2038 financial planner jobs found

Description: Financial Planner- Certified Financial Planner® certification required. Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most — so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here — it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together — across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At...

Description: Communicate effectively with clients and colleagues, analyze confidential client information, and provide financial planning support to advisors through a variety of means including developing financial plans and providing education on complex financial planning strategies Conduct data entry, plan design and analysis and provide a written summary of recommendations and next steps. Gather all information necessary to develop a financial plan that is customized to meet the client's unique needs. Assist advisors in preparing for client meetings including communication and follow-up of resulting action items. Present professional, polished, and complete financial plans to advisors and clients as needed. This includes spending plans, investment analysis, retirement projections, SS analysis, education funding analysis, tax planning, asset protection, and risk management needs analysis. Demonstrate a strong understanding of personal financial planning concepts and...

Social Work (MSW) | Home Visits | Full & Part Time Opportunities Join the dynamic and caring team at Atrio Home Care, a collaborative partnership between Holland Home and Resthaven! We are excited to welcome a compassionate Social Worker (MSW) to our Lakeshore Team, serving the vibrant communities of Allegan and Ottawa counties. If you're passionate about making a meaningful difference in the lives of others, this is the perfect opportunity for you! Responsibilities: Conduct comprehensive assessments to evaluate clients' health conditions and environment. Develop and integrate social services into the total plan of care, considering client/family perspectives. Provide information and counseling to clients, families, and caregivers for practical needs and long-term planning. Offer information and referrals to community services, acting as a liaison between clients and agencies. Deliver goal-oriented, short-term psychotherapy for social and emotional issues. Collaborate with...

Overview: 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. 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....

Overview: 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. 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....

Overview: 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. 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....

Description: Are you tired of going to work every day in a dead-end job? Are there limited chances for advancement or worse yet, little to no benefits? If this sounds like your current situation, then you may want to look at what TruCut Incorporated offers full-time employees: 401(k) with generous match Annual meeting with financial planner to review your 401K Health Insurance with multiple options Health Savings Account Dental/Vision insurance Supplemental Insurance options Employee assistance program Life insurance Paid time off Professional development – growth opportunities! Employee referral program Retirement plan Tuition reimbursement Gainsharing bonus program Many other benefits are offered as well! Do we have your attention now? Fantastic! We are looking to hire 3-5 individuals to join our production team in our Salem facility. We work Monday Thursday (6AM-4:30PM) with overtime as needed. We produce low volume service parts for the HVAC...

ABOUT THE COMPANY Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives easier. While many things have changed over the past 50 years, our mission as a registered investment adviser has not: we work to empower clients to simplify, protect, and grow their wealth. MAI serves the wealth management and sports & entertainment businesses, continuously expanding our clientele to include those who need specialized financial planning assistance. We are driven by a fiduciary duty to act in our clients’ best interests and have developed a variety of solutions to serve the breadth of their needs. We provide financial & estate planning, investment management, tax planning & preparation, insurance & risk management, accounting & bill pay, and philanthropy advice as well as boutique services like family office or specialized solutions to people in the...

Civista Bank Description: Position Purpose: The Senior Mortgage Lender originates first mortgage loans, promotes the Bank and its lending services to the real estate community referral partners, and helps to identify and serve the community's financial needs. Demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders to make a difference in the communities that we serve. Key Accountabilities, Responsibilities, and Expectations: Travel to solicit first mortgage and home equity loans through referral partners such as realtor, builders, financial planner, insurance agents and attorneys, as well as through community activities and organizations. Meet with customers and prospective customers at various locations. Complete each loan application and all pre-processing functions to include but not limited to obtaining all necessary documentation from prospective clients as determined by bank policy and underwriting guidelines....

