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We are a industry leading insurance and financial services broker/dealer in San Carlos, CA looking for part time or full time Finance Associates to expand in the San Francisco Bay Area. Qualified candidates will receive training on money management, how to pay off debt, cash saving, asset protection, life insurance, retirement planning, investing, wealth accumulation, and entrepreneurship.

Finance Associates are required to attend weekly training and pass the CA Life & Health Insurance exam. Securities licenses (6 & 63) sponsorship is also available for qualified Finance Associates.

No previous experience required, but previous experience is a plus.

Qualified Candidates Must:

Have NO prior Felonies

Be Coachable

Be Driven

Be able to pass the CA Life & Health license exam with a 60% or higher

Honest and will always put the client's interest first

(Bilingual is a plus) 


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 We are a industry leading insurance and financial services broker/dealer in San Carlos, CA looking for part time or full time Finance Associates to expand in the San Francisco Bay Area. Qualified candidates will receive training on money management, how to pay off debt, cash saving, asset protection, life insurance, retirement planning, investing, wealth accumulation, and entrepreneurship.

Finance Associates are required to attend weekly training and pass the CA Life & Health Insurance exam. Securities licenses (6 & 63) sponsorship is also available for qualified Finance Associates.

No previous experience required, but previous experience is a plus.

Qualified Candidates Must:

Have NO prior Felonies

Be Coachable

Be Driven

Be able to pass the CA Life & Health license exam with a 60% or higher

Honest and will always put the client's interest first

(Bilingual is a plus)

 


See full job description

COMPENSATION $27.88- $28.84/hr DOE

PROGRAM Finance

REPORTS TO Accounting Manager

WORK SCHEDULE Monday – Friday, 8:00 am to 5:00 pm

STATUS & CLASSIFICATION Full-time, Non-exempt

Hamilton Families

Our mission is to end family homelessness in the San Francisco Bay Area. Established in 1985, Hamilton Families is San Francisco's leading service provider to homeless families, with carefully designed programs to prevent homelessness, provide shelter and stability, return families to permanent housing and support the well-being of children experiencing homelessness. We currently operate these programs across six sites in San Francisco and Oakland. For more information, visit www.hamiltonfamilies.org.

Position Overview

The Staff Accountant- Payroll & A/P is responsible for processing disbursements of operating expenses. The Staff Accountant is also responsible for maintaining the payroll system, processing bi-weekly payrolls, and performing other payroll related duties.

Primary Duties and Responsibilities

• Process and transmit payroll biweekly; process mid-cycle payroll adjustments, holiday, wellness and referral bonuses, and final paychecks. Produce routine and specialized payroll reports as requested.

• Process and transmit employee and employer contributions to retirement plan provider biweekly.

• Prepare workers’ compensation monthly invoice calculations and employee union dues

• Match, code, and enter invoices into accounts payable system. Prepare batch reports and review for errors prior to submitting to supervisor

• Ensure that all invoices have proper supportive backup documents as required by internal fiscal policies and procedures.

• Responsible for matching general ledger account, program code, funding source, and department code in general ledger.

• Process payments, maintain statements, conduct weekly check runs to ensure timely and accurate payments and prepare checks for signature.

• Audit and process credit card statements and employee expense reimbursements.

• Communicate with vendors regarding account issues, research unpaid invoices, and resolve and investigate invoice disputes/discrepancies.

• Communicate with program directors and staff who handle purchases to request vendor invoices, packing slips, and other related supporting document.

• Maintain several petty cash disbursements and perform reconciliations and audit.

• Responsible for ongoing knowledge and understanding of agency wide budget and cost allocation plan.

• Ensure fiscal adherence to contracts and grants

• Maintain accounts payable files and records.

• Maintain 1099 files and year-end 1099 form preparation.

• Prepare journal entries and assist in month end closing

• Prepare weekly/monthly accounts payable reports.

• Manage petty cash for the Administrative office.

• Assist with other projects as needed.

Qualifications, Skills and Abilities

• Bachelor’s Degree in accounting, business administration, or related field and/or minimum two years’ experience in accounting/and or finance preferably in the non-profit sector.

• Experience in payroll software preferably in ADP.

• Experience in processing credit card expense report software

• Solid written and verbal communication skills.

• Ability to pay attention to detail and maintain confidentiality

• Strong interpersonal skills and commitment to work with a diverse staff are essential to perform the position duties.

• Proficient in Microsoft Office (Word, Outlook, Excel, etc.).

• Essential functions of the position may require use of a telephone, working at a standard computer terminal.

• The ability to follow reasonable ergonomic recommendations, sit for long periods, stand, reach, bend, lift and carry up to 20 pounds.

• Criminal background check, fingerprint imaging, and tuberculosis (TB) clearance required post-offer.

Compensation and Benefits

Hamilton Families (HF) offers excellent medical, dental, and vision coverage, plus tax-advantaged Flexible Spending Arrangements for Health Care and Dependent Care. Employees also have the chance to earn up to $180 per calendar year for participating in various wellness activities and can participate in partnership discounts with various YMCA and 24-Hour Fitness locations. Additionally, HF offers tax-deductible commuter benefits that can be applied to public transit, parking, and ride sharing services like Lyft Line and Uber pool.

The work at HF is designed for individuals to follow their passions and commitment to community. HF takes professional development seriously and offers coaching and training opportunities at every level. A role with the Stability team is great for an individual who is interested in exploring community based nonprofit work, social work, or mental health disciplines. We also offer a $1,000 tuition reimbursement to employees each year (after 12 months of employment) and offer dozens of internal and external trainings for staff at every level annually.

HF employees enjoy generous benefits including 11 paid holidays, 3 weeks of vacation and 2 weeks of sick time per year.

HF offers an employer-matched 403(b) retirement plan, tuition reimbursement, and other great long-term benefits!

Application Procedure

• To submit an application, please click apply above or below.

• Please attach your résumé and a brief letter of interest.

• No faxes or phone calls.

• Hamilton Families is an Equal Opportunity Employer. Pursuant to the San Francisco Fair Chance Ordinance., we will consider for employment qualified applicants who arrest and conviction records. 


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Racial and socioeconomic achievement gaps persist in our schools today. There is a 26% or greater gap in math achievement between white students and students of color. We believe in the power of STEM to offer opportunities to students who need it most. You can change this by becoming a STEM teacher.

EnCorps STEM Teachers Program’s vision is to realize a day where all students, regardless of socioeconomic status, are inspired and prepared to pursue their dreams. STEM Teaching Fellows transition to teaching careers within 1-3 years with the support of EnCorps training, guest teaching field experience, credentialing guidance, EnCorps cohort and the EnCorps network of schools. When you become an EnCorps Fellow, you are committing to providing access to quality education within low income schools, supporting students who need your mentorship the most.

The EnCorps team will provide guidance as you begin the process to become a teacher and the broad network of fellows provides first hand experience from people who, like you, transitioned into a teaching career.

Fellowship details:


  • Fellows may choose a licensed or non-licensed teaching pathway. If licensed, they will earn their license from a university partner over the course of 4-14 months

  • EnCorps will place you in a local partner school for 1 semester where you will spend 2-5 hours per week as a volunteer Guest Teacher

  • Fellows train online/on-demand and at 3 in-person cohort events each year by participating in enhanced skills preparation workshops

  • Fellows receive extensive support and mentoring from the EnCorps staff, their cohort, and EnCorps’ network of schools

  • With the help of EnCorps, you will develop your unique timeline to become a paid teacher, in as little as 9 months, or 3 years depending on your personal goals.

*Find out more about the timeline and teaching credentials at

Minimum requirements:


  • Have a bachelor's degree 

  • Have at least 1 year of hands-on STEM industry work experience or have an advanced degree in a STEM field*

  • Financial plan to participate in unpaid Guest Teaching Training for one semester

For more specific eligibility and FAQ’s, please see

*Looking for backgrounds in: Accounting, finance, banking, mathematics, statistics, data analyst, computer programmer, IT, coding, product manager, engineering (civil, mechanical, ALL), healthcare, scientific research, biotech, lab work, etc.

Want to empower students and inspire the next generation of STEM leaders? Join EnCorps today!

