Finance Advisor Jobs in Fruit Cove, FL

Wealth Advisor - Jacksonville, Florida BEST-IN-CLASS Super-Community Bank and repeat client has engaged The Anderson Search Group to identify a Wealth Advisor for the Jacksonville, Florida Market. This client is aggressively growing their Trust and Wealth group nationally and this role is critical to this growth. The Anderson Search Group has placed both the President of Trust and Wealth and Chief Development Officer to whom this role will report. Network of commercial bankers and branch referrals to take advantage of! About Our Client: Consistently recognized many times as the #1 performing bank in the United States in their asset size, by leading industry publications. Named #1 bank for strength, stability and focus on innovation. Forbes named Client to “America's Best Banks” and “World's Best Banks”, a tribute to their innovative service offerings and outstanding service delivery. Benefits: Industry leading benefits - Medical, Dental, Vision, 401K, Flex Spending Accounts Pet Insurance Enhanced Family Leave Employee Assistance Program Brooks Brothers Discount Microsoft Home User Program NEOU - The latest and greatest in real-time and on-demand fitness offerings for the whole family The Ideal Candidate Shall Possess: 7+ years HNW/UHNW Private Wealth Management Business Development Experience Proven track record for bringing in new fee based planning AUM and new HNW/UHNW clients using an existing external network in and around Jacksonville Bank wealth platform team sales experience preferred CFP Designation Preferred Entrepreneurial drive The Anderson Search Group is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

within the Financial Services industry. The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. About you · Entrepreneurial mindset - approaches professional situations with persistence, hard work, adaptability, passion, and motivation. · Community oriented - has a deep appreciation and connection to their surroundings and a desire to help those in it thrive and succeed. · Communication skills - potential candidates are able to develop connections and relationships through proactive, friendly, empathetic, consistent, and respectful conversations. · Experience in the Finance and Insurance industry - for candidates interested in a career change, MWA supports obtaining industry licensing and additional training opportunities! Responsibilities · Work with current or new members to provide them information about the financial services their families could utilize. · Networking with individuals throughout the community. · Continuously prospecting in order to secure appointments. · Participating in mentor-lead appointments. · Asking customers for favorable introductions. · Engaging in personal observation through the community. · Participating in fraternal activities. Benefits and Perks · Medical, dental and vision Insurance paid for · 401(k) retirement planning with company match · Non-contributory pension plan · Group term life insurance benefits · Expense-paid trips, valuable prizes, and exciting incentives About Us Named to Forbes' list of World's Best Insurance Companies for 2023 Since 1883, we've been focused on securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families and their futures. These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. As a result, members build relationships, allowing for membership growth and greater community impact. Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too. What Makes us Different - Why Modern Woodmen? In terms of assets, Modern Woodmen of America is the nation's third-largest fraternal benefit society. Fraternalism is a unique combination of business and giving back to the communities we serve and causes that are meaningful to both individual employees and the company as a whole - a continuous cycle of positive impact. As a Fraternal organization, we exemplify our desire to make a positive impact on the world around us by offering our members, unwavering support in their volunteer efforts, providing access to large networks, social events, continuous education and leadership development, “Make an Impact” Scholarship opportunities, and “Do Good” Grants. We want to support and invest in YOU and the things you hold most important. 2022 MWA Community Impact statistics · Approximately 2,200 local chapters and 500 youth service clubs nationwide · $46.3 million contributed to worthy causes through fundraisers (includes total raised by member chapters and clubs partnering with community groups). · 278,401 volunteer hours donated by members in chapters, Summit chapters, and youth service clubs. · $17.8 million in support of members and their communities in 2022 Modern Woodmen is an equal opportunity employer (EOE).

Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth as you build your business. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at Western & Southern Life, a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community, understand their financial needs and goals, and recommend impactful solutions. The Ideal Place for a Career Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package: Competitive compensation. Benefits, including medical and dental insurance, an Employee Assistance Program, a 401(k) plan with a company match, AND a defined benefit pension plan First-class individualized training and development Suite of digital and personalized marketing tools to build your business Rewards and recognition plan acknowledging top-notch results Dynamic career growth opportunities A Successful Financial Representative Our field offices welcome candidates with a diverse range of backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective financial reps are: Positive and resilient Customer-focused Interpersonally savvy Action-oriented and results-driven If this sounds like you, we encourage you to explore the possibilities, and apply today!

