Total 93 financial planner job vacancies in Education / Training category in The United States of America

Work-life balance, essential financial knowledge, attractive remuneration

This role offers flexible work arrangement, equipping you with essential knowledge on financial planning, along with attractive remuneration. Fret not, training and mentorship will be provided. Connect with us and explore a fulfilling career in financial advisory.

Fresh graduates and those looking for a mid-career switch are welcome too!

A Day in The Life of a Financial Advisor:

• Client Networking: Establish and grow a strong client base through networking and prospecting.
• Financial Strategy Development: Understanding your clients’ financial situations and goals to devise strategies that cater to their needs.
• Insurance and Financial Advisory: Provide a holistic approach on insurance and financial planning in areas such as retirement, education, and investments supported by our comprehensive product suite.
• Financial Analysis: Prepare and present financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Build strong relationships through regular reviews to adapt clients’ financial plans to life changes.

Benefits & Rewards:

• Tailored Training: Gain essential CMFAS certifications and skills through structured courses, with mentoring from experienced and dedicated consultants.
• Attractive Rewards: Embrace our 'work hard, play hard' work ethos, with incentives for top performers.
• Attractive Income Structure: Earn attractive income through a multi-layered incentive system, including commissions, performance incentives, annual bonuses, and exclusive incentive trips.
• Mentorship from Success Stories: Guided by mentors who began their successful careers as students, including one who earned S$90K/month during their days at NUS.
• Flexible Working Hours: Suitable for students.
• Student Funding Programme: Benefit from our corporate financing scheme specifically designed for university students, supporting you in the first 24 months of your career.

Qualifications:

• Singaporean / Singapore PR preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Degree in any field
• Result-oriented & highly-motivated
• Strong interpersonal skills with a passion to serve

Apply now and kickstart your career in financial advisory!

As a Training and Development Specialist with a focus on the call model, you will play a pivotal role in enhancing the performance and skills of call center agents. Your primary responsibility will be to design, implement, and evaluate training programs tailored to optimize call handling, customer service, and overall efficiency within our call center environment. You will collaborate closely with call center management, subject matter experts, and instructional designers to ensure that training initiatives align with organizational goals and best practices in the industry.

Key Responsibilities:

• Develop comprehensive training programs for call center agents, covering call handling techniques, customer service skills, product knowledge, and system navigation.
• Design engaging training materials such as presentations, manuals, job aids, and interactive modules that cater to diverse learning styles.
• Utilize adult learning principles and instructional design methodologies to create impactful learning experiences.
• Collaborate with call center managers to identify training needs, assess performance gaps, and develop targeted solutions.
• Implement innovative training strategies like simulations, role-plays, and scenario-based learning to enhance real-world application.
• Evaluate training effectiveness through participant feedback, performance metrics, and quality assurance measures.
• Stay updated on industry trends and best practices to continuously improve training content and delivery methods.
• Partner with internal stakeholders, including Quality Assurance and Operations, to ensure alignment of training initiatives with organizational objectives and compliance requirements.
• Provide ongoing coaching, mentoring, and support to call center agents to reinforce learning outcomes and drive performance improvement.

Additional Responsibilities:

• Facilitate Orientation for new hires, including providing welcome packages and assisting in onboarding processes.
• Administer CBS Call Model Certification and Training, Policy and Procedure Training, and Compliance and Call Quality Evaluation programs.
• Conduct call calibrations with agents and counterparts to ensure consistency in evaluating call quality and compliance.
• Perform monthly Call Quality evaluations alongside management, providing feedback and recommendations for improvement.

Qualifications:

• Bachelor's degree in Education, Instructional Design, Communication, Business Administration, or a related field; relevant certifications or coursework in training and development preferred.
• Proven experience (3+ years) in designing, delivering, and evaluating training programs within a call center or customer service environment, with a focus on call handling techniques and customer interactions.
• Proficiency in instructional design principles, adult learning theory, and e-learning authoring tools (e.g., Articulate Storyline, Adobe Captivate).
• Strong communication skills, both verbal and written, with the ability to convey technical concepts and information in a clear and concise manner.
• Excellent interpersonal skills, including the ability to build rapport, foster collaboration, and establish credibility with diverse stakeholders at all levels of the organization.
• Analytical mindset with the ability to collect, analyze, and interpret data to measure training effectiveness, identify trends, and drive continuous improvement initiatives.
• Demonstrated organizational skills, attention to detail, and project management abilities to prioritize competing demands, meet deadlines, and deliver high-quality results in a fast-paced environment.
• Flexibility and adaptability to accommodate changing business needs, technology advancements, and evolving training requirements within the call center industry.
• Passion for learning and professional development, with a commitment to staying current on industry trends, best practices, and emerging technologies in training and development.