Fall application deadline: Sept 11, 2020. Apply today at:

See EnCorps through the eyes of a fellow:

 


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Job Description


We are currently seeking an Entry Level Financial Advisor / Registered Financial Advisor Assistant to join our team!


I am looking for someone to GROW with our company!!


You will conduct quantitative analyses of various investment and financial programs.


Responsibilities:



  • Conduct cost analysis on financial programs and operations

  • Determine financial status and analyze forecast results

  • Perform month-end client valuation for assigned funds

  • Research and assess offshore and domestic fund options

  • Resolve accounting errors on a timely basis with documentation

  • Prepare profit and loss models


Qualifications:



  • Series 7 License Preferred or Willing to Obtain

  • 1 Year experience in accounting, finance, or related fields

  • Advanced Microsoft Office skills

  • Strong attention to detail

  • Strong analysis and critical thinking skills

  • Strong Computer Skills



See full job description

Job Description


We are currently seeking an Entry Level Financial Advisor / Registered Financial Advisor Assistant to join our team!


I am looking for someone to GROW with our company!!


You will conduct quantitative analyses of various investment and financial programs.


Responsibilities:



  • Conduct cost analysis on financial programs and operations

  • Determine financial status and analyze forecast results

  • Perform month-end client valuation for assigned funds

  • Research and assess offshore and domestic fund options

  • Resolve accounting errors on a timely basis with documentation

  • Prepare profit and loss models


Qualifications:



  • Series 7 License Preferred or Willing to Obtain

  • 1 Year experience in accounting, finance, or related fields

  • Advanced Microsoft Office skills

  • Strong attention to detail

  • Strong analysis and critical thinking skills

  • Strong Computer Skills



See full job description

Job Description


We are currently seeking an Entry Level Financial Advisor / Registered Financial Advisor Assistant to join our team!


I am looking for someone to GROW with our company!!


You will conduct quantitative analyses of various investment and financial programs.


Responsibilities:



  • Conduct cost analysis on financial programs and operations

  • Determine financial status and analyze forecast results

  • Perform month-end client valuation for assigned funds

  • Research and assess offshore and domestic fund options

  • Resolve accounting errors on a timely basis with documentation

  • Prepare profit and loss models


Qualifications:



  • Series 7 License Preferred or Willing to Obtain

  • 1 Year experience in accounting, finance, or related fields

  • Advanced Microsoft Office skills

  • Strong attention to detail

  • Strong analysis and critical thinking skills

  • Strong Computer Skills



See full job description

Job Description


We are a boutique financial advisory firm in Corte Madera. When you join our team, you will be an integral member of a highly respected advisory firm that has been serving clients across the U.S. for over 30 years. We are deeply committed to partnering with our clients on their journey to financial independence, and our entire team derives enormous satisfaction from the ways in which our work enriches our clients' lives. At the same time, we are equally committed to nurturing and developing our employees, and we foster a collegial atmosphere where smart people work really hard, but also enjoy warm and caring relationships.


We are seeking a focused, smart human being to come into our firm as a Personal CFO Associate. It is a critically important role on the advisory team. You support the firm’s Personal CFOs. Most of the day-to-day responsibilities are detailed below. You’ll be on the front lines of client financial lives. You must have attained or be pursuing your CFP designation.


Summary of the key responsibilities of the position:



  • Execute meeting preparation requirements for client Comprehensive Financial Reviews . Participate in reviews and document client financial concerns, issues and goals as well as address action items resulting from financial review under the direction of the Personal CFO.

  • Maintain for each client relationship all ‘Profiles’ (e.g., Personal, Professional, Financial Position, Protection, Retirement, Tax, Estate, et al.) within the firm’s proprietary CRM.

  • Prepare proposal illustrations specific to protection planning solutions—disability, health, life, and long-term care insurance.

  • Maintain, in collaboration with Personal CFOs, a ‘select list’ for disability, health, life, and long-term care insurance solutions.

  • Prepare Investment Policy Statements (IPS) in collaboration with Portfolio Administrator.

  • Actively monitor in collaboration with Client Administrator CRM ‘Open Activities’ specific to advice development, presentation, and implementation. Present ‘past due’ or priority conflicts to Personal CFO.

  • Maintain for each client relationship a clear and concise ‘Activity History’.

  • Construct and maintain workflow process (e.g., preparation steps for Client Financial Review in firm’s proprietary CRM).

  • Manage client financial documentation storage solution in accordance with compliance requirements.

  • Administer ongoing process for monitoring client progress toward achievement of financial goals.

  • Proactively advocate and manage the effectiveness and efficiency of the firm’s financial planning process (i.e., financial analysis software, financial solution presentation reports, and investment policy statements).

  • Identify process inefficiencies in the development, design and documentation of comprehensive financial advice delivered either through a new client presentation of a comprehensive personal financial plan or as part of an ongoing client financial advisory relationship. Develop efficiency solutions for presentation to General Manager.

  • Identify optimal financial planning software integration and utilization in the development of comprehensive personal financial plans and monitoring of client progress toward achievement of financial goals. Present optimization solutions to General Manager.

  • Promote the effective and efficient utilization of financial plan design and financial review processes and technology adopted by the firm.

  • Promote the optimal application of systems and technology across functions and teams.

  • Promote continuing enhancements to the graphic presentation of financial advice.

  • Actively monitor and research financial product and technology developments specific to the financial advisory profession to support appropriate client advice strategies and business process optimization.

  • Actively pursue continuing education opportunities that promote and reinforce ‘quality of advice’ and ‘quality of firm’ best practices.

  • Promote individual and team adherence to compliance policies and procedures.

  • Adhere to the firm’s cultural values, ethical standards, and professional competencies.


Required qualifications for this role include:



  • Bachelor's degree in Finance, Accounting, Economics or Marketing

  • Must have or be pursuing the CFP designation

  • 2-3 years of financial planning industry experience

  • Understanding of FINRA, NASD, and SEC Rules and Regulation

  • Analytical and research skills

  • Strong computer skills

  • Demonstrated customer service experience


Working as a key member of our advice team, you will enjoy company benefits that include paid vacation, health care, disability insurance, retirement plan and profit sharing, paid professional dues and the opportunity for performance-based incentive compensation.


Company Description

We are a boutique financial advisory firm in Corte Madera. When you join our team, you will be an integral member of a highly respected advisory firm that has been serving clients across the U.S. for over 30 years. We are deeply committed to partnering with our clients on their journey to financial independence, and our entire team derives enormous satisfaction from the ways in which our work enriches our clients' lives. At the same time, we are equally committed to nurturing and developing our employees, and we foster a collegial atmosphere where smart people work really hard, but also enjoy warm and caring relationships.


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Job Description


Looking for self-starter to work alongside top producers and grow business in a securities branch. This amazing team of Financial Planners and CPAs have been working together for decades in a bright, professional environment. Owners are beginning a 5-10 year succession plan to the next generation of advisors. Do you want to be part of that??? Bringing your own book of clients/business is important, even if not large. MUST have 5+ years of experience and hold a Series 7, and/or 66, and/or insurance license. Must be proficient in Word, Excel, PowerPoint, Outlook, RedTail CRM. BranchNet/Clientworks experience a plus. Top dollar for the right person.


Duties Include



  • Preparing and processing forms/documents for clients and supporting advisors

  • Responding to client inquiries and requests

  • Facilitating communication with clients and advisors through on-going mailings, email and phone calls

  • Processing financial transactions

  • Entering data into branch operational and CRM software

  • Recording & monitoring communications with clients and tracking tasks & opportunities using CRM software

  • Maintaining compliance with broker/dealer and regulatory requirements


Requirements:



  • Securities registration – Series 7 & 66 or equivalent.

  • Life & Health Insurance Licensed

  • At least 5 years’ experience in the financial services industry

  • Professional communication skills

  • Ability to multi-task

  • Organized

  • Team-player

  • Proficiency with Social Media (LinkedIn, Facebook & Twitter) and technology, including Microsoft Office, RedTail CRM and other common software programs



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Job Description


Locations: Downers Grove, Arlington Heights, Naperville, Glen Ellyn, Chicago


FINANCIAL PROFESSIONAL


Life is short - Work somewhere extraordinary!
Find purpose guiding others on their journey to be wise with money and live generously by helping them create a financial strategy based on their values and what’s important to them.



