Finance Consultant Jobs in Sacramento, CA

Align with a Leader in the Industry - Competitive Compensation & Unmatched Support As a Financial Advisor in today's market, finding a firm that offers the freedom, flexibility, and industry-leading resources to grow your practice can be challenging. MassMutual is a powerful yet often overlooked opportunity. With a deep-rooted tradition as one of the largest mutual companies in the industry, we continue to expand our services-providing advisors with unparalleled support and significant value for their practice and clients. We invite you to explore the advantages of partnering with our firm, where you can maximize your earnings with an upfront bonus, three additional back-end bonuses, and competitive payouts-all designed to reward your success and achievements during your transition. Explore Our Value Proposition: ✅ Compensation & Incentives Upfront bonus & three additional back-end bonuses Supplemental contract income, benefits options, 401(k) match & profit-sharing Competitive payouts with stable expenses Additional incentive packages to maximize earnings Full equity value of your practice Succession options for retirement ✅ Unparalleled Support & Resources White-glove transition team for a seamless move Dedicated compliance & operational support Internal product consultants & investment specialists for tailored client solutions Financial planning team support Comprehensive marketing, branding & social media resources Direct access to an internal tech team-no 800 numbers for support ✅ Diverse Investment Offerings 400+ separately managed account options Alternative investments in private equity, private client, & real estate Sophisticated options hedging desk for concentrated stock positions Comprehensive financial planning platforms Take the next step in elevating your practice with a firm that offers the resources, support, and financial rewards you deserve. Let's start the conversation today. To apply: ************************ Join our team | ************ Yazzmin True | LinkedIn MassMutual Northern California Locations | Pleasanton | Walnut Creek | Roseville | Fremont | San Jose | San Mateo

About the job Are you starting to think about a change? Do you feel dissatisfied and unfulfilled with your impact in your current job? Consider becoming a part of the Guardian Network as a Financial professional in the Sacramento area where you can help people and businesses reach their financial objectives. You'll show clients where they are today and help guide their decisions for a better tomorrow while providing the appropriate financial tools and support. This may sound exciting and scary all at the same time. Don't worry, we don't expect you to know everything on day one. That's why you'll receive in-depth training and partner with industry experts until you're ready to be on your own. We're looking to grow our team with those who share our passion and values. You possess… A passion for helping others and making a positive impact in your community. An entrepreneurial spirit and desire to own a business that provides the ability to integrate your life and work - on your terms. A lifelong learner mentality with a desire to continue growing professionally. Self‐motivation, a confident personality, high integrity, and a strong desire to succeed. What you'll be doing… Working with clients to understand their goals, concerns, and current financial information. Analyzing information to create a strategy with appropriate products and services. Developing and maintaining a base of clients who value your input and guidance. Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years. What we provide… The Guardian FR contract for inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two. Tools and technology to help you appropriately gather, manage, and service your clients. Development and training-locally, virtually, and nationally-to support your educational needs. Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients. Mentorship and joint-work opportunities. Superior service and support. A competitive benefits package including Defined Benefit Plan, 401(k) with Match and Roth options, health, and dental insurance and more. Leadership and career development opportunities including tuition reimbursement and continuing education opportunities. Requirements Must be a US citizen or authorized to work in the United States Obtain appropriate insurance licensing Bachelor's Degree About Guardian A mutual insurer founded in 1860, The Guardian Life Insurance Company of America (Guardian) and its subsidiaries are committed to protecting individuals, business owners and their employees with life, disability income and dental insurance products, and offer funding vehicles for 401(k) plans, annuities and other financial products. Guardian operates one of the largest dental networks in the United States and protects more than eight million employees and their families at over 115,000 companies. The company has approximately 5,000 employees in the United States and a network of over 3,200 financial representatives in more than 80 agencies nationwide. For more information about Guardian, please visit ********************* About Park Avenue Securities LLC Choosing to succeed is an easy decision. Making it happen is a different story. Park Avenue Securities makes your job easier - when your job is getting new business, our job is helping you keep it. With Park Avenue Securities, you're able to offer your clients more financial options than ever before, giving you the unique opportunity of going after new business from your current relationships. You're also in a prime position to enter new markets you hadn't before considered. As the retail broker-dealer and investment advisory arm of Guardian, Park Avenue Securities provides you with the means to move your clients and your business forward. There's never been a better time to take the avenue towards your success.

