Surrogacy Opportunity - Make an Impact and Earn Financial Rewards
Finance Planner Job In Anaheim, CA
As a Shining Light Baby surrogate, you'll experience the amazing joy of helping create families while receiving exceptional support and care throughout your journey.
Begin your extraordinary surrogacy journey with Shining Light Baby and become a part of something truly special.
Who Can Become a Surrogate?
To ensure a safe and healthy surrogacy journey, there are specific qualifications that must be met:
Age: Between 21-40 years old.
Pregnancy: Have had at least one successful pregnancy without complications.
Support: Live in a stable and supportive environment.
Health: Obtain approval from your OB/GYN.
Lifestyle: Lead a healthy, non-smoking lifestyle.
Benefits of Becoming a Surrogate
With comprehensive support from our team at Shining Light Baby, you will be guided every step of the way, ensuring a positive and fulfilling experience. Embrace the chance to create lasting joy and become part of a beautiful story of love and life.
Make a Difference: Experience the joy of helping intended parents achieve their dream of having a child
Emotional Fulfillment: The surrogacy journey is deeply rewarding and life-changing
Financial Compensation: Earn $75,000 or more for your time, effort, and commitment
Comprehensive Support: Benefit from our extensive support network, including medical, legal, and emotional assistance
About Us
At Shining Light Baby, we believe in the power of giving the gift of life. Becoming a surrogate is an extraordinary journey filled with joy, fulfillment, and the opportunity to help build families. We are here to support you every step of the way.
We pride ourselves on our personalized approach, understanding that every surrogacy journey is unique. Our experienced team is committed to ensuring that you are well informed, comfortable, and confident throughout the entire process.
If you're ready to begin this incredible journey and make a profound impact on a family's life, we invite you to take the first step.
Visit our website to find out if you qualify and our team will be in touch with you to guide you through the next steps.
Investor Relations Associate
Finance Planner Job In Irvine, CA
Endeavor (************ CRE.com) is a commercial real estate and PropTech talent agency providing high touch recruitment services throughout major US cities. Endeavor has partnered with a well-capitalized, growing commercial real estate private equity firm with a national portfolio of commercial and multifamily assets
The Investor Relations Associate who will play an active role in supporting the Investor Relations Team. This role requires a smart, organized individual with a strong work ethic, ability to multi-task and willingness to learn. There will be a client facing component to this role once the Associate has proven their ability to take ownership of the following responsibilities. This role will report to the Vice President of Investor Relations.
Job Responsibilities:
Manage CRM and Investor Portal, including client onboarding and account management
Create and collaborate with accounting and investment teams to distribute capital account statements, capital calls, distribution notices, tax documents, quarterly reports and annual disclosures
Assist with the content preparation and vision execution of marketing materials, including PowerPoint presentations
Complete Due Diligence Questionnaires (DDQ) for existing investors and update and maintain marketing materials, including PowerPoint presentations and other documents
Work with internal and external compliance teams to ensure investor communication is compliant
Assist in event coordination including event planning and management, initial outreach, follow-up, coordinating schedules
Qualifications & Competencies:
Bachelor's degree in business, finance or related field.
2-4 years of experience in investor relations. Commercial real estate experience required.
Juniper Square experience a plus
Holds current FINRA Series 7 and 63 licenses and/or willing to obtain within 120 days of employment
Ability to work well under pressure and respond to shifting priorities
Excellent judgment and the ability to handle confidential information with complete discretion
Self-motivated, creative problem solver, with great time management skills
Ability to work in Irvine, CA office 5 days a week
Financial Advisor - Career Change Opportunity
Finance Planner Job In Riverside, CA
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 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, 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
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
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
Financial Advisor
Finance Planner Job In Irvine, CA
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $6.29 billion in assets (as of March 25, 2024) and services clients across the nation. We are headquartered in San Diego and have branch offices in California (Brea, Davis, Irvine, and Los Angeles); Seattle, WA (Mercer Island); Denver, CO; Chicago, IL and we are looking to expand in other cities.
If you are a CERTIFIED FINANCIAL PLANNER™ professional (CFP ), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA ), or have at least five years of financial planning experience, please contact us about joining our team and helping us meet the demand of potential clients that want to do business with our firm.
