Financial planning jobs in United States

Primerica Financial Services (PFS)- . As a leader in the financial services industry, we have partnerships with some of the largest financial companies in the industry (Fidelity, Franklin Templeton, Rocket Mortgage, to name a few) which allows us to protect and grow financial independence for families and businesses. Role Description This is a remote role as a Financial Advisor. The Financial Coach will be responsible for providing financial planning, retirement planning, and investment advice to clients. We're actively looking for someone who is ambitious, entrepreneurial-minded and wants to be part of our mission of sharing financial literacy with middle-class families by educating themselves and their communities about How Money Works™. They will analyze clients' financial situations and develop customized strategies to help them achieve their financial goals. THE IDEAL CANDIDATE - Values Freedom and Flexibility - Possesses high Integrity - Ethical and always has the client’s best interest first - Excels at Working Independently as well as in a Team Environment - Ambitious and Motivated - Entrepreneurial-Minded - Self-starter and strong follow-through - Has an interest in Personal Finance (regardless of experience level) - Has Excellent communication and interpersonal skills Qualifications - Minimum 18 years of age - Legal U.S. Resident, Citizen, or Work Permit with SSN - Able to pass a Federal Background Check - Able to complete licensing requirements (Life Ins. & Securities) within 60-90 days - Accountable with a high level of integrity ENVIRONMENT We have a very positive and supportive team culture. We were founded by teachers and coaches and the leadership is constantly striving to help people become better versions of themselves! While we're passionate about teaching people how to reach their financial goals, we also train our reps on leadership skills, business management, marketing, social media/branding, communication, and more! Training and flexible work hours can fit into your existing schedule Part-Time or Full-Time. This is a production-based, 1099. NO prior certification, experience, or education is necessary.

Enjoy Helping People? See yourself working with high net-worth individuals? Gamma Capital Group is a financial services company that is committed to helping their clients secure their financial freedom! We focus on integrated wealth management, investment advice, retirement planning, and insurance planning for their clients. As a Gamma Capital Group financial advisor, you'll have the flexibility to develop a successful career by providing clients with services and financial products they need and educating them about their financial decisions. Your basic responsibilities will include: Prospecting and networking via face-to-face meetings with potential clients Closing and executing sales transactions Servicing existing clients Analyzing and compiling presentations Attending training sessions and meetings Job Requirements: As a financial sales rep for Gamma Capital Group, you must have a strong entrepreneurial spirit bolstered by confidence, persistence and a high degree of personal integrity. This allows the Financial Services Representatives to quickly establish trust and build the kinds of relationships from which a client base can be developed. Gamma Capital Group's Financial Professionals come from a wide variety of professional backgrounds, from salespeople to bankers to engineers. It is expected that you will utilize the knowledge that you have gained and the networks that you have built in your professional life in order to develop and expand your career as a Financial Services Representative. Our Advisors enjoy: Flexibility and work-life balance most financial careers don’t offer. Competitive compensation and comprehensive benefits. Extensive training and support and a dedicated management team. Training and mentorship for advisors credentials Management and Partner Level Opportunities Comprehensive compensation and benefits: Exceptional Income Potential. Renewals & Residual Income Comprehensive Medical Coverage Retirement Package / Pension Plan Life & Disability income Insurance Compensation is 100% commission the first 12 Months. If you think you are the right fit for a winning team, please apply today! Working for Gamma Capital Group means working for a company that's committed to advancing diversity, equity, and inclusion. We do that through leadership development programs aimed at advancing, engaging, and retaining under-represented talent and our Employee Resource Groups, which strengthen our inclusive workplace, enhance personal development, and provide ways for employees to connect, learn and engage. Experience: Previous employment in sales where you have successfully turned prospects into customers Professional Licenses: Insurance and securities license If you do not have them, you will be required to attain those licenses within 90 days. Sales experience is helpful, but not required MBA, JD, CFP®, CPA or ChFC, a plus Qualifications: Entry-Level Finance experience not necessary - We have training programs! Ability to obtain professional licenses. Skills: Strong communication skills Sales/ marketing/ entrepreneurship interest A four-year college degree or more Results-driven, highly motivated, self-starter At Gamma Capital Group, our purpose is to help people embrace today and confidently pursue tomorrow. That's why we provide an environment focused on transparency, inclusion, trust and respect. Here, you'll discover our expansive range of roles, and a workplace where we aim to help turn your passion into a rewarding profession. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. We are an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.

