Finance Consultant Jobs in Pittsfield, MA

Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training and development, mentorship, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips you with the knowledge, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to support your financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Northwestern Mutual Financial Representative: 1. Build-Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends. 2. Educate-Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options. 3. Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations. 4. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs. Compensation & Benefits: Commission structure to support early development Renewable income Bonus programs and expense allowances Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more Retirement Package and Pension Plan Medical, Dental, Vision, Life Insurance and Disability Income Insurance Family Planning You could be right for this opportunity if you have: 4-year degree; or equivalent professional work experience Entrepreneurial ambitions Experience building meaningful relationships Interpersonal skills for success in client-facing roles Excellent time-management skills Desire for continuous learning Legal authorization to work in the US without sponsorship Are you ready to build your best life and enhance the lives of your clients? Apply now! About Us: For 167 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the care and expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored 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 Representatives are valued partners, and proud business owners. We are committed to a diverse, inclusive, and belonging environment where everyone's different viewpoints bring new successes!

Financial Professional (Financial Planner) Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-disciplined • Authentic If the answer is yes, consider becoming an insurance agent* to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we're looking for... We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You'll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $117,359.4 Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals please follow this link ************************************************************ income-and-benefits. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We're proud of our financial strength.6 • A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody's) • AA+ Very Strong (Standard & Poor's) We're proud of the help we've provided and continue to provide our clients.7 • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies • $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products. • $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.8 * The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company. 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 3. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, which ever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a fulltime agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 4. Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus, who were active as of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals priorto April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied. 5. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason. 6. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody's Aaa, and Standard & Poor's AA+ (as of 11/17/2023). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value. 7. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2023. 8. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2023. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity AR10511A_052024 SMRU5021157 (Exp.05.30.2025)

Project Info: Day to day will help with budget, forecast, financial reporting and tax filing 5 years exp minimum in accounting/finance Lots of financial analysis, variance, trends, month end close Good attention to detail IT Finance a plus helps with their budgets Job Description The consultant role is for an experienced Senior Financial Analyst to support members of the Budget team with timely and accurate preparation of detailed budgets/forecasts and financial reporting for both internal and external audiences, including but not limited to senior management and board of directors. Assist in the preparation of the annual 990 tax filing requirements with the IRS and Massachusetts, and other ancillary functions within the department such as processing budget uploads, performing system queries, driving system reporting enhancements, automating manual processes, performing financial software testing.

🔹 We Are Hiring! 🔹 Job Title: Financial Analyst Junior Industry: Financial Services Contract: 12 months (Possible Extension/Perm) Pay Rate: $21.00 - $21.63/hour 🔹Job Description: We are seeking an organized and detail-oriented Financial Analyst Junior to manage client requests, ensure proper documentation, and conduct quality reviews. The role involves working across multiple systems, coordinating tasks, and collaborating with teams to resolve issues and answer policy-related questions. Responsibilities: Review and approve client requests, ensuring compliance with policies. Coordinate team tasks and provide support on special projects. Perform quality reviews of team members' work. 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. Ability to manage multiple tasks with competing deadlines. Team player with a positive attitude and ability to work under pressure. 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! 🚀Are you excited to join a team that values career growth and development? Apply today and take the next step in your professional journey!

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and engagement. Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. Grow existing relationships through partnership referrals. Tailor wealth management planning to meet client needs. Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials Series 7, 63, 65 (or 66) active and valid. A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Demonstrated track record in new business development and client book management. Proven experience in a team-oriented consumer bank setting. Familiarity with servicing high-net-worth individuals. Comfortable operating in a dynamic, entrepreneurial environment. Bachelor's degree is preferred. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000, based on performance and productivity against commission plan parameters. For an overview of our benefits, visit ************************************** . Hours & Work Schedule Hours per Week: 40 Work Schedule: Varies Pay Transparency Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit **************************************. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit **************************************.