Why become an Advisor with Pure? We provide specialized support so that our Advisors can spend their time where they need to - in front of clients, managing the client relationship, and providing comprehensive financial planning advice. Below are examples of how we provide support to our Advisors:
Marketing & Business Development - We generate the leads so that our Advisors don't have to invest their time on marketing efforts. This is done in various ways, including our educational classes and client events, as well as, Your Money, Your Wealth television, radio, and podcast shows. We have teams focused on marketing and business development to handle calls from numerous prospective clients - people that want to sit down with an experienced financial professional. We also set the appointments, so that the Advisor can spend the time meeting with prospective clients, gaining a better understanding of their needs and how we can help them meet their financial goals.
Financial Planning - Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals that partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client's life - We take a deep and PURE dive into planning.
Investment Management - Pure's trading department works with Advisors on managing the client's portfolio in a tax-optimized way - daily rebalancing, tax loss harvesting, asset location, etc.
Operations and Client Services - We have client service teams to handle everything - they work with the custodians to ensure all transactions are taken care of and take the paperwork off the Advisor's “to-do” list!
Unparalleled Professional Development - Advisors receive constant training on new regulations, concepts, planning ideas, etc. We are dedicated to providing growth and development to not only our Advisors but all members of our team.
Requirements:
Pure's financial planners generally are required to be CERTIFIED FINANCIAL PLANNER™ professionals (CFP ), Certified Public Accountants (CPA), Chartered Financial Analyst (CFA ), or to have at least five years of financial planning experience. Within one year of hire, we require that financial planners attain the Accredited Investment Fiduciary (AIF ) credential to show a commitment to the fiduciary standard.
Ability to assess a prospective client's needs and their financial goals.
A solid understanding of retirement planning, estate planning, tax planning, cash flow, investment and asset allocation strategies, and risk management.
Effective with communication skills. Ability to deliver comprehensive financial plans to clients.
Previous experience teaching classes or presenting is a plus
Additional Details:
Salaried position + Benefits
Starting base salary: $125,000; however, salary will move to a variable compensation structure (that exceeds the base salary) if/when certain milestones are achieved.
Salary may also be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and ability to bring clients subject to contractual release.
Benefits package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as a generous paid time off policy.
Interested?
We are looking for high-quality individuals that can provide comprehensive retirement planning solutions and tax-optimized investment management strategies that will adhere to fiduciary standards and act in the best interest of our clients.
Financial Advisor
Finance Planner Job In Irvine, CA
Are you looking to expand your career and be a 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, then we would like to talk to you! BML Wealth Management in Irvine, CA is seeking to add a Financial Advisor to our Team!
This Lead Advisor will have the opportunity to meet one-on-one with company leads from seminars and referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include working alongside the main Advisor, client relationship building and participation in public seminars. Tired of prospecting? Join a firm where the families come to you! NO COLD-CALLING!
Minimum Requirements:
Bachelor's degree preferred
3-5 years of financial service experience required
Series 65 and Life and Health required
Strong organizational, prioritization, interpersonal and management skills
Strong mathematical and analytical skills
Excellent communication skills; both verbal and written
Proficient with MS Office Suite
Experience with CRM preferred
This position requires you possess the following skills:
Strong relationship-building and communication abilities
Expertise in financial planning and strategy development
Commitment to following structured processes and ensuring compliance
Excellent organizational and time management skills
Strong Initiative
Proficiency with financial tools and CRM systems
Responsibilities:
Engage with warm leads provided by our marketing efforts, establishing trust and credibility
Conduct financial consultations to assess client needs, goals, and objectives
Develop and present customized financial plans, ensuring alignment with client priorities
Follow a consistent advising process to ensure compliance, accuracy, and efficiency
Maintain ongoing client relationships through regular communication and portfolio reviews
Stay updated on financial products, market trends, and regulatory changes
Collaborate with internal teams to enhance the overall client experience
Compensation:
For the first 3-6 months, the salary will be $5k-$10K per month (BOE). After that, it will be W2 commissions + advisory fees
Benefits:
401k after 1 year
Medical, Dental, Vision - after 90 days
PTO
Hours:
Monday-Friday, 8:30am-5:30pm or 9am - 6pm
In office days are Tuesday-Thursday, Monday and Friday are remote
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 we 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 listed, please apply today!
