Finance Consultant Jobs in Evansville, IN

We are looking for Experienced Advisors to join our Team 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 Professionals · Prudential Employee Savings Plan (PESP) - 401(k) · Cash Balance Pension Plan · Medical, Dental, and Vision benefits · Robust compensation packages · Transition support · Practice Building programs · Access to Prudential clients To schedule a confidential meeting, reach out to Jeremy Sassanella at ******************************** ************ PAMR-244 Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify. Prudential, the Prudential logo, and the Rock symbol are service marks of Prudential Financial, Inc., and its related entities, registered in many jurisdictions worldwide.

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

. Job Opportunity: Senior Financial Accounting Manager - Join a Dynamic Team at Ten Adams! Are you a financial manager who thrives on structure yet craves an environment that fuels creativity and collaboration? Ten Adams is looking for an experienced, energetic Senior Financial Accounting Manager to join our team. In this influential role, you'll oversee our financial operations and work closely with the President and senior leaders to shape the future of our healthcare focused brand and marketing agency. THE ROLE As Senior Financial Accounting Manager, you will oversee the agency's financial, operational, and benefits functions with precision and agility. Your responsibilities will span financial reporting, analysis, payroll, and benefits management. This is a role where your analytical skills, proactive mindset, and financial expertise will directly support our promise to deliver agile business solutions for healthcare business growth. KEY RESPONSIBILITIES Financial Oversight: Record transactions, prepare financial reports, manage monthly closings, and maintain cash flow adequacy. Client Billing: Oversee billing and revenue recognition process and manage client receipts. Vendor Payments: Oversee AP process, ensuring all vendor invoices and payments are verified and accurate. Reporting: Prepare monthly balance sheets, P&L statements, and financial reports to inform strategic decisions. Payroll & Benefits Administration: Manage payroll and employee benefits, including health, dental, vision, disability, life insurance, and retirement plans. General Office Oversight: Guide the Accounting/Finance team and office administration, contributing to a cohesive workplace environment. IDEAL CANDIDATE We're looking for a seasoned (5+ years) Senior Financial Accounting Manager with a strong foundation in finance and accounting who is proficient with accounting software/platforms and is also passionate about being a trusted advisor and collaborator. Your ideal personality is: Analytical and Strategic: A detail-oriented thinker who can see the big picture. Adaptable and Curious: Open to new ideas, tools, and approaches to continuously optimize processes. Proactive and Engaging: Takes ownership, anticipates needs, and communicates clearly. Team-Oriented and Personable: You value relationships and thrive in an energetic, team-centered culture. WHAT IT'S LIKE TO WORK AT TEN ADAMS At Ten Adams, we turn healthcare business challenges into powerful brand experiences. We are a team of strategists and creatives driven by a simple foundation: Be Helpful and Do Great Work. Our workplace is flexible, collaborative, and supportive-where everyone is encouraged to innovate and grow. What we offer: Competitive salary with annual increases and bonus opportunities Flexible work options: in-office and hybrid Generous PTO, holidays, birthday, and volunteer time Health, dental, vision, life insurance, and a 401(k) with match Career development and growth opportunities in a vibrant, values-driven company culture If you're ready to take on a Senior Financial Accounting Manager role, building upon a proven, best in class agency internal system and where you'll be a key contributor to a team passionate about healthcare branding - we'd love to meet you!

