Finance Planner Jobs in Nashua, NH

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

The Opportunity Unlike others in the industry Bleakley Financial Group truly focuses on their client's best interest. We are hiring a Financial Planner that will offer top services to support Bleakley's Wealth Advisor and his/her clients. Location, On-Site: Burlington, MA Title: Financial Planner As an integral part of Bleakley Financial Group, the Financial Planner works closely with the Wealth Advisor in providing support with all client meetings. The Planner is involved in managing the financial planning, attending client meetings, taking notes, tracking and monitoring cases and more. Responsibilities: Work and collaborate with Wealth Advisor on investments, estate planning, retirement strategies and other financial planning topics. Guide high-income and high net-worth individuals towards their financial goals. Create investment and financial plans by utilizing financial planning software. Coordinate strategy sessions with internal and external tax, estate, insurance professionals to ensure comprehensive client solutions. Serve as first points for clients and actively participate in client and prospective client meetings. Manage Advisor's calendar and coordinate client prep work ensuring research and data gathering is complete and timely. Manages time and resources efficiently and effectively to bring compounding value and excellence to clients. Translate clients' investment goals into meaningful business opportunities. Follow risk management practices by adhering to the company's policies and procedures. Complete ad hoc projects as needed as per direction of the Wealth Advisor. Required Qualifications: Bachelor's Degree preferably in Finance. CFA a plus. Team player with strong interpersonal and organizational skills who can work both independently and collaboratively, often to tight deadlines. Superior financial knowledge, including clear and thorough understanding of financial modeling and valuation techniques used by financial and investment professionals. Long-term investment mindset geared toward meeting client/investor expectations. Analytical thinker with ability to adapt quickly to a high growth, fast paced environment. Outstanding presentation skills and strong mindfulness to details. Licenses/Certifications, Required: Series 6, 63 or 7. Life & Health Insurance preferred or will be required to obtain within first 90 days of employment. Right to Revise: This is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice. The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.

Financial Planner, CFP/ CFP in progress opening located at an RIA in Boston I'm a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms located in and around Boston with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual who may be actively or passively interested in pursuing a new position in the financial services industry to serve as a catalyst for continued career growth and development. I'm writing to inform you that one of my client companies, an RIA located in Boston which services a private wealth client base, is seeking a Financial Planner. This individual will be tasked with maintaining a continual understanding of client objectives and utilizing that information to create customized financial plans, conducting periodic plan reviews and making changes to firm plans as deemed necessary, addressing any daily plan inquiry, and the like. This role is a FANTASTIC opportunity for an individual who offers 4-10 years of direct experience and the CFP certification, or progress towards this certification. Compensation includes a base salary in the $90K- $150K range, depending on experience, plus bonus and a full suite of benefits. If you are qualified and interested in pursuing this role, please send your updated resume to adamc@fanning-boston.com Best, Adam Adam Cordeiro Senior Recruiter Fanning, a division of Masis Staffing Solutions, LLC

Position Overview: Boutique investment bank is seeking a highly motivated and experienced Investment Banking Associate to join their dynamic and growing team in Boston. The ideal candidate will have a strong background in investment banking, consulting, or finance, with specific experience in the life sciences, healthcare, biotechnology, or biopharma sectors. This is a hybrid role, offering the flexibility to work both remotely and in their Boston office. Key Responsibilities: Conduct financial analysis, modeling, and valuation for clients in the life sciences sector. Assist in the preparation of pitch books, presentations, and other marketing materials. Support senior bankers in the execution of M&A, capital raising, and other financial transactions. Perform due diligence and industry research to support client engagements. Develop and maintain client relationships, providing strategic advice and insights. Qualifications: Bachelor's degree in Finance, Economics, Business, or a related field; MBA or advanced degree preferred. 2-4 years of experience in investment banking, consulting, or a financial role, with a focus on life sciences, healthcare, biotechnology, or biopharma. Strong analytical and quantitative skills, with proficiency in financial modeling and valuation techniques. Excellent communication and presentation skills, with the ability to articulate complex financial concepts to clients. Proven ability to work in a fast-paced, team-oriented environment. What We Offer: $150,000 to $200,000 base salary with performance-based bonuses. Comprehensive benefits package. Hybrid structure, 3 days in office, 2 days remote. Opportunities for professional growth and development. Collaborative and supportive work environment. Opportunity to grow with the firm and be on a partner track. If interested, please apply now!

