14,169 Financial Advice jobs in the United States

Description
Summary:
The National Advice Center (NAC), as part of the Huntington Financial Advisory group, has a team of licensed Financial Advisors dedicated to helping clients plan for the future while providing professional, personalized financial guidance.As part of the NAC, the HFA Dedicated Financial Advisor - Advice Center with the team is responsible for providing investment advice and financial planning for customers in a phone-based environment.Duties & Responsibilities:
+ Responsible for personal production goals and client service objectives through targeted inbound and outbound telephone interactions.
+ Analyze client financial needs and recommend appropriate products via phone and web-based delivery.
+ Deliver an engaging client experience to effectively take care of our client's financial and service needs.
+ Is proactive with consistent partner communication.
+ Works closely to coach and develop branch partners in order to identify investment and insurance opportunities to assist clients in planning for their financial goals.
+ Incorporates comprehensive financial planning to ensure review of client's total assets, short and long-term goals, risk tolerance, and timeframes.
+ Consistently communicates with clients to provide ongoing financial advice and guidance. Leads assigned branch teams on activities to achieve specific branch investment targets.
+ Has regular meetings with branch leadership to review new business pipeline, results, and provide specific feedback
+ Consistently meets service level agreements on referral contact and follow-up.
+ Responsible for business development through branch partner relationships, as well as proactive inbound / outbound calling activities to achieve assigned growth goals as defined by HFA Management Team.
+ Ensures adherence to all firm and industry regulations, policies, procedures, and record management requirements
+ Completes all assigned firm and regulatory training and continuing education by required deadlines.
+ Maintains current knowledge of all available investment and insurance solutions, as well as current economic and market conditions in order to provide the most appropriate recommendations to our clients
+ Performs other duties as assigned
Basic Qualifications:
+ HS Diploma
+ 1 or more years of experience in investment sales
+ State Health and Life, Series 7, Series 63 and 65/66
Preferred Qualifications:
+ Bachelor's Degree
+ At least 2-3 years of experience in an investments area
+ Experience developing and leveraging relationships with internal partners remotely and/or over the phone
+ Ability to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork and commitment to excellence in service and follow up
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Compensation Range:
67,500.00 - 72,000.00 USD Annual plus incentives
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.  Colleagues in this position are also eligible to participate in an applicable incentive compensation plan.  In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Description
Summary:
The National Advice Center (NAC), as part of the Huntington Financial Advisory group, has a team of licensed Financial Advisors dedicated to helping clients plan for the future while providing professional, personalized financial guidance.As part of the NAC, the HFA Dedicated Financial Advisor - Advice Center with the team is responsible for providing investment advice and financial planning for customers in a phone-based environment.Duties & Responsibilities:
+ Responsible for personal production goals and client service objectives through targeted inbound and outbound telephone interactions.
+ Analyze client financial needs and recommend appropriate products via phone and web-based delivery.
+ Deliver an engaging client experience to effectively take care of our client's financial and service needs.
+ Is proactive with consistent partner communication.
+ Works closely to coach and develop branch partners in order to identify investment and insurance opportunities to assist clients in planning for their financial goals.
+ Incorporates comprehensive financial planning to ensure review of client's total assets, short and long-term goals, risk tolerance, and timeframes.
+ Consistently communicates with clients to provide ongoing financial advice and guidance. Leads assigned branch teams on activities to achieve specific branch investment targets.
+ Has regular meetings with branch leadership to review new business pipeline, results, and provide specific feedback
+ Consistently meets service level agreements on referral contact and follow-up.
+ Responsible for business development through branch partner relationships, as well as proactive inbound / outbound calling activities to achieve assigned growth goals as defined by HFA Management Team.
+ Ensures adherence to all firm and industry regulations, policies, procedures, and record management requirements
+ Completes all assigned firm and regulatory training and continuing education by required deadlines.
