Finance Planner remote jobs

At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom potential are two important factors that job seekers look for when searching for their ideal career. We are seeking highly motivated individuals to join our dynamic team in Philadelphia. The Financial Advisor career is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards a fulfilled life. We believe in teamwork, collaboration, and rewarding work. That is why we offer so many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to the community. We have branches across the country employing approximately 4,300 financial professionals - providing services of financial, retirement, estate planning strategies', asset allocation, annuities; life insurance and mutual funds as well as fee based managed accounts. Responsibilities Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional. In that role, you will: Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service Build and maintain client base, keeping client plans up-to-date and acquire new clients on an ongoing basis Contact clients periodically to determine if there have been changes in their financial status. Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services. Individuals who excel at Equitable Advisors come from many different professional backgrounds including: Law Brokerage Accounting Banking Management Sales What it takes A four-year college degree You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus) Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures Benefits and compensation Compensation you control and a comprehensive benefits package for eligible individuals Opportunity to work jointly with senior joint-work partners and to be coached by top performers Personalized and comprehensive training and support in all areas important to building your business A work-life balance and access to a full suite of remote-work technology solutions Advancement and management opportunities You can build your career on your own terms. No one-track path. Note -- applicants must be authorized to work in the United States. Equitable Advisors, LLC, (NY, NY ************* member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V. GE- 7221523.1 (10/24) (Exp.10/26)

*** At Greenspring, our Core Purpose is to “help every person live their ideal life” and we are looking for talented people who share this passion. Working at Greenspring gives you the ability to: Own your future with defined career paths and tools, coaching, and support to help you create the future you want Thrive in a great culture where you'll be a part of a team of people who are committed to each other's success Make a lasting impact on the lives of our clients through the camaraderie of working for a common goal with your peers The Senior Financial Advisor will work in conjunction with their team to determine the financial needs of clients and provide advice and guidance to them, making recommendations on services and investments that best fit their needs. They will rely on extensive experience and judgment to help clients solve complicated financial and investment management issues. The individual will spend approximately 80% of their time with existing on-going client relationships, while the remaining 20% will be focused on developing new client relationships. This role is critical to setting and maintaining high service standards for the firm, creating positive client experiences, and for fostering a culture of teamwork and collaboration. Responsibilities Conduct all on-going client meetings, including periodic and initial planning meetings with prospective clients Work directly with the financial planning team to determine the best investment strategy for clients based on risk tolerance and goals Attend and close initial prospective client meetings and onboard new clients into the firm Solve complicated financial planning, estate, tax and retirement issues Coordinate with Marketing and Compliance to generate content for prospecting, marketing and education purposes Specific Measures of Success Responsive to requests and resolves open tasks and inquiries Proactively eliminates obstacles before they become issues Demonstrates efficiency by leveraging firm resources and tools High degree of pride in the accuracy and quality of your work product Builds new relationships with prospects and centers of influence Industry/Business Experience Minimum 3-5 years in financial services and/or financial planning. Existing client base that will transfer is preferred, but not necessary. Education College degree or comparable experience. CERTIFIED FINANCIAL PLANNER™ certification If not currently a CERTIFIED FINANCIAL PLANNER™, the Candidate should have their Series 65 license. Skills and Knowledge Familiar and fluent in understanding a variety of the financial planning concepts, practices, and procedures Highly relational with clients, teammates and centers of influence Focused on client needs and customer service at all times Trusts the evidence through data and analysis A self-starter who is entrepreneurial, assertive, proactive, and independent A team player with good interpersonal skills and the ability to work collaboratively across departments Excellent oral and written communication skills Demonstrated problem-solving abilities Ability to excel in a fast-paced, changing environment Expert in most Microsoft Office applications. Comfortable learning and navigating new technology and software applications. Experience with Salesforce, Tamarac, MoneyGuidePro, and Morningstar a major plus. Requirements/Additional Information The first 90 days of employment will include an extensive onboarding/training program After the first 90 days and with manager's approval, the Candidate may be eligible to work from home for a specified number of days per month Some periodic travel to company HQ and client meetings should be expected Firm Profile Greenspring is consistently ranked as one of the country's leading independent advisory firms. We look to hire talented individuals with leadership potential, integrity, a sharp analytical mind, creativity, and the ability to work interdependently with others. We offer a competitive compensation package including: Health, Dental and Vision Insurance Offered Health Savings Accounts 401(k) Plan with employer match and discretionary profit-sharing contributions GREEN Units (equity ownership in the firm after two years) Paid Time Off + Volunteer PTO Paid Short-Term and Long-Term Disability Insurance Paid Group Life Insurance Free financial planning and investment advice Annual professional development stipend for continuing education, courses, conference attendance, etc. Cellphone reimbursements Matching Gifts Program Stand-up desks, dual computer monitors, monthly social events, and volunteer hours

We are looking for individuals that are looking to return to the workforce in a career in financial planning as a Financial Professional We know that returning to the workforce can be challenging and a bit frustrating at times, which is why we are so focused on hiring you. When returning to the workforce for the first time, stability, financial freedom, and building a skillset through training and development are the most important factors that job seekers look for when searching for their ideal job. Many individuals returning to the workforce discover that it is difficult to find a position that provides all of these things. Which is why we are motivated to offer the financial professional career to individuals like you. We are committed to providing our Financial Professionals the opportunity to build their own business and financial success potential by helping individuals and families make strong financial decisions to impact their future positively. Experience we are looking for Career break 2-5+ years of professional experience prior to career break A four-year college degree is preferred but not required You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus) Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships Benefits of working with us Compensation you control and a complete benefits package Personalized and comprehensive training and support in all areas important to building your business Sponsorship as well as coaching to obtain the licensing required for hire Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus Ability to work jointly with senior joint-work partners and to be coached by top performers Advancement and management opportunities A work-life balance and access to a full suite of remote-work technology solutions The value you will provide Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis Contact clients periodically to determine if there have been changes in their financial status Provide knowledgeable, objective financial guidance and customized to consumer segments that demand high quality service Sell financial products and services including life insurance, annuities and investment options Career opportunities are with Equitable Advisors, LLC (NY, NY ************* member FINRA/SIPC, an Equal Opportunity Employer M/F/D/V. GE-3702686 (08/21) (Exp.08/23) Equitable Life is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