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: · Build a client base by growing relationships with your network and providing guidance · Gain expertise through sponsored coursework and proprietary agent development training · Guide clients through important financial decisions using the latest software and our expansive product portfolio · Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? · The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity · Self-motivation to connect with company provided sales leads and network with new clients · Strong relationship building, communication, and time-management skills · A competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer: · Highly competitive commission structure designed to grow with you · Passive income opportunities and bonus programs · Fully paid insurance licensing, SIE, Series 6, Series 63, CFP · Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year · Flexible in-office schedules once you complete your agent training · Progressive advancement opportunities · Retirement savings program and more Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************

Job Title: Finance Operations Intern Cantor Fitzgerald is a diversified company primarily specializing in financial and real estate services for institutional and corporate customers operating in the global financial and commercial real estate markets. Since 1945, we have successfully built a well-capitalized business across multiple business lines, with numerous market-leading financial services and commercial real estate businesses. We have been at the forefront of financial and technological innovation in our industries while developing new markets and providing superior service to thousands of customers globally. At Cantor, our employees are our greatest asset. We look for individuals who are driven, intellectually engaged, team oriented and have a real desire to make an impact. The role of the Operations Intern will be based in Jacksonville Florida and will be responsible for the general assistance of the Operations team. You will rotate throughout several groups including fixed income settlements, asset services, BGC trade support, prime middle office and trade support. The intern program will run from June 3, 2025 - August 30, 2025. Responsibilities: · Assist the Operations Management team with administrative work · Shadow different groups within operations to expand knowledge various departments within operations · Interns can expect to learn the basics of “Middle Office” (Domestic and International): · Trade flow · Settlements · Liaise with trading desk and internal sales traders · Understanding and Remediation of trade breaks · Client Service · Market Qualifications: · Must have strong communications skills · Excellent organizational and time management skills. Educational Qualifications: · Attending university or educated to degree level with relevant field of study (Economics, Business, Finance, Mathematics or similar)

About the job Are you an analytical thinker with a passion for finance and data? Do you want to directly impact business decisions through the power of reporting and data insights? If so, we want to hear from you! What makes us valuable: Our mission has been to “make life better for those who make lives better” since our company was founded over 30 years ago. It began and continues with a family dedicated to providing premium staffing services to healthcare professionals and clients nationwide, with a firm belief in the trickle-down effects of what we do reaching the lives of others in an impactful way. Soliant is seeking a Financial Reporting Analyst to join our dynamic finance team in Jacksonville, Florida. This role is ideal for someone with 1-3 years of experience who is eager to directly support our leaders and sales teams by building, maintaining, and analyzing reports in Power BI and ad hoc queries using SQL to support business decision-making. Daily Responsibilities: Build and maintain financial reports in Power BI, ensuring accuracy, consistency, and clarity. Develop and execute ad hoc SQL queries to gather, analyze, and present financial data. Collaborate with cross-functional teams to understand reporting needs and deliver actionable insights. Perform data analysis to identify trends, variances, and areas for improvement. Support the automation of reporting processes and enhance existing tools and dashboards. Ensure compliance with internal reporting standards and best practices. Skills and Qualifications We Are Looking For: Bachelor's degree in Finance, Accounting, Business, or a related field. 1-3 years of experience in financial reporting, data analysis, or a related role. Proficiency in Power BI for building reports and visualizations. Experience with SQL and Excel for querying and analyzing data. Excellent attention to detail and problem-solving skills. Strong communication and collaboration abilities. Ability to manage multiple priorities and meet deadlines. Our People Drive Our Culture: Innovative Environment - We encourage new ideas and are always looking for ways to improve our processes and reporting. Competitive Salary - We provide a competitive base salary as well as benefits that include: vision, medical, dental, 401k with 50% match, paid holidays off + one freebie holiday day, and PTO days that increase every year. Community Involvement - We take pride in being active and contributing positively to our communities, and we provide every employee with a volunteer day to participate individually as well. Other Details: This is an on-site position. You must come into the office daily. We're located in Jacksonville, Florida If you're looking for an opportunity to enhance your skills and contribute to meaningful business outcomes, we encourage you to apply!

The position is a key member in the Finance department and supports the Company's financial forecasts, annual budgeting process, operating plan variance analysis, and special projects. The individual provides strategic support to management including preparing financial presentations, financial and sales forecasting models, and other projects requested by management. Essential Duties and Responsibilities • Participate in the annual budget and quarterly forecasting process. • Trending, forecasting, data analysis, and data modeling experience which incorporates critical thinking skills required. • Prepare financial models and analyses to support management team on strategic initiatives, including but not limited to creation of an operating model and a pricing structure model. • Assist in monthly financial reporting including variance reporting by analyzing trends in key performance indicators including all areas of revenue, identifying causes for unexpected variances. • Prepare and deliver monthly earnout and P&L analysis for historical M&A transactions. • Create data visualization content, reports, and dashboards utilizing Power BI. • Train end users on navigating and utilizing an EPM tool to pull reports and input forecast data. • Ad-Hoc reporting and analysis with other duties and special projects as assigned.

