Finance Planner Jobs in Glendale, AZ

Laffer Tengler Investments is a growing asset management firm with over $1.5 billion in assets. The company is looking to add an entry level Investment Associate to our Scottsdale location. The person will take on many operational aspects of the business and will provide support for the Investment and Relationships Management teams. The firm seeks someone detail-oriented, with a sense of urgency and initiative, and a working knowledge of the investment management business. This is an opportunity to work with two of the most well-known names in finance - Laffer and Tengler. The candidate must maintain the highest professional and ethical standards, be well-organized, service-oriented, and capable of performing under tight deadlines. Responsibilities include: - Engagement in daily operations, including review of portfolio accounting systems, oversight of daily file feeds, trade settlement and file reconciliation, performance reporting, and composite construction and maintenance. - Extract financial and performance information from internal and external reporting; evaluate and synthesize such information in relation to reporting objectives. - Research and respond to internal and external client inquiries, which may be related to unexpected performance results. The Associate must possess the ability to research and reconcile underlying data that went into calculating performance. - Monitor data quality in investment management and accounting systems; identify pain points and assist with process improvement and efficiency initiatives. - Deliver exceptional, proactive service and become a trusted partner to internal teams in onboarding new client accounts and managing client relationships. - Deepen knowledge of investment products and practices across equities, fixed income, and alternative investments, including separately managed accounts. - Build strong relationships with internal colleagues from various offices, external custodians, and the firm's various vendors. - Perform duties and special projects independently or with a team as required by the Relationship Management and Investment teams. The individual in this role will be expected to seek and apply coaching and feedback. Career Path: The right person for this role will be able to pave their own path. The individual will initially report to members of the Investment Team, will be given responsibilities across the organization, and will eventually be able to specialize in areas that interest him or her. For the right person, there will be advancement opportunities in Relationship Management, Operations, Marketing, Investment Analysis, and/or Portfolio Management. Minimum Qualifications: - Completion of a four-year college degree in Finance or Economics. - 1-3 years' experience working in accounting, finance, operations, back office, or client service, preferably in asset management or private wealth industries. - Strong working knowledge of the investment management business, SMAs, Modern Portfolio Theory, statistics, and portfolio characteristics of equity and fixed income accounts. - Ability to grasp financial and investment concepts, along with the ability to create, navigate, and maintain complex spreadsheets (i.e., Excel skills). - Initiative to create and implement efficient workflows and processes. - A passion for investing and the ability to communicate intelligently with high-net-worth individuals about their investment portfolios. - Experience with portfolio accounting and reporting software (see below). - Interest or progression in the CFA program. - FINRA Series 65 (or ability to obtain within 12 weeks of hire). - This is an in-office position - the individual must be in or willing to relocate to Scottsdale, Arizona. Preferred Qualifications: - Meticulous, versatile, resourceful, and impeccable follow-through. - Detailed understanding of how P&L components are calculated across all security types. - Experience in analyzing investment performance, risk metrics, portfolio analytics, and preparing reports and presentations. - Software experience: Advent, APX, Black Diamond, Evestment, Morningstar, PSN, and/or Netx360 (with preference for Black Diamond and Morningstar skills). What we offer: - A collaborative environment that enables you to step outside your role to add value wherever you can. - A culture of inclusion that values each employee's unique perspective. - Opportunities to grow your expertise, take on new challenges, and reinvent yourself - without leaving the firm. - High-quality benefits program emphasizing good health, financial security, and peace of mind.

Are you looking to expand your career and 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, we would like to talk to you! Strategy Financial Group in Phoenix, AZ is seeking to add a Financial Advisor to the Team! The Financial Advisor will have the opportunity to meet one-on-one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars - including introducing the main Advisor. Key Traits: Strong initiative Positive attitude Ability to market to local clients Persistence An entrepreneurial perspective to build 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 Strong organizational, prioritization, interpersonal, and management skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point) Experience with Redtail/CRM preferred, but not required Responsibilities: Prepare, present, and implement customized financial plans Assist clients with annuities, life, long-term care, and managing money Provide financial planning advice to include investment, insurance, and retirement Develop, manage, and retain strong client relationships Assist the main Advisor with meeting individual and team goals Hours M-F: 9 am - 5 pm Seminars 3 per month Salary: TBD Benefits: Health Insurance 401(k) PTO 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 that 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!

