Job Overview

description:

financial planner- certified financial planner certification required.

why join marshall+sterling?

as a 100% employee-owned company with roots dating back to 1864, marshall+sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. our vision of creating a future that's safer and more secure drives everything we do.

innovation is not optional here - it's imperative. we constantly seek better, smarter ways to serve our clients and improve as a company. collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. our employee-owners are not only valued and empowered, but also directly invested in our collective success.

at marshall+sterling, you're not just joining a company - you're joining a culture built on integrity, impact, and people-first values. your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all.

we're looking for a certified, dynamic and client-focused financial planning professional to support our advisors in delivering tailored financial solutions. in this role, you'll play a vital part in developing customized financial plans, analyzing data, and collaborating with advisors to ensure top-tier client service.

• work closely with clients to develop and implement comprehensive financial plans, investment analysis, retirement, tax planning, and more.
• assist advisors by preparing for client meetings, developing customized financial plans, and presenting them to both the advisor and client.
• stay informed on financial planning trends and industry best practices.
• keep up with industry trends and break down complex financial planning concepts into practical, easy-to-understand strategies for clients.
• partner with fellow employee-owners to create a supportive, team-oriented environment that enhances the client experience.
• discover new planning opportunities, including high-net-worth and tax-focused strategies.

requirements:

• bachelor's degree in business, finance, economics, psychology, or related experience. 3+ years of experience in financial services, specializing in financial planning.
• cfp certification required.
• strong knowledge of retirement strategies, wealth management, and risk assessment.
• proficiency in microsoft office, crm platforms (preferably redtail), and financial planning software (e-money, holistiplan).

total rewards package:

compensation: $65,000 - $80,000 annually, based on experience and certification.

benefits: comprehensive package including medical, dental, vision, 401(k) with match, generous paid time off (pto), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more!

employee stock ownership program

as a 100% employee-owned company, marshall+sterling offers you the unique opportunity to build long-term wealth while growing your career. here's what makes our esop so valuable:

• long-term rewards: the value of your esop account grows over time, rewarding your commitment and contributions to the company's success.
• collaborative & engaged culture: employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success.
• no out-of-pocket costs: unlike stock purchase plans, our esop is entirely company-funded, meaning you gain equity without any personal investment.

for more information on our culture and benefits, please visit us at : careers - marshall+sterling

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