WE ARE PROUD TO BE: Montreal's Top Employers 2023 by Canada’s Top 100 Employers!

Learn more: https://www.fairstone.ca/en/about/canadian-lender

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Full time

Job Type:

Permanent

Work-life balance, essential financial knowledge, attractive remuneration

This role offers flexible work arrangement, equipping you with essential knowledge on financial planning, along with attractive remuneration. Fret not, training and mentorship will be provided. Connect with us and explore a fulfilling career in financial advisory.

Fresh graduates and those looking for a mid-career switch are welcome too!

A Day in The Life of a Financial Advisor:

• Client Networking: Establish and grow a strong client base through networking and prospecting.
• Financial Strategy Development: Understanding your clients’ financial situations and goals to devise strategies that cater to their needs.
• Insurance and Financial Advisory: Provide a holistic approach on insurance and financial planning in areas such as retirement, education, and investments supported by our comprehensive product suite.
• Financial Analysis: Prepare and present financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Build strong relationships through regular reviews to adapt clients’ financial plans to life changes.

Benefits & Rewards:

• Tailored Training: Gain essential CMFAS certifications and skills through structured courses, with mentoring from experienced and dedicated consultants.
• Attractive Rewards: Embrace our 'work hard, play hard' work ethos, with incentives for top performers.
• Attractive Income Structure: Earn attractive income through a multi-layered incentive system, including commissions, performance incentives, annual bonuses, and exclusive incentive trips.
• Mentorship from Success Stories: Guided by mentors who began their successful careers as students, including one who earned S$90K/month during their days at NUS.
• Flexible Working Hours: Suitable for students.
• Student Funding Programme: Benefit from our corporate financing scheme specifically designed for university students, supporting you in the first 24 months of your career.

Qualifications:

• Singaporean / Singapore PR preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Degree in any field
• Result-oriented & highly-motivated
• Strong interpersonal skills with a passion to serve

Apply now and kickstart your career in financial advisory!

Alight Is Looking For a Financial Education Project Manager

Our story

At Alight, we believe a company’s success starts with its people. At our core, we Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to “Be Alight.”

Our Values:

Champion People – be empathetic and help create a place where everyone belongs.

Grow with purpose – Be inspired by our higher calling of improving lives.

Be Alight – act with integrity, be real and empower others.

It’s why we’re so driven to connect passion with purpose. Our team’s expertise in human insights and cloud technology gives companies and employees around the world the ability to power confident decisions, for life.

With a comprehensive total rewards package, continuing education and training, and tremendous potential with a growing global organization, Alight is the perfect place to put your passion to work.

Join our team if you Champion People, want to Grow with Purpose through acting with integrity and if you embody the meaning of Be Alight.

Learn more at careers.alight.com.

Your Impact as a Financial Education Project Manager

• Assist the financial education team in the creation of solutions for clients and prospects

• Manage financial education projects to ensure a successful and timely delivery

• Create and maintain a centralized database for workshop materials

• Enthusiastically deliver in-person workshops and online webinars including audience Q&A

• Frequently connect with business leaders across Alight’s services to understand changes to the industry, trends, and client feedback

• Become a subject matter expert for all financial services products and core lines of business offered through Alight

Position Requirements

• Bachelor's Degree or equivalent experience

• Series 6 or 7 and 65 or 66 required

• CRPC or CFP designation preferred (or willingness to obtain CRPC within 90 days of employment)

• Experience in financial planning or advisory services in participant facing capacity

• Experience delivering seminars/training and comfortable speaking in front of small and large groups of people

• Strong Microsoft Office experience, especially PowerPoint and Excel

• 5 years of project management and client management experience

• Vendor relationship management experience preferred

• Defined contribution and defined benefit plan experience preferred

• Ability to understand and communicate detailed plan provisions and documents

• Must be willing to travel up to 30%

Other Critical Requirements

• Be able to collaborate on a team with new ideas in a fast paced environment

• Ability to work independently and abide by the team best practices and deadlines

• Must have the ability to learn new and unfamiliar subject matter quickly and be self-motivated to understand processes, technology, and/or financial planning topics

Flexible Working

So that you can be your best at work and home, we consider flexible working arrangements wherever possible.  Alight has been a leader in the flexible workspace and “Top 100 Company for Remote Jobs” 5 years in a row.

Benefits

We offer programs and plans for a healthy mind, body, wallet and life because it’s important our benefits care for the whole person. Options include a variety of health coverage options, wellbeing and support programs, retirement, vacation and sick leave, maternity, paternity & adoption leave, continuing education and training as well as a number of voluntary benefit options. 

