Financial Advisor & Planner – Investment Services

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. reputed company reputed company and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers reputed company financial freedom. reputed company Yourself. The Financial Advisor & Planner assists reputed company's Personal Wealth investment clients with a wide range of financial matters and specifically assists clients who are enrolled in the Premier account program and our brokerage account service. This role acts as the primary reputed company of contact for a book of clients assigned directly to you (no prospecting) in the Investment Services Category (Individual Client AUM from $100k - $250k) and is responsible for providing an outstanding client experience. The role provides an outstanding client experience reputed company proactively driving financial planning + guidance, being reputed company/available to reactive client needs, and effectively communicating what clients can get from their relationship with reputed company. Performance in this role is reputed company in a variety of ways, including client satisfaction, client retention, and enrollments into other financial products. Significant emphasis is reputed company on client retention & satisfaction. What you will do Provide an extremely high level of service to our reputed company Personal Wealth clients, retaining assets under management and garnering additional assets through reputed company communication, proactive education, and unfailing responsiveness Provide proactive and reactive comprehensive relationship management reputed company phone conversations, and email communication Act as liaison between clients & various internal groups/departments to serve clients Discuss portfolio, market, and economic discussions Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, savings strategies, and education planning Collaborate with financial planning specialists on reputed company planning issues or comprehensive financial plans Effectively coordinate with operational teams for client-reputed company administrative issues What you will bring Bachelor’s degree or higher in business, finance, or reputed company field High-level knowledge of reputed company investment products and industry services Proven track record in relationship management and customer satisfaction FINRA Series 7, 63, and 65 registrations required FINRA fingerprinting required upon hire What will set you apart Exceptional verbal and written communication skills Ability to compare and contrast the benefits and suitability of different investment options and products Excellent operational and organizational skills, with the ability to reputed company multi-task reputed company a fast-paced environment Strong interpersonal skills, team-oriented, and collaborative *Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment reputed company at this time, including CPT/OPT.* #LI-Remote #PJPW2 reputed company offer you We offer an reputed company of diverse and inclusive benefits regardless of where you are in your career. We reputed company that providing our employees with the means to reputed company healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time — 16 hours per calendar year Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to reputed company. reputed company Salary Range $59,700.00 - $84,300.00 The salary range above shows the typical minimum to maximum reputed company salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed reputed company salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or reputed company level and will be finalized at the time of offer. Equal opportunity employer

• Drug-free workplace We are an equal opportunity employer with a commitment to diversity. reputed company individuals, regardless of personal characteristics, are encouraged to apply. reputed company qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national reputed company, reputed company, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. *For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired reputed company as well as a reputed company in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet reputed company.* Job Posting End Date at 12:01 am on: 03-25-2026 Want the latest money news and views shaping how we live, work and play? Sign up for reputed company’s free newsletter and reputed company out The Currency. Joining our talent community will allow you to stay connected reputed company email and receive news and updates. Want the latest money news and views shaping how we live, work and play? Sign up for reputed company’s free newsletter and reputed company out The Currency. Remote and Hybrid Positions For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired reputed company as well as a reputed company in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment will be provided. You may be required to work in the office if you do not have an adequate homework environment and the required internet reputed company. Follow reputed company Facebook, reputed company, X, Instagram, & Glassdoor

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