Finance Consultant Jobs in Lincoln, NE

Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor, you will: Build a client base and develop knowledge of Bankers Life financial products and market trends Develop yourself with our award-winning training and mentorship network Present clients with financial solutions and drive them to action Take ownership of your business and build a team The ideal candidate will have: Active Life & Health license, Series 6, Series 63 and Series 65, or ability to acquire these licenses with our support High level of self-motivation; ability to accomplish goals independently History of success in sales, competitive roles, client services, or client-facing roles Excellent time-management skills Desire for continuous learning What we offer: Highly competitive commission structure designed to grow with you Passive income opportunities and bonus programs Fully paid insurance licensing, SIE, Series 6, Series 63, Series 65, CFP Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year Flexible in-office schedules once you complete your agent training Progressive advancement opportunities Retirement savings program and more Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************

We are seeking an experienced and strategic Senior Financial Planning & Analysis to join our client's team in the manufacturing industry. This critical role will focus on driving financial planning, decision-making, and business insights to support the organization's strategic goals. Responsibilities: Lead the financial planning and forecasting process, including annual budgets, long-term strategic planning, and monthly projections, ensuring accuracy and timeliness. Analyze financial performance, identifying trends, variances, and opportunities for cost optimization and revenue growth. Develop and present clear, actionable financial reports, dashboards, and insights to executives and key stakeholders, providing recommendations to support business decision-making. Collaborate across departments, including operations, supply chain, and sales, to ensure alignment of financial goals with business strategies. Monitor key financial indicators such as margins, cost structures, and capital spending to identify risks and opportunities. Conduct in-depth variance analysis between actual results, forecasts, and budgets, and communicate findings to leadership. Qualifications: Bachelor's degree in Finance, Accounting, Economics, or a related field. A minimum of 5+ years of progressive financial planning and analysis experience, with a strong preference for manufacturing industry experience. Advanced proficiency in financial modeling, forecasting, and business analysis.

What we do is not just a job - it is a passion. Renaissance Financial is a comprehensive financial strategies firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our Mission: Using creative business and personal planning, we help our clients achieve financial freedom… one relationship at a time. We feel that our true team approach and entrepreneurial atmosphere sets us apart from other firms in our industry. This approach can give you an advantage as you build your practice and provides your clients with supportive specialists that work to help others pursue financial freedom. We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all. Licenses & Registrations Required Life & Health Insurance FINRA SIE FINRA Series 7 FINRA Series 66 *Required registrations and licenses to be completed upon offer acceptance Becoming a financial advisor with Renaissance Financial is an opportunity to be in control of your career and your life while helping others achieve their financial goals. We provide a flexible schedule, foster a healthy work/life balance, and offer a thorough training and development program that supports quick progression and growth. Advisors engage in professional development and training led by and inspired by senior partners within the firm. Our comprehensive team approach sets you on a unique track towards a rewarding and lucrative career. We support equal opportunity. We celebrate diversity and are committed to creating an inclusive environment for all. Primary Responsibilities Identify and cultivate a client base by building rapport and fostering long-term sustainable relationships Implement target marketing strategies to engage your ideal prospective clients to capitalize on referrals Design and execute innovative and customized financial strategies for clients in efforts to help them meet their financial goals and needs Manage resources to run your own productive practice while utilizing the experience of specialists within the firm Essential Characteristics Strong verbal and written communication skills to effectively convey information and build trust Capacity to assess client needs and financial situations to design effective strategies Ability to address and resolve complex financial issues with tailored solutions Skills in implementing marketing strategies to attract and engage ideal clients Dedication to fostering long-term relationships Capable to update strategies based on market conditions Building and maintaining client trust through honesty and reliability Benefits Renaissance Financial contributes toward your medical premiums