Since 1986, Diversified Financial Management (DFM) has been dedicated to helping clients achieve financial independence through thoughtful financial planning techniques and a long-term investment approach. With a focus on fostering a collaborative employee culture and supporting personal and professional development, DFM serves clients nationally, specializing in financial planning and investment management. Position Overview Diversified Financial Management (DFM) seeks a Wealth Advisor for its recently opened Wellesley office. The Wealth Advisor will support the investment and planning work provided to existing clients while playing a key role as part of a growing investment advisory and financial planning practice. He or she will be tasked with assisting in the growth of the company by way of referrals and personal networks. Importantly, the Wealth Advisor will be expected to assume ongoing responsibility for new client relationships, and be accountable for the client's total experience at DFM. Compensation in the form of salary, bonus, and benefits will be both competitive within the industry and commensurate with experience. The role requires some limited travel within New England and occasional travel to other states to meet with clients. Responsibilities: Prepare client-specific investment, retirement, and other financial planning analyses. Organize materials for client and prospect meetings, as well as preparation of marketing documents. Participate in client and prospect meetings, as well as attend industry related meetings, webinars, and conference calls. Become a proficient user of investment and financial planning-related tools. Generate business development opportunities through his or her professional network and centers of influence. Remain current with investment industry compliance standards which include continuing education and other areas of professional development. Qualifications: • BS/BA degree in Business, Finance, or a related field, or equivalent experience; CFP designation strongly preferred. • Minimum five years of experience in the financial planning or investment management fields. • The ideal candidate is comfortable contributing as part of a team, with a desire to learn and grow within the dynamic wealth management industry. • Special consideration will be given to individuals with their own book of business. Required Skills/Experience: • Excellent communication and listening skills. • Fluency in financial planning concepts combined with deep understanding of wealth management techniques. • Desire to network and develop new business opportunities. • Self-starter, motivated, open to learn, organized, with a strong attention to detail. • Proficient in the Microsoft Office product suite. (Word, Excel, PowerPoint) • Familiarity with eMoney financial planning software, CRM, and accounting / investment performance systems. • Work with our team to develop holistic financial plans encompassing client goals related to investments, retirement, estate planning, charitable, tax. • Track client financial plans and account activity while servicing client needs. • Lead client meetings and become integrated into client relationships. • Ability to convey wealth management concepts and strategies to clients through written communication. • Be valued resource for clients' attorneys, accountants, and outside advisors. Benefits • Health insurance • Dental Insurance • Paid time off • 401(k) with match • Incentive bonuses based on the successful acquisition of new clients and business for the firm.