Our client is a growing RIA based in Washington. They are hiring for a 100% remote financial planner. If you are looking for a role where you can focus on leading client relationships and creating financial plans, this is a great opportunity. Responsibilities: -Work closely with VP relationship managers to answer questions for clients. -Create, present, and implement comprehensive financial plans with clients. -Meet regularly with clients and be able to answer questions regarding their portfolio and update financial plans regularly. -Utilize RightCapital to create robust financial plans. Qualifications: -2-3+ years in a financial planning and client-facing role -CFP Preferred -Bachelor's degree in finance or a related field -Experience with leading client meetings and presenting financial plans -Experience working remotely -RightCapital experience is a plus but not required The role comes with strong base compensation (commensurate with experience) starting at 125k+, a bonus, full benefits, and a growth path to potential equity.

*NOT A REMOTE JOB OPPORTUNITY. PLEASE SEE JOB DESCRIPTION BELOW.* ROLE Serving in a division critical to Gorjian's growth & operations, Investment Associates are responsible for the following tasks: - Outreach and networking with Principals, GPs and various deal sponsors throughout the country. - Identifying & communicating with deal sponsors, GPs whose interests and criteria align with that of Gorjian's as a potential JV partner. - Analyzing & structuring Co-GP & LP Equity investment opportunities received from said sponsors, determining which opportunities are of potential interest to Gorjian. - Presenting investment opportunities to the Gorjian Investment Board, team collaboration on subsequent deal structuring, advanced underwriting, and assisting the efforts of the investor relations team. CHARACTERISTICS Given the ultra-competitive and often evolving nature of the real estate investment sector, successful Associates at Gorjian typically possess some of the below character traits and skills: - Motivated, ambitious & capable of self-learning. - Comfortable in a less traditional unbureaucratic structure, but rather in a semi-corporate youthful, modern firm of less than 25 employees, with high expectations for employee performance and overall success. - Strong verbal and literary communication skills. - Energized and in sync with a fast-paced work environment. EXPECTATIONS Given our experience and future expectations, the following are items to note with regards to Gorjian's expectations of our Investment Associates, and what they should expect from Gorjian: - Gorjian has a roughly 1-2-week onboarding program for all new hires. - A contractual agreement, outlining compensation structure will be drafted with the new hire's signature expected. - Salary & Salary/Commission Hybrid compensation structures are available. - The position is full-time, Gorjian's workday is from 8:30am to 6pm, Monday through Friday. Many of our successful associates put in extra hours as well at their own discretion. - All personnel are required to work in the office, remote work is only possible if one is sick on said day(s).

We are adding a financial planner to our very experienced team. We hire smart, self-motivated, personable people who have a passion for helping our clients invest and plan for their future. This position will primarily work with individual clients, but there will be many opportunities to work with and learn from other areas of the firm. The ideal candidate is someone seeking opportunities to expand their skills by working with a high-performing team. Deschutes Investment Consulting is an independent SEC Registered Investment Advisory firm founded in 1997. The firm specializes in corporate retirement plan consulting, wealth management, and financial planning. Our advisors are fee-only fiduciaries and therefore are not compensated on product sales or commissions. This is a salary position, which includes an annual bonus based on individual and team success. The position is located in our downtown Portland, Oregon office. In office hours Monday-Thursday and the option to work from home on Fridays. A minimum of 3 years experience in the financial services industry. CFP or CFP Candidate preferred. Experience using eMoney, Orion and Charles Schwab a plus. Deschutes offers a competitive compensation and benefit package that includes: · Health insurance · 401k plan · Base salary · Bonus based on individual & team success · Continuing education and training POSITION SUMMARY Financial Planner - This position will work with the Wealth Management Team in all aspects of the business from new client onboarding, relationship management, planning, trading and routine client service. The ideal candidate will have a desire to grow with the company. ESSENTIAL DUTIES Client Service · Set up new financial plans and work directly with Senior Financial Planners on large complex financial plans. · Support Service Manager in taking care of ongoing client service requests, new account onboarding, and performance reporting. · Participate in client review meetings by reviewing previous notes, preparing agendas, setting follow-up tasks etc. · Periodically, hold client review meetings for house accounts. · Record all client contact and activity into contact management system and participate in weekly team meetings. · Work with the wealth management team to ensure a smooth onboarding process for new clients and prospects. · Become knowledgeable and keep up to date on key systems including Charles Schwab, eMoney, Orion, Wealthbox, and other programs. · Maintain investment research and resource files and participate in quarterly calls with our Chief Investment Officer. · Support other members of the Deschutes team as needed. Professional & Educational Development · Deschutes is supportive of team members pursuing additional designations and education. · Team members are required to satisfy continuing education requirements and to attend one company-sponsored educational conference per year which may require overnight travel. REQUIRED EXPERIENCE AND SKILLS Education and Work Experience · Undergraduate Degree · Series 65 · Current CFP or working toward CFP certification preferred. · Proficient with Microsoft Office Essential Skills · Must have exceptional client service skills. · Strong communication, organization, and time management skills. · Self-motivated and enjoys being a part of a collaborative team · Professionalism, commitment to confidentiality, and diplomacy. · Benefits and/or investment experience a plus. Job Type: Full-time Benefits: 401(k) Dental Insurance Flexible schedule Health insurance Paid time off Retirement plan Vision insurance Compensation Package: Bonus opportunities Schedule: Monday to Friday Ability to Relocate: Portland, OR 97201: Relocate before starting work (Required) Work Location: In person

