Junior Financial Advisor
Finance Consultant Job 29 miles from Indiana
Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered.
The Junior 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 Junior Financial Advisor assesses the customer's investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives.
Job Responsibilities
The Junior 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 Junior 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.
Financial Advisor
Finance Consultant Job 22 miles from Indiana
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 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 valued partners, 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. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch 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.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (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 them 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.
¹ For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
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.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
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.
#LI-USFATA
CSB Corporate Analyst - OPSCT
Finance Consultant Job 24 miles from Indiana
If you are a current employee, click here to apply
Work with IT and HR end-users to assist in the understanding of systems and interprets business needs to apply technology for solving and supporting business requirements. This person will be part of a team responsible for defining, developing, testing, analyzing and maintaining the HR systems and future modules. This includes writing, testing, analyzing and supporting PeopleSoft and would also include the research, design, documentation, and modification of software specifications throughout the production life cycle. This person will take an active role in project management tasks.
ESSENTIAL FUNCTIONS: (other duties may be assigned)
Information Analysis - Serves as the HRIS systems/process expert for the respective area of HR. Effectively communicates with end-users to understand requirements. Researches, recommends and implements process improvements to better utilize HR systems and/or enhance existing business processes.
Documentation - Document changes to the application or processing method; specification statements that include impact analysis; test plans; written customer acceptance to the testing that should include use cases; security impact of the request to include access levels, security measures that were included, and how security was tested in the test plan.
Development / Implementation - Maintains and supports HR systems based on operation and regulatory requirements through the review, testing and implementation of upgrades, enhancements, business requests and patches. Responsible for all system configurations. Supports application development and standardization.
Testing Acceptance - Ensure that all unit, system, regression and acceptance testing has been successfully completed and approved in a development / test environment prior to releasing any updates to QA / production.
Customer Support - Support problem resolution for functional area. Always be willing to help a customer find the appropriate procedure or resource, even if the issue is not your direct responsibility.
Projects - Assist and participate in projects as assigned by the HR Systems & Process Manager. Assist with the coordination of resources, schedules and communication for the project as needed.
REQUIREMENTS:
(Equivalent combinations of education, licenses, certifications and/or experience may be considered)
Education
4 year degree in MIS or related field
Experience
5 years of relevant experience
Licenses/Certifications
None required
ABOUT SHEETZ
About Sheetz: Sheetz, Inc. is a fast-growing, family-owned, food/convenience company that has been in business since 1952. Sheetz has numerous locations in Pennsylvania, Ohio, Virginia, West Virginia, Maryland and North Carolina where they have ranked Best Places to Work in those states participating in that program.
Our mission at Sheetz has been to meet the needs of customers on the go. Of course, things have changed over those 60+ years. Life is faster and busier, and customers expect us to be there when they need us most. One thing that hasn't changed is our commitment to our customers, our employees and the communities in which we operate. Sheetz donates hundreds of thousands of dollars every year to the charities it holds dear.
Home Equity Analyst
Finance Consultant Job In Indiana, PA
Members Achieve More isn't just a tagline for us, it's part of everything we do! We're looking for passionate individuals to join our team to help us maintain that focus every day. Want to work somewhere that's remained strong for 90 years, that encourages you to learn, grow, and pursue your dreams? If yes, then read on...
Assist members and process loan applications to ensure a smooth, timely loan process from application through funding with a focus on Home Equity products.
Schedule: Monday - Friday 9:00am - 5:00pm
This position will be a hybrid model of both in person and remote with the minimum onsite expectation of 20%, or as needed.
In this position, you will
* Process and analyze Home Equity lending products.
* Demonstrate effective phone skills and handle incoming phone calls to include product inquiries, application status' and taking applications by phone.
* Processes, denies, and approves loan applications, using analysis and interpretation of facts and understanding of federal and state regulations and credit union policy, product guidelines, underwriting standards and procedures. Refers applications to management as required for 2nd level reviews. Process reconsiderations of loan denials/decisions/suspensions.
* Monitor and process various loan pipelines including new applications, incomplete applications, and approved applications. Make outbound follow up calls as needed.
* Communicate with members, outside vendors, and resources (e.g., appraisers, counties, deed report provider, flood provider, etc.) and financial institutions to acquire information necessary to complete loan processing.
* Identify and act upon opportunities to cross-sell PSECU products to membership. Conduct out-bound calls to cross-sell products and services as needed.
* Other duties as assigned.
Qualifications: Required & Prefer
GED, High School
Reasonable accommodation may be made to enable a qualified individual with a disability or disabilities to perform the essential duties and responsibilities of the job.
Physical Demands and Sensory Abilities:
Repetitive movement of hands and fingers (e.g. typing, writing).
Lifting and carrying containers weighing as much as 20-30 pounds (e.g. to/from building and vehicle to a storage area).
Sitting for long periods of time (e.g. at a desk, in meetings).
Ability to reach above, at, and below the waist.
Ability to reach above, at, and below shoulder level.
Occasional bending, kneeling, stooping and/or squatting.
Visual acuity.
Auditory acuity.
