Finance Representative Jobs in Wilmington, DE

Who We Are BCG Securities is an independent broker-dealer and Registered Investment Advisor (RIA) with over 50 years of dedication to our clients. With a nationwide network of financial advisors, we are a premier choice for professionals seeking a dynamic, client-focused firm. Our advisors benefit from a wealth of knowledge, collaborative opportunities, and industry-leading solutions to help their clients achieve financial success. We provide a suite of differentiated products, integrated wealth management solutions, and access to subject matter experts-empowering you and your business to reach new heights. Our mission is simple: to support your growth. Whether you're expanding your practice or refining your strategies, we offer the tools and flexibility you need to thrive at every stage of your financial journey. Who We're Looking For We are seeking an experienced financial advisor to join our dynamic team. Ideal candidates are dedicated professionals passionate about building their practice while leveraging our legacy of exceptional client service and advisor support. Key Responsibilities Develop and implement comprehensive financial plans for new and existing clients. Make strategic investment recommendations in collaboration with our investment team. Provide ongoing client support, including annual reviews and portfolio adjustments. Present life insurance and annuity analyses to clients. Establish structured planning processes to help individuals and businesses meet their financial goals. What We Offer Competitive transition income for established advisors. 401(k) with company match to support your financial future. Robust internal support staff to enhance your practice. Comprehensive training & development tailored to your success. Full suite of health benefits, including: Medical Dental Vision Prescription coverage Life Insurance Long-Term Disability Position Requirements Bachelor's Degree Minimum 3 years of experience as a Financial Advisor Series 7 & 66 securities licenses (or 65/63) Life/Health insurance licenses preferred Strong client relationship management skills Excellent verbal and written communication skills Ability to work independently and within a team, managing multiple responsibilities efficiently All applications are strictly confidential.

Are you looking to start your career or looking to change careers and want to use your competitive spirit, passion, and motivation to join one of the fastest growing industries? Then join our growing financial services team! At Diamond State Financial Group, we are a comprehensive financial services firm that provides objective customized solutions to assist individuals, professionals, and business owners in pursuing their investment goals. We are looking to hire for our Financial Advisor Apprenticeship Program, to join in an entry level business development role, to use your entrepreneurial spirit to develop a practice by building an active client base; working with clients to assess their needs, developing strategies to help them pursue their goals, and implementing those recommendations by offering the appropriate solutions. As a Financial Advisor Apprentice, you will receive: Base salary and competitive commission sales structure, including renewal fees and bonus Paid six-month apprenticeship program; 48-month residency program with base subsidy through Cetera Advisor Networks and DSFG Access to subsidized comprehensive benefits plan including medical, dental, vision and 401(k) plan Tuition reimbursement for Certified Financial Planner (CFP) designation through DSFG Annual recognition trip with Cetera Advisor Networks and international travel opportunities with DSFG bi-annually for top performers Work life balance - set and run your own schedule! Job Requirements As a Financial Advisor Apprentice in our program, you should have integrity, a high level of ethical standards, and have a successful track record of past successes preferably in leadership, marketing, or business development positions. Additional requirements of the Financial Advisor include: Bachelor's Degree Demonstrated successful track record with a proven ability to accomplish stated sales goals Excellent written and verbal communication skills Strong interpersonal skills Ability to work independently and within a team Ability to obtain required licenses and registrations, including the Series 7 and 66 About Us Diamond State Financial Group is an independently owned and operated, a partnership firm which allows you to offer our suite of products to your clients. As a Financial Advisor, you are responsible for achieving various licenses and registrations necessary to be able to offer life insurance, health insurance, securities, and investments. We are committed to your success and offer assistance to help you attain the registration and licenses with bonus compensation paid upon successful achievement of licensure. In this entry level role, we will provide you with a comprehensive six-month training program along with partnering you with an experienced mentor. Securities offered through Cetera Advisor Networks, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers, LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Boutique RIA Cherry Hill, NJ Established and Growing Independent Wealth Management firm in the Cherry Hill, NJ area seeks an Associate Financial Planner to collaborate with a team of Lead Advisors in providing comprehensive financial planning services to high net worth and ultra high net worth clientele. Not a sales role. The Firm offers comprehensive investment management and financial planning for high net worth and ultra high net worth clientele and fosters a collegial culture of continuous learning and growth. Highlights Collaborate with and support Lead Advisors as part of an ensemble practice to provide financial planning for high net worth and ultra-high net worth individuals, including estate, tax, investment, and retirement planning Nurture, manage, and maintain strong client relationships Team-based, forward thinking and planning driven culture with an impressive track record of growth, supported by a robust client service team and professional management Excellent career growth trajectory within the firm, potential for Lead Advisor succession Competitive compensation package including a significant base salary, bonus, and benefits Requirements Bachelor's Degree 1-3+ years Financial Planning experience Completed CFP designation or on track toward completion Drive to continuously improve and grow in a collaborative team based environment