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! Summary of Role: To provide financial services to members of affiliated credit unions and/or outside clientele. Responsible for converting any prospects to Broadview clients. Work proactively to develop and grow the Wealth Management group for Broadview. Essential Job Functions/Responsibilities: Provide financial planning and related products/services to members/clients from the approved service offerings of Broadview Wealth Management. Serve as mentor to Advisory team. Develop and cultivate relationships with potential Wealth Management Clients through COI's, CU Lines of Business, affiliations, events, and other networking opportunities. Represent Broadview Wealth Management at CU and outside events. Assist with clients referred by Credit Union employees and Broadview operations team as needed. Meet or exceed activity levels - prospecting activities, client appointments, and financial plans. Grow Managed Book of Business by meeting new and net new asset goals as well as revenue growth goals. Perform formal presentations of Broadview services to credit union staff, SEGs, clients, and potential affiliated credit unions. Understand compliance requirements at the highest level with Compliance Officer, to insure there is no risk to the advisor or the firm. Perform regular and accurate record keeping of transactions. Maintain confidentiality of client files. Perform other duties or special projects as assigned or required. Complete and pass courses as recommended by the CIO, Director of Advisory Services, and/or licensing authorities. Minimum Qualifications: Preferred college degree with 7 or more years of related experience. Licenses required: NYS Life Insurance, NYS Accident & Health Insurance, Series 6 and 63, NASD Series 7 license. Work towards obtaining advanced financial designation. Maintain a Book of Business of $250k+ in annual revenue or comparable AUM. Mathematical Acumen. Computer skills, including proficiency in MS Excel. Excellent communication, presentation, and interpersonal skills. Strong organizational skills. Starting Compensation: $106,508-$138,460 annually, plus a competitive benefits package. Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply. We are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class. Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at **********************************

Hours: 40 Pay Details: $90,000 - $90,000 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A Transitional FA will need to leverage their experience to service the unique and complex needs of clients in the Mass Affluent (MA) segment by identifying needs, reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. Depth & Scope: Experience selling investments and providing financial plans Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents Ability to partner and promote lead generation Manages goals, prioritizes tasks and comfortable working in a fast paced environment Ensures all new & existing clients are provided with a MA Planning Experience Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts Serves as the primary point of contact for TD Wealth client relationships for MA segment; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed Implements and executes a differentiated service model/experience for MA clients Meets quarterly and annual sales goals Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners Executes in thorough manner that is compliant with regulations, policies and procedures Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) Ensures all Continuing Education requirements are attained Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm Represents TD Wealth to the general public in a professional manner Is involved in the community and support TDBG charity and community initiatives Education & Experience: 4-year degree required or equivalent work experience 2+ years of selling investments & providing financial planning with a track record of success In-depth knowledge of investment products and services Required Registrations: SIE, Series 7 and Series 65/66 required - if the TFA only has 65 they will be required to obtain a 63 or 66 within the Licensing & Registration Schedule Required Life/Health Licenses or ability to obtain within Licensing & Registration Schedule Advanced understanding of wealth management business development techniques, products, services and overall industry. Proven ability to achieve sales goals Proficient with retail and small business banking Proven ability to establish relationships and partner effectively with other departments within TD Bank, America's Most Convenient Bank Ability to travel within assigned Market to meet prospects, clients and partners; up to 75% of time Driver's License required Customer Accountabilities: Understands and supports the Bank's Customer Service Strategy Considers the impact of decisions on the well-being of TD, its Customers and stakeholders Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity Models quality service delivery at every interaction Leads and contributes to the ongoing improvement of the partner / Customer experience Employee/Team Accountabilities: Is engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience Participates fully as a member of the team and contribute to a positive work environment May provide leadership, training, and guidance to other team members Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest Actively shares information and knowledge, and proactively learn from the expertise of others Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation If you are an applicant with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you, and the accommodation needed to assist you with the application process. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