About Morningside Morningside is the venture arm of a family office that invests at institutional scale. Since our founding in 1986, we have been dedicated to investing in and supporting the most promising biotech and digital health companies. With a diverse portfolio and a team of seasoned experts, we are at the forefront of the healthcare revolution. About the Role The Morningside Digital Health portfolio spans 35+ companies that are addressing the biggest challenges in healthcare globally. As an Investment Professional (Portfolio Acceleration) on the Digital Health Team, you will primarily support Morningside's ecosystem development efforts, which include health systems, health plans and other VC firms. You will have a front row seat to the ways in which healthcare's key stakeholders adopt digital technology and will utilize these insights to accelerate portfolio company growth, develop new models for technology adoption, and help shape Morningside's investment thesis development and diligence. You will work with a highly collaborative group of Digital Health Investment Professionals and advisors to manage our existing ecosystem and achieve the highest possible impact on healthcare through our portfolio. Key Responsibilities • Develop a strong familiarity with Morningside portfolio companies and potential new investments, with the ability to communicate the value of portfolio companies to senior leadership at health systems and health plans • Conduct market intelligence on potential partners and segments relevant to PortCos • Track key KPIs related to ecosystem development efforts and develop strategies for continued engagement • Conduct independent analysis to support new investment due diligence efforts on an as-needed basis • Lead external meetings that lead to creative relationships and partnership structures that accelerate Morningside's mission and portfolio • Ensure scoped engagements with Morningside ecosystem partners result in intended outcomes through effective project management and coordination • Serve as an external ambassador for Morningside's portfolio companies through industry events, conferences and relationship development • Collaborate directly with company Board Members and Morningside Investment Professionals to understand portfolio company GTM strategies and needs • Deeply understand healthcare business models and value drivers • Establish programming to facilitate exposure for Morningside portfolio companies to potential partners and capital sources Qualifications: • 2-5 years of full-time experience working with healthcare startups or enterprises, with significant exposure to strategy and business development functions • 2-5 years of direct or adjacent experience with venture capital funds • Strong oral communication skills, with the ability to influence senior decision makers • Familiarity with the key components of healthcare flow of funds, with the ability to think creatively about direct and channel partners for portfolio companies • Experience facilitating discussions with multiple senior level stakeholders, with the ability to craft engaging programming • Strong market research skills, with the ability to derive insights from healthcare industry data • Exceptional PowerPoint and Excel skills What We Look For: • Healthcare Expertise: You enjoy staying up to date on the healthcare industry's current trends, and have a solid understanding of health system and health plan structures, incentives and priorities • Trusted Advisor: You are comfortable presenting to senior level audiences, and are quick to establish meaningful relationships with them • Comfort with Ambiguity: You thrive when taking on projects with limited direction, and proactively find ways to expand the impact of what you work on • Orientation Towards Results: You have a mindset of continuous improvement, and strive to achieve both short term and long term results. Please note: This role will be based in our Cambridge, Massachusetts office.

Our client, a leading wealth management firm - one of the fastest growing in the country - is seeking to expand their team with a Certified Financial Planner, offering an exceptional opportunity to work with a firm that values personalized client relationships, innovative strategies, and long-term financial security for its clientele. Key Responsibilities: Build and maintain long-term relationships with clients, offering tailored financial planning and wealth management advice. Conduct in-depth financial analysis, including retirement planning, investment strategies, tax optimization, and estate planning. Develop customized financial plans aligned with clients' goals, risk tolerance, and financial circumstances. Provide periodic reviews and updates to clients, ensuring their financial plans adapt to changing circumstances and market conditions. Maintain compliance with regulatory standards, ensuring ethical and professional service delivery. Collaborate with internal teams, such as investment advisors and tax specialists, to provide holistic client solutions. Key Qualifications: Certified Financial Planner (CFP) designation or equivalent; additional certifications (e.g., CFA, ChFC) are a plus. Proven experience in financial planning or wealth management (minimum 5 years preferred). Strong knowledge of investment products, tax strategies, and financial regulations. Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts clearly. Client-first mindset with a demonstrated track record of building trust and long-term relationships. Self-starter with excellent organizational and time management skills.

VACO Boston has partnered with a Historical Financial Services Firm in Boston, MA who is looking for a recent college graduate to join their team. Working in their Custodial Banking Operation these roles offer training and opportunity for growth. We have many success stories of our candidates becoming permanent employees and advancing to managerial roles. If the investment world and financial services has been of interest to you this could be a great way to gain experience. Position Summary: This financial services position will support all aspects of day to day accounting for assigned mutual funds and assist with daily reporting requirements. Responsibilities include: Assist with mutual fund operation tasks. Monitor and record security transactions including trade, interest payments, maturities and corporate actions. Prepare cash reconciliations. Calculate and report on fund Net Asset Values on a daily basis. Assist with management reporting activities. Assist with client service activities and inquiries. Monitor and manage cash flows and expenses. Analyze fund requests and manage fund distributions. Candidate Requirements: Must Have a Bachelor's Degree in Accounting, Finance, Economics or Business. Prior finance/accounting internship experience. Knowledge of Microsoft Excel.