+ Maintains current knowledge of all available investment and insurance solutions, as well as current economic and market conditions in order to provide the most appropriate recommendations to our clients
+ Performs other duties as assigned
Basic Qualifications:
+ HS Diploma
+ 1 or more years of experience in investment sales
+ State Health and Life, Series 7, Series 63 and 65/66
Preferred Qualifications:
+ Bachelor's Degree
+ At least 2-3 years of experience in an investments area
+ Experience developing and leveraging relationships with internal partners remotely and/or over the phone
+ Ability to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork and commitment to excellence in service and follow up
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Compensation Range:
67,500.00 - 72,000.00 USD Annual plus incentives
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.  Colleagues in this position are also eligible to participate in an applicable incentive compensation plan.  In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Description
Summary:
The National Advice Center (NAC), as part of the Huntington Financial Advisory group, has a team of licensed Financial Advisors dedicated to helping clients plan for the future while providing professional, personalized financial guidance.As part of the NAC, the HFA Dedicated Financial Advisor - Advice Center with the team is responsible for providing investment advice and financial planning for customers in a phone-based environment.Duties & Responsibilities:
+ Responsible for personal production goals and client service objectives through targeted inbound and outbound telephone interactions.
+ Analyze client financial needs and recommend appropriate products via phone and web-based delivery.
+ Deliver an engaging client experience to effectively take care of our client's financial and service needs.
+ Is proactive with consistent partner communication.
+ Works closely to coach and develop branch partners in order to identify investment and insurance opportunities to assist clients in planning for their financial goals.
+ Incorporates comprehensive financial planning to ensure review of client's total assets, short and long-term goals, risk tolerance, and timeframes.
+ Consistently communicates with clients to provide ongoing financial advice and guidance. Leads assigned branch teams on activities to achieve specific branch investment targets.
+ Has regular meetings with branch leadership to review new business pipeline, results, and provide specific feedback
+ Consistently meets service level agreements on referral contact and follow-up.
+ Responsible for business development through branch partner relationships, as well as proactive inbound / outbound calling activities to achieve assigned growth goals as defined by HFA Management Team.
+ Ensures adherence to all firm and industry regulations, policies, procedures, and record management requirements
+ Completes all assigned firm and regulatory training and continuing education by required deadlines.
+ Maintains current knowledge of all available investment and insurance solutions, as well as current economic and market conditions in order to provide the most appropriate recommendations to our clients
+ Performs other duties as assigned
Basic Qualifications:
+ HS Diploma
+ 1 or more years of experience in investment sales
+ State Health and Life, Series 7, Series 63 and 65/66
Preferred Qualifications:
+ Bachelor's Degree
+ At least 2-3 years of experience in an investments area
+ Experience developing and leveraging relationships with internal partners remotely and/or over the phone
+ Ability to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork and commitment to excellence in service and follow up
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Compensation Range:
67,500.00 - 72,000.00 USD Annual plus incentives
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.  Colleagues in this position are also eligible to participate in an applicable incentive compensation plan.  In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Description
Summary:
The National Advice Center (NAC), as part of the Huntington Financial Advisory group, has a team of licensed Financial Advisors dedicated to helping clients plan for the future while providing professional, personalized financial guidance.As part of the NAC, the HFA Dedicated Financial Advisor - Advice Center with the team is responsible for providing investment advice and financial planning for customers in a phone-based environment.Duties & Responsibilities:
+ Responsible for personal production goals and client service objectives through targeted inbound and outbound telephone interactions.
+ Analyze client financial needs and recommend appropriate products via phone and web-based delivery.
+ Deliver an engaging client experience to effectively take care of our client's financial and service needs.
+ Is proactive with consistent partner communication.
+ Works closely to coach and develop branch partners in order to identify investment and insurance opportunities to assist clients in planning for their financial goals.