The Private Family Office provides proactive financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and their families. Our clients value having a single point of contact to address their specific planning needs and manage their financial affairs. Our holistic approach incorporates financial planning in several areas such as: consolidated investment review, income tax preparation and planning, estate planning and wealth transfer, employee benefits, risk management, philanthropic planning and cash management. IMPACT AND RESPONSIBILITIES Our Impact: The Goldman Sachs Private Family Office is designed to service the firm's most strategic clients. Our trusted Advisor teams have worked with sophisticated ultra-high net worth clients for more than thirty years. We target a client ratio of 8-12 families per advisor. This ratio, allows us to dedicate the needed time and resources to each client's unique financial circumstances to deliver an exceptional client experience. How You Will Fulfill Your Potential: Our rigorous apprenticeship model provides analysts and associates with the technical training and client experience to develop the needed skills and knowledge base to be an advisor. We are seeking individuals who identify as quick-thinkers and self-starters with a passion to help others. Candidates should have an interest in financial planning, and the desire to work closely with ultra-high net worth individuals. We are looking for candidates who possess the ability to problem solve and can thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business. Principal Responsibilities: Join an advisor team(s) and help service clients and their families, providing comprehensive personal financial planning, investment planning and tax services to our clients. Prepare various client reports in the areas of personal financial statements, cash flow planning, income tax projections, investment allocation, investment performance, estate document reviews, estate flowcharts, etc. Telephone contact and/or face-to-face interaction with clients, assistants and their outside advisors. Prepare income and trust tax returns for clients. SKILLS & EXPERIENCE WE'RE LOOKING FOR Basic Qualifications: Bachelor's degree required FINRA SIE, Series 7 and Series 66 preferred; required within 4 months of hire Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook Strong organizational and multitasking skills Excellent written and verbal communication skills Ability to maintain a high degree of confidentiality Possess a high level of intellectual curiosity and ability to think critically Enthusiastic and positive approach to problem-solving and client service Proven track record with cross-training, task-sharing and mutually supportive teamwork Must be able to be innovative, pro-actively manage time and follow through to complete tasks 3-5 years of relevant industry experience Salary Range The expected base salary for this Albany, New York, United States-based position is $60000-$100000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.

The Patient Financial Advisor is responsible for providing a variety of customer service and collections/troubleshooting services in support of the accounts receivable department of SVMC. High School diploma or equivalency required. Associate's degree preferred. Two years of medical billing experience required. Excellent keyboarding skills required. * Area of Interest:Clerical/Administrative; * Work Status:8:00am - 4:30pm; * Employment Type:Full Time; * Job ID:5748 Dartmouth Health is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Dartmouth Hitchcock Medical Center and Dartmouth Hitchcock Clinics comply with applicable Federal civil rights laws and do not discriminate on the basis of race, color, national origin, age, disability, or sex. We do not exclude or treat people differently because of race, color, national origin, age, disability, or sex.

