Income Planning

Income Planning Finance Jobs

54 jobs found

Licensed Financial Advisor - Client Service Advisor

Retirement Income Solutions LLC Murfreesboro, TN

8d ago

$60k+/yr Full time Advisor Client Client Relations

Advisor Client Client Relations

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Job Description

Retirement Income Solutions LLC is seeking a Licensed Financial Advisor - Client Service Advisor to support clients from our on-site office in Murfreesboro, Tennessee. The role emphasizes comprehensive financial planning and attentive client service, covering investments, retirement planning, tax planning, and estate planning while fostering strong client relationships. A minimum of five years of experience, along with the required licenses, is essential for this position.

Responsibilities

Provide personalized financial planning services to clients, including investment strategies, retirement planning, tax planning, and estate planning
Conduct thorough financial assessments to understand clients' current financial situations and future goals
Develop customized financial plans based on clients' needs and risk tolerance
Monitor clients' investment portfolios and make recommendations for adjustments as needed
Stay up-to-date with market trends, economic developments, and changes in tax laws to provide accurate and relevant advice
Build and maintain strong relationships with clients through regular communication and meetings
Collaborate with other professionals, such as accountants and attorneys, to ensure comprehensive financial solutions for clients
Educate clients on various financial products and services available to them
Provide exceptional customer service by addressing client inquiries and concerns in a timely manner

Requirements

Bachelor's degree in finance, business, or a related field - preferred
Proven experience working in the financial services industry as a Financial Advisor or similar role
Strong knowledge of asset management, tax planning, cash management, and financial planning principles
Excellent mathematical skills with the ability to analyze complex financial data
Exceptional customer relationship management skills with the ability to build trust and rapport with clients
Strong sales abilities with a track record of meeting or exceeding targets
Knowledge of wills, trusts, estate law is preferred but not required
Excellent communication skills, both verbal and written
Ability to work independently and as part of a team

Experience & Licenses

Financial concepts: 5 years (Required)
Client services: 5 years (Required)

Licenses & Certifications

Series 65 (Required)
Life Insurance License (Required)

Compensation & Benefits

Salary: USD 60,000 per year
Bonus opportunities
Commission pay

Benefits

Paid time off
Paid training

Job Type

Full-time

Location & Relocation

Location: Murfreesboro, TN 37129 (onsite)
Relocation: Relocate to Murfreesboro, TN 37129 before starting work (Required)
Ability to commute: Murfreesboro, TN 37129 (Required)
Work location: In person

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Entry-Level Financial Professional & Advisor

New York Life - Washington DC - Virginia- Maryland Bethesda, MD

9d ago

$100k+/yr Full time Advisor Bachelor's Degree Business Development

Advisor Bachelor's Degree Business Development

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Job Description

Join New York Life in Bethesda, MD, on an onsite basis, with a starting base of $100,000 per year and the potential for additional plan-based earnings. This entry-level path emphasizes structured training, access to advanced digital tools, and clear opportunities to specialize as you help clients plan for retirement and other financial goals. The culture centers on continuous learning, practical mentorship, and a collaborative team environment that supports your growth and community impact.

Benefits and growth opportunities

Training & Development: Access an industry-leading learning platform, personalized coaching from dedicated trainers, and opportunities to earn professional designations. The program provides subsidy during your first two full-time contract years to support training and career progression.
Digital tools: A robust suite of sales, prospecting, and marketing resources, plus expert support to help you attract and serve clients online and offline.
Products & Solutions: A broad portfolio including life insurance, annuities, long-term care, disability income insurance, and investment products such as mutual funds through NYLIFE Securities LLC, with possibilities to specialize.
Human Guidance: Peer support through study groups, mentorship, and ongoing collaboration with fellow agents.
Compensation: Base earnings of $100,000 with additional earnings potential based on plan performance.