LIVE LIFE DIFFERENTLY Do you have an entrepreneurial mindset? Are you passionate about helping people achieve their biggest goals? Many find their calling in financial services after working in other industries. Are you looking for more fulfillment from your career? Are you starting to think about a job change? Wondering if you'd be a good fit? See how many of the characteristics below match up to you: You know how to connect with people, building personal, trusted relationships. Planning for your future is important for you. You're a driven person who's committed to succeeding. You're ready to earn more for your hard work. You enjoy helping people make more informed, confident decisions. You're ready to live the life you want, both personally and professionally. OUR FINANCIAL PROFESSIONALS Help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go, and provide the financial tools and support to get them there. Are not expected to know everything on day one, you will receive extensive training and partner with industry experts until you are ready to do it on your own THE OPPORTUNITY OFFERS A chance to building and manage client relationships by offering personalized, industry-leading solutions to help them protect what they've worked so hard to achieve while growing their assets for the future. The chance to positively improve and change people's lives The support and backing of a Fortune 100 company and industry experts The opportunity to live the life you want with the flexibility and support you need to grow BY JOINING OUR TEAM, YOU'LL HAVE ACCESS TO Nationally ranked training programs to launch your career Mentorship and professional development training throughout your entire career Development stipends and expense allowance Sponsorship of Licensing/Credentialing Leadership opportunities Leading industry products and solutions built on an integrated technology platform Full health benefits, group disability, retirement plans and an equity stake A culture that promotes diversity, teamwork, work/life balance, recognition and rewards DESIRED SKILLS & EXPERIENCE College-educated, Bachelor's degree Entrepreneurial Mindset Accomplished communicator with strong written and time management skills Desire to continuously learn History of success in sales, athletics, military, client services, or client-facing roles Self-starter mindset preferred Legal Authorization to work in the US without sponsorship WHY NORTHWESTERN MUTUAL? #90, Fortune 100 company (2021) Forbes' Best Employers for Diversity (2018-2020) Top 10 US Independent Broker-Dealers1 #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) $224 billion (retail investment client assets held or managed)

Company Ludacka Wealth Partners is a financial planning and advisory firm, which for 27 years has offered wealth management, retirement and estate planning, and comprehensive insurance coverage to clients in over 40 states. In 2024, for the fourth consecutive year Ludacka Wealth Partners was ranked as a Top 20 Financial Security Practice in the United States by Forbes Magazine , and was recognized by Northwestern Mutual as the #2 financial advisory firm in the Northwestern Mutual network nationwide . Job Description Ludacka Wealth Partners seeks experienced financial advisors to join the firm as a Private Wealth Advisor or Lead Financial Advisor. This role is responsible for developing new wealth management and insurance clients, crafting comprehensive financial plans for clients, and managing on-going client relationships with highest level of service, support, and education. Marketing & Business Development Aggressively and independently source new client opportunities Maintain and communicate open case inventory of new opportunities with the team Be visible in the community through board participation and civic event attendance Financial Planning Create detailed financial plan for clients from accumulation through distribution Demonstrate superior knowledge of all elements of an integrated financial plan, including investments, insurance, annuities, trusts, and estate plans Clearly communicate plan results to clients to provide financial security and peace of mind Client Relationship Management Proactively develop and maintain deep and meaningful relationships with top clients Exhibit excellence in every client encounter, including regular meetings, interim communications, and necessary client requests and follow-ups. Operate as a liaison when appropriate with a client's attorneys, CPA's and other members of their financial planning team Desired Skills and Experience 5-10+ years of experience in a financial advisory role Superior client-service and relationship management skills Demonstrated success in finding and closing new business development opportunities High attention to detail, strong organizational skills, superior commitment to responsibility Must exhibit the highest level of personal integrity, discretion, and good judgment Ability to effectively work through challenging situations with limited direction Proactive mind-set with the ability to anticipate and resolve issues Ability to embrace change and work in a fast-paced professional environment Prefer active FINRA Series 7 and 63/66 and state-required life & health insurance licensing; otherwise required to be achieved within six months of start date Current CFP designation a plus; otherwise attained within one year of start date Career Opportunity Ludacka Wealth Partners has been one of the most successful financial advisory practices within the Northwestern Mutual network for more than 25 years. This position provides the successful candidate an opportunity to make an immediate impact on firm growth, while providing for long-term personal and professional growth. The successful candidate is entering an ideal environment to succeed and thrive - the team at Ludacka Wealth Partners includes CFP registered financial advisors, several licensed support advisors and analysts, a CFA charter holder, and former company Presidents, CFOs, and COOs. The culture is fast-paced, collaborative, achievement-oriented and focused on the growth and development of each individual. Competitive salary and bonus compensation commensurate with experience and expertise, plus incentive compensation based on business development and relationship management success metrics, resulting in total annual cash compensation potential of $200,000 to $500,000. Benefits package includes health / dental / vision / disability insurance, generous paid time off, retirement savings plan, wellness program, and professional development and continuing education assistance. Ludacka Wealth Partners and Northwestern Mutual Ludacka Wealth Partners is an independently-owned financial planning and advisory firm that represents Northwestern Mutual. Northwestern Mutual is a financial services company that offers a variety of insurance and investment solutions. Since its founding in 1857, through every recession and every economic boom, it has kept its focus on the long term, delivering our clients and policy owners consistent financial strength year after year. Northwestern Mutual financial representatives build lifelong relationships to help clients identify their unique needs in order to provide long-term solutions.