Associate Financial Advisor Are you looking to grow professionally and be part of a successful advisory team? Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to help clients as they prepare for retirement without having to focus on lead generation? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior client service and expertise, then we would like to talk to you! Our well-established and growing financial firm is expanding and seeking to add a Financial Advisor to our Team! The Financial Advisor will assist with new client onboarding, meet with our established clients and continue to grow and enhance existing client relationships by providing exceptional client service, as well as resolving client inquiries. This position is based in our Needham, MA office and the candidate must be able to travel weekdays to our other Massachusettes neighborhood offices to meet with clients for their convenience. This Advisor will have the opportunity to help grow our office. The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through with sales opportunities while providing superior client service in always putting clients first. Minimum Requirements · College degree preferred · 2+years of financial services experience with an emphasis on sales · Series 65 or Series 7 & 66 · Strong organizational, interpersonal & management skills · Strong mathematical and analytical skills · Excellent verbal and written communication skills · Ability to work in a fast-paced, evolving environment Position Responsibilities • Develop, manage and retain strong client relationships · Prepare, present and implement customized financial plans • Provide holistic financial planning advice to include investment, insurance & retirement · Attend and present at evening educational workshops for retiree prospects

A career with Northwestern Mutual brings mutual success. When you bring your talent, hard work, and experience, we offer the training, mentorship, and resources to help you achieve your definition of success and discover your unlimited potential - in leadership, income, and community impact. About the role: Our financial professionals help clients reach their individual goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. As you build your financial planning practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way. Who we're looking for: A successful advisor is typically coming from a career where they've reached a ceiling and is looking for a career change where they can utilize and maximize their talents. We welcome individuals from diverse backgrounds who possess an entrepreneurial spirit, grit, motivation, are self-starters, and are looking to create an impact. In addition to these qualities, we are looking for professionals who have: 4-year degree; or equivalent professional work experience Prior sales and / or business experience preferred History of success in relationship-building or client-facing roles Entrepreneurial ambitions Strong communication skills inclusive of networking capabilities Legal authorization to work in the US without sponsorship We specialize in career changers! Northwestern Mutual brings together career changers from a variety of backgrounds including but not limited to: - Financial Services - Business Development - B2B sales - B2C sales - Hospitality - Athletes - Real Estate - Military Veterans - Entrepreneurs / Business Owners Training and Development: Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation: Our compensation structure is performance based with multiple recurring revenue streams. As part of your start-up, we provide a competitive bonus opportunity. In a time of market uncertainty, our compensation allows you to control your earnings, vision, and progression: Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you'll find the growth that fits your vision and your business. A top tier income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more NM-Funded Retirement Package and Pension Plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning ______________________________________________________________________ About Northwestern Mutual: Why join Northwestern Mutual: Fortune 500 company (June 2024) 5.1+ million clients and growing Unsurpassed financial strength with total company assets of $366 billion Forbes' Best Employers for Diversity (2023) Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023) Best Places to work for a Mid-Sized Company by the Boston Business Journal (2023 & 2024) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of December 31, 2023 3 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody's Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024.

Trusted Advisory Firm Helping Families with their Finances for over 40-years We are a 7-person independent, fee-based RIA wealth management firm located in Danvers, MA. Our team is looking for a financial advisor, financial planner, or wealth manager who values meaningful, long-term relationships with their clients, and the drive to help them reach their financial goals. Our ideal candidate is an individual with an established book of business with the following characteristics: Around 50-clients (we need an advisor who has capacity to service about 150 total clients. A typical year brings about 25+ new clients, most of which would be introduced to you as their servicing advisor. Existing AUM of $10m - $30m (we are willing to pay you 75% of revenue on existing book). You can continue to own your existing book. All new clients would be owned by our firm and compensation would be fair and competitive. Fee-based book of business preferred. Cannot have existing non-solicitation agreement. CFP designation required. Previous work experience at an RIA preferred. Here are some important details to know about the position: You would join our investment committee, led by a CFA with over 20+ years of managing money. We meet 2x per month. We provide financial planning and investment management services. We custody with Schwab. Primary software we use include: Redtail, eMoney & Orion. Benefits include: Subsidized dental, vision & health (75% employer paid). Life insurance. 3-weeks starting PTO. 401k with 4% company match. Flex work schedule (min. 3-days in Danvers office) Phantom stock plan (participation begins 5 th year) To apply for this role, please submit your resume here on LinkedIn and forward your cover letter to Jena Santa Anna at *************************** describing why you would be great fit for this role, for our clients, and for our team.

