Finance Consultant Jobs in Fort Wayne, IN

Applicants are required to hold a current 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) · 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.

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 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.

We are seeking an FP&A Analyst to join a manufacturing company located near Fort Wayne, Indiana. The ideal candidate will be a motivated professional who thrives in a fast-paced, dynamic environment, demonstrates strong organizational skills, and consistently meets tight deadlines. This role offers a competitive salary of up to $100,000 per year, along with an extensive benefits package. Key Responsibilities: Assist with the company's annual budgeting and monthly forecasting processes, including creating budget templates, coordinating deadlines, and managing input to ensure accuracy, completeness, and timely submission according to Group Budget schedules. Conduct P&L financial modeling within strict timelines, ensuring alignment with Group and KBI standards. Prepare monthly forecast reports for global leadership, incorporating local insights and highlighting any variances from projected trends and forecasts. Requirements: Bachelor's Degree Experience in the Defense or Manufacturing sectors 2+ years of post-qualification finance experience in Corporate Finance Analysis within the USA CPA certification (preferred) Advanced proficiency in Excel

About Us The DeHayes Group was founded in 1982 as a commercial property and casualty insurance agency with three employees. Organic growth, acquisitions and development of new product lines enabled The DeHayes Group to become the largest locally owned insurance agency in Northeast Indiana. We are pleased to offer commercial property and casualty, group benefits, personal lines, senior benefits, wellness and financial services. The DeHayes Group represents more than 40 insurance carriers, insures over 1,300 business and 1,800 households and is responsible for the health insurance needs of more than 19,000 lives. Our mission is exceeding expectations beyond insurance. The DeHayes Group proactively delivers the outstanding service and expertise that our clients have come to expect and appreciate for over 30 years. We do this by developing a deep relationship with our clients. This is what guides us to provide you with a tailored solution for your business and personal needs, whether it be property and casualty insurance, employee benefits, personal insurance or financial services. Claims Consultant Primary Role: The Claims Consultant will provide multi-peril claims advocacy and consulting services to clients. This position reports to the Claims Manager. Duties: Develop and maintain excellent rapport with agency staff, clients, and carrier representatives. Review insurance policies, reservation of rights, coverage denials and provide coverage analysis to Claims Manager. Claims investigation, evaluation, and settlement negotiations with adjusters. Proactively follow up with adjusters to ensure effective and efficient claims resolution. Provide claims status reports to Claims Manager, agency staff and clients. Coordinate and schedule claims reviews with clients (monthly, quarterly, semi-annual, annual, and/or as needed). Develop and format reports for claim reviews, presentations, loss trend analysis, WC Experience Modification Rating projections and other reports as needed. Perform other various claims related duties and projects as assigned by Claims Manager. Qualifications: Bachelor's degree preferred, but not required Active Indiana Property & Casualty License required Minimum of 5 years of insurance industry experience, including multiline claims handling, broker operations, agency management systems and claims management systems Proficiency in Microsoft Office Suite (Outlook, Word, Excel, and Teams) Ability to quickly resolve claims issues in a timely, courteous, and professional manner Excellent communication, organizational and customer service skills Detailed oriented with strong multi-tasking, analytical and problem-solving skills Ability to take initiative and work independently, but also work well in a team environment Strong interpersonal skills, must be able to handle frequent interruptions and stressful situations in a positive and productive manner Effective time management skills with ability to balance and prioritize daily responsibilities and project work to meet deadlines in a fast-paced environment Hours: Monday - Friday, 8:00am to 4:30pm (hours could vary occasionally) Office Location: 11118 Coldwater Road, Fort Wayne, IN 46845 (Hybrid Work Options Available) Benefits: Competitive Compensation Health Insurance Plans (PPO, HSA, Copay Options) Dental Insurance Vision Insurance Company Paid Disability Insurance Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance 401(k) with Safe Harbor Match Paid Time Off Paid Holidays No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.

Akkodis is seeking a Field Asset Analyst, for a contract job with a client in Warsaw, IN. This idea: candidate will be skilled in Excel and comfortable working through spreadsheets, using VLOOKUPs, Pivot Tables, and ideally some macros (though not required). The role involves heavy inventory tracking and planning-understanding what's in stock, what's needed, and what needs to be replaced Salary Range: $27.00/hour to $30.00/hour The salary may be negotiable based on experience, education, geographic location, and other factors. Field Asset Analyst job responsibilities include: · Strong communication skills to collaborate across teams · A proactive, problem-solving mindset in a high-pressure setting · SAP experience (a plus, but not required) · The ability to thrive in a hybrid work environment (Building 4) · Spanish proficiency (nice to have) · Orthopedic industry experience (beneficial but not essential) Desired Qualifications: · B.S. in Business Management, Information Management, Computer Science or related field · 0-3 years' experience with sales operations functions, systems management and/or inventory management/logistics · Understanding what's in stock, what's needed, and what needs to be replaced · Gathering a list of next-day surgical items, highlighting the urgency and criticality of this work. · Military personnel may find their skills and mindset align well with this environment. If you are interested in this role, then please click APPLY NOW. For other opportunities available at Akkodis, or any questions, feel free to contact me at ************************** Equal Opportunity Employer/Veterans/Disabled Benefits offerings include but are not limited to : Medical Dental Vision To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit ****************************************** The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: · The California Fair Chance Act · Los Angeles City Fair Chance Ordinance · Los Angeles County Fair Chance Ordinance for Employers · San Francisco Fair Chance Ordinance