Responsibilities

Identify and engage new prospects, establishing trust as a trusted advisor for new clients.
Research and tailor financial strategies aligned with each client’s risk tolerance and objectives.
Educate clients on planning for the future to help them prepare for life events and uncertainties.
Foster relationships that support financial security for every family member or individual served.
Expand your network by participating in community and professional groups.
Aim to add about 50 new clients per year.
Collaborate with business owners on strategies for employee retention and succession planning.
Progress through the New York Life training curriculum to pursue specialized knowledge.
Assess clients’ life and financial needs to craft individualized plans using appropriate products and services.
Leverage marketing and social media tools to identify and pursue clients who can benefit from professional financial guidance.

Requirements

Growth mindset and commitment to lifelong learning.
Uncompromising integrity and strong communication skills.
Ability to network and prospect effectively for new clients.
Excellent calendar management and organizational skills.
Sales experience is strongly preferred.
Desire to make a positive impact and grow your career.
Ability to engage with your community and leverage personal networks.
Coachable and eager to learn is essential.
Valid life and health license preferred; assistance available to attain it.
Valid FINRA Series 6 or 7 and 63/66 preferred but not required.
Traits: competitive, business-minded, authentic, and self-disciplined.

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Financial Sales Representative - Career Changer (Training Provided)

Northwestern Mutual Manchester, NH

10d ago

$60k - $110k/yr Full time Advisor Business Development Career

Advisor Business Development Career

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Job Description

Responsibilities

Develop a client base by expanding relationships within your network and gaining depth in Northwestern Mutual financial products and current market trends.
Expand your knowledge beyond initial training through sponsored licensing and ongoing education, leveraging tools and illustrations to explain plan options to clients.
Influence clients toward informed decisions by presenting opportunities to safeguard and grow their financial position with expert guidance.
Own the growth and management of your book of business, refining skills and gradually building a team as you mature in your role.
Regularly review and adjust client financial plans to continue delivering tailored, optimal advice.

Requirements

Bachelor’s degree or equivalent professional experience
Entrepreneurial mindset with a drive to build and scale a client base
Proven success in sales, athletics, military, client services, or other client-facing roles
Excellent time-management and organizational skills
Commitment to ongoing learning and professional development
Legal authorization to work in the United States without sponsorship

Benefits

Compensation structure designed to support early career development
Renewable income stream as you grow your book of business
Bonus programs and expense allowances
Licensing support for insurance licenses, SIE, Series 6, Series 63, CFP®, and related credentials
Retirement package and pension plan
Medical, dental, vision, life insurance and disability income protection
Family planning resources

Compensation

Salary: $60,000.00 – $110,000.00 per year

Location

Manchester, NH (onsite)

Work Location

Hybrid remote arrangement in Manchester, NH 03101

Relocation

Relocation to Manchester, NH 03101 required prior to starting

Ability to Commute

Must be able to commute to Manchester, NH 03101

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Financial Sales Representative - Career Changer (Training Provided)

Northwestern Mutual Andover, MA

10d ago

$60k - $110k/yr Full time Advisor Business Development Career

Advisor Business Development Career

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Job Description

Northwestern Mutual is recruiting a career-changer for a Financial Sales Representative role serving clients across Northern New England. This full-time position blends client acquisition with delivering personalized financial planning, backed by industry-leading training and mentorship. The role operates onsite in Andover, Massachusetts, and provides a defined path from foundational training to building a growing advisory practice.

Responsibilities

Build a client base by expanding relationships within your network and gaining knowledge of Northwestern Mutual financial products and current market trends.
Educate yourself beyond initial training through sponsored licensing and ongoing development. Leverage assistive software, reporting tools, and illustrations to inform clients about potential plans.
Influence clients by presenting opportunities to protect and prosper, guiding them to action through expert recommendations.
Own the development and management of the business as you refine your craft and consider building a team. Regularly review and maintain client financial plans to provide optimal guidance.