Liberty FCU, a full-service credit union, is seeking a highly motivated and driven college candidate to be a Part-Time Financial Advising Marketing Intern to join our dynamic financial advising firm. This position offers a unique opportunity to gain hands-on experience in financial services, digital marketing, and client communications. The ideal candidate will possess a solid foundation in financial concepts, technical writing skills, and an understanding of digital marketing strategies. Knowledge of graphic design is also desirable. This internship will work approximately 17 hours per week. If you are eager to gain experience in both the financial and digital marketing sectors and have a passion for learning and growth, then please proceed by clicking apply. Duties and responsibilities include but are not limited to the following: Assist in drafting and editing documents, client communications, and marketing materials Contribute to the creation and optimization of digital marketing content across various platforms (website, social media, email campaigns) Support the development of marketing strategies to increase brand visibility and client engagement Collaborate with the marketing team to design and implement campaigns focused on attracting potential clients Help maintain and update the company website, ensuring content is accurate and up-to-date Assist in gathering and analyzing data related to client feedback and campaign performance Qualifications: Current college student pursuing a degree in Finance, Marketing, Communications, or a related field Completion of relevant coursework in finance, economics, or marketing is desirable Strong technical writing skills with the ability to communicate complex financial concepts clearly and concisely A solid understanding of digital marketing tactics, including SEO, social media marketing, and email campaigns Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) Basic knowledge of graphic design tools (Adobe Creative Suite, Canva, etc.) is a plus Strong attention to detail, organization, and ability to work both independently and as part of a team Excellent verbal and written communication skills Additional Information: This is a paid internship with flexible hours designed to fit within a student's schedule. The position offers valuable exposure to the financial advising industry and the opportunity to develop a wide range of professional skills. Liberty FCU is an Equal Opportunity Employer, Minority/Female/Disability/Protected Veteran.

Job Title: Financial Consultant Summary of Duties and Responsibilities: We are looking for a financial professional like you to provide outstanding customer service to clients in our Investments Division. As a Financial Consultant, you'll work with clients selling brokerage and advisory services, utilizing your deep knowledge of financial markets and the client needs to determine and recommend appropriate investment strategies and products to meet the clients' goals. What You'll Do: * Day in the Life - Every day you'll spend time face-to-face with clients, explaining and selling a broad range of investment products. Working with both new and existing clients, you'll be responsible for opening and maintaining client accounts. Daily duties will include processing of customer requests and initiating and confirming client orders. * You're Part of a Team - You are a member of the Investments team with a well-established customer base. You'll work closely with your fellow advisors, sales assistants, and management daily. You will also collaborate across business lines with the banking and wealth advisory teams to serve all of the client's financial needs. What it Takes: * FINRA registrations (Series 7 and 63/65, or 66 securities licenses, life and health insurance license) * Bachelor's degree in Business or Finance, or equivalent work experience * Ability to: communicate effectively (written and verbally), maintain confidentiality, work with speed and accuracy, grasp technical information quickly, and work independently and as a team member. * Proficiency in Microsoft Word and Excel Bonus Points: * Bilingual What we can offer you: * Medical, dental, vision, STD, LTD, Life insurance, etc. * 17 days paid time off, 11 paid holidays and bereavement leave * Educational Assistance Program * Wellness benefits * Life event coverage * Paid parental bonding leave * Service awards * Financial benefits including 401(k) match, stock purchase plan and more * National and local discounts on everything from computers and vacations to phones and retail shopping. * Logo wear discounts * Free checking account, checks and discounted bank services This position will be based in and service clients across the following locations: * 313 Frederica Street, Owensboro, KY 42301 * 1508 12th Street, Tell City, IN 47586 About Us: German American Bancorp and its family of financial services companies employ talented, compassionate people throughout the organization, truly making German American special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.

JOB DESCRIPTION: FINANCIAL ADVISOR DEPARTMENT: Financial Advisory Group CLASSIFICATION: Exempt REPORTS TO: Financial Advisory Group Manager SUPERVISES: No supervisory responsibility JOB SUMMARY: Satisfy client relationships and develop new business MAJOR DUTIES & RESPONSIBILITIES: * Act as a trusted advisor to, and advocate for, clients and prospects; provide integrated recommendations that encompass multiple products and services as needed. * Develop in-depth understanding of client's needs, preferences and overall wealth; be responsive to changes in the business environment or client needs. * Work with internal team to effectively coordinate delivery of an exceptional client experience. * Build and maintain relationships with prospects and existing clients. * Develop and leverage a personal network in the local community. EDUCATION & EXPERIENCE: * Bachelor's degree in finance or related field. * Two to five years of experience in investments preferred. KNOWLEDGE, SKILLS, AND ABILITIES: * Knowledge of investment securities. * Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills. EOE, including disability/vets