Why Choose Meron Financial Agency? Are you a top performer but not being paid like one? Or maybe you are paid well but sacrificing time with your loved ones? At Meron Financial Agency, we believe you shouldn't have to choose between financial success and personal freedom. We're a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a client-centric approach, cutting-edge technology, and a supportive team environment, we offer the tools and opportunities you need to thrive. We are looking for passionate, driven individuals who want to make a meaningful impact on people's lives as financial consultants. Whether you're starting your career or looking for a new challenge, we provide the platform for you to succeed while enjoying work-life balance. If you're ready to step into a rewarding career, we'd love to have a conversation about how your skills can contribute to our team. Qualifications: Must reside in the US Must be a US citizen or legal/permanent resident Compensation Structure: Commission-Only with no ceiling to your earning potential Average agents earn $800 - $1,200 per policy starting out Part-time agents can earn $50,000+ in the first year Full-time agents have the potential to make $80,000 - $300,000+ in their first year Agency Owners can generate system-driven income of $200K - $500K+ annually Plus, with our streamlined lead generation system, there's NO COLD CALLING. You'll only be contacting individuals who have already requested information. What Makes Us Different: No Cold Calling - We Provide the Leads Agency Ownership Program Leadership Development Fully-Expense Paid Trips Work-Life Balance One-on-One Mentorship Cutting-Edge Technology Partnerships with 60+ A+ Rated Insurance Companies (Foresters, Mutual of Omaha, Transamerica, Americo, and more) Bonuses (Producer Bonus, Capital Bonus, and more) Passive Income Opportunities Relationships Matter - People Come First Ready for your next career move? Apply today to unlock your potential at Meron Financial Agency!

Are you looking for a career that will leverage your years of work experience, provide an opportunity for you to build a business you can call your own, and deepen your connection with the community? As a Financial Advisor, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future. At WestPoint Financial Group, you will be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results. Responsibilities • Prospecting for clients through networking and referrals • Developing and maintaining long-term relationships with clients • Providing financial solutions for clients through fact gathering and needs analysis • Expanding personal knowledge and skills through ongoing professional development and joint work with associates Qualifications • Strong interpersonal skills • Market development and networking abilities • Presentation and organization skills • Strong work ethic, self-motivated and goal-oriented • College degree or equivalent work experience required

????JOB SUMMARY AND PURPOSE The Personal Lines Advisor position is crucial to the day-to-day operations and long-term goals of the organization. From driving new client acquisitions, to servicing accounts, to retaining Personal insurance accounts, this positions responsibilities are equally varied and vital. A strong work ethic, ability to take on multiple responsibilities, and knowledge of agency procedures and standards are a must ESSENTIAL DUTIES: Sales Produces minimum of $25,000 premium per month; $300,000 premium annually * Develop and implement marketing strategy for new sales leads. * Network within appropriate industry groups that have been identified as prospecting targets * Update CRM database consistently and frequently with prospecting * Build and maintain a prospect pipeline that meets objectives laid out by sales manager * Establish meaningful relationships with the intention of earning their business * Actively solicit and process additional lines of coverages for all accounts. * Work to ensure retention goals are met Consulting and Advising Responsible for counseling and guiding the Client throughout the entire process. Is recognized as the main point of contact. * Desire to build meaningful relationships with Clients and prospective clients * Helps client evaluate the market by pulling quotes from carriers and negotiating directly when possible to get the best rates. * Evaluate, educate and advise on coverages and available plans. * Challenges assumptions in pushing Clients to consider difficult issues that are in their best interest. * Evaluates emerging opportunities and risks to identify and articulate defensible options and recommendations. * Ability to handle complex accounts Customer Relationship Management Builds relationships with the Client and advises Client on the most efficient and effective methods to meet short-term and long-term goals. * Act as liaison between Client and Insurance Companies/Partners to develop and maintain effective working relationships in order to independently resolve service problems. * Responds to Client needs in a timely, professional, helpful and courteous manner, regardless of Client attitude. * Strives to meet service standards in all circumstances. * Follows up with Clients to ensure that their needs have been met. * Maintain confidential information Insurance Industry Knowledge Demonstrates solid knowledge and ability of the industry, including competitive and customer trends, to strategically direct Clients and solve situations. * Proficient in the Personal Insurance marketplace (home, auto, life, umbrella, etc.); carriers, underwriting requirements and the coverages they offer * Continually develops industry knowledge by attending seminars, classes, conferences, etc. * Identifies current industry trends and explains industry trends to Clients * Understanding of contracts, carrier products, coverage forms and underwriting guidelines. Team Leadership Helps to build strong, highly-engaged, efficient teams. * Works with Account Manager and Personal Lines Manager efficiently, respectfully and effectively establishes priorities and timelines * Leads the Account Manager and gives directives for the best outcomes of Client renewals and service issues/questions. * Advocates and helps facilitate communication with Account Managers and Clients. * Addresses gaps in team expertise. * Follows Personal Lines Team workflows and procedures to ensure optimum efficiency among the team. * Delegates responsibility rather than taking charge or micro-managing when Account Managers have the capability. Supports Account Managers taking independent action. * Assists in the training of new team members joining the Personal Lines Department. ADDITIONAL DUTIES: * Attend meetings, seminars and programs to learn about new products and services, learn new skills and receive technical assistance in developing new customers. * Perform other duties as assigned. EDUCATION, CERTIFICATES, LICENSES, REGISTRATIONS and/or EXPERIENCE: * Prefer bachelors degree or at least an Associates degree or equivalent from two-year College or technical school. * High school diploma or equivalent is required * Prefer a minimum of one year of related industry experience and/or training. * Maintain a current Indiana Property & Casualty Insurance license. SKILLS: * Proficient in Microsoft Office Suite and Adobe Acrobat. * Ability to perform duties in a high-pressured, fast-paced environment * Must be highly organized and detailed with the ability to prioritize and remain flexible * Professional telephone skills and etiquette * Self-motivated and able to work both independently with limited supervision and within a team * Attention to detail * Excellent oral and written communication skills * Ability to respond to common inquiries or complaints from customers or carriers * Ability to prepare proposals for presentation and review * Ability to apply basic mathematical concepts such as percentages, addition, subtraction, multiplication and division * Ability to think independently and critically * Ability to define problems, collect data, establish facts, and draw valid conclusions * Ability to read, analyze, and interpret industry policies and contract documents. * Ability to effectively present information to Insureds and carriers. * Ability to write and prepare proposals for presentation and review STARTING COMPENSATION: Differs with experience. The above statements are intended to be a representative summary of the responsibilities performed by incumbents of this job. The incumbents may be requested to perform job-related tasks other than those stated in this description.