As a virtual administrative assistant, you will provide administrative support to our team remotely, helping to ensure efficient operation and organization. You will perform a variety of administrative tasks, such as managing schedules, handling correspondence, and coordinating meetings, all while working from a remote location. Responsibilities: Manage executives' calendars and schedule appointments, meetings, and conferences. Coordinate travel arrangements, including flight bookings, hotel reservations, and transportation logistics. Prepare and distribute correspondence, memos, letters, and reports as needed. Respond to emails and phone calls in a professional and timely manner. Assist with document preparation, formatting, editing, and proofreading. Organize and maintain digital files and databases, ensuring accuracy and accessibility. Conduct research on various topics as requested and compile information into concise reports. Assist with virtual event planning and coordination, including webinars, conferences, and team meetings. Manage expenses, process invoices, and maintain records of financial transactions. Provide general administrative support, such as ordering office supplies, coordinating deliveries, and handling mail. Collaborate with team members and external stakeholders to facilitate communication and workflow. Uphold confidentiality and discretion in handling sensitive information. Requirements: Proven experience as an administrative assistant or similar role. Proficiency in Microsoft Office suite (Word, Excel, PowerPoint, Outlook) and other relevant software. Excellent communication skills, both written and verbal. Strong organizational and time-management abilities, with keen attention to detail. Ability to prioritize tasks and manage multiple deadlines effectively. Experience with virtual communication tools such as Zoom, Microsoft Teams, or Slack. Reliable internet connection and home office setup conducive to remote work. Self-motivated and able to work independently with minimal supervision. Adaptability and willingness to learn new skills and tools as needed. Previous experience working in a remote or virtual environment is a plus. Additional Information: This is a remote position, and candidates must have the ability to work from their home office. Flexible working hours may be required to accommodate different time zones or business needs. Training and support will be provided to familiarize you with company procedures and tools. Opportunities for professional development and advancement may be available based on performance and company growth.

Full Time $72,000-$90,000.00 Annual bonuses are based upon performance and productivity. Job Summary IG Phillips Global & Associates are shaping the future of the cannabis industry, the fastest-growing jobs sector in New York and the United States. The Director of Processing will be responsible for leading the Processing Division in our microbusiness operations in our upstate New York highly secured farm. The role will ensure facility and authorized division employees are compliant with New York local and state laws, as well as company policies and procedures. This role will oversee all processing activities on the farm, which will include all activities related to the post-harvest production of cannabis flower through primary packaging, as well as secondary packaging for both cannabis flower and infused products. The Director will lead and develop the team responsible for the processing and packaging duties in order to increase efficiency and maximize throughput while maintaining quality standards. JOB DUTIES AND RESPONSIBILITIES Exercise authority and direction concerning operational issues and budget decisions; participate in developing and implementing rules, regulations, department policies, and procedures Documentation and continued development of internal processes Continuous improvement in efficiencies, processes and procedures Manage and coordinate Post Harvest, Cure, Processing and Packaging operations at the facility including: daily activities, supply requests, equipment requirements, training/ development, schedules, personnel and quality assurance. Inventory oversight, management, and organization. Ensure product quality; making sure product quality is maintained while being processed, cured, and packaged. Ensure and oversee tracking logs of all harvested, processed and packaged products. Understand and perform proper curing and drying methods; understanding, maintaining and executing knowledge of correct levels of humidity and temperature ranges during various stages of production. Ability to research, evaluate and adapt to new methods, compliance updates, and techniques for operational improvement. Create, improve, implement, and ensure quality standards and procedures for processing and packaging operations Implement procedures and systems to increase efficiency, decrease costs, and effectively meet production goals and quality standards Manage and utilize Processing and Packaging labor force to effectively meet production goals and quality standards Provide coaching and direction concerning operational and personnel issues in the processing department Ensure product quality from each specific facility; making sure it is maintained while processed, cured, and packaged Monitor employee progress; coach, train and develop employees in the accomplishment of their duties and goals through personal and professional growth Create, implement, and continually review systems for operational efficiency, noting problems and/or redundancies and recommending solutions to better streamline operational efficiency and quality Create and manage approved budgets in relation to processing and automation at the facility Assure compliance requirements are met or exceeded through operational and physical support at their facility. Support regulatory compliance activities including authoring and review of study reports, and SOPs Understanding of applicable federal, state, and local laws and regulations as they pertain to the industry, personnel law, safety regulations, local municipal codes, and organizational rules, regulations, directives and standard operating procedures. Be able to update, manage, and articulate production performance using commercial and production planning tools. Oversee department Performance Indicators (PIs), Key Performance Indicators, and Monthly production goals. Manage department operating and labor costs. Develop, implement, and manage production forecasting and scheduling tools. Responsible for updating all financial, administrative, and production trackers with process department data on a daily basis. Oversee all automated seed to sale biomass and finished good transactions, transfers, and inventory adjustments. REQUIREMENTS Bachelor’s degree in Management or any related field required; MBA preferred 5+ years of management experience in field-based project management for a company with multi-site presence Requires 50-75% of travel Strong knowledge and experience of post-harvest processing of agricultural/plant material on a commercial scale Business acumen with broad understanding of the business model, science, facilities, engineering, process development, supply chain, quality, compliance, regulatory, and information technology expectations for cell therapy. Experience in strategic planning, risk management, and change management Quick learner – grasps essence quickly and uses information learned to apply elsewhere Excellent written and verbal communication skills Excellent interpersonal skills, knows how to work well with diverse and dynamic teams across multiple functions, e.g., operations, sales, legal, marketing, HR, technology Thrives in a fast-paced, dynamic environment; can handle multiple high priority projects simultaneously Ability to listen well and communicate effectively orally and in writing with various audiences, including their direct supervisor, upper management, and law enforcement EMPLOYEE BENEFITS We offer benefit packages that may include Medical, Dental, Vision, Paid Time Off ADDITIONAL DUTIES: Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, obligations, and activities may change at any time, with or without notice. EEO Statement IG Phillips Global & Associates Inc. is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristics protected by local laws, regulations, or ordinances of New York.