By applying for a position with Alight, you understand that, should you be made an offer, it will be contingent on your undergoing and successfully completing a background check consistent with Alight’s employment policies. Background checks may include some or all the following based on the nature of the position: SSN/SIN validation, education verification, employment verification, and criminal check, search against global sanctions and government watch lists, credit check, and/or drug test.  You will be notified during the hiring process which checks are required by the position.

Our commitment to Diversity and Inclusion

Alight is committed to diversity, equity, and inclusion. We celebrate differences and believe in fostering an environment where everyone feels valued, respected, and supported. We know that diverse teams are stronger, more innovative, and more successful.

At Alight, we welcome and embrace all individuals, regardless of their background, and are dedicated to creating a culture that enables every employee to thrive. Join us in building a brighter, more inclusive future.

Diversity Policy Statement

Alight is an Equal Employment Opportunity employer and does not discriminate against anyone based on sex, race, color, religion, creed, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, marital or domestic partner status, citizenship, military or veteran status, sexual orientation, gender, gender identity or expression, genetic information, or any other legally protected characteristics or conduct covered by federal, state or local law.   In addition, we take affirmative action to employ and advance in the employment of qualified minorities, women, disabled persons, disabled veterans and other covered veterans.

Alight provides reasonable accommodations to the known limitations of otherwise qualified employees and applicants for employment with disabilities and sincerely held religious beliefs, practices and observances, unless doing so would result in undue hardship. Applicants for employment may request a reasonable accommodation/modification by contacting his/her recruiter.

Authorization to work in the Employing Country

Applicants for employment in the country in which they are applying (Employing Country) must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the Employing Country and with Alight.

Note, this job description does not restrict management's right to assign or reassign duties and responsibilities of this job to other entities; including but not limited to subsidiaries, partners, or purchasers of Alight business units

We offer you a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.

Salary Pay Range

Minimum :

65,600 USD

Maximum :

104,100 USD

Pay Transparency Statement: Alight considers a variety of factors in determining whether to extend an offer of employment and in setting the appropriate compensation level, including, but not limited to, a candidate’s experience, education, certification/credentials, market data, internal equity, and geography. Alight makes these decisions on an individualized, non-discriminatory basis. Bonus and/or incentive eligibility are determined by role and level. Alight also offers a comprehensive benefits package; for specific details on our benefits package, please visit: https://bit.ly/Alight_Benefits

DISCLAIMER:

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities of this job to other entities; including but not limited to subsidiaries, partners, or purchasers of Alight business units.

Alight Solutions provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, pregnancy, childbirth or related medical condition, veteran, marital, parental, citizenship, or domestic partner status, or any other status protected by applicable national, federal, state or local law. Alight Solutions is committed to a diverse workforce and is an affirmative action employer.

The Academic Insturctor is required to teach the courses in the undergraduate programs offered by the University at Buffalo, The States University of New York, US, in partnership with Singapore Institute of Management in Singapore.

The roles would include:

• Creation of course design and materials, and implementation of syllabus to meet UB learning objectives;
• Delivery of student-centered, interactive course curriculum, including supervision of project work;
• Create, administer, and mark assessment instruments;
• Evaluate student progress and achievements;
• Hold regular consultation hours;
• Maintain and submit academic records.

Job Requirements:

• A Ph.D or Master's Degree in the exact discipline as specified by the teaching assignment from a nationally or regionally (USA) accredited university is required;
• Terminal degree is preferred;
• At least 2 years of relevant full-time teaching experience in the exact discipline as specified by the teaching assignment at the tertiary level is required;
• Ability to independently operate all class level functions of Blackboard classroom management system, including Grade Center, is required;
• Substantial evidence of an active academic research agenda and recent history of publication(s) in peer-reviewed scholarly journal(s) are strongly preferred;
• 5 years of relevant work experience will be an added advantage;
• Available to teach during day time on weekdays

Note:

• Only short-listed candidates who meet the specified requirements will be notified.
• Remuneration varies based on the number of classes conducted.

Work-life balance, essential financial knowledge, attractive remuneration

This role offers flexible work arrangement, equipping you with essential knowledge on financial planning, along with attractive remuneration. Fret not, training and mentorship will be provided. Connect with us and explore a fulfilling career in financial advisory.

Fresh graduates and those looking for a mid-career switch are welcome too!

A Day in The Life of a Financial Advisor:

• Client Networking: Establish and grow a strong client base through networking and prospecting.
• Financial Strategy Development: Understanding your clients’ financial situations and goals to devise strategies that cater to their needs.
• Insurance and Financial Advisory: Provide a holistic approach on insurance and financial planning in areas such as retirement, education, and investments supported by our comprehensive product suite.
• Financial Analysis: Prepare and present financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Build strong relationships through regular reviews to adapt clients’ financial plans to life changes.