#LIHybrid
LI-Hybrid
Financial Consultant
Finance Consultant Job 39 miles from Indiana
**About this role:** Wells Fargo is seeking a Financial Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com (********************************************* .
**In this role, you will:**
+ Work with the Financial Advisor in providing clients with financial advice consistent with clients goals and risk tolerance.
+ Meet with clients to collect financial information
+ Assess investment profile and evaluate clients financial needs.
+ Advise clients regarding advantages and disadvantages of different financial products and determines which financial products are suitable for client needs and financial circumstances.
+ Work to increase and retain existing client assets and meet potential new clients.
+ May be delegated selected responsibilities by the Financial Advisor.
+ This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
**Required Qualifications:**
+ 2+ years of Investment Advice experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
+ US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 66 (or 63 and 65) examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
+ US only: Designated insurance exams
**Desired Qualifications:**
+ Full service brokerage experience
+ Financial advisement or planning experience
+ Client relationship management experience
+ Knowledge and understanding of Salesforce, Smart Station or contact management system
+ Financial services sales experience
+ High level of initiative and accountability
+ Experience developing and cultivating professional relationships
+ Good verbal, written, and interpersonal communication skills
+ Solid organizational, multi-tasking, and prioritizing skills
**Job Expectations:**
+ Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
+ US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required
+ Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
This position is not eligible for Visa sponsorship.
**Posting Location:**
1606 Carmody Ct Ste 401
SEWICKLEY, PA 15143-8551
**Posting End Date:**
24 Mar 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Diversity**
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-443426
Financial Advisor Trainee- Monroeville, PA
Finance Consultant Job 36 miles from Indiana
Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success.
In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team.
**Essential Duties and Responsibilities:**
Become trained and skilled to effectively and efficiently perform the Financial Advisor role:
- If hired as a team candidate, the team will provide the specific goals and expectations.
- Meets production targets that impact overall company revenue goals.
- Develops a book of business consistent with AMP program goals for assets under management and required production.
- Provides a high level of client service.
- Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital.
- Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty.
- Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches.
- Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences.
- Seeks expertise of internal resources to identify investment opportunities and solutions for clients.
- Opens, transfers, and closes customer accounts.
- Maintains appropriate account records while monitoring the customer's portfolio.
- Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments.
- Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions.
- Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards.
- Stays abreast of investment products, industry rules and regulations, and financial planning.
- Performs other duties and responsibilities as assigned.
**Qualifications - External**
**Knowledge, Skills, and Abilities:**
**Knowledge of:**
- Economic and accounting principles and practices.
- Financial markets, banking, and financial data analysis and reporting.
- Basic principles and methods for showing, promoting, and selling products or services.
- Firm's working structure, policies, mission, strategies, and compliance guidelines.
**Skill in:**
- Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases.
- Identifying the needs of customers through effective questioning and listening techniques.
**Ability to:**
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice.
- Continuously learn investment products, industry rules and regulations, and financial planning.
- Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
- Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions.
- Establish and maintain effective working relationships with clients and colleagues.
- Persevere, handle rejection and show resilience during the prospecting and networking process.
- Network in the community and effectively market him or herself and Raymond James.
- Demonstrate persistence in the face of obstacles.
- Accept criticism and deal calmly and effectively in high stress situations.
**Educational/Previous Experience Requirements:**
- Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environments.
~or~
- An equivalent combination of experience, education, and/or training as approved by Human Resources.
**Licenses/Certifications:**
- SIE required provided that an exemption or grandfathering cannot be applied.
- Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program.
- Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program.
**Education**
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance
**Work Experience**
General Experience - 13 months to 3 years
**Certifications**
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
**Travel**
Less than 25%
**Workstyle**
Resident
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
\#LI-AC1
Financial Advisor
Finance Consultant Job 36 miles from Indiana
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
Senior Program Financial Analyst
Finance Consultant Job 24 miles from Indiana
**Job ID: 111848** The Leonardo DRS Naval Electronics business provides leading naval computing infrastructure, network and data distribution and middleware enterprise services, as well as world-class manufacturing and support capabilities.
This position will provide senior-level support for the financial and program analysis management functions of the Leonardo DRS Naval Electronics' group.
Schedule/Work Location - Monday through Thursday from 7:30am - 5pm, and every other Friday from 7:30am - 4pm, with 2-3 days per week being worked on site in either our Display, Processing, and Networking Center of Excellence located in Johnstown, PA, or our Sensors and Weapons Center of Excellence located in Largo, FL.