As a Thrivent Financial Advisor, you become part of an organization where money is viewed as a tool to help others reach their goals, rather than a goal itself. You’ll help members make the most of their time, talent and treasures, knowing their financial strategies are solid and on track.


 


JOB DESCRIPTION


When you join us, you’ll have the opportunity to establish, grow and manage your business as an independent contractor. You’ll be rewarded for building genuine, long term relationships as you guide members to their goals. With a full range of financial products to offer, you’ll be well equipped to help members:


§ Confidently prepare for a secure retirement.


§ Financially protect their families in the event of illness, injury, aging or death.


§ Fund their kids’ or grandkids’ college education.


§ Create and leave a legacy for the people and causes that matter to them.


§ Thrive, in result of ongoing guidance.


WHAT THRIVENT FINANCIAL OFFERS


At Thrivent Financial, we’ll support your goals and reward your success while giving you the independence to build a business. We want you and your family to feel confident and secure. With us, you’ll enjoy:


§ Unlimited earning potential through a commission and incentive pay structure. Ongoing incentives include those for maintaining, building and strengthening member relationships in addition to product sales.


§ Benefits package that includes medical, dental, vision, disability and accidental death and dismemberment insurance.


§ Unique benefits such as Pension and 401(k) plan, retiree medical plan and generosity benefits such as our gift match program.


§ Ongoing opportunities for training and professional growth.


JOB REQUIREMENTS


§ Obtain state insurance licenses with required lines of authority (life, health & variable contracts) prior to the solicitation or sale of insurance products and obtain and maintain Series 7 and 66; Series 7, 65 and 63; or Series 6 and 63 registrations.


§ Have a satisfactory background check and securities registration and/or insurance licensing verification, if applicable.


§ Have all outside business activity reviewed to ensure no conflicts of interest exist and compliance of regulatory requirements are met.


QUALITITIES THAT WILL HELP YOU SUCCEED


We’re looking for men and women who are:


o Self-motivated, independent, and resourceful.


o Honest, dependable and trustworthy.


o Drive to succeed and are motivated to help others.


o Able to use good judgment to provide solid financial guidance.


o Passionate about living a life of generosity by serving others, not just selling products.


o Bachelor’s degree or equivalent work experience preferred.



See full job description

Job Description


How would you like to have a calendar stocked full of virtual appointments with teachers and public school employees to discuss their retirement and insurance needs?


Appreciation Financial has pivoted into virtual appointments nationwide and we have more appointments available than what we can currently handle.


If you are a licensed agent or advisor struggling through this time period, we can help! This isn't just a "lead program". This is an opportunity to start a business within a business and create a residual six or seven-figure business through our system.


Recognized by Inc. Magazine as one of the fastest-growing private companies in America, and the largest independent agency servicing the retirement and insurance needs of public employees, we have an incredible opportunity to partner up with like-minded people that want to create and own their success.


What we do - Our company works with school districts nationwide. We help teachers and staff with their retirement, insurance, debt, and pension planning. We do this through 3rd party contract relationships we've secured with thousands of school districts and colleges nationwide. If you want to learn more, please respond with your resume to set up an initial phone conversation.


*** PLEASE NOTE: This is a 1099 independent contractor full commission position (commissions, bonuses, incentives, residual income) and Appreciation Financial is a Results-Only Work Environment (ROWE).


Company Description

Appreciation Financial just made Inc. 5000 fastest-growing private companies in the U.S. We are the #1 independent financial service firm that works within the k-12 public school systems across the United States. It is our mission to help people make, save, and protect their money. We do this by helping public employees maximize their pension and supplemental retirement and insurance benefits through education and straightforward planning. We do this with products and services that give clients the clarity, safety, and the guarantees they need.

Appreciation is looking for new team members that share the same values and business principles as us. Please review them before applying with us.

Values:

Drive - Nothing worth having comes easy
Love - Love creates empowerment and value in our people and those that we serve
Fun - Live in the moment - don't take yourself too seriously

What we do:

We help a lot of people
We create life-changing wealth
We get better every day


See full job description

Job Description


COMPANY OVERVIEW:


MassMutual is a global, diversified financial services organization whose companies offer a broad portfolio of asset management and insurance products and services. Since 1851, our objective is to build, promote, and continually innovate a diverse range of financial solutions tailored to meet the long-term needs of our individual, corporate, and institutional clients.


A career with MassMutual means you will be part of an entrepreneurial system that allows you the freedom to provide solutions from a wide range of innovative products, access to powerful sales tools, and a large resource network. It also means you will work alongside exceptional people and be empowered to reach your goals. We invite you to explore the possibilities with MassMutual.


WHAT WE ARE LOOKING FOR:


As a general agency of MassMutual, MassMutual Capitol District is affiliated with one of the nation’s strongest financial institutions. Founded in 1966, MassMutual Capitol District has a current opening for an experienced Financial Advisor/Financial Planner to join our office in McLean, VA but to work Remotely. As an experienced Financial Advisor/Financial Planner, you owe it to yourself to join a team that provides key product and service offerings, sophisticated technology, and a premier investment platform. At MassMutual Capital District, we can take your career to the next level and help you realize your full potential.


MassMutual Capitol District offers an agent centered culture with the freedom, training and support to push the boundaries of your professional development. We place a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects commitment to its Financial Advisors/Financial Planners. You will be fully supported with an open product platform and top of line resources, while you provide the appropriate investment solutions to your clients.


RESPONSIBILITIES:


MassMutual Capitol District is committed to investing in its Financial Advisors/Financial Planners and nurturing team members who embrace the philosophy of developing deep expertise and providing excellent client service. Our collaborative, team-oriented environment results in exceptional opportunities for long term professional development. Your integrity, insights, and interpersonal skills will allow you to support your clients, as they look to reach their investment goals. In doing so, your duties will include:



  • Demonstrating a deep and continued understanding of investment products.

  • Maintaining ongoing communication with clients on financial investment issues and plans.

  • Simplifying complex financial concepts while building rapport and credibility.

  • Introducing clients to a broad range of investment strategies in order to meet their evolving investments needs.

  • Collaborating with multiple business partners to craft an unsurpassed customer experience.

  • Educating clients on ways to better monitor, maintain and handle their investments.


EXPERIENCE:



  • 2+ years’ experience as a Financial Advisor, Financial Services Representative or Financial Planner.

  • Knowledge of the financial services process, related services and client servicing needs.

  • Strong analytical skills with the ability to work with a wide range of professionals, clients and vendors.

  • Strategic thinking with the capability of making high-impact, data-driven decisions.

  • Superior interpersonal, communication and influencing skills.


For immediate consideration, please submit your resume in MSWord or PDF format.


This is a commission-based position. Results-driven compensation and access to a competitive benefits package including medical and dental, life and disability income insurance, and thrift and pension plans are available for qualified Financial Services Professionals.


CRN202206-266246


Company Description

As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), Capitol District is affiliated with one of the nation’s strongest financial institutions. Founded in 1966, MassMutual Capitol District, is known for its excellent reputation within the Washington, D.C. metropolitan area, and has established a record of providing innovative solutions for clients through a broad array of financial planning products and services.

Whether the objective is to design a retirement strategy, prepare for college tuition, protect a family’s quality of life or provide benefits for a business enterprise, our associates play a key role with the people they serve, each other and their community, as a whole.

To learn more about careers at MassMutual Capitol District, please contact us today.


See full job description

Job Description


How would you like to have a calendar stocked full of virtual appointments with teachers and public school employees to discuss their retirement and insurance needs?


Appreciation Financial has pivoted into virtual appointments nationwide and we have more appointments available than what we can currently handle.


If you are a licensed agent or advisor struggling through this time period, we can help! This isn't just a "lead program". This is an opportunity to start a business within a business and create a residual six or seven-figure business through our system.


Recognized by Inc. Magazine as one of the fastest-growing private companies in America, and the largest independent agency servicing the retirement and insurance needs of public employees, we have an incredible opportunity to partner up with like-minded people that want to create and own their success.


What we do - Our company works with school districts nationwide. We help teachers and staff with their retirement, insurance, debt, and pension planning. We do this through 3rd party contract relationships we've secured with thousands of school districts and colleges nationwide. If you want to learn more, please respond with your resume to set up an initial phone conversation.