Benefits & Rewards:

• Tailored Training: Gain essential CMFAS certifications and skills through structured courses, with mentoring from experienced and dedicated consultants.
• Attractive Rewards: Embrace our 'work hard, play hard' work ethos, with incentives for top performers.
• Attractive Income Structure: Earn attractive income through a multi-layered incentive system, including commissions, performance incentives, annual bonuses, and exclusive incentive trips.
• Mentorship from Success Stories: Guided by mentors who began their successful careers as students, including one who earned S$90K/month during their days at NUS.
• Flexible Working Hours: Suitable for students.
• Student Funding Programme: Benefit from our corporate financing scheme specifically designed for university students, supporting you in the first 24 months of your career.

Qualifications:

• Singaporean / Singapore PR preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Degree in any field
• Result-oriented & highly-motivated
• Strong interpersonal skills with a passion to serve

Apply now and kickstart your career in financial advisory!

Job Description:

The Job/What You'll Do:

AssetMark is hiring for a Learning Content and Knowledge Specialist on the Service Training Team to spearhead the development and implementation of innovative knowledge management strategies, aimed at enhancing the efficiency and scalability of service delivery, while maintaining the highest standards of content quality and customer self-service experience. We seek a hard-working, organized, creative professional with finance industry experience who will find an excellent opportunity to achieve recognition and reap the rewards of their efforts as a Learning Content and Knowledge Specialist for AssetMark.  

In this role, you'll have the opportunity to showcase your initiative and results-driven mindset within our dynamic and supportive environment. You'll be instrumental in scaling our training strategy by creating and maintaining critical knowledge resources and managing learning content that propels the Service Team to excel in their roles and paves the way for their career advancement.

You will collaborate closely with organizational leaders to address their learning needs and ensure knowledge resources are up-to-date and effective. Ready to make a meaningful contribution to our team? If this sounds like a match for you, take the next step and apply today!

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location is either Concord, CA or Phoenix, AZ.

Responsibilities:

Knowledgebase Management:

• Manage overall Knowledge Program Health – article audit pass rate, KDE activity and training, dashboards, and reporting
• Develop and organize content, ensuring information is well-structured, categorized, and easily searchable
• Proactively identify areas for improvement in content, update accordingly, and recommend/implement enhancements to knowledge base platforms and processes
• Orchestrate the development of quality assurance processes for content updates and validation, fostering team accountability and engagement, leading to consistently high standards of content accuracy and reliability
• Stay informed about industry best practices in knowledge management and tag content with relevant keywords and metadata
• Provide training to team members and clients on using knowledge base resources effectively
• Serve as the primary resource for Knowledge Article Creation for product or program launches when Operations & Service SME/KDE does not exist
• Lead initiatives to create and provision externally accessible client-facing online self-service resources
• Collaborate with the AssetMark Knowledge Domain Experts (KDEs) and Service Analysts to ensure knowledge is effectively captured in our Salesforce Knowledgebase

Learning Content Management:

• Management of online content of enterprise LMS; uploading content, assigning, tracking and management of courses for internal and external clients
• Provide Service Managers scalable resources to reinforce service training accountability and continued development through on-the-job learnings
• Collaborate with SMEs to collect, analyze, and learn operational processes, procedures, and policies and then assist with transferring that information into course content as appropriate to learning objectives
• Participate in creating and implementing new training programs and/or initiatives
• Gather feedback, ideas, and process improvements from the team and work closely with Service Leaders and/or functional departments to implement
• Manage the end-to-end process of designing, developing, implementing, and evaluating effective training curriculum for internal and external clients
• Collaborate to develop and maintain scalable training resources to solve for coaching needs, learning challenges, and knowledge assessments
• Recommend changes to existing courses, including technology or instructional methods, to better adhere to delivery options for the course

Additional Training Program Support:

• Develop and deliver training curriculum to support Associate’s career progression
• Work with Service Leaders to identify and prioritize critical and one-off training needs and create an ongoing training agenda and outlook for at least 90 days
• Collaborate with the Service Leadership Team and various business partners to help create, and facilitate trainings that are presented in person, virtual, or module-based
• Work with the Advisor Services Trainer to assist with in-person and virtual training as needed
• Demonstrates energy, enthusiasm, and passion with the ability to inspire others
• Seek to develop and maintain scalable training resources to solve coaching needs, learning challenges, and knowledge assessments

Knowledge, Skills, and Abilities:

