Annuity, Insurance and Financial Advisor Sales - No Prospecting 100k-350k

Parcion Private Wealth is looking for a dynamic leader to help our firm execute on its promise to help clients reach their goals and aspirations. We are seeking an experienced Senior Family Wealth Advisor to join our firm. Our ideal candidate is a highly motivated team player that exemplifies our firm’s Core Values. This is your opportunity to play a critical role in the future success of a fast-growing Registered Investment Advisor (RIA) and boutique virtual family office. Our mission at Parcion is to champion wealth creators, entrepreneurs, innovators, and their families by guiding them through life-changing liquidity events and helping to maximize the positive impact they have on their communities and the world. If you have a relentless, burning desire to succeed, and share our vision, then we would love to hear from you! Responsibilities: Serve as a relationship manager for assigned clients, driving the implementation of recommendations in the four main areas of advanced planning: Wealth Enhancement, Wealth Transfer, Wealth Protection and Charitable Giving Work closely with Advanced Planning Team and Client Service Team to ensure excellent client service Act as primary point of contact for clients and their other trusted advisors Lead the preparation of assigned prospect proposals and client review presentations Participate in all client review meetings and present/discuss cash flow models and advanced planning topics Utilize CRM to capture notes and instructions for the team following meetings and calls; delegate tasks, as needed Assist Advanced Planning Team with cash flow modeling for clients Continually build strong relationships with assigned client families Comply with all industry rules and regulations along with firm policies Be a team player Requirements Bachelor's degree Strong financial planning literacy and 5+ years of experience in a client-facing financial advisory role at a broker dealer or RIA Series 65 or equivalent CERTIFIED FINANCIAL PLANNER™, CFA®, CIMA® or other relevant designation Experience with advanced planning techniques including: donor advised funds, foundations, 529 accounts, purpose and non-purpose lending solutions, life insurance, property and casualty insurance, health insurance Knowledge of fundamental estate planning tools and techniques Experience delivering fundamental asset management tools and techniques Excellent communication and presentation skills, and the ability to articulate complex ideas to a variety of audiences Excellent time management skills and follow-through The ability to work closely with our clients’ team of external advisors, including their estate planning counsel, personal/business tax professional, insurance professionals, etc. Acute attention to detail and accuracy, commitment to quality, and laser focus on client satisfaction Exceptionally high emotional intelligence, personal integrity, and accountability Enthusiasm and aptitude for learning A can-do, problem-solving attitude and a collaborative, warm and upbeat personality Preferred Qualifications: Experience providing advice or guidance to privately held business owners/families Life and Disability Insurance license Experience with Salesforce, Orion, Wealthscape, EMoney, and/or MindManager software Benefits Additional Details, Benefits, and Perks: Full-time position / exempt status Competitive salary and incentive bonus structure Full benefits package including generous paid time off, health, dental, vision, life, disability, and 401(k) Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance 401(k): 100% company match up to 3% of your annual pay Paid Time Off: Starting at 15 days per year, with PTO accrual program. Career + Professional Development: training/certification/licensing/dues reimbursement, internal development planning, executive coaching and ongoing development programs. Parking available Wellness reimbursement Regular team off-sites, events, including an annual team retreat Access to Parcion Family Office Network vendors and preferred pricing discounts Salary Range $185,000-$250,000 In terms of salary expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base salary typically is within the range posted, plus an annual bonus and a generous benefits package, but it can be higher for candidates with additional experience and/or designations. 11980 NE 24th St, Suite 210 Bellevue, WA 98005 www.parcionpw.com Parcion Private Wealth provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, or genetics. In addition to federal law requirements, Parcion Private Wealth complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Parcion Private Wealth expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Parcion Private Wealth’s employees to perform their job duties may result in discipline up to and including discharge.