About Outlier Outlier is the world's leading expert platform, connecting a network of over 100,000 contributors worldwide to improve AI models by providing expert human feedback. We partner with companies including OpenAI, Meta and Microsoft to enable advanced generative AI models to provide accurate responses and advanced reasoning capabilities. We are looking for advanced Economics experts to teach AI how to interpret and solve complex problems by: Evaluate AI-generated content for factual accuracy and relevance in Economics. Develop and answer Economics-related questions to refine AI understanding. Assess and rank AI responses based on scientific rigor. Required expertise and qualifications: Education: Master's degree or higher (PhD preferred) in Economics or a related field (can be currently enrolled) Research Experience: Strong preference for candidates with peer-reviewed publications, patents, conference presentations, research grants, or industry R&D contributions English Proficiency: Ability to read and write with minimal errors Bonus Skills: AI model training experience is not required but helpful Payment: Currently, pay rates for core project work by Economics experts range from $30 to $50 per hour USD but varies based on your geographic location (see note below) Opportunities for higher-paying research projects based on performance. Rates vary based on expertise, skills assessment, location, project need, and other factors. For example, higher rates may be offered to PhDs. For non-core work, such as during initial project onboarding or project overtime phases, lower rates may apply. Certain projects offer incentive payments. Please review the payment terms for each project.

Financial Services Analyst - Strong reputation and growth centered culture - HEMPHILL EXCLUSIVE! Join an impressive and reputable firm in Financial Services as you learn, develop, and mentor under an industry leading team. Working directly with executive leadership, you will have the fortune to learn from the best in the business while continually strengthening your sharp analytical skills across investments, acquisitions, audit, and client services. This dynamic exposure sets the bar high for those driven to succeed and produce excellent results. Just a few attractive features to this opportunity include: Report to the leader of finance and acquisitions. Collaborative work environment where all employees across the country gather throughout the year to invest in culture, share ideas, and devise strategy. Multiple pathways for long term career succession Hybrid work schedule allowing flexibility to meet your needs. Competitive compensation and benefits. With the firm's strong appetite for growth and focus on excellence, this organization stands above the rest! With your excellent MS Excel skills, working knowledge of additional analytical programs, critical thinking, ad-hoc analytics, modeling and reporting work, you'll experience the fulfilling journey of growth while working for this impressive group of high-caliber leaders. To learn more about this opportunity, call Dave Ruppelt at 402.334.4800 *215 or send an e-mail or your resume to druppelt@hemphillsearch.com to learn more. Job Number 9431DR The Right Match - The First Time Your Confidentiality is Our Priority; Hemphill will NOT Forward Your Resume Without Your Approval. To see all Hemphill job postings go to www.hemphillsearch.com Hemphill Voted - “Best Employment Firm” by Omaha's Business Leaders & B2B Magazine in 2008, 2009, 2010, 2011, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 & 2024! Omaha Chamber of Commerce Top 25 - “Excellence in Business Award Winner” based upon our growth and commitment to quality. ***Never a fee to our applicant***

