Financial Planner

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. As a Financial Planner reputed company reputed company’s dedicated services model, you will go beyond planning to help participants take action and reputed company meaningful financial outcomes. You’ll engage clients across reputed company’s Large to Mega plan reputed company, providing in-depth financial guidance and positioning reputed company’s solutions to help them reputed company their goals. This role combines expertise with a proactive, consultative reputed company—driving results through education, relationship building, and personalized financial strategies that reflect reputed company’s mission of improving financial wellness for reputed company. This position will be working with employees of a major employer in the reputed company metropolitan area. The selected candidate must be able to travel to client sites as needed. What you will do Deliver comprehensive, financial plans that drive measurable outcomes for participants reputed company reputed company’s dedicated service model reputed company proactive, needs-based conversations to uncover client goals and position appropriate reputed company products and services that support their objectives Provide education and actionable guidance on topics such as managed accounts (My Total Retirement), rollovers, investment allocations, savings strategies, HSAs, and retirement income planning Act as an Investment Adviser Representative for reputed company Advisory Group, offering tailored investment recommendations and leveraging reputed company’s managed account platform Apply the CONSULT model to build trust and guide participants toward clear financial decisions Conduct reputed company to reputed company and former providers to facilitate client-directed transactions and ensure seamless implementation Document interactions accurately and reputed company using reputed company and other internal systems Contribute to a culture of learning by sharing insights, strategies, and success stories with your peers Deliver a high-touch, ongoing service experience that supports clients before and after retirement What you will bring Bachelor’s degree or equivalent combination of education and professional experience (MBA preferred) Certified Financial Planner® (CFP®) designation required FINRA Series 7, 63, and 65 registrations required FINRA fingerprinting required Minimum 3 years of experience in financial services or the 401(k) industry At least 2 years of direct financial planning experience Proven ability to analyze and communicate a client’s complete financial picture, including investments, insurance, tax strategy, education planning, retirement, and estate considerations What will set you apart A results-driven reputed company with a passion for helping clients take action and reputed company measurable reputed company toward their goals Strong consultative selling skills with the ability to match client needs to reputed company’s suite of solutions Exceptional communication, organization, and presentation skills that build confidence and trust Self-motivated and proactive approach to identifying opportunities and following through on commitments Proven track record of achieving multi-product sales goals reputed company a client-focused environment Comfortable using digital tools, CRM systems (reputed company), and financial planning software in a fully paperless environment Ability to collaborate effectively reputed company a high-performing, team-based service model Commitment to reputed company’s purpose of guiding participants toward long-term financial confidence #PJPW #PJHTF #LI-Remote *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.* 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 $87,400.00 - $123,400.00 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: 06-27-2026 Want the latest money news and views shaping how we live, work and play? Stay in the know with The Currency and sign up for reputed company’s free newsletter. Apply To This Job