Job Details Dupont - Fort Wayne, IN Full Time FinanceJob Overview Fort Financial Credit Union fosters a positive culture that prioritizes the well-being and development of its employees. Being a community-focused organization, we believe that investing in employees not only enhances individual health and potential, but it also contributes to the overall success of our organization and community. Our mission as a credit union is to build financial relationships with our members and be their trusted financial advisors. As a Financial Advisor, you will assess financial needs and develop investment strategies and plans for our members. The preferred candidate will demonstrate strong interpersonal and communication skills, exceptional attention to detail, a commitment to accuracy, outstanding service, adaptability, and excellent time management abilities. This position is ideal for advisors seeking a role that eliminates the need for prospecting activities like cold calling, meeting strict contractual minimums, or being restricted to selling proprietary products. Job Type: Full-Time Location: Fort Wayne, IN Pay Structure: Base salary plus commission Travel: Minimum travel 1-2 days a week within a 50-mile radius of Fort Wayne Responsibilities: Maximize referral opportunities by identifying areas for improvement and providing tailored advice to enhance members' financial performance. Proactively promote and support financial plan creation and the managed money program as key strategies for gaining a comprehensive understanding of members' needs and delivering holistic financial solutions. Conduct annual meetings with each member to review the past year's performance, set goals for the upcoming year, and develop strategies to enhance their portfolio. Attend board meetings and report on assigned areas of responsibility as requested or assigned. Communicate goals and direction with the CEO and Board of Directors to have a clear understanding of rules, policies, procedures and expectations. Oversee and provide leadership to the Financial Advisor Assistant, ensuring they are effectively supported and aligned with the team's goals and objectives. Skills & Qualifications Required Skills: General experience and knowledge with computers and technological applications. Attention to detail, communication, analytical, time management, and organizational skills. Possess a strong financial acumen including insurance and investment knowledge with advanced skills in financial analysis. Ability to maintain confidentiality and act within members' best interests. Demonstrated ability to lead and manage the team effectively, fostering collaboration and driving performance toward shared goals. Ability to comply with all legal and regulatory requirements using ethical judgement and integrity. Qualifications: Required Experience: 2-10 years of investment management and/or financial planning experience and some management experience. Preferred Experience: 1-3 years of management experience. Required Certifications & Licenses: FINRA Series 7 and 63/65 (or 66) securities licenses. Life and health insurance license. Preferred Education: Bachelor's Degree Benefits: Education/Scholarship Assistance Training/Career Development Programs PTO & 13 Paid Holidays Pension & 401k Retirement Plans Health/Dental/Vision Insurance Plans Flex Spending Account & Health Reimbursement Arrangement Employer Paid Life & Voluntary Life Insurance Employer Paid Short-Term & Long-Term Disability Accident, Critical Illness, & Hospital Confinement Plans

Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Investments, you will be based in Bluffton Central, IN. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Investments advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC's referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors' success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Investments, we are passionate about our values and helping our advisors build their future.Job Description Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate. Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently. Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed. Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity. Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsClient Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship ManagementCompetenciesCoaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling.Work ExperienceRoles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s) LicensesFINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (**************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Through its relationship with CUSO Financial Services, LP (CFS) Via Credit Union is seeking a Financial Advisor to join their team in the Marion, IN area. Are you interested in helping people accomplish their retirement goals and making a positive impact? Do you enjoy educating others? The Licensed Financial Advisor provides expertise on products and services to members and non-members regarding planning for retirement and investment services. Services include an analysis of current financial picture, assisting with the establishment of financial goals, and the development of a strategy designed to achieve those goals. Via Credit Union provides services within 12 counties of members *, therefore, the Advisor will travel to meet with members in the membership counties. * Field of membership counties: Blackford, Delaware, Grant, Hamilton, Howard, Huntington, Kosciusko, Madison, Miami, Tipton, Wabash, and Wells Reasonable Accommodations Statement: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Essential Functions: * Connect with members and prospective clients via telephone calls and in person. * Analyze data collected from members in order to develop a financial plan that meets the member's specific needs. * Conduct annual reviews with each client. * Develop, submit to Credit Union Service Organization for approval, and present education seminars/workshops on topics of interest to members. * Assist in the development of a marketing plan for products and services offered through Credit Union Service Organization (CUSO). * Become familiar with all products and services offered through the credit union and cross-sell as the opportunity arises. * Records all sales, transactions, and pertinent conversations are documented. * Keep prospectus and sales literature stocked and current. * Compile monthly activity and sales reports for Via Credit Union as well as quarterly and annual production reports. * Maintain member files. * Oversee signature guarantee program and maintain logs. * Maintain Investment Department website. * Ensure the Investment Department is in compliance with FINRA. * Maintain advertising and complaint files as required by the FINRA. * Be prepared for compliance audits by the state or Credit Union Service Organization and correct any deficiencies. * Complete continuing education to maintain licenses. * Compile production and marketing projections, in December, and develop an Investment Department budget for the next year. * Promote and exemplify Via CU' s commitment to members through great service. * Interface with other departments as needed. * Build strong relationships with all members, staff, and prospective members. * Keep key employees informed and educated so they can promote the products and services the Investment Department has to offer. Position Requirements and Qualifications: Education: High School Diploma or equivalent required; bachelor's degree preferred Experience: * 2 or more years of sales experience in the financial services industry, preferably in a bank or credit union. * Technical knowledge about various insurance and investment vehicles with regards to tax implications * Knowledge of Social Security, Medicare, and Medicaid Computer Skills: * Word and Excel * Computer literate Certifications & Licenses: * FINRA Series 7, 63/65 (or 66) securities licenses (or better) * Life and Health Insurance licenses * License in long term care and P & C preferred * Clean U-4 and Background * Certified Financial Planner (CFP) designation preferred * Valid driver's license, must be insurable Expectations: * Demonstrate and consistently model the Via CU brand based on the mission, vision, and values. * Demonstrate honesty and integrity and be seen as credible in the workplace. * Accept responsibility and be accountable for your actions. * Demonstrate ability to take care of the members' needs while following company procedures, maintain confidentiality, demonstrating the ability to handle sensitive matters. * Demonstrate and model strong interpersonal skills, maintain a positive and respective attitude. * The ability to formulate sound decisions using the available information. * Act as a role model within and outside of the department. * Adhere to company policies and procedures, maintaining confidentiality, and demonstrating the ability to handle sensitive matters. * Excellent organizational skills and initiative to improve processes. * Communicate regularly with department head about issues. * Demonstrate flexible and efficient time management, ability to work independently and prioritize work and complete within given deadlines. Physical Demands: N (Not Applicable) Activity is not applicable to this position. O (Occasionally) Position requires this activity up to 33% of the time (0 - 2.5+ hrs./day) F (Frequently) Position requires this activity from 33% - 66% of the time (2.5 - 5.5+ hrs./day) C (Constantly) Position requires this activity more than 66% of the time (5.5+ hrs./day) Occasionally: Reach above Shoulder, Squat or Kneel, Lift/Carry over 20 -100 lbs. Frequently: Reach Outward, Bend, Lift/Carry and/or Push/Pull 11-20 lbs. Constantly: Sit, Stand, Walk, Manually Manipulate, Visual Accuity, Talk, Hear/Listen, Lift/Carry 10 lbs. or less, Push/Pull 12 lbs. or less Not Applicable: Crawl, Climb Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be in a fast paced, stressful environment. Some outside environmental conditions, especially while traveling to meetings, training, or meeting with members. The noise level in the work environment is usually moderate. EOE Representatives are employed by Via Credit Union and registered through CUSO Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker/dealer and Registered Investment Advisor with a stable track record of serving the investment needs of credit unions and their members. To learn more about CFS, please visit **************** CFS (Member FINRA/SIPC) is a broker-dealer and Registered Investment Advisor with a stable track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to help get you there. We are led by visionary financial services leaders who see farther. Ranked as one of the top broker-dealers in the industry, we work with many of the top financial institutions throughout the country.