*** PLEASE NOTE: This is a 1099 independent contractor full commission position (commissions, bonuses, incentives, residual income) and Appreciation Financial is a Results-Only Work Environment (ROWE).


 


Company Description

Appreciation Financial just made Inc. 5000 fastest-growing private companies in the U.S. We are the #1 independent financial service firm that works within the k-12 public school systems across the United States. It is our mission to help people make, save, and protect their money. We do this by helping public employees maximize their pension and supplemental retirement and insurance benefits through education and straightforward planning. We do this with products and services that give clients the clarity, safety, and the guarantees they need.

Appreciation is looking for new team members that share the same values and business principles as us. Please review them before applying with us.

Values:

Drive - Nothing worth having comes easy
Love - Love creates empowerment and value in our people and those that we serve
Fun - Live in the moment - don't take yourself too seriously

What we do:

We help a lot of people
We create life-changing wealth
We get better every day


See full job description

Job Description


How would you like to have a calendar stocked full of virtual appointments with teachers and public school employees to discuss their retirement and insurance needs?


Appreciation Financial has pivoted into virtual appointments nationwide and we have more appointments available than what we can currently handle.


If you are a licensed agent or advisor struggling through this time period, we can help! This isn't just a "lead program". This is an opportunity to start a business within a business and create a residual six or seven-figure business through our system.


Recognized by Inc. Magazine as one of the fastest-growing private companies in America, and the largest independent agency servicing the retirement and insurance needs of public employees, we have an incredible opportunity to partner up with like-minded people that want to create and own their success.


What we do - Our company works with school districts nationwide. We help teachers and staff with their retirement, insurance, debt, and pension planning. We do this through 3rd party contract relationships we've secured with thousands of school districts and colleges nationwide. If you want to learn more, please respond with your resume to set up an initial phone conversation.


*** PLEASE NOTE: This is a 1099 independent contractor full commission position (commissions, bonuses, incentives, residual income) and Appreciation Financial is a Results-Only Work Environment (ROWE).


 


Company Description

Appreciation Financial just made Inc. 5000 fastest-growing private companies in the U.S. We are the #1 independent financial service firm that works within the k-12 public school systems across the United States. It is our mission to help people make, save, and protect their money. We do this by helping public employees maximize their pension and supplemental retirement and insurance benefits through education and straightforward planning. We do this with products and services that give clients the clarity, safety, and the guarantees they need.

Appreciation is looking for new team members that share the same values and business principles as us. Please review them before applying with us.

Values:

Drive - Nothing worth having comes easy
Love - Love creates empowerment and value in our people and those that we serve
Fun - Live in the moment - don't take yourself too seriously

What we do:

We help a lot of people
We create life-changing wealth
We get better every day


See full job description

Job Description


How would you like to have a calendar stocked full of virtual appointments with teachers and public school employees to discuss their retirement and insurance needs?


Appreciation Financial has pivoted into virtual appointments nationwide and we have more appointments available than what we can currently handle.


If you are a licensed agent or advisor struggling through this time period, we can help! This isn't just a "lead program". This is an opportunity to start a business within a business and create a residual six or seven-figure business through our system.


Recognized by Inc. Magazine as one of the fastest-growing private companies in America, and the largest independent agency servicing the retirement and insurance needs of public employees, we have an incredible opportunity to partner up with like-minded people that want to create and own their success.


What we do - Our company works with school districts nationwide. We help teachers and staff with their retirement, insurance, debt, and pension planning. We do this through 3rd party contract relationships we've secured with thousands of school districts and colleges nationwide. If you want to learn more, please respond with your resume to set up an initial phone conversation.


*** PLEASE NOTE: This is a 1099 independent contractor full commission position (commissions, bonuses, incentives, residual income) and Appreciation Financial is a Results-Only Work Environment (ROWE).


Company Description

Appreciation Financial just made Inc. 5000 fastest-growing private companies in the U.S. We are the #1 independent financial service firm that works within the k-12 public school systems across the United States. It is our mission to help people make, save, and protect their money. We do this by helping public employees maximize their pension and supplemental retirement and insurance benefits through education and straightforward planning. We do this with products and services that give clients the clarity, safety, and the guarantees they need.

Appreciation is looking for new team members that share the same values and business principles as us. Please review them before applying with us.

Values:

Drive - Nothing worth having comes easy
Love - Love creates empowerment and value in our people and those that we serve
Fun - Live in the moment - don't take yourself too seriously

What we do:

We help a lot of people
We create life-changing wealth
We get better every day


See full job description

Job Description


Financial Advisor | Investment Advisor Representative| Managing Associate | Financial Professional


Career Changer or Experienced


Ready to take your career and life to new levels of purpose, pride and satisfaction?
Are you looking for a career that will leverage your years of work experience, provide you with the freedom to control your schedule and your income, while making a profound impact in the lives of your clients and your community? As a Financial Services Representative, you will work directly with individuals, business owners, and families to help them secure their financial futures.


Discover a career in a high growth industry that can’t be offshored or outsourced.
By joining MassMutual, Eastern PA, a MassMutual general agency , you can be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results.
We are growing our team of Financial Professionals in Center City, Horsham, Center Valley and Kingston PA and currently looking for a Managing Associate to join our Management Team. Must be a driven, entrepreneurial-minded professional with a pattern of success as an Agent or Advisor in Financial Services, desiring a Management Career Path in the surrounding Horsham market.


Be a part of our winning team, which includes experienced in-house specialist advisors; for you to learn from, collaborate with and partner in meeting the needs of your clients, in areas such as Fee Based Wealth Management, Estate Planning, Business Planning and Financial and Retirement Planning.


Competitive compensation and a full benefits package for qualified individuals.


 


To Learn More, Contact Erica Ng or Visit Our Websites:


Erica Ng, Recruiting Director
https://easternpa.massmutual.com


Company Description

More and more people of diverse backgrounds are seeking careers in the financial services industry.

Diversity isn't a program or a short-term initiative. It's what makes sense because it helps us to effectively reach and serve our customers. We're committed to serving diverse communities in your neighborhood by:
-Welcoming Financial Services Representatives from varied backgrounds, ethnicities, life stages, sexual orientations, and perspectives;
-Contributing to local businesses and social, educational, cultural, arts, and civic organizations;
-Providing quality marketing materials in different languages.

Our recruiting team helps agencies effectively work with and recruit from diverse groups of people, utilizing established strategies, tools, and resources. Once you're onboard, we have a number of programs and tools you can leverage to foster relationships in your community, including:
-Tools and resources, such as culturally specific marketing, advertising, recruiting, and training materials, to build brand awareness and foster financial literacy in distinct cultural and ethnic markets.
-Giving back opportunities such as LifeBridge1, MassMutual free life insurance program for qualified families.

We're looking for a wide array of individuals who come from diverse backgrounds and life experiences. Our dedication to diversity allows us to better serve our customers and community around us.


See full job description

Job Description


Growing and reputable financial services company in Central New York looking for dedicated, experienced, knowledgeable, and trustworthy financial advisor to be able to provide the following duties and responsibilities:
* Commitment to cultivating our client base and building solid relationships with our clientele.
* Education and skills necessary to assess the client's overall financial picture, understand their financial planning goals, and to develop the financial plan that meets their needs, on a consistent basis.
* Strong working knowledge of financial products.
* Strong communication skills needed to work with our team, providers, clientele, and other professionals .
* To be able to network in order to build the client base.
* Leadership skills a must.
* Dedication to compliance with all industry rules and regulations.
* Experienced with MS Office products.
* Want to work with and be a member of a team.
* Self motivated, driven and organized.
* A record of success.
* Education driven and professional.



Financial Advisor requirements and qualifications:
* Bachelors degree in Finance or related field.
* Financial certifications or working toward financial certifications a plus.
* Securities license and life, accident and health insurance license required.
* References required.


 



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Job Description


How would you like to have a calendar stocked full of virtual appointments with teachers and public school employees to discuss their retirement and insurance needs?


Appreciation Financial has pivoted into virtual appointments nationwide and we have more appointments available than what we can currently handle.