Job Title: Associate Financial Advisor Location: Mayfield Heights or Fairlawn, OH (Hybrid: In-office 3-5 days/week, Work-from-home flexibility after 60 days) Hours: 8:30 AM - 4:30 PM, Full-Time Compensation: $70,000 to $100,000 We are seeking a highly organized, experienced, and motivated Financial Advisor to join our dynamic team and contribute to our ongoing success. If you're looking for an opportunity to grow within a professional, positive, and team-oriented environment, with financial planning and asset management support, we would love to hear from you. Position Overview The Associate Financial Advisor will play a key role in supporting our Senior Financial Planners and ensuring a seamless client experience and financial plan delivery. This is a full-time, client-facing role that requires a combination of financial planning education and industry experience. Customer service skills, attention to detail, and an ability to work effectively with numerous advisors will be key. This position provides a strong growth path for client relationship management, competitive compensation, and an eventual Senior Financial Advisor position. Preferred Qualifications & Experience CFP Professional or progress toward required. Bachelor's degree in finance, accounting, economics, or related field. Previous experience in financial planning or wealth management of at least 3 years. Ability to balance multiple competing priorities and work with more than one advisor. Knowledge of financial planning software, investment strategies, and tax laws. Excellent communication, analytical, and interpersonal skills. Ability to work independently and as part of a collaborative team. Openness to feedback and coaching. Primary Responsibilities Working with Senior Financial Advisors as they: Develop and implement personalized financial plans for clients, addressing key areas such as retirement planning, investment management, tax strategies, estate planning, and risk management. Regularly communicate with clients to keep them updated on their financial plans, performance, and any changes in the financial markets or regulatory environment. Advise clients on investment strategies based on their financial objectives, risk tolerance, and market conditions with the support of the asset management department. Help our Financial Planning department design retirement plans tailored to clients' needs, including 401(k), IRA, and pension planning, ensuring that strategies maximize tax advantages and long-term growth potential. Educate clients on complex financial topics in a clear, understandable manner, empowering them to make informed decisions about their finances, both during client meetings and in written communication. Provide client meeting follow-up support, including documenting meeting notes, creating tasks in CRM, and communicating next steps with clients and team members. Build and nurture a pipeline of prospective clients through referrals, networking, and business development efforts. Cultivate relationships with other professionals, such as accountants, attorneys, and insurance agents, to expand the firm's service offerings and generate new business opportunities. About Signal Tree Financial Partners: Signal Tree Financial Partners, LLC is an independent Registered Investment Advisory (RIA) firm based in Fairlawn, OH. We are an established and thriving financial planning practice committed to delivering high-quality, personalized financial advice and exceptional client service. Our mission is to positively impact the lives of our clients, team members, and the broader

Are you looking for a forward-thinking, technology-driven firm that offers a collaborative and growth-oriented environment? Join our dynamic financial planning team, where we serve high-net-worth clients nationwide. In this role, you will deliver tailored financial planning services to an existing book of business and have the opportunity to build your own client base within the Mountain Time Zone. We're looking for a self-motivated, detail-focused professional passionate about financial planning and eager to grow within a supportive team. In this role, you will: Leverage innovative tools and technology to streamline financial planning processes and enhance client experiences. Build and maintain strong relationships with clients, ensuring their financial goals are met through comprehensive financial planning. Contribute to the refinement of our wealth transition strategies and planning services. Embrace opportunities for professional development in a fast-evolving financial landscape. Qualifications and Experience: Experience with eMoney is a must At least 5 years in financial advisory, including advice planning, book of business management, and client relations, with minimum of 2+ years in wealth management for high-net-worth individuals. Proven track record in managing a client book of business with high levels of client satisfaction and loyalty. Strong understanding of financial planning, investment strategies, and industry regulations. Demonstrated experience applying trust and estate planning principles to enhance clients' wealth preservation. Bachelor's degree from an accredited institution; preferred majors include financial planning, finance, or accounting. Preferred designations include CFP, RICP, or equivalent experience and education. FINRA Series 7, 63+65, or 66 license Familiarity with financial planning software (eMoney preferred). Proficiency with Excel and data visualization tools. Exceptional analytical skills, as well as strong written and verbal communication abilities. Company Overview: The AmeriFlex Group is a leading Hybrid RIA, helping clients navigate major life transitions. With headquarters in Las Vegas, NV, our team of over 209 advisors across the country manages assets exceeding $14 billion. We prioritize a planning-first approach and offer a unique hybrid platform that includes an advisor-owned RIA with a Partner Advisor ownership model. Our Broker/Dealer partner is Osaic. Location: Flexible - Remote living in Denver, CO (Mountain Coast Time Zone Preferred) Salary and Benefits: Earn a competitive salary between $120,000 and $175,000, depending on your experience and credentials. Our comprehensive benefits package includes a 401(k), health insurance, and reimbursement for approved professional development expenses. Application Process: To apply, please send your resume and a compelling cover letter to Stacy Leal at ***************************. Contact Information: Stacy Leal | Phone: ************ | AmeriFlex.com Equal Opportunity Employer Statement: The AmeriFlex Group is committed to fostering a diverse and inclusive workplace. We are an equal opportunity employer, and all qualified candidates will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability.

