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Strategic Wealth Designers provided pay range

This range is provided by Strategic Wealth Designers. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.

Base pay range

$100,000.00/yr - $25,000.00/yr

Direct message the job poster from Strategic Wealth Designers

Talent Acquisition & Human Resources Professional | Mental Health Advocate | Avid Runner | Empath | Better Together ?

Nearly 23 years ago, 23-year-old Matthew Dicken grew frustrated with the issues plaguing the financial services industry and set out on a mission to change the industry standard and prioritize clients in retirement planning. What started as a small two-person team in a 1,200 sqft office in Louisville, KY, has evolved into the Strategic Wealth Designers we now know, with 18 locations across the U.S. and almost 100 employees. As we continue to grow, we're looking for passionate individuals to help take us to even greater heights.

At Strategic Wealth Designers (SWD) , we are a full-service financial firm specializing in assisting individuals who are near or in retirement. We pride ourselves on fostering a collaborative and close-knit environment, and we are looking for a new team member who can complement our teams values and culture.

Were seeking an experienced, patient, organized, and efficient individual who is excited to contribute to the success of our business. The right person will exceed expectations and develop strong, lasting working relationships with our growing team. If you bring a positive attitude to work each day and are motivated by personal and professional growth, we would love to hear from you.

This position is ideal for a seasoned Financial Advisor with at least 5 years of experience, who also brings leadership or mentorship experience within financial services, as it will serve in a team lead capacity.

Job Description

Are you an experienced financial advisor who is tired of the daily grind of prospecting and trying to uncover new clients/assets through grassroots marketing and cold calling? Are you looking for an opportunity to utilize your superior customer service skills and work one-on-one with clients daily? Would you enjoy working for a rapidly growing and respected company with unlimited opportunity for personal development?

Financial Advisors work closely with the Lead Advisor in a marketplace to interact with a new and existing regional client base in order to service and grow relationships. This may include but is not limited to new account paperwork, beneficiary changes/withdrawals, account reallocations, incoming service calls, database management, appointment preparation including updating client account summaries for review meetings, meeting with existing clients for Strategy Updates and Annual Review appointments, prepping Senior advisors for client meetings, sales report preparation and preparing issued accounts and contracts for delivery.

Responsibilities/Tasks:

The Financial Advisor will serve as a relationship manager for an existing group of clients and will work alongside the Lead Advisor in the market to provide advice and guidance to help clients achieve their goals. They will be expected to follow-through consistently in all efforts, build relationships with prospects and clients, and help prepare for client appointments. Other daily, weekly, and/or monthly tasks may include:

• Work closely with the Lead Advisor to interact with new and existing clients
• Provide advice and guidance to help clients achieve their goals
• Interact professionally with clients by phone and/or in person to update the clients profile and financial situation/needs
• Complete service requests, resolve client issues and keep CRM updated by entering detailed notes
• Review existing Annuity, Life, Long Term Care and/or Disability insurance policies to determine if they still meet client needs
• Meets production targets that impact overall company revenue goals.
• Prepare client reports and review summary for upcoming appointments
• Assist with client reports, mailings and in setting client appointments
• Assist with Client Onboarding processing & reviewing documents prior to submission
• Additional tasks as assigned by management
• At least 5 years of experience as a Financial Advisor
• Series 65 or 7/66 with Life & Health Licenses
• Leadership or mentorship experience within financial services
• Strong experience with MS Office and the ability to learn new software quickly
• Excellent written and verbal communications skills both in person and via phone
• Proactive mentality, positive attitude and consistent follow through
• Highly intelligent, strong organizational skills and attention to detail
• Ability to work independently with good time management and critical thinking skills

Additional preferred skills:

• 4-year degree in Accounting, Finance or related field
• Experience with Salesforce CRM software
• Commitment: MondayFriday, 8:00 AM 5:00 PM (40 hours per week), with some flexibility on days and times due to client appointments and evening event schedules.
• Compensation : Starting base salary range is 100,000- 125,000, plus bonus structure and CFP designation incentives. Also included are full medical/dental/vision benefits, 401k plan with company match, a generous PTO schedule, and 11 paid holidays including your birthday!

Curious about what makes us different? Visit SWDGroup.com/Careers to explore our unique company culture and see why working at SWD is unlike any other experience!

Seniority level

• Seniority level Not Applicable

Employment type

• Employment type Full-time

Job function

• Job function Finance, Sales, and Strategy/Planning
• Industries Insurance, Financial Services, and Investment Banking

Referrals increase your chances of interviewing at Strategic Wealth Designers by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Tuition assistance

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Overview

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. 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 Mutuals proprietary planning software helps you educate your clients and deliver holistic financial plansincluding investments for growth, insurance for protection, and annuities for guaranteed income in retirementthat 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 theres 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.

