transition to appropriate resources. * Deliver a distinctive client experience by leveraging our value proposition and referring clients to wealth, mortgage, insurance, private banking, and commercial banking services. * Demonstrate strong knowledge of all business offerings, financial industry topics, and financial planning concepts to address client objectives through a purposeful discovery process. * Collaborate with JFG Business Partners to match prospect needs with suitable solutions, resulting in new business and deeper relationships. * Lead a team of associates, setting and exceeding performance goals while fostering teamwork and mutual respect. Required Experience * Bachelor's or advanced degree in finance, accounting, economics, business management, or a related field preferred with a minimum of 2 years' client-facing financial industry experience in business development; relevant work experience may substitute for education. * Demonstrated analytical, problem-solving, strategic, and tactical implementation skills in financial settings. * Developed networking abilities and a strong grasp of group dynamics, including experience with Centers of Influence. * Solid understanding of finance and economics, plus focus on industry trends and proactive adoption of products and technology to serve clients effectively. * Series 7, 63 or 66 required (or obtained within 6 months); must also secure all state-required insurance licenses. Come as you are. Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.

Participants of the Financial Advisor Development Program at Northwestern Mutual Greater Chicago- Skokie, Elgin, Lombard, Vernon Hills, West Loop, Aurora are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Candidates are graduating from college in May 2024 and are interested in building a financial planning practice. You will engage with local and nationwide experts and exclusive financial products with the support of a Fortune 100 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Our Financial Advisor Development Program allows you to: Participate in a 3-month specialized training program following your college graduation that will lead to a career as a Financial Advisor. Learn how to prospect and network to build your business and client base. Develop and execute a business strategy. Call on potential clients and set meetings to understand their financial goals. Prepare plans and offer useful recommendations. Gain exposure to proprietary planning software platforms. Engage in weekly coaching, training, and development meetings. Obtain your Life, Accident, and Health insurance licenses as well as investment licenses (Security Industry Essentials, Series 6/7, and Series 63) Are you a fit for the Financial Advisor Development Program? Full-time student; graduating in May 2024. Entrepreneurial ambitions and curiosity for sales. Highly involved on campus (leader, athlete, campus orgs, student government, etc.) Excellent time-management skills. Interest in financial literacy and planning tools. Business savvy and desire to increase critical thinking abilities. Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Support for insurance licensing (Life, Accident, and Health insurance license) Support for Security Industry Essentials, Series 6/7, Series 63 registrations About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: Fortune 500 company (2023) 5.0+ million clients and growing1 $257 billion retail investment client assets held or managed by Northwestern Mutual2 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength3 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 As of June 30, 2023 2 Combined client assets of NMIS and NMWMC as of June 30, 2023 3 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)

We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. The Career COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they: Diversify their income through multiple product lines beyond financial services. Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services. Educate clients and prospects about our products and services. Collaborate with COUNTRY Financial Insurance Agents to secure business. Establish an office and build a staff. Conduct financial solution seminars. Have the flexibility to manage their schedules to balance their careers and personal interests. We Offer Our financial advisors have uncapped earning potential and: Opportunities to earn performance-based global trips and financial rewards. Access to continued learning and marketing resources. Corporate office support. Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity. There is no buy-in required. Qualifications Successful COUNTRY Trust Bank Financial Advisors are: Entrepreneurial and self-motivated. Goal-driven with track records of business growth in the insurance and or financial services industry. Strong communicators with excellent business acumen. Committed to building and maintaining solid connections between their efforts and their rewards. Focused on achieving professional success through securing clients' trust. Passionate about making positive impacts in their communities. Required Qualifications Series 6/63 licenses Passed SIE Life/Health State Insurance License* Property/Casualty State Insurance License* Preferred Experience Accredited Asset Management Specialist (AAMS) Chartered Financial Analyst (CFA) Certified Public Accountant (CPA) Certified Financial Planner (CFP) Chartered Financial Consultant (ChFC) Bachelor's Degree 2+ years of experience in the insurance and or financial services industry 5+ years of business ownership or managerial experience About Us COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing. Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. *These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.

Make an impact providing expert financial advice with heart. 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. 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 Financial advisor, you will: Build a financial practice guiding clients 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 the firm'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 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 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. (We will pay, sponosor & support for those to be completed) 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 clients to make a real impact in your community.