Requirements

4-year degree, or equivalent professional work experience
Entrepreneurial ambitions
History of success in sales, athletics, military, client services, or client-facing roles
Excellent time-management skills
Desire for continuous learning
Legal authorization to work in the US without sponsorship

Benefits

Commission structure to support early development
Renewable income
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 63, CFP, and more
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Planning
401(k)
Dental insurance
Flexible schedule
Health insurance
Tuition reimbursement
Vision insurance

Job Type

Full-time

Pay

USD 60,000 - 110,000 per year

Work Location

Hybrid remote in Andover, MA 01810

Why Join Northwestern Mutual

#90, Fortune 100 company (2021)
Forbes' Best Employers for Diversity (2018-2020)
Top 10 US Independent Broker-Dealers
#1 Amongst Life Insurers Most Admired Companies for Financial Soundness
Best Place to Work for LGBTQ+ Equality — Human Rights Campaign Corporate Equality Index (2015-2021)
$224 billion in retail investment client assets held or managed

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Financial Representative

Northwestern Mutual Harrisonburg, VA

11d ago

$75k - $150k/yr Full time Advisor Client Relations Client Service

Advisor Client Relations Client Service

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Job Description

Northwestern Mutual offers a structured, commission-based financial planning role in Harrisonburg, VA, featuring thorough training and ongoing mentorship from industry experts. You will design and implement financial plans to help clients reach their goals, with on-site collaboration and a clear path to higher earnings through performance.

Compensation and location

Location: Harrisonburg, VA (onsite). Salary: USD 75,000 - 150,000 per year.

Benefits

Comprehensive medical insurance
Two pension plans
Life and disability insurance
Health care and dependent care reimbursement accounts
Reimbursement for licensing and ongoing education

Responsibilities

Develop and implement financial plans to show clients where they are today
Plan for where clients want to go tomorrow and provide the financial tools and support to help them get there
Receive in-depth training and partner with industry experts until you’re ready to do it on your own

Requirements

Associate degree (Required)

This career offers you

The ability to positively impact someone else’s life
Personalized mentoring and award-winning training
Backing by Northwestern Mutual, an industry leader with a proven track record of success

What you bring to the role

You connect with people and build personal, trusted relationships
Financial planning is of interest to you
You are driven and committed to success
You are prepared to earn more through your efforts
You enjoy helping clients make more informed, confident decisions
You are ready to pursue a fulfilling personal and professional life

Income growth opportunity

Year 1: $52,000 - $106,000
Year 3: $103,000 - $202,000
Year 5: $139,000 - $289,000
Year 10: $234,000 - $490,000
Year 15: $341,000 - $790,000

About Northwestern Mutual

Northwestern Mutual believes everyone deserves to spend their lives living, with a strong financial plan as a foundation for that reality
Financial security is an enabler for clients to enjoy life beyond retirement
Teams of financial advisors nationwide share these beliefs and work to help clients reach their financial goals
With more than half of Americans seeking improved financial planning, the firm offers ample opportunities to serve this growing need
FORTUNE recognizes Northwestern Mutual as one of the World’s Most Admired companies, reflecting nearly 160 years of leadership in financial services

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Finance & Accounting Manager

HABITAT FOR HUMANITY OF GREATER PORTLAND INC Portland, ME

11d ago

$35 - $40/hr Full time Manager Accounting Accounts Payable

Manager Accounting Accounts Payable

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Job Description

The Finance & Accounting Manager oversees full-cycle accounting and GAAP-compliant financial management for Habitat for Humanity of Greater Portland Inc.