Responsibilities

As a financial advisor, you will:

• Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
• Build personalized, holistic financial plans tailored to every clients unique needs
• Manage your clients financial plans to help them achieve their goals
• Grow relationships with clients to support them through every stage of life

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, youll 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

• Performance-based earnings and revenue:
  • Average advisor annual earnings of $61K-$19K (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 support
• 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

Qualifications

You could be right for this opportunity if you have:

• Bachelors degree
• Entrepreneurial ambitions to be a business owner
• History of success in relationship-building or client-facing roles
• Excellent time-management skills
• Desire for continuous learning and collaboration
• Proficient critical thinking skills
• Strong communicator
• Strong sense of motivation and drive
• Legal authorization to work in the US without sponsorship

Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.

Pay Range

USD 61,000.00 - USD 250,000.00 /Yr.

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JOB FUNCTION / SUMMARY:

Financial Advisors consult with clients and prospective clients to determine the best course of action(s) designed to help meet their financial and investment goals.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Completes a suitability review with client to assess the investor's financial situation, including, but not limited to, his age, income, net worth, current investments, investment experience and objectives, investment time horizon, risk tolerance, and liquidity needs.
• Makes full disclosures required in conjunction with selling non-deposit investment products on bank premises.
• Discusses benefits and risks as well as other product features pertaining to possible investment solutions for the client.
• Recommends product(s) and/or services based on the information provided by the client that are suitable for the investor's needs.
• Meets with existing clients periodically to update them on potential investments and to determine whether any life changes (marriage, disability, retirement, etc.) have occurred that may affect their financial and investment goals.
• Completes all client's paperwork in accordance with compliance and company guidelines including providing prospectus if applicable.
• Receives client's trade orders and instructions for money movement and processes according to regulatory requirements.
• Reviews all paperwork for accuracy and completeness before forwarding to HWIS operations for processing
• Creates and maintains a weekly appointment schedule of branch location to meet with clients
• Trains branch personnel on how to make referrals
• Assists and supports in meeting their referral and investment goals by organizing call parties, client appreciation days, etc.
• Attends branch meetings to monitor needs of branches
• Looks for cross-referral opportunities to direct deposit, loan, trust
• Attends annual compliance continuing education meeting held by Hancock Investment Services
• Successfully completes required continuing education in compliance with both insurance and securities regulations
• Renews insurance license on an annual basis prior to deadline
• Complies with State Insurance and Securities regulations
• Uses a consultative sales process, determines client needs, obtains commitment and proposes solutions
• Coordinates with bank business partners in order to have the opportunity meet with bank clients and determine how to meet their investment needs
• Participates in community affairs to increase company and bank's visibility and to enhance new business opportunities
• Compiles lists of prospective clients to provide leads for additional business
• Contacts and qualifies prospective clients and develops an action plan to assess their investment needs, acceptable risk level and to present solutions.
• Develops long-term relationships with clients
• Continually expands product knowledge and consultative selling skills through self-study and continuing education programs
• Serves as a business partner to bankers and fellow financial advisors

SUPERVISORY RESPONSIBILITIES:

No

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

• Bachelor's degree preferably in Business, Finance, Accounting or related field.
• 2+ years of related experience in Brokerage/Insurance and/or Banking/Retail
• An equivalent combination of education, training, and experience may be considered.
• Must currently possess Life and Health Insurance License - fixed annuity and variable annuity and be in good standing
• Must currently possess FINRA Investment License(s) - Series 7, 63, 65/66 and be in good standing
• Ability to learn, understand and communicate all investment products and procedures of the company
• Ability to identify selling opportunities to up-sell and cross-sell bank products and services
• Ability to interact with individuals of widely divergent lifestyles

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

• Ability to travel if required to perform the essential job functions
• Ability to work under stress and meet deadlines
• Ability to operate related equipment to perform the essential job functions
• Ability to read and interpret a document if required to perform the essential job functions
• Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

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. 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.

Responsibilities

As a financial advisor, you will:

• Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
• Build personalized, holistic financial plans tailored to every client's unique needs
• Manage your client's financial plans to help them achieve their goals
• Grow relationships with clients to support them through every stage of life

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

• Performance-based earnings and revenue1:
  • Average advisor annual earnings of $61K-$19K (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 #LI-Onsite

Qualifications

You could be right for this opportunity if you have:

• Bachelor's degree
• Entrepreneurial ambitions to be a business owner
• History of success in relationship-building or client-facing roles
• Excellent time-management skills
• Desire for continuous learning and collaboration
• Proficient critical thinking skills
• Strong communicator
• Strong sense of motivation and drive
• Legal authorization to work in the US without sponsorship

Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.

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 $27 .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.

Posted Salary Range

USD $61 000.00 - USD 250,000.00 /Yr.

Job Description

We're seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our innovative toolset, and see a strong teaming model as a means to better serve their clients.

