Finance Advisor Jobs in Southaven, MS

Kelman-Lazarov is seeking candidates interested in serving as an Associate Financial Advisor/Financial Planner. In this role, you will work directly with our clients to assist them with their wealth management and financial planning needs as part of our Client Service Team. This position is responsible for servicing new and existing clients while supporting Lead and Service Advisors in managing client relationships. This includes data gathering, case design, and financial plan development/implementation. The main difference from a Service Advisor is that Service will be expected to own the relationship and administer financial recommendations, while the Associate Advisor will assist with logistics and administration. Associate Advisors can become candidates to grow into Service Advisors if they are interested in doing so and Kelman-Lazarov has a need for one. This position will also be expected to work with, supervise, and collaborate with other staff in client service delivery. Responsibilities - Provide objective, unbiased financial advice to a diverse mix of clients by analyzing investment opportunities and client needs. Client relationship development and management, including ongoing and regular client meetings and communications. Client service, including planning updates, portfolio changes and reviews, returns and new opportunity identification. Prepare materials for client meetings; work with other team members to ensure client meetings are prepared for thoroughly and accurately. Participate in client meetings; develop meeting notes, coordinate follow-up tasks and discussions with outside professionals. Data gathering and preparing drafts of comprehensive financial plans. Perform special request analyses for clients. Initiate and field client calls on various items and requests (e.g., money movements, account specific questions, general inquiries regarding portfolios). Provide support to Lead Advisors in managing client relationships. Provide timely and proactive follow-up for client and Lead Advisor needs. Work closely with Client Service Administrators (CSA) to ensure account processing and maintenance requests are handled accurately and efficiently. Stay familiar with current events and market factors. Assist with special projects as required. Qualifications - College graduate (4-year degree or equivalent). Preferably in Finance, Accounting, or Economics. Experience in a client service role in the investment management or financial advisory industry is desirable. Series 65 (or equivalent) or ability to obtain within 90 days of hire date. CFP , CPA or another similar designation, or ability to obtain within an established timeframe is desirable. Knowledge of investment management and asset allocation is expected. Demonstrated ability to develop and manage plans and client relationships. Solid strategic thinker, creative problem solver and competent decision maker. Flexible team player that demonstrates strong attention to detail as well as strong organizational and analytical skills. Focused on collaboration and working with members throughout the firm to identify best practices and share knowledge that improves the experience for all clients. Possesses a passion to help new and existing clients. Enjoys business outreach efforts. Continuously exhibits personal integrity and professional initiative. Excellent written and verbal communication skills. Strong ability to multi-task efficiently and work independently with minimal required supervision. Demonstrated ability to work successfully in an entrepreneurial, small business environment. Proficiency in Microsoft Office; experience with various financial planning, CRM, portfolio management and document management software. Pay and Benefits - Competitive salary plus bonus program with potential for career advancement. Competitive benefits package including 401(k) retirement plan with employer matching, company-paid health insurance, and H.S.A. Paid professional dues and professional development budget. Vacation and paid leave programs.

Title: Licensed Service Advisor Salary: $70K+ base salary +commissions Direct Hire Permanent Here the Licensed Service Advisor (LSA) plays a key role in delivering exceptional client experiences by managing relationships, conducting financial analysis, and preparing investment recommendations-all without prospecting, as we serve 1,000+ clients with steady growth. With uncapped commissions and a collaborative, integrity-driven culture, we prioritize professional growth, client-first service, and teamwork. If you're looking for a career where you can make an impact and thrive, we've got the place for you! Key Functions: Conduct portfolio risk analysis, assess market conditions, and formulate investment recommendations in alignment with clients' financial goals. Collaborate with the Lead Advisor to develop and implement customized financial plans. Serve as the primary point of contact for assigned clients, ensuring exceptional service and proactive communication. Identify opportunities to consolidate client assets and improve portfolio strategies. Qualifications: 2-5 years of experience in the financial services industry, with client-facing responsibilities. Active state health/life insurance and Series 65 or 66 licensure (or willingness to obtain)