This is a part-time role for a Financial Representative. The Financial Representative will be responsible for providing financial planning advice, offering insurance solutions, assisting with retirement planning, and facilitating investments. Start a new career and get paid to train! Build a business and learn as you go! Qualifications Financial Planning and Finance skills Insurance knowledge and experience Retirement Planning expertise Investment understanding Strong communication and interpersonal skills Ability to work independently and remotely Good organizational and time management skills Previous experience in the financial services industry is a plus Company Description Our Firm is leading financial services company operating for over 46 years. We have more than 2,000 corporate employees who support over 135,000 licensed independent representatives. Our focus is on serving the needs of middle-income families by offering financial education and a range of financial products and services.

Job Description - PLEASE READ BEFORE APPLYING FOR JOB - Commission Based Employment Paid Training Funding Specialist - Entry Level Infusion Capital New York, NY, USA Anywhere between $80,000 - $175,000 - Annually In Commissions - Legal ID a must Full-Time Monday through Friday 10-6 No Weekends Sales Office Summary - Infusion Capital is a Full-Service Merchant Cash Advance Brokerage located in the Financial District of Manhattan. We are looking for candidates who are persuasive, energetic, results-driven, and ready to go the extra mile. No license or experience needed; we have an impeccable team to mold you into the best version of yourself. At Infusion Capital you will grow with NO LIMITS. You will value your workspace and be involved in a great work environment. We have breakpoints/goals that are set in place to make you excel to the next level quickly. We are constantly marketing and purchasing new leads to keep you busy. Our goal? To turn you into a fully operational Team Leader with 6-8 callers working for you – We are raising Leaders here at Infusion Capital. Responsibilities - Building a comfortable and honest relationship with clients Negotiating the most efficient deals to clients Demonstrating a solid understanding of what the company has to offer High volume of calls per day Maintaining a book of active clients Strong organizational skills Willingness to learn and take direction from superiors If you are serious about taking on a position for an opportunity to control your income and get compensated for what you bring to the table. Job Type: Full-time Salary: $80,000.00 - $175,000.00 per year Experience level: No experience needed Schedule: Day shift Monday to Friday Ability to commute/relocate: New York, NY 10005: Reliably commute or planning to relocate before starting work (Required) Work Location: 40 Wall St, The Trump Building.

Personal financial professional assess the financial needs of individuals and help them with decisions on investments (such as stocks and bonds), tax laws, and insurance. Financial professional helps clients plan for short- and long-term goals, such as budgeting for education expenses and saving for retirement through investments.

Job brief We are looking for a responsible Assistant Manager to help organize and run our retail stores and fill in for the Store Manager when needed. Your job will be highly important in ensuring the sales team meets its goals of efficiency and customer satisfaction. Assistant Manager responsibilities include hiring and training sales associates, monitoring inventory and ordering merchandise based on demand. You will also research competitive products and analyze consumer behavior to ensure our store meets and exceeds client expectations. Our ideal candidate will have retail manager skills with a sharp business mindset. You should also be skilled at organizing and solving problems. Interpersonal and mediation skills will also be very useful, since you’ll often be acting as a liaison between managers, employees and customers. Ultimately, the duties of the Assistant Manager are to make sure our stores operate effectively, and that we keep our customers happy. Responsibilities - Assist the Retail Store Manager in planning and implementing strategies to attract customers - Coordinate daily customer service operations (e.g. sales processes, orders and payments) - Track the progress of weekly, monthly, quarterly and annual objectives Monitor and maintain store inventory - Evaluate employee performance and identify hiring and training needs. - Supervise and motivate staff to perform their best - Coach and support new and existing Sales Associates - Monitor retail operating costs, budgets and resources - Suggest sales training programs and techniques - Communicate with clients and evaluate their needs - Analyze consumer behavior and adjust product positioning - Handle complaints from customers - Research emerging products and use information to update the store’s merchandise - Create reports, analyze and interpret retail data, like revenues, expenses and competition - Conduct regular audits to ensure the store is functionable and presentable - Make sure all employees adhere to company’s policies and guidelines - Act as our store’s representative and set an example for our staff Requirements and skills - Proven experience as a Retail Assistant Manager or similar position - Experience with recruiting and performance evaluation processes - Familiarity with financial and customer service principles - Good math skills with the ability to create and analyze reports, spreadsheets and sales statistics - Proficient user of MS Office (MS Excel in particular)Leadership and organizational abilities - Interpersonal and communication skills - Problem-solving attitude - Flexibility to work in shifts