What we do is not just a job - it is a passion. Renaissance Financial is a comprehensive financial strategies firm with locations in St. Louis, Overland Park, Omaha, and Phoenix. Our Mission: Using creative business and personal planning, we help our clients achieve financial freedom… one relationship at a time. We feel that our true team approach and entrepreneurial atmosphere sets us apart from other firms in our industry. This approach can give you an advantage as you build your practice and provides your clients with supportive specialists that work to help others pursue financial freedom. We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Licenses & Registrations Required Life & Health Insurance FINRA SIE FINRA Series 7 FINRA Series 66 *Required registrations and licenses to be completed upon offer acceptance Becoming a financial advisor with Renaissance Financial is an opportunity to be in control of your career and your life while helping others achieve their financial goals. We provide a flexible schedule, foster a healthy work/life balance, and offer a thorough training and development program that supports quick progression and growth. Advisors engage in professional development and training led by and inspired by senior partners within the firm. Our comprehensive team approach sets you on a unique track towards a rewarding and lucrative career. We are committed to providing an accessible work environment. If you need accommodations during the application or employment process, please let us know. Primary Responsibilities Identify and cultivate a client base by building rapport and fostering long-term sustainable relationships Implement target marketing strategies to engage your ideal prospective clients to capitalize on referrals Design and execute innovative and customized financial strategies for clients in efforts to help them meet their financial goals and needs Manage resources to run your own productive practice while utilizing the experience of specialists within the firm Essential Characteristics Strong verbal and written communication skills to effectively convey information and build trust Capacity to assess client needs and financial situations to design effective strategies Ability to address and resolve complex financial issues with tailored solutions Skills in implementing marketing strategies to attract and engage ideal clients Dedication to fostering long-term relationships Capable to update strategies based on market conditions Building and maintaining client trust through honesty and reliability Benefits Renaissance Financial contributes toward your medical premiums

Thompson Wealth Management is actively seeking a dedicated and passionate Wealth Advisor to join our team in Scottsdale, Arizona. In this role, you'll have the opportunity to build your own client base with the support of our extensive lead generation efforts. We handle your calendar with qualified appointments-no cold calling required. You'll also benefit from top-tier training and mentorship from industry professional Neal Thompson, equipping you to provide exceptional financial guidance to clients navigating life's complexities. Position Expectations: In this role, you will be responsible for creating and maintaining new client relationships, as well as providing top tier advisory services. You will take initial consultations that we provide for you and use every opportunity to partner with those prospective clients. Responsible for giving them the resources and education they need to build a stronger financial future. Client Transition: Advisors will be transitioned $25M+ in AUM within the first 2 to 4 months. Marketing & Lead Generation: TWM handles all marketing, lead generation, and pre-meeting data gathering. Prospective client appointments are automatically added to the advisor's calendar. While advisors are encouraged to prospect and network, it's not a requirement. We believe our marketing allows a self-motivated, growth-minded advisor to bring on $20M+ in new AUM each year. Client Service Team: Full support with paperwork and client onboarding. Real Team Approach: Work in a collaborative environment that fosters growth. Mentorship: Work closely with our CEO for guidance and training. Essential Job Functions: Independently provide excellent client service while effectively collaborating with the team. Lead and present our Proven Process confidently in consultations with prospective clients and produce retirement projection reports & investment reports. Build Financial Plans utilizing eMoney and other financial software Promote firm-established investment models and strategies that are suitable for each client's needs. Provide recommendation strategies in a clear, supporting, and helpful manner to help clients achieve their short and long-term goals. Service and actively source opportunities from existing client base. Implement a structured communication strategy with clients and prospects, ensuring engagement at least once every quarter. Become expert in Federal Benefits and stay-up-to-date on changes/adjustments. Demonstrate active listening skills and communicate relatable experiences during client interactions. Actively source opportunities from existing client bases and develop a plan for expanding the COI network. Stay abreast of financial planning news and lead by example in technology adoption and financial planning mastery. Develop quarterly Key Performance Indicators (KPI's). Adhere to all company and industry supervisory guidelines and policies. Participate in internal meetings. Attend firm client events. Position Requirements: Full-time in office position Bachelor's Degree or 3+ years of investment advisory experience. One or more of the following designations: CFP, CFA, EA, MBA, CPWA, CIMA, JD. Maintain all active designations and complete Continuing Education in a timely manner. Active FINRA Series 7 and 66 OR Series 65. Clean U-4 and U-5 history Proficient in CRM and Financial Planning software (eMoney, MoneyGuide, RightCapital, Holistiplan) and ability to stay current on new tools available Genuine interest in serving and caring for others. Excellent organizational and time management skills Ability to be present and on time for client meetings Self-motivation and a desire for growth Ability to take direction and a desire to support all team members Compensation and Benefits 401k Retirement Plan Medical Coverage Plans Paid Time Off Professional Development Assistance This position has significant income growth potential and bonuses