Responsibilities

Oversee the end-to-end accounts payable and accounts receivable cycles
Maintain and reconcile bank accounts, credit cards, and the general ledger
Execute monthly closes and generate financial statements including balance sheet, income statement, and cash flow
Monitor construction-in-progress and maintain job-cost accounting for development projects
Assist with cash flow forecasting and financial planning in partnership with the Executive Director
Maintain financial records and schedules to support grant applications and reporting requirements
Coordinate payroll processing with an external provider
Review employee timesheets and confirm accurate payroll allocations
Monitor benefit deductions and payroll compliance
Prepare payroll reports for audits and regulatory purposes
Assist with the annual workers' compensation audit
Track grant revenue and expenses by project and funding source
Monitor and manage donor-restricted funds per grant requirements
Prepare grant reimbursement documentation and reporting materials
Support financial tracking of grant-funded construction and repair projects
Lead the annual financial audit preparations and liaise with external auditors
Ensure audit schedules and documentation are accurate and timely
Review audit findings and help implement recommendations
Prepare accounts receivable and delinquency reports for leadership review
Prepare financial reports and supporting materials for Finance Committee meetings
Attend Finance Committee meetings and present financial updates as required
Collaborate with the Executive Director and Board Treasurer on developing the annual budget

Requirements

Minimum of five years progressive accounting or bookkeeping experience
Nonprofit accounting and/or construction or project-based accounting experience strongly preferred
Strong understanding of GAAP and full-cycle accounting
Proficient in QuickBooks with strong Excel skills
High level of accuracy and attention to detail
Ability to manage multiple priorities and meet deadlines independently
Strong analytical and problem-solving skills
High level of integrity and professionalism
Bachelor’s degree in Accounting, Finance, or related field preferred (or equivalent experience)

Technologies

QuickBooks
Excel

Working Conditions

Part-time position, 20-25 hours per week
Hybrid work arrangement possible
Occasional attendance at Finance Committee meetings required

Compensation

Pay rate: $35.00 - $40.00 per hour

Location

Portland, Maine (onsite)

Work Setup

Hybrid remote in Portland, ME 04103

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Financial Sales Professional

Northwestern Mutual Athens, GA

11d ago

$100k+/yr Full time Advisor Business Development Client Relations

Advisor Business Development Client Relations

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Job Description

Onsite role in Athens, GA with Northwestern Mutual, focused on developing and executing financial plans for clients, with in-depth training and compensation primarily through commission plus a comprehensive benefits package.

Responsibilities

Develop and implement personalized financial plans to map clients' current position, future goals, and the tools and support needed to reach them.
Receive comprehensive training and collaborate with industry experts until ready to operate independently.

Requirements

Bachelor of Arts or Science degree from a four-year college or university (preferred).
Strong interpersonal skills (preferred).
Grit (preferred).
Motivation (preferred).
Self-starter mindset (preferred).

Benefits

Comprehensive medical insurance
Two pension plans
Life and disability insurance
Health care and dependent care reimbursement accounts
Reimbursement for licensing and ongoing education
401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Vision insurance

This Career Offers You

Opportunity to positively influence clients' financial well-being through tailored planning.
Personalized mentoring and award-winning training programs.
Support from Northwestern Mutual, a respected industry leader with a proven track record.

Can You See Yourself Helping Others Reach Their Financial Goals

You excel at connecting with people and building trusted, personal relationships.
Financial planning appeals to you and you enjoy guiding others through decisions.
You are driven and committed to achieving success.
You are prepared to earn more through hard work.
You help clients make informed, confident financial decisions.
You aim to balance personal and professional life to meet your goals.

A Career With Endless Opportunities

The role is primarily commission-based, with stipends and bonuses, allowing you to influence earnings as you progress.
Average first-year earnings are around $60,000, with potential for higher results.
The early years involve learning the business, but you define what success looks like.

Income Growth Opportunity

Year 1 | $52,000 - $106,000
Year 3 | $103,000 - $202,000
Year 5 | $139,000 - $289,000
Year 10 | $234,000 - $490,000
Year 15 | $341,000 - $790,000

About Northwestern Mutual

Northwestern Mutual emphasizes helping individuals spend their lives living, with a strong financial plan as a cornerstone for turning that vision into reality. Our nationwide teams of financial advisors are dedicated to helping clients reach their financial goals. With more than half of Americans seeking better financial planning, this career presents meaningful opportunities to serve a growing need. Northwestern Mutual has been recognized by Fortune as one of the World's Most Admired companies and has maintained a long track record of success in the financial services sector for nearly 160 years.