**Job Responsibilities**
+ Ensure soundness of analysis, good business judgment, compliance with policies and procedures, adequacy of results and that all costs and reasonable fees have been provided for
+ Obtain agreement on previously determined goals and objectives through negotiation, persuasion and advocacy
+ Establish, develop and maintain effective business relationships with internal and external customers
+ Support negotiations with the government, industry prime contractors and foreign customers
+ Conduct difficult analytical studies, monitor trends and be able to accurately interpret the results
+ Support of government compliance and audit activities
+ Understand standards of conduct to include: conflicts of interests; improper practices; liability and fraud
+ Understand contract design and structure to include: FFP; CPIF; CPFF; CPAF; BOA; IDIQ; Foreign Military Sale (FMS); and International Direct Commercial Sale (DCS), and, competitive and sole source procurements
+ Strong grasp of generally accepted accounting principles and an in-depth working knowledge of the cost accounting standards (CAS) and IFRS
+ Participate in acquisition planning strategies including: the definition of contract requirements and risks, and, market research
+ Support proposal preparations including: bid/no-bid requirements; cost estimating; pricing; RFP review; risk mitigation; and negotiation
+ Understand source selection evaluation process to include cost and price analysis, discussions, debriefings and protest
+ Program and finance: Basis of Estimate (BOE) preparation; budget preparation, reporting and management; cost & variance analysis; Earned Value Management Systems (EVMS); estimate at completion (EAC); cash management/working capital; forecasting; contractual reporting (CDRL, EVM, cost and pricing, C/SSR); risk management; return on investment (ROI); audit preparation and management; and program review preparation
+ Maximize IT utilization through electronic commerce and ERP/Oracle implementation
+ Provide claims and litigation support involving ASBCA and USCFC
+ General business operations knowledge to include: management principles; business development; HR; operations; finance; accounting; economics; and information technology
**Qualifications**
+ Bachelor's degree in business, finance, accounting or related field and at least seven years of progressive experience in a government-manufacturing environment.
+ MA, MS and/or professional certification is highly desirable.
+ In-depth knowledge of the FAR, DFAR, CAS, and SOX
+ Contract compliance knowledge
+ Developing leadership skills
+ Understand financial analysis principles and have financial analysis skills
+ Ability to mentor junior staff members
+ Working knowledge of IR&D/B&P/direct sell and allowable vs. unallowable cost
+ Strong computer skills (MS Office Suite, MS Project, Visio, Deltek/CostPoint, Pro Pricer)
\#NEL #LI-AS1
_Taking care of our people is a top priority at Leonardo DRS. We are proud to offer competitive salaries and comprehensive benefits, including medical, dental, and vision coverage, a company contribution to a health savings account, telemedicine, life and disability insurance, legal insurance, and a 401(k) savings plan. We champion wellness programs that focus on physical, emotional, and financial well-being. We develop our talent by offering programs and activities to support career-growth, professional development, and skill enhancement. And we understand there is more to life than work, and the importance of offering flexible work schedules with our 9/80 program, competitive vacation, health/emergency leave, paid parental leave, and community service hours._
_*Some employees are eligible for limited benefits only_
_Leonardo DRS, Inc. and its subsidiaries provide equal opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, protected veteran status, or any other characteristic protected by federal, state, or local laws._
Financial Analyst
Finance Consultant Job 20 miles from Indiana
Our client in the financial industry is seeking a Financial Analyst to join their team. As a Financial Analyst, you will be part of the Finance department supporting ongoing business operations in the areas of financial forecasting, financial reporting, cost, and profitability analysis. The ideal candidate will have strong analytical skills, attention to detail, and experience with SAP PA module.
**Job Title:** Financial Analyst
**Location:** Philadelphia, PA
**Pay Range:** $85,000 - $95,000
**What's the Job?**
+ Provide technical and analytical support to ongoing business operations in the areas of financial forecasting, financial reporting, cost, and profitability analysis.
+ Serve as the power user (in conjunction with the FP&A Manager) for the SAP PA module.
+ Assist with the development and maintenance of financial models and reports.
+ Collaborate with cross-functional teams to identify and implement process improvements.
+ Prepare ad-hoc analysis and reports as needed.
**What's Needed?**
+ Bachelor's degree in Finance, Accounting, or related field.
+ 3+ years of experience in financial analysis or related field.
+ Strong analytical skills and attention to detail.
+ Experience with SAP PA module.
+ Excellent communication and interpersonal skills.
**What's in it for me?**
+ Competitive salary and benefits package. 85-95K annually
+ Opportunity to work with a dynamic and collaborative team.
+ Professional development and growth opportunities.
+ Work-life balance and flexible schedule.
+ Opportunity to make a meaningful impact on the organization.
If this is a role that interests you and you'd like to learn more, click apply now and a recruiter will be in touch with you to discuss this great opportunity. We look forward to speaking with you!
**About ManpowerGroup, Parent Company of: Manpower, Experis, Talent Solutions, and Jefferson Wells**
_ManpowerGroup (NYSE: MAN), the leading global workforce solutions company, helps organizations transform in a fast-changing world of work by sourcing, assessing, developing, and managing the talent that enables them to win. We develop innovative solutions for hundreds of thousands of organizations every year, providing them with skilled talent while finding meaningful, sustainable employment for millions of people across a wide range of industries and skills. Our expert family of brands -_ **_Manpower, Experis, Talent Solutions, and Jefferson Wells_** _-_ creates substantial value for candidates and clients across more than 75 countries and territories and has done so for over 70 years. We are recognized consistently for our diversity - as a best place to work for Women, Inclusion, Equality and Disability and in 2023 ManpowerGroup was named one of the World's Most Ethical Companies for the 14th year - all confirming our position as the brand of choice for in-demand talent.