Financial Advisor
Finance Planner Job In Corona, CA
Financial Advisors at Northwestern Mutual help their clients through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training and development, mentorship, and products. Discover your earning potential, craft a workday around your life, and make an impact every day.
Our award-winning training equips you with the knowledge, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to support your financial expertise, including but not limited to:
Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
As a Northwestern Mutual Financial Representative:
Build-Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends.
Educate-Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options.
Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations.
Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs.
Compensation & Benefits
1st Year Incentive Package
Accelerated Commission Structure
Renewable Income
Formalized Bonus Program
Expense Allowance
Reimbursement for insurance licensing, SIE, Series 7, CFP , and more
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Planning
You could be right for this opportunity if you have:
Bachelor's Degree
Experience building meaningful relationships
Interpersonal skills for success in client-facing roles
Excellent time-management skills
Desire for continuous learning
Legal authorization to work in the US without sponsorship
About Us
For nearly 170 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the care and 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 are valued partners, and proud business owners. We are committed to a diverse, inclusive, and belonging environment where everyone's different viewpoints bring new successes!
Why join Northwestern Mutual:
Fortune 100 company
Forbes' Best Employers for Diversity
Top 10 US Independent Broker-Dealers
#1 Amongst Life Insurers Most Admired Companies for Financial Soundness
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index
$224 billion (retail investment client assets held or managed)
Sr. Financial Advisor
Finance Planner Job In Newport Beach, CA
Capstone Partners is looking for an experienced Independent Financial Advisor, who is comprehensive in nature (S7, SIE, L&H), to add to our growing firm.
The ideal candidate will be entrepreneurial in spirit, team oriented, and self-disciplined in clientele acquisition. Capstone Partners Financial firm strives to deliver personalized investment solutions to help clients work toward their long-term financial goals, with risk and wealth management protection. We strive to help you build a successful financial practice by creating financial plans that are more strategic relationship centered vs product placement transaction.
Life is about connecting people to their purpose, reach out: Calendly.com/Rachyll OR RTenny@capstone.financial
Responsibilities
Provide financial planning to building a clientele of book of business.
Provide options in risk and investment portfolios to cultivate client relationships, long term.
Prepare and Present financial plans
Support and aid in collaboration and joint work with Sr. Advisors and New Advisors within the firm.
Qualifications
Bachelor's degree or higher
5+ years of industry experience, sales - customer relations.
Strong understanding of the investment business with comprehensive planning
Excellent interpersonal skills
Entrepreneurial spirit with a drive for results - self accountability.
Financial Advisor
Finance Planner Job In Irvine, CA
Be in Business for Yourself, not By Yourself
Enjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the support of local leaders and colleagues, professional training and systems to help you be successful.
Job Description
Thrivent is a different kind of financial services provider. We believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. We're hiring entrepreneurial people to grow with us. If you have a heart for service and a passion for helping others reach their financial goals, we'd like to connect with you.
As a Thrivent financial advisor, you'll:
Provide one-on-one financial guidance and connect clients to Thrivent products, services and unique membership benefits.
Build genuine, long-term relationships based on shared values and goals.
Complete a comprehensive training program with up to 16 weeks of paid training and have ongoing support and career development resources.
Obtain state insurance licenses (life, health & variable contracts) and Series 7 and 66; Series 7, 65 and 63; or Series 6 and 63 registrations.
Have the flexibility to control your schedule, allowing for work-life balance.
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 our clients live, work and worship. Whether you're a seasoned financial professional, just entering the workforce or looking for a career change, you could be a successful Thrivent financial advisor if you're:
Self-motivated, independent and driven to succeed.
Motivated by helping others.
A natural coach or guide with strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products.
Requirements
Attainment of FINRA SIE within 90 days of hire/transfer (licensed role only).
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 commission and incentive pay structures.
Medical, dental, vision, disability and accidental death and dismemberment insurance.
Unique perks like pension, 401(k) and retiree medical plans.
Ongoing access to training and opportunity for professional growth.
Membership programs and award-winning workshops that help you connect with your clients and engage others to make a real impact in your community.
Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you're intrigued about our work and the possibility of becoming part of it, we invite you to visit Thriventfinancial.com/advisorcareers to learn more. You won't just build a career; you'll be part of an organization focused on growing, innovating, and serving.
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.