Imagine stepping into appointments every day-pre-scheduled, pre-qualified, and ready for your expertise. No cold calls, no chasing leads-just your chance to shine, guiding middle-class families toward secure retirements. You're a closer. You thrive on connecting deeply, guiding clients confidently toward decisions, and delivering tailored financial plans. You want more than a job; you want a path to leadership, unlimited earning potential, and meaningful work that truly changes lives. At Bobby Brock Insurance & Justin Brock Insurance, you'll leverage an established local brand and an existing client base eager for solutions. Your days will focus on: Meeting pre-scheduled prospects and converting them into long-term clients Presenting clear, conservative financial solutions using fixed-indexed annuities and managed money (AUM) Working in a proven system with full marketing support-so you can do what you do best: close business You're perfect for this role if you have: 2+ years successfully closing financial planning or advisory business Series 65 license (or willingness to obtain quickly) A clear understanding of annuities and fee-based advisory solutions Strong communication and consultative sales skills Bonus points if you: Hold a Life & Health Insurance License Want long-term growth and leadership opportunities in a rapidly scaling firm This isn't just your next job; it's your career-defining moment with a firm rapidly expanding toward $1 billion in revenue. With a guaranteed salary plus substantial commissions, your first-year goal is realistic and rewarding: $10-$20m in new client assets, and consistent growth from there. Opportunities like this rarely come around twice. Don't risk missing your chance to build the career you've dreamed of. Apply today to learn more.

Modern Woodmen Fraternal Financial and MWA Financial Services. A Great Place to Work-Certified™ Region. As a fraternal benefit society, we have no stockholders. We're owned and operated by and for the benefit of our members. We specialize in retirement planning, investments, and life insurance. Creating written financial plans for financial protection, retirement planning, retirement distribution, estate planning, business planning, and employee benefits. Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their members but their communities too. Finance Financial Advisor Business Insurance Sales What Modern Woodmen offers Beyond a hands-on training program and a flexible schedule, there's more! Your amazing full-time benefits package includes: Company-paid retirement plan Matching 401(k) Plan Medical, Dental, and Prescription drug Insurance. We pay 100% of employee health insurance premiums and 50% of employee dependents' premiums. Group Term Life Insurance Voluntary benefits: Vision, Flexible Savings Accounts, Accident Insurance Plus, opportunities for top producers to attend sales conferences in destinations such as Bermuda, Vancouver, Hawaii, and Switzerland await you. And finally, you're joining an organization on a mission to provide you with the best technology in our industry. What we need: Is honest and has integrity Community-oriented Ability to communicate & network effectively with different audiences Target driven mindset Wants to grow themselves by helping others Wants to build a business for themselves, not by themselves Is looking for continuous self-improvement Modern Woodmen is an equal-opportunity employer. We strive to maintain a culture of respect and are committed to diversity and inclusion for all employees .

Qualifications: Education: Bachelor's degree in Finance, Accounting, Business Administration, or related field. Advanced certifications such as CFA, CPA, or MBA preferred. Experience: Minimum of 3-5 years of experience as a financial analyst, preferably within the aerospace or engineering sectors. Strong understanding of project-based financial management, cost accounting, and auditing processes. Experience with financial software and tools (ERP systems, advanced Excel skills, etc.). Skills: Analytical mindset with the ability to interpret complex financial data. Strong communication skills to effectively present financial findings to senior leadership. Detail-oriented and highly organized, with the ability to handle multiple tasks and deadlines. Strong understanding of aerospace industry financial practices and government contracting (if applicable). Personal Attributes: Proactive and self-motivated with a strong desire for continuous learning. Collaborative team player with excellent interpersonal skills. High ethical standards and a commitment to maintaining confidentiality.