LIVE LIFE DIFFERENTLY French writer, Antoine de Saint-Exupery once wrote, “A goal without a plan is just a wish.” Financial Advisors at Northwestern Mutual West Chester help people create and implement a financial plan allowing them to translate those wishes into attainable goals. They strive to understand their clients' goals and dreams to develop comprehensive financial solutions that will help their clients reach financial success. Advisors are given the flexibility to build their own practice while receiving support from our firm's exceptional network of financial specialists, training and educational programs, and mentoring opportunities. Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will: Build -Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends. Educate -Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans. Influence - Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations. Own -Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits (Similar to owning a business, which is based on revenue generated. This is not a salaried position) Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development. Renewal income earned for continued client support and policy management. Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning ARE YOU RIGHT FOR THIS OPPORTUNITY? Entrepreneurial ambitions History of success in sales, athletics, military, client services, or client-facing roles Excellent time-management skills Desire for continuous learning & growth Proven leadership skills 4 Year Degree: (Preferred) Financial Concepts: 1 year (Preferred) License/Certification: Pennsylvania Life and Health license (Preferred) / Investment License (Preferred) Legal authorization to work in the US without sponsorship (Required) WHY JOIN NORTHWESTERN MUTUAL: Top 5 US Independent Broker-Dealers4 Unsurpassed financial strength with total company assets of $366 billion5 Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management Fortune 500 company Philly's Top Work Places for 2024 2024 Training APEX Award winner Are you ready to change your life and the lives of your clients? Apply now! Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.

A culture of growth with a firm that supports You've built a successful practice and now you're considering a move. Perhaps you're looking for more. At Equitable Advisors, we'd like to get to know and understand you - and help you discover what greater fulfillment you can find - for your clients and for yourself. We're here to help you grow your business, be your strategic resource and provide you with the tools, products and platform to deliver an outstanding client experience. Together, we help you achieve your goals through: Our open-architecture platform for client solutions Our broker/dealer powered by one of the world's largest broker/dealers LPL* Our elite benefits and wealth-building programs Our competitive payouts Our operation and compliance infrastructure support We know that making a move is a big decision. So, we offer support and financial packages designed to make your transition into Equitable Advisors as smooth as possible. At a glance: More than 2.8 million clients More than $220 billion assets under management More than 4,300 financial professionals More than 190 Elite Advisor Group firms 80 branch offices