City of Fort Wayne Sr. Financial Analyst Apply Online Return to Postings Job Code: 2025167 Posted On: Friday, 7th March 2025 Category: Regular Full Time Department: Financial Services Group Shift: 8:00 am to 5:00 pm, may vary depending on need. Location: Fort Wayne, IN 200 E. Berry Street Pay Rate: $29.2716 - $38.46 per hour : SUMMARY Working under the direction of the City Utilities Manager of Financial Operations, the Senior Financial Analyst plays a key role in analyzing billing processes, revenue tracking, and financial reporting to ensure accuracy, efficiency, and compliance with entity policies, state, local and industry regulations. This role involves working closely with finance, accounting, and customer support teams to resolve billing discrepancies, optimize revenue collection, and provide insights to improve financial performance. The Senior Financial Analyst teams with other performance management leaders to provide financial support for improvement efforts and for new systems set up and implementation. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Financial Analysis & Reporting: * Analyze revenue trends, billing data, and customer payment behaviors to identify risks and opportunities. * Prepare reports and presentations on all Utilities revenue and billing trends for internal stakeholders and regulatory agencies. * Prepare monthly statistical reports, and generate monthly, quarterly, and annual revenue reports for senior management, providing insights into revenue growth, declines, and key financial drivers. * Collaborate with finance and accounting teams to ensure revenue is properly recognized in accordance with Generally Accepted Accounting Principles (GAAP). * Conduct in-depth statistical analyses to identify revenue fluctuations, seasonality effects, and patterns that may impact financial performance. * Develop key performance indicators (KPIs) to assess the effectiveness of billing operations, revenue collection efficiency, and customer payment trends. * Utilize data visualization tools such as Power BI, Tableau, or Excel to present revenue statistics in an easily digestible format for stakeholders. * Ensure consistency exists in the billing system set-up for transactions that have financial impact. * Assist in mapping and interface setup between billing system and financial system. * Prepare aging reports and provide insights into collection performance, highlighting areas for improvement. Compliance & Audit Support: * Ensure revenue reporting aligns with state, local and industry regulations, and internal policies. * Assist in internal and external audits by providing necessary revenue data, documentation, and reconciliations. * Conduct regular audits of customer invoices to ensure accuracy, consistency, and compliance with company policies and contractual agreements. * Review billing system data for errors, discrepancies, and inconsistencies, taking corrective actions to maintain integrity in financial records. * Collaborate with internal teams, such as customer support, to validate that customer accounts are billed correctly based on contract terms and usage. * Ensure that Utility billing policies and rate structures comply with local, state, and federal regulations. * Monitor accounts receivable and track outstanding balances to ensure timely collection of payments. * Collaborate with finance teams to ensure timely revenue recognition and proper allocation of funds for utility operations. MARGINAL FUNCTIONS * Reconcile certain balance sheet accounts and prepares monthly entries for certain accounts receivable and/or customer deposits payable. * Extract data and prepare various ad-hoc reports. * Prepare year-end audit reporting for bad debt expenses, accounts receivable, accrued revenue, unbilled revenue, deposits, and credit balances. * Asist in analysis and special projects as required. * Handle garbage fee process and prepares the monthly reconciliation for used for payments to Solid Waste. * Participate in weekly payment voucher review for compliance. PERFORMANCE EXPECTATIONS The Senior Financial Analyst is responsible to manage their performance in accordance with this and the performance expectations provided to them by management. If at any time the Senior Financial Analyst is unsure of their role or specific responsibilities, it is the Senior Financial Analyst's responsibility to refer to their job description and ask for clarification from their supervisor. Management will work with the Senior Financial Analyst, as needed, to ensure performance expectations are clearly communicated and performance goals are achieved. SUPERVISORY RESPONSIBILITIES This position has no supervisory responsibilities. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE * Bachelor's degree in Accounting, Finance, Business Administration, or closely related field with major course work in accounting. Minimum of two (2) years of experience in billing, revenue analysis, or financial operations. * Proficiency in Microsoft Suite products, Crystal Reports, Power BI and database analysis. OTHER KNOWLEDGE, SKILLS and/or ABILITIES * Specialized knowledge of commonly used accounting principles and methodologies including accounts payable, accounts receivable, fixed assets and the general ledger. * Computer literacy. * Communication skills conducive to maintaining optimum working relationships. * Organizational skills detail-oriented to accurate data classification, recording and tracking. * Communicates effectively both orally and in writing. LANGUAGE SKILLS Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. MATHEMATICAL SKILLS Ability to apply advanced mathematical concepts such as exponents, logarithms, quadratic equations, and permutations. Ability to apply mathematical operations to such tasks as frequency distribution, determination of test reliability and validity, analysis of variance, correlation techniques, sampling theory, and factor analysis. REASONING ABILITY The Senior Financial Analyst's work is generally accepted but not always clearly applicable. Judgment is needed in selecting the most pertinent guidelines in adapting standard procedures to fit facts and conditions. The complexity of assigned work is broad in scope and of substantial intricacy involving many variables requiring individual treatment in performing a wide variety of complicated duties. Quality task performance requires accuracy, careful attention to detail, imagination, out of the box thinking, and research skills to keep abreast of constantly changing developments in the continuous quality improvement domain. The Senior Financial Analyst is responsible for autonomously performing all assigned duties and technical tasks with substantial contribution involving non-routine decisions and recommendations based on City Utilities Financial Services Department's policies. Specifications prepared within this position's parameters are used to maintain financial continuity. The purpose and desired results are indicated and anticipated unusual problems will be discussed with supervisor at the discretion of the employee. CERTIFICATES, LICENSES, REGISTRATIONS Valid Indiana Driver's License if City vehicle is used. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit. use hands to finger, handle, or feel. reach with hands and arms. and talk or hear. The employee is occasionally required to stand. walk. climb or balance. stoop, kneel, and crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision, peripheral vision, and ability to adjust focus. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is occasionally exposed to wet and/or humid conditions, moving mechanical parts, outside weather conditions, and risk of electrical shock. The noise level in the work environment is usually moderate. Apply Online All applications for currently posted positions will be submitted on line at ************************ Applicants must be 18 years of age or older. Reasonable accommodations for persons with a known disabling condition will be considered in accordance with State and Federal Law. (Those individuals who accept employment with the City and live outside one of the six contiguous Indiana counties that border Allen County (DeKalb, Whitley, Noble, Huntington, Wells, and Adams) will have six (6) months from their start date to become residents of either Allen County or one of the six counties listed above. Policy and Procedure Number 204 Page: 1 of 1). Equal Opportunity Employer All qualified applicants will receive consideration for employment without regards to age, race, color, religion, sex, disability, veteran's status, national origin, or sexual orientation. Reasonable accommodations for persons with a known disabling condition will be considered in accordance with State and Federal Law.

Meet MedPro Group. We're an industry-leading Berkshire Hathaway insurance company with a passion for our clients and our team. We are hundreds of professionals with varied backgrounds and experience levels who came together to achieve one goal: protecting those who have made it their mission to serve and care for others. Never considered the insurance industry before? We think you should. In this role, you will… * Assist with managing daily communications with various internal and external commissions stakeholders. * Complete various monthly and quarterly commission reports. * Collaborate with Accounts Payable and Licensing team to effectively manage commission vendor records. * Perform monthly Broker of Record (BOR) maintenance audits within various company systems. * Help build and maintain quarterly commission metrics reporting. * Provide support in maintaining the accuracy of commission data within the commission database. * Learn and improve skills within Microsoft Office. * Assist on other expense projects as needed. * Actively participate in MedPro Group's company programs and initiatives. We are looking for candidates with… * At least 1 year completed of Bachelor's Degree in Accounting, Finance or a related field. * Good verbal and written communication skills. * Self-motivation and ability to meet expectations while working independently and on teams. * Multi-tasking skills in a fast-paced environment. * Organization, analytical, process/controls, and problem-solving skills. * Ability to learn and improve technical skills in MS Office Suite software such as Excel and PowerPoint. * Ability to effectively manage assignments. * Year-round availability: 15-20 hours/week during the school year and 40 hours/week during the summer. * Authorization to work in the United States without requiring visa sponsorship, both now and in the future. Why MedPro? MedPro Group's mission is built on a century-old legacy of protecting those who protect others. From our roots in our hometown of Fort Wayne, Indiana, we've worked diligently to become the nation's premier healthcare liability coverage provider, currently insuring more than 300,000 customers. With that growth, we've built a significant presence in all 50 states. Our team works across the country to provide the best strategies to mitigate risk and preserve the reputations of those who have entrusted their good name to us. That passion - built on a foundation of a culture that values uncompromised integrity, obsessive client focus, great teamwork, and a long-term mindset - make MedPro a preferred employer that many call their career home. General: MedPro Group is an Equal Opportunity Employer. #LI-AB1