At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people. We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline. We hire experienced professionals who understand the industry and provide effective advice. We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched. But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affects the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would include business entities, business owners, and individuals who are consistent with Pinnacle's market segmentation. PRIMARY RESPONSIBILITIES: Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve issues client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). Administer and manage client loan portfolio consistent with the Firm's credit policies while meeting the financial needs of clients. Provide a full array of loan products designed to meet the financing needs of clients. Includes but not limited to Working Capital Lines of Credit, Term Loans for equipment or building, Home Equity Lines of Credit, Residential Mortgages, and other miscellaneous consumer loans. Meet all designated Pinnacle standards for appropriate risk rating; credit soundness thresholds; and critical action items as represented in KPI reports. Analyze credit worthiness of a potential borrower and recommend either approval or denial of the request. Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality. Negotiate credit extensions. Work with clients on the structure and terms under which credit would be extended to include collateral requirements, repayment terms, pricing, and covenants required for extension of loans. Approve loans under approved authority limits. Ensure compliance with the Firm's credit policies and regulations for all loans under his/her responsibility. Provide deposit products including but not limited to Demand Deposit Accounts, Money market Accounts, Savings Accounts, and CD's. Cross-sell all appropriate financial products including but not limited to Depository Accounts, Treasury management, and Investment Products. Optimize/recommend appropriate tailored solutions to client needs and provide various services designed to assist client in management of overall financial planning. Manage small investment portfolios for clients and be conversant about investment and ready to refer to brokerages business to the Investment department. Solicit new personal and business banking relationships. Proactively solicit new business relationships through prospects and referral requests and pursue personal banking relationships of assigned Board of Directors and requesting referrals from Board members. Develop and maintain product knowledge of all loan and depository products designed for small business and affluent individual markets, as well as personal knowledge of market. Further expand knowledge to add value to client with regard to Investment needs and estate planning. Participate in developmental and training activities as well as projects as directed by management. Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. Assist other team members as needed to ensure delivery of distinctive service. Perform other related duties and responsibilities as assigned. DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING: College degree is preferred - finance or business-related field. 10 years' experience in banking/financial services. Knowledge of consumer and commercial banking products. Strong knowledge base relative to consumer and commercial loan documents. Knowledge of compliance and federal banking regulations. Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES: Excellent interpersonal skills, including verbal and written communication skills. Effective analytical and mathematical reasoning skills with a strong attention to detail. Ability to work independently and prioritize daily tasks. Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy. Flexibility and ability to multi-task. Excellent client service skills. Tact and diplomacy in dealing with both clients and associates. The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. POSITION STATUS: EXEMPT DATE: 06.09.2015 Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.