Atlas Van Lines is comprised of a family of companies that deliver transportation and related services globally through a network of quality agents and select service partners. Atlas is distinguished by agent ownership and a shared commitment to help people go new places more easily and more securely. Through a continuing emphasis on service excellence, the company has achieved extraordinary growth. Every day we help you go new places , with expertise in moving and logistics, bringing the world within reach. Join the Atlas Team! The Finance and Accounting Intern is responsible for assisting with financial record-keeping, budgeting, audits, and reporting while ensuring accuracy and compliance. This role also includes data analysis, administrative support, and opportunities for professional development. Key Responsibilities: Maintain and organize financial records by logging transactions, updating ledgers, and ensuring accuracy. Review financial statements, spot trends, and provide insights to support business decisions. Assist with audits by gathering documents, checking records for accuracy, and ensuring compliance with policies and regulations. Help with budgeting and forecasting by collecting data, entering figures into financial models, and analyzing budget differences. Prepare financial reports and presentations by creating charts, summarizing data, and ensuring clarity. Handle administrative tasks like filing, copying documents, and scheduling meetings. Take part in training sessions and seek mentorship to support learning and professional growth. Position Details: Employment Type: Internship, hourly Schedule: Full-time during the summer (Monday - Friday, 8:00 AM - 5:00 PM, 40 hours per week); flexible hours during the school year based on class schedule. Perks & Benefits: Paid internship! 401(k) retirement plan Holiday pay Access to an on-site fitness center Professional training and development opportunities Qualifications Preferred Qualifications: Currently pursuing or recently completed a degree in Accounting, Finance, Business, or a related field. Previous internship or coursework in finance or accounting is a plus but not required. Experience with Microsoft Excel and financial software is beneficial. Strong analytical and problem-solving skills. Attention to detail and accuracy in financial data entry and analysis. Ability to work independently and collaboratively in a team environment. Effective communication and organizational skills. Willingness to learn and adapt in a fast-paced setting.

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.

Financial Analyst Reports To: Controller MotoRad, a distinguished automotive industry leader specializing in cutting-edge technologies, seeks a dynamic Packaging Specialist to join our team. With a robust portfolio comprising over 4,600 exceptional products, we cater to global automotive OEMs, Tier-1 suppliers, Aftermarket distributors, and Mass Merchants all around the world with business locations in the United States, Mexico, Germany, and Israel. Job Summary: MotoRad is looking for a Financial Analyst to join its Finance team, focused on creating and maintaining pricing for US and Mexico customers. The Financial Analyst is responsible for the analysis, reporting and execution of pricing strategies in support of the company's financial goals and objectives. They will conduct ongoing pricing reviews and develop price sheets, customer quotations and profitability studies while implementing pricing integrity and accuracy across the entire product lifestyle. This role is responsible for leading the development of best-in-class pricing processes using benchmarking and implementing systems and solutions in support of our product and the company. Key Duties / Responsibilities: Manage total pricing procedures, processes and analysis to ensure timely response to market conditions Maintain price data and review for improvements and necessary changes Analyze and report out on market trends as well as conduct market research to inform decisions Partnership in the development of annual budget and long-term financial plans Analyze financial impact of pricing as well as profitability of customer while ensuring alignment of company pricing objectives Required Qualifications: Bachelor's degree in finance, accounting, or other business/analytics related fields Expert skills in Microsoft Excel Strong analytical skills, with the desire to catch small details and systematically problem solve Professional communication skills, with the ability to clearly articulate complex information in a concise manner in all mediums and in across multiple cultures Desire to independently assess, prioritize, and complete tasks Proven ability to execute under tight deadlines Preferred Qualifications: 1-3 years' experience in financial analysis related to the role Experience with Business Intelligence tools (Power BI, Qlik, Tableau, etc.) Experience writing queries in SQL Ability to communicate in Spanish Compensation & Benefits: 401k employer contribution matching Multiple insurance options including health, dental, vision, life, short-term disability, long-term disability, health savings with employer contributions, and more for employees and their families Compensation and grade will be set according to individual skill and experience Opportunities for advancement company-wide, especially within Pricing and FP&A

