United States Financial Planning Job Listings

Kestra Financial Independent Advisor

Financial Advisor

Cranbury, NJ, USA

New Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career in the financial industry and work with a dynamic group of professionals. In this role, you will be responsible for helping clients to manage their financial assets, develop investment strategies, and achieve their financial goals. We are seeking someone who is passionate about the financial industry and has a strong desire to help clients achieve their financial objectives. Responsibilities Develop customized financial plans to help clients achieve their financial goals Manage investment portfolios and monitor market trends and economic conditions Provide financial advice to clients on a wide range of issues, including retirement planning, tax planning, and estate planning Actively participate in business development activities to build new client relationships and expand the Firm’s network Deliver exceptional client service, including organizing client meetings, answering client questions and concerns, and ensuring prompt resolution of any issues Stay abreast of industry trends and new developments, and leverage industry knowledge to help clients make informed decisions Partner with other members of the New Century Investor Services team to ensure successful outcomes for clients Requirements Bachelor’s degree in finance, accounting, economics, or a related field preferred but not required Minimum of 2 years of experience in the financial industry Certified Financial Planner (CFP®) certification preferred but not required Excellent communication and interpersonal skills Strong analytical and problem-solving skills Ability to work in a fast-paced, dynamic environment and manage multiple projects simultaneously Detail-oriented with a high degree of accuracy and able to stay organized even with a high volume of work

Negotiable Salary

Financial Advisor | Proven System, Unlimited Income Potential63499965221249121

United Placement Group

Financial Advisor | Proven System, Unlimited Income Potential

Macon, GA, USA

Senior Market Financial Advisor – Make a Lasting Impact on Clients' Futures Are you a self-motivated and experienced Insurance, Annuity, and Financial Planning Professional? Join our team to elevate your career and make a significant difference in the financial well-being of your clients. We’re seeking skilled advisors with a proactive mindset and a commitment to excellence. Why Join Us? We offer a unique advantage through our synergy with an established estate planning organization. This partnership provides you with qualified clients already in a planning mindset, enabling efficient, impactful interactions and exceptional outcomes. Streamlined Client Engagement: Work with pre-qualified clients who are ready to make informed financial decisions. Tailored Solutions: Collaborate with our case managers to deliver personalized financial plans. Guaranteed Success: Leverage the strength of our collaboration to exceed client expectations and drive success. What We’re Looking For To ensure we’re building a team of top-tier professionals, we’re seeking candidates with the following qualifications: Active Life Insurance License (required). At least 2 years of experience with fixed annuities (required). Active Series 65, ChFC, or Series 7/66. Clean U4 if currently registered. Advanced communication, sales, and interpersonal skills. Proficiency in Microsoft Office. Ethical judgment, prioritizing client interests at all times. Willingness to travel to meet with clients (occasional overnight stays). What We Offer As a Senior Market Financial Planner, you’ll enjoy unparalleled support and benefits, including: Six-Figure Earning Potential: Generous commission structure and steady stream of qualified clients. Pre-Set Appointments: Dedicated appointment setters schedule 10-12 weekly client meetings. Dedicated Case Manager: Focus on providing expert advice while we handle paperwork and plan design. Flexibility and Work-Life Balance: Manage your own schedule while delivering exceptional client service. Diverse Product Offerings: Access to top-tier financial solutions tailored to the unique needs of clients during their retirement years. Take the Next Step If you’re ready to join a collaborative team that values excellence and empowers you to succeed, apply now and become part of a transformative partnership in financial planning. Together, we’ll redefine client success and secure their financial futures. Benefits (Must Live and be licensed in the State Your applying for)

Negotiable Salary

Kestra Financial Independent Advisor

401(k) Specialist

Avon, CT, USA

Kestra Financial Independent Advisor is looking for a knowledgeable and detail-oriented 401(k) Specialist to join our team. In this role, you will be responsible for managing and administering 401(k) plans for our clients, ensuring compliance with regulatory requirements and providing excellent service to plan participants. You will work closely with clients to tailor solutions that meet their retirement needs, educate employees about their options, and assist with any inquiries related to their 401(k) plans. A strong understanding of retirement plan regulations and the ability to navigate complex financial concepts will be essential for success in this position. You will also collaborate with internal teams to deliver contributions and distributions accurately and on time, all while maintaining a client-focused approach. If you are passionate about helping others plan for their financial future and possess a meticulous attention to detail, we would love to hear from you! Responsibilities · Oversee and manage 401(k) plans for clients to ensure compliance with ERISA and IRS regulations · Provide education and communication to plan participants regarding their benefits and options · Assist with plan documentation, reporting, and recordkeeping · Respond to client inquiries and resolve issues related to plan administration · Monitor plan performance and make recommendations for improvements · Stay updated on regulatory changes impacting retirement plans and communicate relevant information to clients · Work collaboratively with compliance and accounting teams to ensure accuracy in plan management Requirements Bachelor's degree in finance, business, or a related field preferred Minimum of 2 years of experience in 401(k) plan administration or similar retirement plan experience Strong understanding of ERISA, IRS regulations, and compliance issues related to 401(k) plans Excellent communication and interpersonal skills Detail-oriented with strong analytical and problem-solving skills Proficient in Microsoft Office Suite and retirement plan recordkeeping systems Ability to work independently and manage multiple priorities effectively Benefits Paid Holidays and Paid Time Off Retirement plan with employer match Retirement Plan (401k, IRA) Paid Time Off (Vacation, Sick & Public Holidays) Training & Development