Who We Are The Carson Family Office (CFO) invests in Conscious Leaders with world-changing ideas. We focus our capital to elevate teams with big visions and the talent to execute. We structure our investments to deeply align values with incentives for impact. Carson Family Office supports the Carson family in executing its philanthropic goals, managing its portfolio of assets, and organizing its estate for infinite impact. We are made up of mission-aligned people who have one thing in common; purpose. We believe success is about more than accumulation and that money is an exponential resource; we create space for conscious leaders to expand; we are an integrated team that leverages systems, policy and process; we take conscious control of the affairs of the family; and we simplify complexity, executing with discipline. Who We Want We re seeking an experienced investment analyst to join our team. As an investment analyst, you will conduct thorough investment research, analyze market trends, and provide critical data to assist in investment decision-making for new and existing holdings. The ideal candidate possesses strong analytical skills, a deep understanding of financial markets, and the ability to provide insightful recommendations to drive the financial growth process. What To Expect Investment Research & Analysis: Conduct in-depth research and financial analysis on potential investment opportunities across various asset classes (e.g., public equities, private equity, real estate, hedge funds, venture capital, private credit). Develop and maintain financial models to evaluate investment performance, risk, and return potential. Prepare comprehensive investment memos and presentations summarizing research findings and investment recommendations. Monitor existing portfolio investments, track performance, and prepare periodic performance reports. Portfolio Management Support: Assist in portfolio construction, rebalancing, and risk management activities. Conduct due diligence on potential investment managers and conduct manager reviews. Participate in investment committee meetings and contribute to investment decision-making. Strategic Planning & Growth: Contribute to the development and implementation of the Family Office's long-term investment strategy. Identify and explore new investment opportunities and asset classes. Assist in developing and implementing strategies for portfolio growth and diversification. Administrative Support: Maintain accurate and up-to-date investment records and documentation. Assist with the preparation of various financial reports. Manage and maintain investment databases. What You Need Bachelor's degree in Finance, Economics, or a related field. Minimum 2 years of relevant investment experience within a family office, investment management firm, or relevant financial institution. Strong analytical and quantitative skills with proficiency in financial modeling and data analysis. Excellent research, writing, and presentation skills. Proficiency in Microsoft Excel, PowerPoint, and financial data analysis tools. Strong work ethic, attention to detail, and the ability to work independently and as part of a team. Demonstrated facility in managing multiple projects simultaneously in a fast-paced, entrepreneurial setting. Committed to communicating with clarity and professionalism with teammates, vendors, members, and others. Comfortable using all available channels to ensure that the goals and realities of all projects are constantly and clearly communicated to all stakeholders. Committed to process and product improvement through constructive and productive dialog. Demonstrated facility in building, managing, and interpreting complex datasets. Demonstrated ability in synthesizing data for consumption via PowerPoint and/or written reports. Flexibility and aptitude to move from strategic to tactical and from partnership to independence frequently, while maintaining effective team dynamics. Preferred Qualifications: CFA, CAIA, or other relevant professional designations. Experience with alternative investments (e.g., private equity, venture capital, real estate). Familiarity with portfolio management software (Addepar) and data analytics platforms. In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson Family Office strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.

