Finance Consultant Jobs in Cottage Grove, MN

As a key member of the Corporate Finance & Strategy team, you will play a pivotal role in shaping the financial health and strategic direction of the company. This position involves leading financial planning, analysis, and strategy formulation to support the company's growth objectives and operational efficiency. Reporting to the CFO, you will collaborate closely with the executive team to drive business decisions, optimize financial performance, and ensure sustainable growth in a highly competitive market. Key Responsibilities Strategic Analysis and Business Development: Conduct market analysis, financial projections, and support business development, M&A and strategic partnerships. Financial Planning and Analysis (FP&A): Lead budgeting, forecasting, and financial modeling; create 5-year projections; oversee enterprise-wide dashboards and reporting. Reporting and Communication: Deliver financial reports and insights for the board and investors, including KPI's, marketing trends, and strategic initiatives. Operational and Process Integrity: Ensure process integrity, standardized assumption, and enterprise-wide collaboration. Proactively identify and act on operational trends and variances. What You'll Bring: Experience: 5 - 7+ years in corporate finance, private equity, investment banking or management consulting preferably technology or education sectors). Education: Bachelor's degree in finance, economics, or a related field; (MBA is a plus) Skills: Strategic thinker, advanced financial modeling expertise, strong leadership and communication skills, and experience with tools like SQL, Power BI, and financial software. Certifications (Preferred): CFA, CPA, or other relevant credentials. Key Competencies: Financial Acumen Communication Strategic Thinking Relationship Building Negotiation Skills Project Management Analytical Skills Excel, Power BI, SQL, Tableau Personal Attributes: Innovative Voracious Learner Collaborative Passionate Adaptable Fail-fast Mentality Ethical Entrepreneurial Mindset Benefits You'll Receive: At HC we are committed to a culture where every employee is valued equally, and everyone feels like an integral part of a supportive and connected team. Our commitment to our values starts with providing benefits that allow our employees to care for themselves, support their families, and give back to their community. Join HC, and you'll receive: A competitive compensation plan with opportunity for advancement. Total compensation, inclusive of performance related bonus, is $125K - $155K, depending on qualifications and experience. Opportunities for professional growth and development Flexible paid time off and company holidays Medical, dental and vision insurance 401(K) contributions with company matching program Year-round charitable donations gift matching program Flexible work environment · Opportunities to participate in company-wide volunteer events, employee appreciation activities, and celebratory events Ready to Make a Difference? Application Deadline: 03/14/2025 HC is proud to be named one of the Top 200 Workplaces by Star Tribune in 2018, 2019, 2021, 2023 and 2024. It's a testament to the dedication we have to our employees' well-being and job satisfaction. Holmes Corporation is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

North Star Resource Group is looking to find a candidate for a financial advising position in Minneapolis, MN. We are looking for an experienced financial advisor that is seeking more from their strategic partner. We excel at enabling our advisors to do more client facing engagement because we can handle the operational side of things. By joining an organization where you can use your relationship building skills and your ability to meet and exceed goals, you will have the opportunity to build a world class, client centered practice. Candidate Characteristics Entrepreneurial Incredible sense of urgency Self-starter Want to help people or make a lasting impact Interdependent Highly motivated Extreme desire to succeed and overcome obstacles A need to have ownership in what you do Fully Licensed/Registered (Series 7, 66, Life/Health) Benefits We understand that it takes hard work to find success and we have designed a program that works to ensure that your hard work pays off! Some of the benefits of joining North Star Resource Group include: Competitive compensation package and transition assistance Commission program Bonus opportunities Comprehensive training and development program designed to ensure your success Family owned and operated, successful organization

Applicants are required to obtain FINRA Series 7 and 66 (or 63/65) in order to be considered. The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank's consumer and business customers. The Financial Advisor assesses the customer's investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives. Job Responsibilities The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include: · Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances · Advising the customer regarding the advantages, risks, and disadvantages of different products · Developing internal referral resources to identify existing customers · Identifying external prospects and building up new client relationships · Identifying cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling · Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales · Maintaining all necessary licenses and registrations as required · Successfully completing all mandatory training in a timely manner · Maintaining superior and courteous service to promote products and expand customer relationships · Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism Job Requirements With a strong focus on sales and customer service, the Financial Advisor should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do. Additional requirements of the Financial Advisor include: · FINRA Series 7, 63 and 65 or FINRA Series 7, 66 (Required to Obtain) · Life & Health Insurance license (Required) · Strong sales, marketing and business development skills · 2+ years of experience as producing advisor · Bachelor's degree preferred Education and Training Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we're committed to helping you reach your goals - both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you'll have access to: · A clear transition plan and timeline so you know what to expect, and when · Our orientation course to give you an overview of all the tools and services available to you · Assistance with account transfers and paperwork, and frequent updates on their status · Help with communications to your current clients about your transition · In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform · New business cards, stationery, and email address · An introduction to our vast marketing resources, so you can start using them with current and prospective clients If you are interested in this position, please attach a copy of your resume with your application.