Is a Career as a Financial Advisor at WealthBridge Financial Right for You? Do you enjoy helping people pursue financial security? Are you self-motivated and driven by your own success? Do you thrive in an entrepreneurial environment with no income ceiling? Do you want to be in control of your career and schedule? Are you local to the Philadelphia area and ready for a new challenge? If you answered yes to any of these questions, WealthBridge Financial could be the perfect fit for you. Why WealthBridge Financial? At WealthBridge Financial, you'll have the opportunity to build a business without limits. Whether you're a seasoned advisor with a book of business or you're ready to make a career change, we offer the support, training, and flexibility you need to thrive. For Career Changers: A structured, paid Advisor Development Program designed to give you all the tools and skills to build a successful, lasting career. This four-and-a-half-year program will guide you step-by-step as you transition into your new career. Ongoing mentorship and training to help you succeed as you build your own practice. The chance to work for yourself, set your own schedule, and make time for the things that matter most. For Experienced Advisors: Competitive payouts that reflect your experience and client base. A wide range of products, investment advisory platforms and robust marketing platform to suit your clients' unique needs. Dedicated transition support to make moving your book of business seamless. Access to our succession planning resources, ensuring your clients and business have long-term stability. What Makes Us Different? At WealthBridge Financial, you'll be part of an independent firm with the support of Cetera, one of the nation's top financial services companies. That means you'll have the freedom to run your business your way, backed by resources, training, and support that will allow you to maximize your potential. Here's what you can expect: Unlimited Income Potential: With no caps on your earnings, your income is tied directly to your effort and success. Autonomy: Set your own schedule, work on your own terms, and live the life you want. Personal & Professional Growth: Financial services is a dynamic industry. You'll constantly learn, grow, and expand your skill set. Supportive Environment: While you'll be independent, you'll never be alone. We offer dedicated support staff , product specialists , and mentorship to help you thrive. Comprehensive Benefits: Professional designation reimbursement programs (like the CFP ), flexible schedules, and hybrid working options. Who We're Looking For We are looking for both inexperienced and experienced advisors who are driven, entrepreneurial, and ready to build or expand their financial advisory practice. Our ideal candidates: Have strong interpersonal and communication skills. Are highly motivated, goal-oriented, and independent. Are passionate about helping clients achieve financial success. We are particularly welcoming to veterans and career changers who bring diverse experiences and perspectives. We require you to become licensed with: Life/Health, SIE, Series 7, and Series 66. WealthBridge Financial has been serving clients for over 28 years. Based in Plymouth Meeting, PA, we specialize in comprehensive wealth management for both individuals and businesses. As an independent firm partnered with Cetera, we combine personal service with the resources of a national financial network. Join WealthBridge Financial and build a career that offers both personal fulfillment and professional success. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. WealthBridge Financial, 620 W. Germantown Pike, Ste. 170, Plymouth Meeting, PA 19462. ************.

Nordwand Advisors is looking for a financial advisor in Philadelphia to help grow our HQ based in Radnor, PA. This is an excellent role for an individual that has their own book of clients that is primarily fee-oriented rather than transactional business. Applicants may have a moderately sized book that they are looking to grow at a fully independent RIA where they hope to find a more client-friendly and client-aligned experience, or could be advisors who are thinking through their succession plan in the long-term and want to ensure they are at a place where that can be executed with the clients' best interest in mind. Client Consultation: Meet with clients to understand their financial goals, needs, and risk tolerance. Conduct thorough financial assessments to determine the best strategies for achieving clients' objectives. Financial Planning: Develop comprehensive financial plans that encompass areas such as investments, retirement planning, insurance, tax planning, and estate planning. Tailor plans to align with individual client circumstances and objectives. Investment Advice: Provide recommendations on suitable investment products and strategies based on clients' financial goals and risk tolerance. Stay informed about market trends, economic indicators, and investment options. Client Relationship Management: Build and maintain strong relationships with clients. Regularly communicate updates on their financial portfolios, market conditions, and any adjustments to their financial plans. Sales and Business Development: Actively seek new clients and business opportunities Qualifications: 5+ years of experience in Wealth Management Bachelor's degree Excellent communication and interpersonal skills Strong analytical and critical thinking skills Ability to work independently and as part of a team CFP is a plus EQUAL EMPLOYMENT OPPORTUNITY: Nordwand Capital is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. The Junior Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank's consumer and business customers. The Junior Financial Advisor assesses the customer's investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives. Job Responsibilities The Junior Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include: · Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances · Advising the customer regarding the advantages, risks, and disadvantages of different products · Developing internal referral resources to identify existing customers · Identifying external prospects and building up new client relationships · Identifying cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling · Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales · Maintaining all necessary licenses and registrations as required · Successfully completing all mandatory training in a timely manner · Maintaining superior and courteous service to promote products and expand customer relationships · Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism Job Requirements With a strong focus on sales and customer service, the Junior Financial Advisor should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do. Additional requirements of the Financial Advisor include: · FINRA Series 7, 63 and 65 or FINRA Series 7, 66 (Required) · Life & Health Insurance license (Required) · Strong sales, marketing and business development skills · 2+ years of experience as producing advisor · Bachelor's degree preferred Education and Training Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we're committed to helping you reach your goals - both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you'll have access to: · A clear transition plan and timeline so you know what to expect, and when · Our orientation course to give you an overview of all the tools and services available to you · Assistance with account transfers and paperwork, and frequent updates on their status · Help with communications to your current clients about your transition · In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform · New business cards, stationery, and email address · An introduction to our vast marketing resources, so you can start using them with current and prospective clients If you are interested in this position, please attach a copy of your resume with your application.

