Finance Consultant Jobs in Oatfield, OR

Infinite Heights Wealth Management is a boutique, financial planning firm in Portland, OR with a focus on holistic planning for women leaders, entrepreneurs, and business owners. Our mission is to help people live extraordinary lives and to live with a sense of purpose and possibility. We are committed to giving that same energy to our team and to fostering an authentic, loving, and inspiring community and culture. Job Description: We are seeking a driven Financial Advisor to join our growing team. This is a W-2 commission-based role, ideal for a professional who thrives in a client-centric environment and is passionate about delivering holistic financial planning solutions. The ideal candidate will have a strong background in financial planning, business development, and relationship management. A CFP designation is highly desired and will be a significant factor in candidate selection. As a Financial Advisor at Infinite Heights Wealth Management, you will have the opportunity to build and manage your own book of business while leveraging the firm's resources, mentorship, and support. Our firm's mission-driven approach ensures you have the tools and flexibility to create lasting client relationships and achieve professional growth. Key Responsibilities: Client Acquisition & Relationship Management: Develop and maintain strong relationships with clients by providing comprehensive financial planning, investment, and wealth management strategies. Financial Planning & Strategy: Work closely with clients to assess their financial goals, risk tolerance, and investment strategies to develop tailored financial plans. Business Development: Generate new business through networking, referrals, and marketing initiatives while maintaining an active pipeline of prospective clients. Client Service & Engagement: Provide ongoing financial guidance, conduct portfolio reviews, and adapt plans to evolving client needs. Compliance & Documentation: Ensure all client interactions and transactions comply with regulatory requirements and firm policies. Collaboration & Professional Development: Engage in firm-wide initiatives, training, and industry events to stay current on financial planning best practices and market trends. Qualifications: Education: Bachelor's degree in Finance, Business, or a related field. Experience: Minimum 3+ years of financial advisory experience with a proven track record of client acquisition and retention. Licenses: Active Series 7 and 66 (or 63/65) licenses required. Life & Health Insurance License preferred or must obtain after employment. Certification: CFP designation is highly preferred or in progress. Technology Skills: Familiarity with financial planning software (eMoney, Wealthbox, or similar CRM tools) and strong ability to adapt to new technology. Soft Skills: Exceptional communication, presentation, and interpersonal skills with a client-first approach. Entrepreneurial Mindset: Ability to work autonomously while leveraging firm resources and mentorship to grow your practice. Compensation & Benefits: Compensation Structure: W-2 commission-based pay model, with a competitive payout structure and clear growth potential. Base Salary: Commensurate with experience and skills. Performance-Based Incentives: Bonus opportunities tied to production and client satisfaction. Benefits: Comprehensive medical, dental, and vision coverage. Employer-matched 401(k). Professional Development: Ongoing training, mentorship, and opportunities for advancement within the firm. This role is ideal for a growth-oriented financial professional who wants to align with a mission-driven firm and make a lasting impact on clients' financial well-being. If you are ready to elevate your career and be part of an inspiring and collaborative team, we invite you to apply.

Comp: Base + Bonus Financial Professional What we need: Attention finance, insurance, and sales professionals-are you ready to take on a position that challenges your skills and rewards your performance? Cetera Financial Institutions is looking for motivated and capable individuals to fill the role of a Financial Professional. For more information, and to apply online, please scroll down. What you will do: The Financial Professional position is responsible for meeting with current and potential bank customers to help determine the best way to serve those customers' investment planning goals. Get more out of your career with a company that invests in YOUR success - Welcome to Cetera! The Financial Professional will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include: · Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances · Advising the customer regarding the advantages, risks, and disadvantages of different products · Developing internal referral resources to identify customers · Identifying external prospects and expanding new client relationships · Identifying cross-sell opportunities, including opportunities to refer customers to other lines of bank representatives through proper customer profiling and needs-based selling · Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales · Maintaining all necessary licenses and registrations as required · Successfully completing all mandatory training in a timely manner · Maintaining superior and courteous service to promote products and expand customer relationships · Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism What you need to have: With a strong focus on sales and customer service, the Financial Professional should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do. Additional requirements of this position include: · FINRA Series 7, 63 (Required) · State Life & Health Insurance License of state where applying · Strong sales, marketing, and business development skills · 2 years of experience in finance, insurance and/or banking Really catch our eye with: · FINRA Series 65, or 66, preferred · College degree, preferred What we give you in return: Cetera Investment Services, LLC. is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 450 institutions with assets ranging from $15 million to $100 billion nationwide. At Cetera, we're committed to helping you reach your goals - both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you'll have access to: · A clear transition plan and timeline so you know what to expect, and when · Our orientation course to give you an overview of all the tools and services available to you · Assistance with account transfers and paperwork, and frequent updates on their status · Help with communications to your current clients about your transition · In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform · New business cards, stationery, and email address · An introduction to our vast marketing resources, so you can start using them with current and prospective clients Cetera Financial Group is a fast growing company that is in the midst of tremendous change. Our jean friendly culture is one that expects all the highest quality customer service that will turn our clients into raving fans. Our competitive Health program offers a comprehensive benefits package that supports healthy lifestyles, preventative care and helps to protect against hardship. Our retirement plan offers our employees the opportunity to plan ahead for a strong financial future well beyond their working years. About Cetera Financial Group Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. For more information, visit ***************************** * "Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, First Allied Securities. Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