Financial Advisor
Finance Planner Job In Newport Beach, CA
Comprehensive financial services company committed to helping our clients improve their long-term financial success. We offer a wide range of quality financial products and the advice from our best financial professionals. Headquartered in Newport Beach, CA.
Job Requirements
Bachelor's Degree
2 or more years of sales experience
Southern California resident for 1 year
Additional qualifications include:
Prior success in a professional field
Active life insurance license (we will assist you in obtaining your Life & Health License, Series 7 and 66 (SIE) FINRA registrations)
Exceptional multitasking organization and prioritization skills
Strong sense of integrity and ethics
Competitive, goal-driven outlook
Confidence and the ability to handle rejection
Solid customer service skills
Good market-development and networking abilities
Genuine interest in learning about the financial industry
Job Description:
In this role, you will build relationships primarily with business owners. No prior finance experience is necessary. Our comprehensive and ongoing training program will teach you everything you need to know to build a successful and rewarding advisory practice. While you are being trained, we will provide you with a stipend plus uncapped commissions. You will find plenty of opportunities for professional development and growth toward leadership/mentor roles.
Your specific duties in this role will include:
Prospecting for clients through introductions, networking associations, and CPA firms
Developing and maintaining long-term relationships with clients
Conducting fact gathering and needs analyses to arrive at client-centric financial solutions
Gaining client consensus on implementation of financial recommendations. Expanding personal knowledge and skills through ongoing professional development and joint work with your mentor
Benefits:
Our intensive training program will teach you everything from prospecting and presentations to specifics about our product line and how to implement client financial programs. We will provide you with a stipend during training, with uncapped commissions allowing you to continue to grow your income as you develop your professional network. Don't pass up this opportunity to build something for yourself but not by yourself.
A quick reminder, we may not be for you if:
You do NOT have a bachelor's degree.
You do NOT have 2 years of professional sales experience.
Financial Services Professional
Finance Planner Job In Newport Beach, CA
We are looking for a few new associates to join our team of advisors. Training, Development and Licensing Support provided by the firm for the right candidates. Our company is growing at a record pace. We need to expand the team to provide clients with guidance on a wide variety of financial matters from Investments* to Insurance. Seeking people with a strong entrepreneurial mindset, the mentality of a business-owner, and the desire to earn six-figure income yearly.
Compensation Package:
W-2 Position with Full Corporate Benefits
Training Allowance and Activity Stipend
Commissions and Residuals
Bonuses Paid Throughout The Year
Pension (Vested after 5 years)
Requirements:
Resident of Southern California (Orange County)
College Degree (Bachelors)
Great Communication Skills (Written and Spoken)
Professional Attitude
Pleasant Demeanor
Computer Savvy
Networking Skills
Financial Literacy
Pass a Background Check
Financial Services experience definitely helps but not necessary. Some of the most successful Advisors here transitioned from completely different fields like Teachers, Military, and Coaches. Former Mortgage Loan Officers do very well here also. If you have knowledge or a background in Taxes, this is definitely a position you would want to explore. Sales experience can definitely be helpful as long as it is non-aggressive. Our primary goal is to maintain client relationships for life.
*Securities offered through NYLIFE Securities LLC (Member FINRA/SIPC),
A Licensed Insurance Agency and a New York Life Company
Financial Representative
Finance Planner Job In Ontario, CA
Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a
Fortune
500 company.
As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most.
The Ideal Place for a Career
Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below.
As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among
Fortune
500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs.
A Successful Financial Representative
Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are:
Customer-focused
Effective Communicators
Natural Networkers
Results-driven
Resilient
Collaborative
If this sounds like you, we encourage you to explore the possibilities, and apply today!
From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
Financial Planning Analyst
Finance Planner Job In Orange, CA
Our client, a retail holdings company is seeking to hire a Financial Planning & Analysis Associate to join their corporate team. In this newly created role you will play a pivotal role in driving financial objectives while ensuring alignment with corporate strategic goals/planning.
What's the Job?
Maintaining financial management reports through extraction, compilation, and analysis
Project monthly and annual sales against budgets while contributing to close processes
Manage annual budget between subsidiaries and corporate office- providing comprehensive operation and financial analysis
What's Needed?