If you're a successful entrepreneur looking to accelerate your practice, we will support you through.

• A diversified portfolio of investment, insurance, and retirement solutions - all manufactured here, so your input can directly impact the products we develop
• A one-stop shopping hub for insurance solutions when your clients' needs must be met with products we do not offer
• A unique business markets process that will differentiate you and help you add more value to conversations with business owners
• Concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources
• A team of seasoned investment and trust specialists to meet your clients' unique estate planning and wealth management needs
• Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms
• State-of-the-art technology platforms and tools

Let's partner together in support of the values we share with each other:

• Enjoying flexibility: build your business the way that's right for you - we respect your experience and expertise
• Seeing the pathway to success: receive the guidance and support you need to realize your vision for your practice
• Expanding your influence: we know your impact transcends families, boundaries, businesses, communities, and generations
• Being heard: because your voice matters, because you matter
• Transparency: enjoy honesty and clarity as the fundamental ingredients of partnership
• Innovation: benefit from dedicated investments into tools and technologies designed to make doing business easier for you

Compensation & Benefits

• Performance-based earnings and revenue from a diverse stream of commissions and fees.
• Additional performance-based income structure to support first three years for inexperienced advisors.
• Transition packages for experienced advisors.
• Renewal commissions and recurring fee income.
• Performance based bonus programs and expense allowances.
• Robust retirement package with up to 10% company contributions.
• Competitive and comprehensive medical, vision, and dental plans with subsidized premiums.
• Life Insurance and Disability Income Insurance.
• Paid programs for insurance licensing, SIE, Series 7, Series 66 and more.
• Professional designation reimbursement programs.

Contact us today to discuss a smooth transition to a financial firm that knows how to give entrepreneurs the resources to do what they know best.

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. 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.

Responsibilities

As a financial advisor, you will:

• Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
• Build personalized, holistic financial plans tailored to every client's unique needs
• Manage your client's financial plans to help them achieve their goals
• Grow relationships with clients to support them through every stage of life

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

• Performance-based earnings and revenue1:
  • Average advisor annual earnings of $61K-$19K (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 #LI-Onsite

Qualifications

You could be right for this opportunity if you have:

• Bachelor's degree
• Entrepreneurial ambitions to be a business owner
• History of success in relationship-building or client-facing roles
• Excellent time-management skills
• Desire for continuous learning and collaboration
• Proficient critical thinking skills
• Strong communicator
• Strong sense of motivation and drive
• Legal authorization to work in the US without sponsorship

Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.

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 $27 .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.

Posted Salary Range

USD $61 000.00 - USD 250,000.00 /Yr.

Job Description

Financial Advisor Careers at First Command:

Shaping Positive Financial Behaviors since 1958

First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security.

•9 out of 10 of our Financial Advisors are veterans or military spouses.

•With 165+ offices nationwide, many are located near military installations.

First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters.

What our Financial Advisors do:

• They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals.
• They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected
• They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office.
• They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions.
• They coach military families on how to build a comprehensive financial plan that includes:
• Savings/banking
• Investments/wealth management
• Insurance/risk management

What we offer:

• We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.
• We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process.
• You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses.
• Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office.
• As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period.

What to expect after training:

• At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor.
• There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses.
• We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.
• Set your own schedule to manage work-life balance.
• Portable career opportunities throughout the United States which allow your career to move with you.

Desired Qualifications:

• Military experience or affiliation
• Bachelor's degree
• Proven leadership skills

Learn more about First Command:

First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command.

In the recruiting of Financial Advisors, First Command is committed to a policy of non-discrimination pursuant to the high standards of our company values and in compliance with federal, state and local laws and will not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender stereotyping, marital status, sexual orientation, pregnancy, genetic information, age, disability, veteran status, military service, or any other characteristic protected by federal, state, or local law. This applies to all personnel actions including, but not limited to, recruitment, training, compensation, hiring, promotions, benefits, layoffs, demotions, terminations and post-termination actions. The cooperation and support of all employees is required to maintain an environment free from discrimination. All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command.

Are you an ambitious and enthusiastic individual with a deep interest in the financial sector? Come aboard our team as an Entry-Level Financial Advisor located in Frisco, TX. This opening is ideal for those keen on broadening their expertise and competencies in finance. The perfect candidate will provide expert advice on investments, retirement planning, taxes, insurance, and other financial instruments. You will collaborate closely with clients to evaluate their financial needs, create customized strategies, and suggest suitable financial remedies. Effective communication skills and a positive outlook are vital traits for excelling in this position. We are in search of an individual who not only understands the financial services industry but also demonstrates a strong dedication to ongoing learning and development. As the chosen candidate, you will deliver clients well-informed guidance on investments, retirement funds, taxes, insurance, and a variety of financial products. Your responsibilities will include assessing clients' financial goals and designing personalized strategies to recommend the most appropriate choices.