• Familiarity with content management systems such as WordPress, Drupal, and Joomla
• Proficient with Microsoft Office suite, familiar with other technologies that support training, such as LMS, eLearning authoring tools, and distance learning tools
• Excellent oral and written communication, presentation, and facilitation skills in dealing with internal and external contacts
• Demonstrated ability to be organized and attention to detail
• Ability to manage complex projects and multiple priorities in a fast-paced environment at a high level of competence

Education & Experience:

• BA or BS (4-year degree) or Certification in Education, Curriculum Design, Adult Learning, Instructional Design, or related field
• Experience managing/creating/organizing learning and/or training content
• Proficiency in knowledge base software/tools (e.g., Salesforce Knowledge)
• Experience working in Salesforce
• Instructional Design experience across a variety of delivery channels (eLearning, blended, face-to-face, mobile, etc.) - preferred
• Experience working with Learning Management Systems - preferred
• Experience in using Articulate (authoring tools) and video editing software - preferred
• Experience Creating engaging learning activities and compelling course content with content-authoring tools such as Storyline, Rise and Camtasia - preferred
• Experience in Service Training - preferred
• Financial Services experience - preferred

Compensation: The Base Salary range for this position is between $55,000-$65,000.

 

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

#LI-CR1

#LI-hybrid

Who We Are & What We Offer:

AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do  and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

• Flex Time Off or Paid Time/Sick Time Off
• 401K – 6% Employer Match
• Medical, Dental, Vision – HDHP or PPO
• HSA – Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

Work-life balance, essential financial knowledge, attractive remuneration

This role offers flexible work arrangement, equipping you with essential knowledge on financial planning, along with attractive remuneration. Fret not, training and mentorship will be provided. Connect with us and explore a fulfilling career in financial advisory.

Fresh graduates and those looking for a mid-career switch are welcome too!

A Day in The Life of a Financial Advisor:

• Client Networking: Establish and grow a strong client base through networking and prospecting.
• Financial Strategy Development: Understanding your clients’ financial situations and goals to devise strategies that cater to their needs.
• Insurance and Financial Advisory: Provide a holistic approach on insurance and financial planning in areas such as retirement, education, and investments supported by our comprehensive product suite.
• Financial Analysis: Prepare and present financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Build strong relationships through regular reviews to adapt clients’ financial plans to life changes.

Benefits & Rewards:

• Tailored Training: Gain essential CMFAS certifications and skills through structured courses, with mentoring from experienced and dedicated consultants.
• Attractive Rewards: Embrace our 'work hard, play hard' work ethos, with incentives for top performers.
• Attractive Income Structure: Earn attractive income through a multi-layered incentive system, including commissions, performance incentives, annual bonuses, and exclusive incentive trips.
• Mentorship from Success Stories: Guided by mentors who began their successful careers as students, including one who earned S$90K/month during their days at NUS.
• Flexible Working Hours: Suitable for students.
• Student Funding Programme: Benefit from our corporate financing scheme specifically designed for university students, supporting you in the first 24 months of your career.

Qualifications:

• Singaporean / Singapore PR preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Degree in any field
• Result-oriented & highly-motivated
• Strong interpersonal skills with a passion to serve

Apply now and kickstart your career in financial advisory!

Collective Training Exercise Planner

Key Role:

Serve as Lead Planner for a team that performs advanced analytical and technical scenario design and planning tasks in support of collective training operations. Demonstrate knowledge of Joint and Army Warfighting Functions doctrine, tactics, techniques, processes, and applicable regulations involved in military operations at the Joint and Theater level. Design scenarios to establish a doctrinally correct Brigade, Division-Corps, and Theater level training environment for Combat Support Training Exercises (CSTX), Command Post Exercises-Functional (CPX-F), and other collective training events, in accordance with guidance, unit Mission Essential Task (MET), and commanders’ training objectives (TOs) with detail to support any Rotational Training Unit (RTU). Develop supporting scenario products that include Road to Conflict, Scenario Timeline and Date Conversion Chart, Unit Listing with updated UICs, Base Task Organization, Base OPFOR, Base Unit location, including Graphics, Unit Start Locations, and Unit movements by time increments, Threat ML COA and MD COA, Concept Sketches of Maneuver, Sustainment, Protection, and Health Service Support. Develop doctrinally correct, complete Operations Orders with related maneuver graphics and synch matrices for Theater, such as Joint and CFLCC, Divisions and select Brigades with detail to support any RTU training objectives. Participate in Joint Exercise Lifecycle (JELC) workshops, including Collective Training Scheduling Workshop (CTSW), Training and Resource Requirements Workshop (TRSW), the Concept Development Workshop (CDW), Initial Planning Workshop (IPW) and Master Scenario Events List (MSEL) Development (MSEL DEV) Workshop, Mid-Planning Workshop (MPW), and Final Planning Workshop (FPW). Coordinate all planning throughout the JELC process. Answer all requests for information in a timely manner and in accordance with doctrine.