Bilingual Korean/English
Bachelor's degree in Finance, Math, Economics, Business, Engineering or other related field
3+ years practical financial acumen/related field
Available to work onsite, Mon-Fri from 9am-6pm
What's in it for me?
100% employer paid premium for health, dental, vision
Early out Fridays
13 paid holidays
401k with 5% match
If this is a role that interests you and you'd like to learn more, click apply now and a recruiter will be in touch with you to discuss this great opportunity. We look forward to speaking with you!
About ManpowerGroup, Parent Company of: Manpower, Experis, Talent Solutions, and Jefferson Wells
ManpowerGroup (NYSE: MAN), the leading global workforce solutions company, helps organizations transform in a fast-changing world of work by sourcing, assessing, developing, and managing the talent that enables them to win. We develop innovative solutions for hundreds of thousands of organizations every year, providing them with skilled talent while finding meaningful, sustainable employment for millions of people across a wide range of industries and skills. Our expert family of brands -
Manpower, Experis, Talent Solutions, and Jefferson Wells
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creates substantial value for candidates and clients across more than 75 countries and territories and has done so for over 70 years. We are recognized consistently for our diversity - as a best place to work for Women, Inclusion, Equality and Disability and in 2022 ManpowerGroup was named one of the World's Most Ethical Companies for the 13th year - all confirming our position as the brand of choice for in-demand talent.
Financial Analyst
Finance Planner Job In Irvine, CA
Addison Group, in partnership with our building materials company client in Irvine, seeks a Financial Analyst to join their team.
Compensation/Benefits - Salary range can increase up to $120,000/year depending on qualifications. Our client supplements base compensation with a bonus and health and wellness benefits.
FINANCIAL ANALYST DUTIES AND RESPONSIBILITIES
Conduct detailed financial modeling and analysis to support strategic decision-making and forecasting.
Prepare and analyze monthly, quarterly, and annual financial reports, including variance analysis against budgets and forecasts.
Collaborate with cross-functional teams to develop and refine budgets and financial plans.
Evaluate financial performance by tracking key metrics and identifying trends or areas of concern.
Provide actionable insights and recommendations to improve profitability and operational efficiency.
FINANCIAL ANALYST QUALIFICATIONS AND SKILLS
Required
Bachelors' Degree in Accounting or Finance
Minimum of 2 years' experience in financial forecasting, reporting, and analysis
Current or prior employment at a large company
Proficient with Excel modeling
Ability to organize time and tasks efficiently with minimal supervision
Strong oral and written communication skills
Financial Analyst
Finance Planner Job In Carlsbad, CA
Akkodis is seeking a Financial Analyst for a 8 months to support work on their ERP transition SAP S/4HANA. position with our Direct Client located in Carlsbad, CA 92008 (Onsite). Ideally looking for applicants who provide team bandwidth to work on ERP transition to SAP S4/Hana.
Pay Range: $28 - $30/hr on w2; The rate may be negotiable based on experience, education, geographic location, and other factors.
Job Description:
This position uses knowledge of the company's financial systems to extract financial data from various sources to report revenue and calculate appropriate compensation for corporate business partners based on existing contracts and agreements.
ESSENTIAL FUNCTIONS:
Provides revenue and customer data and trend analysis through regular reporting (daily, weekly, monthly and quarterly).
Analyzes distributor data, agreements, and rebate requests. Reviews for accuracy, prepares payment and works to resolve discrepancies.
Develops new reporting and analytical tools to improve the efficiency and effectiveness of monitoring the performance of distribution partners.
Performs calculations, analysis, payment preparation and reconciliation for various partner incentive programs. Maintains tools and reports utilized to perform these calculations.
Calculates, monitors and reports distributor inventory positions (monthly) and works to reconcile discrepancies as needed.
Performs other special projects as assigned. Participates in the resolution of issues and process improvement opportunities.
Requirements Education/Experience:
Minimum of 1-3 years of experience in financial and/or strategic analysis.
Bachelor's degree in business, accounting, economics, or finance required.
Knowledge/Skills:
Self-starter. Ability to work with little direction.
Strong analytical and communication skills to convey information effectively.
Ability to distill large amounts of data and translate analysis into compelling presentations.
Excellent interpersonal skills. Ability to work with all levels in an organization.
High level of accuracy in all work.
Ability to identify errors or discrepancies and take action to resolve independently or involve appropriate partners as needed.