Kestra Financial Independent Advisor is seeking a talented Financial Planning Specialist to join our team. In this role, you will support our financial planners by conducting in-depth financial analysis, preparing comprehensive financial plans, and providing valuable insights that assist clients in achieving their financial goals. You will collaborate with advisors and clients to develop tailored strategies, ensuring our clients receive exceptional service and advice. Key Responsibilities: Analyze clients' financial situations, investment portfolios, and goals to provide tailored planning recommendations. Prepare and present detailed financial plans, including retirement, tax, and estate planning strategies. Stay updated on market trends, financial products, and regulatory changes to provide accurate and relevant advice. Work collaboratively with team members to support client communications and ongoing relationship management. Assist in the development of educational materials and seminars for clients. Requirements Bachelor’s degree in finance, economics, or a related field. Minimum of 3-5 years of experience in financial planning or a related advisory role. CFP certification or in progress is preferred. Strong analytical and problem-solving skills with a keen attention to detail. Excellent communication and interpersonal skills to build relationships with clients and team members. Proficient in financial planning software and Microsoft Office Suite. Benefits Competitive base salary with performance-based bonuses. Comprehensive health, dental, and vision insurance. 401(k) plan with company match. Professional development opportunities, including continuing education reimbursement. A collaborative and client-focused work environment.

Bergenn Financial Group is an independent financial planning & investment management firm in West Hartford, CT. We have a customer-centric, modern, and inclusive work environment. Your role as an Associate Financial Advisor at Bergenn Financial Group is to manage relationships with clients, ensuring that they are receiving the highest level of customer service in line with our client service model. Growth opportunities are available to advisors who develop new business. Essential Duties and Responsibilities Supports Lead Advisor on book of business, including managing client needs regarding service, asset allocation, case design, and financial planning Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews Manage data and plans in financial planning software (eMoney Advisor) Responsible for client meeting preparation and follow-up, including assembling requisite paperwork, account reviews, report generation, and meeting documentation Identify sales and asset retention opportunities, including viable alternatives when traditional solutions may not apply Deepen client relationships and establish credibility and rapport both in person and via phone Clearly articulate complex concepts to customers Proactively communicating with clients and following up on all contacts assigned Ability to manage and prioritize multiple competing priorities daily in pursuit of business objectives Active engagement in marketing and sales efforts on behalf of the firm; not required to build own book of business Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork Other duties as assigned Knowledge, Skills, and/or Abilities Strong understanding of the financial services industry and diverse investment products Basic computer skills (Outlook, Word, Excel, and PowerPoint) are essential Proficiency in eMoney Advisor financial planning software is strongly preferred Excellent communication skills, both verbal and written Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once Ability to build relationships with clients and internal partners and influence others Requirements Experience The ideal candidate will have 2+ years of experience in the financial services industry with a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, ETFs, mutual funds, annuities, insurance, and managed accounts. The ideal candidate should have some clients for whom they are the advisor of record. Certificates, Licenses, Registration Series 7 & 66 or 7, 63 & 65 Life & Health licenses prefered but not required. Benefits Paid time off Retirement Plan with Matching Contribution Group life and disability are available

Unleash Your Potential as a Financial Advisor: Join Our Elite Team Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? Do you hold an active Health and Life insurance license and aspire to achieve even greater heights in your financial planning career? If so, we have an exceptional opportunity that's tailor-made for you! Why Us? We're not offering you a job; we're providing you with a pathway to career fulfillment and financial success. What sets us apart is our unique synergy with our estate planning sister organization. This partnership ensures that our Agents and Advisors engage with clients who are already in a planning mindset. Say goodbye to the relentless grind of prospecting, as we provide you with a steady stream of qualified, pre-set appointments. We're not looking for an army of Agents; we're only seeking 1 or 2 Agents and Advisors per state. This exclusivity guarantees that you have the opportunity to achieve financial success. (Please note that you must reside in the state for which you are applying.) The Opportunity (Must Live in the State You Are Applying For) As a Financial Advisor specializing in Annuity sales, you'll experience a career transformation like no other. Picture stepping into an environment where: Pre-engaged Clients: You'll engage with clients who are ready to discuss their financial