ManpowerGroup is committed to providing equal employment opportunities in a professional, high quality work environment. It is the policy of ManpowerGroup and all of its subsidiaries to recruit, train, promote, transfer, pay and take all employment actions without regard to an employee's race, color, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, religion, age, disability, protected veteran status, or any other basis protected by applicable law.
Accounting / Financial Analyst
Finance Consultant Job 30 miles from Indiana
As a Financial Analyst, you will play a crucial role in supporting the growth and success of our company. Reporting to the Director, Finance, you will have an opportunity to collaborate with C-level leadership and cross-functional teams to drive financial planning and analysis initiatives. This is an exciting opportunity to contribute to the strategic decision-making process and be an integral part of the company's growth that is reshaping the way people view healthcare today.
Responsibilities:
Conduct in-depth analysis of financial data, including budget vs. actuals for various departments, to identify trends, variances, and opportunities for improvement.
Develop and maintain financial models in spreadsheets to forecast future expenses and revenue streams, ensuring accuracy and alignment with business goals.
Extract and manipulate data from our internal systems to support financial modeling and ad-hoc analysis requests.
Partner with cross-functional teams (Sales, Operations, Revenue Cycle) to understand their financial needs and provide insights to optimize performance.
Prepare insightful reports and presentations to communicate complex financial data to both technical and non-technical audiences.
Support the development and implementation of strategies to achieve financial objectives.
Participate in monthly financial activities and presentations to management.
Maintain a strong understanding of Generally Accepted Accounting Principles (GAAP) and best practices in financial analysis.
Requirements
Qualifications:
Bachelor's degree in finance, Accounting, or a related field.
Minimum 2 years of experience in financial analysis.
Strong analytical skills with the ability to identify patterns, interpret data, and draw meaningful conclusions.
Proficient in Microsoft Excel, including advanced functions, pivot tables, and financial modeling techniques.
Working knowledge of SQL for data extraction and manipulation.
Excellent communication (written and verbal) and presentation skills with the ability to tailor content for different audiences.
Ability to work independently and manage multiple projects simultaneously while meeting deadlines.
Senior Financial Analyst
Finance Consultant Job 36 miles from Indiana
Essential Utilities, Inc. delivers safe, clean, reliable services that improve quality of life for individuals, families, and entire communities. Operating as the Aqua (water and wastewater services) and the Peoples and Delta (natural gas) brands, Essential serves approximately 5.5 million people across 10 states. We are committed to sustainable growth, operational excellence, a superior customer experience, and premier employer status - including a competitive and comprehensive benefits package as well as a commitment to career growth opportunities.
We are advocates for the communities we serve and are dedicated stewards of natural lands, protecting more than 7,600 acres of forests and other habitats throughout our footprint.
Our company is one of the most significant publicly traded water, wastewater service and natural gas providers in the U.S.
The Senior Financial Analyst Implements the development, maintenance, and consolidation of budgets, variance analysis, forecast, business plans, goals, investment/project analysis and strategic planning processes.
Job Duties
* Prepare financial budget/forecast (including IS, CF, BS schedules).
* Budget labor and benefit costs and forecast how those impact costing rates (capitalization, overhead and surcharge rates) and other measures of workforce productivity.
* Prepare the monthly budget review reports and analysis for management (reports, variance analysis, gathering forecast information).
* Collaborate with the business areas to develop and monitor business operating metrics (APIP/Scorecard, etc.)
* Complete analyses and prepares presentations in support of results to management and investment decisions.
* Prepare investment analysis in support of project development, revenue growth/M&A opportunities, special studies, and benchmarking analysis.
* Lead departments on O&M & Capital Budget Development, strategic planning and business plan development.
* Develop and maintain project management, material, bin stock, and other overhead surcharges.
* Lead competitor, industry trends, and economic trend analysis in support of strategic planning efforts.
* Support the development & monitoring of corporate strategy; perform financial and scenario analyses of strategic alternatives.
* Develop and lead the financial modeling and evaluation of growth projects; cash flow, balance sheet and labor analysis.
Knowledge, Skills and Abilities:
* Expert in financial planning and analysis (financial balance sheet, cash flow, tax/accounting implications of business decisions, project/ M&A analysis) with an attention to detail.
* Problem solving and data management skills needed to ensure solid data architecture and validity of data and reasonableness of conclusions reached.
* Excellent computer skills including proficiency in SAP or any large ERP system, Excel and PowerPoint.
* Strong interpersonal, leadership, and organization skills.
* Excellent communication skills (written, verbal, listening, and public speaking including the ability to develop and conduct effective presentations to the executive management).
Qualifications:
* Minimum 5 years' experience in financial management and budgeting.
* Bachelor's degree in business, economics, finance, mathematics, accounting, or related field.
* Master's in business, economics, finance, accounting, or related field preferred
* Demonstrated related experience may be substituted for preferred experience.
Essential Utilities, Inc., is an Equal Opportunity/Affirmative Action employer. Equal employment opportunity is provided to all employees and applicants for employment without regard to the following legally protected characteristics: race, color, religion, sex, national origin, age, pregnancy (including childbirth and related medical conditions, including medical conditions related to lactation), physical or mental disability, covered-veteran status, genetic information (including testing and characteristics), sexual orientation, gender identity or expression or any other characteristic protected by applicable local, state or federal law.