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Senior Financial Advisor Position Objective The Senior Financial Advisor will deliver comprehensive financial planning and investment management services to clients. Typical Duties and Responsibilities Serve as a trusted advisor to high-net-worth and mass-affluent clients, delivering comprehensive financial planning and investment advice Develop and implement personalized financial plans, including retirement, tax, estate, education, and risk management strategies Design, manage, and monitor client investment portfolios in alignment with client goals, risk tolerance, and fiduciary standards Conduct regular client reviews, proactively recommending portfolio and planning adjustments as circumstances or markets change Build and maintain strong, long-term client relationships through exceptional service and clear communication Collaborate with internal teams and external professionals (CPAs, attorneys, estate planners) to deliver holistic advice Mentor junior advisors and support team development, as needed Ensure compliance with RIA regulations, internal policies, and fiduciary best practices Contribute to business development efforts through referrals, client retention, and strategic growth initiatives Position Requirements Bachelor's degree in finance, economics, business, or related field 5-10 years of experience in financial services or client-facing roles Series 65 (or ability to obtain within a specified timeframe) CFP designation preferred Preference Given to Candidates with the Following Qualifications: Strong analytical, organizational, and communication skills High attention to detail and client service orientation Ability to learn quickly in a fast-paced advisory environment Proficiency with Microsoft Excel and financial planning software (e.g., Money Guide Pro, Tamarack, Junxure, Redtail) Perks & Benefits 401(k) with Employer Match Health Insurance (with HSA option) Dental Insurance Vision Insurance Life Insurance Flexible Paid Time Off Policy Flexible Spending Account (FSA) Healthy Work/Life Balance Maternity/Paternity Leave Policy About World Investment Advisors As part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry's premier wealth management and retirement plan investment advisory services to individuals, high net worth families and employers. Collectively, WIA and its affiliates advise pm $76B assets 1 across 65 offices and 310 team members. Stimulating Environment At World Investment Advisors, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants. Team-Oriented Professionals typically work together in teams with multiple people from different departments to meet our clients' needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities. Why World? Great company culture with an awesome team-oriented atmosphere! Mentorship Opportunities Ability to participate in various Employee Resource Groups (EmpowHER, Mosaic, NextGen) Professional growth opportunities Friendly and collaborative work environment World Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. World is committed to equality and deeply believes in diversity in sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different. 1 As of December 31, 2023, the WIA network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion. #LI-MS1

Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Why Join Lakeshore Financial Group? Make a Meaningful Impact: Help families and individuals secure their financial future by developing customized financial wellness strategies Flexible Schedule: Enjoy the freedom to work part-time or full-time, allowing you to balance your work with your personal life. Comprehensive Training: We provide thorough training and ongoing support to equip you with the knowledge and skills necessary to succeed. Professional Development: Gain valuable experience in sales, finance, and client relationship management. Benefits: Our full-time positions offer full medical, dental, and vision benefits, 401k, and pension plan. Compensation: $75,000 - $100,000 per year Responsibilities: What You'll Do: Build relationships with potential clients and understand their financial needs Present and explain products and solutions Guide clients through the application and policy issuance process Provide ongoing support and service to clients Attend training and development sessions Qualifications: Who We're Looking For: Highly motivated and self-driven individuals Excellent communication and interpersonal skills A passion for helping others A strong work ethic and a desire to succeed Sales experience is a plus, but not required. We are willing to train the right person Must be able and willing to obtain a life insurance license This is an upside, 100% commission-based opportunity. We offer new hires the opportunity to receive $12,000 as financial support Why Join Us? Be part of a supportive and collaborative team Represent a reputable and respected company Enjoy the flexibility and freedom of a self-driven career Make a positive impact on the lives of others Earn a competitive income About Company At Lakeshore Financial, our Financial Representatives and Advisors take pride in nurturing strong and meaningful connections with a diverse range of individuals. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention. What sets us apart is our commitment to providing a unique and all-encompassing approach to evaluating and developing financial wellness strategies tailored to each individual's circumstances. We genuinely care about clients' well-being and want them to experience our dedicated and holistic method. To ensure the highest quality of guidance, our team follows a comprehensive process. By leveraging this approach, we strive to deliver exceptional results and empower clients to achieve their financial goals with confidence.