Role: Priority Financial Group is seeking a high-quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale of Investment, Insurance, and Estate Planning products and services. Knowledge and Skills: Excellent organizational and time management skills. Ability to work independently and consistently with minimal or no direction and proactively demonstrates initiative. Excellent interpersonal/communication skills. Pays close attention to detail with a high degree of accuracy. Excellent grammar skills to initiate, interpret, and compose documents. Basic math skills. Maintains high level of confidentiality. Excellent decision-making/problem solving skills relating to highly diversified, complex financial planning issues. Utilizes computer, general office equipment adeptly. Essential Duties and Responsibilities: Leverage fee-based financial planning tools to help clients reach their personal, education, business, retirement, and estate planning goals. Conduct Investment, Insurance, and Estate Planning sales with assigned Members. Provide Financial Education services to Credit Union Members. Achieve activity and sales goals as agreed upon. Conduct prospective client interview, implement the client's financial plan, and provide servicing appointments with commitment to client satisfaction. Perform pro-active prospecting activities to Credit Union members and also outside of the credit union in order to introduce new member relationships. Maintain and document, via Salesforce, regular client annual review meetings to enhance client relationships and to identify additional sales opportunities i.e.: Insurance, Estate Planning, and Financial Planning. Utilize all technology and fact-finding profile forms as required for compliance review including Salesforce. Perform all related job duties and office operations in accordance to established Credit Union and broker dealer policies and procedures. Follow credit union policies for compliance with all laws and regulations, specifically, but not limited to, the Bank Secrecy Act, Security Policies and Confidentiality Policies. Adhere to company policy and procedure, complete annual compliance training, comply with business continuity and vendor management policy. These are crucial to the success of the organization and have regulatory compliance and/or safety and soundness for the sustainability of the credit union. Benefits • Full Benefits • Office Space • Marketing Provided by Financial Institution • Fees Covered • Started Book (Amount will be discussed on initial outreach call with recruiter) Qualifications • Bachelor's Degree (BS) from four-year College or University: or associate degree (AAS) from two-year College or equivalent job experience. • 2+ years of financial industry experience in related financial planning/sales field, or equivalent combination of education. • Possess FINRA and State Insurance licensing certifications (Series 7, Series 65 or 66, and Life and Health Insurance). • Certified Financial Planner designation preferred. Credentials recommended. • Possess a clean credit and U-4 CRD history. Knowledge and Skills • Strong understanding of the investment industry • Excellent interpersonal and listening skills The income range is dependent on a number of factors, including the applicant's skill, experience, and work location. The posted salary range is subject to increase based on annual commissions. We believe in rewarding exceptional performance, and our commission structure is designed to provide you with the opportunity to substantially boost your earnings. Equal Opportunity Employer: Priority Financial Group is an equal opportunity employer and values diversity in the workplace. We encourage individuals from all backgrounds to apply. Thank you for considering Priority Financial Group as your next career destination. We look forward to reviewing your application!