futures, making every interaction purposeful and rewarding. Lucrative Commissions: Our commission structure is designed to reward your hard work and dedication generously. With our support, you'll have the potential to earn a strong six-figure income. Unparalleled Support: We're here to set you up for success. You'll have a dedicated appointment scheduler, a comprehensive product portfolio, and a full back-office support team. This ensures that you can spend your valuable time doing what you do best—being in front of clients. Growth & Impact: Our growth opportunities are unmatched. If you're a proven producer ready to redefine your career in financial planning, we're eager to connect with you. You won't just be another Advisor; you'll be a vital part of our elite team, making a real impact on clients' financial futures. Are you ready to embrace a career that guarantees you a steady flow of qualified clients, robust support, and a substantial income potential? If you're a talented Financial Advisor with a passion for Annuity sales, we want to hear from you. Join our elite team and redefine your path to success in the world of financial planning. Requirements To be considered for this exciting opportunity, you must: Hold an active Health and Life insurance license. Have a Series 65 license or be willing to obtain it within 90 days (Or have an Active Series 7 & 66 or ChFC designation). Clean U4 record (if currently registered). Must live in the State you are applying for! Enjoy Face to Face meeting with the Clients in their home. Proven sales ability with a track record of successful sales using a needs-based approach. Proficiency in Microsoft Office, including Outlook, Word, Excel, and PowerPoint. Travel (within your home state) and willingness to meet with qualified clients. Benefits As a Senior Market Financial Planner with us, you will enjoy the following benefits: 6-Figure Earning Potential thanks to our generous commission structure and a steady stream of qualified clients. Dedicated Appointment Setter who will schedule 10-12 appointments per week, ensuring you have ample opportunities to meet with potential clients. Dedicated Case Manager who will work with you to design the perfect financial plan for your clients and handle all the necessary paperwork, allowing you to focus on what you do best - providing expert financial advice. Ability to manage your own schedule to create personalized financial solutions for your clients while maintaining your work/life balance. Access to a wide range of high-quality providers and financial products that cater to the unique needs of our existing client base throughout their retirement years.

Kijowski Investments | In-Person | Full-Time Salary: Competitive, Based on Experience Who We Are At Kijowski Investments, we offer customized financial planning and investment management tailored to each client’s goals. We believe in building long-term relationships founded on trust, integrity, and proactive communication. Our structured approach helps clients feel secure about their financial future—and keeps us focused on delivering results. We are growing and looking for a Financial Advisor who’s ready to grow with us. For the right person, this role offers a clear succession plan, including the opportunity to purchase the practice. The Role This is a client-facing role where you’ll manage relationships, create comprehensive financial plans, and guide clients through every stage of their financial journey. You’ll also be an important part of our long-term succession planning, with a path toward taking over the practice. We’re looking for someone who is persuasive, makes an immediate positive impression, and demonstrates unwavering integrity in everything they do. Success in this role requires someone who can communicate complex financial strategies in a way that makes clients feel confident and cared for. You’ll need to take initiative, manage competing priorities, and perform well under pressure—especially when dealing with high-net-worth clients who expect excellent service. If you’re someone who thrives on helping people and takes pride in delivering personalized financial solutions, you’ll find a great fit here. Key Responsibilities Lead client review meetings and present financial strategies with clarity and confidence. Develop and manage customized investment portfolios aligned with client goals. Drive client acquisition through referrals and firm-led seminars, using a consultative sales approach. Build lasting client relationships by delivering consistent service and following up on key action items. Participate in business development efforts and support the long-term succession plan of the firm. Utilize Redtail CRM, Orion, and other platforms to manage client interactions and portfolio strategies. What We’re Looking For You’re a strong communicator who knows how to listen first and speak with purpose. You make a great first impression and can quickly build rapport and trust. You’re proactive, not reactive, and you take pride in managing your time and responsibilities effectively. You stay cool under pressure and are always learning—because you know our industry never stands still. The six most important qualities we’re looking for: Persuasive Communication: You know how to influence decisions through thoughtful, client-centered conversations. Impact: You command attention and respect from the first interaction. Integrity: You operate with honesty and uphold ethical standards in every relationship. Presentation Skills: You’re confident when presenting to individuals or groups, tailoring your approach to their needs. Initiative: You take action to move things forward, without waiting for direction. Time Management: You plan your day and prioritize tasks effectively, focusing on what matters most. If this sounds like you, we want to talk. Ready to Take the Next Step? If you’re ready to make an impact and grow your career with Kijowski Investments, submit your resume and a cover letter that tells us why you’re a great fit. This is more than a job—it’s your opportunity to lead, grow, and build a lasting legacy.   