Our Napa Valley office in CA is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the client's expectations. Our team members work together to meet company objectives for customer service quality, client retention and sales growth. In the spirit of pay transparency, we are excited to share that the base salary range for this position is $125,000-$130,000, exclusive of bonuses and benefits. This position is also eligible for a variable compensation and participation in our equity program. WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one. We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one. Primary Job Functions Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identity Facilitate the financial planning process Discover a prospect or client's values, goals and objectives Understand their current financial situation Engage them in the financial planning process Prepare and conduct annual reviews, including both planning and investment topics Source and close prospective clients Proactively follow up with clients who have not implemented financial plan Close leads provided by various WEG channels (Marketing, CRP, etc.) Create opportunities within your network Drive referrals from existing clients Manage client relationships and client service as needed Assist the Financial Advisor during client meetings and with follow-up Take meeting notes and promptly enter into the CRM Present financial advice or plan to client with the Financial Advisor Meet with client to obtain additional planning information, or to clarify/confirm information provided Analyze client's current investments and insurance policies Placing trades and account management Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology Adherence to the Wealth Enhancement Group's Corporate Communication Strategy and in good compliance standing Education/Qualifications Requires a 4-year degree; business, finance, economics preferred Advanced designation required (CFP, CPA, MBA, etc.) Series 7, 66 (BD/RIA) Series 65 (RIA Only) Insurance Licenses 4+ years of experience within the wealth management industry Ability to source and convert prospects to clients and provide high-level planning-oriented service Possess excellent analytical, organizational, and communication skills (both oral & written) Ability to manage multiple projects at once Engagement in WEG, broader community and active participation in financial planning community OSHA Requirements This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals (Licensed Insurance Agents). We offer award-winning training, access to mentors, & a workday that can be built around your lifestyle. APPLY NOW As a Financial Services Professional, you will: Build a client base by growing relationships with your network and providing guidance Gain expertise through sponsored coursework and proprietary agent development training Guide clients through important financial decisions using the latest software and our expansive product portfolio Pathways to develop your Financial Professional career including leadership, wealth management, & retirement planning What makes a great Financial Services Professional? The ability to present complicated concepts effectively & maintain uncompromising principles, such as honesty &integrity Self-motivation to connect with company provided sales leads and network with new clients Strong relationship building, communication, and time-management skillsA competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer: Exciting Hybrid Schedule (part in office/Part remote) Highly competitive commission structure designed to grow with you (Est. 1st yr. on-track earnings: $55,000-$70,000!) Passive income opportunities & bonus programs Fully paid insurance licensing, SIE, Series 6, Series 63, CFP Award-winning training: Flexible in-office schedules once you complete your agent training (Bankers Life has been a Training Apex Award Winner for the last 12 consecutive years!) Progressive advancement opportunities Retirement savings program potentially within 6 months to 18 months What you need to APPLY: A valid California Life and/or Health LicenseStrong communication & sales skills Ability to build rapport & effectively present complex concepts to clients Self-motivation to network & prospect for new clients Strong relationship-building & time-management skills. A competitive & entrepreneurial spirit. Ability to work part of your week in office (Hybrid Opportunity) Bilingual in English & Spanish a PLUS but not required. At Bankers Life , we are champions of career growth, development & learning. Our offices foster a family environment that encourages teamwork, celebrates achievements & makes fun a priority. We support each other in work & in life, & we pride ourselves on creating a sense of community & belonging. Bonuses, rewards & recognition are important aspects of our culture. Our success as a company is a direct result of our talent in the field, which is why investing in our people breeds success for our financial professionals and our brand. Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ***************************** com You inspire us. We empower you.