Innovation and Flexibility. Work with a business partner who is eager to be on the leading edge. You've spent a good portion of your career building the practice you envisioned. You also know that the next step of your journey would benefit from a bold, forward-thinking partner. We respect your experience and your expertise. At our firm, you'll have the freedom to build your practice the way you want to, with the support of a business partner who mirrors your desire for innovation. GoldBook Financial is a member of the MassMutual family of firms. We are an award-winning company comprised of industry-leading financial service professionals who excel at helping our clients attain financial security for themselves, their families, and their businesses. Our culture of excellence and exemplary support team helps define our mission to be the firm of choice for talented people seeking a career in financial services. GoldBook was named #1 and #4 Best Places to Work - Micro Category by the Phoenix Business Journal. We're seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our investment in cutting edge technologies, and see a strong teaming model as a means to better serve their clients. If you're a successful entrepreneur looking to accelerate your practice, we will support you through... - State-of-the-art technology platforms and tools - A diversified portfolio of investment, insurance, and retirement solutions - all manufactured here, so your input can directly impact the products we develop - A one-stop shopping hub for insurance solutions when your clients' needs must be met with products we do not offer - A unique business markets process that will differentiate you and help you add more value to conversations with business owners - Concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources - A team of seasoned investment and trust specialists to meet your clients' unique estate planning and wealth management needs - Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms Let's partner together in support of the values we share with each other: - Innovation: benefit from dedicated investments into tools and technologies designed to make doing business easier for you - Enjoying flexibility: build your business the way that's right for you - we respect your experience and expertise - Expanding your influence: we know your impact transcends families, boundaries, businesses, communities, and generations - Being heard: because your voice matters, because you matter - Seeing the pathway to success: receive the guidance and support you need to realize your vision for your practice - Transparency: enjoy honesty and clarity as the fundamental ingredients of partnership Contact us today to discuss a smooth transition to a financial firm that knows how to give entrepreneurs the resources to do what they know best. CRN***********35 Note: GoldBook Financial will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make an investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process. If you are contacted by anyone asking for information outlined above it is likely fraudulent. If you have any concerns about the veracity of a request, please contact us directly to verify its legitimacy. Job Type: Full-time Pay: $75,000.00 - $350,000.00+ per year Benefits: 401(k) 401(k) matching Dental insurance Employee assistance program Flexible spending account Health insurance Health savings account Life insurance Professional development assistance Retirement plan Vision insurance Compensation Package: Bonus opportunities Commission pay Fee's

Are you ready to take your financial advisory career to the next level with a dynamic, forward-thinking team? At Bayntree Wealth Advisors in Scottsdale, AZ we're looking for a passionate, self-driven Financial Advisor who thrives on building long-term client relationships and delivering exceptional service. If you're eager to provide financial planning guidance without the pressure of finding new clients, this could be the perfect fit for you! What You'll Do: In this role, you'll primarily focus on working one-on-one with our existing clients, developing deep relationships and helping them achieve their financial goals. From customized financial planning to providing advice on investments, insurance, and retirement, you'll be the trusted advisor clients rely on. You'll also be responsible for calling on leads and nurturing prospects in the sales funnel, ensuring a smooth transition from potential client to long-term partnership. Best of all, you'll take on established client relationships upon completing training, with additional clients added to your portfolio over time. Key Traits We're Looking For: Strong initiative and self-motivation Positive and client-first attitude Ability to nurture and maintain strong client relationships Team-oriented with a collaborative mindset Qualifications: 3+ years of experience in financial services Series 65 and Life and Health licenses required Excellent verbal and written communication skills Experience with Salesforce is a plus CERTIFIED FINANCIAL PLANNER™ designation preferred Your Responsibilities: Prepare and present tailored financial plans Assist the lead Advisors with meeting individual and team goals Offer financial planning expertise across investment, insurance, and retirement Build and maintain lasting client relationships Call on leads and manage the prospect pipeline What We Offer: Generous Time Off: We believe in rewarding hard work with time to recharge. Enjoy plenty of paid time off. Flexibility and balance are key to thriving in today's fast-paced world Comprehensive Retirement Plan: Traditional and Roth 401(k)s with up to a 4% company match, plus guidance on contributing to IRAs. We know financial planning inside and out! Health & Wellness: Access to UnitedHealthCare group health insurance, along with dental and life insurance. Team Perks: Monthly free lunches, unlimited Nespresso coffee, tea, and more! Giving Back: We support local charities, both financially and through volunteer time. Paid volunteer days let you make a difference in the community. Career Growth: We cover the costs of obtaining additional licenses and certifications, such as your CFP designation or CPA license. Fun Team Culture: From team events to our annual holiday party, we believe in working hard and celebrating our success together. If you're excited about joining a fast-growing team where your work truly makes an impact, we'd love to hear from you! Apply now to become part of the Bayntree Wealth Advisors family in Scottsdale.