This is a remote/hybrid role Are you a driven, high-energy individual looking to jumpstart your career in the financial services industry? Wisepath Financial Group DBA - Strategic Financial Concepts (SFC) is seeking an Entry-Level Financial Advisor to join our rapidly growing team. Backed by a Fortune 500-level infrastructure, we equip you with the resources, mentorship, and flexibility needed to thrive in a performance-based environment.Why Join SFC? Unlimited Earning Potential - Enjoy residual income, additional bonuses, and incentives. Fortune 500 Support - Leverage big-firm credibility, brand recognition, and robust marketing tools. Collaboration & Mentorship - Work alongside experienced advisors, receive hands-on training, and accelerate your growth. Flexibility & Autonomy - Build your own schedule and maintain work-life balance. Comprehensive Benefits - Health, dental, vision, and life/disability insurance; 401(k) with matching; national recognition programs; and more. Key Responsibilities Lead Generation & Qualification Prospect new sales leads via calls, emails, and networking. Engage potential clients, qualifying them for further financial discussions. Relationship Building Stay in contact with existing prospects to foster trust and brand awareness. Request referrals and follow up on qualified leads in coordination with senior advisors. Client Support & Education Respond to client inquiries, identify needs, and suggest potential solutions or services. Coordinate in-person meetings or calls between new clients and Financial Advisors. Collaborate with Financial Advisors Be the point person for lead flow and handoffs to senior advisors. Participate in joint work opportunities to develop your industry knowledge and client-service skills. Channel Partner Outreach Network with potential channel partners-businesses, associations, and community organizations-to expand SFC's reach. Qualifications Education: BS in Marketing, Business Administration, or related field (preferred) Experience & Skills: 1+ year of sales or finance experience (preferred) Hands-on familiarity with CRM software and MS Excel Comfortable with cold calling and other prospecting techniques Strong communication skills and an understanding of sales performance metrics Licensing: Life & Health Insurance Licenses (preferred, or willingness to obtain) Benefits & Perks Unlimited Earning Potential with commission, residual income, and bonus structures Financial Assistance for new advisors (licensing sponsorship, designations) W-2 with 7.5% FICA 401(k) with 6% Match Health, Dental, Vision, and Life/Disability Insurance National Recognition Programs (business conferences, Chairman's trips) Marketing & Sales Support plus ongoing mentorship from seasoned advisors Flexible Work Schedule and advancement opportunities Access to a Proprietary, Economic-Based Financial Planning Tool About Strategic Financial Concepts At SFC, our mission is simple: “Our goal is your success.” We're committed to providing integrated financial solutions-from insurance and investments to retirement and estate planning-while equipping our advisors with top-tier training, technology, and support. If you have the energy, tenacity, and passion to excel in the financial services industry, we want to help you grow. Ready to take the first step? Join SFC as an Entry-Level Financial Advisor and start building a fulfilling career defined by professional growth, meaningful client relationships, and unlimited earning potential. Apply now to become part of our SFC family!

WHO WE ARE At Bridgepoint Investment Banking, we're next-gen, impact-focused, and passionate about delivering top-notch results for family and founder-owned businesses while creating a vibrant and dynamic environment for Wall Street rockstars. With a focus on integrity and core values, we provide full-service investment banking solutions for non-sponsored companies across the country from offices in Omaha, Denver, Chicago, Lincoln, and New York. WHAT WE'RE LOOKING FOR Bridgepoint is seeking Analyst candidates to augment our growing and differentiated middle market investment banking firm. Bridgepoint provides a unique opportunity for firm input, promotion, unmatched client and prospect interaction, entrepreneurial spirit and impact relative to traditional investment banks. Bridgepoint is the first impact investment bank - focused on prosperity for our people, our clients and our communities. Every team member has input in our fast-paced, entrepreneurial environment focused on culture and innovation. This is an opportunity for growth, impact and responsibility for the ideal candidate. WHAT YOU'LL DO Deal Execution: Play a pivotal role in deal teams, managing the deal process from origination to execution. Financial Modeling: Collaborate with Associates, VPs, and Managing Directors to develop financial models and prepare presentation materials. Transaction Support: Assist in both capital raising and M&A transactions, preparing materials and identifying potential acquirors and capital sources. Client Diligence: Participate in the due diligence of current and potential clients and prospects. Financial Analysis: Organize and analyze complex financial data for client proposals and strategic plans. Client Materials: Prepare high-quality client presentations and industry reports. Research: Conduct industry and company research, maintaining accurate records on funding sources and key influencers. Business Development: Build prospecting lists for MDs to attend industry events and conferences. YOU POSSESS Education: Bachelor's Degree required (not a current student) Financial Analysis: Possess expertise in financial analysis and modeling of financial statements, companies, industries, and M&A/capital markets trends, with 1 to 5 years of professional work experience, preferably in investment banking or Big 4 accounting (Transaction Advisory Services or Audit preferred) Professionalism and Integrity: Demonstrate a high level of professionalism, uncompromising integrity, and confidentiality. Entrepreneurial Spirit: Thrive in a fast-paced, entrepreneurial culture that values diversity and growth. Attention to Detail: Exhibit strong attention to detail and personal accountability. Communication: Possess superior oral and written communication skills, handling confidential information with tact and judgment. Experience interacting with senior management and company owners is a plus. Organization: Demonstrate strong organizational skills and the ability to maintain high standards under pressure. Problem-Solving: A self-starter with excellent anticipation, problem-solving skills, and follow-up. Adaptability: Can work well under pressure, adapt to unexpected events, and prioritize tasks effectively in a deadline-driven environment. Teamwork: A team player who is energetic, responsive, and takes initiative. Technical Proficiency: Proficient in Microsoft Office Suite (PowerPoint, Word, Outlook, Excel) and has experience with DealCloud, Salesforce, or other CRM platforms (preferred). Analytical Skills: Possesses strong quantitative and analytical skills, with accounting knowledge being beneficial. ENVIRONMENT In-office position located in Omaha, NE (not considering remote candidates) Hybrid - Omaha in-office Monday through Thursday, virtual Fridays unless needed in office from time to time Medical, Dental and Vision coverage | 100% premium coverage for employee, 25% for dependents Flexible PTO 401K Annual firm retreat Employer-sponsored employee giving Corporate Chaplain and access to performance coaches At Bridgepoint you will be challenged and rewarded for leadership, technical excellence and inspired perspectives.