Entrepreneurship while making an impact! This is a career shift that could change everything. Things have changed in the past year, you've changed. You know your worth and are tired of working for someone else, being undervalued and micromanaged. You know that frustration you're feeling? That inner voice telling you that you're capable of more, to be bold, build something, make a difference in your community? We understand this too and know that you can build a sustainable career with impact, it is possible and it's happening throughout our firm. You can make a career move that may redefine the way you think about work and the legacy you leave. If this or the below information resonates with you, submit your resume for consideration into our selection experience. If you've considered starting a business, this may be what you're looking for. As a Financial Representative, you will work with individuals, families, and small businesses to help them protect and grow their financial future. The work you do is valuable, impactful and aligns with the values that we both share. Make an impact on the community, people's lives, and the communities you care for by providing paths to financial stability and peace of mind. Benefit from a Nationally recognized Training and Development program with a well-defined leadership path that integrates education, experiential learning, and mentorship. Experience the power of independence and flexibility - with the freedom to live the life you want to live. Working for yourself alongside other driven, competitive, hardworking people who support you being your best every day. How will you build your business? You will… Receive personalized coaching and market (client) development resources as well as financial support for professional designations and certifications. Establish impactful networks in the community and learn how to authentically build referral connections. Develop and maintain long-term client relationships (our average client relationship is over 40 years.) Provide customized financial strategies and solutions through factfinding and holistic financial planning. Broaden and deepen your skillset through ongoing professional development and joint work - experiential learning. The opportunity to design your roadmap to leadership and specialized roles. Be rewarded Who do you need to be? Dependable, consistent, full of integrity and honesty. Excellent communicator and relationship builder. A driven, independent, self-motivated, and goal-oriented person. Growth minded, coachable with strong desire for long term success. Who we are. Unsurpassed Financial Strength, Financial Ratings the highest in any industry Fortune's 2022 Worlds Most Admired Companies, #1 in our class Top 5 Independent Broker-Dealer Ranked 90 on the esteemed 2020 FORTUNE 500 list $400 million donated through the NM Foundation 455,000 hours donated toward Children's Cancer Research Countless volunteer hours toward initiatives in the Greater Minneapolis / St. Paul area A culture that promotes diversity, teamwork, work/life balance, recognition and rewards. At Northwestern Mutual, we believe that everyone deserves to spend their lives living and that a strong financial plan is the cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living! Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of American's citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need! Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual has been among the leaders in the financial services industry for 166 years and has a proven track record of financial success. Income Growth Opportunity: Average Income Year 1 -4 (Gross Revenue) Average - $105,903 Top 25% - $227,490 Top 10% - $290,194 Average Income in years 5+ (Gross Revenue) Average - $647,715 Top 25% - $1,590,516 Top 10% - $2,287,388 We would be delighted to have you apply online.

Garry Executive Search has partnered with a distinguished wealth management firm in Minneapolis to identify an accomplished Senior Wealth Advisor. Our client is seeking a driven professional to join their team and play a pivotal role in expanding their high-net-worth client base. The Opportunity The selected candidate will collaborate with the Business Development Officer and advisory team on strategic growth initiatives, focusing on prospecting and developing new client relationships while maintaining the firm's commitment to exceptional service. This position offers significant growth potential for a relationship-oriented professional who excels at building and nurturing client connections. Key Responsibilities Strategic development and management of centers of influence (COIs) to generate qualified referrals Active cultivation of new client relationships through existing client networks and community engagement Growth of assets under management through expanded service offerings and referral opportunities Direct client relationship management and financial advisory services Implementation of sophisticated financial planning strategies for high-net-worth individuals Collaboration with professional partners including custodians, accountants, and estate attorneys Ideal Candidate Profile 5+ years of progressive experience in financial services, with demonstrated success in business development Strong technical foundation in investment management and financial planning Track record of building and maintaining high-net-worth client relationships Exceptional relationship-building abilities and professional presence Proven ability to identify opportunities and close new business Bachelor's degree required; finance, economics, or related field preferred CFP designation preferred The Firm Full health, vision, and dental coverage 401(k) plan Additional voluntary benefits including car insurance and legal services Collaborative, growth-oriented culture Sophisticated planning and investment platform Contact Information Qualified candidates are invited to submit their credentials in confidence to Garry Executive Search. Please include a detailed resume and brief cover letter outlining your relevant experience. For additional information or confidential discussion, please contact: Mark Garry // ***************************** // ************ Garry Executive Search is committed to diversity in the workplace and partners with organizations that share this commitment.

Talent Focus is proud to collaborate with a renowned international wealth management institution to recruit an exceptional Financial / Wealth Advisor for their High Net-worth Private Client practice in Minneapolis - this is an ongoing brief, as our client continues to expand. This is a salaried position plus commission based on new revenue generation. Your Role As a Financial Advisor, you will serve as a trusted partner to high-net-worth clients, building enduring relationships based on a deep understanding of their values, aspirations, and financial goals. Leveraging cutting-edge research, sophisticated financial planning tools, and world-class investment strategies, you will empower your clients to achieve their financial objectives and enhance their overall financial well-being. Our client is committed to your success, offering comprehensive training and full support to help you achieve relevant financial qualifications and advance your career. What We're Looking For We are seeking ambitious, client-focused professionals with a strong background in: Experience: 5-10 years of proven success in sales, business development, and relationship management. Network: An established network of High Net-worth clients or prospects, with the ability to cultivate new connections. Skills: Exceptional emotional intelligence, curiosity, and a solid understanding of Capital Markets. Character: A passion for learning, coupled with humility, integrity, and a tenacious drive to succeed. Why Join This Opportunity? Prestigious Platform: Work with a globally respected wealth management institution known for its excellence in serving high-net-worth clients. Client Impact: Play a pivotal role in helping clients achieve financial freedom and security by delivering tailored wealth solutions. Comprehensive Support: Receive world-class training, mentoring, and resources to excel in your role and grow your career. Dynamic Location: Thrive in the vibrant financial hub of Los Angeles, engaging with a diverse and affluent clientele. If you're a motivated professional with a proven ability to build lasting relationships and deliver value to high-net-worth clients, this is your chance to advance your career with a global leader. Apply now and take the next step in your professional journey!