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

The Financial Advisor I is responsible for providing personalized financial advice and guidance to clients, helping them achieve their financial goals. The incumbent is responsible for assessing the clients' financial needs, developing comprehensive financial plans, and recommending appropriate wealth management solutions and services. The Financial Advisor I gain knowledge and experience under the direction of the manager and department leaders through job training, observation, and by obtaining licenses to assist members in determining their financial goals and objectives. Primary Responsibilities and Duties: Develop personalized financial plans based on clients' goals, risk tolerance, and planning time. Recommend suitable financial products and services, including investments, insurance, and retirement plans. Conduct regular review of clients' financial plans and adjustments and recommendations as necessary. Schedule and coordinate client meetings and follow-ups. Completes mutual fund trade tickets, places trades, and monitors for settlement. Processes paperwork for annuities, life products and processes license documentation. Responsible preparing client paperwork ensuring accuracy and completeness. Learns the different functions of each area of the Investment Services Department and the policies that impact compliance and service to members. Observe and assist Financial Advisor II and Financial Advisor III at various branch locations, welcoming members, answering phone inquiries, and meeting with members to discuss their financial situation to gain knowledge, experience on methods and procedures. Responsible for working with multiple brokerages, mutual fund, and insurance companies to ensure proper documentation of production and reviews, and accurate and timely processing of the pending drawer. Reviews fact finders and establish client files to meet compliance requirements, runs illustrations and assists in mutual fund performance research. Participates in marketing activities to increase awareness of Everwise Wealth Management including seminars, lobby days, business development, member referrals and telemarketing. Assumes additional responsibilities as necessary for the continued growth and advancement of Everwise. Knowledge/Skills: Basic understanding of wealth planning concepts and how they fit into wealth management solutions and principles. Strong familiarity with financial modeling and investment analysis tools Ability to analyze financial data and market trends Critical thinking and decision-making skills Strong verbal and written communication skills Energetic, self-motivated, positive attitude, and goal oriented. High degree of integrity and ethical conduct Ability to be flexible and adaptable. Proficiency in technology, including the ability to effectively use a variety of software programs and operating systems. Completes production and traffic reports accurately and on a timely basis. Minimum Requirements: High School Diploma or GED Previous financial advisory or wealth management work experience. Life insurance licenses required Series 7 or Series 6 (or Series 66 or Series 65) license required Bachelor's degree preferred Everwise is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Be part of a dynamic financial firm in CT as a Financial Advisor and play a key role in helping clients achieve their financial goals through personalized wealth management solutions. If you are a proactive, client-focused professional with a passion for financial planning, this opportunity is right for you! Location: Burlington/Torrington, CT (with potential for remote flexibility) Key Responsibilities: Build and manage your own book of business by actively seeking new client opportunities. Develop and present comprehensive financial plans and investment strategies tailored to clients' unique needs. Provide ongoing advice on financial planning and portfolio management. Collaborate with the team to ensure clients receive exceptional service and customized solutions. Why Work Here? The financial firm offers a team-oriented environment committed to excellence, integrity, and client success. It fosters professional and personal growth, offering mentorship and career advancement opportunities. You’ll be joining a firm dedicated to helping clients achieve financial well-being while growing your career within a supportive, collaborative setting.

Hartford, Connecticut;Farmington, Connecticut; Mystic, Connecticut; Springfield, Massachusetts; Guilford, Connecticut; New Haven, Connecticut; Fairfield, Connecticut **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. 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:** + Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies + Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions + Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth + Understands and accesses the full breadth of resources across the bank to benefit clients or prospects + Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor + Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. **We'll help you:** + Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours! + Build connections to grow your network and business. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. + Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals. + Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority solutions, through Bank of America and Merrill to meet their financial needs. **As a Merrill FSA, you can look forward to:** + A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field. + Marketing strategies to reach wider audiences with greater appeal. + Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. + Potential Opportunities for professional growth. + Leadership opportunities, including leading client and conference seminars **We're a culture that:** + Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. + Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. + Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. + Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs. + Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital. **Required Qualifications:** + **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** + Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded + Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services + 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 + 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 + 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 + Client Investments Management + Client Management + Client Solutions Advisory + Relationship Building + Advisory + Business Development + Fraud Management + Pipeline Management + Portfolio Management + Client Experience Branding + Issue Management + Prospecting + Referral Identification + Sales Performance Management _It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability._ **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the "Know your Rights" poster, CLICK HERE (******************** . View the LA County Fair Chance Ordinance (************************************************************************************************** . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE . This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Hours: 40 Pay Details: $90,000 - $90,000 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A Transitional FA will need to leverage their experience to service the unique and complex needs of clients in the Mass Affluent (MA) segment by identifying needs, reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. Depth & Scope: * Experience selling investments and providing financial plans * Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth * Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents * Ability to partner and promote lead generation * Manages goals, prioritizes tasks and comfortable working in a fast paced environment * Ensures all new & existing clients are provided with a MA Planning Experience * Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts * Serves as the primary point of contact for TD Wealth client relationships for MA segment; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed * Implements and executes a differentiated service model/experience for MA clients * Meets quarterly and annual sales goals * Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience * Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners * Executes in thorough manner that is compliant with regulations, policies and procedures * Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) * Ensures all Continuing Education requirements are attained * Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures * Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures * Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed * Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team * Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff * Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm * Represents TD Wealth to the general public in a professional manner * Is involved in the community and support TDBG charity and community initiatives Education & Experience: * 4-year degree required or equivalent work experience * 2+ years of selling investments & providing financial planning with a track record of success * In-depth knowledge of investment products and services * Required Registrations: SIE, Series 7 and Series 65/66 required - if the TFA only has 65 they will be required to obtain a 63 or 66 within the Licensing & Registration Schedule * Required Life/Health Licenses or ability to obtain within Licensing & Registration Schedule * Advanced understanding of wealth management business development techniques, products, services and overall industry. * Proven ability to achieve sales goals * Proficient with retail and small business banking * Proven ability to establish relationships and partner effectively with other departments within TD Bank, America's Most Convenient Bank * Ability to travel within assigned Market to meet prospects, clients and partners; up to 75% of time * Driver's License required Customer Accountabilities: * Understands and supports the Bank's Customer Service Strategy * Considers the impact of decisions on the well-being of TD, its Customers and stakeholders * Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity * Models quality service delivery at every interaction * Leads and contributes to the ongoing improvement of the partner / Customer experience Employee/Team Accountabilities: * Is engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience * Participates fully as a member of the team and contribute to a positive work environment * May provide leadership, training, and guidance to other team members * Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest * Actively shares information and knowledge, and proactively learn from the expertise of others Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation If you are an applicant with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you, and the accommodation needed to assist you with the application process. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Working at the Naval Nuclear Laboratory we foster pride in belonging to an organization whose culture is made up of these core values: Trust, Empowerment, and Collaboration. Our company promotes a positive culture while ensuring the safety and reliability of our nation's naval nuclear reactors, and training the Sailors who operate those reactors in the U.S. Navy's submarines and aircraft carrier Fleets. Looking for a lifetime career? Apply today! Job Description Naval Nuclear Laboratory has internship opportunities for college students to spend the summer of 2026 getting great work experience, in great locations, supporting the world's greatest Navy. NNL Finance/Accounting Internships offer you an immersive professional experience in your field of study. You have the opportunity to work directly with finance professionals who will provide you with real-world experience and mentorship. Joining the finance team will provide opportunities to perform various financial functions, including data analysis, planning of resource allocations, and recognition of cost through several budgeting and accounting vehicles in a collaborative environment. You will be able to put your business knowledge to work by validating financial performance actuals and estimates, and budgetary information to ensure compliance with Corporate and Government policies. You will be empowered to recommend solutions to identified problems to help sustain successful financial operations at NNL. Program highlights include: Final presentation to management, peers, and other NNL employees Meet directly with NNL General Manager and Executive Leadership Partnership with a mentor Opportunity to tour local NNL site facilities Trip to a Naval Shipyard for a guided tour Extensive networking opportunities The NNL Internship is a minimum 10 week program starting in May/June 2026. An internship position may result in a return internship or full-time employment offer upon successful completion of the program. Required Combination of Knowledge and Skill Candidates for Finance/Accounting internship positions must be: Pursuing Finance, Accounting, Business, or related BS, MS or PhD degrees from an accredited college or university Must have completed at least first full year of college by May 2026 Enrolled/continuing in a degree program throughout this internship Students must attach most recent unofficial college transcripts and resume to the employment application. Preferred Skills Cumulative minimum GPA 3.0/4.0 Prior related internship, co-op or work experience (paid or volunteer) Department of Energy (DOE), Department of Defense (DOD) or Naval Nuclear Program experience Compensation and Benefits NNL offers an outstanding Compensation and Benefits package for interns which includes: Competitive Salary Defined Contribution Retirement Plans: 401(k) Plan with company match Capital Accumulation Plan (CAP) with company contribution Flexible work schedules and 9/80 work schedule option (every other Friday off). Hybrid work schedule may be available Stipend for qualified applicants (school and home address must be >50 miles from assigned work location Pay Range $19.50/hour-$28.50/hour Salary information provided is a general guideline only. Hourly rate is based upon candidate education and job discipline, as well as market and business considerations. The Naval Nuclear Laboratory is operated for the U.S. Department of Energy (DOE) by Fluor Marine Propulsion, LLC (FMP), a wholly owned subsidiary of Fluor Corporation. Naval Nuclear Laboratory personnel are FMP employees who work at four DOE facilities: Bettis Atomic Power Laboratory, Knolls Atomic Power Laboratory, Kenneth A. Kesselring Site, and Naval Reactors Facility, and at the U.S. Department of Defense-owned Nuclear Power Training Unit-Charleston. FMP employees also have an established presence at numerous shipyards and vendor locations. For nearly 70 years, the Naval Nuclear Laboratory has developed advanced nuclear propulsion technology, provided technical support, and trained world-class nuclear operators to ensure the safe and reliable operation of our nation's submarine and aircraft carrier Fleets. The Naval Nuclear Laboratory is a national asset solely dedicated to the Naval Nuclear Propulsion Program. We rely on the dedication and innovation of our nearly 8000 engineers, scientists, technicians, and support personnel. All candidates must be U.S. citizens. Applicants selected will be subject to a Federal background investigation and must meet eligibility requirements for access to classified matter. FMP is a government contractor and maintains a drug free workplace and workforce. All candidates must be able to pass a drug test in compliance with FMP company policy and 10 CFR 707. Marijuana is a Federal Schedule I controlled substance and illegal under Federal Law. Therefore, FMP is required to test for marijuana. Fluor Marine Propulsion, LLC is an Equal Opportunity Employer.

Actively interviewing upcoming May grads for the Springfield, MA AND Hartford, CT offices! FINANCIAL ADVISOR DEVELOPMENT PROGRAM (for those graduating this May) You will gain hands on and real-world experience as you begin on the career path of becoming a wealth management advisor. Through our personal and professional development training, you will not only learn how to build and maintain relationships within your community, but you will also have the opportunity to make an impact on the lives of others by helping them enjoy financially secure lives. The Development Program is geared towards students in their Senior or Graduate years of their degree and graduating May 2025! YOUR OPPORTUNITY: As a Wealth Management Associate in our Development Program, you will join our downtown Hartford, CT or downtown Springfield, MA team and have the opportunity to partner with experienced financial representatives, advisors, and professional office staff to help grow your personal practice. You will see the independent and entrepreneurial spirit that our financial representatives exhibit as you indulge in our innovative, supportive, and committed company culture. · Obtain Life, Accident, & Health License for the state of Connecticut (Financed by Northwestern Mutual) with opportunity to obtain SIE, Series 6, and 63 licenses. · Attend personal and professional training and development sessions · Build your own (daily) schedule to meet with prospects and clients at your convenience · Analyze, create, and implement a personalized strategy for your clients to achieve financial security YOUR SKILLS: · Strong academic performance and active involvement in clubs/organizations · Devoted work ethic · Previous work or internship experience · Ability to work both independently, as well as part of a team · Self-motivated, driven, goal-oriented · Sociable, outgoing, enjoys meeting new people · U.S. Citizen or permanent work authorization LOCATION: · Hartford, CT, United States · Springfield, MA, United States Work Authorization: · US work authorization is required