We are seeking an Investor Relations Specialist to play a key role in enhancing investor experiences and strengthening relationships with both existing and prospective investors. This role will involve supporting livestream events, promoting company activities to attract new investors, and collaborating with the Marketing team to execute UFUND Investment's investor relations strategies, and much more to building and maintaining strong investor relationships and driving our company's growth. Job Description: We are seeking an Investor Relations Specialist to play a pivotal role in enhancing investor experiences and fostering relationships with both existing and prospective investors. In this dynamic role, you will support livestream events, promote company activities to attract new investors, and collaborate closely with the Marketing team to execute UFUND Investment's investor relations strategies. You'll contribute to building and maintaining strong investor relationships while driving the company's growth, with opportunities to take on a variety of impactful responsibilities. Primary Responsibilities: Initiative and Problem Solving: Take initiative, think creatively, and solve problems effectively. Embrace challenges and persist until all possible solutions have been explored. Responsiveness: Act promptly and work at a fast pace. Be highly responsive to clients, team members, and partners. Multitasking and Organization: Stay on top of tasks, juggle multiple responsibilities, and maintain strong organizational skills. Livestream and Client Engagement: Manage livestream events, follow up closely with clients, and excel at closing deals. Be a strong closer with a focus on results. Service Improvements: Proactively identify opportunities to improve services and gather feedback from clients and partners to enhance company efficiency and satisfaction. Client Education: Continuously educate and inform clients about the company's products, services, and special offers. Collaboration: Work closely with the Marketing team to develop and implement investor relations programs, including strategies, operational plans, and budgets. Project Updates: Gather information and provide timely updates and reports on ongoing projects. Investor Events: Assist in planning and coordinating investor events to foster relationships and engagement. Investor Communication: Maintain proactive communication with investors, address inquiries promptly, and strive to exceed expectations. Lead Follow-Up: Re-engage with inactive and previous leads to explore potential opportunities and maintain close follow-up with existing customers. Documentation: Maintain and update Investor Relations checklists and workflow materials to ensure efficiency and consistency. Public Relations: Exhibit excellent public relations skills to communicate effectively with investors and align messages with their business interests. Market Analysis: Leverage an understanding of economics to analyze market factors, competitors, and industry trends. Qualifications: Education: A BA/BS degree is required. Preferred fields include Business Administration, Marketing, Real Estate, Investment, Accounting, Public Relations, or related disciplines in the financial industry. Language Skills: Bilingual proficiency required-native Chinese speaker with strong English skills. Self-Starter: Demonstrates strong initiative, creativity, and problem-solving abilities. Adaptability: Thrives in a fast-paced environment with excellent responsiveness. Multitasking: Exceptional multitasking, organizational, and follow-up abilities. Communication Skills: Strong written and verbal communication skills. Relocation: Relocation to the Austin metro area is preferred, but not mandatory. Professional Experience: A minimum of 2+ years of experience in customer service, sales, marketing, or a related role in the financial industry is preferred. Proven Experience: Track record of managing events, closing deals, and maintaining strong client relationships. Interpersonal Skills: Excellent conflict resolution and interpersonal abilities, with the capability to build lasting client relationships and a passion for collaboration. Motivation: Displays a go-getter attitude, self-motivation, and the ability to inspire and motivate others. Compensation and Benefits: Competitive base pay with performance-based company bonuses. Flexible work schedule with the option to work remotely. Preference for an independent contractor arrangement rather than W-2 employment. Opportunity to collaborate with high-net-worth individuals and build valuable relationships within the community. Gain insights into advanced investment strategies and opportunities. Join a fast-growing, forward-thinking company focused on success and innovation. Be part of a creative, efficient, energetic, and supportive team environment.

Wealth Advisor - You Love to Make Clients Raving Fans Private Vista Culture driven by our 30 fundamental values Steady growth and continuous profitability Stable client base for over 25 years Flexibility on work schedule, office location, and ability to work from home We're seeking a wealth advisor to provide additional resources to our expanding client base. Do you aspire to work with a team who trusts and relies on you for your insight, relishes your analytical depth, and is blown away by your productivity and efficiency? Do you desire a clear and defined roadmap for your professional development and career path? Does having a coach/mentor dedicated to your success sound compelling? How about working for a team who truly recognizes your hard work and commitment? Our ideal candidate has experience working in the wealth advisory business collaborating with high net-worth individuals to help achieve their financial goals. We are looking for at least 3 years experience with a strong track record of relationship management with clients and colleagues and the necessary project management skills. A CFP designation is required. You'll support a Senior Advisor/Partner in our organization and grow quickly to managing your own client base. Could you imagine this being your last job search? If being part of a practice as a key member of the team appeals to you, send us a copy of your resume along with a cover letter to Maria Cutrone at ***************************. AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law. You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Financial Advisor - Top Fast Growing Investment Company COMPENSATION/PERKS/INTEL: Based on Net Model: 1st Year Total Earnings: $150,000 - $200,000+ 100% Remote Role Health Care Plan (Medical, Dental & Vision) Life Insurance (Basic, Voluntary & AD&D) Short-Term & Long-Term Disability Vacation, PTO, Sick Time Off Company-Sponsored Quarterly Trips 100% Virtual (Within the US) Prospecting Expenses & Travel Covered Provide Pre-Set, Qualified Leads to Bring In New Clients Robust Internal Resources, Including Centralized Investment Management All Operational Resources are Company-Provided Company-Sponsored Quarterly Trips NOTABLE ACHIEVEMENTS/AWARDS: 4.5 Star Rating on Investor.com 40% Growth over 3 Years Top 20% Financial Firm in the US Competing w/ the Top 4 Financial Firms RESPONSIBILITIES: Grow Revenue by Building Relationships Build and Maintain a Client Portfolio Bring in New Prospects & Grow Existing Relationships Ownership over Investment Management, Financial Planning, & Income Strategies Meet & Exceed Sales Goals REQUIRED QUALIFICATIONS: 3+ Years of Successful Financial Planning Experience Bachelor's Degree from Accredited University $30 Million+ in Managed Assets Experience Growing Book of Business Able to Bring Your Book of Business With You Without Any Restrictions Have at least one of CFP, CFA, or CPA (CFP or/and CFA strongly preferred)