As a Sr Program Planning and Control Manager here at Honeywell, you will play a crucial role in the planning, scheduling, and control of project activities. You will be responsible for analyzing project data, monitoring project progress, and providing recommendations to ensure successful project execution. Your expertise in project planning and control will contribute to the overall success of our projects and help us deliver high-quality results to our customers. You will report directly to our CFO and you'll work out of our Golden Valley, MN or Broomfield, CO location. Lead a team of Program, Planning and Control analysts that provide program analysis and related financial data for Honeywell ACST programs ensuring adherence to company policy and procedures. Responsible for staff competency, development, performance reviews, and work assignments for the PP&C Team. Key leader partnering with the Program Management Office driving PP&C process improvement and adherence to company policy and procedures. Focal for ACST Finance on program accounting processes including quarterly program EAC reviews, as well as financial forecasting processes. ACST PP&C team is also responsible for developing proposal packages so this position is responsible for ensuring tools and processes are in place for consistency and compliance. Compensation Package Language: • Benefits - Medical, Vision, Dental, Mental Health • Paid Vacation • 401k Plan/Retirement Benefits (as per regional policy) • Career Growth • Professional Development Benefits Language: In addition to a competitive salary, leading-edge work, and developing solutions side-by-side with dedicated experts in their fields, Honeywell employees are eligible for a comprehensive benefits package. This package includes employer subsidized Medical, Dental, Vision, and Life Insurance; Short-Term and Long-Term Disability; 401(k) match, Flexible Spending Accounts, Health Savings Accounts, EAP, and Educational Assistance; Parental Leave, Paid Time Off (for vacation, personal business, sick time, and parental leave), and 12 Paid Holidays. US CITIZENSHIP REQUIREMENTS U.S. citizenship is required due to contractual requirements. Applicants must also be able to obtain and maintain a U.S. Government security clearance. Continued employment is contingent upon successful completion of security processing Posting Timeline Language: The application period for the job is estimated to be 40 days from the job posting date; however, this may be shortened or extended depending on business needs and the availability of qualified candidates. KEY RESPONSIBILITIES • Drive Accountability through the Finance and Program Controls departments by execution of rigorous cost control metrics • Drive Compliance with Program Controls process, implementation of new tools & RACI among direct reports • Build, Manage and inspire a world class Program Controls team to ensure objectives and process improvements are identified and implemented appropriately • Manage a portfolio of programs of significant size & complexity to achieve scope, schedule, cost, delivery, and quality requirements while demonstrating mastery of program management skills • Active member of the proposal process team that is supporting E&I and ensuring proposals are timely and compliant • Ensure programs are delivery business results through program execution excellence, including risks, opportunities and actions. • Enhance employee development through effective onboarding and career development initiatives. • Collaborate with cross-functional teams to develop and implement project control strategies YOU MUST HAVE • Minimum of 8 years of experience in project planning and control or a related field • U.S. citizenship to obtain and maintain a security clearance • Strong analytical and problem-solving skills • Proficiency in project management tools and software WE VALUE • Bachelor's degree in, Business, or a related field • Project Management Professional (PMP) certification • Experience in the defense industry • Knowledge of Earned Value Management (EVM) principles • Strong attention to detail and organizational skills ABOUT HONEYWELL Honeywell International Inc. (NYSE: HON) invents and commercializes technologies that address some of the world's most critical challenges around energy, safety, security, air travel, productivity, and global urbanization. We are a leading software-industrial company committed to introducing state of the art technology solutions to improve efficiency, productivity, sustainability, and safety in high growth businesses in broad-based, attractive industrial end markets. Our products and solutions enable a safer, more comfortable, and more productive world, enhancing the quality of life of people around the globe. THE BUSINESS UNIT At Honeywell Advanced Connected Sustainability Technologies (ACST), our outstanding team of thinkers, innovators, and doers help make the future. We build environments and technologies that meet our customers' needs. The groundbreaking scientists, engineers, and professionals that make up our nimble group have the agility of a start-up backed with the power and investment of Honeywell. Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status.

Perform fundamental, in-depth equity research analysis on existing positions and new investment ideas. Research involves spreadsheet modeling, interviewing management teams and extensive third party research. Long / Short strategy plays in a hedge fund environment. Research global equities at all market capitalization levels,encompassing a wide range of sectors. Construct and analyze industry value chain using various methods, such as annual reports, other publicly available information, company management, customers, suppliers and/or competitors. Conduct industry and company competitive analysis to determine the sustainability of returns and assess reasonableness using industry comparables. Analyze historical company financial statements to evaluate quantitative investment characteristics. Create valuation models utilizing various techniques, incorporating earnings, cash flow analysis and asset-based metrics, in order to identify attractive valuations, growth opportunities or potential threats. Buyside Equity research experience preferred College Degree Required CFA track a bonus

As a Financial Planning Analyst at TN Marketing (TNM), you will be filling a position that primarily supports the Business Planning and Analytics (BP&A) department and will have regular interaction with Accounting & Finance. The primary focus of this role will be to partner with the BP&A group to manage the company's financial budget and forecast planning models & tools, as well as all underlying data and summarized reporting outputs. In addition, this role will provide support to executive leadership in terms of strategic financial analysis/modeling of opportunities for customer acquisition investment, lifetime value of a customer, build vs buy opportunities, and new product launches, among others. You will become very familiar with the subscription video on demand (SVOD) business model that TNM has developed as well as the ancillary programs that define the overall business. You will become a bridge between the BP&A department that manages the cash financial projections for the business and the accounting department that books the actual historic financial data and produces GAAP financial statements. Your experience and expertise in financial analysis and reporting will be invaluable in developing newer and better reporting outputs that reflect the company's overall financial projections at various levels of detail. Your expertise with spreadsheets and other tools will help to automate and create efficiencies in our processes and our outputs. This will enable us to streamline the presentation of our financial reporting and provide the flexibility and insight needed by executive leadership to monitor and manage the business. Job Responsibilities (include but not limited to): Co-manage the existing annual budgeting and periodic forecasting processes. This includes joint ownership of the current financial models and supplemental analysis and reporting which supports the processes. Spearhead process improvement in updating, refining, and rebuilding financial models and supplemental analysis as the business evolves and needs for further development arise. Build complex financial models to support strategic business decision-making and long-range planning. Provide analytical, forecasting, reporting, and project support to senior management regarding corporate financial data. Review and present financial projections to the executive leadership team. Produce recurring and ad hoc reports, which include key metrics, financial results, and variance reporting. Build ad hoc financial projection models based on key metrics and core KPIs of the business as needed by business unit leaders. Contribute to the management and ongoing development of the revenue recognition process. Produce concise historical financial reporting with visualizations and the appropriate level of detail which will be used to identify trends. Develop and maintain financial models that help with decision-making. In particular, models related to Lifetime value, ROI, and IRR. Identify opportunities for performance improvement across the organization. Desired Skills and Experience: Undergraduate degree in Finance, Data Analytics, Economics, Mathematics, or a similar analytical field 2+ years of relevant experience in corporate finance, financial planning & analysis, data analytics, or other related fields Strong analytical, quantitative, and financial modeling skills Expert-level knowledge of Microsoft Excel, and its higher-level usage (financial formulas, pivot tables, lookup/sumif formulas, external data connections, etc.) is required. Familiarity with financial reporting Knowledge of database tools including SQL (T-SQL) and MS SQL Server is desired. Familiarity with a subscription-based corporate business model is a plus. Knowledge of business intelligence and data visualization platforms is a plus. Excellent analytical, decision-making, and problem-solving skills, with attention to accuracy and detail required. Nature of Supervision This position has no direct reports. About TN Marketing At TN Marketing, we develop, market, manage, and deliver countless hours of compelling video content that engages a wide variety of audiences with special interests. Our team of experts is known for its innovation, creativity, and most of all, its ability to deliver professional quality, branded instructional video content to passionate hobbyists of all sorts - from avid quilters to savvy woodworkers - and beyond. Additionally, we believe that affinity-oriented paid subscription channels are the future of online content. With an unparalleled track record of delivering amazing content online, we're media trendsetters at monetizing video content. But our capabilities do not stop there…

Senior Financial Analyst - FP&A LHH is searching for a Lead Financial Analyst, FP&A for a global manufacturing client located in the north metro. This role will be a strategic business partner who will help analyze data, track performance metrics and help make strategic decisions with their financial and data insights. The perfect candidate will be someone that is motivated by interpreting numbers, loves to analyze and manipulate data and that loves to contribute to optimizing financial processes. Responsibilities Analyze current and past financial data and performance to make recommendations on profit enhancements Consistently analyze financial information based on both routine and ad-hoc reports as well as creating new reporting from scratch Monthly accounting close and financial statements KPI reporting Forcasting (quarterly and annually), budgeting and analytics across multiple departments Balance sheet variance analysis Data consolidation Presenting business findings to multiple business leaders Ad hoc reporting and projects as needed Drive process improvements and enhancements Qualifications Bachelor's degree in Accounting, Economics, or Finance or equivalent experience 6+ years of progressive, related experience Skills: Ability to collaborate with various team members Aptitude for "explaining the numbers" Curious nature Organized, analytical and ability to manage projects Excellent skills in Excel, Access and Power BI, Tableau (Preferred) Compensation $90,000-$130,000 Employment type: Full time, permanent: 3 days in office

Independent Branch Financial Consultant (FC) - Registered The Charles Schwab Eden Prairie Independent Branch is led by Benjamin Wels (the Franchisee) and staffed by employees of the franchise. The branch helps individuals and families with their financial needs including, wealth management, retirement planning, investing, asset protection planning, charitable giving, estate planning, and active trading solutions. To learn more about Schwab's client offerings visit: ******************************** The Schwab Independent Branch in Eden Prairie, MN is looking for a Registered Independent Financial Consultant with a passion for serving clients. Independent Branch Client Service Specialists are not employees of Charles Schwab & Co., Inc.; they are employees of the Independent Branch Leader (Schwab franchisee) and are Associated Persons of Charles Schwab & Co., Inc. ROLE DESCRIPTION FCs help grow the profile and business of the Schwab Independent Branch by supporting Benjamin Wels and other Financial Consultants (FCs) through a variety of activities Help deepen relationships with existing Schwab client by providing outstanding service, as well as appropriate investment guidance and advice based on client needs Building strong, personal relationships with clients Deliver outstanding service and provide all clients with an exceptional experience Facilitate Strong Financial Planning Conversations The Schwab Independent Branch in Eden Prairie, MN values integrity, open communication, perseverance and relentless service to our Schwab clients. If you want to work with a business that is dynamic, client centric, and values your contributions, consider a career as an Independent Branch Financial Consultant. KEY RESPONSIBILITIES Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage a team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help client's progress toward achieving their goals Openness to manage wealth on behalf of clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management SKILLS & QUALIFICATIONS We place a premium on high performance, quality service and the ability to execute the Schwab Independent Branch strategy. Essential skills include: Minimum of 2 to 3 years in the financial services industry in a registered position where you were responsible managing a client base Experience and success managing a pipeline Proficient Discovery Skills Retirement Income Planning Expertise High level of curiosity to understand client's goals, aspirations, and fears Willingness to be coached and receive feedback Financial services business development experience preferred Series 7 and 63 (or 66) licenses required Strong written and oral communication skills Client first mentality Demonstrated experience handling client concerns and issues with tact and diplomacy Ability to manage multiple client situations, needs, and inquiries simultaneously Ability to work independently and as part of a team Strong attention to detail Able to develop and maintain good cross-enterprise working relationships Must be proficient with Microsoft Office suite, MoneyGuidePro/Financial Planning Software, and Salesforce/CRM Pass required background check This is a summary only-duties and responsibilities may be revised over time. POSITION LOCATION: 7914 Mitchell Road, Eden Prairie, MN 55344 HOURS & COMPENSATION This is a full-time position, Monday through Friday, 8:30 am - 5:00 pm each day Competitive Salary & Bonus package that will be commensurate with experience Health, Dental & Vision Insurance Offered Company Holidays Plus PTO Offered 401(k) Retirement Plan HOW TO APPLY Candidates can apply by emailing a cover letter and resume to ************************

The Financial Crimes team, from one of our Fortune 500 banking clients, that perform Enhanced Due Diligence (EDD) on high-risk customers are looking for new team members to support due diligence work. In this role, you will perform EDD activities, focusing on the assessment and underwriting of high-risk customers per established guidelines. You will review and analyze client information and account transactional activity, drafting clear, concise summaries that identify customer risks and associated mitigating factors. These summaries will include overall comfort rationale and a final recommendation for customer retainability. This role requires a quick ability to learn company policies, procedures, guidelines, governance programs, and various systems to support research. EDD reviews must meet internal quality standards. Beyond conducting EDD reviews, you may also assist in executing due diligence reporting processes and controls and collaborate with peers, managers, and internal and external partners to resolve issues and achieve goals. Responsibilities: Support enhanced due diligence activities, including: Reviewing and processing reports, Accessing internal systems and third-party services for EDD inputs, Assisting with triaging EDD work and related issues, and Performing quality reviews Collaborate and consult with peers, colleagues, managers, and internal/external partners to resolve issues and meet objectives Maintain current knowledge of the external regulatory environment and assess/report potential impacts to WIM's businesses Qualifications: 2-4+ years of Due Diligence experience or equivalent (risk management, client service, operations support, or business process management) 2-4+ years of Management Consulting, Strategy Consulting, or Business Operations experience is a large plus but not required BSA/AML/OFAC regulatory compliance experience in large, diverse financial institutions Experience conducting complex financial crimes due diligence and risk analysis, including transactional reviews Previous experience assessing and underwriting high-risk customer segments Strong written communication skills, with the ability to convey risk assessments and recommendations clearly and concisely Pay $39.58 - $45.16 /hr Location: HYBRID Minneapolis, MN Schedule: Monday - Friday 40 hours /week ------------ TalentBridge -- Connecting People with Their Purpose As one of the nation's leading professional recruiting companies, TalentBridge successfully places thousands of candidates in their dream jobs every year. At TalentBridge, we're passionate about connecting people with their purpose, and we go above and beyond to be the trusted partner to the people we serve. We value relationships over transactions - relationships grounded in open communication and honesty. We're built on collaboration and teamwork - both with internal team members and with each and every candidate we represent. And that goes beyond a vested interest in your professional success, to rooting for your personal success. We're not just another staffing company churning and burning our way through candidates. Our seasoned recruiting professionals love what they do - the Charlotte Observer named us a Top Workplace two years running - and they're great at it! We know success begins with personal connections, so we work hard every day to get to know the person behind the resume so we can help our candidates find the best job, not just a job. That's a fantastic reason to get out of bed every morning, and we're excited to share it with an expanding team. Will you join us? Proven Process We follow a disciplined, proven process to help ensure success in matching high-quality candidates with high-performance companies. It starts with an in-depth understanding of your skills and experience. It continues with a deep dive into your passions which, in turn, help us to find your purpose. It's a process that goes well beyond your resume - one that values relationships over transactions in order to optimize success in your job search.

The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership. Responsibilities Analyze current and past financial data and performance to make recommendations on profit enhancement Consistently analyze financial information based on both routine and ad-hoc reports Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators Communicate financial insights suggesting business issues to management Qualifications Bachelor's degree in Accounting, Economics, or Finance or equivalent experience 2+ years' financial analysis and modeling experience Advanced knowledge of Excel. Ideally someone with ability to create dashboards

What is the opportunity? Opportunity to join a fast growing business line within RBC Wealth Management-US. The Alternative Investment Consultant will be an integral part of the alternative investment product team, responsible for driving advisor adoption of private credit, private equity, and real assets product solutions in client portfolios, and supporting advisors through education, product advice, implementation, and ongoing client servicing. What will you do? This position will drive growth in platform assets through field engagement with financial advisors in our Central division. Provide education on the benefits and risks alternative investments in client portfolios, and product specific details on available funds. Assist with development and planning of internal events and participate as subject matter expert on alternative investments. Develop and implement a process for managing a territory of roughly 700 financial advisors, identifying and tracking opportunities, and closing new business. Service advisors through the lifecycle of alternative investments - awareness, education, implementation, and monitoring. Remain apprised of current industry trends and research related to alternative investments, and inform changes to product strategy based on advisor and client experience. Participate in RBC's advisor recruitment as a subject matter expert on alternative investments. Partner with other product specialists on complex client cases. What do you need to succeed? Must-have Working knowledge of private markets and ability to speak to the key benefits, risks, and mechanics of a wide range of alternative investment strategies. Advanced knowledge of financial markets and investment industry. Proficient with Microsoft Office and ability to adapt to changing technology. Self-directed and strong business development and client service orientation. Ability and willingness to travel extensively (30-50%). Nice-to-have Up to 10 years of financial markets experience Experience within private wealth and/or broker-dealer Advanced degree (MBA) or industry designations (CFA, CFP, CAIA) Securities industry licenses 7, 63 and 65, or series 66; or willingness to become licensed. What's in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable Leaders who support your development through coaching and managing opportunities Ability to make a difference and lasting impact Work in a dynamic, collaborative, progressive, and high-performing team Flexible work/life balance options Opportunities to do challenging work Opportunities to take on progressively greater accountabilities Access to a variety of job opportunities across business Minnesota: The good-faith expected salary range for the above position is $85,000 - $150,000, depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. Illinois: The good-faith expected salary range for the above position is $94,000 - $165,000, depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: · Drives RBC's high performance culture · Enables collective achievement of our strategic goals · Generates sustainable shareholder returns and above market shareholder value Job Skills Alternative Investments, Customer Service, Microsoft Office, Relationship Building Additional Job Details Address: 250 NICOLLET MALL:MINNEAPOLIS City: Minneapolis Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2025-01-10 Application Deadline: Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities. We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

TripleTree is a trusted partner for mergers and acquisitions, recapitalizations, and strategic advisory services. As a leading healthcare investment bank, we are dedicated to continuous improvement and growth. This commitment impacts the knowledge, relationships, and resources across our business, and requires the addition of talented professionals with strong analytic, strategic thinking, communication and leadership skills - and drive to succeed. Our Associates perform critical functions throughout the entire transaction process, from helping to prepare clients for market, engaging with potential buyers, and facilitating due diligence to ultimately closing the deal. The position offers substantial opportunities to gain financial and technical expertise, professional development, and upward mobility, while taking on a substantial amount of responsibility in transaction execution, client management, and new business development. General responsibilities Preparing, analyzing, and explaining historical and projected financial information Managing and assisting in the preparation of financial models and business valuations Conducting industry and company-specific business due diligence Creating client marketing presentations, memoranda, and deliverables Attending client meetings Drafting and collaborating on pitch presentations Developing an understanding of the underlying trends that affect the Healthcare industry Coordinating and managing the creation of industry research publications Assisting in the development and continued cultivation of client, prospective client, and professional advisor relationships Assisting in the management and mentoring of Analyst team members Basic Qualifications Bachelor's degree or Military Experience At least 3 years of investment banking, private equity, or transaction advisory experience with a focus on Mergers & Acquisitions Preferred Qualifications Bachelor's degree in finance, accounting, business, or economics 4 or more years of M&A investment banking, private equity, or transaction advisory experience within the healthcare space At least 2 years of sell-side M&A experience Financial modeling experience, including experience building detailed operating models Strong analytical and quantitative skills Knowledge of general accounting and finance principles Strong written and oral presentation skills Ability to work independently in a fast-paced environment Strong work ethic, attention to detail, and a passion for excellence Strong working knowledge of Microsoft Office suite FINRA Licenses - Series 63, Series 79, SIE At this time, TripleTree as part of Capital One will not sponsor a new applicant for employment authorization for this position. #CapMkts #TripleTree The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Bloomington, MN: $150,000 - $225,000 for Associate, Mergers and Acquisitions New York, NY: $150,000 - $225,000 for Associate, Mergers and Acquisitions Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

C.H. Robinson is hiring a **Senior Investor Relations Analyst** to join our team in a hybrid work model based in Eden Prairie, MN, with flexibility to work both in the office and from home. In this role, you will partner with the Head of Investor Relations to develop and execute the Investor Relations strategy, operating plans, budget, and global Investor Relations program. The Investor Relations program is designed to educate and engage investors and analysts, ensuring a fair valuation of the company's stock. You will help manage investor perceptions, attract institutional investors, and provide leadership with key insights from the investment community. Additionally, you will act as the "voice of the investor," offering input on decisions that impact shareholder value. Success in this role requires strong collaboration with teams across Financial Planning and Analysis, Accounting, Communications, Marketing, Legal, and other key functions to ensure clear, balanced, and strategic messaging that accurately represents C.H. Robinson's performance, strategy, and growth potential. **DUTIES AND RESPONSIBILITIES** The duties and responsibilities of this position consists of, but are not limited to, the following: + Support the quarterly earnings process, including logistics, financial analyses, and collaborating on press releases, presentations, conference call scripts, and anticipated Q&A + Analyze equity research, financial models, consensus estimates, and market trends impacting valuation and investor perception + Summarize and distribute equity research updates to leadership + Track key investor themes, monitor external trends, and build internal relationships to stay informed on business strategy and results + Analyze investor ownership, shareholder movements, and investor targeting efforts + Manage day-to-day investor relations activities, including inquiries, website updates, and database management + Screen prospective investors and support outreach efforts + Serve as the primary operator of the investor database + Plan and execute investor events, including non-deal roadshows, conferences, visits, and Investor Day logistics + Maintain investor relations materials, including the corporate investor presentation + Provide periodic updates to the Board of Directors on investor relations strategy and activities + Support the development of the annual report, collaborating with stakeholders and managing production and distribution + Contribute to the Annual Shareholders Meeting and quarterly financial news releases + Manage logistics for investor and analyst conference calls + Maintain and oversee updates for the Investor Relations website **Qualifications** Required: + Bachelor's degree in Finance, Accounting, or Economics + At least 4 years of experience in investor relations, finance, or corporate communications within a public company or consulting agency + Ability to travel up to 10% Preferred: + Experience in logistics and supply chain, with strong business acumen and financial modeling skills to assess performance and stock value + Deep understanding of financial and investment markets, with strong relationship-building and communication abilities + Collaborative, proactive, and results-driven team player with intellectual curiosity and attention to detail, while maintaining a big-picture perspective + Proficient in Microsoft Office Suite, with the ability to analyze data and generate actionable business insights + Strong presentation, influencing, and consulting skills for engaging senior stakeholders and effectively addressing feedback + Excellent project management skills with a creative, problem-solving approach to complex business challenges + Comfortable adopting emerging tools and technologies to produce professional, action-oriented reports + Ability to drive change and deliver results in a large, dispersed organization + Committed to fostering a diverse and inclusive work environment We will review applications for this role on an ongoing basis and encourage all interested candidates to apply at their earliest convenience. **Compensation Range** $83,800.00 - $130,500.00 The base pay range displayed on the job posting reflects the minimum and maximum base pay for this specific location. Your individual base pay within this range is determined by job-related skills, experience, and relevant education or training. During the hiring process, your recruiter will provide more details. Compensation details listed in this posting reflect the base pay only and do not include additional variable compensation. Questioning if you meet the mark? Studies have shown that women, people of color, and individuals with disabilities may be less likely to apply unless they match the job description exactly. Here at C.H. Robinson, we're building a diverse and inclusive workplace where all employees feel they belong. If this position excites you, we welcome you to apply whether you check all the preferred qualifications or just a few. You may just be our next great fit! **Equal Opportunity and Affirmative Action Employer** C.H. Robinson is proud to be an Equal Opportunity and Affirmative Action employer. We believe in equality for all and celebrate the diversity of our employees, customers and communities. We believe this increases creativity and innovation, drives business growth and enables engaged and thriving teams. We're committed to providing an inclusive environment, free from harassment and discrimination, where all employees feel welcomed, valued and respected. Affirmative Action Employer/EOE/M/F/Disabled/Veteran **Benefits** **Your Health, Wealth and Self** Your total wellbeing is the foundation of our business, and our benefits support your financial, family and personal goals. We provide the top-tier benefits that matter to you most, including: + Two medical plans (including a High Deductible Health Plan) + Prescription drug coverage + Enhanced Fertility benefits + Flexible Spending Accounts + Health Savings Account (including employer contribution) + Dental and Vision + Basic and Supplemental Life Insurance + Short-Term and Long-Term Disability + Paid and floating holidays + Paid time off (PTO) + Paid parental leave + Paid time off to volunteer in your community + Charitable Giving Match Program + 401(k) with 6% company matching + Employee Stock Purchase Plan + Plus a broad range of career development, networking, and team-building opportunities Dig in to our full list of benefits on OUR CULTURE (************************************ page. **Why Do You Belong at C.H. Robinson?** C.H. Robinson solves logistics problems for companies across the globe and across industries, from the simple to the most complex. With $22 billion in freight under management and 19 million shipments annually, we are one of the world's largest logistics platforms and rank in the FORTUNE 200. We've been an innovator in logistics for over 100 years. Our global suite of services accelerates trade to seamlessly deliver the products and goods that drive the world's economy. With the combination of our multimodal transportation management system and expertise, we use our information advantage to deliver smarter solutions for more than 90,000 customers and 450,000 contract carriers on our platform. Our technology is built by and for supply chain experts to bring faster, more meaningful improvements to our customers' businesses. As a responsible global citizen, we contribute millions of dollars to support causes that matter to us and our people. FORTUNE has named C.H. Robinson one of the World's Most Admired Companies 2024, showcasing our position as a leader in our industry. Our commitment to excellence is further affirmed by being named a Great Place to Work 2023-24 by the Great Place to Work Institute, one of Forbes' Best Employers for Diversity and one of America's Greatest Workplaces in 2023 by Newsweek. Join us as we collaborate, innovate, and work as one global team to make life better and more sustainable for our customers, communities, and world. For more information, visit us at ****************** .

Agiliti interns are talented students who crave learning new skills and are not afraid to tackle big projects. As an intern, you will have an opportunity to collaborate with multiple teams, work on real and meaningful projects and gain practical experience in your field of study. At the conclusion of your internship, you will present your project to senior leadership. The Finance Contracts Internship at Agiliti will review and analyze customer contract revenues to ensure they align with contract terms and pricing. They will develop reports and analyze metrics with a team of analysts and bring creativity to solve challenges such as efficiently sharing data. Key responsibilities include leading the development and implementation of pricing proposals, analyzing and implementing pricing models, developing capital equipment investment models, and partnering with sales, legal, logistics, and IT teams to enhance pricing tools and processes. The role also involves formulating competitive and industry intelligence to optimize pricing strategies. Preferred Qualifications: Ideal candidates are in their Junior or Senior year of their Bachelor program, or pursuing an advanced degree Creative problem solving Excellent communication Self-starter and ability to work independently Able to maintain a high level of confidentially and professionalism. Technical skills: Microsoft Office Suite Must be able to multi-task and handle fast-paced work environment Excellent follow-up and attention to detail Requirements: College student pursuing degree in an applicable field of study Must be available for the duration of the program DISCLAIMER This job description in no way states or implies that these are the only duties to be performed by the employee in this position. It is not intended to give all details or a step-by-step account of the way each procedure or task is performed. The incumbent is expected to perform other duties necessary for the effective operation of the department and the company. It is the policy of Agiliti to provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender identity, sex, sexual orientation, national origin, age, physical or mental disability, genetic information, marital status, status as a veteran, military service, or any other characteristic protected by applicable federal, state, or local civil rights laws. In addition, Agiliti will provide reasonable accommodations for qualified individuals with disabilities. Agiliti strictly prohibits any form of retaliation against individuals who make good faith reports of alleged violations of this policy or who cooperate in Agiliti's investigation of such reports. Affirmative Action Policy Statements You may be required to obtain certain vaccinations, or provide proof of current vaccination status, based on customer and/or company requirements. If vaccination is required, Agiliti will provide specific directions and cover the expense at a participating clinic. Please note, this includes the COVID-19 vaccination. Agiliti offers a robust suite of benefits for regular, full-time, non-union employees including: health insurance options for Medical, Dental & Vision plans, Short- and Long-Term Disability plans, Flexible Spending Accounts, Health Savings Accounts, Life Insurance Options, Paid Time Off, 401K Saving Plan with employer match, Employee Discounts, Tuition Reimbursement, Daily Pay program, Employee Assistance Program, and wellness programs. Agiliti is an equal opportunity employer and provides reasonable accommodations to employees and applicants consistent with state and federal law. If you require assistance with your application, please contact ****************************. Primary Job Location:Corporate MNAdditional Locations (if applicable):Job Title:Intern - CorporateCompany: Agiliti Location City:Eden PrairieLocation State:Minnesota Pay Range for All Locations Listed: $14.99 - $22.81 This range represents the low and high ends of the Agiliti pay range for this position. This base pay range information is based on the market locations shown. The actual pay offered may vary depending on several factors including geographic location, experience, job-related knowledge, skills, and related factors. Dependent on the position offered, short-term and/or long-term incentives may be provided as part of the compensation. Applicants should apply via Agiliti's internal or external career site.

div class="iCIMS_JobContent" h2 class="iCIMS_InfoMsg iCIMS_InfoField_Job" /h2 div class="iCIMS_InfoMsg iCIMS_InfoMsg_Job" div class="iCIMS_Expandable_Container" div class="iCIMS_Expandable_Text" p style="margin: 0px;"span style="font-family: verdana, geneva, sans-serif; font-size: 10pt;"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,/spanspan style="font-size: 11.0pt; font-family: Calibri, sans-serif;"span style="font-family: verdana, geneva, sans-serif; font-size: 10pt;" 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!/span /span/p /div /div /div h2 class="iCIMS_InfoMsg iCIMS_InfoField_Job" Responsibilities /h2 div class="iCIMS_InfoMsg iCIMS_InfoMsg_Job" div class="iCIMS_Expandable_Container" div class="iCIMS_Expandable_Text" pspan style="font-family: verdana, geneva, sans-serif; font-size: 10pt;"Our internship program mimics our full-time Financial Representative career, allowing you to:/span/pullispan style="font-size: 10pt; color: windowtext; font-family: verdana, geneva, sans-serif;"Learn how to prospect and network to build your business and client base/span/lilispan style="font-size: 10pt; color: windowtext; font-family: verdana, geneva, sans-serif;"Develop and execute on a business strategy/span/lilispan style="font-size: 10pt; color: windowtext; font-family: verdana, geneva, sans-serif;"Call on potential clients and set meetings to understand their financial goals /span/lilispan style="font-size: 10pt; color: windowtext; font-family: verdana, geneva, sans-serif;"Prepare plans and offer useful recommendations /span/lilispan style="font-size: 10pt; color: windowtext; font-family: verdana, geneva, sans-serif;"Gain exposure to proprietary planning software platforms /span/lilispan style="font-size: 10pt; color: windowtext; font-family: verdana, geneva, sans-serif;"Engage in weekly coaching, training, and development meetings/span/lilispan style="font-size: 10pt; color: windowtext; font-family: verdana, geneva, sans-serif;"Receive Risk Product State Licensing: Life, Accident, and Health/span/lilispan style="font-family: verdana, geneva, sans-serif; font-size: 10pt;"Build life skills that create future career opportunities/span/li/ulp /ppspan style="font-family: verdana, geneva, sans-serif; font-size: 10pt;"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 amp; 63 or CFPsup /sup. 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./span/ppspan style="font-family: verdana, geneva, sans-serif; font-size: 10pt; color: #ffffff;"#LI-Onsite/span/p /div /div /div h2 class="iCIMS_InfoMsg iCIMS_InfoField_Job" Qualifications /h2 div class="iCIMS_InfoMsg iCIMS_InfoMsg_Job" div class="iCIMS_Expandable_Container" div class="iCIMS_Expandable_Text" pspan style="font-size: 12pt; color: #2f5496;"Are you a fit for this internship?/span/pullispan style="font-size: 10pt;"Full-time student; juniors and seniors preferred/span/lilispan style="font-size: 10pt;"Entrepreneurial ambitions and curiosity for sales/span/lilispan style="font-size: 10pt;"Highly involved on campus (leader, athlete, campus orgs, student government, etc)/span/lilispan style="font-size: 10pt;"Excellent time-management skills/span/lilispan style="font-size: 10pt;"Interest in financial literacy and planning tools/span/lilispan style="font-size: 10pt;"Business savvy and desire to increase critical thinking abilities/span/li/ulpspan style="font-size: 12pt; color: #2f5496;"Compensation amp; Benefits/span/pul type="disc"lispan style="font-size: 10pt;"Performance-based earnings and revenue/span/lilispan style="font-size: 10pt;"Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)/span/lilispan style="font-size: 10pt;"Productivity Bonuses/span/lilispan style="font-size: 10pt;"Support for insurance licensing (life, health, DI, LTC)/span/lilispan style="font-size: 10pt;"Support for SIE, Series 6, Series 63 registrations (eligibility required)/span/li/ulpstrongspan style="font-size: 12pt; color: #2f5496;"About Us/span/strong/pp 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./pp /pp 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./pp /pp Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractorssup1/sup for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes./pp /pp 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./pp /ppstrongspan style="font-size: 12pt; color: #2f5496;"Why join Northwestern Mutual/span/strong/pul type="disc"lispan style="font-size: 10pt;"Fortune 500 company (2023)/span/lilispan style="font-size: 10pt;"Top 100 Internship Programs, Yello x WayUp (2022)/span/lilispan style="font-size: 10pt;"5.0+ million clients and growingsup2/sup/span/lilispan style="font-size: 10pt;"$257 billion retail investment client assets held or managed by Northwestern Mutualsup3/sup/span/lilispan style="font-size: 10pt;"Forbes' Best Employers for Diversity (2018-2021)/span/lilispan style="font-size: 10pt;"Unsurpassed financial strengthsup4/sup/span/lilispan style="font-size: 10pt;"Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)/span/li/ulp /ppspan style="font-size: 8pt;"sup1 /sup 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./span/ppspan style="font-size: 8pt;"sup2/sup As of June 30, 2023/span/ppspan style="font-size: 8pt;"sup3/sup Combined client assets of NMIS and NMWMC as of June 30, 2023/span/ppspan style="font-size: 8pt;"sup4 /sup 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 (Samp;P Global Ratings)/span/p /div /div /div h2 class="iCIMS_InfoMsg iCIMS_InfoField_Job" Salary Range /h2 div class="iCIMS_InfoMsg iCIMS_InfoMsg_Job" div class="iCIMS_Expandable_Container" div class="iCIMS_Expandable_Text" USD $500.00 - USD $1,000.00 /Yr. /div /div /div /div

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.