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

Description & Requirements Maximus is currently looking for a detail-oriented Financial Analyst to support project financial reporting, cost analysis, and invoicing processes. This role involves ensuring accurate financial data submission, monitoring variances from forecasts, and assisting with corporate reporting requirements. The ideal candidate will have strong analytical skills and a keen eye for accuracy in financial tracking and vendor invoice reviews. Why Maximus? - • Professional Development Opportunities- Participate in training programs, workshops, and conferences. - • Maximus Wellness Program and Resources - Access a range of wellness programs and resources tailored to your needs. - • Employee Perks and Discounts - Additional benefits and discounts exclusively for employees. - • Tuition Reimbursement - Invest in your ongoing education and development. - • Recognition Platform - Acknowledge and appreciate outstanding employee contributions. - • Holistic Wellness Support - Access resources for physical, emotional, and financial wellness through our Employee Assistance Program (EAP). - • Paid Time Off Package - Enjoy PTO, Holidays, and sick leave, along with Short- and Long-Term Disability coverage. - • Future Planning - Prepare for retirement with our 401K Retirement Savings plan and Company Matching. - • Comprehensive Insurance Coverage - Choose from various plans, including Medical, Dental, Vision, Prescription, and partially funded HSA. Additionally, enjoy Life insurance benefits and discounts on Auto, Home, Renter's, and Pet insurance. - • Competitive Compensation - Quarterly bonuses based on performance included! Essential Duties and Responsibilities: - Produce accurate project financial reporting results for submission to corporate finance and project management. - Prepare labor and ODCs (Other Direct Charges) for client invoicing and cost reporting; ensure all costs on the invoice are accurate, appropriately supported and reconcile to the accounting system. - Assist program control staff with ad hoc financial and cost analysis as requested by program management and corporate finance. - Provide analytical support to program contract staff preparing corporate required reporting of accounts receivable and billed and unbilled reconciliations. - Track financial status by monitoring variances from forecasts and investigate unusual variances for accuracy. - Monitor fulfillment expenses closely against forecast assumptions. - Review incoming vendor invoices for accuracy, provide appropriate codes and monitor payment status. Minimum Requirements - Bachelor's degree in related field required. - 3-5 years of related experience required. - Contracting experience preferred - Knowledge of a managing financial dashboard required - This is a remote position that will have occasional travel. - Experience with creating and presenting client facing reports required - Bachelor's degree required in one of the following fields: Accounting, Finance, Business Administration or Mathematics, or a minimum of 5 years of relevant experience EEO Statement Active military service members, their spouses, and veteran candidates often embody the core competencies Maximus deems essential, and bring a resiliency and dependability that greatly enhances our workforce. We recognize your unique skills and experiences, and want to provide you with a career path that allows you to continue making a difference for our country. We're proud of our connections to organizations dedicated to serving veterans and their families. If you are transitioning from military to civilian life, have prior service, are a retired veteran or a member of the National Guard or Reserves, or a spouse of an active military service member, we have challenging and rewarding career opportunities available for you. A committed and diverse workforce is our most important resource. Maximus is an Affirmative Action/Equal Opportunity Employer. Maximus provides equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status or disabled status. Pay Transparency Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. Annual salary is just one component of Maximus's total compensation package. Other rewards may include short- and long-term incentives as well as program-specific awards. Additionally, Maximus provides a variety of benefits to employees, including health insurance coverage, life and disability insurance, a retirement savings plan, paid holidays and paid time off. Compensation ranges may differ based on contract value but will be commensurate with job duties and relevant work experience. An applicant's salary history will not be used in determining compensation. Maximus will comply with regulatory minimum wage rates and exempt salary thresholds in all instances. Minimum Salary $ 63,000.00 Maximum Salary $ 65,000.00