At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Rockville, MD is an independent fee-based practice managing over 1 billion in client assets and is looking for a CFP professional to join their team as a Relationship Manager and oversee a segment of the firm's existing clients. This role is ideal for a CFP professional who wants to focus on planning and relationship management, not asset gathering. PLEASE NOTE: While the position is entirely remote, the successful candidate must be based in the D.C./Baltimore metro area. Essential Duties and Responsibilities: Prepare financial planning, asset allocation, and investment performance reports for client meetings Support the Senior Advisors in creating and assembling materials for client meetings Attend client meetings Assist in the execution of client recommendations Assist the Principal Advisors in evaluating client financial strategies and decisions by conducting financial analyses on a wide range of investment, tax, estate, and financial planning topics Perform research in investments, income tax planning, estate planning, employee benefits, the impact of recent regulations, and financial markets Manage workflow and prioritize projects This role will immediately begin work in the following areas: Investment strategies Financial modeling Asset allocation Cash flow strategies Tax planning Retirement planning Insurance Strategies Estate planning Charitable giving Financial and portfolio reporting Qualifications: Bachelor's degree or higher Certified Financial Planner required FINRA series 7, 66 a plus Experience with goals-based planning software (ex.. eMoney, MoneGuidePro) Excellent interpersonal, communication, presentation, and listening skills Ability to understand and explain sophisticated financial concepts and issues Strong problem-solving skills Detail-oriented, accurate, organized, able to set priorities, self-starter Financial planning/wealth management acumen, judgment, and experience Passionate about doing what is best for clients and limiting conflicts inherent in the broader industry Team player, collaborative, able to work with and through others Desire/ability to work successfully in a small company environment Proficiency with Word, Excel, and PowerPoint

As a fee-only, independent Registered Investment Advisor (RIA), Capstone provides personalized wealth management to high-net-worth clients, tailoring our services to meet each client's unique needs and circumstances. We are proud to be 100% employee-owned and believe in fostering a work environment that supports both professional and personal growth. At Capstone, you'll have the opportunity to collaborate with a dynamic, team of professionals. Our Service Teams, made up of Wealth Advisors, Financial Planners, and Client Service Specialists, work together to deliver exceptional service to our clients. About the Role: The Wealth Advisor role in the firm is typically filled by high potential members of the client service team who possess core technical, client relationship, and interpersonal skills that form the basis for the progression to the Senior Wealth Advisor role. The Wealth Advisor plays a “dual role” during their development as they provide professional support to Senior Wealth Advisors' clients, while concurrently developing and growing their own practice. Wealth Advisors also actively seek to obtain new clients by developing their strategic relationships and community networks . The Wealth Advisor with a Family Office Specialty builds on this role with a specific focus on family office clients. It expands the firm's service model, incorporating a deeper and broader scope of advice and service-related activity. The focus of this role is to provide technical, operational, and relationship management support to a select group of the firm's largest and most complex clients. Duties and Responsibilities Financial Planning and Advisory Assist in helping families to formalize and achieve financial objectives Prepare and maintain detailed reports and documentation across all planning areas Help to analyze financial and wealth management models across all planning areas Support the implementation of recommendations across all planning areas Tax Compliance and Planning Assist in the preparation and review of individual, trust and business entity tax returns Help monitor changes in tax regulations and ensure families remain in proper compliance Support tax planning strategies from both an income and estate tax perspective Interface with tax preparers and external service providers for tax-related matters Investment Management Oversee overall portfolio construction in a manner consistent with firm and family investment philosophy Monitor asset allocation and asset placement across various family investment and estate planning vehicles to ensure adherence to overall model targets Support selection and implementation of investment strategies across various asset classes (stocks, bonds, real assets, etc.), including both public market and private market holdings, as determined in coordination with the firm's CIO Conduct due diligence on public market and private market family-sourced investment opportunities in coordination with the firm's CIO Legal, Estate and Compliance Analysis Review and analyze legal agreements related to trusts and business entities, business operations, investments, and other financial-related legal matters Work with outside legal counsel to assist in preparing and managing documents related to wealth transfer strategies, including estate and gift planning Support the execution of wealth transfer plans and communications with heirs and other beneficiaries Assist in ensuring compliance with business and entity registrations and regulatory reporting requirements Risk Management and Insurance Analyze exposure across various assets (real estate, personal property, business holdings, etc.) Coordinate with outside professionals to ensure appropriate property insurance coverage for homes, vehicles, yachts, aircraft, and other high-value items; proper liability insurance for personal and professional liability risks, and proper business insurance for family-owned businesses Cash Flow and Liquidity Management Ensure adequate liquidity reserves for the families' day-to-day needs, planned and unplanned lifestyle expenses, and periodic capital investments Closely monitor and plan for cash flow needs for specific bill payment managed by the firm on behalf of the families, household-related expenses, and other operational expenses Work with administrative and operational support team members to manage bookkeeping tasks and ensure timely and accurate processing of payments Family Governance and Succession Planning Help organize and document family meetings and discussions Assist in strategy discussions related to management and control of family-owned businesses Support the implementation of philanthropic goals through foundations and donor-advised funds Assist with analysis and discussions regarding succession planning Act as a conduit for family stewardship objectives to be passed between generations Mentor, educate and build relationships with second-generation family members Work directly with second-generation family members on their separate planning needs Administrative Responsibilities Coordinate and maintain accurate financial records and documentation Prepare net worth statements, tax projections and other financial reporting for analysis and distribution to family members and outside service partners Assist with operational improvements to the service model and ongoing new business development strategies Required Skills and Abilities Experience in a financial advisory role, preferably in an ultra-high net worth or family office environment Must be technically proficient, critically-thinking, relationship-oriented, advocacy-minded, passionate about the service model and have excellent organizational and communication skills Ability to work collaboratively with advisory and operational team, senior management, and external professionals Education and Experience Bachelor's degree in finance or accounting suggested JD and/or CPA preferred; CFP a plus Benefits Competitive salary Bonus program Paid Time Off (national holidays, personal time, birthdays, community service activities) Flexible work options (up to 2 remote working days each week, summer hours, early holiday departures) Health/Insurance benefits (medical, dental, vision, life insurance, short- and long-term disability) Parental leave 401(k) retirement plan with company contribution Flexible spending account On-site, health club membership Reimbursement for relevant professional certifications and membership fees Recent Capstone Accolades* Crain's Chicago Business' 2024 Best Places to Work in Chicago InvestmentNews' Best Places to Work for Financial Advisors for 2024 2024 Best Places to Work in Illinois Capstone Financial Advisors is committed to fostering an inclusive and diverse environment where all individuals feel welcomed and respected. We are an Equal Opportunity Employer and encourage individuals from all backgrounds to apply. Visit us at: ************************* *Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor. Rankings are generally limited to participating advisors. Capstone Financial Advisors does not pay fees to be considered for any ranking or recognition.