Essential Utilities is committed to providing reasonable accommodation to individuals with disabilities. If you have a condition that may prevent you from applying for a job online or need to request an accommodation during the interview process, please call (***************.
To maintain the integrity of the recruitment process and to avoid real or perceived conflicts of interest due to employment and/or assignment of family members and personal referrals, specific guidelines apply to the hiring and assignment of these individuals including, but not limited to:
* Family members cannot result in a supervisor/subordinate reporting relationship
* Family members cannot work in the same department.
Personal Banking Advisor (Float) - $500 Signing Bonus
Finance Consultant Job 41 miles from Indiana
Reliance Bank is currently seeking candidates to join our team in the role of Full-Time Personal Banking Advisor (PBA) based in Altoona, PA. This is a "Floating" position, meaning that it may be assigned to support any of our Blair County branches based on business needs. Successfully-hired candidates will receive a $500 signing bonus.
A valid U.S. driver's license and willingness/ability to travel between branch locations is required. This position is paid for travel time and is eligible for mileage reimbursement.
This is an excellent opportunity for individuals seeking to gain experience in the banking industry. Our Personal Banking Advisors each complete a comprehensive hands-on training program to orient them to all aspects of banking and provide them with the knowledge to be successful in their roles. Prior banking experience is not required.
About this position:
The Personal Banking Advisor is the first and primary point of contact for customers visiting the branch, either via lobby, phone or drive-through. They will warmly greet and engage customers to determine their banking needs. In the majority of cases, the PBA will work with the customer to complete their banking transactions from start to finish, ensuring a smooth and enjoyable banking experience.
Primary responsibilities of this position include:
Warmly greets and actively engages customers in the lobby or via the phone
Provides excellent customer service in alignment with Reliance Bank standards. This includes the prompt acknowledgement of customers; maintaining a friendly and courteous disposition, and ensuring that that customers are satisfied with all transaction requests.
Performs branch operational tasks on a daily, monthly, and/or quarterly basis.
Facilitates Personal unsecured lending from application to closing. Reviews all appropriate loan documents for loan closings and/or adverse action; reviews said action with customers.
Accurately and efficiently completes the documentation and performs processing on all types of new accounts (business and personal); e.g., deposits, unsecured loans, etc.
Maintains a thorough knowledge of the features and benefits of personal bank products and services.
Increases customer awareness of the technology available to them through our products and services.
Recognizes potential opportunities for new business from both present and prospective customers; maintains and develops ongoing relationships with present customers in order to enhance cross-selling activities.
Ideal candidates should possess exceptional interpersonal skills; a solution-driven mentality; a passion for exemplary service; strong written and verbal communication skills; proficient computer skills; ability to learn and effectively operate various computer software programs; strong time management and organizational skills; ability to bend, sit, reach, walk up and down steps and stand for extended periods of time; ability to lift and/or carry items approximately (50) lbs. or less; visual and auditory skills.
Required Education/Experience: A High School Diploma or equivalent is required; a minimum of two (2) years' experience in a customer-service based position preferred.
We are proud to offer our team members a comprehensive benefits package, 401(k) retirement savings program, Paid Time Off, Paid Holidays, annual bonus program, advancement opportunities, and a welcoming work environment.
Reliance Bank is an Equal Opportunity/Affirmative Action Employer including Veterans
Finance Director
Finance Consultant Job 31 miles from Indiana
Drive Your Career Forward
Jim Shorkey Auto Group, a respected leader in the automotive industry, is seeking a seasoned Auto Finance Director to join our dynamic teams in Murrysville, Pa.
Responsibilities:
Masterfully guide customers through the finance process, building trust and closing deals
Structure competitive and profitable finance packages that exceed customer expectations
Cultivate and maintain strong relationships with lenders to secure optimal financing options
Ensure accurate and timely completion of all financial paperwork and documentation
Oversee finance department operations, including staffing, training, and performance management
Achieve and surpass sales and profit goals
What We Offer:
Competitive compensation package with performance-based incentives
Comprehensive benefits package including medical, dental, and vision
Opportunities for career advancement within a growing automotive group
Supportive and collaborative work environment
Company events & outings
Plus, so much more!
If you are a driven and results-oriented Auto Finance Director ready to take your career to the next level, we invite you to join our winning team.
Requirements
Must have at least 2+ years experience in a dealership finance role.
Dealership experience is absolutely required.
Proven track record as a high-performing Auto Finance Manager in the automotive industry
In-depth knowledge of finance products, lending options, and industry regulations
Exceptional negotiation, closing, and customer service skills
Strong leadership and team management abilities
Proficiency in dealership management software and financial systems
Behavioral Consultant ABA
Finance Consultant Job In Indiana, PA
at Clarvida - Pennsylvania
Clarvida's success is built on the strength of our people: individuals who bring the right skills and a deep commitment to our mission of improving lives and communities. Our employees are empowered to bring their full potential to the table, ensuring long-term success for our team and those we serve.About Your Role: As a Behavioral Consultant, you will perform a variety of direct care and supervisory duties, including perform client assessments, observe the client to identify target behaviors. Collaborating with clients (ages 2-21), their families, and other service providers, you will develop the Individualized Treatment Plan (ITP) focused on identifying and highlighting child, family, educational, social, and recreational strengths as well as opportunities for improvement through continued development and review of preference assessments, reinforcement, and other rehabilitative strategies and activities prescribed by a licensed psychologist or psychiatrist and in alignment with the ITP. Perks of this role:
Competitive pay
Does the following apply to you?