Virtual Advisor (MSVA) is Morgan Stanley's wealth management offering for mass affluent clients with a specific focus in the coveted Next-Gen retail space. Virtual Advisor operates out of US locations and has Financial Advisors and Client Relationship Associates, all of whom work with our clients over the phone and via digital touchpoints. Our Financial Advisors work with clients to develop goal-based solutions to support their overall wealth goals. The Acquisition Advisor is MSVA's premier destination advice role! This role is located in our Gilbert, AZ office location. Job Responsibilities Be the voice of Morgan Stanley Virtual Advisor prospective clients who have requested information and advice Full-cycle sales role focused on Morgan Stanley wealth management for mass affluent individuals Robust lead flow via existing relationships with our E*Trade and stock plan clients Inbound hand off calls and appointments with pre-qualified clients Combination of inbound and outbound client engagement Review prospects' personal financial situations and provide solutions Educate prospective clients on the competitive landscape and how Morgan Stanley differs in products and services offered Execute on new account opening and funding Required Qualifications Required Active Licenses: Series 7 Series 66 (or 63 & 65) Minimum of 3 years' sales experience operating in a team oriented and highly collaborative environment with a proven successful track record achieving sales goals Proven history of success in developing, retaining and expanding client relationships Capable of quickly building rapport with clients, analyzing their needs and recommending compelling solutions that are appropriate for the client's need About Morgan Stanley: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Keywords: Series 7, Series 66, sales, team, enterprise, collaborating, Financial, FA, Financial Advisor, sales goals

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.

Explore a career as a FINANCIAL PROFESSIONAL! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated analytical individual to join us in our Arizona firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. The Financial Professional is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program (“CDP”), your typical day may include: Developing relationships with clients (both existing and prospective) Gathering client information and using that information to build robust financial plans Helping clients prepare for their retirement Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus. YOU: Are a self-starter. Have an entrepreneurial mindset. Are a customer service champion. Are an engaging and compelling communicator and negotiator. Are a problem solver. Are a Life-long student seeking continued education and professional development. Are a critical thinker. Have prior sales experience and/or enjoy networking and seeking new clients. Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent. WE: Provide a framework to help you attain all licensing and education needed to progress through the career. Support your learning through joint work and a team environment. Provide competitive, pay-for-performance compensation, which includes commissions and benefits that are unique in our industry. Provide a roadmap for your success with our experienced team of leaders. Learn more about this exciting opportunity. Call me at ************ or email *************************** to schedule an informational interview! The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state's applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA's eligible dependents, and may be eligible for paid leave. Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify.

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 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 8 million clients and 19,000 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

Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-disciplined • Authentic If the answer is yes, consider becoming an insurance agent* to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we're looking for... We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You'll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $117,359.4 Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals please follow this link ************************************************************ income-and-benefits. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We're proud of our financial strength.6 • A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody's) • AA+ Very Strong (Standard & Poor's) We're proud of the help we've provided and continue to provide our clients.7 • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies • $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products. • $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.8 * The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company. 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 3. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, which ever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a fulltime agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 4. Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus, who were active as of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals priorto April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied. 5. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason. 6. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody's Aaa, and Standard & Poor's AA+ (as of 11/17/2023). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value. 7. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2023. 8. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2023. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity AR10511A_052024 SMRU5021157 (Exp.05.30.2025)

Explore Your Future at Western & Southern Life 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 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, understand their financial needs and goals, and recommend impactful solutions. The Ideal Place for a Career Western & Southern Life stands behind you during your career with us. As a member of our team, we are committed to your personal success and offer our associates a comprehensive total rewards package. - Competitive compensation - Benefits, including a 401(k) plan with a company match, AND a defined benefit pension plan - First-class individualized training and development - Suite of digital and personalized marketing tools to build your business - Rewards and recognition plan acknowledging top-notch results - Dynamic career growth opportunities A Successful Financial Representative Our field offices welcome candidates with a diverse range of backgrounds, including financial services newcomers, military veterans, college graduates and experienced financial representatives. Our most effective financial reps are: - Customer focused - Effective communicators - Natural networkers - Action oriented and results driven - Ethical and trustworthy - Resilient - Entrepreneurial If this sounds like you, we encourage you to explore the possibilities, and apply today!