BlueLine Capital Group is a rapidly growing financial services provider based in New York, NY, offering a range of working capital to small businesses across the United States. The company prioritizes building long-term partnerships with clients, providing tailored support and expertise to help businesses succeed. BlueLine Capital Group values a customer-centric approach, viewing clients as partners and working closely with them to understand their unique needs. Role Description Calling prospects and introducing Blueline financial products to businesses via phone and email. Follow up with interested prospects to communicate the value proposition of working with Blueline. Close deals and successfully sell Blueline financial products to businesses. Manage relationships in CRM software. Create and achieve weekly, monthly, and quarterly sales targets Qualifications Communication and Customer Service skills Sales skills Desire to excel in a fast-paced, high-energy environment Enjoy selling solutions and helping others grow Organized, self-starting, and focused Strong follow-up and time management skills Efficient and concise communication skills Strong analytical skills and attention to detail If you are a self-motivated individual with excellent communication skills and a passion for sales, we would love to hear from you. Thank you for considering a career at Blueline Capital Group. We look forward to getting to know you. Located on Wall Street, New York, NY: Relocate before starting work (Required) THIS IS AN ON-SITE POSITION. THERE IS NOT A REMOTE POSITION.

We put the unity in "opportunity." Opportunity Snapshot: Compensation: $33.75/hour Assignment Duration: 10 month contract, opportunity to be extended Work Schedule: hybrid, 3 days per week in the office 30 hours per week, 5-6 hours per day Benefits: Comprehensive insurance, 401(k), Holidays and PTO Qualifications: Bachelor's Degree required Proven experience in ticketing, event management, or a related industry Strong analytical skills with proficiency in data analysis tools (e.g., Excel, SQL, Tableau) Excellent problem-solving abilities and attention to detail Effective communication and collaboration skills Knowledge of ticketing platforms and systems is a plus Responsibilities: Optimize ticket distribution strategies and leverage analytics to enhance overall performance Distribute and track usage of Client suite Houston Astros tickets throughout the season, postseason, and third-party events Distribute tickets for additional ticketing events that may take place aside from the Houston Astros Develop and implement effective strategies for ticket distribution to maximize employee engagement and attendance Analyze historical data to identify trends and make data-driven recommendations for future distribution plans Collaborate with team members and employees to ensure seamless distribution and timely communication Utilize data analysis tools to assess the effectiveness of ticketing initiatives Generate reports and dashboards to provide/present insights into employee engagement, ticket utilization, and costs Identify areas for improvement and recommend actionable solutions based on data analysis Work hours are dependent on the Houston Astros season and additional ticketing events throughout the year. This is not anticipated to be a full-time role (e.g. this role is not expected to be a 9-hour workday each day). Estimated hours per week is around 30 Must work in-office Tuesdays, Wednesdays, and Thursdays, with the option to work from home on Mondays and Fridays. Must be able to work from home if needed and come into the office as needed on Mondays and Fridays Must be available on evenings and weekends, dependent on the ticketing event and/or Houston Astros games The Bergaila Way: The Bergaila Companies is a nationally recognized leader in providing staffing services to all sectors of the energy industry. We continually focus on partnering with talented professionals, engineering the perfect fit between our clients and employees. Choosing a career path with Bergaila grants you immediate access to nationally recognized organizations we partner with. Bergaila consistently attracts and retains its Employees with our dedicated internal service team, top tier benefits programs for contractors and their families, and commitment to place you in the desired career of your choice. Client Overview: Our Client is a global international energy exploration and production company and one of the largest oil producers in the United States. Founded in 1920, our client's technical expertise and proven ability to deliver lasting results are the hallmark of their international success. While manufacturing the building blocks for life-enhancing products, our client utilizes leading edge technologies that grow their business and simultaneously help to advance a lower-carbon world.