+ Incorporates comprehensive financial planning to ensure review of client's total assets, short and long-term goals, risk tolerance, and timeframes.
+ Consistently communicates with clients to provide ongoing financial advice and guidance. Leads assigned branch teams on activities to achieve specific branch investment targets.
+ Has regular meetings with branch leadership to review new business pipeline, results, and provide specific feedback
+ Consistently meets service level agreements on referral contact and follow-up.
+ Responsible for business development through branch partner relationships, as well as proactive inbound / outbound calling activities to achieve assigned growth goals as defined by HFA Management Team.
+ Ensures adherence to all firm and industry regulations, policies, procedures, and record management requirements
+ Completes all assigned firm and regulatory training and continuing education by required deadlines.
+ Maintains current knowledge of all available investment and insurance solutions, as well as current economic and market conditions in order to provide the most appropriate recommendations to our clients
+ Performs other duties as assigned
Basic Qualifications:
+ HS Diploma
+ 1 or more years of experience in investment sales
+ State Health and Life, Series 7, Series 63 and 65/66
Preferred Qualifications:
+ Bachelor's Degree
+ At least 2-3 years of experience in an investments area
+ Experience developing and leveraging relationships with internal partners remotely and/or over the phone
+ Ability to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork and commitment to excellence in service and follow up
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Compensation Range:
67,500.00 - 72,000.00 USD Annual plus incentives
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.  Colleagues in this position are also eligible to participate in an applicable incentive compensation plan.  In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Description
Summary:
The National Advice Center (NAC), as part of the Huntington Financial Advisory group, has a team of licensed Financial Advisors dedicated to helping clients plan for the future while providing professional, personalized financial guidance.As part of the NAC, the HFA Dedicated Financial Advisor - Advice Center with the team is responsible for providing investment advice and financial planning for customers in a phone-based environment.Duties & Responsibilities:
+ Responsible for personal production goals and client service objectives through targeted inbound and outbound telephone interactions.
+ Analyze client financial needs and recommend appropriate products via phone and web-based delivery.
+ Deliver an engaging client experience to effectively take care of our client's financial and service needs.
+ Is proactive with consistent partner communication.
+ Works closely to coach and develop branch partners in order to identify investment and insurance opportunities to assist clients in planning for their financial goals.
+ Incorporates comprehensive financial planning to ensure review of client's total assets, short and long-term goals, risk tolerance, and timeframes.
+ Consistently communicates with clients to provide ongoing financial advice and guidance. Leads assigned branch teams on activities to achieve specific branch investment targets.
+ Has regular meetings with branch leadership to review new business pipeline, results, and provide specific feedback
+ Consistently meets service level agreements on referral contact and follow-up.
+ Responsible for business development through branch partner relationships, as well as proactive inbound / outbound calling activities to achieve assigned growth goals as defined by HFA Management Team.
+ Ensures adherence to all firm and industry regulations, policies, procedures, and record management requirements
+ Completes all assigned firm and regulatory training and continuing education by required deadlines.
+ Maintains current knowledge of all available investment and insurance solutions, as well as current economic and market conditions in order to provide the most appropriate recommendations to our clients
+ Performs other duties as assigned
Basic Qualifications:
+ HS Diploma
+ 1 or more years of experience in investment sales
+ State Health and Life, Series 7, Series 63 and 65/66
Preferred Qualifications:
+ Bachelor's Degree
+ At least 2-3 years of experience in an investments area
+ Experience developing and leveraging relationships with internal partners remotely and/or over the phone
+ Ability to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork and commitment to excellence in service and follow up
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Compensation Range:
67,500.00 - 72,000.00 USD Annual plus incentives
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.  Colleagues in this position are also eligible to participate in an applicable incentive compensation plan.  In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Vaco is actively seeking a Salesforce Product Owner with Financial Services Cloud (FSC) for a direct-hire position with our client in St. Louis.