The Moody Street Group, LLC , a general agency, of OneAmerica Financial, works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve wealth. The Moody Street Group, LLC , with offices in Newton, Massachusetts and South Windsor, Connecticut is actively recruiting new associates. We are interested in meeting highly motivated, success-oriented individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law or communications who are looking for a professional sales career with excellent income potential. Our Financial Services Sales Representatives, utilize a values based approach and market primarily by introduction. We are supported by a marketing staff that is trained to do the back-office work, which allows financial representatives more time to see and interact with clients. Our marketing team provides new Financial Services Sales Representatives with a comprehensive and sophisticated training program. New Financial Services Sales Representatives will also benefit from a wide range of technical sales support provided by professional career associates who are leaders in the industry. We offer competitive compensation. We also provide group benefits, pension, tuition reimbursement for professional designations and conferences at worldwide locations. #ZR Powered by JazzHR PI0ec276da619f-26***********0

Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, when we would like to talk to you! Our well-established and growing financial firm in Hingham, MA is seeking to add a Financial Advisor to our Team! The Financial Advisor will have the opportunity to meet one on one with the company leads 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 - to include 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: 5+ years of financial services experience with an emphasis on sales Life and Health Licensed required Series 65 preferred 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 Position Responsibilities: Prepare, present, and implement customized financial plans Assist clients with annuities, life, long-term care, and managed money Provide financial planning advice to include investment, insurance, and retirement Develop, manage, and retain strong client relationships Assist main Advisor with meeting individual and team goals Hours: 8:30am-4:30pm M-F Some evenings required for client events Salary: $65,000-$70,000 Benefits: Health insurance PTO Bonuses based on performance Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Snap out of your routine. A career should be something you're proud to share with the world. Find out what makes you Modern Woodmen material and start your journey toward a career worth sharing.! Our licensed financial services professionals maintain control over what they make, and how they spend their time. You will work hard. You will earn and learn. You will make a difference in people's lives and in your communities. Our Common Bonds: Community Support Quality Family Life Financial Security Do you want to: Grow professionally and as a person? Be in a leadership role? Help others and initiate change? Feel accomplished and appreciated? Are you willing to: Think Outside the Box? Face Rejection? Find the Balance between Work, Study, and Play? Take Your Life and Career into Your OWN HANDS? Do you possess: An Entrepreneurial Mindset? Community Spirit? Mad Communication Skills? Problem Solving Abilities? If you are one of the few who can both qualify and survive..... HERE'S WHAT YOU'LL GET: Excellent Medical Dental plan where we pay all your premiums and 50% of your spouse and dependents. Intensive, and Extensive Hands-On Training A FULLY FUNDED Defined Benefit Plan (YES, a PENSION) where we contribute everything A 401(k) which we match starting on DAY 1 Group term life insurance benefits Expense-paid trips, valuable prizes, and exciting incentives Learn More About Us Here