Basic Qualifications:

• 15+ years of experience in the military

• Experience serving on Army or Joint staffs

• Experience with developing Army or Joint Operations Orders

• Experience in exercise design, coordination, and execution, including events at the tactical, operational, and strategic levels

• Ability to prioritize work and complete multiple tasks under deadlines

• Ability to perform activities with a very high degree of attention to detail

• Secret clearance

• Bachelor’s degree

• Completion of professional military education, such as Command and Staff College or War College

Additional Qualifications:

• Knowledge of TRADOC ODIN and the Decisive Action Training Environment

• Knowledge of Current Joint and Army doctrine, tactics, techniques and procedures (TTPs), and force structure

• Knowledge of the Force Management System Website (FMS Web), Mission Analysis Readiness Resource Synchronization (MARRS), Combined Arms Training Strategies (CATS), and the Army Training Network (ATN)

Clearance:

Applicants selected will be subject to a security investigation and may need to meet eligibility requirements for access to classified information; Secret clearance is required.

Create Your Career:

Grow With Us

Your growth matters to us—that’s why we offer a variety of ways for you to develop your career. With professional and leadership development opportunities like upskilling programs, tuition reimbursement, mentoring, and firm-sponsored networking, you can chart a unique and fulfilling career path on your own terms.

A Place Where You Belong

Diverse perspectives cultivate collective ingenuity. Booz Allen’s culture of respect, equity, and opportunity means that, here, you are free to bring your whole self to work. With an array of business resource groups and other opportunities for connection, you’ll build your community in no time.

Support Your Well-Being

Our comprehensive benefits package includes wellness programs with HSA contributions, paid holidays, paid parental leave, a generous 401(k) match, and more. With these benefits, plus the option for flexible schedules and remote and hybrid locations, we’ll support you as you pursue a balanced, fulfilling life—at work and at home.

Your Candidate Journey

At Booz Allen, we know our people are what propel us forward, and we value relationships most of all. Here, we’ve compiled a list of resources so you’ll know what to expect as we forge a connection with you during your journey as a candidate with us.

Compensation

At Booz Allen, we celebrate your contributions, provide you with opportunities and choices, and support your total well-being. Our offerings include health, life, disability, financial, and retirement benefits, as well as paid leave, professional development, tuition assistance, work-life programs, and dependent care. Our recognition awards program acknowledges employees for exceptional performance and superior demonstration of our values. Full-time and part-time employees working at least 20 hours a week on a regular basis are eligible to participate in Booz Allen’s benefit programs. Individuals that do not meet the threshold are only eligible for select offerings, not inclusive of health benefits. We encourage you to learn more about our total benefits by visiting the Resource page on our Careers site and reviewing Our Employee Benefits page.

Salary at Booz Allen is determined by various factors, including but not limited to location, the individual’s particular combination of education, knowledge, skills, competencies, and experience, as well as contract-specific affordability and organizational requirements. The projected compensation range for this position is $65,300.00 to $149,000.00 (annualized USD). The estimate displayed represents the typical salary range for this position and is just one component of Booz Allen’s total compensation package for employees. This posting will close within 90 days from the Posting Date.

Work Model
Our people-first culture prioritizes the benefits of flexibility and collaboration, whether that happens in person or remotely.

• If this position is listed as remote or hybrid, you’ll periodically work from a Booz Allen or client site facility.
• If this position is listed as onsite, you’ll work with colleagues and clients in person, as needed for the specific role.

EEO Commitment

We’re an equal employment opportunity/affirmative action employer that empowers our people to fearlessly drive change – no matter their race, color, ethnicity, religion, sex (including pregnancy, childbirth, lactation, or related medical conditions), national origin, ancestry, age, marital status, sexual orientation, gender identity and expression, disability, veteran status, military or uniformed service member status, genetic information, or any other status protected by applicable federal, state, local, or international law.

Work-life Balance, Flexi-work Arrangement, Attractive Remunerations

This role offers flexible work arrangement, equipping you with essential knowledge on financial planning, along with attractive remunerations. Fret not, training & mentorship will be provided. Connect with us and explore a fulfilling career in financial advisory.

Mid-career switch & Fresh Graduates are welcomed too!

A day in the life of our Financial Advisor:

• Client Networking: Establish and grow a strong client base through networking & prospecting.
• Financial Strategy Development: Understanding your clients’ financial situations & goals to devise strategies that cater to their needs.
• Insurance and Financial Advisory: Provide a holistic approach on insurance and financial planning in areas such as retirement, education, and investments supported by our comprehensive product suite.
• Financial Analysis: Prepare and present financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Build strong relationships through regular reviews to adapt clients’ financial plans to life changes.