DIVE IN TO A NEW CAREER WITH LESLIE'S: Leslie's Pool Supplies is the "World's Largest Retailer of Swimming Pool Supplies." With over 1,000+ retail stores in 39 states plus PRO, Service, E-Commerce, Production, and Distribution divisions, there are many career opportunities at Leslie's. With over 60 years of providing best-in-class products and solutions to our customers, there is nothing that we value more than the development and growth of our team. We strive to create a positive and fun atmosphere where our Team Members feel valued and are enthusiastic about the contributions they make to the success of Leslie's. Job Overview: The Associate Merchandise Financial Planner will partner with their Merchandise Financial Planner, Inventory planner, and Category Director to develop merchandise plans for growth and profitability that align to the overall corporate and merchandising strategies. Associate Merchandise Financial Planners are responsible for analyzing, identifying, and communicating sales opportunities and providing risk-mitigating recommendations. Responsibilities: + Evaluate business performance on a weekly basis and assist with the development and implementation of action plans that align with strategic priorities. + Partner and support the Merchandise Financial Planner + Develop seasonal plans that maximize financial performance and inventory turnover. + Maintain weekly forecasts for sales, margin, inventory, and receipts. + Ensure Inventory Planners and Category Directors are aware of OTB positions before committing to buys. + Integrate merchandising strategies / initiatives into plans and forecasts. Core Skills, and Abilities: + This position requires strong verbal and written communication skills. Associate Merchandise Financial Planners interact with levels throughout the organization and must be able to communicate accurately and effectively. + Must be very detail oriented and have the ability to analyze and evaluate complex problems and ensure all information is accurate. Merchandise Financial Planners must be able to synthesize and communicate business insights based on data analysis. + Associate Merchandise Financial Planners need to be able to work on multiple tasks simultaneously and must be able to prioritize their workload. Must be proactive in completing tasks and eager to learn. + Associate Merchandise Financial Planners are accountable for achieving the sales, margin, and inventory targets for their business. + Must be willing to try, learn, apply, and innovate. + Create new ways to drive business leveraging technology and strategy. Qualifications: + Minimum bachelor's degree or College Certificate or Diploma in business management or related field + Inventory management and ability to operate a computerized inventory system + High Proficiency in Microsoft Office (PowerPoint, Excel, Word) + Knowledge of Retail Math concepts + Flexible and adaptable to changing environment Leslie's provides a robust benefits package, including: + Comprehensive medical, pharmacy, dental, & vision plan options. + Health savings account (with enrollment in the high deductible health plan option). + Health & dependent care flexible spending accounts. + Company-paid basic life and AD&D insurance. + Voluntary supplemental life insurance. + Company-paid short-term disability and voluntary long-term disability insurance. + Pre-tax and Roth 401(k) with company match. + Paid vacation, sick, and bereavement leave. + Paid holidays, including a floating personal day. + Employee assistance and wellness programs. + Earned Wage access is available, allowing early access to a portion of your earned wages before payday. + Product discounts at Leslie's Retail stores. Leslie's recognizes a critical component to our continued success is our people. Leslie's is committed to developing and fostering a culture of diversity and inclusion within our company and the communities we serve. A key aspect of building a great team is valuing ideas from many viewpoints, which is why we place a priority on identifying and hiring talented individuals from all backgrounds and perspectives.