**_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions. **_Responsibilities_** + Business partnering with Process Excellence and Divisional Engineering leaders on strategic projects and initiatives + Assist in Make vs Buy, Make vs Make and other strategic financial analysis + Prepare capital analytics on a monthly/quarterly/annual basis + Prepare monthly results for Strategic Projects + Assist with the yearly budget and quarterly forecast process for strategic projects + Assist with the quarterly reporting to the SEC Accounting Team + Support Global Operations and Supply Chain (GOSC) end-to-end capital budgeting and forecasting process + Support capital controls in partnership with Medical Segment FP&A team + Support continuous improvement of new processes to streamline capital management, and work with key stakeholders to execute and maintain them + Support the transition manufacturing agreement pricing arrangements + Manage multiple deliverables and deadlines concurrently + Work on Ad hoc requests and initiatives as required **_Qualifications_** + 4-8 years of experience preferred + Bachelor's degree in related field preferred, or equivalent work experience preferred **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $79,700 - $113,800 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 3/6/2025 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach. Responsibilities: Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships Educates potential and existing clients about investment products, services, and trading strategies offered by the bank Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts Deliver exceptional service to clients by answering general account inquiries Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients Assist clients with brokerage consumer website usage and navigation Educate potential and existing clients about investment products, services and trading strategies Research and resolve client requests Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations Required Qualifications: - Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days) - Demonstrated passion and interest in financial markets - Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy - Strong analytical and organizational skills - Detail oriented, with good follow-up skills - Strong interpersonal skills - Ability to multi-task in a dynamic environment - Requires basic knowledge of the organization, products and/or services - Requires knowledge of financial markets and trading strategies - Excellent verbal and written communication skills - Proven ability to meet and exceed productivity and performance goals - Must be technologically savvy and able to quickly learn new systems - Ability to adapt and seek solutions for customers in a fast-paced environment - Must be flexible to work assigned shift within center hours of operation - Strong desire for point of call resolution - Focus on client satisfaction Desired Qualifications: - Call center experience is preferred but not required - Previous Brokerage experience is a plus - 1+ years of financial industry experience Skills: Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Trading Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - RI - Lincoln - 670 George Washington Hwy (RI1541) Pay and benefits information Pay range$26.44 - $36.06 hourly pay, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor, you will: Build a client base and develop knowledge of Bankers Life financial products and market trends Develop yourself with our award-winning training and mentorship network Present clients with financial solutions and drive them to action Take ownership of your business and build a team The ideal candidate will have: Active Life & Health license, Series 6, Series 63 and Series 65, or ability to acquire these licenses with our support High level of self-motivation; ability to accomplish goals independently History of success in sales, competitive roles, client services, or client-facing roles Excellent time-management skills Desire for continuous learning What we offer: Highly competitive commission structure designed to grow with you Passive income opportunities and bonus programs Fully paid insurance licensing, SIE, Series 6, Series 63, Series 65, CFP Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year Flexible in-office schedules once you complete your agent training Progressive advancement opportunities Retirement savings program and more Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************