This is a remote, part-time analyst role for undergraduate students. You will complete tasks similar to those of an investment banking, private equity, or hedge fund analyst. The work will be done asynchronously and on a project-by-project basis. We expect a commitment of approximately 10 hours per week for the projects you take on. This position offers high pay, valuable finance experience, and a flexible schedule that can work around your academic commitments. This is an excellent opportunity to gain real-world finance experience while still in school, building your skills and resume for future career opportunities. Why Apply Top-Tier Finance Experience - Work on finance-related projects that build your resume for investment banking, private equity, and hedge fund recruiting Internship, Full-Time & On-Cycle Preparation - Practice the technical modeling skills to excel in top finance internships, full-time jobs, and On-Cycle recruiting Fantastic Pay & Growth Opportunities - project based pay starts at est. $40/hour and can go up to $70/hour Startup Exposure - Work directly with an early-stage Y Combinator-backed company, gaining hands-on experience that sets you apart Flexible Time Commitment - Work on your schedule while gaining valuable experience Responsibilities Develop detailed financial models and answer financial questions Perform corporate valuations (DCF, LBO, APV) Apply complex accounting principles to real-world scenarios (NOLs, DTAs, operating leases, etc.) Complete investment banking and private equity style analysis Required Qualifications Expected degree from a top 50 undergrad university, top 20 undergrad business school Deep understanding of corporate valuation, modeling, and accounting Excited to improve the future of AI applications Preferred Qualifications Internship at a reputable investment bank, private equity fund, or hedge fund TA experience in finance courses Leadership experience in finance clubs or organizations

Benefits: Opportunity for advancement Training & development Paid time off Qualifications: · Bachelor's degree in a business-related field or equivalent professional experience.· Registered Representative with experience working defined contribution plans, 403(b), 457, and 401 (a) preferred.· Securities registrations - Series 6, Series 63, or obtain within a specific time frame.· Life and Health Licenses· Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents.· Customer service, interpersonal and listening skills are a must to communicate with clients effectively.· Written/verbal communication and presentation skills to provide information via phone, email, and video.· Knowledge of CRM and digital financial advice platforms.· Wants to sustain a long-term relationship with clients and the markets we serve.. Fluent in Spanish a plus. At ValuTeachers Inc , we provide the tools and resources necessary that will help set you up for success - including: · A proven template system· Ongoing mentorship from the executive team· Technology and systems to enable you to manage clients' financial information and plans efficiently· Turnkey marketing services· Office/call center environment· Competitive base salary + commissions Securities offered through GLP Investment Services, LLC, Farmington Hills, MI 48331, **************, Member FINRA/SIPC. Compensation: $100,000.00 - $150,000.00 per year

Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security. * 9 out of 10 of our Financial Advisors are veterans or military spouses. * With 165+ offices nationwide, many are located near military installations. First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters. What our Financial Advisors do: * They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals. * They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected * They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office. * They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions. * They coach military families on how to build a comprehensive financial plan that includes: * Savings/banking * Investments/wealth management * Insurance/risk management What we offer: * We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. * We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process. * You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses. * Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office. * As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period. What to expect after training: * At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. * There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses. * We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities. * Set your own schedule to manage work-life balance. * Portable career opportunities throughout the United States which allow your career to move with you. Desired Qualifications: * Military experience or affiliation * Bachelor's degree * Proven leadership skills Learn more about First Command: First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command. 2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd. SIPC - Securities Investor Protection Corporation Securities Investor Protection Corporation

We're passionate about excellence. Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. We provide the book of business. You create the possibilities. Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. What you'll do as Financial Advisor: * You will meet with existing and prospective clients to plan their financial future. * Utilize our company-provided technology and tools to improve your operation. * You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. * Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. To help you get started, we offer you the resources needed to create your own success: * Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match * Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools * Company-paid E&O, licensing fees, continuing education and compliance support What skills you will use: * High school diploma or GED * Ideally, you have 2+ years of experience working as a Financial Advisor. * A proven and successful sales track record. * You have an active FINRA Series 6 or 7 licenses and a Series 63 and 65 or 66. * You also have an active state variable life and health license. #LI-LR1 #LI-CBF #LI-SAFG We are an Equal Opportunity Employer Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives. To learn more please visit: *************************** Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis. Functional Area: SC - Sales Commission Estimated Travel Percentage (%): Up to 50% Relocation Provided: No The Variable Annuity Life Insurance Company