At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people. * We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline. * We hire experienced professionals who understand the industry and provide effective advice. * We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched. But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affects the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would include business entities, business owners, and individuals who are consistent with Pinnacle's market segmentation. PRIMARY RESPONSIBILITIES: * Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve issues client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). * Administer and manage client loan portfolio consistent with the Firm's credit policies while meeting the financial needs of clients. * Provide a full array of loan products designed to meet the financing needs of clients. Includes but not limited to Working Capital Lines of Credit, Term Loans for equipment or building, Home Equity Lines of Credit, Residential Mortgages, and other miscellaneous consumer loans. * Meet all designated Pinnacle standards for appropriate risk rating; credit soundness thresholds; and critical action items as represented in KPI reports. * Analyze credit worthiness of a potential borrower and recommend either approval or denial of the request. * Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality. * Negotiate credit extensions. Work with clients on the structure and terms under which credit would be extended to include collateral requirements, repayment terms, pricing, and covenants required for extension of loans. * Approve loans under approved authority limits. * Ensure compliance with the Firm's credit policies and regulations for all loans under his/her responsibility. * Provide deposit products including but not limited to Demand Deposit Accounts, Money market Accounts, Savings Accounts, and CD's. * Cross-sell all appropriate financial products including but not limited to Depository Accounts, Treasury management, and Investment Products. * Optimize/recommend appropriate tailored solutions to client needs and provide various services designed to assist client in management of overall financial planning. * Manage small investment portfolios for clients and be conversant about investment and ready to refer to brokerages business to the Investment department. * Solicit new personal and business banking relationships. Proactively solicit new business relationships through prospects and referral requests and pursue personal banking relationships of assigned Board of Directors and requesting referrals from Board members. * Develop and maintain product knowledge of all loan and depository products designed for small business and affluent individual markets, as well as personal knowledge of market. Further expand knowledge to add value to client with regard to Investment needs and estate planning. * Participate in developmental and training activities as well as projects as directed by management. * Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. * Assist other team members as needed to ensure delivery of distinctive service. * Perform other related duties and responsibilities as assigned. DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING: * College degree is preferred - finance or business-related field. * 10 years' experience in banking/financial services. * Knowledge of consumer and commercial banking products. * Strong knowledge base relative to consumer and commercial loan documents. * Knowledge of compliance and federal banking regulations. * Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES: * Excellent interpersonal skills, including verbal and written communication skills. * Effective analytical and mathematical reasoning skills with a strong attention to detail. * Ability to work independently and prioritize daily tasks. * Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy. * Flexibility and ability to multi-task. * Excellent client service skills. Tact and diplomacy in dealing with both clients and associates. * The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. POSITION STATUS: EXEMPT DATE: 06.09.2015 Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.

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

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Responsibilities:** + Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies + Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions + Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth + Understands and accesses the full breadth of resources across the bank to benefit clients or prospects + Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor + Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. **We'll help you:** + Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours! + Build connections to grow your network and business. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. + Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals. + Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority solutions, through Bank of America and Merrill to meet their financial needs. **As a Merrill FSA, you can look forward to:** + A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field. + Marketing strategies to reach wider audiences with greater appeal. + Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. + Potential Opportunities for professional growth. + Leadership opportunities, including leading client and conference seminars **We're a culture that:** + Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. + Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. + Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. + Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs. + Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital. **Required Qualifications:** + **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** + Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded + Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services + Self-starter who efficiently manages time and capacity + Sets and accomplishes goals, achieving whatever you put your mind to + Builds and nurtures strong relationships + Collaborates effectively with others to get things done + Communicates effectively and confidently and is comfortable engaging all clients + Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment + Likes to learn, adapts to new information and seeks the right solutions for clients + Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients **Desired Qualifications:** + Proven ability to partner and promote lead generation + Experience balancing investment management, sales activities, and new client development + Strong computer skills and the ability to multitask in a demanding environment + Bachelor's degree, preferably in business-related field + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client Investments Management + Client Management + Client Solutions Advisory + Relationship Building + Advisory + Business Development + Fraud Management + Pipeline Management + Portfolio Management + Client Experience Branding + Issue Management + Prospecting + Referral Identification + Sales Performance Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the "Know your Rights" poster, CLICK HERE (******************** . View the LA County Fair Chance Ordinance (************************************************************************************************** . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE . This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Are you looking for a remote opportunity that offers unlimited earning potential and a flexible schedule? Look no further! We are currently seeking motivated individuals to join our team as remote agents. This 100% commission-based role allows you to work from the comfort of your own home while receiving top-notch training and support. Whether you have years of experience in sales or are just starting out, we have a comprehensive training program to help you succeed. Don't miss out on this exciting opportunity to take control of your career and work on your own terms. Apply now! !!!This is a 100% Highly paid 1099 commission based position. Part time agents can add an additional $1000-$10,000+ remotely from home or on the go.!!!! Work Types We offer 3 types of work effort: 1. Full Time 2. Part Time 3. Referral Partner depending on your current employment schedule. *You do not have to quit your current job if you join us with any of these options* Most of our new agents start off as Referrals or Part-time prior to transitioning to full-time but still make the same commissions as our full-timers. You get to work with A+ rated financial companies across the nation. Experience No financial experience is required before joining as you will learn everything hands-on. However, if you have any of these skill sets or experience it will help you move quickly in the company. - Leadership/Managerial - Customer Service - Sales - Banking - Accounting/Software - Entrepreneurship / Business minded Opportunity Description - Educate and Develop Financial Need Analysis (FNA) for Clients - Place families, individuals, and business owners in a financial position of advantage for some of the following: 1. Protect Assets/Funds 2. Build and Leave a Legacy 3. Index Strategies 4. Debt Management Services 5. Estate Planning with our legal team Work Schedule 1. Part Time - 6-15 hours a Week, varies by the individual. 2. Leads - We utilize 3 tiers to lead generations. Hot, Warm, and Cold leads. We are partnered with ETHOS/Corebridge and few others as a lead generation tool as well. 3. It's all Remote, We conduct all our client appointments and training on the Zoom platform. 4. You are assigned a “Field Trainer” who is an experienced professional and will help you throughout the beginning of your business until you're ready to manage your business and effectively help people. This includes how to prospect clients and potential partners. 5. Daily training to help shape your business. Non-negotiable - Must pass a background check (No Felonies) - Must have or be able to obtain a U.S Social Security Number - Must currently reside in the United States, Puerto Rico or Canada during the initial for the process. (Hiring-License) - Must be 18+ years old (This is a Federal Requirement) Job Type: Part-time ****1099 commission rate: Ranges from $12,000.00 - $125,000.00+ per year ***** Other aspects of the job to consider:-Unlimited Earning Potential, Paid Multiple Ways (Producer, Agency Bonus, Yearly Renewal, Stock Options, Profit Sharing, etc) - Free Training provided. - Own your book of business, agency ownership, equity, and beneficiary to your business and agency. -Uncapped, 100% production based-pay; very lucrative--for example, one client can be a $2,000 commission, while another client can be a $10,000 commission -Get paid 8 to 9 times a month -Fulfilling career with advancement opportunities -Free performance-based world trips for those who qualify. If you are interested and have questions please reach out and I'll be in touch and we'll help you. Best regards, GFI Expansion ReplyForwardAdd reaction