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

Who We Are In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change. We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice. Who We Want The Financial Professional is a trusted financial advisor advocate for Carson Group clients. As a key support resource for Carson Group s advisors and their brokerage clients, you will work closely with both to provide full operational support for client s brokerage assets. As the main liaison, you will work to meet client needs through case management, communication, and coordination with third parties. What To Expect Serve as the primary point of contact for advisors and clients, addressing investment and financial needs via phone, email, and cases. Review and understand clients' current investment products and strategies, providing education and guidance as needed. Assist with onboarding new clients and offices, including processing paperwork. Maintain communication with partner advisors and clients to ensure smooth service. Adhere to company and industry guidelines and policies, exhibit professionalism, and foster positive working relationships. Participate in required training and meetings and attend client events as needed. What You Need Financial Services Knowledge: Understanding of brokerage accounts, mutual funds, annuities (both fixed and variable), and alternative investments. ProblemSolving and Attention to Detail: Ability to tackle complex tasks, conduct research, and work with third parties to resolve issues. Communication Skills: Excellent verbal and written communication, with the ability to clearly articulate information to clients and advisors. SelfMotivation and Adaptability: Quick learner, comfortable adapting to new systems and processes, and takes ownership of responsibilities. Client Service Orientation: Passion for providing exceptional client service, building lasting relationships, and effectively managing client expectations. Organizational and Time Management Skills: Ability to manage multiple tasks efficiently and prioritize effectively in a fastpaced environment. Preferred Education and Experience 2+ years of experience in financial services or a related field, ideally with exposure to investment products, brokerage accounts, and client service. Bachelor s degree preferred, but relevant experience is highly valued. Active Series 7, 65, or 66 licenses are preferred. A clean U4 and U-5 history is required. Experience with Salesforce or similar case management systems is a plus. In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law. The total rewards expected for this role include: Starting annual base salary between $60,000 - $76,850. Variable compensation potential (Bonus and/or commissions) Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.

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

This is a remote/hybrid role Are you a driven, high-energy individual looking to jumpstart your career in the financial services industry? Wisepath Financial Group DBA - Strategic Financial Concepts (SFC) is seeking an Entry-Level Financial Advisor to join our rapidly growing team. Backed by a Fortune 500-level infrastructure, we equip you with the resources, mentorship, and flexibility needed to thrive in a performance-based environment.Why Join SFC? Unlimited Earning Potential - Enjoy residual income, additional bonuses, and incentives. Fortune 500 Support - Leverage big-firm credibility, brand recognition, and robust marketing tools. Collaboration & Mentorship - Work alongside experienced advisors, receive hands-on training, and accelerate your growth. Flexibility & Autonomy - Build your own schedule and maintain work-life balance. Comprehensive Benefits - Health, dental, vision, and life/disability insurance; 401(k) with matching; national recognition programs; and more. Key Responsibilities Lead Generation & Qualification Prospect new sales leads via calls, emails, and networking. Engage potential clients, qualifying them for further financial discussions. Relationship Building Stay in contact with existing prospects to foster trust and brand awareness. Request referrals and follow up on qualified leads in coordination with senior advisors. Client Support & Education Respond to client inquiries, identify needs, and suggest potential solutions or services. Coordinate in-person meetings or calls between new clients and Financial Advisors. Collaborate with Financial Advisors Be the point person for lead flow and handoffs to senior advisors. Participate in joint work opportunities to develop your industry knowledge and client-service skills. Channel Partner Outreach Network with potential channel partners-businesses, associations, and community organizations-to expand SFC's reach. Qualifications Education: BS in Marketing, Business Administration, or related field (preferred) Experience & Skills: 1+ year of sales or finance experience (preferred) Hands-on familiarity with CRM software and MS Excel Comfortable with cold calling and other prospecting techniques Strong communication skills and an understanding of sales performance metrics Licensing: Life & Health Insurance Licenses (preferred, or willingness to obtain) Benefits & Perks Unlimited Earning Potential with commission, residual income, and bonus structures Financial Assistance for new advisors (licensing sponsorship, designations) W-2 with 7.5% FICA 401(k) with 6% Match Health, Dental, Vision, and Life/Disability Insurance National Recognition Programs (business conferences, Chairman's trips) Marketing & Sales Support plus ongoing mentorship from seasoned advisors Flexible Work Schedule and advancement opportunities Access to a Proprietary, Economic-Based Financial Planning Tool About Strategic Financial Concepts At SFC, our mission is simple: “Our goal is your success.” We're committed to providing integrated financial solutions-from insurance and investments to retirement and estate planning-while equipping our advisors with top-tier training, technology, and support. If you have the energy, tenacity, and passion to excel in the financial services industry, we want to help you grow. Ready to take the first step? Join SFC as an Entry-Level Financial Advisor and start building a fulfilling career defined by professional growth, meaningful client relationships, and unlimited earning potential. Apply now to become part of our SFC family!