Cetera Investment Services is looking for a motivated individual to fill the role of a Financial Advisor for Lighthouse Wealth Advisors at Lighthouse Credit Union in Portsmouth, NH. For more information, and to apply online, please scroll down. The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank's consumer and business customers. The Financial Advisor assesses the customer's investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives. PLEASE NOTE: Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. Job Responsibilities The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include: · Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances · Advising the customer regarding the advantages, risks, and disadvantages of different products · Developing internal referral resources to identify existing customers · Identifying external prospects and building up new client relationships · Identifying cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling · Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales · Maintaining all necessary licenses and registrations as required · Successfully completing all mandatory training in a timely manner · Maintaining superior and courteous service to promote products and expand customer relationships · Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism Job Requirements With a strong focus on sales and customer service, the Financial Advisor should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do. Additional Education and Training requirements of the Financial Advisor include: · FINRA Series 7, 63 and 65 or FINRA Series 7, 66 (Required) · Life & Health Insurance license (Required) · Strong sales, marketing and business development skills · 2+ years of experience as producing advisor · Bachelor's degree preferred Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we're committed to helping you reach your goals - both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 40 years in the making. As a member of our organization, you'll have access to: · A clear transition plan and timeline so you know what to expect, and when · Our orientation course to give you an overview of all the tools and services available to you · Assistance with account transfers and paperwork, and frequent updates on their status · Help with communications to your current clients about your transition · In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform · New business cards, stationery, and email address · An introduction to our vast marketing resources, so you can start using them with current and prospective clients If you are interested in this position, please attach a copy of your resume with your application.

⚡ Role: Power Analyst 💼 Industry: Power Trading 💰 Salary: $150,000 - $250,000 + Bonus This is an amazing opportunity to join a leading Energy Trading company composed of a team of power industry vets. They are active in all major US Power Markets, trading a wide range of products, and are looking for an experienced Power Trading Analyst to join the team. The ideal candidate will have extensive knowledge of optimal power flow (OPF) modelling, performing quantitative analysis on large-scale data sets, designing trade strategies, market analysis techniques using professional software, and managing portfolio risk. You will be incentivized for continuous high-performance by a highly competitive base salary and bonus structure. Duties: Track and evaluate topological and system changes within bulk power grids. Perform power flow analyses to assess grid operations and stability. Conduct quantitative analyses on extensive data sets, including designing and implementing algorithms to manipulate and interpret these data. Utilize analytical and statistical software tools to support complex studies. Develop quantitative models to assist investment and management teams in risk assessments, including portfolio analysis, volatility modeling, and value-at-risk evaluations. Experience Must Include: Applying power market analysis techniques using professional software such as PowerWorld and Dayzer, conducting power flow studies, and modeling generation prices. Monitoring bulk system topological changes and analyzing the effects of additions, retirements, and upgrades to generation and transmission assets. Performing quantitative analyses on large-scale data sets, such as those containing over 10 million records, including node prices, system demand and supply, transmission and unit outages, and branch flows. Designing trade strategies, analyzing auction results, and managing portfolio risks. Using technical tools and platforms, including Python, SQL, MATLAB, and Tableau, to conduct analyses and create data visualizations. 📧 Sounds like you? Please click on the ‘Easy Apply' button. You can also send your resume directly to *************************** or message me directly! ⚡ Storm4 is a specialist GreenTech recruitment firm with clients across Europe, APAC and North America. To discuss open opportunities or career options, please visit our website at ************** and follow the Storm4 LinkedIn page for the latest jobs and information

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 four 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 four 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 four 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 $38,500 - $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 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

Job title: Financial Advisor Description: Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship About Northwestern Mutual For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored, integrated approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: Top 5 US Independent Broker-Dealers4 Unsurpassed financial strength with total company assets of $366 billion5 Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management Fortune 500 company (June 2024) Forbes' Best Employers for Diversity (2023) Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023) 2024 Training APEX Award winner Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. 4Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS's affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: InvestmentNews , April 2024. 5Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody's Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024. 6To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com

A Full-Service wealth management firm is seeking a highly motivated Financial Advisor to join their growing firm. The Financial Advisor will support the construction and ongoing management of client portfolios and financial plans as well a be tasked with business development. The Associate/Financial Advisor must have 10-20MM portable assets. Monitor clients financial situations Develop and maintain financial planning solutions Perform research on client databases and financial plans Create details portfolio reviews, security analysis and present at client meetings 5+ years of experience as an Financial Advisor Series 7 and 66 or 63/65 BA degree Experience with Financial Planning Software