Read Full Description: The position can be fully-remote, great for the stay-at-home career seeker or those who would like to add another stream of income to their resume. No prior experience is required as we have an incredible training program through the company. Ascent Capital, among other firms, is regulated by our broker-dealer Transamerica. Our office is growing rapidly all across the continental United States. We seek highly motivated, competent, capable and committed business partners to become licensed professionals and head into the field to provide the services that meet the needs of clients. Work Types We offer 3 types of work-effort: Full-Time Part-Time Referral Partner depending on your current employment schedule. *You do not have to quit your current job if you join us with any of these options* Most of our new agents start off as Referral or Part time prior to transitioning to full time but can still make the same commissions as our full-timers. You get to work with A+ Rated financial companies across the nation. Responsibilities - Develop Financial Need Analysis (FNA) for Clients - Place families, individuals, and business owners in a financial position of advantage for some of these following: Protect Assets/Funds Build and Leave a Legacy Index Strategies Debt Management Services Estate Planning Life Insurance Annuities Final Expense Experience No financial experience is required before joining as you will learn everything hands on. However, if you have any of these skill sets or experience it will help you move quickly in the company: - Leadership/Managerial - Public Speaking - Customer Service - Sales - Banking - Accounting/Software - Entrepreneur Benefits Flexible schedule, start as little as 10 hours/week Performance-based pay with uncapped ceiling on income Leads - We teach warm & cold market, we don't have you buy leads It can be done in person, OR 100% remote with Zoom as the platform You are assigned a “Field Trainer” who is an experienced professional and will help you throughout the beginning of your business until you're ready to manage your business and effectively help people. This includes how to prospect clients and potential partners. Daily training/coaching Mandatory Qualifications - If you don't have a Life & Health Insurance License, You must be willing and able to study and pass for whichever state you're residing in. We will help you throughout this process so you can be completely certified if you're not. - Must pass a background check (No Felonies) - Must have or be able to obtain a U.S Social Security Number - Must currently reside in the United States during the initial hiring and licensing process - Must be 18+ years old (This is a Federal Requirement)

Securities Licensed Sales Team Member (This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies.) In Office: Qualified candidates (in or near hub location listed) should plan to spend time working in the office with clients as part of our work environment. Job Description Overview We are not just offering a job but a meaningful career! Come join our passionate team! If you are an ambitious securities licensed financial advisor trained in financial products and services, love working with clients but are frustrated by the endless cold call prospecting in a primarily commissioned-based role, we would love to talk to you. At Wuest Insurance and Financial Services Inc,. we have a different model that includes a permanent base salary, book of customer households, Wealth Academy Training, world class products that include American Funds and BlackRock funds, with guidance and mentoring from a successful career agent. Responsibilities Offer comprehensive financial planning and advice to existing State Farm customer households. Partnering and mentoring with a career agent in developing a business plan and delivering against a client service model. Maintain and enhance new and existing relationships through active communication with customers, processing customer requests, resolving inquiries, providing guidance, and making sure key information and documentation remains current. Demonstrate a deep understanding of financial markets and sound business judgement. Exhibit unwavering integrity that points toward doing right by clients at every opportunity. Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and manage their investments. Provide a holistic view of clients' needs and financial coaching beyond investments. Understand and ensure business adherence with Wuest Insurance and Financial Services Inc. and financial industry regulatory policies. Required Qualifications Bachelor's degree preferred. Active Securities Industry Essentials (SIE) Exam, Series 6 and/or 65, or 63 licenses and/or ChFC. Minimum of 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. **Applicants are required to be eligible to lawfully work in the U.S. immediately; employer will not sponsor applicants for U.S. work authorization (e.g., H-1B visa) for this opportunity** Competitive Benefits, Including: Accrued Paid Time Off (PTO) 401(k) match Savings Plan, Medical, Dental and Vision Health Reimbursement Account, Health Care Flexible Spending Accounts, and Life Insurance Compensation Base salary plus commissions with excellent long-term earning potential! $50k-$65k base salary Join Wuest Insurance and Financial Services Inc.! This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. We hire the best employees to serve our customers, making us a leader in the insurance and financial services industry. We embrace diversity and inclusion to ensure a workforce that is engaged, builds on the strengths and talents of all associates, and creates a Good Neighbor culture. We offer competitive benefits and pay with the potential for an annual financial award based on both individual and enterprise performance. Our employees have an opportunity to participate in volunteer events within the community and engage in a learning culture. We offer programs to assist with tuition reimbursement, professional designations, employee development, wellness initiatives, and more! Registered agent team members and non-registered agent team members can participate in securities related business in a remote work situation, including a permanent remote work situation. The agent is responsible for disclosing the remote agent team member, registered or non-registered to their sales Administration Specialists/Securities Principal (SAS/SP). The agent is responsible for supervising their day-to-day activities and ensuring the remote agent team member does not meet with customers in their remote working location. An equal opportunity employer We shall hire, retain, promote, compensate, and provide terms, conditions, and privileges of employment solely on the basis of the Companies' human resources requirements and each person's qualifications. We have an obligation to our policyholders to realistically determine our needs for employees and to select the best qualified available people to manage their insurance business. In fulfilling our obligations, we will not practice, tolerate, nor condone discrimination because of age, race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or genetic information. All employees must respect the individuality and dignity of one another and the customers we serve. We shall always comply with the letter and the spirit of all national, state, and local laws pertaining to employment.