Job Details Owensboro, KYDescription The Utilization Review Support Specialist is responsible for assuring insurance coverage of clients for treatment, by obtaining pre-certification and authorizations for various levels of care from insurance companies (the payers). The pre-certification and authorizations of coverage are obtained by demonstrating medical necessity through the presentation of medical and clinical documentation meeting applicable criteria guidelines. Collaborate with programs and departments in coordinating the UR process. Essential Duties: Verifies insurance benefits and relays that information to appropriate parties. Participates in skill enhancement activities. Participants in treatment team meetings when necessary. Provides data and reports to UR supervisor as requested. Provides backup for the UR Specialist or other UR staff as needed. Fosters collaborative working relationships among members of the UR team, programs providing UR services for, and management teams. Other duties as assigned by UR Supervisor. Qualifications Education and Experience: High School/GED AND Two (2) years of experience working in mental health utilization review (or equivalent); or Bachelor's degree in human services related field (Psychology, Social Work, Sociology); or KY LPN/RN License Knowledge and Skills: Good knowledge of general office practices. Ability to deal effectively with the public. Strong organizational skills. Basic computer skills preferred.

Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a motivated, highly personable individual to join us in our firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. The Financial Planner is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Planner in our Career Development Program (“CDP”), your typical day may include: Developing relationships with clients (both existing and prospective) Gathering client information and using that information to build robust financial plans Helping clients prepare for their retirement Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus. YOU: Are a self-starter. Have an entrepreneurial mindset. Are a customer service champion. Are an engaging and compelling communicator and negotiator. Are a problem solver. Are a Life-long student seeking continued education and professional development. Are a critical thinker. Have prior sales experience and/or enjoy networking and seeking new clients. Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent. WE: Provide a framework to help you attain all licensing and education needed to progress through the career. Support your learning through joint work and a team environment. Provide competitive compensation and benefits that are unique in our industry. Provide a roadmap for your success with our experienced team of leaders. Learn more about this exciting opportunity. Call me at ************ or email ******************************** to schedule an informational interview! The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state's applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA's eligible dependents, and may be eligible for paid leave. Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify.

JOB DESCRIPTION: FINANCIAL PLANNER DEPARTMENT: Financial Advisory Group CLASSIFICATION: Exempt REPORTS TO: Senior Executive Vice President/ Sr Trust Officer/ Trust Dept Manager SUPERVISES: No supervisory responsibilities JOB SUMMARY: Work directly with clients and businesses to navigate their financial goals. MAJOR DUTIES & RESPONSIBILITIES: * Develop and recommend strategies that clients can use to achieve their financial goals and objectives, including specific recommendations in areas such as cash management, insurance coverage, and investment planning. * Manage, monitor and evaluate financial plans. * Conducts regular analyses of changing conditions in the financial landscape including strategies and legal background. * Collaborate with Advisors and Investment personnel to develop strategies in the best interests of the client. * Gather, organize and maintain client personal and financial wealth plan profile data. * Review planning deliverables with the client and maintain a comprehensive list of financial planning action items for follow up and resolution. * Meet with participants to answer any personal questions about the plan or possible other financial matters. * Development of new business relationships and management of an existing book of business. EDUCATION & EXPERIENCE: * Bachelor's degree in finance or related field. * Master's degree in business, finance or related area preferred. * CFP designation or similar preferred. * Four to eight years of experience in financial services. KNOWLEDGE, SKILLS, AND ABILITIES: * Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills. * Comprehensive knowledge of investments, securities market structure and portfolio management. EOE, including disability/vets