Financial Services Representative - State Farm Agent Team Member Michaels Insurance and Financial Services Inc., a highly successful and well-respected firm, is seeking a Financial Services Representative - State Farm Agent Team Member with expertise in financial products and services. If you love working with clients but feel stuck in a cycle of endless cold calling and the challenges of a commission-only role, we want to connect with you! Location: North East, MD, Newark, DE In Office: Qualified candidates (in or near hub locations listed) should plan to spend time working in the office with clients as part of our work environment. Job Description As a Financial Services Representative -State Farm Agent Team Member, you will join a dynamic team dedicated to transforming the way financial advising is done. We are looking for driven, collaborative, passionate, and customer-focused individuals to make a meaningful impact. Your responsibilities will include: Provide holistic financial guidance by delivering comprehensive financial planning and advice to State Farm customer households, addressing their unique needs and goals. Collaborate and mentor with a career agent to create and execute business plans, ensuring alignment with client service models and fostering professional development. Enhance client relationships by proactively communicating with clients, resolving inquiries, providing guidance, and ensuring all documentation and key information is accurate and up-to-date. Uphold integrity and compliance by demonstrating expertise in financial markets, educating clients on tools and technology for managing investments, and ensuring adherence to Michaels Insurance and Financial Services Inc. policies and industry regulations. Qualifications Minimum of 2 years of experience as a financial services representative or in a similar financial services role. Proven success in acquiring clients, building, and maintaining strong client relationships, and collaborating effectively with key partners and team members. Enthusiastic, self-motivated professional with a passion for helping clients achieve their financial goals. Eagerness to learn and grow with the financial services industry. Requirements Bachelor's degree preferred. Life and Health License highly preferred. Active Securities Industry Essentials (SIE) Exam, Series 6, and/or 63, and/or ChFC Licenses preferred. Perks for Financial Services Representative - State Farm Agent Team Member The first year's compensation is expected to range between $50,000-$140,000 (including commission and production bonuses) with upward earning potential over time. Comprehensive benefits package, including 401(k) match, medical, dental, vision, Life Insurance and Accrued Paid Time Off (PTO). Volunteer events within the community and engage in a learning and fun culture. Access to a large book of customer households and top-tier training with mentorship from a successful career agent. A supportive, fun culture that emphasizes learning, growth, and enjoyment in the workplace. *This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. An equal opportunity employer We shall hire, retain, promote, compensate, and provide terms, conditions, and privileges of employment solely on the basis of the Companies' human resources requirements and each person's qualifications. We have an obligation to our policyholders to realistically determine our needs for employees and to select the best qualified available people to manage their insurance business. In fulfilling our obligations, we will not practice, tolerate, nor condone discrimination because of age, race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or genetic information. All employees must respect the individuality and dignity of one another and the customers we serve. We shall always comply with the letter and the spirit of all national, state, and local laws pertaining to employment.

"Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Merck, Bank of America, Penn Mutual, or Amtrak among many other leading organizations in the Philadelphia area. Are you eligible? You can apply to Year Up United if you are: - A high school graduate or GED recipient - Eligible to work in the U.S. - Available Monday-Friday throughout the duration of the program - Highly motivated to learn technical and professional skills - Have not obtained a Bachelorʼs degree - You may be required to answer additional screening questions when applying What will you gain? Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. In-depth classes include: - Project Management Support - Banking & Customer Success - Helpdesk/Desktop Support - Application Development & Support - Business Fundamentals Get the skills and opportunity you need to launch your professional career. 75% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year." PandoLogic. Category:General, Location:Pennsauken, NJ-08110

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

Chimera Securities, a CBOE Stock Exchange and SEC Registered broker dealer, is seeking experienced traders to join its existing trading desk in Philadelphia, PA. Capital contributions will be required for experienced traders. Highlights include use of a top of the line trading platform (see our website for details), trading amongst professional traders, and Lightspeed News Service and Breifing.com for all traders. We are looking for full time equity traders whose presence will add to the trading floor while simultaneously benefiting from it. Ongoing mentorship is available. Please email ***************************** with details of your current and prior trading experience and any other information you wish, and we will contact you. Please put 'Philly Experienced Trader' in the subject line. For additional info regarding our company, please see our FAQ on our website: ************************* Thank you. Chimera Securities

NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************

Your Job As an International Fiber Trader specializing in paper and fiber sales, you will join our team to maintain and expand our presence in the global recycling marketplace. Your role will involve pricing products, negotiating contracts, collaborating with internal and external stakeholders, and staying informed on market trends and regulatory changes. This fast-paced, dynamic position requires strong analytical, communication, and problem-solving skills. Location: We are seeking candidates who are based on the East Coast. This position offers the flexibility of remote work with a home base. Candidates should expect to travel 30-50% of the time, accommodating both domestic and international business requirements as needed while maintaining effective communications with stakeholders. Sponsorship is not available for this position. Our Team At GP Recycling, we are a principle-based commodities trading business that does the right thing for our customers, communities, and society while driving economic performance. Our customer-centric approach is built upon the strengths of our diverse team, leveraging their unique skills and knowledge to cultivate mutually beneficial relationships. As an International Recycled Commodity Trader, you will play a pivotal role on our sales trading team, working closely with global partners. Join us in making a positive impact through sustainable recycling solutions. Apply now and be part of our dynamic team. What You Will Do Profitably expand international trading business and grows mutually beneficial partnerships. Develop and execute effective sales strategies to sustain and grow business in the paper and fiber sales sector. Price products competitively and negotiate contracts with clients to secure favorable terms. Foster strong relationships with global partners, coordinating sales efforts and ensuring effective collaboration. Collaborate with internal teams, including operations and logistics, to ensure smooth operations and exceptional customer satisfaction. Stay updated on market trends, industry developments, and regulatory changes to identify new business opportunities. Actively maintain thorough market research and analysis to identify potential customers, understand their needs, and develop tailored sales proposals. Who You Are (Basic Qualifications) Physical commodity experience in a sales/procurement role OR experience in an international supply chain role Bachelors Degree OR additional sales, procurement, or international supply chain experience Microsoft Office experience Experience effectively communicating across an organization Experience proactively setting and managing priorities Experience collaborating cross-functionally with sales, supply chain, logistics, exports, etc. Willingness to travel 30%+ of the time, including international & domestic travel, based on business needs What Will Put You Ahead 3+ years experience in the recycling industry Experience trading recycled fiber commodities Bilingual (European, Hindi, and Mandarin represent key markets of our business) Bachelors Degree in Business, Supply Chain, or Finance For this role, we anticipate paying $100,000 - $130,000 per year depending on the candidate's qualifications and ability to create superior value within the business. This role is eligible for variable pay, issued as a monetary bonus or in another form. At Koch companies, we are entrepreneurs. This means we openly challenge the status quo, find new ways to create value and get rewarded for our individual contributions. Any compensation range provided for a role is an estimate determined by available market data. The actual amount may be higher or lower than the range provided considering each candidate's knowledge, skills, abilities, and geographic location. If you have questions, please speak to your recruiter about the flexibility and detail of our compensation philosophy. Hiring Philosophy All Koch companies value diversity of thought, perspectives, aptitudes, experiences, and backgrounds. We are Military Ready and Second Chance employers. Learn more about our hiring philosophy here . Who We Are Georgia-Pacific LLC is a Koch company and a leading manufacturer of bath tissue, paper towels, paper-based packaging, cellulose, specialty fibers, building products and much more, Georgia-Pacific works to meet evolving needs of customers worldwide with quality products. In addition to the products we make, we operate one of the largest recycling businesses. Our more than 30,000 employees in over 150 locations are empowered to innovate every day -to make everyday products even better. At Koch, employees are empowered to do what they do best to make life better. Learn how our business philosophy helps employees unleash their potential while creating value for themselves and the company. Our Benefits Our goal is for each employee, and their families, to live fulfilling and healthy lives. We provide essential resources and support to build and maintain physical, financial, and emotional strength - focusing on overall wellbeing so you can focus on what matters most. Our benefits plan includes - medical, dental, vision, flexible spending and health savings accounts, life insurance, ADD, disability, retirement, paid vacation/time off, educational assistance, and may also include infertility assistance, paid parental leave and adoption assistance. Specific eligibility criteria is set by the applicable Summary Plan Description, policy or guideline and benefits may vary by geographic region. If you have questions on what benefits apply to you, please speak to your recruiter. Additionally, everyone has individual work and personal needs. We seek to enable the best work environment that helps you and the business work together to produce superior results. Equal Opportunities Equal Opportunity Employer, including disability and protected veteran status. Except where prohibited by state law, some offers of employment are conditioned upon successfully passing a drug test. This employer uses E-Verify. Please click here for additional information. #LI-LRT