Milwaukee, Wisconsin;Madison, Wisconsin **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (****************************************************************************************************************************** **:** 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 is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage 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 and registration process. 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 **_Schedule - Monday thru Friday, with rotating Saturdays_** **Required Qualifications** + Currently holds Series 7 & 66 (63 & 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. + Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. + Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. + Sets and accomplishes goals, achieving whatever you put your 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 your time and capacity. + Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for **Desired Qualifications** + Strong computer skills with an ability to multitask in a demanding environment. + At least three years' 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 your 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 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

The Financial Planner communicates effectively with clients and co-workers, analyzes confidential client information, and integrates biblical principles into customized financial plans to help clients and their families achieve their goals. Principal Accountabilities: 1. Prepares customized financial plans in a manner that is tailored to the needs of the clients and consistent with the team leader's goals and preferences. * Utilizing input from the client, prepares customized financial plan that incorporates client information and is consistent with client goals. * Develops high quality, accurate, attractive, and professional reports and presentations that reflect and incorporate Blue Trust's financial planning philosophy and principles into the client recommendations. * Provides cash flow analysis including bonus payments and stock option planning. * Assesses gifting opportunities of cash, securities, or other property. * Assists with tax planning to estimate tax withholding settings or quarterly tax payments, plans for cash, securities or other property gifting opportunities, bonus payments, and stock option planning. * Prepares recommendations for clients utilizing planning expertise and knowledge of client's goals and circumstances, integrating Biblical principles and wisdom into the financial recommendations in a manner consistent with Blue Trust's financial planning philosophy. * Exhibits technical knowledge and competency in cash flow planning, tax and charitable gift planning, education funding, debt management, retirement, insurance, and estate planning. * Adept at utilizing Planning software deployed within the Division. 2. Initiates investment transactions in accordance with instructions from the Advisor. * Implements investment transactions utilizing company's trading software. * Performs other investment management tasks such as tax loss harvesting, account rebalancing, and account reviews. 3. Supports (Sr.) Financial Advisor or Managing Director with client meetings and other interactions including such things as: * Ensures all materials and financial plans are in good order in advance of scheduled meeting. * Records meeting notes. * Prepares follow-up letters for clients, demonstrating solid professional business-writing skills. * Handles follow up on action items as appropriate. * Effectively responds to client and outside vendor inquiries or needs as required. * Appropriately manages multiple priorities and strives to support the relationship building and investment management activities of Advisors through applied technical skills and knowledge of the financial planning process, including plan delivery and on-going coordination of client affairs. 4. Strives to grow and develop appropriate skillset to enhance contribution to client relationships including such things as: * Actively pursues CFP or other similar professional designation to enhance financial planning or advisory skillset and knowledge. * Seeks to continually increase knowledge of the financial planning philosophy and biblical principles upon which Blue Trust serves its client base through learning associated scripture memory verses to integrate Blue Trust's philosophy into client counsel and services. * Approaches work, interactions, and relationships in a manner consistent with the company's Core Values. * Demonstrates competence in general business skills and pursues general mastery of appropriate technical and leadership skills to support team and client needs, as well as long-term career growth. 5. Demonstrates computer literacy and knowledge of specialized office programs and competency in utilizing software applications that are company specific, e.g. eMoney, Salesforce (CRM), Orion, etc.) 6. Maintains the highest Compliance standards by adhering to the company's Human Resources guidelines, Compliance policies, professional designation standards, and our industry's regulatory standards to mitigate risk to the company. Requirements Qualifications: * Demonstrated in-depth knowledge of those portions of both the Old Testament and New Testament of the Bible with scriptural references to money and finances, and ability to apply and integrate this knowledge into all phases of client counsel. * Proven technical, analytical, and problem-solving skills. * Strong general knowledge of financial planning and investment management. * Strong business mathematical skills and keen attention to detail. * Personal integrity and ability to discreetly handle confidential data. * Ability to prioritize and complete multiple time-sensitive tasks. * Strong communication skills, both verbal and written. * Ability to excel in a team environment. * Aptitude and passion for learning. * Desire to serve clients and co-workers with excellence. * Proficiency in Microsoft Office with a high level of expertise in MS Excel. Education, Experience & Skills: * Bachelor's degree in business, finance, accounting, or financial planning is required. * Minimum of three (3) years' prior financial planning and/or financial service experience is preferred. Certifications, Licenses and Registrations: * Certified Financial Planner designation is preferred. * Additional education and credentials are a plus, such as a Master of Financial Planning, MBA, ChFC, or CPA. Travel Requirements * Travel demands depend upon client base in assigned territory and may include occasional travel by car, air, or other reasonable means of transportation, to ensure clients are served in a manner consistent with Division's client service model. A reasonable estimate of the current range is $65,000 to $90,000 per year with benefits This job description is for our Chicago Office only and the salary range listed above is specifically related to the cost of labor for this area. Any offered salary is determined based on internal equity, internal salary ranges, applicant's skills and prior relevant experience, and certain degrees and certifications. The range is provided in good faith. We may ultimately pay more or less than the posted range. This range may be modified in the future. Blue Trust is an equal opportunity employer.