Master's degree
Licensed in this Commonwealth in one of the following:
Psychiatrist
Psychologist
Professional Counselor (LPC)
Marriage and Family Therapist (LMFT)
Certified Registered Nurse Practitioner with a mental health certification (CRNP)
Clinical Social Worker (LCSW)
Social Worker (LSW)
Behavior Specialist (LBS)
Or professional with a scope of practice that includes overseeing the provision of ABA services
and at least one (1) of the following:
BCaBA Certification or other Bachelors level certification; OR
Minimum of one (1) year full-time experience providing ABA services and a minimum of twelve (12) credits in ABA; OR
Minimum of one (1) year of full time experience providing ABA services under the supervision of a professional with a certification as a BCBA or other Masters level certification in BA and a minimum of 40 hours of training related to ABA; OR
PA License as a Psychologist and have a minimum of one (1) year full time experience providing ABA services and a minimum of 40 hours training related to ABA
What we offer:
Full Time Employees:
Paid vacation days that increase with tenure
Separate sick leave that rolls over each year
up to 10 Paid holidays*
Medical, Dental, Vision benefit plan options
DailyPay- Access to your daily earnings without waiting for payday*
Training, Development and Continuing Education Credits for licensure requirements
All Employees:
401K
Free licensure supervision
Pet Insurance
Employee Assistance program
Perks @ Clarvida - national discounts on shopping, travel, Verizon, and entertainment
Mileage reimbursement
Cellphone stipend
If you're #readytowork we are #readytohire!
*benefit option varies by State/County
Not the job you're looking for? Clarvida has a variety of positions in various locations; please go to ******************************************** To Learn More About Us: Clarvida @ **************************************************
Clarvida is an equal opportunity employer with a commitment to diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity, disability, veteran status or any other protected characteristic.
We encourage job seekers to be vigilant against fraudulent recruitment activities that are on the rise across the healthcare industry. Communication about legitimate Clarvida job opportunities will only come from an authorized Clarvida.com email address or a personal LinkedIn account that is associated with a Clarvida.com email address. Clarvida recruiters will never charge application fees, conduct interviews via chat rooms, or extend job offers without a thorough recruitment process.
Behavior Consultant
Finance Consultant Job 25 miles from Indiana
We are looking for a Behavior Consultant to join our Team! This is a full-time, salaried position.
Our Behavior Consultant will be responsible for providing clinical direction of services to a child, youth or young adult; development and revision of the Functional Behavioral Assessment and Individualized Treatment Plan; oversight of the implementation of the Individualized Treatment Plan and consultation with a child's, youth's or young adult's treatment team regarding the Individualized Treatment Plan.
Responsibilities:
1. Development and Revision of Functional Behavioral Assessment and Individualized Treatment Plans
2. Oversight of the Implementation of the Individualized Treatment Plan by Behavioral Health Technician staff
3. Documentation of client's response to treatment
a) document client's response to his/her treatment
b) completed notes in an accurate and timely manner
c) communicate with parents regarding the client's progress in treatment
4. Complete all assigned trainings by the due date to stay current with all practices and guidelines
a) complete at least 16 hours of Department-approved training annually that is related to the individual's specific job functions and is in accordance with the individual training plan
5. Attend weekly individual and group supervisions as directed
a) One hour of face-to-face supervision per month
b) One additional hour of face-to-face supervision per month if supervising a BHT.
c) Thirty minutes of direct observation of services being provided every 6 months
6. Conduct weekly/monthly supervision of staff providing Behavioral Health Technician services as directed
7. Maintain regular communication with clients, families, school personnel and treatment teams through home visits, school visits, and community interactions in the implementation of IBH services
Qualifications and Requirements:
A valid Behavior Specialist License in the Commonwealth of Pennsylvania
A graduate degree from a college or university accredited by an agency
A Minimum of one (1) year of experience working in the mental health field with children, preferably in the behavioral field
A strong understanding of evidence-based interventions and best practices in behavioral health
Excellent communication, problem-solving, and critical-thinking skills
Ability to work effectively in a team-based environment and collaborate with various disciplines
Demonstrated commitment to ethical practice and continued professional development
What we Offer:
· A competitive, salaried compensation package
· Comprehensive benefits, including medical, dental, vision, and life insurance
· Generous paid time off and flexible scheduling options
· A supportive, professional work environment with opportunities for growth and advancement
· The chance to make a meaningful impact in the lives of individuals and their families
If you are a dedicated and compassionate professional looking to take your career to the next level, we encourage you to apply for this exciting opportunity. Join our team and help us make a lasting difference in the lives of those we serve. Apply now!
Nulton Diagnostic and Treatment Center is committed to a policy of Equal Employment Opportunity. All qualified applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status or disability status or any other basis protected by applicable federal, state or local law.