JobID: 210586015 JobSchedule: Full time JobShift: Base Pay/Salary: Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46 We want to introduce you to the many areas of direct client work across banking, treasury, and credit with client-facing work, as well as extensions of these functions through strategic project work and more. Our goal is to provide a robust, well-rounded experience for you to launch your career in the financial services industry! We will provide everything you need to be successful - from training and mentorship, to senior leader engagements, to projects that engage your current skills and help develop them further. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us develop the next wave of products and solutions for our clients. As a Summer Analyst in the Middle Market Banking & Specialized Industries (MMBSI) Program, you will be introduced to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the Summer Analyst program, you may receive an offer of full-time employment in our 2.5 year, full-time MMBSI Analyst Program. There are two program tracks to choose from within MMBSI. First, is our diversified experience track, which exposes you to a variety of teams and functions across the broader MMBSI business. Second, is our focused program experience track in our Capital & Advisory Solutions line of business, which streamlines your exposure to three dynamic teams. In both tracks, you will support our regional groups by working with MMBSI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory. Job responsibilities * Work on financial models to support financing transactions * Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) * Learn how to identify treasury product solutions to benefit clients' long-term planning * Collaborate with deal teams regarding business development strategy, including the identification of potential prospects * Develop an understanding of the full breadth of J.P. Morgan products and service offerings * Conduct client and prospect research to support business development efforts Required qualifications, capabilities, and skills * Exceptional verbal and written communication skills * Excellent problem solving and critical thinking skills * Strong attention to detail * Ability to thrive in a fast-paced, collaborative work environment * Pursing a bachelor's degree with an expected graduation date of December 2026 - June 2027 Preferred qualifications, capabilities, and skills * Minimum cumulative GPA of 3.2 on a 4.0 scale * Coursework in business, finance, or accounting FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Locations we hire for MMBSI - Diversified Track: * Atlanta * Austin * Bloomfield Hills (Detroit Metro Area) * Boston * Charlotte * Chicago * Dallas * Denver * Houston * Indianapolis * Irvine * Los Angeles * Miami * Nashville * New York City * Philadelphia * San Francisco * Seattle * Washington D.C. Locations we hire for MMBSI - Capital & Advisory Solutions Track: * Atlanta * Chicago * Dallas * Houston * Los Angeles * New York City About The Process: To be considered, you must complete the following steps: * Complete this application including selection of city preference. Make sure your program and city preferences align as noted in the descriptions above. * If you meet the minimum criteria for the application, you will receive an invitation to complete a recorded HireVue interview. Please note applications will be reviewed on a rolling basis. We strongly encourage you to complete your HireVue video(s) within 1 week of receiving. Your application will not be considered for further review until you have completed your HireVue. * If selected, our team will reach out to you with final details.