The Financial Planner Opportunity We're looking for dedicated people with an agile and proactive mindset who want to help clients achieve their financial goals. Perhaps you are considering a career change or, if you are currently in the industry, you are seeking an opportunity to improve outcomes for yourself and clients. Becoming a financial Planner with Spence, Cassidy & Associates requires a high degree of dedication, commitment, and effort. For the right individual, combined with our support, this will be a highly rewarding career both personally and professionally. We are committed to excellence. At Spence, Cassidy & Associates, you build your practice on your terms - working directly with clients to develop relationships, provide comprehensive financial plans, and help them achieve financial confidence with their life-long financial goals. It's a rewarding career and we invite you to explore the opportunity we offer: Provide industry-leading training, support, and ongoing development throughout your career Support you through a team of advanced financial planning experts and a network of wealth planning,and insurance planning specialists Offer exceptional income potential, where your earnings are reflective of your efforts. Encourage independence and work-life synergy as you plan your schedule Benefits Highly Competitive Compensation Plan. Medical Insurance. Prescription Drug Insurance. Health Savings Account (HSA). Dental Insurance. Vision Insurance. Life Insurance. Disability Insurance. 401k Matching Retirement Plan. Errors & Omissions Coverage. About Us Spence, Cassidy and Associates is a Dynamic group of Highly skilled and experienced Financial Advisors providing Financial, Estate and Business planning to their clients. We Recruit, Train, and Develop hard working, ethical individuals in the Financial Industry. Our company culture allows you to build a business for yourself but not by yourself and our team's expertise is here to support you as needed. Opportunity awaits; join our team of Dynamic Financial Advisors!

**DIVE IN TO A NEW CAREER WITH LESLIE'S:** Leslie's Pool Supplies is the "World's Largest Retailer of Swimming Pool Supplies." With over 1,000+ retail stores in 39 states plus PRO, Service, E-Commerce, Production, and Distribution divisions, there are many career opportunities at Leslie's. With over 60 years of providing best-in-class products and solutions to our customers, there is nothing that we value more than the development and growth of our team. We strive to create a positive and fun atmosphere where our Team Members feel valued and are enthusiastic about the contributions they make to the success of Leslie's. **Job Overview:** The Associate Merchandise Financial Planner will partner with their Merchandise Financial Planner, Inventory planner, and Category Director to develop merchandise plans for growth and profitability that align to the overall corporate and merchandising strategies. Associate Merchandise Financial Planners are responsible for analyzing, identifying, and communicating sales opportunities and providing risk-mitigating recommendations. **Responsibilities:** * Evaluate business performance on a weekly basis and assist with the development and implementation of action plans that align with strategic priorities. * Partner and support the Merchandise Financial Planner * Develop seasonal plans that maximize financial performance and inventory turnover. * Maintain weekly forecasts for sales, margin, inventory, and receipts. * Ensure Inventory Planners and Category Directors are aware of OTB positions before committing to buys. * Integrate merchandising strategies / initiatives into plans and forecasts. **Core Skills, and Abilities:** * This position requires strong verbal and written communication skills. Associate Merchandise Financial Planners interact with levels throughout the organization and must be able to communicate accurately and effectively. * Must be very detail oriented and have the ability to analyze and evaluate complex problems and ensure all information is accurate. Merchandise Financial Planners must be able to synthesize and communicate business insights based on data analysis. * Associate Merchandise Financial Planners need to be able to work on multiple tasks simultaneously and must be able to prioritize their workload. Must be proactive in completing tasks and eager to learn. * Associate Merchandise Financial Planners are accountable for achieving the sales, margin, and inventory targets for their business. * Must be willing to try, learn, apply, and innovate. * Create new ways to drive business leveraging technology and strategy. **Qualifications:** * Minimum bachelor's degree or College Certificate or Diploma in business management or related field * Inventory management and ability to operate a computerized inventory system * High Proficiency in Microsoft Office (PowerPoint, Excel, Word) * Knowledge of Retail Math concepts * Flexible and adaptable to changing environment **Leslie's provides a robust benefits package, including:** * Comprehensive medical, pharmacy, dental, & vision plan options. * Health savings account (with enrollment in the high deductible health plan option). * Health & dependent care flexible spending accounts. * Company-paid basic life and AD&D insurance. * Voluntary supplemental life insurance. * Company-paid short-term disability and voluntary long-term disability insurance. * Pre-tax and Roth 401(k) with company match. * Paid vacation, sick, and bereavement leave. * Paid holidays, including a floating personal day. * Employee assistance and wellness programs. * Product discounts at Leslie's Retail stores. * Earned Wage Access: Access a portion of your earned wages before payday, providing greater financial flexibility. * Earned wage access available, allowing early access to a portion of your earned wages before payday. **Leslie's recognizes a critical component to our continued success is our people.** Leslie's is committed to developing and fostering a culture of diversity and inclusion within our company and the communities we serve. A key aspect of building a great team is valuing ideas from many viewpoints, which is why we place a priority on identifying and hiring talented individuals from all backgrounds and perspectives. **Qualifications** **Skills** **Behaviors** **:** **Motivations** **:** **Education** **Experience** **Licenses & Certifications**