Primary Focus :

This role will specifically focus on enhancing and integrating Financial Services Cloud (FSC) wealth management capabilities across the enterprise, driving platform customization and ensuring seamless integration with other enterprise platforms.

Key Responsibilities :

• Serve as the primary business owner for Salesforce Financial Services Cloud, with a focus on wealth management functionality and advisor workflows.
• Define users, create and maintain user stories, and prioritize the backlog for new or revised features to streamline execution of priorities.
• Act as quality gatekeeper by reviewing and accepting completed stories, ensuring deliverables meet defined acceptance criteria and align with business objectives.
• Maintain strong relationships with leadership, program management, and stakeholders outside the agile team to ensure alignment and transparency across initiatives
• Collaborate with stakeholders to gather, refine, and prioritize business requirements for new features, enhancements, customizations, and integrations within an Agile environment.
• Partner with Salesforce developers, architects, and admins to design, configure, and implement solutions aligned with wealth management best practices.
• Oversee integrations between Salesforce FSC and other enterprise systems (e.g., CRM, portfolio management, trading platforms, data warehouses, etc).
• Maintain a clear product roadmap, balancing immediate business needs with long-term platform scalability and compliance requirements.
• Translate complex financial services processes into Salesforce workflows, dashboards, and automated processes.
• Ensure the platform meets compliance, data privacy, and regulatory standards within the financial sector.
• Lead UAT cycles, provide training, and promote adoption across financial advisors, operations, and compliance teams.
• Monitor platform performance, user feedback, and adoption metrics to continuously identify ongoing optimization opportunities.

Responsibilities :

• Minimum of 5 years of experience as a Product Owner, Business Analyst, or similar role within Salesforce Financial Services Cloud (FSC).
• Previous direct experience with Salesforce Financial Services Cloud's (FSC) wealth management features and templates.
• Understanding of wealth management processes including client onboarding, relationship modeling, investment goal tracking, and compliance workflows.
• Prior experience delivering Salesforce enhancements, customizations, and integrations with other enterprise systems.
• Excellent communication across the enterprise with the ability to bridge technical, regulatory, and business perspectives.
• Knowledge of financial sector compliance requirements (e.g., KYC, SEC, FINRA) is a plus.
• Salesforce certifications such as Salesforce Certified Financial Services Cloud Specialist or Salesforce Certified Administrator preferred.

Additional Details :

• Engagement Type : Perm / Direct-Hire
• Start Date : Immediate
• Location : Downtown St. Louis
• Cadence : 5 days Onsite
• Target Compensation : $120k - $140k plus bonus
• Engagement Status : No form of employment considerations or sponsorship are being offered

Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

EEO Notice

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal .

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

Privacy Notice

Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies.

• California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here .
• Virginia residents may access our state specific policies here .
• Residents of all other states may access our policies here .
• Canadian residents may access our policies in English here and in French here .
• Residents of countries governed by GDPR may access our policies here .

Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

• the individual's skill sets, experience and training;
• licensure and certification requirements;
• office location and other geographic considerations;
• other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.

**Financial Planner**
The Financial Planner job within the TIAA Central Advice Group (CAG) writes and supports financial planning for wealth management advisors, financial advisory consultants and other client-facing associates. This job creates high quality, accurate, and compliant financial plans and uses intermediate-level communication skills to provide on demand support to wealth management advisory teams via the Advice and Planning Helpdesk Services through email and phone support lines.
**Key Responsibilities and Duties**
+ Prepares financial plans for Wealth Management clients while maintaining quality, content, and cycle time service level agreements.
+ Assists teams within wealth management advisory services to identify the most critical client needs and builds, reviews, and approves goal based financial plans which are modeled to address client concerns or show comparisons between alternatives when appropriate.
+ Provides planning points via email to financial advisory consultants to address client concerns and planning considerations.
+ Responds to questions from wealth management advisors pertaining to specific plans, general planning questions or status updates on in process work, during scheduled shifts of the Advice and Planning Help desk, with accuracy, objectivity, and professionalism.
+ Assists and supports wealth management advisory teams in their use of desktop planning tools.
+ Contributes to department and company quality standards by reviewing plans built by wealth management advisors and other client-facing associates.
+ May lead small projects and make decisions that have moderate impact on the business.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 2+ Years Required; 3+ Years Preferred
**FINRA Registrations**
+ SRC Indicator: Series 7; Series 63; Series 65; Series 66
**Licenses and Certifications**
+ Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards required Upon Hire
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
6IC
**Please note** , a Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards designation is required at the onset of application, thank you.
Related Skills
Accountability, Adaptability, Business Acumen, Collaboration, Continuous Improvement Mindset, Critical Thinking, Data-Based Decision Making, Financial Acumen, Financial Analysis, Influence, Relationship Management, Story Telling, Strategic Thinking, TIAA Products/Services Acumen, Variance Analysis
**Anticipated Posting End Date:**
2025-08-30
Base Pay Range: $74,300/yr - $90,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
___
**Company Overview**
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary ( .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Read more about your rights and view government notices here ( .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (
Email:
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
For Applicants of TIAA Global Capabilities, click here ( .
For Applicants of Nuveen residing in Europe and APAC, please click here ( .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
+ For Applicants of TIAA Global Capabilities, click here ( .
+ For Applicants of Nuveen residing in Europe and APAC, please click here ( .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law ( Transparency
Philadelphia Ban the Box (