Requirements Series 7 and Series 63 required. Series 65/66 and CFP® a plus. 3-5 years of experience in financial advising or wealth management. Experience with Cambridge broker-dealer systems, Redtail CRM, and Orion is helpful. Strong knowledge of financial planning, investment strategies, and wealth management best practices. Benefits Compensation & Schedule Schedule: Monday - Friday | 9:00 AM - 5:00 PM Location: In-office Compensation: Competitive salary based on experience Growth Opportunity: Clear path toward practice ownership and leadership

Company Description: Veracross provides SaaS-based School Information Systems (SIS) designed to meet the specific needs of independent K-12 schools worldwide. Our one-record solution combines the power of a fully integrated single-record database, personalized communication tools, and an elegant architecture that is unique in our industry. We are a growing, values-led community of 350 employees in the US, UK and Australia who share a vision to unify school communities, improve the quality of education, and enhance learning. And we’re succeeding! As of early 2024, we are supporting 3200+ schools in 60 countries. Veracross is five product brands in one global tech company Veracross SIS is a one-person, one-record school management platform Magnus Health provides cloud-based Student Health Record (SHR) solutions Digistorm connects with their communities through Digistorm Websites, Digistorm Funnel, and Digistorm Apps. Epraise incentivizes student well-being and connects teachers, students, and families. Firefly provides an online learning space for students and teachers Role Summary: As a Student Billing Product Manager, you will lead the strategy and execution for the Veracross student billing platform, which supports K–12 private schools in managing tuition, fees, and family payments. You'll work closely with customers, internal stakeholders, and cross-functional teams to deliver user-centric billing solutions that enhance both operational efficiency and the family payment experience. Key Responsibilities: Lead product strategy, planning, and execution for the student billing platform Define and prioritize product roadmap and requirements through market research and customer discovery Collaborate with UX, engineering, and business teams to deliver intuitive, compliant, and scalable billing features Analyze and respond to stakeholder feedback, usage data, and business metrics to guide product decisions Ensure regulatory compliance and reduce billing/payment risk exposure Optimize user experience for school business offices and families making payments Track KPIs, report on product performance, and adapt strategy based on measurable impact Support customer success, GTM, and support teams with training and documentation Drive continuous improvement across billing workflows, integrations, and automation Requirements 7+ years in product management, including at least 2 years managing financial or billing products Experience with student billing, accounts receivable, tuition management, or related fintech platforms Bachelor’s degree in Business, Accounting, Finance, or a related field; MBA or equivalent a plus Strong understanding of SaaS product development lifecycle Experience with ERP or financial systems (e.g., Blackbaud, FACTS, TADS, Veracross, or similar platforms) Exceptional communication, stakeholder management, and collaboration skills Analytical mindset with a focus on measurable product outcomes Passion for improving the education experience for schools and families Bonus Points Experience working in a K–12 school business office or with independent schools Familiarity with family engagement and financial aid platforms Background in fintech, payment processing, or compliance Knowledge of global payment standards and cross-border transactions Experience with machine learning and automation in billing or finance What You’ll Impact Deliver user-friendly billing experiences that build trust with families Enable business offices to work more efficiently and accurately Help schools improve cash flow and reduce administrative burden Support cross-functional efforts around compliance, fraud prevention, and customer support Contribute to the financial health of educational institutions and the satisfaction of their communities Benefits 3 weeks of vacation per year 14 paid holidays per year (including the week off between Christmas and New Year's Eve) 56 Hours of paid sick leave annually Top tier benefits - Medical, Dental & Vision (Blue Cross Blue Shield & EyeMed) Veracross LLC Fidelity 401(k) Plan - Managed by Sentinel Benefits Salary at Veracross is determined by a variety of factors including, but not limited to: business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience. The compensation range for this position is $110k to $150k (annualized USD) in addition to potential bonus. We value the power of an inclusive culture and a strong sense of belonging. We seek to infuse diversity and inclusion in everything we do while promoting a culture where differences are embraced as strengths; opportunities are equal and accessible; consideration and respect are the norm; and all team members are supported in reaching their full potential.