We're passionate about excellence. Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. We provide the book of business. You create the possibilities. Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. What you'll do as Financial Advisor: You will meet with existing and prospective clients to plan their financial future. Utilize our company-provided technology and tools to improve your operation. You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. To help you get started, we offer you the resources needed to create your own success: Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support What skills you will use: High school diploma or GED Ideally, you have 2+ years of experience working as a Financial Advisor. A proven and successful sales track record. You have an active FINRA Series 6 or 7 licenses and a Series 63 and 65 or 66. You also have an active state variable life and health license. #LI-LR1 #LI-CBF #LI-SAFG We are an Equal Opportunity Employer Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives. To learn more please visit: *************************** Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis. Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): Up to 50%Relocation Provided: NoThe Variable Annuity Life Insurance Company

The Energy Authority is a public power-owned, nonprofit corporation with offices in Jacksonville, Florida and Bellevue (Seattle), Washington. TEA provides public power utilities with access to advanced resources and technology systems so they can respond competitively in the changing energy markets. Through partnership with TEA, utilities benefit from an experienced organization that is singularly focused on deriving the maximum value of their assets from the market. Join TEA's Portfolio Management & Analytics Team - A Vital Role in Shaping the Future of the Energy Industry The electric power industry is undergoing a thrilling transformation, as fuel security and the ongoing energy transition create new complexities for power generation supply chains and the structure of the generation mix. As a Portfolio Analyst in TEA's Portfolio Management & Analytics team, you'll be at the forefront of this change, working closely with our clients to analyze and model their load and generation portfolios. Your insights will guide smart decisions on energy, capacity, congestion, and environmental credits markets, ultimately helping our clients navigate and succeed in this evolving landscape. Your Role and Responsibilities: Our Portfolio Management & Analytics team plays a crucial role in helping clients analyze exposures, model probabilistic outcomes, and craft effective strategies for managing the risks associated with generating assets and loads. As a Portfolio Analyst, your work will be integral to our clients' success. Here's what you can expect: Stochastic Risk Models - Empower our clients to make informed hedging decisions with advanced risk modeling techniques. Simulation Models - Dive deep into production costing and transmission congestion scenarios to provide valuable analysis. Trading Analysis & Asset Valuation - Support profitable trading decisions with actionable insights. Economic Advice - Guide both clients and senior management on portfolio management and strategic decision-making. Market Forecasting - Predict key market drivers and their impact on energy portfolios. Fundamentals Analysis - Examine power, natural gas, and coal markets, translating insights into actionable strategies across the Trading Department. What We're Looking For: As a member of TEA's Portfolio Management & Analytics team, we're looking for analysts who are passionate about solving complex problems with data and modeling techniques. The skills you'll bring will include: Basic Skills (Essential for all analysts): Proficiency in Microsoft Office, especially Excel. A solid understanding of industry fundamentals. Familiarity with bilateral, exchanged-traded, and RTO energy markets. A grasp of basic statistics, probability, and finance. Strong oral and written communication skills. Advanced Skills (Growth opportunities as you progress): Experience with database query languages and programming (e.g., Visual Basic, C#, etc.). Expertise in Stochastic Math and Monte Carlo modeling. Ability to build models for asset and trade valuation, incorporating both fundamental and probability-based approaches. What You'll Achieve as You Grow: At TEA, we're invested in your professional growth. As you advance, you'll: Maintain and operate models for routine analysis. Develop expertise in the tools and functions across TEA. Deepen your understanding of complex analytical models and their applications. Evaluate and enhance the performance of both basic and advanced models. As a Senior Portfolio Analyst, You'll Take on Even More Impact: In this role, you'll contribute to critical decision-making processes and gain visibility across TEA's senior leadership and partners. Your responsibilities will include: Building professional networks within TEA, our partners, and the electric utility industry. Creating reports, presentations, and strategic materials for senior management, clients, and industry stakeholders. Leading business development initiatives and managing project schedules and budgets. Additional Responsibilities for All Portfolio Analysts: Stay updated on regulatory changes by monitoring FERC, EPA, and relevant state agencies. Become proficient in advanced analytical tools such as Machine Learning, Python, R, and others. Collaborate with TEA's teams and members on reviewing and analyzing industry shifts that may affect our clients. Be open to occasional travel for team meetings, conferences, and industry events. Education and Experience: We're looking for candidates with a strong educational background, ideally holding a Bachelor's degree in engineering, advanced mathematics, physics, chemistry, computer science, finance, economics, or a related field. A Master's degree is preferred, and a Ph.D. is a plus. Relevant industry experience will also be considered. TEA Values TEA employees share a common sense of purpose. When TEA accomplishes its mission, the result is improved quality of life for the citizens and businesses of the communities our clients serve. TEA employees exceed the expectations of those they serve, deliver services with the highest standards of fair, honest, and ethical behavior, set the standard for service and expertise in our industry, embody a spirit of collaboration, and embrace TEA's founding entrepreneurial spirit by seizing opportunities to deliver value. If you are self-motivated, driven to deliver excellence, and passionate about your career, TEA is the perfect place for you. It's YOUR Future. It's OUR Future.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relati