If you are a licensed agent or advisor struggling through this time period, we can help! This isn't just a "lead program". This is an opportunity to start a business within a business and create a residual six or seven-figure business through our system.


Recognized by Inc. Magazine as one of the fastest-growing private companies in America, and the largest independent agency servicing the retirement and insurance needs of public employees, we have an incredible opportunity to partner up with like-minded people that want to create and own their success.


What we do - Our company works with school districts nationwide. We help teachers and staff with their retirement, insurance, debt, and pension planning. We do this through 3rd party contract relationships we've secured with thousands of school districts and colleges nationwide. If you want to learn more, please respond with your resume to set up an initial phone conversation.


*** PLEASE NOTE: This is a 1099 independent contractor full commission position (commissions, bonuses, incentives, residual income) and Appreciation Financial is a Results-Only Work Environment (ROWE)


Company Description

Appreciation Financial just made Inc. 5000 fastest-growing private companies in the U.S. We are the #1 independent financial service firm that works within the k-12 public school systems across the United States. It is our mission to help people make, save, and protect their money. We do this by helping public employees maximize their pension and supplemental retirement and insurance benefits through education and straightforward planning. We do this with products and services that give clients the clarity, safety, and the guarantees they need.

Appreciation is looking for new team members that share the same values and business principles as us. Please review them before applying with us.

Values:

Drive - Nothing worth having comes easy
Love - Love creates empowerment and value in our people and those that we serve
Fun - Live in the moment - don't take yourself too seriously

What we do:

We help a lot of people
We create life-changing wealth
We get better every day


See full job description

Job Description


 


The Opportunity:


In support of a growing client base, our Mesirow Wealth Advisors business is seeking Senior Wealth Advisors to lead professional wealth management teams. Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations. With over $6.1B in assets under management, we have earned a reputation for effectively managing our clients’ needs and goals. Wealth management has been Mesirow Financials’ flagship business for over 80 years, built around our trusted advisors, with an average tenure of over 20 years.


The Advisor will work with a team to develop and maintain strong client relationships, providing investment and wealth management solutions. The Advisor should be oriented in building their business with fee-based, discretionary managed portfolios. We are seeking multiple advisors to join our team covering Chicagoland from our downtown headquarters or suburban offices.


Mesirow Financial is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, we are committed to helping our institutional, corporate, and individual clients achieve their objectives. We are proud of Mesirow’s culture of fostering team member engagement, entrepreneurship, and empowerment. Our positive culture, volunteerism, and opportunity for advancement makes Mesirow one of the few employers to be included in both Chicago Tribune’s Top Places to Work and Crain’s Best Places to Work in Chicago.


Responsibilities:



  • Utilize network to build relationships, enhance Mesirow Wealth Advisor and personal brand, and build a pipeline of qualified leads

  • Work with management and/or team to progress leads through pipeline with the goal to onboard them as new clients

  • Analyze financial information obtained from clients to determine goals-based strategies for meeting clients’ financial objectives

  • Implement investment recommendations appropriate for clients

  • Implement financial planning recommendations with client portfolios

  • Monitor financial market trends to ensure plans are effective and identify any necessary changes


Requirements:



  • Minimum of 10 years’ experience working with HNW clientele

  • Established community presence in HNW network and pipeline

  • Highly motivated self-starter with a strong work ethic, positive “can-do” attitude, who is energized by the process of identifying prospective clients and closing new business

  • Strong desire for business development; has HNW contacts and networking capability

  • Managerial acumen and team building experience

  • Bachelor's degree in Finance or similar

  • Series 7 & Series 66 (or 63/65) licensed

  • CFP® designation desirable

  • Exceptional organization, research and time management skills; attention to detail.

  • Strong professional communication skills, both written and verbal

  • Effective and timely management of project multitasking


Support:



  • Access to a Client Service Manager (Sales Assistant)

  • Access to a Wealth Specialist (Financial planning associate)

  • Firm provides supervision, technology and compliance oversight


Benefits:



  • Highly competitive compensation package

  • Medical, dental, life, LTD, etc.



See full job description

Job Description


How would you like to have a calendar stocked full of virtual appointments with teachers and public school employees to discuss their retirement and insurance needs?


Appreciation Financial has pivoted into virtual appointments nationwide and we have more appointments available than what we can currently handle.


If you are a licensed agent or advisor struggling through this time period, we can help! This isn't just a "lead program". This is an opportunity to start a business within a business and create a residual six or seven-figure business through our system.


Recognized by Inc. Magazine as one of the fastest-growing private companies in America, and the largest independent agency servicing the retirement and insurance needs of public employees, we have an incredible opportunity to partner up with like-minded people that want to create and own their success.


What we do - Our company works with school districts nationwide. We help teachers and staff with their retirement, insurance, debt, and pension planning. We do this through 3rd party contract relationships we've secured with thousands of school districts and colleges nationwide. If you want to learn more, please respond with your resume to set up an initial phone conversation.


*** PLEASE NOTE: This is a 1099 independent contractor full commission position (commissions, bonuses, incentives, residual income) and Appreciation Financial is a Results-Only Work Environment (ROWE).


 


Company Description

Appreciation Financial just made Inc. 5000 fastest-growing private companies in the U.S. We are the #1 independent financial service firm that works within the k-12 public school systems across the United States. It is our mission to help people make, save, and protect their money. We do this by helping public employees maximize their pension and supplemental retirement and insurance benefits through education and straightforward planning. We do this with products and services that give clients the clarity, safety, and the guarantees they need.

Appreciation is looking for new team members that share the same values and business principles as us. Please review them before applying with us.

Values:

Drive - Nothing worth having comes easy
Love - Love creates empowerment and value in our people and those that we serve
Fun - Live in the moment - don't take yourself too seriously

What we do:

We help a lot of people
We create life-changing wealth
We get better every day


See full job description

Job Description


How would you like to have a calendar stocked full of virtual appointments with teachers and public school employees to discuss their retirement and insurance needs?


Appreciation Financial has pivoted into virtual appointments nationwide and we have more appointments available than what we can currently handle.


If you are a licensed agent or advisor struggling through this time period, we can help! This isn't just a "lead program". This is an opportunity to start a business within a business and create a residual six or seven-figure business through our system.


Recognized by Inc. Magazine as one of the fastest-growing private companies in America, and the largest independent agency servicing the retirement and insurance needs of public employees, we have an incredible opportunity to partner up with like-minded people that want to create and own their success.


What we do - Our company works with school districts nationwide. We help teachers and staff with their retirement, insurance, debt, and pension planning. We do this through 3rd party contract relationships we've secured with thousands of school districts and colleges nationwide. If you want to learn more, please respond with your resume to set up an initial phone conversation.


*** PLEASE NOTE: This is a 1099 independent contractor full commission position (commissions, bonuses, incentives, residual income) and Appreciation Financial is a Results-Only Work Environment (ROWE).


Company Description

Appreciation Financial just made Inc. 5000 fastest-growing private companies in the U.S. We are the #1 independent financial service firm that works within the k-12 public school systems across the United States. It is our mission to help people make, save, and protect their money. We do this by helping public employees maximize their pension and supplemental retirement and insurance benefits through education and straightforward planning. We do this with products and services that give clients the clarity, safety, and the guarantees they need.

Appreciation is looking for new team members that share the same values and business principles as us. Please review them before applying with us.

Values:

Drive - Nothing worth having comes easy
Love - Love creates empowerment and value in our people and those that we serve
Fun - Live in the moment - don't take yourself too seriously

What we do:

We help a lot of people
We create life-changing wealth
We get better every day


See full job description

Job Description


Financial Advisor | Investment Advisor Representative| Managing Associate | Financial Professional


Career Changer or Experienced


Ready to take your career and life to new levels of purpose, pride and satisfaction?
Are you looking for a career that will leverage your years of work experience, provide you with the freedom to control your schedule and your income, while making a profound impact in the lives of your clients and your community? As a Financial Services Representative, you will work directly with individuals, business owners, and families to help them secure their financial futures.


Discover a career in a high growth industry that can’t be offshored or outsourced.
By joining MassMutual, Eastern PA , a MassMutual general agency , you can be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results.
We are growing our team of Financial Professionals in Center Valley, PA and currently looking for a Managing Associate to join our Management Team. Must be a driven, entrepreneurial-minded professional with a pattern of success as an Agent or Advisor in Financial Services, desiring a Management Career Path in the surrounding Horsham market.