Job Opportunity: Financial Operations Analyst Pay Rate:$20-21.63/hour Responsibilities Review and approve pending client requests to ensure proper authorizations and supporting documentation are in place and meet policy requirements. Coordinate and process team specific tasks as requested by the business. Perform quality reviews of other team members completed work and ensure data accuracy. Work across multiple systems and platforms. Interface with teams and businesses resolve on-going issues and answer specific policy questions. Provide support and work on special projects as requested. Apply business judgment to identify unusual or suspicious activities and escalate issues as appropriate. Associate must understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance. Skills: Working knowledge of certain Microsoft products including Word, Windows, PowerPoint, and Outlook Advanced knowledge of Excel preferred Sound judgment and outstanding attention to detail Proven analytical skills and problem solving ability Superior written and verbal communication skills Ability to work collaboratively with all levels of the organization Flexible and able to work well under pressure in a team environment Self-motivated Excellent time management and organizational skills Ability to multi-task Keywords: Education: Bachelor's Degree Preferred - Concertation in Finance or Business Benefits Info Russell Tobin offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

Newington, Connecticut;Longmeadow, Massachusetts; Glastonbury, Connecticut; West Hartford, Connecticut; Windsor, Connecticut; Enfield, Connecticut **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering 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 **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 + **Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the "Know your Rights" poster, CLICK HERE (******************** . View the LA County Fair Chance Ordinance (************************************************************************************************** . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE . This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

******************************************* Join our growing team at Northwestern Mutual of Springfield. Strong applicants will have exceptional interpersonal skills, a history of personal success, and a demonstrated interest in business, finance, and entrepreneurism. Financial Advisors provide expert guidance and innovative solutions for the planning needs of individuals and businesses in the areas of retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. They strive to understand their clients' goals and dreams in order to develop comprehensive financial solutions that will help their clients reach financial success. Financial Advisors are given the flexibility to build their own practice while receiving support from our firm's exceptional network of financial specialists, training and educational programs, and mentoring opportunities. Desired Skills and Experience 4-year College Degree Prior financial services experience not needed-- extensive training provided 2 years of Managerial or Executive experience preferred We want people with different backgrounds and work experience, including but not limited to: Financial management, insurance, and financial services Executive leadership Community influencers Former athletes Military background Candidate must be an accomplished communicator with strong verbal and written skills Prior sales and/or business experience preferred Additionally, Northwestern Mutual is committed to offering its Financial Advisors a comprehensive compensation and benefits program which includes: Exceptional Income Potential Leadership Opportunities Sponsorship of Licensing/Credentialing SIE Series6 or Series7 Life & Health Insurance License Development Stipends Expense Allowance Comprehensive Medical Coverage Retirement Package; Pension Plan Group Life and Disability Income Insurance As a financial representative, a typical day may include: Digging deep with clients and prospects to help formulate financial strategies Developing tailored solutions for each client Training and coaching from people who know their stuff, who are experts in management, and executives in the financial field Managerial team meetings to set goals Making calls to prospective clients Northwestern Mutual has always received the highest possible financial strength ratings from the four major ratings agencies: · A.M. Best: A++ · Fitch Ratings: AAA · Moody's Investors Service: Aaa · Standard & Poor's: AA+ At Northwestern Mutual we believe that everyone deserves to ‘spend their lives living' and that a strong financial plan is the cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living! Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of American's citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need! Recognized by FORTUNE as one of the "World's Most Admired" companies[i], Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has a proven track record of financial success. Additionally, the FORTUNE 500 ranking is among the most recognized measure of financial success. Being #90 in 2021 affirms that Northwestern Mutual is among America's premier companies. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI and its subsidiaries. Financial representatives are independent contractors.' ' Benefit Conditions: Only full-time employees eligible Commission: Yes Paid Training: Yes Management: Team Lead Typical end time: 5PM Typical start time: 8AM Work Remotely No This Job Is Ideal for Someone Who Is: Achievement-oriented -- enjoys taking on challenges, even if they might fail People-oriented -- enjoys interacting with people and working on group projects Autonomous/Independent -- enjoys working with little direction Job Type: Full-time Pay: $60,000.00 - $110,000.00 per year Benefits: 401(k) Dental insurance Flexible schedule Health insurance Life insurance Retirement plan Vision insurance Education: Bachelor's (Preferred) Work Location: Springfield, Massachusetts