Finance Intern - Summer 2025 Memphis, TN Ducks Unlimited, Inc., (DU) the leader in wetlands and waterfowl, has an opening for a Finance Intern at our National Headquarters in Memphis, TN. The Finance intern position will support the Finance team in executing the finance and internal control functions of the organization. Administratively reporting to the Director of Finance and Internal Audit and working closely with the Accounting Analyst, the Finance Intern will assist with internal audits and controls, and compliance. Responsibilities and Duties Assists with internal controls to ensure proper control, monitoring and safeguarding of company assets Assists with reviews and audits of state and local DU volunteer chapters on random or by-request basis Assists with investigating any financial or operational matters or irregularities within the company and performs other audit reviews, as necessary Assists in the Regional Office Peer Review Program to promote common, efficient and effective financial and reporting practices centered around program utilization of government funding Assists with annual financial budgets and quarterly forecasts Assists with calculating and reviewing sales and use tax obligations Assists with calculating and tracking the annual State Operating Allowances/Rebate for state committees Performs other related duties as necessary or assigned Qualifications The successful intern candidate should be a Junior or Senior in pursuit of Bachelor of Accountancy or Finance degree. The candidate should maintain a GPA of 3.0 or higher. Excellent inter-personal, communication, writing and organizational skills are necessary in this position along with a working knowledge of Microsoft Office suite. Strong analytical skills and the ability to work independently or in a group are also important to this role. To apply, please fill out the application materials on this link and attach a resume with references. Please direct any questions to DU Human Resources at *****************. DUCKS UNLIMITED, INC. IS AN EQUAL OPPORTUNITY EMPLOYER It is the policy of Ducks Unlimited, Inc. to afford equal employment opportunity to all qualified persons regardless of race, color, religion, gender, national origin, military status, disability, age, or genetic information except where age or gender is a bona fide occupational qualification as allowed by the Civil Rights Act of 1964. It is the policy of Ducks Unlimited, Inc. to afford equal employment opportunity to all qualified persons regardless of race, color, religion, creed, national origin, ancestry, sex (including pregnancy, childbirth, lactation and related medical conditions), sexual orientation, gender, gender identity, gender expression, age (40 or over), disability (physical, mental or visual), genetic information, marital status (including registered domestic partnership status), military and veteran status, immigration status, or any other category protected by federal, state or local law.