Full-time Description Goodwill Industries of Northeast Indiana, Inc. is looking for our next Chief Financial Officer (CFO) & VP of Finance! Goodwill Industries of Northeast Indiana, Inc. is a 501 (c) 3 nonprofit organization that creates opportunities for people to achieve economic stability and to build strong communities by offering job training, employment services and other community-based programs for people who have disabilities, lack education or job experience or face other employment challenges. Goodwill provides services to a 10-county area in Northeast Indiana. Founded in Boston, MA in 1902 by Reverend Edgar J Helms, Goodwill has been providing opportunities for men and women across the United States and around the world ever since. The Fort Wayne Goodwill can trace its roots back to 1936 when Reverend Helms proposed a federation of Goodwill Industries across northern Indiana. Today, we continue to flourish as we serve a 10-county area in Northeast Indiana. Our mission is to empower and prepare people for independence through training, personal growth and work. We support our mission through the eco-friendly collection and sale of donated goods. National watchdog groups and publications consistently give us high ratings for our prudent and innovative use of funds. Every job in our organization contributes to our vocational training and employment programs. In order to hire and retain employees who believe in our mission, we offer competitive wages and benefits, great work schedules that allows for work-life balance, the satisfaction of serving the community and a positive work environment. Our CFO & VP of Finance is responsible for the financial health and compliance of our organization. This would include working with the CEO and Executive Team on budgeting, financial planning, accounting, reporting, compliance and making financial decisions in the best interest of our organization. This position requires in-person work at our corporate office located in Fort Wayne, IN. ESSENTIAL FUNCTIONS Prepares, analyzes and provides input on monthly financial reports, annual reports and other reports as deemed necessary by the President or Board of Directors Supervises processing of accounts receivable, accounts payable and invoices accurately and according to established guidelines. Maintains accurate filing system for all accounting activities. Supervises reconciliation of departmental petty cash funds. Supervises processing of bi-weekly payroll. Develops and maintains computer procedures for the accounting department. Maintains a complete accrual, double entry computerized accounting system. Maintains records of all contracts. Participates in reviewing bids for insurance and other contracts to ensure Goodwill's financial interest is protected. Maintains accounting records according to retention schedule. Reconciles bank statements monthly. Assists with preparation, monitoring and analysis of departmental and total agency budgets. Recommends adjustments to the computer system to ensure financial reporting needs are current and reflect up-to-date reporting requirements. Files annual reports and surveys as required. Prepares for annual audit, including preparation of work papers and making documents available as requested. Serves as back-up to General Accountant. Makes deposits/transfers at bank and credit union. Serves as Plan Trustee for 401(k) Retirement Plan. Evaluates job performance of supervised employees. Follows all safety rules and practices. Performs all other duties as may be assigned by the President in the process of carrying out the mission of Goodwill Industries. NON-ESSENTIAL FUNCTIONS Orders and maintains adequate supplies. ATTENDANCE As an exempt employee Goodwill depends on you to be at work as needed. JOB PERFORMANCE Reviewed upon initial hire at 30, 60 and 90 days, and annually thereafter, by the President/CEO SUPERVISORY RESPONSIBILITIES Supervises General Accountant EDUCATION Bachelor's degree in accounting or related field, or equivalent experience. EXPERIENCE Experience with spreadsheet and word processing programs, including automated general ledger, sub-ledgers, Microsoft products, Paylocity and Sage Intacct. Experience with annual audit procedures. KNOWLEDGE/SKILLS/COMPETENCIES Ability to organize and follow through on responsibilities with limited supervision, Ability to delegate responsibility. Ability to work in an efficient and organized manner. Excellent written communication, verbal communication, and interpersonal skills. Ability to meet deadlines. Ability to work within the team concept CREDENTIALS/LICENSES/SCREENING REQUIREMENTS Subject to background check. Fully comply with Goodwill policy regarding values and ethical behavior with special emphasis on the Code of Ethics. Must provide proof of insurance for personal vehicle at approved levels (100/300.000 liability; 50,000 property damage.) Subject to random alcohol and drug testing as specified in the Drug Free Workplace Program. COMMUNITY INTERACTION Contact with co-workers, Board of Directors, vendors, customers, donors EQUIPMENT Computer Calculator Telephone Fax Copier/Scanner COMPLEXITY Work that requires judgment, details, and ability to problem solve. Employee will make major decisions that could affect the entire agency. CONFIDENTIALITY Confidential information involved. WORKING CONDITIONS Physical Activities: Substantial: vision, talking, grasping, hearing, repetitive motions Considerable: reaching Moderate: walking Occasional: standing, lifting Nominal: pushing, pulling Other Activities: The time spent traveling on agency business is minimal. Physical Requirements: Sedentary work: Sitting; some standing, walking and carrying; no routine lifting over 10 pounds Environmental Conditions: The worker is subject to indoor environmental conditions. CODE OF ETHICS All employees are responsible for being knowledgeable about Goodwill's code of ethics and respective policies and procedures, and for conducting themselves accordingly. Ethical conduct is expected at all times in all matters, whether or not a particular issue is specifically addressed in agency policies or procedures. Employees are expected to bring any questions about whether or not a specific situation presents a potential conflict with this policy to the attention of their manager. EEO CLAUSE It is the Agency's policy to afford equal opportunity to all regardless of disability, race, color, creed, religion, national origin, sex, age, veteran status, or any other class protected by law, and to provide a work environment free of bias based on such categories. Any and all employment decisions will be administered in a non-discriminatory manner. SAFETY STANDARDS All employees are responsible for adhering to all published safety policies as well as the implementation of specific standards that may be assigned. Employees are expected to report unsafe conditions and unsafe acts. Supervisors are responsible for safety issues in assigned areas - ensure that all employees are informed and adhere to all safety policies/issues, use proper reporting mechanisms for dealing with safety hazards or incidents, and personally adhere to safety rules. HARASSMENT All employees are responsible for avoiding offensive or inappropriate behavior at work and are responsible for assuring the workplace is free from any type of harassment at all times. Employees are expected to be familiar with and follow all published procedures, including reporting incidences and cooperating with investigations. Goodwill Industries of Northeast Indiana, Inc. is an equal opportunity employer. Salary Description $65k - $75K commensurate with experience