The Financial Planner communicates effectively with clients and co-workers, analyzes confidential client information, and integrates biblical principles into customized financial plans to help clients and their families achieve their goals. Principal Accountabilities: 1. Prepares customized financial plans in a manner that is tailored to the needs of the clients and consistent with the team leader's goals and preferences. Utilizing input from the client, prepares customized financial plan that incorporates client information and is consistent with client goals. Develops high quality, accurate, attractive, and professional reports and presentations that reflect and incorporate Blue Trust's financial planning philosophy and principles into the client recommendations. Provides cash flow analysis including bonus payments and stock option planning. Assesses gifting opportunities of cash, securities, or other property. Assists with tax planning to estimate tax withholding settings or quarterly tax payments, plans for cash, securities or other property gifting opportunities, bonus payments, and stock option planning. Prepares recommendations for clients utilizing planning expertise and knowledge of client's goals and circumstances, integrating Biblical principles and wisdom into the financial recommendations in a manner consistent with Blue Trust's financial planning philosophy. Exhibits technical knowledge and competency in cash flow planning, tax and charitable gift planning, education funding, debt management, retirement, insurance, and estate planning. Adept at utilizing Planning software deployed within the Division. 2. Initiates investment transactions in accordance with instructions from the Advisor. Implements investment transactions utilizing company's trading software. Performs other investment management tasks such as tax loss harvesting, account rebalancing, and account reviews. 3. Supports (Sr.) Financial Advisor or Managing Director with client meetings and other interactions including such things as: Ensures all materials and financial plans are in good order in advance of scheduled meeting. Records meeting notes. Prepares follow-up letters for clients, demonstrating solid professional business-writing skills. Handles follow up on action items as appropriate. Effectively responds to client and outside vendor inquiries or needs as required. Appropriately manages multiple priorities and strives to support the relationship building and investment management activities of Advisors through applied technical skills and knowledge of the financial planning process, including plan delivery and on-going coordination of client affairs. 4. Strives to grow and develop appropriate skillset to enhance contribution to client relationships including such things as: Actively pursues CFP or other similar professional designation to enhance financial planning or advisory skillset and knowledge. Seeks to continually increase knowledge of the financial planning philosophy and biblical principles upon which Blue Trust serves its client base through learning associated scripture memory verses to integrate Blue Trust's philosophy into client counsel and services. Approaches work, interactions, and relationships in a manner consistent with the company's Core Values. Demonstrates competence in general business skills and pursues general mastery of appropriate technical and leadership skills to support team and client needs, as well as long-term career growth. 5. Demonstrates computer literacy and knowledge of specialized office programs and competency in utilizing software applications that are company specific, e.g. eMoney, Salesforce (CRM), Orion, etc.) 6. Maintains the highest Compliance standards by adhering to the company's Human Resources guidelines, Compliance policies, professional designation standards, and our industry's regulatory standards to mitigate risk to the company. Requirements Qualifications: Demonstrated in-depth knowledge of those portions of both the Old Testament and New Testament of the Bible with scriptural references to money and finances, and ability to apply and integrate this knowledge into all phases of client counsel. Proven technical, analytical, and problem-solving skills. Strong general knowledge of financial planning and investment management. Strong business mathematical skills and keen attention to detail. Personal integrity and ability to discreetly handle confidential data. Ability to prioritize and complete multiple time-sensitive tasks. Strong communication skills, both verbal and written. Ability to excel in a team environment. Aptitude and passion for learning. Desire to serve clients and co-workers with excellence. Proficiency in Microsoft Office with a high level of expertise in MS Excel. Education, Experience & Skills: Bachelor's degree in business, finance, accounting, or financial planning is required. Minimum of three (3) years' prior financial planning and/or financial service experience is preferred. Certifications, Licenses and Registrations: Certified Financial Planner™ designation is preferred. Additional education and credentials are a plus, such as a Master of Financial Planning, MBA, ChFC, or CPA. Travel Requirements Travel demands depend upon client base in assigned territory and may include occasional travel by car, air, or other reasonable means of transportation, to ensure clients are served in a manner consistent with Division's client service model. A reasonable estimate of the current range is $65,000 to $90,000 per year with benefits This job description is for our Chicago Office only and the salary range listed above is specifically related to the cost of labor for this area. Any offered salary is determined based on internal equity, internal salary ranges, applicant's skills and prior relevant experience, and certain degrees and certifications. The range is provided in good faith. We may ultimately pay more or less than the posted range. This range may be modified in the future. Blue Trust is an equal opportunity employer. Salary Description $65,000 to $90,000 per year