Be a part of our winning team, which includes experienced in-house specialist advisors; for you to learn from, collaborate with and partner in meeting the needs of your clients, in areas such as Fee Based Wealth Management, Estate Planning, Business Planning and Financial and Retirement Planning.


Competitive compensation and a full benefits package for qualified individuals.


To Learn More, Contact Erica Ng or Visit Our Websites:


Erica Ng, Recruiting Director
https://easternpa.massmutual.com


Company Description

More and more people of diverse backgrounds are seeking careers in the financial services industry.

Diversity isn't a program or a short-term initiative. It's what makes sense because it helps us to effectively reach and serve our customers. We're committed to serving diverse communities in your neighborhood by:
-Welcoming Financial Services Representatives from varied backgrounds, ethnicities, life stages, sexual orientations, and perspectives;
-Contributing to local businesses and social, educational, cultural, arts, and civic organizations;
-Providing quality marketing materials in different languages.

Our recruiting team helps agencies effectively work with and recruit from diverse groups of people, utilizing established strategies, tools, and resources. Once you're onboard, we have a number of programs and tools you can leverage to foster relationships in your community, including:
-Tools and resources, such as culturally specific marketing, advertising, recruiting, and training materials, to build brand awareness and foster financial literacy in distinct cultural and ethnic markets.
-Giving back opportunities such as LifeBridge1, MassMutual free life insurance program for qualified families.

We're looking for a wide array of individuals who come from diverse backgrounds and life experiences. Our dedication to diversity allows us to better serve our customers and community around us.


See full job description

Job Description


Step into an exciting and unique opportunity as an Associate Advisor in a growing RIA. You will be in a technical support role to the Lead Advisor, who is primarily focused on developing new business. Your primary responsibility is for the retention of existing client relationships and deepening the relationship.


The position requires an individual who has a thorough knowledge of the financial planning process and who is committed to being part of a warm team culture that delivers a comprehensive client solution. This individual must have strong communication and relationship management skills. They must be reliable, organized, goal oriented, and deadline driven.


You must provide first class service to Lead Advisors, Service Advisors, and Clients. Upon proven ability, this position should lead to a role as a Lead Advisor with equity opportunities.

Position Functions:


Responsibilities will change over time to meet the needs of the practice and can include other duties as assigned by the advisor. Core duties include:

Specific Duties and Responsibilities:



  • As a client concierge, you are responsible for client relationship and retention management, including regular client contact and communication.

  • Data gathering and analysis, development of financial planning recommendations, implementation, and portfolio management.

  • Associates will participate in client meetings, with the Lead Advisor. They will compile meeting notes and task lists.

  • Act as a main point of contact in reaching out to clients to follow up on tasks and requests.

  • Update client financial reports for client meetings, such as planning updates, portfolio changes and reviews, information gathering, portfolio returns and implementing recommendations.

  • Document all client correspondence and interaction in CRM. Ideally, they should contact clients every few months to help deepen the relationship.

  • Comprehensive financial planning, including coordinating of asset management, tax planning, estate planning and risk management.

  • Gather information regarding client finances, prepare reports, letters and other correspondence, as well as complete special projects as appropriate.

  • Assist with tax planning and preparation.

  • Able to convey competence and confidence to clients by providing accurate responses to questions and responding in a timely manner.

  • Build network. Join two or more local community/business organizations, i.e. local country club/golf course, fishing club, book reading club, hunting club, etc.

  • Be coachable and shadow Lead advisor. Learn business development skills to show initiative to move into a Lead Advisor role.


 


Qualifications


Required:



  • Bachelor’s Degree or higher in finance, economics, or a similar field of study.

  • At least 3 years prior work experience in investment planning, financial planning, or tax services.

  • Self-motivated and be able to work independently and as a team.

  • Excellent organizational and time management skills with the ability to handle multiple tasks with a high attention to detail and accuracy.

  • Effective verbal and written communication with advisor/staff and clients.

  • Excellent analytical skills and able to solve problems.

  • High degree of ethical behavior mandatory.

  • Proficient with Microsoft Office applications (i.e. Outlook, Word, Excel).

  • Ability to work in a small-firm environment.

  • Polite and clear phone manners.

  • Desire to grow with the Firm and take on more Lead Financial Advisor responsibilities in the future.


Preferred:



  • CFP® Certification or CFP® Candidate

  • Active securities license 7 and/or 63, 66

  • Experience with tax planning & preparation

  • Experience with Salesforce CRM, Orion, YCharts, eMoney Advisor Planning Software, or Intuit Lacerte


 


Compensation



  • Base salary, depending on experience

  • Medical, dental, vision, and life insurance

  • 401(k) & generous profit sharing

  • Weekly organic fruit delivered to the office

  • Weekly staff lunch


 


***Please provide a resume, three professional references, and cover letter indicating why you would be a great team member.


Company Description

At Johanson Financial Advisors, Inc., we understand that there are few things in life that bring more satisfaction and comfort to an individual than financial peace and security. There is also nothing more troublesome than to be worried about your financial future. This financial harmony can be difficult to achieve with the variable economic disruptions the financial markets can bring. Your financial freedom will come from having your heart and mind free from the worries from those “what-ifs” of life.

We take great pride in taking inventory and assessing your financial situation and goals. We provide a comprehensive plan along with continuous monitoring for your financial independence. Our success is ultimately fulfilled as you come to gain greater clarity and visibility over a brighter future for yourself and your family.

We remain ever grateful for our clients and humbled by their continued confidence in us. We welcome you to explore who we are, why our clients are ecstatic with the results we provide, our core values, and the wide range of services we offer.

We invite you to begin this journey towards financial peace with us at Johanson Financial Advisors, Inc.


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Job Description


What if your next career could change lives? What if you could succeed by helping others succeed? What if you could help Christians connect their faith and finances?


As a financial representative with Thrivent Financial, you’ll have the opportunity to turn these “what-ifs” into a meaningful career.]


Why Thrivent?


We believe money is a tool, not a goal. Our national, membership-owned organization of Christians offers a unique blend of faith, finances and generosity. With a full range of financial products and services, you’ll help people create a strategy that reflects their values, provides for their families and protects their future.


At Thrivent, our financial representatives don’t focus on “selling.” They:



  • Provide financial guidance that connects faith and finances.


  • Help our members be wise with money, live generously and change lives.


  • Strengthen churches or other groups they care about in their community.]



Position Overview


As a Thrivent Financial representative, you’ll:



  • Have the freedom of working independently. You’ll run your own business with support of leaders and mentors.


  • Help Christians meet their financial goals by executing our proven advice sales process with prospective and existing members.


  • Explore with members the many ways their money choices can reflect their values.


  • Help members feel comfortable and confident with their finances.



Successful Thrivent Financial representatives are effective at:



  • Making approaches to get appointments. This is done by leveraging existing relationships, holding workshops and marketing their services.


  • Inspiring others to take action by closing sales through analyses of unique situations. This includes creating a written recommendation based on the member’s needs, budget and goals.


  • Maintaining ongoing relationships with members.



Thrivent has proven systems and processes to give you the support to help you learn how to successfully build these skills.


Getting Started


We’ll provide you with:



  • A comprehensive training program with up to eight weeks of paid training.



  • The opportunity to continue learning and growing through ongoing training and development, including:



    • Sales meetings.


    • Product training.


    • Methods to enhance soft skills.






  • The option to work jointly with seasoned professionals who can mentor you.


     



Support and Incentives


Unique incentives reward you for building authentic, long-term relationships as you guide members to meet their financial goals. Thrivent gives you:



  • Compensation that reflects your efforts and success. That means unlimited earnings potential!


  • The type of comprehensive benefits package you’d expect from a Fortune 500 financial services organization.


  • Opportunities to qualify to attend conferences at premier destinations – domestic and international.



You’ll also receive support* from:



  • Leadership teams in your regional office to assist you with professional development. You’ll also receive ongoing coaching and assistance with prospecting and community visibility efforts.


  • A full suite of marketing tools and resources, including funds to help with marketing and community visibility efforts.



