Financial Planner - MARSHALL and STERLING : Job Details

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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