About Our Financial Advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. As you build your financial planning practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way. Choose a career where changing someone else's life for the better is also life-changing for you - personally, professionally, and financially. Have you ever thought of starting your own business but not sure how to get started? A successful advisor has typically reached a ceiling and looking for a career change where they can translate their talents elsewhere. They possess an entrepreneurial spirit, experience in business development or sales, strong self-motivation, interpersonal and communication skills, a high standard of ethics, and shows interest in business or finance. The Advisor career with Northwestern Mutual allows one the opportunity to: Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. We also provide guidance on basic financial literacy to help our clients achieve financial security long term. Maintain autonomy and flexibility to build their own practice while receiving support from our firm's exceptional network of financial specialists, fully paid training and educational programs, and mentoring opportunities. You are in business for yourself but not by yourself! Develop a career with NM that not only provides outstanding self-determined income potential, but will more importantly provides the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity. Desired Skills and Experience: BA or BS degree from a four-year institution preferred. Candidate must be an accomplished communicator with strong verbal and written skills. Prior sales and/or business experience preferred. Candidate must also possess a history of personal and professional success. Prior financial services experience not needed -- extensive training platform provided. ** Must be located in Portland or already planning to move here ** While you help provide financial security to your clients, Northwestern Mutual is committed to offering its financial advisors a comprehensive compensation and benefits program which includes: Uncapped Income Potential Flexibility of your schedule Leadership Opportunities Sponsorship of Licensing/Credentialing Robust development bonuses to aid as you launch your business Expense Allowance Comprehensive Medical, Dental and Vision Coverage Retirement Package; Pension Plan Group Life and Disability Income Insurance Job Type: Full-time Pay: $80,000.00 - $150,000.00 per year Benefits: Dental insurance Health insurance Retirement plan Vision insurance Compensation package: Bonus opportunities Commission pay Uncapped commission Schedule: Monday to Friday Education: Bachelor's (Preferred) Experience: Sales: 4 years (Preferred) Ability to Commute: Portland, OR 97201 (Preferred) Ability to Relocate: Portland, OR 97201: Relocate before starting work (Required) Work Location: In person.

This licensed Financial Representative or Investment Advisory Representative will work as a 1099 independent contractor to sell life insurance and retirement. Work can be done remotely across the Seattle and/or Portland metropolitan areas/markets. Partnering with a local agent, this person will have access to an existing customer base with thousands of existing households. This person will be expected to deepen relationships by tailoring products to customers' specific needs and develop strong partnerships to create a solid client base. The company offers a full suite of financial products to be sold including: * Life insurance. * Annuities (fixed, indexed, variable). * Mutual funds. * IRAs. * 403(b)s and 529s. * Workplace life and supplemental health insurance. * Fidelity Custody Clearing and Solutions. * UITs and Managed Assets. * FMAX -- Investment Advisory platform * Buffered and traditional UIT's As with any 1099 insurance sales position, this is paid via commission and bonuses only. The top 50 performers in this role last year made $525K on average. The average of the lowest performers was $120K. REQUIRED SKILLS AND EXPERIENCE - At least 1-2+ years of experience selling financial products and insurance or an internship in the industry - This person needs to be licensed to sell life and health insurance or be willing to get this licensure immediately - Need to have either of the two combinations: - Series 6 and 63, with either 65 or 66 - or Series 7 (and 63 if state requires it) with either 65 or 66 - Outgoing personality and sharp communication skills to be able to build and maintain client relationships

LHH is working with one of our favorite long term clients to hire again!!! This role is Onsite in Portland, OR (not open to remote out of state) and requires working knowledge of Inventory or Manufacturing. Position: Financial Analyst Compensation: $80-95K base + 20% bonus that is dependable ($95-115K all in) 7% retirement package More than 3 weeks PTO Generous and Comprehensive healthcare package - employee rates have not increased in 5 years! Health club reimbursement; donation matching, STD, LTD Have their own credit union Hours/Schedule: Onsite 40-50 hours weekly Job includes: Budgeting and Forecasting (25%), Analytics of Performance and Reporting (75%) Supports variable overhead and fixed cost analysis, tracking of indirect expenses and labor Inventory - valuation, reconciliation in the GL, Forecasting inventory quantities Includes elements of Accounting and Cost, but more focused on the Financial Analysis Collaboration and Communication with Operations, Supply Chain, Production We are looking for: BS Degree in Accounting, Finance, Economics. MBA strongly preferred 2-5 years of experience in GL accounting or Financial Analysis in a Corporate setting Working knowledge of budgets, forecasts, or variance analysis Must have base knowledge in accounting as well Manufacturing industry experience preferred; must have working knowledge of tangible products/inventory Must be someone who matches the cultural notes below Cultural notes: We are looking for a driver personality; someone with their eye on growing within the company A critical thinker, Attributes of curiosity, and a temperament for collaboration Asks questions, digs in and researches sometimes, but also willing to learn from those around them To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to *******************************************

We are hiring IMMEDIATELY for a Director of Finance and Control to join us! Salary: $110K - $170K; **UP TO $3500 IN RELOCATION ASSISTANCE & UP TO $2000 TOWARDS FIRST MONTH RENT/MORTGAGE** The DFC will coordinate all general accounting activities in accordance with generally accepted accounting principles (GAAP) and fiscal management activities appropriate for non-profit companies and the health care industry. The DFC is also responsible for assurance and consulting (internal control), developing continuous improvement quality assurance and quality improvement (QA/QI) metrics, key performance indicator (KPI) metrics and safe guarding the organization's assets. The DFC is a member of CLIENT's Administrative Council (AC) which performs the duties of the organization's Chief Executive Officer (CEO). As such, the DFC duties and responsibilities go far beyond the core financial and control activities and include the duties and responsibilities of a CEO. Qualifications: - Bachelor's Degree in Accounting. - Certification as a Certified Managerial Accountant (CMA) and Certified Strategy and Competitive Analyst (CSCA) is preferred. - A demonstrated wide breadth of organizational, business and accounting experience and knowledge in order to perform at an executive level as a member of AC. - Knowledge in state and local funding streams and rules, experience in a healthcare related industry, billing and electronic health record systems is preferred. - Must possess a valid Oregon Driver's license and be insurable for client service purposes, travel between business offices, and to attend required meeting and/or trainings. Essential Functions: Knowledge Of: Fund Accounting, principles of accounting, budgeting, auditing, strategic concepts, continuous improvement theory and models, tax-exempt organizations, laws, regulations and guidelines pertaining to the health care industry and government grants. Ability To: Provide proper procedures to maintain a fiscally sound operation; examine and verify financial documents; make independent decisions when warranted; deal tactfully with personnel, clients, visitors, staff, board members, government representatives, and the general public; work harmoniously with staff; seek out new methods and principles and be willing to implement them into existing practices. "Careers and companies flourish when staff, clients, and candidates truly believe in the mission, know the role they play, and humbly reflect, evaluate, and act for the best interest of the communities served".

US-OR-GRESHAM Type: Regular Full-Time Mount Hood Medical Center campus At Legacy, we understand that making life better for others involves compassion in all of our interactions. Guiding patients toward important financial decisions while being sensitive to difficult or stressful circumstances is an important aspect of the care we provide. If you share this commitment and you'd like to grow with our patient-focused healthcare system, we'd like to talk to you. The financial counselor assists patients and their families often in difficult times, providing financial, insurance and payment options to resolve patient balances. In addition, the financial counselor helps patients applying for various financial programs such as Oregon Health Plan, Medicaid, Crime Victims and Charity Care, and provides cost estimates upon request. Responsibilities Provides Customer Service Effectively communicates directly with patients, families, physicians, payors, attorneys, Clinical Resource Coordinators, Utilization Review Coordinators, and toerh providers while inhouse (patient), in person, by phone, or written correspondence. Maintains positive communication and presentation skills with patients/customers of diverse ethnic cultural backgrounds and sensitive financial situations. If unable to contact patient while inhouse, contacts patient after discharge to discuss financial arrangements. Ensures all accounts for patient are discussed with patient at time of contact. Reviews patient account to determine if balance billed for is correct. Accurately communicates account status and pending action to customers. Coordinates patient account affects of pre-authorizations, second opinions, insurance benefit limitations, high dollar deductibles/copays with patients and families while maintaining positive personal relations. Assists patients in determining eligibility for Cobra assistance. Determines if patient meets OHP eligibility criteria; may meet directly with patient or family member to complete OHP form and enroll patient in OHP. Also assists patients with other available financial resources such as Crime Victims, Medicaid in other states, Family Health Insurance Assistance Program (FHIAP) and Charity Care. Sets Payment Arrangements Understands and communicates Legacy payment policy to patients, guarantors and other appropriate individuals. Calculates payment options per Legacy policy, abiding by laws governing payment plans and payment contracts. Documents all options discussed and payment plan established. Monitors payment plans after they have been established. Rebills, transfers payments, requests refunds or adjusts misapplied payments as necessary. Reviews pre-admit accounts to determine if an account is truly self-pay, determines medical necessity, then contacts patient/guarantor regarding, deposits, payment arrangements or OHP. Performs Account Service Sets deadlines for future action on accounts; action taken includes but is not limited to scheduling follow-up, making adjustments, placing phone calls, turning accounts collections, checking for insurance coverage as necessary, and making payment arrangements. Understands and follows Legacy procedures for writing off small balance accounts. Request refunds when appropriate Determines when an audit is necessary. Understands and abides by laws governing customer Bankruptcy filings. Understands and abides by Legacy policy relating to accounts of deceased patients and laws governing account responsibility. May interview customers and assist as appropriate in obtaining needed demographic, insurance, health and financial information and completed/signed forms required for services and confirmation of payment source. Obtains pre-admission deposits. May verify insurance coverage, reviewing and validating registration, additional insurance, and provider information. Transfers appropriate accounts to hospital attorney Follows up on requests from attorney for billings, obtaining lien satisfactions, medical records or itemized statements. Provides advice to attorney on settlement questions. Maintains a working knowledge pertaining to Insurance Issues, which includes but is not limited to Motor Vehicles, Workman's Comp, Medicare, OHP/Washington Welfare/Medicaid Blue Cross and Commercial payors. Participates in Oregon Health Plan (OHP) training classes. Qualifications Education: High school graduate or equivalent Experience: Two years of directly applicable healthcare business office experience and/or applicable self pay collection experience Skills: Demonstrated negotiating, problem-solving and decision-making skills. Demonstrated understanding of complex collection issues inherent in high dollar/specialty accounts. Demonstrated knowledge of multi-payor systems. Demonstrated knowledge of billing/collection rules and regulations. Knowledge of online eligibility systems and status review of claims. Net Typing of 40 wpm and PC based computer skills. 10 key proficiency. Knowledge of medical terminology. Ability to work efficiently with minimal supervision, exercising independent judgment within stated guidelines. Demonstrated effective interpersonal skills that promote teamwork and cooperation. Ability to withstand varying job pressures, organize/prioritize related job tasks and demonstrate excellent attention to detail. Excellent public relations skills and demonstrated ability to communicate in calm, businesslike manner. Ability to multitask, learn new skills, and adapt to change. Ability to work in a fast-paced environment independently or as part of a team Legacy's Values in Action: Follows guidelines set forth in Legacy's Values in Action Equal Opportunity Employer/Vet/Disabled PI20950c30369c-26***********1

Job Details Experienced SOP - Portland, OR Full TimeSubaru of Portland - Finance Consultant Subaru of Portland, a dealership part of the O'Brien Auto Group is growing and currently looking for a Finance Consultant to join our team. As a Finance and Insurance (F&I) Consultant, you'll execute finance and insurance contracting and product sales for the dealership. As a F&I Consultant, you'll be responsible for attaining unit sales objectives on a daily, monthly and annual basis through additional revenue production generated by selling finance and insurance products to customers. Responsibilities Include, But Are Not Limited To: Offer and sell finance and insurance products including but not limited to financing, special financing, extended service contracts, and aftermarket products. Attain monthly and annual budgeted product sales, gross profit objectives taking action to meet or exceed department objectives. Ensure customer satisfaction throughout the F&I process. Adhere to dealership F&I policies and procedures established by the corporate office as well as generally accepted industry principles. Compliance with local, state and federal regulations. Ensure applicable controls are in place to monitor F&I practices and to safeguard dealership assets and customer data. Efficiently transition customers from sales to finance during the vehicle purchase process. Determine customer financing needs through consultative analysis. Present financing option quotes and products to enhance the customer's ownership experience. Establish and maintain key relationships with lenders. Process finance transactions, lender approvals, contracts in transit to fulfill the contracting process in a timely and efficient manner. Continued focus on achieving and maintaining above average F&I penetration rates for extended service contracts and additional products. Maintain professional personal appearance. Adhere to consistent and reliable work schedule. This position is paid 100% commission of personal production and unit counts or state Min Wage, whichever is greater. Subject to eligibility requirements, we offer the following benefits: Bonuses Vacation - based on hire date and paid based on position. Medical/Dental/Vision/RX Ancillary Benefits such as Short/Long Term Disability, Accident, Critical Illness, Life Insurance, Spousal/Child coverages 401(k) plus company match Qualifications: Finance and Insurance experience (Automotive) Available to work flexible hours and weekends Ready to hit the ground running Professional, well-groomed personal appearance Willing to submit to a pre-employment background check. Equipment/Machines/Tools Typically Used: phone, computer, adding machine, copier, calculator, stapler, fax machine, pencils/pens, letter opener, scissors, and rulers. Physical Demands: Required long periods (80-90% of work day) of standing and walking (on showroom floor, on dealership lot including interior and exterior of building). Capable of walking extensively on concrete. Infrequent sitting, stooping, kneeling, and crouching. Lifting 20lbs or less and carrying 10lbs or less on a frequent basis. Frequent pushing and pulling, twisting and turning of trunk, reaching and handling of objects, occasional climbing, balancing and crawling. Qualified candidates must have a valid driver's license, clean driving record, and the ability to pass a background check. Subaru of Portland is an equal opportunity employer and a drug-free workplace.

Columbia Credit Union, in partnership with CUSO Financial Services, LP (CFS), is seeking an Investment Advisor Representative to provide investment services for members of Columbia CU in the Vancouver, WA area. About Columbia Credit Union Columbia CU is a full-service financial institution with $2.3 billion in assets, over 100k members and we pride ourselves in our commitment to "Making Life Better" in the communities we serve. Since 1952, our commitment toward "Making Life Better" has earned us accolades and we are honored to be the recipient of several local community recognitions: * Best of Clark County Award / The Columbian: 2008-2024 * Best in Business Award / Vancouver Business Journal: 2013-2024 * Corporate Philanthropy Award / Portland Business Journal: 2017-2024 Columbia CU Guiding Principles * Mission: Bringing people together to make life better for themselves and their communities. * Value Proposition: Earning your trust with knowledgeable people and digital options so you can bank "Columbia" how and when you want. * Leadership Philosophy: Leaders at Columbia CU inspire enthusiasm and accountability that drive our mission. Leaders build engagement and communicate honestly and openly. By rallying everyone around our shared vision, Leaders model and expect the best from individuals and teams. Core Values * People - We have a passion for helping each other and our members. * Community - We have a passion for contributing to the success and growth of the communities we serve. * Financial Wellness - We have a passion for providing the financial education, tools and assistance that create financial wellness and stability for our organization, each other, our members and the communities we serve. Benefits * 100% paid Medical, Dental, Vision for employees - eligible the 1st of the month following hire date * Accrued PTO, Accrued Extended Sick Time and 11 Paid Bank Holidays * 401k Match- 100% match up to 6% employee contribution * Tuition Assistance * And More! About The Role As an Advisor you'll collaborate with other Columbia CU employees to create a stellar member experience, striving to make life better by offering insurance, investments, and advisory services exclusively to our membership. Our CFS Advisor will have the opportunity to build new business while taking over a well-established existing book with trails. RESPONSIBILITIES * Provide Columbia CU members with non-deposit investment and insurance products as registered and licensed by a third-party broker dealer under agreement with Columbia CU. * Using only the broker dealer's approved product list, provide investment advice regarding securities and manage accounts or portfolios of member-investors with a fiduciary duty to act in the best interest of Columbia CU's members. * Possess a thorough knowledge of the insurance and securities industry. * Maintain continuing education and legal requirements of FINRA, State Insurance, broker dealer and Columbia CU. * Build rapport and educate Columbia CU branch employees on appropriate referrals to the Investments and Insurance Group to increase member awareness of Columbia CU's investment and insurance services. * Proactively look for opportunities to refer member-investors back to Columbia CU staff when insured deposits or refinanced/reorganized debt would be compatible with member-investor's overall long-term financial goals. * As requested and approved by the Program Manager | VP Investments and Insurance Group, conduct and/or host seminars to increase member knowledge regarding options to work toward their long-term financial goals. * Open member accounts, initiate and confirm orders, maintain files and records, and prepare all required reports. Advise Program Manager | VP Investments and Insurance Group and OSJ of any issues requiring attention. * Maintain all information related to member accounts and affairs of the member in strict confidence. * Promote services and products to members and the community by engagement in sales activities through an integrated marketing program, including branch training and relationship development, telephone solicitation, individual and group presentations, direct mail programs, follow-up calling and other prospecting methods. * Meet individually assigned Gross Dealer Concession and all other Investments and Insurance Group and Columbia CU assigned goals. * Develop and actively work business plans by executing on periodic tactical strategies. * Provide timely and accurate reports to the Program Manager | VP Investments and Insurance Group as requested. * Maintain shared calendar so that fellow Columbia CU employees can easily schedule appointments. Uphold department service level agreements including prompt feedback regarding referrals. * Provide timely updates and notes in CRM system regarding prospective and current member-investor interactions. * Maintain appropriate segregation of Credit Union's NCUA and Investments and Insurance Group's non-NCUA marketing and operations in assigned branches. REQUIREMENTS * Minimum 5-7 years of financial advising experience with proven track-record of success in direct investment and insurance sales. * Bachelor's Degree in Business/related field or equivalent professional certification or graduate degree and/or an equivalent combination of education and experience. * Series 7, 63/65 or 66 Securities Registration and Variable Life and Health Insurance licenses, valid in Washington and Oregon. * Clean U-4 * Valid Driver's License to transport self between Columbia CU branches, Operations Center and community functions. * Flexibility to work evenings and weekends conducting workshops/seminars, attending training and Columbia CU staff meetings, and attending community networking and fundraising events supported by Columbia CU. COMPENSATION $77,968.80 + Incentive Columbia Credit Union follows all required COVID 19 health protocols Equal Opportunity Employer/AA Must be 18 or older to apply Qualifications/Skills Required * Financial Advising-Advanced * Direct Investment-Advanced * Insurance Sales-Advanced * Communications-Advanced * Customer Service-Advanced Behaviors Required * Team Player: Works well as a member of a group * Functional Expert: Considered a thought leader on a subject * Enthusiastic: Shows intense and eager enjoyment and interest * Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well Education Required * Bachelors or better in Business or related field. Experience Required * 5 years: * Professional Financial Advising in Investments and Insurance * Licenses & Certifications * Required * Clear FINRA BrokerCheck * Variable Life & Health * State Insurance License * Series 63/65 * Series 7 * Series 66 * Representatives are employed by Columbia Credit Union and registered through CUSO Financial Services, LP, (Member FINRA/SIPC). CFS is a broker-dealer and Registered Investment Advisor with a stable track record of serving the investment needs to credit unions and their members. To learn more about CFS visit *************** * Non-deposit investment products and services are offered through CUSO Financial Services, L. P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. The Career COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they: * Diversify their income through multiple product lines beyond financial services. * Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services. * Educate clients and prospects about our products and services. * Collaborate with COUNTRY Financial Insurance Agents to secure business. * Establish an office and build a staff. * Conduct financial solution seminars. * Have the flexibility to manage their schedules to balance their careers and personal interests. We Offer Our financial advisors have uncapped earning potential and: * Opportunities to earn performance-based global trips and financial rewards. * Access to continued learning and marketing resources. * Corporate office support. * Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity. * There is no buy-in required. Qualifications Successful COUNTRY Trust Bank Financial Advisors are: * Entrepreneurial and self-motivated. * Goal-driven with track records of business growth in the insurance and or financial services industry. * Strong communicators with excellent business acumen. * Committed to building and maintaining solid connections between their efforts and their rewards. * Focused on achieving professional success through securing clients' trust. * Passionate about making positive impacts in their communities. Required Qualifications * Series 6/63 licenses * Passed SIE * Life/Health State Insurance License* * Property/Casualty State Insurance License* Preferred Experience * Accredited Asset Management Specialist (AAMS) * Chartered Financial Analyst (CFA) * Certified Public Accountant (CPA) * Certified Financial Planner (CFP) * Chartered Financial Consultant (ChFC) * Bachelor's Degree * 2+ years of experience in the insurance and or financial services industry * 5+ years of business ownership or managerial experience About Us COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing. Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. * These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.

**_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 (***************************************************************************************************************************

Columbia CU is a full-service financial institution with $2.3 billion in assets, over 100k members and we pride ourselves in our commitment to “Making Life Better” in the communities we serve. Since 1952, our commitment toward “Making Life Better” has earned us accolades and we are honored to be the recipient of several local community recognitions: Best of Clark County Award / The Columbian: 2008-2024 Best in Business Award / Vancouver Business Journal: 2013-2024 Corporate Philanthropy Award / Portland Business Journal: 2017-2024 Columbia CU Guiding Principles Mission: Bringing people together to make life better for themselves and their communities. Value Proposition: Earning your trust with knowledgeable people and digital options so you can bank “Columbia” how and when you want. Leadership Philosophy: Leaders at Columbia CU inspire enthusiasm and accountability that drive our mission. Leaders build engagement and communicate honestly and openly. By rallying everyone around our shared vision, Leaders model and expect the best from individuals and teams. Core Values People - We have a passion for helping each other and our members. Community - We have a passion for contributing to the success and growth of the communities we serve. Financial Wellness - We have a passion for providing the financial education, tools and assistance that create financial wellness and stability for our organization, each other, our members and the communities we serve. Benefits 100% paid Medical, Dental, Vision for employee - eligible the 1st of the month following hire date Accrued PTO, Accrued Extended Sick Time and 11 Paid Bank Holidays 401k Match- 100% match up to 6% employee contribution Tuition Assistance And More! About The Role As an Advisor you'll collaborate with other Columbia CU employees to create a stellar member experience, striving to make life better by offering insurance, investments, and advisory services exclusively to our membership. Our CFS Advisor will have the opportunity to build new business while taking over a well-established existing book with trails. RESPONSIBILITIES Provide Columbia CU members with non-deposit investment and insurance products as registered and licensed by a third-party broker dealer under agreement with Columbia CU. Using only the broker dealer's approved product list, provide investment advice regarding securities and manage accounts or portfolios of member-investors with a fiduciary duty to act in the best interest of Columbia CU's member. Possess a thorough knowledge of the insurance and securities industry. Maintain continuing education and legal requirements of FINRA, State Insurance, broker dealer and Columbia CU. Build rapport and educate Columbia CU branch employees on appropriate referrals to the Investments and Insurance Group to increase member awareness of Columbia CU's investment and insurance services. Proactively look for opportunities to refer member-investors back to Columbia CU staff when insured deposits or refinanced/reorganized debt would be compatible with member-investor's overall long-term financial goals. As requested and approved by the Program Manager | VP Investments and Insurance Group, conduct and/or host seminars to increase member knowledge regarding options to work toward their long-term financial goals. Open member accounts, initiate and confirm orders, maintain files and records, and prepare all required reports. Advise Program Manager | VP Investments and Insurance Group and OSJ of any issues requiring attention. Maintain all information related to member accounts and affairs of the member in strict confidence. Promote services and products to members and the community by engagement in sales activities through an integrated marketing program, including branch training and relationship development, telephone solicitation, individual and group presentations, direct mail programs, follow-up calling and other prospecting methods. Meet individually-assigned Gross Dealer Concession and all other Investments and Insurance Group and Columbia CU assigned goals. Develop and actively work business plans by executing on periodic tactical strategies. Provide timely and accurate reports to the Program Manager | VP Investments and Insurance Group as requested. Maintain shared calendar so that fellow Columbia CU employees can easily schedule appointments. Uphold department service level agreements including prompt feedback regarding referrals. Provide timely updates and notes in CRM system regarding prospective and current member-investor interactions. Maintain appropriate segregation of Credit Union's NCUA and Investments and Insurance Group's non-NCUA marketing and operations in assigned branches. REQUIREMENTS Minimum 5-7 years of financial advising experience with proven track-record of success in direct investment and insurance sales. Bachelor's Degree in Business/related field or equivalent professional certification or graduate degree and/or an equivalent combination of education and experience. Series 7, 63/65 or 66 Securities Registration and Variable Life and Health Insurance licenses, valid in Washington and Oregon. Clean U-4 Valid Driver's License to transport self between Columbia CU branches, Operations Center and community functions. Flexibility to work evenings and weekends conducting workshops/seminars, attending training and Columbia CU staff meetings, and attending community networking and fundraising events supported by Columbia CU. COMPENSATION $77,968.80 + Incentive Columbia Credit Union follows all required COVID 19 health protocols Equal Opportunity Employer/AA Must be 18 or older to apply *Representatives are employed by Columbia Credit Union and registered through CUSO Financial Services, LP, (Member FINRA/SIPC). CFS is a broker-dealer and Registered Investment Advisor with a stable track record of serving the investment needs to credit unions and their members. To learn more about CFS visit ***************

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: Build a client base by growing relationships with your network and providing guidance Gain expertise through sponsored coursework and proprietary agent development training Guide clients through important financial decisions using the latest software and our expansive product portfolio Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity Self-motivation to connect with company provided sales leads and network with new clients Strong relationship building, communication, and time-management skills A competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer: Highly competitive commission structure designed to grow with you Passive income opportunities and bonus programs Fully paid study programs for insurance licensing SIE, Series 6, Series 63, CFP Award-wining 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: ********************************

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. With a big-picture approach that combines insurance and investments, we're helping people navigate life and guide them to their goals both now and in the future. We leverage the expertise of our financial professionals and leading-edge technology to deliver an unparalleled level of customer service to our clients. As a company, we're committed to diversity and growth, so we invite you to join our team and apply for one of our open positions. Role Description This is a full-time role for a Financial Advisor working in Salem, OR. This is an entrepreneurial role where you are building and owning your own business. We have a financial support program to get launched and unlimited income potential but there is no base salary. The Financial Advisor will be responsible for providing clients with financial planning, finance, retirement planning, investments, and financial advisory services on a daily basis. Qualifications Entrepreneurial spirit: You have a growth mindset and desire to build things Strong financial planning and finance skills or a desire to learn Excellent communication and customer service skills Experience in the financial services industry is a plus

Are you looking to take the next step in your Finance and Accounting career? Does an innovative company with a down down to earth culture sound like the right fit for you? Consider this Sr. Financial Analyst position with a large, stable manufacturing company. This team is looking for someone who doesn't want to live behind a spreadsheets; someone who enjoys working alongside leaders from all areas of the business. This is an ideal position for someone with 3+ years of finance and/or accounting experience within manufacturing specifically. This is a growth role, with opportunities to develop into a site-Controller, or Finance Leader. Location: On-site in Newberg-area 4 days a week Compensation: $90 -105k base + 10-20% bonus 6% 401k contribution (vested immediately) Paid Parental Leave Generous Holidays and PTO M/D/V options The Role: Part of a tight-knit accounting and finance team, this role will have main responsibility for FP&A activities Focused on budgeting and forecasting, mainly Operations, Inventory and Cost Analysis Work closely with leaders from engineering, sales and operations Provide additional Accounts Receivable analysis Your Experience: 3-5 years of Financial Analysis and/or accounting experience, specifically within Manufacturing is required Bachelors Degree in Finance, or related area is required Ability to analyze and translate complex data into easily understandable information SAP or similar Tier 1 ERP system required, alongside Advanced Excel skills Experience with publicly traded company helpful Sound interesting? Please apply today - this team is scheduling interviews quickly. To Read our Candidate Privacy Information Statement, which explains how we will use your information, please visit: *****************************************

We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. The Career COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they: * Diversify their income through multiple product lines beyond financial services. * Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services. * Educate clients and prospects about our products and services. * Collaborate with COUNTRY Financial Insurance Agents to secure business. * Establish an office and build a staff. * Conduct financial solution seminars. * Have the flexibility to manage their schedules to balance their careers and personal interests. We Offer Our financial advisors have uncapped earning potential and: * Opportunities to earn performance-based global trips and financial rewards. * Access to continued learning and marketing resources. * Corporate office support. * Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity. * There is no buy-in required. Qualifications Successful COUNTRY Trust Bank Financial Advisors are: * Entrepreneurial and self-motivated. * Goal-driven with track records of business growth in the insurance and or financial services industry. * Strong communicators with excellent business acumen. * Committed to building and maintaining solid connections between their efforts and their rewards. * Focused on achieving professional success through securing clients' trust. * Passionate about making positive impacts in their communities. Required Qualifications * Series 6/63 licenses * Passed SIE * Life/Health State Insurance License* * Property/Casualty State Insurance License* Preferred Experience * Accredited Asset Management Specialist (AAMS) * Chartered Financial Analyst (CFA) * Certified Public Accountant (CPA) * Certified Financial Planner (CFP) * Chartered Financial Consultant (ChFC) * Bachelor's Degree * 2+ years of experience in the insurance and or financial services industry * 5+ years of business ownership or managerial experience About Us COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing. Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. * These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: · Build a client base by growing relationships with your network and providing guidance · Gain expertise through sponsored coursework and proprietary agent development training · Guide clients through important financial decisions using the latest software and our expansive product portfolio · Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? · The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity · Self-motivation to connect with company provided sales leads and network with new clients · Strong relationship building, communication, and time-management skills · A competitive and entrepreneurial spirit to achieve success both for yourself and others 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, 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're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. The Career COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they: * Diversify their income through multiple product lines beyond financial services. * Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services. * Educate clients and prospects about our products and services. * Collaborate with COUNTRY Financial Insurance Agents to secure business. * Establish an office and build a staff. * Conduct financial solution seminars. * Have the flexibility to manage their schedules to balance their careers and personal interests. We Offer Our financial advisors have uncapped earning potential and: * Opportunities to earn performance-based global trips and financial rewards. * Access to continued learning and marketing resources. * Corporate office support. * Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity. * There is no buy-in required. Qualifications Successful COUNTRY Trust Bank Financial Advisors are: * Entrepreneurial and self-motivated. * Goal-driven with track records of business growth in the insurance and or financial services industry. * Strong communicators with excellent business acumen. * Committed to building and maintaining solid connections between their efforts and their rewards. * Focused on achieving professional success through securing clients' trust. * Passionate about making positive impacts in their communities. Required Qualifications * Series 6/63 licenses * Passed SIE * Life/Health State Insurance License* * Property/Casualty State Insurance License* Preferred Experience * Accredited Asset Management Specialist (AAMS) * Chartered Financial Analyst (CFA) * Certified Public Accountant (CPA) * Certified Financial Planner (CFP) * Chartered Financial Consultant (ChFC) * Bachelor's Degree * 2+ years of experience in the insurance and or financial services industry * 5+ years of business ownership or managerial experience About Us COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing. Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. * These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.

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