Nulton Diagnostic & Treatment Center is an EEO employer - M/F/Vets/Disabled View all jobs at this company
US Experienced Financial Advisor
Finance Consultant Job 24 miles from Indiana
**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.
Financial Analyst
Finance Consultant Job 29 miles from Indiana
Our client in the financial industry is seeking a Financial Analyst to join their team. As a Financial Analyst, you will be part of the Finance department supporting ongoing business operations in the areas of financial forecasting, financial reporting, cost, and profitability analysis. The ideal candidate will have strong analytical skills, attention to detail, and experience with SAP PA module.
**Job Title:** Financial Analyst
**Location:** Philadelphia, PA
**Pay Range:** $85,000 - $95,000
**What's the Job?**
+ Provide technical and analytical support to ongoing business operations in the areas of financial forecasting, financial reporting, cost, and profitability analysis.
+ Serve as the power user (in conjunction with the FP&A Manager) for the SAP PA module.
+ Assist with the development and maintenance of financial models and reports.
+ Collaborate with cross-functional teams to identify and implement process improvements.
+ Prepare ad-hoc analysis and reports as needed.
**What's Needed?**
+ Bachelor's degree in Finance, Accounting, or related field.
+ 3+ years of experience in financial analysis or related field.
+ Strong analytical skills and attention to detail.
+ Experience with SAP PA module.
+ Excellent communication and interpersonal skills.
**What's in it for me?**
+ Competitive salary and benefits package. 85-95K annually
+ Opportunity to work with a dynamic and collaborative team.
+ Professional development and growth opportunities.
+ Work-life balance and flexible schedule.
+ Opportunity to make a meaningful impact on the organization.
If this is a role that interests you and you'd like to learn more, click apply now and a recruiter will be in touch with you to discuss this great opportunity. We look forward to speaking with you!
**About ManpowerGroup, Parent Company of: Manpower, Experis, Talent Solutions, and Jefferson Wells**
_ManpowerGroup (NYSE: MAN), the leading global workforce solutions company, helps organizations transform in a fast-changing world of work by sourcing, assessing, developing, and managing the talent that enables them to win. We develop innovative solutions for hundreds of thousands of organizations every year, providing them with skilled talent while finding meaningful, sustainable employment for millions of people across a wide range of industries and skills. Our expert family of brands -_ **_Manpower, Experis, Talent Solutions, and Jefferson Wells_** _-_ creates substantial value for candidates and clients across more than 75 countries and territories and has done so for over 70 years. We are recognized consistently for our diversity - as a best place to work for Women, Inclusion, Equality and Disability and in 2023 ManpowerGroup was named one of the World's Most Ethical Companies for the 14th year - all confirming our position as the brand of choice for in-demand talent.
ManpowerGroup is committed to providing equal employment opportunities in a professional, high quality work environment. It is the policy of ManpowerGroup and all of its subsidiaries to recruit, train, promote, transfer, pay and take all employment actions without regard to an employee's race, color, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, religion, age, disability, protected veteran status, or any other basis protected by applicable law.
Behavioral Consultant ABA
Finance Consultant Job In Indiana, PA
at Clarvida - Pennsylvania
Clarvida's success is built on the strength of our people: individuals who bring the right skills and a deep commitment to our mission of improving lives and communities. Our employees are empowered to bring their full potential to the table, ensuring long-term success for our team and those we serve.About Your Role: As a Behavioral Consultant, you will perform a variety of direct care and supervisory duties, including perform client assessments, observe the client to identify target behaviors. Collaborating with clients (ages 2-21), their families, and other service providers, you will develop the Individualized Treatment Plan (ITP) focused on identifying and highlighting child, family, educational, social, and recreational strengths as well as opportunities for improvement through continued development and review of preference assessments, reinforcement, and other rehabilitative strategies and activities prescribed by a licensed psychologist or psychiatrist and in alignment with the ITP. Perks of this role:
Competitive pay
Does the following apply to you?
Master's degree
Licensed in this Commonwealth in one of the following:
Psychiatrist
Psychologist
Professional Counselor (LPC)
Marriage and Family Therapist (LMFT)
Certified Registered Nurse Practitioner with a mental health certification (CRNP)
Clinical Social Worker (LCSW)
Social Worker (LSW)
Behavior Specialist (LBS)
Or professional with a scope of practice that includes overseeing the provision of ABA services
and at least one (1) of the following:
BCaBA Certification or other Bachelors level certification; OR
Minimum of one (1) year full-time experience providing ABA services and a minimum of twelve (12) credits in ABA; OR
Minimum of one (1) year of full time experience providing ABA services under the supervision of a professional with a certification as a BCBA or other Masters level certification in BA and a minimum of 40 hours of training related to ABA; OR
PA License as a Psychologist and have a minimum of one (1) year full time experience providing ABA services and a minimum of 40 hours training related to ABA
What we offer:
Full Time Employees:
Paid vacation days that increase with tenure
Separate sick leave that rolls over each year
up to 10 Paid holidays*
Medical, Dental, Vision benefit plan options
DailyPay- Access to your daily earnings without waiting for payday*
Training, Development and Continuing Education Credits for licensure requirements
All Employees:
401K
Free licensure supervision
Pet Insurance
Employee Assistance program
Perks @ Clarvida - national discounts on shopping, travel, Verizon, and entertainment
Mileage reimbursement
Cellphone stipend
If you're #readytowork we are #readytohire!