Reports to: Manager, Investment Services. Functions Supervised: None Primary Functions: Responsible for developing new business and servicing existing accounts in alignment with goals & industry requirements. Duties and Responsibilities: Meet with existing and prospective clients to promote financial planning and investment services. Conduct educational seminars and workshops. Present client financial plan and investment proposals in a professional manner. Collect all required documentation, deposits, premiums, etc. in a timely and complete manner per established procedures and regulatory requirements. Coordinate with program partners to service accounts, assist with inquiries and information requests, and resolve any issues relating to products and services. Track sales, marketing and referrals. Provide referrals for other Global Credit Union services as appropriate. Participate in the credit union's business development activities, while seeking and recommending new opportunities. Meet production goals. Adhere to organizational and industry guidelines, policy, procedure, compliance, licensing and training requirements. Maintain proficiency with organization and program partner systems. Perform service calls and special projects when warranted. Perform other duties as assigned. Qualifications Education: Series 7, 63 and/or 65/66 and Life and Health Insurance Licenses. LUTCF, CLU, ChFC or CFP designation and bachelor's degree in Business Administration or other related field preferred. Creditable Experience in Lieu of Education: Not Applicable Experience/Skills: Three years financial services sales experience. Ability to create and deliver effective messages scaled to the appropriate audience. Must be willing to travel as required. Tenure: Not Applicable Compensation Financial Advisor (Category 19) Salary Pay Range: $55,000 - $65,500 annually. Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above. This position is eligible for performance-based commission. In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range. Benefits Short-term and long-term incentives Comprehensive medical, dental and vision insurance plan that has HSA and FSA options 401(k) plan with a 5% match Employee Assistance Program (EAP) Life and disability coverage Voluntary cash benefits for accident, hospitalization and critical illness Tuition Reimbursement Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays Click here to view Global's comprehensive Benefits Programs. Equal Opportunity Employer

Job description | Financial Professional | Phoenix & Scottsdale, Arizona Prudential Financial in Phoenix & Scottsdale (Hybrid role) Explore a career as a FINANCIAL PROFESSIONAL! Take your career to the next level at Prudential Advisors - change your life by helping others change theirs! We have an opening for a highly motivated analytical individual to join our Arizona firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. The Financial Professional is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program (“CDP”), your typical day may include: · Developing relationships with clients (both existing and prospective) · Gathering client information and using that information to build robust financial plans · Helping clients prepare for their retirement · Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus. YOU: · Are a self-starter. · Have an entrepreneurial mindset. · Are a customer service champion. · Are an engaging and compelling communicator and negotiator. · Are a problem solver. · Are a Life-long student seeking continued education and professional development. · Are a critical thinker. · Have prior sales experience and/or enjoy networking and seeking new clients. · Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent. WE: · Provide a framework to help you attain all licensing and education needed to progress through the career. · Support your learning through joint work and a team environment. · Provide competitive, pay-for-performance compensation, which includes commissions and benefits that are unique in our industry. · Provide a roadmap for your success with our experienced team of leaders. To learn more about this outstanding opportunity, please call me at ************ or email *************************** to schedule an interview. The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state's applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA's eligible dependents and may be eligible for paid leave. Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify.

*Residents of Arizona only Note: Due to our industry being highly regulated, we cannot sponsor a work-visa Be in Business for Yourself, not By Yourself Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You'll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you'll be paid through commissions and incentives based on your success. 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: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity programs. Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures. 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. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent 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.