Ability to use logic and reasoning to identify strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Strong working knowledge of MS Office suite of products, including PowerPoint and Excel.
If you are interested in this role, then please click APPLY NOW. For other opportunities available at Akkodis, or any questions, please contact Ayush Garg at ************ or ***************************.
Equal Opportunity Employer/Veterans/Disabled
Benefit offerings include medical, dental, vision, term life insurance, short-term disability insurance, additional voluntary benefits, commuter benefits, and a 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.
Disclaimer: These benefit offerings do not apply to client-recruited jobs and jobs which are direct hire to a client.
To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit ******************************************
The Company will consider qualified applicants with arrest and conviction records.
Senior Financial Planner
Finance Planner Job In Carlsbad, CA
We are seeking a detailed oriented and analytical professional to join our dynamic team as a Senior Financial Planner. This individual will be responsible for analyzing complex financial data, and creating and presenting financial plans. Our ideal candidate is a client-focused professional with a proven track record of delivering excellent client service and who enjoys being part of a team.
Why Aldrich Wealth
Aldrich Wealth is a dynamic, fast-growing, and established independent registered investment advisor (RIA) at the forefront of the industry. As an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions and manage approximately $6 billion in assets.
Our holistic approach, paired with high-touch service, weaves together financial planning, wealth-building, wealth-preservation, and life goals. We guide our clients through today's financial complexities to protect and grow their financial assets for tomorrow.
Check out more about Aldrich at ****************************
You'll Get a Chance To
* Develop customized, comprehensive financial plans designed to help clients achieve their goals.
* Work directly with clients to gather information and present financial plans, including tailored recommendations.
* Review financial plans prepared by financial planner(s) and paraplanner(s), providing mentorship and guidance as needed.
* Build rapport with clients and potential clients with the goal of building a lasting relationship.
* Collaborate with advisors to provide holistic financial solutions for clients, including the facilitation of referrals to trusted insurance professionals, CPAs and estate planning attorneys.
* Manage and prioritize team workflows and identify opportunities to improve team efficiency
* Advance the utilization of the financial planning software(s) and other technologies
Requirements
What You Bring to the Team
* Minimum of 6 years of experience in financial planning
* Bachelor's degree from an accredited college or university
* Experience with financial planning software
* CFP or PFS designation required
* Strong understanding of cash flow scenarios, education funding strategies, equity compensation (ISOs, NQSOs, RSUs) and investment model portfolios
* Knowledge of insurance products (life, disability, long-term care), taxes and estate planning needs including trusts, wills, and powers of attorney
* Excellent analytical, strategic thinking and problem-solving skills
How We'll Reward You
At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes:
* Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care
* Retirement Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing
* Time Off: 5 weeks of vacation and sick leave in the form of a Paid Time-Off bank, 10 Paid Holidays including two floating holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, and Paid Parental Leave
* You may also be eligible to participate in a discretionary incentive compensation program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals
This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company's good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range for the full-time position is $90,000-$110,000 annual salary.
For a full summary of our benefit offerings, check out Life at Aldrich here.
What You Should Know
This is a full-time position. Our standard office hours are Monday - Friday, 8 AM - 5 PM. This is a hybrid position where you must be in the office at least 2-3 days per week.
To Apply
Submit your resume describing how you meet the minimum qualifications and desired attributes.
#LI-HYBRID
Senior Financial Planner
Finance Planner Job In Carlsbad, CA
Full-time Description
We are seeking a detailed oriented and analytical professional to join our dynamic team as a Senior Financial Planner. This individual will be responsible for analyzing complex financial data, and creating and presenting financial plans. Our ideal candidate is a client-focused professional with a proven track record of delivering excellent client service and who enjoys being part of a team.
Why Aldrich Wealth
Aldrich Wealth is a dynamic, fast-growing, and established independent registered investment advisor (RIA) at the forefront of the industry. As an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions and manage approximately $6 billion in assets.
Our holistic approach, paired with high-touch service, weaves together financial planning, wealth-building, wealth-preservation, and life goals. We guide our clients through today's financial complexities to protect and grow their financial assets for tomorrow.
Check out more about Aldrich at ****************************
You'll Get a Chance To
Develop customized, comprehensive financial plans designed to help clients achieve their goals.