**Financial Planner**
The Financial Planner job within the TIAA Central Advice Group (CAG) writes and supports financial planning for wealth management advisors, financial advisory consultants and other client-facing associates. This job creates high quality, accurate, and compliant financial plans and uses intermediate-level communication skills to provide on demand support to wealth management advisory teams via the Advice and Planning Helpdesk Services through email and phone support lines.
**Key Responsibilities and Duties**
+ Prepares financial plans for Wealth Management clients while maintaining quality, content, and cycle time service level agreements.
+ Assists teams within wealth management advisory services to identify the most critical client needs and builds, reviews, and approves goal based financial plans which are modeled to address client concerns or show comparisons between alternatives when appropriate.
+ Provides planning points via email to financial advisory consultants to address client concerns and planning considerations.
+ Responds to questions from wealth management advisors pertaining to specific plans, general planning questions or status updates on in process work, during scheduled shifts of the Advice and Planning Help desk, with accuracy, objectivity, and professionalism.
+ Assists and supports wealth management advisory teams in their use of desktop planning tools.
+ Contributes to department and company quality standards by reviewing plans built by wealth management advisors and other client-facing associates.
+ May lead small projects and make decisions that have moderate impact on the business.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 2+ Years Required; 3+ Years Preferred
**FINRA Registrations**
+ SRC Indicator: Series 7; Series 63; Series 65; Series 66
**Licenses and Certifications**
+ Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards required Upon Hire
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
6IC
**Please note** , a Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards designation is required at the onset of application, thank you.
Related Skills
Accountability, Adaptability, Business Acumen, Collaboration, Continuous Improvement Mindset, Critical Thinking, Data-Based Decision Making, Financial Acumen, Financial Analysis, Influence, Relationship Management, Story Telling, Strategic Thinking, TIAA Products/Services Acumen, Variance Analysis
**Anticipated Posting End Date:**
2025-08-30
Base Pay Range: $74,300/yr - $90,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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**Company Overview**
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary ( .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Read more about your rights and view government notices here ( .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (
Email:
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
For Applicants of TIAA Global Capabilities, click here ( .
For Applicants of Nuveen residing in Europe and APAC, please click here ( .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
+ For Applicants of TIAA Global Capabilities, click here ( .
+ For Applicants of Nuveen residing in Europe and APAC, please click here ( .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law ( Transparency
Philadelphia Ban the Box (

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide, on your side goes beyond just words. Our customers are at the center of everything we do and were looking for associates who are passionate about delivering extraordinary care.

Sales Assistant

This position is responsible for handling basic to complex telephone/email/chat/fax inquiries from internal and external customers in an efficient, professional, and accurate manner. Provides customers with product knowledge and resolves customers concerns. Utilizes functional expertise and knowledge of the business to support, develop, and lead new initiatives, and maximize growth and profitability of the business.

Key Responsibilities:

1. Provides support for customers by handling inquiries via calls/emails/chats, demonstrating knowledge, understanding, and experience to handle volume of internal and/or external customer inquiries, which may include escalations.
2. Resolves complex questions/concerns and refers other inquiries to appropriate areas as needed.
3. Project Management: Initiates, executes, communicates, and documents projects as needed.
4. Acts as a liaison to other departments where follow-up is required to meet customers' needs.
5. Assists in identifying process improvement opportunities.
6. Engages, inspires, educates, and mentors new hires and incumbents.
7. Collaborates with other areas to identify, analyze, and improve processes.
8. Inputs and tracks data into the appropriate databases.

Supervisory Responsibilities: This job does not have supervisory duties.