*Fees may be charged.


Position Requirements



  • Obtain and maintain state insurance licenses with required lines of authority (life, health & variable contracts) prior to the solicitation or sale of insurance products.


  • Obtain and maintain FINRA Series 7 and 66; Series 7, 65 and 63; or Series 6 and 63 registrations.


  • Background check.



Company Description

Thrivent Financial is Faith Based not for profit Financial Services organization. Thrivent is a Fortune 300 organization committed to excellence in financial services and caring for others. We also committed to you and your success. When you join our team of financial representatives, you will have the opportunity to follow your own career path and achieve your highest potential both professionally and financially.
Please review our website at www.thrivent.com to learn more about Thrivent.


See full job description

Job Description


Position for financial advisor available to meet tremendous demand for our services. We are looking for a qualified financial advisor with experience in retirement planning. Looking for both top producers as well as service advisors. All leads provided. We generate approximately 1,000 highly qualified new leads per year through radio, live events and referrals. We are a full service retirement planning firm.


Must be willing to work hard, be part of a growing family-oriented team and put the time in needed to be successful. This isn't an easy-going sit behind the desk job. Multiple daily appointments with highly qualified prospects and existing clients. Unlimited income potential for producing advisors and excellent income potential for service advisors that can nurture and grow relationships. This is truly an amazing opportunity.


Looking for individuals that have both an Investment Advisors license and a Texas Life Insurance license. CFP or ChFC preferred or willing to obtain. Have the heart of a planner with experience utilizing investments and fixed insurance products.


In-house support provided for scheduling, processing, marketing, portfolio management and virtually every administrative function of an advisors life. Advisors simply sit with clients and the in-house team supports the advisor.


Requirements:


Series 65 or 66


CFP or ChFC Designation or in the process of achieving designation or willing to achieve within 2 years.


Texas Group 1 Life License or willingness to obtain within 3 months


NOTES:


3 openings.

Additional Salary Information: Salary, Commission, Fee-based and/or Bonus programs available according to Producing or Service Advisor role. Specifics discussed during interview.


About Oak Harvest Financial Group


Registered Investment Advisor managing $170m and Insurance Agency experiencing explosive growth. Oak Harvest offers an incredible opportunity for advisors to grow personally and professionally while making a great living. We require advisors to be complete professionals capable of working extremely hard toward team and personal goals as well as serving the needs of our clients.


Salary:


50,000.00-85,000 base plus commissions and/or recurring fee revenue depending on role.


Type:


Full Time – Experienced


Categories:


Financial Advisor, Insurance Agent / Broker, Investment Advisor


Required Education:


4 Year Degree


Company Description

Financial planning, Investment and Insurance Services Firm.


See full job description

Job Description


Job Snapshot


Full-Time


Base Salary, Commission, Bonus


Insurance, Banking, Wealth Management – Financial Services, Sales –


Insurance, Finance Sales


Job Description


Alliance Financial Group is a full-service financial services firm, with offices throughout the country. Our company is built on a solid foundation of building relationships, introducing tangible products, partnering with our community, and following a process with proven success.


If you have a desire to pursue a meaningful career that offers an integrated life, continuous professional development opportunities, while providing rewards directly in proportion to your efforts, we invite you to explore the opportunity to build your own financial services practice, helping clients, while getting support and resources of a Fortune 250 Company.


We are currently hiring new Financial Representatives to join Alliance Financial Group. We are seeking self-motivated, driven individuals with a strong work ethic to join in a sales capacity and to develop valued client relationships.


Responsibilities include



  • Analyze a client’s financial situation and recommend suitable strategies using appropriate placement of insurance, investment and wealth management tactics

  • Ability to create a sales and marketing strategy for developing new client relationships

  • Develop and foster your own client base

  • Act as an advocate for your clients; having a commitment to enhance, enrich and serve your clients to the best of your ability

  • Prepare and deliver presentations to clients and prospects for business development purposes

  • Attend industry meetings and continuing education sessions as our industry is constantly changing, which provides tremendous intellectual satisfaction and ongoing improvement to your skills


Job Requirements



  • Basic computer skills with Windows and Microsoft Office Suite

  • History of progressive career advancement

  • Demonstrated education and professional development

  • Proven track record of goal achievement

  • Have or can secure a Health, Life 2-15 license


We are committed to a smooth transition of new hires into our firm, and offer a very thorough and extensive new hire training program. We provide individualized coaching and mentoring, allowing your experience to be tailored specifically to your needs. We also provide specialists for joint work opportunities creating a hands-on learning experience.


About Guardian


The Guardian Life Insurance Company of America® (Guardian) is one of the largest mutual life insurers with $7.4 billion in capital and $1.5 billion in operating income (before taxes and dividends to policyholders) in 2016. Founded in 1860, the company has paid dividends to policyholders every year since 1868. Its offerings range from life insurance, disability income insurance, annuities, and investments to dental and vision insurance and employee benefits. The company has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide. For more information about Guardian, please visit our website www.GuardianLife.com. You can also follow Guardian on Facebook, LinkedIn, Twitter and YouTube .


2017-44076 Exp. 7/19


Company Description

We are committed to a smooth transition of new hires into our firm and offer a very thorough and extensive new hire training program. We provide individualized coaching and mentoring, allowing your experience to be tailored specifically to your needs. We also provide specialists of many kinds for joint work opportunities creating a hands-on learning experience. We take a lot of pride in each agent that works with our team.


See full job description

Job Description


How would you like to have a calendar stocked full of virtual appointments with teachers and public school employees to discuss their retirement and insurance needs?


Appreciation Financial has pivoted into virtual appointments nationwide and we have more appointments available than what we can currently handle.


If you are a licensed agent or advisor struggling through this time period, we can help! This isn't just a "lead program". This is an opportunity to start a business within a business and create a residual six or seven-figure business through our system.


Recognized by Inc. Magazine as one of the fastest-growing private companies in America, and the largest independent agency servicing the retirement and insurance needs of public employees, we have an incredible opportunity to partner up with like-minded people that want to create and own their success.


What we do - Our company works with school districts nationwide. We help teachers and staff with their retirement, insurance, debt, and pension planning. We do this through 3rd party contract relationships we've secured with thousands of school districts and colleges nationwide. If you want to learn more, please respond with your resume to set up an initial phone conversation.


*** PLEASE NOTE: This is a 1099 independent contractor full commission position (commissions, bonuses, incentives, residual income) and Appreciation Financial is a Results-Only Work Environment (ROWE).


Company Description

Appreciation Financial just made Inc. 5000 fastest-growing private companies in the U.S. We are the #1 independent financial service firm that works within the k-12 public school systems across the United States. It is our mission to help people make, save, and protect their money. We do this by helping public employees maximize their pension and supplemental retirement and insurance benefits through education and straightforward planning. We do this with products and services that give clients the clarity, safety, and the guarantees they need.

Appreciation is looking for new team members that share the same values and business principles as us. Please review them before applying with us.

Values:

Drive - Nothing worth having comes easy
Love - Love creates empowerment and value in our people and those that we serve
Fun - Live in the moment - don't take yourself too seriously

What we do:

We help a lot of people
We create life-changing wealth
We get better every day


See full job description

Job Description


Summary


Step into an instrumental role in a fast-paced and friendly financial planning office. This position supports advisors in a team practice by working directly with existing clients to provide service and maintain excellent client relationships.


The employing franchise owner will lead you as you hone your skills to support a base of clients which you service. As an AFA, you will be instrumental in creating and delivering a unique client experience that defines and differentiates the practice.


This position will consistently follow high stands of business and professional ethics and regulatory requirements when dealing with others and/or performing work activities.


Duties and Responsibilities


 Serve as a Relationship Manager for an existing group of clients by providing advice and guidance to help clients achieve their goals.


 Help to grow the firm by increasing Assets Under Management (AUM) with existing book (and through organic growth by acquiring new clients).


 Identify financial planning needs and discuss the benefits of comprehensive financial planning with clients.


 Review investment performance of overall portfolios, identify rebalancing needs and provide suitable recommendations aligning with client’s risk tolerance, time frame and goals.


 Provide client relationship support through managing, gathering and analyzing client data, helping prepare financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks, as needed.