Work directly with clients to gather information and present financial plans, including tailored recommendations.
Review financial plans prepared by financial planner(s) and paraplanner(s), providing mentorship and guidance as needed.
Build rapport with clients and potential clients with the goal of building a lasting relationship.
Collaborate with advisors to provide holistic financial solutions for clients, including the facilitation of referrals to trusted insurance professionals, CPAs and estate planning attorneys.
Manage and prioritize team workflows and identify opportunities to improve team efficiency
Advance the utilization of the financial planning software(s) and other technologies
Requirements
What You Bring to the Team
Minimum of 6 years of experience in financial planning
Bachelor's degree from an accredited college or university
Experience with financial planning software
CFP or PFS designation required
Strong understanding of cash flow scenarios, education funding strategies, equity compensation (ISOs, NQSOs, RSUs) and investment model portfolios
Knowledge of insurance products (life, disability, long-term care), taxes and estate planning needs including trusts, wills, and powers of attorney
Excellent analytical, strategic thinking and problem-solving skills
How We'll Reward You
At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes:
Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care
Retirement Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing
Time Off: 5 weeks of vacation and sick leave in the form of a Paid Time-Off bank, 10 Paid Holidays including two floating holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, and Paid Parental Leave
You may also be eligible to participate in a discretionary incentive compensation program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals
This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company's good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range for the full-time position is $90,000-$110,000 annual salary.
For a full summary of our benefit offerings, check out Life at Aldrich here.
What You Should Know
This is a full-time position. Our standard office hours are Monday - Friday, 8 AM - 5 PM. This is a hybrid position where you must be in the office at least 2-3 days per week.
To Apply
Submit your resume describing how you meet the minimum qualifications and desired attributes.
#LI-HYBRID
Salary Description $90,000-$110,000
Financial Analyst- Corporate Operations
Finance Planner Job In Riverside, CA
Friendly Franchisees Corporation (FFC) is a privately owned business committed to operational excellence, innovation, and delivering exceptional results in the competitive real estate and franchise industries. We foster a fast-paced, results-driven environment and are seeking a highly skilled and detail-oriented Financial Analyst to join our dynamic team.
This role focuses on financial planning, analysis, forecasting, and modeling across corporate operations. The ideal candidate will have advanced Excel and financial modeling skills, a strong accounting foundation, and the ability to extract insights from complex data to influence strategic decisions.
Key Responsibilities
Strategic Financial Analysis:
Develop and implement advanced financial models in excel to support strategic planning, acquisitions, and operational efficiencies.
Analyze and interpret financial performance across corporate operations to identify trends, risks, and opportunities.
Conduct budgeting, forecasting, and variance analysis to provide actionable insights to senior leadership.
Operational and Performance Optimization:
Collaborate with leadership to optimize costs, improve profitability, and develop actionable strategies for financial growth.
Identify and analyze key financial performance indicators (KPIs) and recommend improvements.
Assist in financial due diligence and integration for acquisitions or new business ventures.
Reporting and Compliance:
Prepare detailed and accurate financial reports for senior leadership and stakeholders.
Ensure accurate covenant calculations and timely monthly reporting to maintain compliance with financial agreements and regulatory requirements.
Ensure compliance with local, state, and federal financial regulations, including GAAP standards.
Support internal and external audits, maintaining adherence to internal financial controls.
Financial Systems and Tools:
Maintain and enhance financial systems, including Yardi, QuickBooks, or other relevant financial tools.
Utilize advanced Excel functions (macros, pivot tables, and financial modeling) to streamline processes and reporting.
Lead efforts to automate and improve the efficiency of financial reporting and analysis.
Qualifications and Requirements:
Education:
Bachelor's degree in Finance, Accounting, Economics, or a related field.
CPA, CFA, or MBA preferred.
Experience:
5+ years of progressive financial analysis or accounting experience in corporate operations or a similar field.
Extensive restaurant experience is essential.
Proven expertise in advanced Excel functions (macros, pivot tables, and financial modeling).
Strong background in financial reporting, P&L management, and operational analysis.
Technical Skills:
Expertise in financial modeling and data visualization.
Advanced Excel skills and strong accounting knowledge.
Experience with financial software systems, including Yardi, QuickBooks, or similar platforms.
High proficiency in analyzing large datasets and presenting clear, actionable insights.