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program1. Salary for the first five years as you begin to build your practice2 A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. 1 For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration 2 As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf. Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 5001 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. 1Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

Are you looking for your next challenge? MIGSO-PCUBED is looking for an experienced and passionate Financial/Procurement Analyst to join our team and support our engagements in Sacramento, CA. Who We Are: MIGSO-PCUBED is a global management consulting firm focused on delivering project, program, & portfolio management as a service. We are a global team of about 3,000 expert Consultants operating in Europe, North America, Asia, and Australia. We are industry agnostic, working across Aerospace, Automotive, Rail, Defense, Energy, Financial Services, Telecom, Technology & Media, and Public Sector. Every day, we support our clients by steering major Projects and Programs, managing Project Portfolios, improving maturity and efficiency of PM Organizations, and addressing business transformation and change management initiatives. What You'll Do: As a Financial/Procurement Analyst, you will work within our global team of Project Management Consultants to deliver value. You will engage with key stakeholders and represent the MP brand. This role will have a strong focus on client delivery, with the opportunity to vary your experience and support our top engagements as part of our greater California hub. Your responsibilities/skills include: Strong analytical and financial modeling capabilities. Expertise in procurement processes, cost analysis, and supplier management. Ability to support cost optimization initiatives through detailed financial assessments. Excellent attention to detail and ability to synthesize data into actionable insights. Effective collaboration with cross-functional teams. As a consultant, you will deliver expertise, adapt to new environments, and be able to work within a team. You will represent our brand on client-sites and, thanks to the materials that we provide, you will be prepared to support our engagements. We are expanding rapidly this year, so if you think you would be a good fit to join our team, do not hesitate to apply! Who You Are: You have 8-10 years of experience in financial analysis and procurement. You hold a bachelor's degree, and a passion for Project Management and process improvement. All in all, we are looking for someone proactive, confident, and excited to get started! If you recognize yourself in this description, please do not hesitate to apply. We are excited to meet you! Why You'll Love MP: At MP, our people are our pride and joy. That's why we care about what we can do for YOU and your career. Here are a few reasons why you'll love working with us: Network with diverse team of project managers and consultants around the globe Expand your skillset across countless industries and departments Join our culture of continuous learning including certification trainings and support, internal seminars on the latest in the PM field, access to LinkedIn Learning courses & more! Career development framework Culture of respect, team spirit, excellence, and commitment Compensation: MIGSO-PCUBED believes in fair and equitable compensation. The reasonable estimate of the current total compensatory salary range for this role is $85,000 - $125,000 DOE annually. In addition to base salary, employees will participate in an annual performance-based incentive program. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; certifications; and other business and organizational needs. Equal Opportunity Statement: MIGSO-PCUBED recognizes the civil right of every person to obtain and maintain employment without discrimination. We have a longstanding policy that no individual may be refused a job, discharged, or discriminated against in any way due to any protected characteristics established by local, state and Federal law. In all respects, MIGSO-PCUBED is committed to a policy of full and fair equal employment under the law and applies this in all employment decisions, including recruitment, hiring, compensation, engagement staffing, training, promotion, transfer, and termination.

We are seeking an experienced Investment Banking Associate to join our growing organization for an immediate start. This is a remote position based in North America. You will be working with internet, software, and disruptive consumer companies to execute mergers, acquisitions, and financing assignments. Qualifications: Bachelor's degree in Business, Economics, or Finance with a 3.5 GPA or above. At least four years of experience in investment banking, management consulting, or Big 4 transaction services. (Must have already completed your degree and graduated.) Previous M&A or past internship experience Demonstrated ability to write marketing documentation, model transactions, conduct research, make insightful competitive analyses and perform valuation analyses People and project management skills appropriate to the level Good financial modeling experience in Excel, basic or better PowerPoint skills Self-driven, detail-oriented, ability to produce large amounts of high-quality work products in a short period of time Passion for finance, investment banking, and e-commerce