Negotiable Salary

Financial Advisor / CFP - Baltimore, Maryland63499919343361123

Kestra Financial Independent Advisor

Financial Advisor / CFP - Baltimore, Maryland

Baltimore, MD, USA

About Us: Melnick Rosenbaum Wealth Management is a leading independent advisory firm based in Timonium, Maryland, known for delivering personalized financial strategies to individuals and businesses. We prioritize a collaborative, client-centric approach, fostering a supportive environment where innovation and excellence drive our success. For more information, check out our website- www.melnickrosenbaum.com. Role Overview: We are seeking a career-oriented Service Advisor to join our team. The position is the second of four levels in our career path and plays a key role in supporting our lead advisor/owner, managing client portfolios, and enhancing client relationships. This position offers a clear career path with opportunities for growth, including potential participation in ownership. Key Responsibilities: · Develop comprehensive financial plans using eMoney. · Prepare reports and illustrations for client meetings. · Participate in client meetings to provide real-time support and take notes. · Design and manage portfolios, including trading, rebalancing, and tax management. · Maintain and update CRM platforms (Redtail or similar). · Create proposals and conduct product and account analysis. · Coordinate with the service team to ensure timely and accurate task execution. · Communicate with clients to address their needs and inquiries. Qualifications: · 3-5 years of experience in financial services. · CFP designation and Series 7 and 66 or 65 licenses required. · Bachelor’s degree, preferably with a GPA above 3.3. · Proficiency in financial planning software (eMoney, Money Guide Pro, Morningstar). · Experience with CRM platforms (Redtail or similar), MS365, and Excel. · Strong organizational skills, a team-oriented mindset, and a passion for financial services. Compensation & Benefits: • Competitive salary ranging between of $100,000 and $130,000 depending on experience, credentials, and ability to take on secondary responsibilities. There is also a discretionary bonus meant to share the success of the firm and individual achievements. • Comprehensive benefits package including 401k, life, health, and disability insurance. • A defined career path with growth opportunities and potential ownership potential. Why Join Us? This is a unique opportunity to advance your career in a thriving independent firm. We value ambition, teamwork, and a commitment to excellence. If you are a driven professional ready to make a difference, we want to meet you. Application Instructions: To apply, please send your resume and a cover letter or email to Brian@melnickrosenbaum.com. Join us and take the next step in your financial advisory career!

$100,000-130,000

Bill Good Marketing

Financial Advisor

Pittsburgh, PA, USA

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

Negotiable Salary

Annuity, Insurance and Financial Advisor Sales - No Prospecting 100k-350k63499814620291125

United Placement Group

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

Tuscaloosa, AL, USA

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.

Negotiable Salary

Financial Advisor (Family Advisor)63499806272769126

Parcion Private Wealth

Financial Advisor (Family Advisor)