Leadership and Communication:
Exceptional interpersonal and communication skills to collaborate with cross-functional teams and senior leadership.
A proactive mindset, with the ability to manage multiple priorities in a fast-paced environment.
Personal Traits:
Results-driven with a strong sense of ownership and accountability.
High attention to detail and the ability to think strategically and tactically.
Entrepreneurial mindset with a passion for driving business success.
Compensation and Benefits:
Salary: $80,000-$120,000 per year, based on experience.
Medical Insurance.
Paid Time Off.
Equal Employment Opportunity (EEO) Statement:
Friendly Franchisees Corporation (FFC) is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
How to Apply:
If you are a detail-oriented, results-driven financial analyst with advanced Excel, accounting and financial modeling expertise, we encourage you to apply! Please share your resume with us at ************************.
Intern - Financial Analyst
Finance Planner Job In Irvine, CA
Financial Analyst Intern
Duration: 3 months to 6 months (Specific dates to be agreed upon with the selected candidate)
We are seeking a diligent and analytical Financial Analyst Intern to assist our investment team during the upcoming winter break period. The intern will gain hands-on experience in real estate financial reporting, analysis, and forecasting within a fast-paced business environment.
Responsibilities
- Collaborate with the investment team to gather and evaluate real estate marketing data, ensuring alignment with business objectives.
- Provide innovative solutions and recommendations to enhance financial performance and support cost-reduction strategies.
- Support the development of financial models for forecasting and budgeting purposes.
- Analyze industry trends to identify potential investment opportunities or financial risks.
- Contribute to the preparation of detailed reports and presentations for investors.
Qualifications
- Previous experience in finance, particularly within the real estate sector, is highly desirable.
- Involvement in student union or leadership experience in campus organizations.
- Legal work status in the United States (U.S. citizens and Green Card holders preferred).
- Strong analytical skills and proficiency in Microsoft Excel, PPT and financial modeling.
- Excellent organizational, communication, and presentation skills.
Note to Applicants: These internships are designed to provide significant educational experience and are aligned with the intern's formal education program. They will provide opportunities for professional development in a real-world context and are intended to complement and enhance the intern's academic learning.
Financial Advisor/Sales
Finance Planner Job In Ontario, CA
About the job
Becoming a Financial Advisor
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans including investments for growth, insurance for protection, and annuities for guaranteed income in retirement helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
As a Financial Advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, Licensing & Designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue:
Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning
You could be right for this opportunity if you have:
Bachelor's degree Preferred
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Financial Advisor
Finance Planner Job In Riverside, CA
Be in Business for Yourself, not By Yourself
Enjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the support of local leaders and colleagues, professional training and systems to help you be successful.
Job Description
Thrivent is a different kind of financial services provider. We believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. We're hiring entrepreneurial people to grow with us. If you have a heart for service and a passion for helping others reach their financial goals, we'd like to connect with you.
As a Thrivent financial advisor, you'll:
Provide one-on-one financial guidance and connect clients to Thrivent products, services and unique membership benefits.
Build genuine, long-term relationships based on shared values and goals.
Complete a comprehensive training program with up to 16 weeks of paid training and have ongoing support and career development resources.
Obtain state insurance licenses (life, health & variable contracts) and Series 7 and 66; Series 7, 65 and 63; or Series 6 and 63 registrations.
Have the flexibility to control your schedule, allowing for work-life balance.
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 our clients live, work and worship. Whether you're a seasoned financial professional, just entering the workforce or looking for a career change, you could be a successful Thrivent financial advisor if you're:
Self-motivated, independent and driven to succeed.
Motivated by helping others.
A natural coach or guide with strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products.
Requirements
Attainment of FINRA SIE within 90 days of hire/transfer (licensed role only).
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 commission and incentive pay structures.
Medical, dental, vision, disability and accidental death and dismemberment insurance.
Unique perks like pension, 401(k) and retiree medical plans.
Ongoing access to training and opportunity for professional growth.
Membership programs and award-winning workshops that help you connect with your clients and engage others to make a real impact in your community.
Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you're intrigued about our work and the possibility of becoming part of it, we invite you to visit Thriventfinancial.com/advisorcareers to learn more. You won't just build a career; you'll be part of an organization focused on growing, innovating, and serving.
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.