Civista Bank Description: Position Purpose: The Senior Mortgage Lender originates first mortgage loans, promotes the Bank and its lending services to the real estate community referral partners, and helps to identify and serve the community's financial needs. Demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders to make a difference in the communities that we serve. Key Accountabilities, Responsibilities, and Expectations: Travel to solicit first mortgage and home equity loans through referral partners such as realtor, builders, financial planner, insurance agents and attorneys, as well as through community activities and organizations. Meet with customers and prospective customers at various locations. Complete each loan application and all pre-processing functions to include but not limited to obtaining all necessary documentation from prospective clients as determined by bank policy and underwriting guidelines....

Civista Bank Description: Position Purpose: The Senior Mortgage Lender originates first mortgage loans, promotes the Bank and its lending services to the real estate community referral partners, and helps to identify and serve the community's financial needs. Demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders to make a difference in the communities that we serve. Key Accountabilities, Responsibilities, and Expectations: Travel to solicit first mortgage and home equity loans through referral partners such as realtor, builders, financial planner, insurance agents and attorneys, as well as through community activities and organizations. Meet with customers and prospective customers at various locations. Complete each loan application and all pre-processing functions to include but not limited to obtaining all necessary documentation from prospective clients as determined by bank policy and underwriting guidelines....

Civista Bank Description: Position Purpose: The Senior Mortgage Lender originates first mortgage loans, promotes the Bank and its lending services to the real estate community referral partners, and helps to identify and serve the community's financial needs. Demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders to make a difference in the communities that we serve. Key Accountabilities, Responsibilities, and Expectations: Travel to solicit first mortgage and home equity loans through referral partners such as realtor, builders, financial planner, insurance agents and attorneys, as well as through community activities and organizations. Meet with customers and prospective customers at various locations. Complete each loan application and all pre-processing functions to include but not limited to obtaining all necessary documentation from prospective clients as determined by bank policy and underwriting guidelines....

Varo is an entirely new kind of bank. All digital, mission-driven, FDIC insured and designed for the way our customers live their lives. A bank for all of us. Varo’s Legal team is responsible for all things “legal” at Varo. This means that we support the business by: identifying and highlighting any legal risks, interpreting law and providing compliance recommendations, conducting contract reviews and negotiations, support for licensing, Varo IP asset management, Varo Product reviews, drafting product disclosure, support for corporate financing rounds, managing shareholder communications, engaging directly with regulatory bodies, and more. We also manage our team of outside counsels, maintain a repository of all legal documents, and are responsible for Varo’s Privacy and other policies. We’re looking for a Community Reinvestment Act Officer who will lead the management and execution of Varo Bank’s Community Reinvestment Act Strategic Plan as well as play a leading role in...

Civista Bank Description: Position Purpose: The Senior Mortgage Lender originates first mortgage loans, promotes the Bank and its lending services to the real estate community referral partners, and helps to identify and serve the community's financial needs. Demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders to make a difference in the communities that we serve. Key Accountabilities, Responsibilities, and Expectations: Travel to solicit first mortgage and home equity loans through referral partners such as realtor, builders, financial planner, insurance agents and attorneys, as well as through community activities and organizations. Meet with customers and prospective customers at various locations. Complete each loan application and all pre-processing functions to include but not limited to obtaining all necessary documentation from prospective clients as determined by bank policy and underwriting guidelines....

ECPMO Strategy Analyst The ECPMO Strategy Analyst plays a critical role to inform resource allocation and project prioritization decisions within the Enterprise Change Management Office (ECPMO). Reporting to the Sr. Manager, Enterprise Strategic Planning, this role is responsible for deriving trends and insights from portfolio data related to workforce limitations, project effectiveness, and strategic alignment. The ECPMO Strategy Analyst will work with the Sr. Manager and counterparts in Finance to develop insights that inform decisions related to resource allocation and prioritization of projects aligning to strategic goals. ECPMO Strategy Analysts will coordinate with ECPMO Portfolio Managers to elevate these insight and recommendations to the appropriate executives for decision. The Enterprise Change and Project Management Office (ECPMO) is a centralized function that drives strategic alignment, governance, and delivery excellence across enterprise-wide initiatives. The ECPMO...