About the Role We are looking for an individual with proven behavioral economics (BE) experience in the corporate or public sectors, strong client facing capabilities and commercial mindset to support our delivery of In Force Solutions and Core Growth Services to Life & Health (L&H) insurers in the Americas. This is a client facing role which will be supported by Swiss Re's global BE community. As part of this role you will be expected to: * Work with insurers to deploy behaviorally informed solutions to improve business and customer outcomes. * Collaborate with cross-functional teams working together to meet challenging business targets for delivering professionalized services to Swiss Re' existing and new corporate clients. * Apply your BE knowledge to insurance specific behavioral pain points. Provide BE theory-informed expertise to insurers, designing, implementing, and tracking live field trials on insurers' communications with their customers including websites, scripts, letters and application forms. * Embed BE within product design, wellness programs, data platforms and digital journeys. * Independently build and manage a pipeline of client collaborations. Pitch, initiate and execute field trials project managing through to completion. * Create strong collaborative relationships with internal stakeholders and colleagues to deliver the best possible service to the clients. Bring insights gained from BE experts in other regions to the Americas. * Prepare and present BE materials in client meetings and at industry events, establishing a presence amongst the Americas L&H insurance community. You will be a key thought partner and challenger for the development of Swiss Re's offerings for our reinsurance clients. Success in this role will be demonstrated through successful field trials which lead to improved insurance outcomes which create financial value for both Swiss Re, our clients and their policyholders About the Team In L&H we place great emphasis not only on what we do but how we do it. We are a diverse team and L&H community, with a fast-growing business and high expectations. This is an exciting opportunity to support a key part of our strategy by growing our solutions offering alongside reinsurance services within the Americas market. About You You are a dynamic, outcome driven individual with a can-do attitude with a real passion for making a difference. You can drive projects to completion, monitoring risks and identifying appropriate mitigation actions where necessary. You are not only familiar with, but excel at, working within a matrix structure, partnering with both local and global teams to draw out the best of both. You will work in close partnership with our Global BE team to deliver a 'one team' approach, while gaining familiarity with our regional solutions. You can work independently and make decisions in the face of complexity, conflicting pressures, and ambiguous circumstances. You are: * A commercially minded creative thinker, with proven ability to be able to translate ideas and data into practical, monetizable solutions and ideas * Self-motivated, proactive and client focused * A strong collaborator with excellent social skills (communication, persuasiveness, team orientation) Job Requirements: Experience: * Graduate or post-graduate qualification involving behavioral science (BA/BSc in Behavioral science, Economics, Psychology) and hands-on knowledge and experience designing, implementing, and evaluating behavioral field trials in a non-academic setting. * Professional experience (1-5 years) in client-facing roles in a commercial setting. * Excellent communication (written and presentation), analytical and teamwork skills. * Experience project managing research or other commercial projects, including prioritizing and time management of multiple tasks. * Experience in one of the following areas is highly desirable: design thinking; graphic or UX design; building tech-based applications of behavioral science * Confidence working with leading national and international experts both in academic and insurance settings. * Happy to travel, mostly within North America About Swiss Re Swiss Re is one of the world's leading providers of reinsurance, insurance and other forms of insurance-based risk transfer, working to make the world more resilient. We anticipate and manage a wide variety of risks, from natural catastrophes and climate change to cybercrime. Combining experience with creative thinking and cutting-edge expertise, we create new opportunities and solutions for our clients. This is possible thanks to the collaboration of more than 14,000 employees across the world. Our success depends on our ability to build an inclusive culture encouraging fresh perspectives and innovative thinking. We embrace a workplace where everyone has equal opportunities to thrive and develop professionally regardless of their age, gender, race, ethnicity, gender identity and/or expression, sexual orientation, physical or mental ability, skillset, thought or other characteristics. In our inclusive and flexible environment everyone can bring their authentic selves to work and their passion for sustainability. If you are an experienced professional returning to the workforce after a career break, we encourage you to apply for open positions that match your skills and experience. Swiss Re is an equal opportunity employer. It is our practice to recruit, hire and promote without regard to race, religion, color, national origin, sex, disability, age, pregnancy, sexual orientations, marital status, military status, or any other characteristic protected by law. Decisions on employment are solely based on an individual's qualifications for the position being filled. During the recruitment process, reasonable accommodations for disabilities are available upon request. If contacted for an interview, please inform the Recruiter/HR Professional of the accommodation needed. Keywords: Reference Code: 132515 Nearest Major Market: Fort Wayne Job Segment: HR, Human Resources, Research

This role combines temporary assignments with a flexible schedule for individuals that are passionate about introducing their city to newcomers! It is an opportunity to provide one-on-one guidance through a mixture of both in-person support as well as virtual. JOIN OUR TEAM AND MAKE A DIFFERENCE! Are you a detail-oriented individual who is passionate about your community? Are you customer service minded and enjoy helping others? Are you skilled in researching, planning and organizing projects/events? Are you interested in a professional opportunity that allows you flexibility and autonomy? If you enthusiastically answered yes to all the above, then a Destination Service Consultant (DSC) opportunity with Dwellworks is a match for you! This is an assignment-based opportunity. You will be engaged as an independent contractor. Contract assignments can range depending on the specific program selected for the individuals relocating. Our Destination Services Consultants provide local support and expertise to employees and their families who are being relocated. The DSC provides an array of services for the individuals being relocated such as: Performing area orientations Helping to secure housing Identifying schools for enrollment Opening bank accounts Securing a Social Security Number Obtaining a driver's license Qualifications Expert knowledge of city and surrounding areas, including local schools Possession of a valid driver's license, as the consultants are expected to drive clients in the area in their personal vehicle Proficient in basic computer applications A flexible schedule that would accommodate an ad hoc working style Skills Excellent verbal and written communication Ability to research efficiently Effective at problem-solving Skilled in time-management Please note that this opportunity does not pair well with full-time employment due to the ever-changing program needs. WANT TO LEARN MORE *******************************