This position is responsible for confirming and satisfying all authorization billing requirements by obtaining the appropriate precertification/authorization from all necessary payers to avoid delays in treatment/payment penalties. Responsible to confirm the financial/insurance information obtained during the registration process to determine that State, Federal and Third Party precertification/billing requirements are met to ensure optimal reimbursement for services to be rendered Education High School Diploma or Equivalent (Required) Experience 3 Years experience in patient access/insurance verification or equivalent revenue cycle role (Required) 1 Year experience in hospital precertification/utilization (Preferred) _ '284630

Explore a career as a FINANCIAL Professional! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an immediate opening for a highly motivated analytical individual to join us in The Greater New Jersey Financial Group. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. The Financial Professional is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program (“CDP”), your typical day may include: Developing relationships with clients (both existing and prospective) Gathering client information and using that information to build robust financial plans Helping clients prepare for their retirement Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus. YOU: Are a self-starter. Have an entrepreneurial mindset. Are a customer service champion. Are an engaging and compelling communicator and negotiator. Are a problem solver. Are a Life-long student seeking continued education and professional development. Are a critical thinker. Have prior sales experience and/or enjoy networking and seeking new clients. Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent. WE: Provide a framework to help you attain all licensing and education needed to progress through the career. Support your learning through joint work and a team environment. Provide competitive compensation and benefits that are unique in our industry. Provide a roadmap for your success with our experienced team of leaders. Learn more about this exciting opportunity. Call me at ************ or email **************************** to schedule an informational interview! 1049766-00003-00 The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state's applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA's eligible dependents and may be eligible for paid leave. Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify.

LIVE LIFE DIFFERENTLY French writer, Antoine de Saint-Exupery once wrote, “A goal without a plan is just a wish.” Financial Advisors at Northwestern Mutual Philadelphia help people create and implement a financial plan allowing them to translate those wishes into attainable goals. They strive to understand their clients' goals and dreams to develop comprehensive financial solutions that will help their clients reach financial success. Advisors are given the flexibility to build their own practice while receiving support from our firm's exceptional network of financial specialists, training and educational programs, and mentoring opportunities. Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will: Build -Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends. Educate -Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans. Influence - Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations. Own -Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits (Similar to owning a business, which is based on revenue generated. This is not a salaried position) Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development. Renewal income earned for continued client support and policy management. Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning ARE YOU RIGHT FOR THIS OPPORTUNITY? Entrepreneurial ambitions History of success in sales, athletics, military, client services, or client-facing roles Excellent time-management skills Desire for continuous learning & growth Proven leadership skills 4 Year Degree: (Preferred) Financial Concepts: 1 year (Preferred) License/Certification: Pennsylvania Life and Health license (Preferred) / Investment License (Preferred) Legal authorization to work in the US without sponsorship (Required) WHY JOIN NORTHWESTERN MUTUAL: Top 5 US Independent Broker-Dealers4 Unsurpassed financial strength with total company assets of $366 billion5 Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management Fortune 500 company Philly's Top Work Places for 2024 2024 Training APEX Award winner Are you ready to change your life and the lives of your clients? Apply now! Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.

Boutique Wealth Management Firm Philadelphia, PA Growing Independent RIA seeks an Associate Financial Planner and CFP to provide comprehensive financial planning services to high net worth and ultra high net worth clientele while maintaining and growing relationships. The Firm offers comprehensive investment management and financial planning for a sophisticated client base. Highlights Provide guidance to high net worth and ultra-high net worth individuals and families on strategic asset management, estate, tax and financial planning Manage, nurture, and maintain strong client relationships Forward thinking and planning driven culture with an impressive track record of growth, supported by a client service team and professional management Career growth trajectory within the firm Competitive compensation package including base salary, performance-based bonus potential, and benefits Business development efforts to grow AUM are welcomed, though Relationship Management and Financial Planning for existing relationships will be your primary focus Requirements 2-8+ years Financial Planning and Relationship Management experience Bachelor's degree CFP