Benefits & Rewards:

• Tailored Training: Gain essential CMFAS certifications and skills through structured courses, with mentoring from dedicated managers.
• Flexible Work Arrangements: 3-day in-office arrangement, offers flexibility in your schedule
• Attractive Income Structure: Earn attractive income through a multi-layered incentive system, including commissions, performance incentives, annual bonuses, and exclusive incentive trips.

Qualifications:

• Singaporeans preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Degree in any field.
• Result-oriented & highly-motivated.
• Strong interpersonal skills with a strong passion to serve.

Ideal for University Students:

• Flexible Working Hours: Suitable for students.
• Entrepreneurial Experience: Experience how to manage and grow your own business.
• Mentorship from Success Stories: Guided by mentors who began their successful careers as students, including one who earned S$90K/month during their days at NUS.

Apply now and kickstart your career in financial advisory!

Work-life Balance, Flexi-work Arrangement, Attractive Remunerations

This role offers flexible work arrangement, equipping you with essential knowledge on financial planning, along with attractive remunerations. Fret not, training & mentorship will be provided. Connect with us and explore a fulfilling career in financial advisory.

Mid-career switch & Fresh Graduates are welcomed too!

A day in the life of our Financial Advisor:

• Client Networking: Establish and grow a strong client base through networking & prospecting.
• Financial Strategy Development: Understanding your clients’ financial situations & goals to devise strategies that cater to their needs.
• Insurance and Financial Advisory: Provide a holistic approach on insurance and financial planning in areas such as retirement, education, and investments supported by our comprehensive product suite.
• Financial Analysis: Prepare and present financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Build strong relationships through regular reviews to adapt clients’ financial plans to life changes.

Benefits & Rewards:

• Tailored Training: Gain essential CMFAS certifications and skills through structured courses, with mentoring from dedicated managers.
• Flexible Work Arrangements: 3-day in-office arrangement, offers flexibility in your schedule
• Attractive Income Structure: Earn attractive income through a multi-layered incentive system, including commissions, performance incentives, annual bonuses, and exclusive incentive trips.

Qualifications:

• Singaporeans preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Degree in any field.
• Result-oriented & highly-motivated.
• Strong interpersonal skills with a strong passion to serve.

Ideal for University Students:

• Flexible Working Hours: Suitable for students.
• Entrepreneurial Experience: Experience how to manage and grow your own business.
• Mentorship from Success Stories: Guided by mentors who began their successful careers as students, including one who earned S$90K/month during their days at NUS.

Apply now and kickstart your career in financial advisory!

Work-life Balance, Flexi-work Arrangement, Attractive Remunerations

This role offers flexible work arrangement, equipping you with essential knowledge on financial planning, along with attractive remunerations. Fret not, training & mentorship will be provided. Connect with us and explore a fulfilling career in financial advisory.

Mid-career switch & Fresh Graduates are welcomed too!

A day in the life of our Financial Advisor:

• Client Networking: Establish and grow a strong client base through networking & prospecting.
• Financial Strategy Development: Understanding your clients’ financial situations & goals to devise strategies that cater to their needs.
• Insurance and Financial Advisory: Provide a holistic approach on insurance and financial planning in areas such as retirement, education, and investments supported by our comprehensive product suite.
• Financial Analysis: Prepare and present financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Build strong relationships through regular reviews to adapt clients’ financial plans to life changes.

Benefits & Rewards:

• Tailored Training: Gain essential CMFAS certifications and skills through structured courses, with mentoring from dedicated managers.
• Flexible Work Arrangements: 3-day in-office arrangement, offers flexibility in your schedule
• Attractive Income Structure: Earn attractive income through a multi-layered incentive system, including commissions, performance incentives, annual bonuses, and exclusive incentive trips.

Qualifications:

• Singaporeans preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Degree in any field.
• Result-oriented & highly-motivated.
• Strong interpersonal skills with a strong passion to serve.

Ideal for University Students:

• Flexible Working Hours: Suitable for students.
• Entrepreneurial Experience: Experience how to manage and grow your own business.
• Mentorship from Success Stories: Guided by mentors who began their successful careers as students, including one who earned S$90K/month during their days at NUS.

Apply now and kickstart your career in financial advisory!

Work-life Balance, Flexi-work Arrangement, Attractive Remunerations

This role offers flexible work arrangement, equipping you with essential knowledge on financial planning, along with attractive remunerations. Fret not, training & mentorship will be provided. Connect with us and explore a fulfilling career in financial advisory.

Mid-career switch & Fresh Graduates are welcomed too!