Job Title: Financial Consultant Summary of Duties and Responsibilities: We are looking for a financial professional like you to provide outstanding customer service to clients in our Investments Division. As a Financial Consultant, you'll work with clients selling brokerage and advisory services, utilizing your deep knowledge of financial markets and the client needs to determine and recommend appropriate investment strategies and products to meet the clients' goals. What You'll Do: * Day in the Life - Every day you'll spend time face-to-face with clients, explaining and selling a broad range of investment products. Working with both new and existing clients, you'll be responsible for opening and maintaining client accounts. Daily duties will include processing of customer requests and initiating and confirming client orders. * You're Part of a Team - You are a member of the Investments team with a well-established customer base. You'll work closely with your fellow advisors, sales assistants, and management daily. You will also collaborate across business lines with the banking and wealth advisory teams to serve all of the client's financial needs. What it Takes: * FINRA registrations (Series 7 and 63/65, or 66 securities licenses, life and health insurance license) * Bachelor's degree in Business or Finance, or equivalent work experience * Ability to: communicate effectively (written and verbally), maintain confidentiality, work with speed and accuracy, grasp technical information quickly, and work independently and as a team member. * Proficiency in Microsoft Word and Excel Bonus Points: * Bilingual What we can offer you: * Medical, dental, vision, STD, LTD, Life insurance, etc. * 17 days paid time off, 11 paid holidays and bereavement leave * Educational Assistance Program * Wellness benefits * Life event coverage * Paid parental bonding leave * Service awards * Financial benefits including 401(k) match, stock purchase plan and more * National and local discounts on everything from computers and vacations to phones and retail shopping. * Logo wear discounts * Free checking account, checks and discounted bank services This position will be based in and service clients across the following locations: * 313 Frederica Street, Owensboro, KY 42301 * 1508 12th Street, Tell City, IN 47586 About Us: German American Bancorp and its family of financial services companies employ talented, compassionate people throughout the organization, truly making German American special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.

Atlas Van Lines is comprised of a family of companies that deliver transportation and related services globally through a network of quality agents and select service partners. Atlas is distinguished by agent ownership and a shared commitment to help people go new places more easily and more securely. Through a continuing emphasis on service excellence, the company has achieved extraordinary growth. Every day we help you go new places , with expertise in moving and logistics, bringing the world within reach. Join the Atlas Team! The Finance and Accounting Intern is responsible for assisting with financial record-keeping, budgeting, audits, and reporting while ensuring accuracy and compliance. This role also includes data analysis, administrative support, and opportunities for professional development. Key Responsibilities: Maintain and organize financial records by logging transactions, updating ledgers, and ensuring accuracy. Review financial statements, spot trends, and provide insights to support business decisions. Assist with audits by gathering documents, checking records for accuracy, and ensuring compliance with policies and regulations. Help with budgeting and forecasting by collecting data, entering figures into financial models, and analyzing budget differences. Prepare financial reports and presentations by creating charts, summarizing data, and ensuring clarity. Handle administrative tasks like filing, copying documents, and scheduling meetings. Take part in training sessions and seek mentorship to support learning and professional growth. Position Details: Employment Type: Internship, hourly Schedule: Full-time during the summer (Monday - Friday, 8:00 AM - 5:00 PM, 40 hours per week); flexible hours during the school year based on class schedule. Perks & Benefits: Paid internship! 401(k) retirement plan Holiday pay Access to an on-site fitness center Professional training and development opportunities Qualifications Preferred Qualifications: Currently pursuing or recently completed a degree in Accounting, Finance, Business, or a related field. Previous internship or coursework in finance or accounting is a plus but not required. Experience with Microsoft Excel and financial software is beneficial. Strong analytical and problem-solving skills. Attention to detail and accuracy in financial data entry and analysis. Ability to work independently and collaboratively in a team environment. Effective communication and organizational skills. Willingness to learn and adapt in a fast-paced setting.

Indianapolis, Indiana;Lafayette, Indiana; Jasper, Indiana; Zionsville, Indiana; Terre Haute, Indiana; Bloomington, Indiana; Fort Wayne, Indiana; South Bend, Indiana **:** 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.