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: * Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team. * Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team. * Teamwork. We subordinate our egos to work together for the benefit of our clients. Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations. We are seeking an experienced Wealth Advisor to join our team and provide expert guidance to our established clientele. This role is ideal for a Certified Financial Planner (CFP) who thrives on developing tailored financial strategies without the added responsibility of business development or sales. You will focus on cultivating strong client relationships, analyzing complex financial scenarios, and providing actionable advice to help clients achieve their financial goals. Your expertise will contribute to our mission of delivering unparalleled financial planning and wealth management services. This position offers a collaborative environment, a well-established client base, and the opportunity to work alongside a dynamic team of financial professionals. This role is positioned in jacksonville, FL. Requirements Responsibilities * Experience managing and retaining a book of client relationships. * Ability to connect & maintain relationships with referral partners and centers of influence while meeting deadlines and working in a fast-paced environment * Accountable for retaining assets and maintaining an exceptional client experience by providing comprehensive wealth planning advice, including investment management, retirement, estate and tax planning. Focus on business development is not required. * Participate in prospective client meetings in partnership with the Originating Advisor to understand potential clients' goals, needs, and preferences. Responsible for Identifying and recommending appropriate asset management, financial, and estate planning advice and developing an investment proposal. * Partner with Sequoia's Client Service Team to onboard new clients. * Serve as the primary point of contact for the client relationship, partnering with Sequoia's Wealth Planning, Investment Management, and Client Service teams to deliver exceptional service. * Meet with existing clients on a regular schedule to address financial planning and investment management needs * Attend client meetings in person, virtually, and over the phone. Some travel is required to attend these meetings. * Utilize Salesforce to document all client interactions following compliance procedures * Draft summary emails following client meetings, clarifying understandings and outlining steps for implementation. * Manage meeting follow-up, including coordinating internal and external resources; responsible for ensuring client objectives are completed. * Lead in collecting financial planning data while working with the Wealth Planning Department (WPD) to develop financial plans. * Lead in creating asset management reports to be delivered to clients. * Respond professionally to clients, advisors, and team members by phone, email, and written communication. * Supervise and coordinate the preparation of meeting materials, including agendas, planning analyses, and investment materials. * Coordinate the execution of trade orders with the Asset Management Department (AMD) * Perform other duties and responsibilities as assigned. Requirements * Bachelor's degree required in Economics, Finance or related field * CFP achieved or other industry designation (CPA, CFA, JD) * Minimum 7 years as Registered Investment Advisor representative or as a RIA representative for most recent 18 months AND 5.5 years immediately prior as either: Securities Portfolio Manager, Financial Planner, CPA, Registered representative of a full-service broker dealer or bank trust officer * Technical knowledge of all aspects of comprehensive financial planning; including: cash management, income tax planning, insurance, education planning, retirement planning, estate planning, and risk management * Previous experience working with financial planning software and planning deliverables * Competent with Microsoft Office suite and Client Relationship Management system such as Salesforce * Spanish speaking preferred * Clean Form U4 is required. U4 can not have any regulatory disclosures, client complaints, arbitrations or disclosable settlements. Competencies * Strong organization and time management skills; effectively able to handle multiple projects and prioritize to meet established deadlines * Excellent communication skills, both written and verbal * Ability to find creative solutions to problems, devise strategies, and propose solutions * Self-starter and able to perform job duties with little supervision * Customer service oriented, with the ability to work independently as well as collaborate with team members * Commitment to efficiently and effectively using provided technology in the service of clients and engagement of colleagues

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

If you are passionate about client experience and goals driven planning, then our team is the right place for you. As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private Client Advisor(s), within JPMorgan Wealth Management. Job responsibilities Work as a team with other associates to support a group of Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment