Finance Consultant Jobs in Murray, UT

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 support equal opportunity. 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 are committed to providing an accessible work environment. If you need accommodations during the application or employment process, please let us know. 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

We are seeking a Corporate Travel Analyst for a Contract Assignment in Salt Lake City, UT. The Corporate Travel Analyst is responsible for optimizing the travel program for an organization, ensuring cost-effective, efficient, and seamless travel arrangements for employees. This role involves analyzing travel data, recommending improvements to policies and procedures, and working with employees to troubleshoot questions that may arise during the travel booking process. The Corporate Travel Analyst works closely with all departments to enhance the overall travel experience while adhering to company budgets and guidelines. Key Responsibilities: Travel Management: Support employees in issue resolution for travel arrangements including flights, hotels, and car rentals. Ensure that travel bookings align with company travel policies and budget guidelines. Manage the travel booking system, ensuring ease of use and functionality for employees. Data Analysis & Reporting: Analyze travel data to identify trends, savings opportunities, and areas for improvement. Prepare and present regular reports on travel expenses, bookings, and savings. Track and report on travel-related KPIs, such as cost per trip, booking volume, and vendor performance. Vendor Relationship Management: Regularly evaluate vendor performance and recommend changes or improvements to vendor contracts. Policy Development & Compliance: Assist in the development and enforcement of corporate travel policies and procedures. Ensure employee compliance with travel policies, offering guidance as necessary. Address employee travel concerns and provide resolutions in line with company guidelines. Expense Management & Budgeting: Recommend strategies to reduce travel-related expenses while maintaining service quality. Support & Training: Provide guidance and support to employees regarding travel bookings, policies, and best practices. Conduct training sessions for employees on the use of travel tools, platforms, and policy. Serve as the primary point of contact for travel-related issues or emergencies. Continuous Improvement: Identify opportunities for process improvements and implement changes to streamline the travel program. Stay updated on industry trends, new technologies, and best practices in corporate travel management. Qualifications: Bachelor's degree in business, logistics, or related field (or equivalent experience). 2-4 years of experience in corporate travel management or a related role. Strong analytical skills and experience working with data analysis tools and reporting. Knowledge of travel booking systems (e.g., Concur, SAP, Navan, or similar platforms). Excellent communication and negotiation skills. Ability to work independently and manage multiple priorities in a fast-paced environment. Strong attention to detail and problem-solving abilities. Preferred Skills: Experience with travel industry certifications or relevant training (e.g., Global Business Travel Association). Familiarity with international travel regulations and policies. Proficiency in Microsoft Office Suite, especially Excel.

Are you a seasoned financial advisor passionate about guiding clients to a secure and fulfilling retirement? Imagine focusing solely on what you do best-advising clients-without the need for prospecting. At Invita Financial, a rapidly growing independent Registered Investment Advisor (RIA) based in Sandy, Utah, you'll have the unique opportunity to work with pre-qualified clients provided through our extensive marketing efforts. Why This Opportunity Stands Out: Client-Centric Focus: Engage exclusively with pre-scheduled, pre-qualified prospects, allowing you to dedicate your expertise to personalized retirement planning. Diverse Financial Solutions: Offer a range of services, including fee-based managed money, fixed-indexed annuities, and life insurance, tailored to each client's unique goals. Collaborative Environment: Work alongside a supportive team in a structured system designed to enhance client satisfaction and advisor success. Key Responsibilities: Conduct comprehensive client meetings to develop customized financial plans. Present and recommend appropriate financial products, focusing on retirement income planning and asset protection. Stay informed on market trends and regulatory updates relevant to retirement-focused clients. What We're Looking For: Experience: 3+ years in a client-facing financial advisory role, with a strong understanding of retirement planning and investment strategies. Education: Bachelor's degree in finance, economics, business administration, or a related field preferred. Licensing: Series 65 license (or willingness to obtain) and a Life and Health Insurance License preferred. Skills: Excellent interpersonal and consultative sales skills, with the ability to simplify complex financial concepts for clients. Why Invita Financial? Joining Invita Financial means becoming part of a team dedicated to making a positive impact on thousands of lives by aligning clients with their financial goals. Our advisors operate within a supportive environment that fosters professional growth and client success. If you're ready to elevate your career and focus on delivering exceptional retirement planning services without the burden of prospecting, apply today to join Invita Financial in Sandy, Utah.

Description: Becoming a Financial Advisor 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. 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 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. 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 revenue1: Average 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 support2 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 You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship About Northwestern Mutual For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored, integrated approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: Top 5 US Independent Broker-Dealers4 Unsurpassed financial strength with total company assets of $366 billion5 Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management Fortune 500 company (June 2024) Forbes' Best Employers for Diversity (2023) Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023) 2024 Training APEX Award winner Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. 4Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS's affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: InvestmentNews , April 2024. 5Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody's Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024. 6To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com

SLC, UT (In-Office) - Relocation required without relocation assistance $47-56K/year A prestigious firm based in Salt Lake City is looking for a Financial Analyst to join their team! In this role, you'll play a crucial role in managing settlements for the Americas. As an Operations Analyst you'll have the opportunity to apply your quantitative, problem-solving, and customer service skills to support various business units and clients. You'll also contribute to process improvements aimed at mitigating risks and enhancing the overall client experience, making a tangible impact from day one. Operations is at the heart of our firm's success, providing essential risk management and control to preserve and enhance our assets and reputation. In this role, you'll partner with different parts of the firm to deliver banking, sales and trading, and asset management capabilities to clients worldwide. As a financial analyst, you'll process and control the settlement of all asset types, demonstrating creativity, adaptability, effective communication, and a commitment to excellence. Join us in developing innovative solutions and delivering exceptional service to our clients, while building a rewarding career in finance. Financial Analyst Responsibilities: Gain a comprehensive understanding of the trade lifecycle by collaborating with various teams and external parties Ensure a seamless process for clients by reviewing assets and transfers from start to finish Demonstrate attention to detail in accurately capturing transaction details Identify and propose enhancements to current processes to mitigate risks effectively Drive progress through innovation while maintaining precision in execution and upholding the firm's tradition of excellence Financial Analyst Requirements: Bachelor's degree required Demonstrated experience in financial services Proven analytical skills, problem-solving ability, and meticulous attention to detail Ability to build relationships and communicate complex issues to internal partners with varying levels of product experience Self-motivated team player with strong organizational skills and ability to manage competing priorities effectively Why you want to work here: Gain experience with a Leading Global Financial Firm Medical benefits PTO Monday to Friday Schedules Collaborative and diverse working environment PrincePerelson & Associates is an Equal Opportunity Employer and we do not discriminate against applicants due to race, color, religion, sex, national origin, age, disability, genetics, veteran status, or on the basis of disability or any other federal, state or local protected class. All applicants applying for U.S. job openings must be authorized to work in the United States.

We have an exciting opportunity for a Deal Desk Analyst 3 with the top leading multimedia and creative software company in the world using cutting-edge tools and technologies, including industry-leading AI and creative software, empower millions of users to achieve their creative and business goals. Work in a fiduciary capacity in leading first line approvals for Adobe's Deal approval process. This role includes analyzing and structuring sales transactions to further Adobe goals while reducing sales cycles in an effort to accelerate deal closure. This will be accomplished by meeting with Sales teams to identify Customer's critical business issues and assist in structuring transactions that meet both Adobe's requirements and Customer needs. You will act as the initial point of contact for Sales reps requiring non-standard deal structures and be the first line Controller review for all enterprise sales deals. Supports all Commercial/Public Sector related activities including, but not limited to, deal structuring, contract creation, pricing, review and approval for offers, contract management and providing support to field sales for quoting purposes. Responsibilities: • Lead the day to day contract creation and deal approval processes, meet with sales teams, communicate via detailed proposals with various corporate partners (Finance, Product Business Units, Professional Services, Legal, Licensing, Credit, Order Management, and Revenue Assurance) to articulate deal value in a consistent manner, meet with customers during the deal creation and negotiation process, forecast deal status and communicate to FP&A and executive sales management. Skills and Experience: • Bachelors in Finance or Accounting or equivalent experience • Proven experience in FP and A, Sales Finance, Sales Operations or Deal Desk. • Experience drafting and analyzing binding sales agreements. • Ability to work independently in a fast paced environment. • Demonstrated capability to build strong working relationships with internal stakeholders. • Experience in structuring multi-element contracts including subscriptions, licenses, services and support. • Proficient in software revenue recognition accounting, SOP 97-2 and related. • Strong communication, organizational and problem-solving skills. • Excellent oral and written communication skills. Compensation: • Up to $35.21 per hour. 35833647

🔹 We Are Hiring! Entry-Level Finance 🔹 Job Title: Entry-Level Finance/Operations Analyst Industry: Financial Services Contract: 6-12 months (Possible Extension/Perm) Pay Rate: $20.00-24.00/hour 🔹Job Description🔹 We are seeking a recent graduate entry-level finance/operations analyst to join a reputable financial services firm in South Jordan, UT! In this dynamic role, you will support daily financial operations, conduct data analysis, and contribute to optimizing business processes to enhance operational efficiency. Key Responsibilities: Assist with financial analysis, reporting, and budget tracking. Provide excellent customer service by guiding clients on financial products and account management within a banking environment. Prepare and assist with the creation of reports and presentations for senior management. Work collaboratively with cross-functional teams to streamline and improve financial processes. What We're Looking For: 0-2 years of relevant experience in finance or operations. Bachelor's degree in Finance, Accounting, Business, or a related field. Strong proficiency in Microsoft Excel (including data analysis and reporting). Excellent communication and organizational skills. 🔹Perks & Benefits: Pride Global offers eligible employees: Comprehensive healthcare coverage (medical, dental, and vision) Extra benefits like accident, critical illness, and hospital indemnity insurance 401(k) retirement savings plan to help you build for the future Life and disability insurance for peace of mind Employee assistance program, legal support, and much more! Discounts with preferred vendors and even pet insurance!

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.

Looking for a highly capable Financial Analyst who can build and sustain finance expenses and reporting models, engage with upper management as a strong business partner. This position will provide direct support for the director of Global Finance helping to support multiple global functions inclduing R&D, Quality, Marketing, Program Management and G&A. A successful candidate will exhibit strong business insight with a desire and ability to understand the business and not simply report on the business. They must not only be at ease partnering with senior management on resource and planning needs, but also enjoy identifying and driving operational improvements across the Finance and Accounting organization.

Job Title: Deal Desk Analyst Duration: 6 months Contract Type: W2 only Pay Rate: $35.21/Hour Work in a fiduciary capacity in leading first line approvals for Client's Deal approval process. This role includes analyzing and structuring sales transactions to further client's goals while reducing sales cycles in an effort to accelerate deal closure. This will be accomplished by meeting with Sales teams to identify Customer's critical business issues and assist in structuring transactions that meet both Client's requirements and Customer needs. You will act as the initial point of contact for Sales reps requiring non-standard deal structures and be the first line Controller review for all enterprise sales deals. Supports all Commercial/Public Sector related activities including, but not limited to, deal structuring, contract creation, pricing, review and approval for offers, contract management and providing support to field sales for quoting purposes. Ensures deals are structured and processed efficiently and align to company policies. Reviews, interprets and confirms contract terms and conditions; works closely with finance and legal teams to ensure all contracts are accurate. Verifies compliance with internal policies (and external regulations). Responsible for drafting, modifying and finalizing contracts, including new and add-on business. Responsible for the handling of day-to-day queries from groups including, sales, sales development and account management teams using quoting tools and/or CRM system. May support sales enablement group. Resolves problems through research, consulting with internal support teams, to identify the appropriate tools for success. Review and approve deals for company's customers and prospects. What you'll Do You will lead the day to day contract creation and deal approval processes, meet with sales teams, communicate via detailed proposals with various corporate partners (Finance, Product Business Units, Professional Services, Legal, Licensing, Credit, Order Management, and Revenue Assurance) to articulate deal value in a consistent manner, meet with customers during the deal creation and negotiation process, forecast deal status and communicate to FP&A and executive sales management. Skills: Bachelors in Finance or Accounting or equivalent experience Proven experience in FP and A, Sales Finance, Sales Operations or Deal Desk. Experience drafting and analyzing binding sales agreements. Ability to work independently in a fast paced environment. Demonstrated capability to build strong working relationships with internal stakeholders. Experience in structuring multi-element contracts including subscriptions, licenses, services and support. Proficient in software revenue recognition accounting, SOP 97-2 and related. Strong communication, organizational and problem-solving skills. Excellent oral and written communication skills Education: Bachelor's in Finance or Accounting or equivalent experience

Who You'll Work With As a modern technology company, our Slalom Technologists are disrupting the market and bringing to life the art of the possible for our clients. We have passion for building strategies, solutions, and creative products to help our clients solve their most complex and interesting business problems. We surround our technologists with interesting challenges, innovative minds, and emerging technologies. Slalom Workday Consultants work in partnership with our clients to ensure maximum value out of their Workday investment. Workday consultants serve as subject matter experts in a variety of strategic and high-impact projects, guiding clients from strategic planning to implementation and sustainment. You will also support Workday customers at every stage of the lifecycle including early strategy and selection, implementation, and ensuring continued success after go-live. Our Workday Advisory capability partners with our clients to deliver Workday strategy and readiness, implementation support, and optimization and road mapping. What You'll Do * Work with clients to understand strategic objectives related to Workday Financials including requirements gathering, business process and functional design, data strategy tailored to our clients unique needs * Implement initiatives related to the client overall Finance Transformation objectives * Support client in all the phases of the implementation including phase 0 readiness activities, health check assessments, phase 1 and X deployments * Lead process re-design efforts by guiding clients to define outcomes and work backward to define the process and cross-functional touchpoints * Support clients in post-production assessment and enhancement opportunities * Support clients in delivering Workday Fins training to end users * Collaborate across Slalom practices and offices to deliver a holistic and coordinated solution * Act as a client advocate and trusted advisor * Regional travel opportunities * Location is flexible within the US What You'll Bring * 3+ years of hands-on Workday Financials functional implementation experience * Workday Financials certification in at least 1 area (Record to Report, Order to Cash, Purchase to Pay) * Strong understanding of Workday Methodology * Proven ability to influence a wide variety of audiences - technical and business clients, Finance functions, and all levels of employees * Proven ability to see around corners thinking about both the big picture and individual needs * Excellent written and oral communications skills Preferred Qualifications * Proficiency with multiple Finance Business Processes * Workday Financials Reporting experience a plus * Experience leading teams and managing resources About Us Slalom is a purpose-led, global business and technology consulting company. From strategy to implementation, our approach is fiercely human. In six countries and 43 markets, we deeply understand our customers-and their customers-to deliver practical, end-to-end solutions that drive meaningful impact. Backed by close partnerships with over 400 leading technology providers, our 13,000+ strong team helps people and organizations dream bigger, move faster, and build better tomorrows for all. We're honored to be consistently recognized as a great place to work, including being one of Fortune's 100 Best Companies to Work For seven years running. Learn more at slalom.com. Compensation and Benefits Slalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer yearly $350 reimbursement account for any well-being-related expenses, as well as discounted home, auto, and pet insurance. Slalom is committed to fair and equitable compensation practices. For this position at the Senior Consultant level the base salary pay range is $110,000 to $203,000. In addition, individuals may be eligible for an annual discretionary bonus. Actual compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time. EEO and Accommodations Slalom is an equal opportunity employer and is committed to inclusion, diversity, and equity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans' status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team if you require accommodations during the interview process. We will accept applications until May 31, 2025. #LI-AK1

We are seeking a detailed oriented and high performing team member to work hands on with finance leadership with a variety of treasury operation activities including managing daily cash flow and liquidity, banking relationship management, and debt facility transactions. Duties include: Treasury cash operations support including wires, ACHs, book transfers, positive pay, fraud filters, debt borrowing activities (etc) using treasury management systems and online banking portals Assist with preparation of complex bank documentation to open and close bank accounts; responds to bank AML/KYC compliance inquires; and assists with bank relationship management Becomes familiar with using all types of treasury products and services, managing bank signatory authority lists, and online banking service profile user set up Assists with daily cash position reporting needs and prepares ad hoc balance reporting requests Assists with debt facility compliance reporting as requested Assists with short-term cash investing activities Analyze bank service charges and recommend cost savings Assist with process improvements, treasury shared service initiatives, special projects, and evaluations of new treasury technology Ensures compliance with SOX and SOC internal controls, policies and procedures We are looking for someone with… Extraordinary attention to detail with strong administrative skills Knowledge of Treasury concepts, banking systems, and familiar with AML/KYC/OFAC Can effectively communicate internal and external stakeholders including company executives, investor relations, bankers, and investors Strong Microsoft office skills including Outlook, Word, Excel and PowerPoint General understanding of accounting procedures and processes Ability to work in a fast-paced, multi-dimensional environment Bachelor's Degree in Accounting, Finance, Economics or related quantitative field required 1-2 years of Treasury, Finance, Accounting experience CTP, CPA, CFA - Desirable; Experience with Kyriba (or Treasury Management Systems) or Real Estate companies a plus! What we offer Full Insurance benefit suite including Medical Insurance, Dental Insurance, Vision Insurance, Critical Illness Insurance, Accident Insurance, Short Term Disability, Legal & Identity Theft Insurance, and Pet Insurance. Company paid Life Insurance (option to buy additional available) and Long-Term Disability. Access to benefits concierge service. Access to Mental Health & Well-Being service. 401K:Bridge Investment Group will match your contributions dollar-for-dollar, up to 6% of your pay. These contributions are fully vested immediately. Eligible employees are automatically enrolled at a 4% contribution rate. *The employee must be at least 21 years of age and have worked for the Company for at least 60 days. Paid Time Off: Employee will accrue 5.23 hours of paid time off per pay period for a total of 17 days per year. 11 Paid Holidays per year. Following six (6) months of employment at the Company, you will be eligible per birth, adoption or placement of a child for four (4) weeks of paid parental leave as the primary caregiver to the child or two weeks of paid parental leave as the secondary caregiver to the child. Following two years of employment at the Company, you will be eligible for twelve weeks of paid parental leave per birth, adoption, or placement of a child if you are the primary caregiver of the child. Tuition Reimbursement: Up to $5,000 per year of pre-approved tuition expenses will be reimbursed upon submission of approved documentation. Repayment obligations may apply if employment terminates prior to 24 months. We at Bridge acknowledge and appreciate the uniqueness of each individual, understanding that our people are the key to our success. We are committed to fostering an inclusive environment where everyone feels respected and valued. Our dedication extends beyond our business goals to making a positive impact in our communities and upholding Sustainability and Responsibility (S&R) principles at our properties and corporate locations. We evaluate all candidates based on merit, without any discrimination based on race, color, religion, sex, age, disability, sexual orientation, national origin, or any other category protected by law. As an equal opportunity employer, we are devoted to creating an inclusive hiring process. We actively work to eliminate barriers and provide reasonable accommodations to qualified individuals with disabilities. Our goal is to provide fair opportunities and access throughout the recruitment, hiring, and employment experience. Your specific needs are important to us. If you need accommodations related to a disability or any other protected status during the recruitment process, please email **************************. Want to talk with someone about Bridge Culture? At Bridge, we understand that joining a new workplace is a significant decision. To help you gain deeper insights into our culture, we offer "Culture Conversations." This initiative reflects our commitment to transparency, diversity, and inclusivity. Culture Conversations are voluntary, one-on-one sessions designed for applicants to connect directly with our diverse staff members. It's your chance to explore the Bridge work environment, ask questions, and get a genuine feel for what it's like to be part of our team. How it Works: Culture Conversations are entirely voluntary. Feel free to opt in based on your comfort and curiosity. Choose Your Conversation Partner: We believe in the power of choice. Browse through our diverse group of staff members and select someone you'd like to have a conversation with. This ensures that you connect with someone whose experiences and insights align with your interests. No Impact on the Hiring Process: Your decision to participate or not in Culture Conversations has no bearing on the hiring process. We value your time and references. Why Participate: You get to have a firsthand understanding of our workplace culture. Informed decisions lead to fulfilling careers. Culture Conversations empower you with the information needed to make the right choice for your professional journey. Personalized Connection: Connect with an employee who resonates with your professional interests. Inclusivity: Embrace diversity by choosing a conversation partner from various backgrounds and roles.

JobID: 210590579 JobSchedule: Full time JobShift: : At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities * Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity * Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity * Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments * Provide a holistic view of clients' needs and financial coaching beyond investments * Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills * At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners * Demonstrated ability and commitment to goals-based planning and advice * A valid and active Series 7 * A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment * A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills * Certified Financial Planning (CFP) certification is preferred * Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Dentist Advisors OUR PURPOSE Connect. Educate. Empower Dentist Advisors has quickly grown from a small start-up to a nationwide leader in personal financial planning and investment management for dentists. Through deep expertise in the dental market, and significant investments in technology and educational content, we've unlocked a platform that delivers proactive and personalized advice to thousands of dentists across the country. Both our content marketing program and our technology are rooted in a long-term, behavior-first planning approach that empowers people to live in the moment. OUR CORE VALUES Win together Be direct Embrace change See it through Make it fun THE POSITION We are seeking an experienced financial advisor who will help dentists embrace the habits of holistic financial health. Through collaboration with internal team members and industry partners, you will serve as the point person for your clients' financial plans to help them make smart financial decisions. You will oversee investment strategies, coach clients through complex financial decisions, and be a voice of authority within our firm. You will also participate in business building activities which include selling, business development, training, recruiting, social outreach, speaking, and content creation. JOBS TO BE DONE Conduct initial consultations with prospects and and secure new relationships Design and implement financial plans for new clients Own the construction, implementation, and execution of investment plans Approve client-facing reports Provide ongoing, proactive, and comprehensive financial guidance for clients Lead business development initiatives and collaborate with the marketing team for lead generation Train, mentor, and collaborate with other advisors Recommend and implement changes to improve the client experience REQUIRED SKILLS AND EXPERIENCE Bachelor's degree 3+ years of financial advisor experience Financial securities license Strong technical competence related to retirement plans, investment accounts, tax strategy, insurance, corporate structure, real estate, personal finance, and debt management Well versed in investment academics, MPT, 4-Factor model, passive management, and conversant in the science of investing PREFERRED EDUCATION, SKILLS AND EXPERIENCE Bachelor's degree in finance, accounting, or business CFP designation Masters in Finance (MSF), Business (MBA), or Financial Services (MSFS) Experience working with dentists, medical professionals, or other high net worth clients Familiarity with Salesforce CRM and eMoney software WHO YOU ARE Strong interpersonal skills, with the ability to gain the trust of successful professionals Excellent written and verbal communicator Prioritize getting it right over being right Comfortable in a start-up environment Collaborative Willing to challenge clients, employees, and management directly Able to receive direct feedback constructively Organized Attentive to details Self-starter and learner Willing to adapt to rapid change Reliable This position's compensation package includes: Opportunity to join a high-growth firm with a start-up mentality Group health insurance 401(k) retirement plan (up to 6% company match) Company-paid life and disability insurance Generous paid time off schedule Paid parental leave Gym membership Continuing education reimbursement Complimentary investment management service Regular offsite team building events

84604 Job Family: AD - Administration, Non-Exempt Jobs We are seeking a talented and motivated Financial Analyst Summer Intern with a strong interest in financial analysis and research. The intern will play a key role in supporting our finance team with various tasks, including financial modeling and analysis, specifically related to the Cost of Goods Sold (COGS) section of the Income Statement. This full-time internship is located at our Provo, Utah office. This is a 12 week, full-time, paid internship (typically beginning of May-end of July). Responsibilities include: Conduct research and analysis on potential cost-saving opportunities and improvements in efficiencies within the Cost of Goods Sold section of the Income Statement Assist in the creation of financial models in Excel to support decision-making, strategic planning, and financial analysis Work with the Fleet Operations team to gather essential financial data for various financial and efficiency analyses Develop and implement a repeatable monthly process to analyze fleet expenses, helping to identify inefficiencies in spending and fleet utilization Provide support on ad-hoc financial analysis projects and assist in other tasks as needed Qualifications: Currently enrolled in an undergraduate finance program or a related business major. Strong analytical and quantitative skills with proficiency in financial modeling and analysis Excellent communication skills, both written and verbal Proficiency in Microsoft Excel and PowerPoint Ability to work both independently and collaboratively in a fast-paced environment Strong attention to detail and excellent organizational skills Prior internship or coursework related to financial analysis is preferred Aptive Environmental: Aptive Environmental provides pest control services to 34 states in the US. Co-founded in 2015 by Vess Pearson and David Royce, Aptive launched with the clear intention of becoming a world-recognized brand. In 2021, Aptive was included in Inc. Magazine's “Best in Business” list of companies that make a positive impact. Aptive is also featured on Glassdoor's 2019 list of Top 100 US workplaces and is ranked one of Entrepreneur Magazine's Best Companies in America. We are a proud member of the EPA's Pesticide Environmental Stewardship Program and have partnered with the United Nations Foundation's "United to Beat Malaria" to help stop the spread of malaria transmitted by mosquito bites. *Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please inform your recruiter.

84604 Job Family: AD - Administration, Non-Exempt Jobs We are seeking a talented and motivated Financial Analyst Summer Intern with a strong interest in financial analysis and research. The intern will play a key role in supporting our finance team with various tasks, including financial modeling and analysis, specifically related to the Cost of Goods Sold (COGS) section of the Income Statement. This full-time internship is located at our Provo, Utah office. This is a 12 week, full-time, paid internship (typically beginning of May-end of July). Responsibilities include: * Conduct research and analysis on potential cost-saving opportunities and improvements in efficiencies within the Cost of Goods Sold section of the Income Statement * Assist in the creation of financial models in Excel to support decision-making, strategic planning, and financial analysis * Work with the Fleet Operations team to gather essential financial data for various financial and efficiency analyses * Develop and implement a repeatable monthly process to analyze fleet expenses, helping to identify inefficiencies in spending and fleet utilization * Provide support on ad-hoc financial analysis projects and assist in other tasks as needed Qualifications: * Currently enrolled in an undergraduate finance program or a related business major. * Strong analytical and quantitative skills with proficiency in financial modeling and analysis * Excellent communication skills, both written and verbal * Proficiency in Microsoft Excel and PowerPoint * Ability to work both independently and collaboratively in a fast-paced environment * Strong attention to detail and excellent organizational skills * Prior internship or coursework related to financial analysis is preferred Aptive Environmental: Aptive Environmental provides pest control services to 34 states in the US. Co-founded in 2015 by Vess Pearson and David Royce, Aptive launched with the clear intention of becoming a world-recognized brand. In 2021, Aptive was included in Inc. Magazine's "Best in Business" list of companies that make a positive impact. Aptive is also featured on Glassdoor's 2019 list of Top 100 US workplaces and is ranked one of Entrepreneur Magazine's Best Companies in America. We are a proud member of the EPA's Pesticide Environmental Stewardship Program and have partnered with the United Nations Foundation's "United to Beat Malaria" to help stop the spread of malaria transmitted by mosquito bites. * Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please inform your recruiter.

🔹We Are Hiring! Financial Analyst Junior🔹 Job Title: Financial Analyst Junior Industry: Financial Services Contract: 12 months (Possible Extension/Perm) Pay Rate: $21.00 - $24.00/hour 🔹Job Description: We are seeking a highly organized and detail-oriented recent graduate Financial Representative Junior to handle client requests, ensure precise documentation, and perform comprehensive quality reviews. In this role, you will assist with account-related inquiries, work across multiple systems, and collaborate with various teams to address policy-related questions and resolve issues. Strong communication and teamwork skills are essential to provide efficient solutions and deliver outstanding service to our clients. Responsibilities: Review and approve client requests, ensuring compliance with policies. Respond to inbound inquiries through multiple channels, offering accurate solutions for account, product, and service-related issues. Apply business judgment to identify and escalate unusual activities. Requirements: Bachelor's degree required: concentration in Business, Finance, or Accounting. Proficiency in MS Office (Excel, PowerPoint, Word, Outlook). Strong organizational, analytical, and communication skills. 0-2 years of relevant experience in finance or operations. 🔹Perks & Benefits: Pride Global offers eligible employees: Comprehensive healthcare coverage (medical, dental, and vision) Extra benefits like accident, critical illness, and hospital indemnity insurance. 401(k) retirement savings plan to help you build for the future. Life and disability insurance for peace of mind. Employee assistance program, legal support, and much more! Discounts with preferred vendors and even pet insurance! 🚀 Ready to elevate your career? Join a team that prioritizes growth and development. Apply today and take the next step in your professional journey!

Help train AI models to become more accurate, relevant, and safe in Psychology! Earnings: Hourly rate: up to $40 per hour USD , depending on your level of expertise About the Opportunity: Cutting-Edge Projects: Work on challenging projects that push the boundaries of AI Flexibility: Set your own hours and work remotely from anywhere Weekly payouts: Get paid conveniently on a weekly basis Professional growth: Gain valuable experience in AI while honing your writing skills and deepening your domain expertise Collaborative environment: Join a team of talented professionals who share your passion for AI Duration: Variable depending on project length, flexible hours Responsibilities: Train AI models by creating and answering questions related to your field Evaluate and rank responses generated by AI Leverage your domain expertise to assess the factuality and relevance of text produced by AI models Qualifications: Minimum : A bachelor's or higher degree in Psychology or a related subject Preferred : Graduate student, Masters, PhD, or equivalent proficiency in Psychology or a related-field Excellent English verbal and written communication skills Attention to detail and ability to spot errors or inconsistencies in writing Nice to Have: Professional writing experience as a researcher, journalist, technical writer, editor, or similar roles Solid subject matter knowledge in other Psychology subfields Interest in AI and machine learning concepts Additional Note: This is a freelance position that is paid on a per-hour basis. We don't offer internships as this is a freelance role. You also must be authorized to work in your country of residence, and we will not be providing sponsorship since this is a 1099 contract opportunity. However, if you are an international student, you may be able to sign up if you are on a visa. You should contact your tax/immigration advisor with specific questions regarding your circumstances. We are unable to provide any documentation supporting employment at this time. Please be advised that compensation rates may differ for non-US locations.

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