 Responds to ad hoc requests and complete other tasks/projects as assigned by the CEO.


Firm Expectations


Employees are expected to exhibit the Core Values of the firm:



  • WOW!

  • Initiative & Effectiveness

  • Resourcefulness

  • Team-Minded

  • High Standards (of Self and Others)


Employees are expected to positively represent the firm to clients, affiliates, and other individuals with whom they come in contact.


Employees are expected to adhere to professional ethical standards that define appropriate treatment of clients, define best practices in the financial services industry, and are specified by the professional groups or agencies governing the issuance of their respective licenses and/or credentials.


Employees areexpected to attend company and/or team meetings as required.


Employees must sign and adhere to the policies contained in the HFG Employee Handbook.


Employees are strongly encouraged to contribute to and participate in the community, in ways consistent with their talents and gifts.


Qualifications


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


Education/Experience


Bachelor’s degree, CFP® Designation, or 4-6 years or more of financial services experience


Licenses and Credentials


FINRA Series 7, Series 66 (or equivalent Series 63 and Series 65)


StateLife, Health and Variable Lines Required


Required pursuit* of CFP® (Certified Financial Planner™) and APMA(SM) (Accredited Portfolio Management Advisor(SM))


  • *Note: CFP® process ma ytake 4-6 years or longer, and first requires obtaining a Bachelor’s degree.

Skills



  • Strong written communication skills.

  • Strong in personand verbal communication skills.

  • High level of customer service, for internal and external customers.High organizational skills, attention to detail and ability to meet deadlines.

  • Ability to maintain confidentiality in all aspects of the job.

  • Ability to work independently with little direct supervision, as well as in a team environment.


Computer Skills


To perform this job successfully, an individual should have a working proficiency and knowledge of the following basic software programs:



  • Microsoft Office Suite: Word, Excel, and Outlook;

  • Web Browsers including Microsoft Edge, Internet Explorer and Google Chrome


Competency must include the ability to become proficient in using software the firm and its broker dealer require.


Language Ability


Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.


Reasoning Ability


Ability to solve practical problems and deal with a varietyof concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.


Work Environment


The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly working in an office setting.The noise level in the work environment is usually quiet to moderate.


This position reports to the CEO / Business Owner



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Job Description


About this Job


We are currently seeking someone to join our team as a Financial Professional. As a Financial Professional, you will:


• 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


 


Qualifications


What it takes to be a Financial Professional


• A four-year college degree is preferred but not required


• Relevant professional FINRA securities registrations


• If you do not have the following, you will be required to attain state life and health licenses, FINRA Series 7 and 66 registrations


• 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


• Must be authorized to work in the United States


• MBA, JD, CFP®, CPA or ChFC, a plus


 


Benefits of working with us


• Compensation you control and a complete benefits package


• Personalized and comprehensive training and support


• Advancement and management opportunities


• A work-life balance


You will receive support that is unparalleled in the industry. To get you up and running, AXA Advisors will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need for the opportunity to succeed.


 


Equitable Advisors is the brand name of AXA Advisors, LLC.


Career opportunities are with AXA Advisors, LLC (NY, NY 212-314-4600) member FINRA/SIPC, an Equal Opportunity Employer M/F/D/V.


AXA 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. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please email us at FPRecruiting@axa-equitable.com. GE-2864248 (01/20) (Exp.09/20)


 


Make AXA Advisors your first choice!


About Equitable Advisors (formerly, AXA Advisors, LLC)


We are a leading provider of financial services for consumers and businesses, with a legacy of helping people look forward with courage, strength and wisdom. We are a broker/dealer and the retail distribution channel for AXA Equitable Life Insurance Company which provides life insurance and annuities to over 2.8 million clients in the U.S. Originally founded in 1859*, Equitable’s mission is to help clients secure their financial well-being by providing advice, protection and retirement strategies to individuals, families and small businesses. Advantage - Who We Are Our company has more than 4,300 dedicated financial professionals in communities all over the U.S. through AXA Advisors, LLC. We consider ourselves challengers, dreamers and go-getters. Our committed financial professionals work alongside clients to deliver expert advice while adapting to their needs so that they can face the future with confidence. As a financial professional, you control your own career. In fact, we work hard to create a culture where you move as fast you’d like, not as fast as you’re told. You will have the opportunity to optimize your interpersonal skills to conduct face-to-face needs analysis with potential clients while developing strategic and trusted long-term client relationships. Together you will guide clients forward with courage, strength and wisdom and support them in making the choices that lead to a fulfilled life. *The reference to 1859 founding refers exclusively to AXA Equitable Life Insurance Company. AXA Advisors, LLC member FINRA/SIPC, serves as the introducing broker/dealer and LPL Financial, member FINRA/SIPC, serves as the clearing broker/dealer for brokerage accounts. AXA Advisors, LLC serves as an investment advisor and LPL Financial serves as the principal sponsor, an investment advisor and the broker/dealer for the LPL Financial investment advisory programs offered through AXA Advisors Financial Professionals. AXA Advisors and its Financial Professionals are unaffiliated with LPL Financial. Annuity and insurance products offered through AXA Network, LLC. Equitable Advisors is the brand name of AXA Advisors, LLC (member FINRA, SIPC), an equal opportunity employer- M/F/D/V. AGE-2991216 (03/20) (Exp. 03/22)



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Job Description


Make an impact – starting with your own life.
This is an entrepreneurial career move that could redefine everything


You know that restlessness you feel? Perhaps it’s an inner voice coaxing you to step into life more boldly. Build something. Do something meaningful. Be in control of your own life. It may be your inner entrepreneur calling to be released.


What if it were possible to do all of those things at once: to build something, to have deep impact on the world around you, and to have greater control over the course of your life?


It is in fact possible, and it’s happening throughout our firm. You, too, can make the career move that may redefine every relationship in your life: from your personal relationships to your relationship with your work and your finances.


If you’ve considered business ownership, then start your business with us
As a Financial Advisor, you will work directly with individuals, small business’ and families to help them navigate through and secure their financial future. The work you do is both of value, and aligns with the values we share with you:



  • Make an impact on people’s lives, and the communities you care for by providing paths to financial stability and peace of mind

  • Follow a well-defined career path that integrates education with mentorship and teaming opportunities

  • Benefit from a culture of innovation that embraces growth and the changes that come with it ‐ Enjoy transparency, honesty and clarity as the fundamental ingredients of partnership

  • Have a voice – your contributions and input matter

  • Experience the power of flexibility – and the freedom to design your work and your life the way you envision


How will you build your business?



  • Establish networks and cultivate referrals

  • Develop and maintain long-term relationships with clients

  • Provide financial solutions through fact gathering and needs analyses

  • Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates

  • Training and development programs that are top in class to get you of to a fast start


Who do you need to be?



  • A strong relationship-builder who takes a client-first approach

  • A connector with people, a connector of people

  • A dedicated person: independent, self-motivated and goal oriented


Who we are:


A holistic financial planning company with an extensive history and the energy of a startup. Our Financial Ratings and awards are among the highest in any industry.



  • Named a World’s Most Ethical Company by Ethisphere Institute for 7 straight years

  • Named Working Mother Media 100 Best Company (2017)

  • Ranked 89 on the esteemed 2020 FORTUNE 500 list

  • $567 Billion in assets under management

  • Score of 100 on the Human rights Campaign Corporate Equality Index (2018)


Income Growth Opportunity:
2019 Average Earnings



  • Top 25 $2,379,642

  • Top 100 $1,303,536

  • Top 250 $896,473

  • Top 500 $666,313


Comprehensive Benefits



  • Incentive and financing program - Commission driven not commission only

  • Study materials and licensing

  • 401k and pension plan

  • Life and disability insurance

  • Medical Insurance, Dental and Vision


 


Company Description

Living Mutual has always been at the core of our human existence, and it’s the principle that’s guides us since our founding in 1851. It’s not a concept that we invented, but one we champion for the simple reason that people take it for granted today. We’ve had a single purpose from the beginning: to help people secure their future and protect the ones they love. More than 160 years later, that commitment remains our guiding principle. It’s behind everything we do and every decision we make. It’s how we continue to deliver products and services to help our policyowners and customers achieve their financial goals and protect those who matter most.


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