A day in the life of our Financial Advisor:

• Client Networking: Establish and grow a strong client base through networking & prospecting.
• Financial Strategy Development: Understanding your clients’ financial situations & goals to devise strategies that cater to their needs.
• Insurance and Financial Advisory: Provide a holistic approach on insurance and financial planning in areas such as retirement, education, and investments supported by our comprehensive product suite.
• Financial Analysis: Prepare and present financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Build strong relationships through regular reviews to adapt clients’ financial plans to life changes.

Benefits & Rewards:

• Tailored Training: Gain essential CMFAS certifications and skills through structured courses, with mentoring from dedicated managers.
• Flexible Work Arrangements: 3-day in-office arrangement, offers flexibility in your schedule
• Attractive Income Structure: Earn attractive income through a multi-layered incentive system, including commissions, performance incentives, annual bonuses, and exclusive incentive trips.

Qualifications:

• Singaporeans preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Degree in any field.
• Result-oriented & highly-motivated.
• Strong interpersonal skills with a strong passion to serve.

Ideal for University Students:

• Flexible Working Hours: Suitable for students.
• Entrepreneurial Experience: Experience how to manage and grow your own business.
• Mentorship from Success Stories: Guided by mentors who began their successful careers as students, including one who earned S$90K/month during their days at NUS.

Apply now and kickstart your career in financial advisory!

Work-life Balance, Flexi-work Arrangement, Attractive Remunerations

This role offers flexible work arrangement, equipping you with essential knowledge on financial planning, along with attractive remunerations. Fret not, training & mentorship will be provided. Connect with us and explore a fulfilling career in financial advisory.

Mid-career switch & Fresh Graduates are welcomed too!

A day in the life of our Financial Advisor:

• Client Networking: Establish and grow a strong client base through networking & prospecting.
• Financial Strategy Development: Understanding your clients’ financial situations & goals to devise strategies that cater to their needs.
• Insurance and Financial Advisory: Provide a holistic approach on insurance and financial planning in areas such as retirement, education, and investments supported by our comprehensive product suite.
• Financial Analysis: Prepare and present financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Build strong relationships through regular reviews to adapt clients’ financial plans to life changes.

Benefits & Rewards:

• Tailored Training: Gain essential CMFAS certifications and skills through structured courses, with mentoring from dedicated managers.
• Flexible Work Arrangements: 3-day in-office arrangement, offers flexibility in your schedule
• Attractive Income Structure: Earn attractive income through a multi-layered incentive system, including commissions, performance incentives, annual bonuses, and exclusive incentive trips.

Qualifications:

• Singaporeans preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Degree in any field.
• Result-oriented & highly-motivated.
• Strong interpersonal skills with a strong passion to serve.

Ideal for University Students:

• Flexible Working Hours: Suitable for students.
• Entrepreneurial Experience: Experience how to manage and grow your own business.
• Mentorship from Success Stories: Guided by mentors who began their successful careers as students, including one who earned S$90K/month during their days at NUS.

Apply now and kickstart your career in financial advisory!

Work-life Balance, Flexi-work Arrangement, Attractive Remunerations

This role offers flexible work arrangement, equipping you with essential knowledge on financial planning, along with attractive remunerations. Fret not, training & mentorship will be provided. Connect with us and explore a fulfilling career in financial advisory.

Mid-career switch & Fresh Graduates are welcomed too!

A day in the life of our Financial Advisor:

• Client Networking: Establish and grow a strong client base through networking & prospecting.
• Financial Strategy Development: Understanding your clients’ financial situations & goals to devise strategies that cater to their needs.
• Insurance and Financial Advisory: Provide a holistic approach on insurance and financial planning in areas such as retirement, education, and investments supported by our comprehensive product suite.
• Financial Analysis: Prepare and present financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Build strong relationships through regular reviews to adapt clients’ financial plans to life changes.

Benefits & Rewards:

• Tailored Training: Gain essential CMFAS certifications and skills through structured courses, with mentoring from dedicated managers.
• Flexible Work Arrangements: 3-day in-office arrangement, offers flexibility in your schedule
• Attractive Income Structure: Earn attractive income through a multi-layered incentive system, including commissions, performance incentives, annual bonuses, and exclusive incentive trips.

Qualifications:

• Singaporeans preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Degree in any field.
• Result-oriented & highly-motivated.
• Strong interpersonal skills with a strong passion to serve.

Ideal for University Students:

• Flexible Working Hours: Suitable for students.
• Entrepreneurial Experience: Experience how to manage and grow your own business.
• Mentorship from Success Stories: Guided by mentors who began their successful careers as students, including one who earned S$90K/month during their days at NUS.

Apply now and kickstart your career in financial advisory!