Financial Analyst Reports To: Controller MotoRad, a distinguished automotive industry leader specializing in cutting-edge technologies, seeks a dynamic Packaging Specialist to join our team. With a robust portfolio comprising over 4,600 exceptional products, we cater to global automotive OEMs, Tier-1 suppliers, Aftermarket distributors, and Mass Merchants all around the world with business locations in the United States, Mexico, Germany, and Israel. Job Summary: MotoRad is looking for a Financial Analyst to join its Finance team, focused on creating and maintaining pricing for US and Mexico customers. The Financial Analyst is responsible for the analysis, reporting and execution of pricing strategies in support of the company's financial goals and objectives. They will conduct ongoing pricing reviews and develop price sheets, customer quotations and profitability studies while implementing pricing integrity and accuracy across the entire product lifestyle. This role is responsible for leading the development of best-in-class pricing processes using benchmarking and implementing systems and solutions in support of our product and the company. Key Duties / Responsibilities: Manage total pricing procedures, processes and analysis to ensure timely response to market conditions Maintain price data and review for improvements and necessary changes Analyze and report out on market trends as well as conduct market research to inform decisions Partnership in the development of annual budget and long-term financial plans Analyze financial impact of pricing as well as profitability of customer while ensuring alignment of company pricing objectives Required Qualifications: Bachelor's degree in finance, accounting, or other business/analytics related fields Expert skills in Microsoft Excel Strong analytical skills, with the desire to catch small details and systematically problem solve Professional communication skills, with the ability to clearly articulate complex information in a concise manner in all mediums and in across multiple cultures Desire to independently assess, prioritize, and complete tasks Proven ability to execute under tight deadlines Preferred Qualifications: 1-3 years' experience in financial analysis related to the role Experience with Business Intelligence tools (Power BI, Qlik, Tableau, etc.) Experience writing queries in SQL Ability to communicate in Spanish Compensation & Benefits: 401k employer contribution matching Multiple insurance options including health, dental, vision, life, short-term disability, long-term disability, health savings with employer contributions, and more for employees and their families Compensation and grade will be set according to individual skill and experience Opportunities for advancement company-wide, especially within Pricing and FP&A

We are looking for Experienced Advisors to join our Team 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 Professionals · Prudential Employee Savings Plan (PESP) - 401(k) · Cash Balance Pension Plan · Medical, Dental, and Vision benefits · Robust compensation packages · Transition support · Practice Building programs · Access to Prudential clients To schedule a confidential meeting, reach out to Jeremy Sassanella at ******************************** ************ PAMR-244 Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify. Prudential, the Prudential logo, and the Rock symbol are service marks of Prudential Financial, Inc., and its related entities, registered in many jurisdictions worldwide.

Job Title: Financial Consultant Summary of Duties and Responsibilities: We are looking for a financial professional like you to provide outstanding customer service to clients in our Investments Division. As a Financial Consultant, you'll work with clients selling brokerage and advisory services, utilizing your deep knowledge of financial markets and the client needs to determine and recommend appropriate investment strategies and products to meet the clients' goals. What You'll Do: Day in the Life - Every day you'll spend time face-to-face with clients, explaining and selling a broad range of investment products. Working with both new and existing clients, you'll be responsible for opening and maintaining client accounts. Daily duties will include processing of customer requests and initiating and confirming client orders. You're Part of a Team - You are a member of the Investments team with a well-established customer base. You'll work closely with your fellow advisors, sales assistants, and management daily. You will also collaborate across business lines with the banking and wealth advisory teams to serve all of the client's financial needs. What it Takes: FINRA registrations (Series 7 and 63/65, or 66 securities licenses, life and health insurance license) Bachelor's degree in Business or Finance, or equivalent work experience Ability to: communicate effectively (written and verbally), maintain confidentiality, work with speed and accuracy, grasp technical information quickly, and work independently and as a team member. Proficiency in Microsoft Word and Excel Bonus Points: Bilingual What we can offer you: Medical, dental, vision, STD, LTD, Life insurance, etc. 17 days paid time off, 11 paid holidays and bereavement leave Educational Assistance Program Wellness benefits Life event coverage Paid parental bonding leave Service awards Financial benefits including 401(k) match, stock purchase plan and more National and local discounts on everything from computers and vacations to phones and retail shopping. Logo wear discounts Free checking account, checks and discounted bank services This position will be based in and service clients across the following locations: 313 Frederica Street, Owensboro, KY 42301 1508 12th Street, Tell City, IN 47586 About Us: German American Bancorp and its family of financial services companies employ talented, compassionate people throughout the organization, truly making German American special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.

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