*benefit option varies by State/County
Not the job you're looking for? Clarvida has a variety of positions in various locations; please go to ******************************************** To Learn More About Us: Clarvida @ **************************************************
Clarvida is an equal opportunity employer with a commitment to diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity, disability, veteran status or any other protected characteristic.
We encourage job seekers to be vigilant against fraudulent recruitment activities that are on the rise across the healthcare industry. Communication about legitimate Clarvida job opportunities will only come from an authorized Clarvida.com email address or a personal LinkedIn account that is associated with a Clarvida.com email address. Clarvida recruiters will never charge application fees, conduct interviews via chat rooms, or extend job offers without a thorough recruitm
Behavior Consultant
Finance Consultant Job 41 miles from Indiana
We are looking for a Behavior Consultant to join our Team! This is a full-time, salaried position.
Our Behavior Consultant will be responsible for providing clinical direction of services to a child, youth or young adult; development and revision of the Functional Behavioral Assessment and Individualized Treatment Plan; oversight of the implementation of the Individualized Treatment Plan and consultation with a child's, youth's or young adult's treatment team regarding the Individualized Treatment Plan.
Responsibilities:
1. Development and Revision of Functional Behavioral Assessment and Individualized Treatment Plans
2. Oversight of the Implementation of the Individualized Treatment Plan by Behavioral Health Technician staff
3. Documentation of client's response to treatment
a) document client's response to his/her treatment
b) completed notes in an accurate and timely manner
c) communicate with parents regarding the client's progress in treatment
4. Complete all assigned trainings by the due date to stay current with all practices and guidelines
a) complete at least 16 hours of Department-approved training annually that is related to the individual's specific job functions and is in accordance with the individual training plan
5. Attend weekly individual and group supervisions as directed
a) One hour of face-to-face supervision per month
b) One additional hour of face-to-face supervision per month if supervising a BHT.
c) Thirty minutes of direct observation of services being provided every 6 months
6. Conduct weekly/monthly supervision of staff providing Behavioral Health Technician services as directed
7. Maintain regular communication with clients, families, school personnel and treatment teams through home visits, school visits, and community interactions in the implementation of IBH services
Qualifications and Requirements:
A valid Behavior Specialist License in the Commonwealth of Pennsylvania
A graduate degree from a college or university accredited by an agency
A Minimum of one (1) year of experience working in the mental health field with children, preferably in the behavioral field
A strong understanding of evidence-based interventions and best practices in behavioral health
Excellent communication, problem-solving, and critical-thinking skills
Ability to work effectively in a team-based environment and collaborate with various disciplines
Demonstrated commitment to ethical practice and continued professional development
What we Offer:
· A competitive, salaried compensation package
· Comprehensive benefits, including medical, dental, vision, and life insurance
· Generous paid time off and flexible scheduling options
· A supportive, professional work environment with opportunities for growth and advancement
· The chance to make a meaningful impact in the lives of individuals and their families
If you are a dedicated and compassionate professional looking to take your career to the next level, we encourage you to apply for this exciting opportunity. Join our team and help us make a lasting difference in the lives of those we serve. Apply now!
Nulton Diagnostic and Treatment Center is committed to a policy of Equal Employment Opportunity. All qualified applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status or disability status or any other basis protected by applicable federal, state or local law.
Nulton Diagnostic & Treatment Center is an EEO employer - M/F/Vets/Disabled View all jobs at this company
Financial Advisor
Finance Consultant Job 22 miles from Indiana
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 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 valued partners, 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. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
**We'll give you the support you need. Our team will be there every step of the way, providing:**
+ Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
+ Salary for the first five years as you begin to build your practice²
+ A firm-provided branch office in the community
+ Branch office support to help lighten the load so you can focus on your clients
+ A support network that extends from your branch 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.
**You can also expect...**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A compensation package that includes opportunities for commissions, profit sharing and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
+ A culture of continuous improvement and professional development
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (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 them 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.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
**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 (*********************************************************************************************** .
**Compensation:**
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation (*********************************************************************************
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
**Skills/Requirements**
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
**What characteristics would make you a successful financial advisor?**
+ An interest in financial services/markets and how they work
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Can you see yourself...**
+ Learning to be a financial advisor through our comprehensive training program?
+ Delivering personalized investment and financial solutions to your clients?
+ Taking ownership of your business's growth and success?
+ Meeting professional and personal objectives as they relate to building your practice?
+ Working in and positively impacting your local community?
**Skills/Requirements**
**Candidates should have at least one of the four qualifications bullets listed below:**
+ A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
+ Financial services and/or sales experience
+ Financial services registration, licensing, or certification
+ Professional and/or military career progression
**Licensing:**
+ SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
+ FINRA registrations required within three months. State insurance licenses will be required.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
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.
\#LI-USFATA