Burns Brothers Financial Group Llc Salary for Certified Financial Planner BETA

Financial Wellness Coach - Part-time (20 hours) and Remote We are looking for an energetic, positive person to join the Marsh McLennan Agency – New England Retirement Services Team. Reporting to the Director of Financial Wellness within our Retirement Services practice, this position will be responsible for delivering individual retirement education and financial wellness materials to our client’s employees and plan participants, both in-person and virtually.In addition, you will assist the team with retention and new business development goals and opportunities. The ideal candidate would be someone who is a self-starter, motivated to succeed and adaptable to change; able to thrive in a fast-paced environment, where the client is the focus and delivering outstanding service is the priority. Ideal hours: Monday – Thursday, 8:00am – 10:00am and 5:00pm – 8:00pm EST Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work

Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional. People who work for public schools, colleges, universities, hospitals, nonprofit organizations and municipal governments can save for retirement through a 403(b) tax-sheltered annuity (TSA) and 457(b) employee-deferred compensation (EDC) plans. Recognizing the benefits of these plans and the specific needs of this marketplace, we created the Retirement Benefits Group (RBG). As an RBG Financial Professional, you will be provided with a defined market to help you prospect and accelerate the growth of your career. Your primary focus will be providing financial products and services, as well as education to those who build and serve our communities, such as: Tea

OVERVIEW: The Department of Finance of the Opus College of Business at the University of St. Thomas in Minnesota invites applications on an ongoing basis for our pool of potential adjunct instructors. Adjunct appointments are without tenure and are not tenure-track appointments. Adjunct instructors may be hired as needed to teach one or multiple classes on a semester-by-semester basis. This posting is for a pooled, adjunct faculty position for continuous recruitment. Review of candidates is typically done three times annually spring, summer and fall. As an adjunct faculty member in the Finance Department, your primary responsibility will be to teach undergraduate and/or graduate courses. The department offers a variety of courses in finance at the undergraduate and graduate levels. We welcome candidates with expertise in all areas of finance, including Financial Management, Corporate Finance, Strategic Finance, Investments, Security Analysis, Investment Management, Derivatives, Fixed-i

Job Description: The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy. The Expertise\u00A0We re Looking For Series 7, 63, 65, 66 required prior to hire Insurance licenses must be obtained within 6 months of hire Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings A sound understanding of the Broker/Dealer and RIA marketplace Bachelor s Degree required The Purpose\u00A0of Your Role This is a senior level position responsible for effectively implementing wealth management, trust and estate planning to individuals while maintaining a high level of superior service to drive client loyalty. The Skills\u00A0You Bring Ability to execute key elements of the wealth planning process including Investment Trust Strategy, R

Job Description: Wealth Management Planning Consultant For you, client interactions aren t just transactions. They re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant. The Expertise We re Looking For FINRA Series 7 & 63 licensed; Series 65 or 66 licensed (OR ability to acquire series 65/66 upon hire) and Life Insurance license Financial Services experience, we recommend five years Degree and/or other professional certifications such as CFP are helpful The Purpose of Your Role You are providing the highest level of customer service to Fidelity s most sophisticated and most valued client. Through frequent communication and teamwork, you are a key player on the Wealth Management team as you directly support the Advisor s efforts to increase and develop their business. The Skills You Bring Extraordinary interpersonal communication skills, via te

Position Summary Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale rules, and aggregate allocations? If this is music to your ears, and you love a challenge and a very fast-paced environment, we have the career for you! Recruiting for this role ends on June 1, 2025 What You'll Do Tax Seniors identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates. The right person should have a solid understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations. trader vs. investor determination, and identifying necessary federal, international and state investor reporting. Tax Seniors in our Hedge Fund Tax practice perform detail-level review of tax workpapers, allocations and tax returns, as well as pe

Job Description: Fidelity Investments Racial Equity & Diversity Pledge \u201CFidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.\u201D Abby Johnson | Chairman & CEO Fidelity Investments It is time to explore new challenges in your career With your outstanding integrity, we know that clients invest their trust in you. Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology and a world-class investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Expertise We re Looking For Previous success in sales FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present

Job Description: Fidelity Investments Racial Equity & Diversity Pledge \u201CFidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.\u201D Abby Johnson | Chairman & CEO Fidelity Investments It is time to explore new challenges in your career With your outstanding integrity, we know that clients invest their trust in you. Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology and a world-class investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Expertise We re Looking For Previous success in sales FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present