Bellevue, WA, USA

Parcion Private Wealth is looking for a dynamic teammate to help our firm execute on its promise to help clients reach their goals and aspirations. We are seeking an experienced Family Advisor to join our firm. Our ideal candidate is a highly motivated team player that exemplifies our firm’s Core Values of Integrity, Dedication, Teamwork, Impact, and Opportunity. This is your chance to play a critical role in the future success of a fast-growing Registered Investment Advisor (RIA) and boutique virtual family office. We partner with business owners and their families to unlock the true potential of their wealth. We show them how to take care of the people they love for generations and help them get clear, thinking bigger about what’s next, keeping more of what they’ve built for themselves, their family and the causes they care about. If you have a relentless, burning desire to succeed and share our vision, we would love to hear from you! Responsibilities: Serve as a project 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. These include: Wealth Enhancement Cash Flow Planning Education Planning Asset Management Lending Solutions Life Insurance Family Meetings Health Insurance Work closely with Sr. Family Advisor and Service Team to ensure excellent level of service Be main point of contact for clients and their trusted advisors Internally lead the preparation of all prospect proposals and client review presentations Participate in all client review meetings and present/discuss advanced planning topics Take detailed notes and instructions for the team following meetings and calls; delegate tasks, when needed Prepare proprietary reports for clients on an individualized basis Assist Financial Planning Department with cash flow modeling for clients Build strong relationships with assigned client families Comply with all industry rules and regulations along with Firm policies Requirements Required Qualifications: Strong financial planning literacy and 3-5 years of experience in a client-facing financial advisory role at a broker dealer or RIA Series 63, 65, and/or 66 Experience with various advanced planning tools and techniques including: donor advised funds, foundations, 529 accounts, purpose and non-purpose lending solutions, life insurance, property and casualty insurance, health insurance Knowledge on fundamental estate planning tools and techniques Knowledge on 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 CERTIFIED FINANCIAL PLANNER™, CFA®, CIMA® or other relevant designation strongly preferred Life and Disability Insurance license Prior 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 $88,000-$150,000 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.

$88,000-150,000

Financial Advisor | Series 65, ChFC, Series 7/66 | Pre-Qualified Clients63499796599171127

United Placement Group

Financial Advisor | Series 65, ChFC, Series 7/66 | Pre-Qualified Clients

Johnson City, TX 78636, USA

Senior Market Financial Advisor – Pre-Scheduled Appointments | Six-Figure+ 📍 Must reside in and be licensed for the state you’re applying in 📍 Minimum 2 years of fixed annuity sales experience required 💼 Serious Advisors Only – No Cold Calling, No Prospecting If you’re an experienced financial advisor, annuity expert, or insurance professional looking to eliminate cold outreach and close high-value business with ready-to-act clients—this is for you. We partner with a well-established estate planning organization to provide 8–12 high-quality, pre-scheduled appointments every week. These are warm, high-intent seniors and retirees already engaged in planning—no more chasing leads or dead-end conversations. 🚀 Why Top Advisors Join Us 8–12 Weekly Pre-Scheduled Appointments – Provided directly to you; never cold call again. Uncapped Commission + Six-Figure Potential – Top advisors routinely earn $100K–$200K+. Dedicated Case Manager – We handle applications, forms, and follow-ups so you can focus on advising. Exclusive Estate Planning Pipeline – Access clients already working with us on their estate plans. Flexible Schedule – Maintain independence while operating in a proven system. 🔍 Who We’re Looking For ✅ Active Life Insurance License in your resident state ✅ 2+ years of fixed annuity sales experience (required) ✅ Series 65 license, ChFC, or Series 7/66 combination ✅ Clean U4 if securities licensed ✅ Excellent communication, trust-building, and consultative selling skills ✅ Proficiency with CRM tools and Microsoft Office ✅ Client-first mindset and professional integrity ✅ Willingness to travel for client meetings (some overnight travel may be required) 💼 What You’ll Get A consistent stream of ready-to-meet clients every single week Proven sales system that lets you plug in and perform Back-office support and custom case design to reduce your admin burden Diverse senior-focused products, including annuities, LTC, and advanced planning options Mentorship and growth paths for top performers 📌 This Opportunity is NOT for You If: You lack experience with fixed annuities You’re not currently licensed in your state You’re looking for a base salary or employee role You’re uncomfortable meeting clients face-to-face 🔹 Ready to Focus on Clients, Not Cold Leads? Apply Now. 🔹 This is your chance to earn what you’re worth without wasting time on prospecting or paper chasing. Apply today to join a high-performance network of financial professionals helping clients protect their futures. 📍 Must live and be licensed in the state you're applying for. Annuity sales experience is non-negotiable.

$100,000-200,000

Senior Financial Advisor63393497682177128

Parcion Private Wealth

Senior Financial Advisor

Bellevue, WA, USA

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.

$185,000-250,000

Annuity, Insurance and Financial Advisor Sales - No Prospecting 100k-350k63393490389889129

United Placement Group

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

Newark, NJ, USA

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.

Negotiable Salary

Financial Planning Specialist633920894164511210

Kestra Financial Independent Advisor

Financial Planning Specialist

Avon, CT, USA

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.

Negotiable Salary

Associate Financial Advisor - Bergenn Financial Group633920803146271211

Kestra Financial Independent Advisor

Associate Financial Advisor - Bergenn Financial Group

West Hartford, CT, USA

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

Negotiable Salary

Annuity, Insurance and Financial Advisor Sales - No Prospecting 100k-350633920518689311212

United Placement Group

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

Reading, PA, USA

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.

Negotiable Salary