FHN Financial Portfolio Advisors is the leading provider of fee-based investment management services for depository institutions (i.e. banks and credit unions). In support of our investment management activities, we are seeking a Financial Analyst to provide asset/liability modeling and analytical support. This person will work with data supplied by our clients to produce financial forecasts and interest rate risk analyses. The Financial Analyst will evaluate the accuracy and integrity of data through reconciliation with general ledger information and other financial reports. This person will also help interpret model output and verify the reasonableness of results. The position entails close interaction with analysts and portfolio managers as well as direct communication with clients. **Requirements:** + Undergraduate degree in a business-related discipline such as accounting, finance, economics or statistics. Candidates with a degree in a non-business major or equivalent experience who have a strong skill set suited for this position will also be considered and are encouraged to apply. + Highly proficient in Excel, PowerPoint and Word. + Strong communication and problem-solving skills and ability to accomplish goals with limited supervision. + Excellent interpersonal skills and ability to work in a fast-paced team-oriented environment. Monday - Friday 7:30-4:30 **About Us** **First Horizon Corp. (NYSE: FHN)** , with $82.6 billion in assets as of September 30, 2024, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Corporate Diversity Commitment:** We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do. **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

VARSITY SPIRIT, A VARSITY BRANDS COMPANY - THE DRIVING FORCE IN SPIRIT ACROSS CHEER, DANCE, BAND AND YEARBOOK For over 50 years, Varsity Spirit has been the leading global source for all things spirit, including cheerleading, dance team, performing arts and yearbook. Focused on safety, entertainment and traditional school leadership, Varsity Spirit's 5,000+ employees are dedicated to celebrating school spirit. A leader in apparel innovation, educational camps, clinics, competitions, and yearbook, Varsity Spirit impacts more than a million athletes each year. OUR COMMITMENT TO SAFETY At Varsity Spirit, the safety and wellbeing of the young people we serve is of the utmost importance. Since our inception 50 years ago, we have been - and remain - steadfastly committed to doing our part to create a safe and positive environment for our participants' physical, emotional, and social development, and promoting an environment free from abuse and misconduct. Varsity has a zero tolerance for abuse in its programs, events, and associated business activities. Varsity is committed to reporting all suspicions, allegations, and incidents of abuse in full accordance with local laws and reporting requirements. Learn more at Our Commitment to Safety - Varsity.com. Varsity Brands' internship program gets you in the game. We're committed to empowering the next generation of professionals in an environment where passion, innovation and growth collide. Develop technical and professional acumen through: Networking Opportunities Skills Workshops Professional Development Executive Speaker Series Project Showcase As students gain skills and experience in their field of interest, interns have a direct impact on the Varsity Brands Mission of elevating the student experience and contribute to the growth and success of the overall company. PROGRAM DATES 11-Week Program | May 19 - August 1, 2025 TO BE ELIGIBLE: Must be actively enrolled in an accredited college or university and pursuing an undergraduate or graduate degree. Current class standing of junior (third year college student) senior, or have graduated within the last 6 months Must be committed and available to work for the entire 11-week duration of the program Have access to housing and transportation to/from the assigned internship site Location: 711 N Front St Memphis, TN 38107 Work Hours: Monday-Friday 8am-4pm, Fridays remote Pay Details: $20.00 per hour Travel Required (Optional): No travel will be required for this position HOW YOU WILL MAKE AN IMPACT As the Varsity Spirit Finance Intern, you will assist with general accounting, annual planning, report creation, and ad hoc analysis. The ideal candidate is a highly motivated individual who is pursuing a degree in Finance or Accounting. WHAT'S IN IT FOR YOU Provide general accounting / finance support Assist with financial modeling and analysis Provide support for the annual budgeting process Contribute to management presentations and reporting Provide support to Accounts Payable / Accounts Receivable Learn to understand the Varsity Spirit business and how Finance supports business partners WHAT WE ARE LOOKING FOR Cooperative team player who can work independently (or with a team) and efficiently meet deadlines Adequate organizational and time management skills with the ability to work on multiple tasks concurrently Proficient written, verbal and interpersonal skills High attention to detail Excellent customer service skills Proficient in Microsoft 360 programs Microsoft Excel skills preferred Pursuing a degree in Finance, Accounting or related field preferred PHYSICAL REQUIREMENTS This job operates in a professional office environment. The role primarily involves desk-based tasks, with occasional filing that may include lifting files, accessing filing cabinets, and using a stool as needed. The position may require extended periods of sitting or standing while using office equipment, including computers, and other standard office tools. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the employee for this job. JOIN THE BEST TEAM IN SPORT & SPIRIT At Varsity Brands, we believe every student deserves the opportunity to succeed and every educator wants to make a difference. It takes a team to make a real impact, and through our two divisions - BSN SPORTS and Varsity Spirit - and our network of 6,000+ employees and independent representatives, we are proud to partner with a wide range of educational institutions and club and professional sports to transform the student journey in SPORT and SPIRIT. OUR VALUES Service - We lead with heart. We champion community. Passion - We love what we do. It fuels our purpose. Integrity - We do what we promise. We own our actions and decisions. Respect - We earn it by giving it. Because everyone deserves it. Innovation - We never stop striving to be better. For ourselves and our community. Transparency - We are committed to openness and honesty in everything we do. OUR BENEFITS We are committed to putting you and your families first. For benefits eligible roles, we offer a variety of choices and costs as well as program enhancements that align with our responsibility to elevate the employee experience. Some of our offerings include: Comprehensive Health Care Benefits HSA Employer Contribution/ FSA Opportunities Wellbeing Program 401(k) plan with company matching Company paid Life, AD&D, and Short-Term Disability Generous My Time Off & Paid Holidays Varsity Brands Ownership Program Employee Resource Groups St. Jude Partnership & Volunteer Opportunities Employee Perks including discounts on personal apparel and equipment! Varsity Brands companies are equal opportunity employers. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, citizenship, gender, sexual orientation, gender identity, veteran's status, age or disability.

We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we help you achieve your goals through:Our open architecture platform for client solutions Our competitive payouts Our practice building support We know that making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential as smooth as possible. Let's have a confidential conversation today! When joining Prudential Advisors, we offer Pension Enhancement for Top Financial ProfessionalsPrudential Employee Savings Plan (PESP) - 401(k) Cash Balance Pension PlanMedical, Dental, and Vision benefits Robust compensation packages Transition support Practice Building programs Access to Prudential clients

Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. About Modern Woodmen of America Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact. Our representatives provide financial guidance and products to help members protect their families and their futures. Our products help fund member programs, including social, educational and volunteer activities that enrich members' lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We're proud of the impact fraternalism makes. It's what allows Modern Woodmen - and you, as a Modern Woodmen financial representative, to make a difference in your community! In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States. About you Show integrity and character. Demonstrate leadership skills. Team-oriented. Focus on results/success driven. Can or have overcome adversity. Grow by helping others. Show volunteer spirit in the community. Look for self-improvement opportunities. Enjoy building long-term relationships. Credible, trustworthy and honest. Education and training Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many. Qualifications Passion for bettering members' financial lives. Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials /SIE), Series 6 and/or 7 license, and Series 63 license, as required by state). Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing. Benefits and perks Paid medical and dental insurance. 401(k) retirement plan with company match. Noncontributory pension plan. Group term life insurance. Expense-paid trips, bonuses and other incentives. Modern Woodmen is an equal opportunity employer.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: * Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies * Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions * Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth * Understands and accesses the full breadth of resources across the bank to benefit clients or prospects * Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor * Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds The Advisor Development Program (ADP) Journey: During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. We'll help you: * Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours! * Build connections to grow your network and business. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. * Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals. * Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority solutions, through Bank of America and Merrill to meet their financial needs. As a Merrill FSA, you can look forward to: * A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field. * Marketing strategies to reach wider audiences with greater appeal. * Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. * Potential Opportunities for professional growth. * Leadership opportunities, including leading client and conference seminars We're a culture that: * Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. * Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. * Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. * Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs. * Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital. Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses * Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded * Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services * Self-starter who efficiently manages time and capacity * Sets and accomplishes goals, achieving whatever you put your mind to * Builds and nurtures strong relationships * Collaborates effectively with others to get things done * Communicates effectively and confidently and is comfortable engaging all clients * Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment * Likes to learn, adapts to new information and seeks the right solutions for clients * Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients Desired Qualifications: * Proven ability to partner and promote lead generation * Experience balancing investment management, sales activities, and new client development * Strong computer skills and the ability to multitask in a demanding environment * Bachelor's degree, preferably in business-related field * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) * Obtained insurance licenses Skills: * Account Management * Client Investments Management * Client Management * Client Solutions Advisory * Relationship Building * Advisory * Business Development * Fraud Management * Pipeline Management * Portfolio Management * Client Experience Branding * Issue Management * Prospecting * Referral Identification * Sales Performance Management Shift: 1st shift (United States of America) Hours Per Week: 40

FHN Financial Portfolio Advisors is the leading provider of fee-based investment management services for depository institutions (i.e. banks and credit unions). In support of our investment management activities, we are seeking a Financial Analyst to provide asset/liability modeling and analytical support. This person will work with data supplied by our clients to produce financial forecasts and interest rate risk analyses. The Financial Analyst will evaluate the accuracy and integrity of data through reconciliation with general ledger information and other financial reports. This person will also help interpret model output and verify the reasonableness of results. The position entails close interaction with analysts and portfolio managers as well as direct communication with clients. Requirements: Undergraduate degree in a business-related discipline such as accounting, finance, economics or statistics. Candidates with a degree in a non-business major or equivalent experience who have a strong skill set suited for this position will also be considered and are encouraged to apply. Highly proficient in Excel, PowerPoint and Word. Strong communication and problem-solving skills and ability to accomplish goals with limited supervision. Excellent interpersonal skills and ability to work in a fast-paced team-oriented environment. Monday - Friday 7:30-4:30 About Us First Horizon Corp. (NYSE: FHN), with $82.6 billion in assets as of September 30, 2024, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Corporate Diversity Commitment: We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do. Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.

Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. About Modern Woodmen of America Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact. Our representatives provide financial guidance and products to help members protect their families and their futures. Our products help fund member programs, including social, educational and volunteer activities that enrich members' lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We're proud of the impact fraternalism makes. It's what allows Modern Woodmen - and you, as a Modern Woodmen financial representative, to make a difference in your community! In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States. About you Show integrity and character. Demonstrate leadership skills. Team-oriented. Focus on results/success driven. Can or have overcome adversity. Grow by helping others. Show volunteer spirit in the community. Look for self-improvement opportunities. Enjoy building long-term relationships. Credible, trustworthy and honest. Education and training Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many. Qualifications Passion for bettering members' financial lives. Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials /SIE), Series 6 and/or 7 license, and Series 63 license, as required by state). Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing. Benefits and perks Paid medical and dental insurance. 401(k) retirement plan with company match. Noncontributory pension plan. Group term life insurance. Expense-paid trips, bonuses and other incentives. Modern Woodmen is an equal opportunity employer.