Responsibilities:

1. Maintain CRM sales databases, customer records, and related organizational tools to accurately report progress to monthly and quarterly sales goals.
2. Implement sales strategies and tactics proven effective in maintaining and growing customer portfolios.
3. Listen, assist, and educate new and potential clients, assess their priorities and finances, and determine suitable insurance and investment plan options that successfully meet their individual needs.
4. Develop and deliver risk management strategies for each customer based on their risk profile.
5. Maintain professional relationships with the clientele and excellent customer service.
6. Stay abreast of industry protocols and policy changes to ensure fulfillment of all policy requirements and continuing education.
7. Attend training and obtain relevant licenses in a timely manner.
8. Consistent communication with the leadership team.

Qualifications:

Required:

1. High school diploma required.
2. Candidates should have basic computer skills and be able to use Microsoft Office programs, including email.
3. Excellent communication, customer service, analytical, and interpersonal skills.
4. Candidates must be licensed and/or willing to obtain a Life/Health insurance license, SIE, Series 6, Series 63.
5. Demonstrate self-discipline in a hybrid work environment.

Preferred:

1. Bachelors degree.
2. Some experience with a CRM or sales lead software is beneficial.
3. Some experience in a direct sales environment is beneficial.
4. Zoom proficiency for virtual settings.

Compensation:
$75,000 - $95,000 per year

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JOB SUMMARY

The Financial Analyst II serves as the key financial resource. Provides financial analysis required to support the goals and objectives of Baylor Scott and White (BSWH).

JOB SUMMARY SPECIFIC TO THIS POSITION

1. Perform pricing and financial analytics and modeling for the health system. Modeling would help support impact analysis from annual price changes and changes in charging methodologies and would also support programs/projects that help evaluate System financial performance.
2. Contribute to the development of policies, guidelines and supporting documentation to address key pricing and financial initiatives for the System in compliance with federal, state and payer regulations. Assists with the education and training of facility personnel, as needed.
3. Provides recommendations on critical initiatives related to pricing and revenue analytics, and is able to communicate key insights/outcomes to key stakeholders and an executive audience.

ESSENTIAL FUNCTIONS OF THE ROLE

1. Provides financial analysis support to administrators, department directors, and others as directed or required, to assist in the efficient and cost-effective operation of BSWH.
2. Prepares the operating and capital budget(s) for assigned areas.
3. Prepares the 5-year financial operating forecast to include statistics, payer mix, payments capital, etc.
4. Prepares analysis and presents and defends findings, for any potential capital acquisitions, projects, new services, etc.
5. Provides ongoing budget vs. actual revenue and expense variance analysis through review of both standard reports and reports which have been developed specifically for the entity.
6. Prepares verbal or written results of analysis of department operating efficiencies and presents/discusses them with management and others as required.
7. Develops and produces Management Reports as required/requested.
8. Prepares operating pro-formas for proposed new services/projects/capital as required. Understands financial operations and work with all levels of assigned areas, finance, clinical management/personnel to ensure the accuracy of the analysis.
9. Provides financial analysis and recommendations for lease vs. buy decision relating to new equipment.
10. Serves as liaison between the assigned area and Decision Support Services and other finance areas of BSWH.
11. Maintains professional growth through participation in educational programs and professional organizations and activities to maintain knowledge of current trends, practices, and developments.
12. Conducts finance training for BSWH personnel as directed.

KEY SUCCESS FACTORS

The information contained in this job description is intended to describe the essential job functions required of those assigned to this job. It is not intended to be an exhaustive list of all responsibilities, duties, knowledge, skills, and abilities needed to perform the job. Please note that management retains the right to assign or reassign duties and responsibilities to this job at any time. The ability to competently perform all the essential duties of the position, with or without reasonable accommodation, demonstrated commitment to effective customer service delivery, integrity, and the ability to work productively as a member of a team or work group are basic requirements of all positions at Baylor Scott & White Health.

BENEFITS

Our benefits are designed to help you live well no matter where you are on your journey. For full details on coverage and eligibility, visit the Baylor Scott & White Benefits Hub to explore our offerings, which may include:

• Immediate eligibility for health and welfare benefits
• 401(k) savings plan with dollar-for-dollar match up to 5%
• Tuition Reimbursement
• PTO accrual beginning Day 1

Note: Benefits may vary based upon position type and/or level

QUALIFICATIONS

1. EDUCATION - Bachelor's
2. EXPERIENCE - 3 Years of Experience

As a health care system committed to improving the health of those we serve, we are asking our employees to model the same behaviours that we promote to our patients. As of January 1, 2012, Baylor Scott & White Health no longer hires individuals who use nicotine products. We are an equal opportunity employer committed to ensuring a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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