Financial Planner

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.

• 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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