Finance Consultant Jobs in Payson, UT

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

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.

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!

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

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.

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 Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilities Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment

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 Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilities Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment

As Head of Finance, you'll own our financial infrastructure and strategy, reporting directly to the CEO while leading our controller & accountant. You'll build and lead a lean finance function that enables data-driven decisions across the company. Key Responsibilities Lead financial modeling, scenario planning, and unit economics analysis Manage our credit card warehouse facility and capital structure Drive fundraising preparations and investor relations Build upon our existing financial infrastructure and reporting systems Partner with Product, Engineering, Marketing, and Operations to understand, build, and communicate the impact of each org on the financials of the business Oversee budgeting, forecasting, and financial planning Requirements 7+ years of finance experience Required: Experience working at a venture-backed startup with fewer than 100 employees Experience in fintech and/or payments a big plus Strong background in financial modeling and unit economics analysis Experience managing debt facilities and optimizing capital structure Track record of building and leading high-performing finance teams Ability to operate independently with minimal supervision Big company experience is acceptable, but startup experience is mandatory NOT required: speaking Spanish Additional Info We'll pay for relocation to Utah if you aren't already here We work in office Mon/Tues/Thurs We offer excellent & fully paid medical, dental, and vision insurance Maternity & paternity leave available for new parents 401k available

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.

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

Who we are: Capita is a large Registered Investment Advisor firm growing at a fast pace. We focus on building long-lasting relationships with individuals, families, and business owners through comprehensive financial planning. At Capita Financial Network, we're always looking to the future. Our team is constantly on the lookout for top talent to drive our company's growth and innovation. While we might not have an immediate job opening, we believe in building connections and relationships with exceptional individuals who can potentially join our team in the future. If you're excited about the prospect of connecting and helping Capita grow, submit your resume here. When an internship becomes available, we'll be in touch. Job: Monday - Friday, Flexible Location: Sandy, Ut (not remote) Role and Responsibilities: Assist financial advisors in providing impeccable service to clients. Track projects and requests for assigned clients. Provide continuous client support, including opening and funding new accounts, withdrawals, roth conversions, charitable distributions, and updating client information. Support Advisor in preparation for annual reviews. Filing, data entry, CRM software management. Qualifications/Requirements: Interest in the Financial Services Industry. Preference given to those enrolled in a finance degree program or related field. Expected graduation date in 2024 or early 2025. Extremely organized, focused on quality and great attention to the smallest detail. Strong ability to problem solve and deliver phenomenal customer service. Interpersonal skills and ability to work as a team in a fast-paced environment. Friendly and cheerful disposition on phones and in person. Ability to manage multiple tasks simultaneously, prioritize and meet deadlines. Enjoys creating, implementing, and executing processes for higher efficiency. Must be well-versed in Microsoft Office applications, and be a quick learner. We offer competitive pay and a great opportunity for learning and growth.

The Financial Analyst will analyze past financial performance to predict future performance and to advise the company on its financial strategy. The analyst will also assist in the review of the financial needs of our Multi-Family Property Management division Financial Analyst Duties/Responsibilities: Analyses business and financial data. Creates financial models based on analyses to support organizational decision-making. Develops financial plans and reports for organizational leaders. Analyzes industry trends and makes recommendations based on those trends. Evaluates capital expenditures and depreciation. Develops automated reporting and forecasting tools for more efficient use of data. Performs other related duties as assigned. Requirements Required Skills/Abilities: Excellent verbal and written communication skills. Thorough understanding of Generally Accepted Accounting Principles (GAAP). Thorough understanding of Generally Accepted Auditing Standards. Thorough understanding of methods of systems analysis and the principles, design, and procedural methods used in big data analysis. Thorough understanding of project management. Excellent organizational skills and attention to detail. Education and Experience: Bachelor's degree in Accounting, Finance, or a related field is required. Two years of professional experience as an accountant, auditor, or computer programmer analyst OR a valid CPA (Certified Public Accountant) certificate with at least one year of professional experience as an accountant, auditor, or computer programmer analyst. Benefits Medical (100% of employee monthly premium paid for) PTO Paid Holidays Dental Vision Life Insurance paid for by the company Short and Long term disability Company events and activities Bach Team is an Equal Opportunity Employer committed to fostering an inclusive environment for our diverse workforce. We do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, marital status, veteran status, or disability.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments strategies that align with client financial goals and needs Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds Mitigates and controls risk as part of daily activities Identifies and engages potential new clients through referrals or financial center clientele Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not hold the Series 66 currently but have either a Series 63 or 65, an offer can be extended with the condition that you receive a passing score for the Series 66 within 60 days. Has three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services) Depth and breadth of relationship management product/solutions knowledge and experience Acts as a client advocate Is a self-starter who efficiently manages time and capacity Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable engaging all clients. Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. Likes to learn, adapts to new information and seeks the right solutions for clients. Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: Proven ability to partner and promote lead generation. Experience balancing investment management, sales activities and new client development. Strong computer skills and the ability to multitask in a demanding environment. A bachelor's degree, preferably in business-related field. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained insurance licenses. Skills: Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40

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.

At Lendio you will find a world-class FP&A team that is innovative and has an uplifting culture. FP&A is on the hunt for a bright, hard-working winner to help diagnose business processes, analyze customer behaviors, and otherwise help business partners make the best possible decisions. With much of our financial reporting automated, our team enjoys the luxury of spending most of our time partnering with the rest of Lendio's leadership to help drive improved business outcomes. It's the place to be! What you will own: Use Excel, SQL, and other information systems to analyze financial & operational data, extract key-learnings, and present polished recommendations to management and other business owners. Manage complex projects and ad-hoc analyses as they support critical business partners throughout Lendio with outstanding cross-functional relationships. Be involved in identifying, planning, and discussing new strategies and ways to improve corporate financial performance. Send regular reports to CFO, Executive Management, and other stakeholders. Contribute to financial planning, annual plan, quarterly forecasts, and long-range outlooks. Measure corporate performance against KPIs and assist business partners in adjusting strategy as needed. Work with forecasting tools, business intelligence tools, and accounting systems to extract relevant data. What you'll need to be successful: A successful candidate will demonstrate experience influencing business owners and supporting decision-making while driving bottom-line impact A quantitative, data-driven mindset and effective communication skills Advanced Excel Skills Required (Bonus PowerQuery, PowerPivot, or DAX) Bachelor's Degree in Business Administration, Finance, or Accounting, or related field 2+ years' relevant work experience Experience with financial/accounting software (NetSuite/SAP/Adaptive) Bonus - SQL Bonus - Experience with Tableau Bonus - Tech/FinTech background Pay Range: $18-20/hr Get to know Lendio: Lendio is the nation's leading small business financial solutions provider, with a mission to help small businesses survive and thrive. With its diverse network of lenders, Lendio enables small business owners to apply for multiple business financing options with a single application. In addition to creating access to small business capital, Lendio offers time-saving financial SaaS products that are designed to streamline business operations. Lendio is a mission-driven organization striving to provide equal access to capital to underserved communities and America's smallest businesses. For every new marketplace loan Lendio facilitates, Lendio Gives-an employee-contribution and employer-matching fund, in partnership with KIVA-provides a microloan to low-income entrepreneurs around the world, continuously re-investing the fund. Lendio is an equal opportunity employer committed to diversity and inclusion. We welcome anyone who wants to help small businesses survive and thrive and aligns with our core values, regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, or other applicable legally protected characteristics. If you have a disability or special need that requires accommodation, please let us know.

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!

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