Education and Experience:

• High School Diploma or GED (Preferred)
• 0-2 years experience (Preferred)
• In lieu of the above education requirements, an equivalent combination of education and experience may be considered.

Certificates, Licenses, Registrations:

• Property & Casualty License (Preferred)
• SIE Exam and Series 6 and 63 Licenses (Preferred)

Functional Skills:

• Advanced product knowledge and insurance regulations knowledge
• Excellent working knowledge of Allstate's systems required to perform the role
• Ability to sell and service policies (based on department requirements)
• Ability to diffuse customers and agents
• Excellent working knowledge of billing concepts and Allstate's billing systems
• Effective oral and written communication skills
• Intermediate problem-solving skills
• Ability to adjust schedule according to business need

This is a hybrid role where candidates are required to come into the Boise Regional office twice a week.

Job Description Summary

Do you love connecting and building new business relationships? If you have a natural curiosity, are passionate about helping people, and want to accelerate both your personal and professional growth, we want to know more about you!

As an Analyst, you'll provide prompt, efficient service for assigned product and/or service center internal and external customers. You will coordinate communication between contract holders, producers, and internal Nationwide departments. Well count on you to review forms and files submitted by members or partners to ensure accurate entry into record-keeping systems.

Job Description

• Prepares all materials to propose, sell, and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications, and client administrative guides, census, and plan information.
• Interprets plan provisions, product rules, and guidelines to process requests in accordance with plan and legal requirements.
• Provides extraordinary care to our customers through workflow management and meeting all required service level agreements. Proactively seeks out opportunities to improve processes and the members' experience through use of lean methodology.
• Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
• Researches, reviews, and analyzes errors and determines the best course of action for workable solutions. Takes ownership of identifying and evaluating problems and analyzing customer inquiries to determine appropriate action.
• Conducts follow-up calls to service issues and questions, de-escalating complex customer requests, and providing outstanding care during resolution. Includes understanding topics that require insurance or securities licenses and registration and when and how to route those inquiries to the properly-registered representative.
• Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases, and contract cash-outs. Requests additional information when necessary.
• Compiles management information such as contract and sold case activity as needed by internal management.
• Communicates with customers, sales force, other departments, regional and/or field offices, and other industry companies on topics that do not require insurance or securities licensing and registration. Collaborates and networks with outside business units to create innovative solutions for internal and external customers. Maintains appropriate records. Approves and processes business according to government regulations, contract provisions, and internal procedures and controls.
• Conducts in good order reviews or other applicable requests for servicing Nationwide policies and customers for withdrawal, exchanges, deposits, annuity purchases, and contract cash-outs.
• Helps with research for written responses to Nationwide formal complaints.
• Participates in special projects as assigned. Collaborates with appropriate staff to design, document, and implement process improvements and best practices.

May perform other responsibilities as assigned.

Reporting Relationships:

Reports to Operations Division Manager or Unit Manager.

Typical Skills and Experiences:

Education: High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.

License/Certification/Designation: FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system.

Experience: Four or more years of related work experience, including customer service experience, preferably with cross-functional business unit exposure. Customer service experience required.

Knowledge, Abilities and Skills: Knowledge of Nationwide's suite of financial products. Excellent verbal and written communications skills to manage relationships with internal and external customers. Strong analytical and problem resolution skills. Ability to research, analyze, and solve problems, leveraging existing and innovative methodologies. Ability to understand, anticipate, and proactively act on customer needs. Proven decision-making skills necessary for customer contacts. Ability to multi-task, manage work independently, and establish priorities that conform to time, service, and quality standards. Strong team-building and collaboration skills.

Other criteria, including leadership skills, competencies, and experiences, may take precedence.

Staffing exceptions to the above must be approved by the hiring managers leader and Human Resources Business Partner.

Values:

Regularly and consistently demonstrates the Nationwide Values.

Job Conditions:

Overtime Eligibility: Non Exempt (Eligible)

Working Conditions: Normal office environment.

Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails to acquire the required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position. NOTE: A credit check may be required if a license is required for this position.

ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.

Benefits

We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long-term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here.

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected, and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.

NOTE TO EMPLOYMENT AGENCIES:

We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.

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