Our team is redefining the industry – and creating a culture of excellence. Founded in 2011, Atlantic Coast Mortgage embodies a people-first culture rooted in commitment, character, and innovation. What began as a small team has grown into a thriving organization where our people remain the driving force behind our mission to redefine the mortgage industry. We believe individuals do their best work in an environment designed for success—and we're proud to be recognized by The Washington Post as a Top Workplace. As we continue to grow, we're not just hiring employees—we're looking for driven, energetic, and creative problem-solvers. If that sounds like you, and you"re ready to build your career with a company committed to making meaningful change in our industry, we'd love to connect. Atlantic Coast Mortgage is seeking a qualified Loan Officer to foster loan origination sales in the Waynesboro and Charlottesville areas. The Loan Officer will find prospective clients,...

A management consulting firm in Florida is currently seeking a new Senior Data Architect to join their growing team. Responsibilities: Drive the standards for Data Quality across multiple datasets and drive for data trust across enterprise Define and own Data quality contract with source team and consistency is maintained in Data warehouse Work with business partners to define ways to leverage data to develop platforms and solutions to drive business growth Monitor the work of vendor partner resources and Database Administrator/Analysts Collaborate with key stakeholders to ensure data architecture alignment with key portfolio initiatives on the basis of cost, functionality and practicality Create documentation and presentations, lead discussions with business and technology owners to receive buy-in and approval Document and articulate relationships between business goals and information technology solutions Qualifications: 10+ years of related work experience In-depth...

Job Title: Principal IT SAP Functional Analyst - UI Planner Position Type: Direct placement (2 years) Salary: 140k - 238k/year Location: Oakland, CA Work Type: Hybrid, 3 days in-person in the office Department Overview: Information Systems Technology Services is a unified organization comprised of various departments that collaborate effectively to deliver high-quality technology solutions. The SAP Electric Ops Work Management Delivery organization provides SAP IT services to the Electric line of business. The organization is responsible for strategic technology planning, roadmap development, solution design, solution delivery, and solution support. Job Summary: The role of IT SAP Functional Analyst UIPlanner is to configure, implement, maintain, and upgrade UIPlanner all modules. The Functional Analyst analyzes business requirements, creates functional design documents, and performs UIPlanner system configuration and localization to provide system solutions for the Line of...

Are you ready to join a growth-oriented team where creativity meets innovation? At Ware Malcomb, we are a dynamic and forward-thinking design firm committed to pushing the boundaries. Our team-oriented, collaborative approach ensures that every project is a blend of visionary design, seamless project delivery, and we are actively engaged with both the community and the industry. Discover our vibrant culture to get an inside look into life at Ware Malcomb and the programs we offer. https://waremalcomb.com/life-at-ware-malcomb/ The Business Operations Manager is the business partner to the office leader in all matters that affect the leadership, team management, staffing, project delivery, growth, and other decisions that impact the current and future business practices of the office or studio. The Business Operations Manager partners with the office & studio leader(s) in the successful management of the staff and practice of the office by exhibiting consistent expertise in...

Who We Are: We're powering a cleaner, brighter future. Exelon is leading the energy transformation, and we're calling all problem solvers, innovators, community builders and change makers. Work with us to deliver solutions that make our diverse cities and communities stronger, healthier and more resilient. We're powered by purpose-driven people like you who believe in being inclusive and creative, and value safety, innovation, integrity and community service. We are a Fortune 200 company, 19,000 colleagues strong serving more than 10 million customers at six energy companies -- Atlantic City Electric (ACE), Baltimore Gas and Electric (BGE), Commonwealth Edison (ComEd), Delmarva Power & Light (DPL), PECO Energy Company (PECO), and Potomac Electric Power Company (Pepco). In our relentless pursuit of excellence, we elevate diverse voices, fresh perspectives and bold thinking. And since we know transforming the future of energy is hard work, we provide competitive compensation,...