Job Title: Infor CSI (Syteline) Finance Consultant Company Background Our client is a privately owned, customer-driven consultancy in the Infor Gold Channel. They provide implementation and development services to Infor CloudSuite Industrial / Syteline ERP customers, primarily in the manufacturing sector. We are pleased to announce the opportunity for an Infor CSI (Syteline) Finance Consultant position. This individual will join our excellent team of developers and consultants based at our home office in Kentucky. The position has flexibility to operate remotely if appropriate. Primary Responsibilities Lead and manage full-scale ERP implementation projects with a focus on finance and accounting modules in Infor CloudSuite Industrial / Syteline. Follow a designed methodology of stage-based project execution. Perform discovery activities to determine clients' financial and accounting requirements, including general ledger (GL) , accounts receivable (AR), accounts payable (AP), and cost accounting processes. Assist clients with designing efficient financial workflows and processes to achieve business goals with minimal system modification, applying practical knowledge and experience when appropriate. Identify gaps in financial or accounting processes and model solutions to be executed by the development team. Train users on financial functionalities within the Infor CloudSuite Industrial / Syteline system and related software. Perform conference room pilot sessions to validate all accounting and financial business processes prior to Go-Live. Support cutover and Go-Live activities, as well as post-Go-Live stabilization, with a particular focus on financial data accuracy and reporting. Actively participate in continuing education to stay apprised of the latest finance and accounting features in Infor CloudSuite Industrial / Syteline. Travel to client facilities for live sessions. Manage scope, timeline, and deliverables to ensure successful project execution. Manage/work a portfolio of multiple projects concurrently. Required Qualifications Minimum 5 years of proven experience with one or more ERP solutions. Experience with Infor CloudSuite Industrial / Syteline is required. Bachelor's degree in Accounting, Finance, Business Administration, or a related field. Demonstrated expertise in financial and accounting principles, with experience in Infor CloudSuite Industrial / Syteline modules for general ledger (GL), financial reporting, accounts payable (AP), accounts receivable (AR), and cost accounting. Ten (10) or more years of experience, with a deep understanding of finance / accounting standards and practices. Exceptional interpersonal, oral, and written communication skills. Demonstrated ability to communicate diplomatically and effectively with client staff at all levels, from accounting clerks to executive leadership. Proven experience serving as a project lead, especially for finance/accounting implementations, and motivating teams to action. Strong aptitude for technology tools and financial solutions. Demonstration of critical thinking skills and ability to analyze financial details and translate into the "big picture" view Able to work remotely and achieve results with little oversight or direction. Ability to travel up to 50% (primarily domestic, potential for some international). Compensation and Benefits Compensation is a combination of base salary plus incentive for achieving billing targets. Benefits include unlimited vacation, a full healthcare package including vision and dental, and 401K with company matching. Oscar Associates Limited (US) is acting as an Employment Agency in relation to this vacancy.

JOB SUMMARY: Financial Advisor - New York City We are offering a highly accomplished financial planner professional an opportunity to develop new business and be a critical contributor on our financial planning team. Our financial planners have a proven track record of offering fiduciary guidance to our private client group. Their expertise supports all aspects of financial planning including investment strategy, insurance, aligning with our client's short- and long-term goals and helping them become financially fit. Filling this critical role is an integral part of our clients growth plan and the successful candidate will have demonstrated that they are among a very small group of elite financial professionals in our industry. Our financial planning team works in a fiduciary capacity. We do more than provide investment expertise-we take the time to understand our client's financial goals and relate to their concerns. The right candidate has the ability to lead, train, and motivate their peers and clients. JOB RESPONSIBILITIES: Financial Advisor (Remote with potential onsite client visits to New York City) Engage and educate retirement plan participants so that they fully understand the retirement plan and make informed decisions for their situation. Assist participants in preparing for the financial aspects of retirement. Communicate the retirement plan offering via group meetings at the client company. Meet one on one with participants to answer any personal questions about the plan or possible other financial matters. Conduct webinars to communicate the plan, when appropriate. Build personal relationships with participants. Convey retirement planning subject matter in a simplified way. Through consultative selling techniques, drive revenue growth within assigned book of business. This would include life insurance, long term care and disability insurance. Support new sales and market development initiatives. Exhibit understanding of key features and benefits of our products and services. Proactively keep Supervisor informed of key activities with assigned clients. Office environment, up to 50% travel may be required. OUR IDEAL CANDIDATE HAS: Education: Bachelor's Degree Experience: 1-3 years of experience Certifications/Designations: FINRA Series 6 or 7, 63 and 65 or 66. Knowledge/Skill Set: ERISA and Retirement Plan Knowledge. Proficient in Microsoft Office applications. Preferred but not required qualifications: Life & Health (NY) licensure - required to obtain within first 3-6 months. Familiarity with programs such as eMoney Advisor. ABOUT OUR CLIENT: MP's Client proudly serves nearly 5,000 clients throughout the U.S. For 35+ years, we've remained devoted to making a difference in the lives of our people, our clients, and our community. With a 9-year average associate tenure among our 265 professionals, our team's commitment to excellent service has positioned us as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you. Our ultimate goal is to help companies and their employees prepare for their future health, wealth and retirement needs. Whether it's through retirement plans, group health insurance, reimbursement accounts or financial planning, we engineer simple solutions and continuously strive to make them better. Our in-house experts-and their commitment to excellence-define who we are. MP's Client is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine). MORE INFORMATION: Compensation Expectations: $50k - $80k base + commission Location: This is a fully remote position. However, we are only seeking candidates who currently reside in the city of New York, NY due to territory covered and potential onsite client visits. Some of our benefits: PTO (Vacation, Sick, Personal Time, etc.) + Unlimited Flexible Time Off after 2 years of service. 12 Paid Holidays. 2 Community Volunteer Days. 5 Summer Half Days. Medical, Dental, Vision. Life Insurance LTD & STD Retirement Plan with 3.75% Employer Match Parental Leave