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products. This role is responsible for phone-based service to relationship role where the representative is expected to take 20 to 30 inbound service calls daily to solve for financial needs. These individuals are trained on managed products, trading in self- directed accounts, chat functionality and 529 products over a 12-month timeframe. During these interactions with our clients, these individuals will have opportunities to deepen relationships by referring clients to specialized sales teams. The role acts as a central entry point into a fully licensed financial services career. An Investment Specialist Trainee (responsibilities): • Identifies clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams • Receives training through the licensing/study program, ultimately earning SIE, S7 and S66 certifications • Focuses daily on service to sales with existing Merrill clients • Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals You're the kind of person that (required skills): • Is client-focused with a passion for excellence and a positive team attitude. • Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance -based environment. • Has the ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams. • Is an effective communicator with an aptitude for sales and relationship management • Has strong computer skills • Is prepared to pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66. • Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication. • Is ambitious, disciplined, hardworking, resilient and willing to learn. You'll be even more prepared if you have (desired skills): • A bachelor's degree, or 1-2 years of experience in a performance-based environment. • The Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7, and/or the Series 66 licenses. • Leadership capabilities. Skills Used in this Role: • Establishing Trust • Customer Service • Overcoming Objections • Consulting • Risk Management • Organization • Critical Thinking • Conflict Resolution • Building Rapport • Active Listening • Customer Focus • Analytical Thinking Additional Skills: •Attention to Detail•Critical Thinking•Customer and Client Focus•Oral Communications•Prioritization•Active Listening•Decision Making•Emotional Intelligence•Result Orientation•Written Communications•Account Management•Adaptability•Client Experience Branding•Coaching•Referral Identification Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - RI - Lincoln - 670 George Washington Hwy (RI1541) Pay and benefits information Pay range$24.00 - $25.48 hourly pay, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals. Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions As a Bankers Life Financial Services Professional Expect To: Build - Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom. Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training. Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financial decisions. Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives. How Bankers Life will provide support: Hybrid Experience - Flexible in-office schedules once you complete your agent training and take off as a producing agent. Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products. Award-winning Training - Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting. Advancement Opportunities - Benefit-eligible management positions within local branch structure. What makes a great Financial Services Professional? Informative - Ability to present complicated concepts effectively and maintain uncompromising principals, such as honesty and integrity. Driven - Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills. Sociable - Strong relationship building and communication skills will bond you with clients and colleagues. Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself and others. The Bankers Life Team comes from a variety of backgrounds including, but no limited to, sales, athletics, military, client services, or client-facing roles. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less. Apply now and join the team!! About us: With a rich history dating back to 1879, Bankers Life has grown from our founder's simple wish to make insurance affordable. Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions. Compensation & Benefits: Commission structure designed to grow with you Renewable income and Bonus programs Fully paid insurance licensing, SIE, Series 6, Series 63, CFP , and more Retirement Savings Program Note: Applicants must reside in the state of position to be considered.