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners • We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders • We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future • We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work Financial AdvisorWho we are Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees. We're passionate about excellence. Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what do, and we believe you will too. We provide the book of business. You build the possibilities. Are you hardworking and self-motivated? Do you seek to improve the lives of others in your community? Join AIG Retirement Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. What you'll do as a Financial Advisor: Meet with existing and prospective clients to plan their financial future. Utilize our company-provided technology and tools to improve your operation. Marketing support in the form of mailings, email blasts, and customized marketing materials to expand your business and reach new customers. Collaborate with co-workers and your District Vice President to learn new skills and standard methodologies. To help you get started, we offer the resources needed to build your own success: Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support What we are looking for We love hardworking people but more than that, we seek out detailed and self-motivated co-workers who want to build a career and improve the lives of our clients. High school diploma or GED, Bachelor's degree preferred Two plus years of experience working as a Financial Advisor A successful sales track record FINRA Series 6 or 7 licenses and a Series 63 and 65 or 66 Active state life, health & variable license We are an Equal Opportunity Employer Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. At COREBRIDGE FINANCIAL, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives. To learn more please visit: *************************** COREBRIDGE FINANCIAL is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis. This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Applications will be accepted for this position until a satisfactory candidate pool has been identified. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: • Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being • Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. • Employee Assistance Program: Confidential counseling services and resources are available to all employees • Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000 • Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work • Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis. We consider qualified applicants with criminal histories, consistent with applicable law. Applications will be accepted for this position until a satisfactory candidate pool has been identified Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company

JobID: 210594662 JobSchedule: Full time JobShift: Base Pay/Salary: Napa,CA $26.49-$37.50 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 be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment. 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 FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. INVESTMENT AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners • We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders • We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future • We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work Financial AdvisorWho we are Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees. We're passionate about excellence. Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what do, and we believe you will too. We provide the book of business. You build the possibilities. Are you hardworking and self-motivated? Do you seek to improve the lives of others in your community? Join AIG Retirement Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. What you'll do as a Financial Advisor: Meet with existing and prospective clients to plan their financial future. Utilize our company-provided technology and tools to improve your operation. Marketing support in the form of mailings, email blasts, and customized marketing materials to expand your business and reach new customers. Collaborate with co-workers and your District Vice President to learn new skills and standard methodologies. To help you get started, we offer the resources needed to build your own success: Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support What we are looking for We love hardworking people but more than that, we seek out detailed and self-motivated co-workers who want to build a career and improve the lives of our clients. High school diploma or GED, Bachelor's degree preferred Two plus years of experience working as a Financial Advisor A successful sales track record FINRA Series 6 or 7 licenses and a Series 63 and 65 or 66 Active state life, health & variable license We are an Equal Opportunity Employer Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. At COREBRIDGE FINANCIAL, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives. To learn more please visit: *************************** COREBRIDGE FINANCIAL is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis. This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Applications will be accepted for this position until a satisfactory candidate pool has been identified. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: • Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being • Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. • Employee Assistance Program: Confidential counseling services and resources are available to all employees • Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000 • Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work • Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis. We consider qualified applicants with criminal histories, consistent with applicable law. Applications will be accepted for this position until a satisfactory candidate pool has been identified Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company

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

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

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 performing specialized functions across a Financial Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment products and services across the enterprise. Job expectations include leveraging specialists and financial planning tools to deliver holistic investment solutions. 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: Maintains an understanding of the Chief Investment Office (CIO) philosophy, proprietary planning, and investment management tools Monitors, analyzes, and reviews the current market environment and research portfolio recommendations Monitors and manages client portfolios to align with client goals, objectives, risk tolerance, and time horizons Reviews and manages team proprietary models to align with current market assumptions by participating in CIO and manager updates and reviewing reports and allocation updates Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns Assesses and shares pricing findings with clients to ensure understanding of the value of advice and accompanying solutions Required Qualifications: Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support SAFE Act Registration; ADV-2B Required Obtain and/or maintain at least one firm approved designation Possess and demonstrate strong communication skills Thorough knowledge and understanding of the suite of Wealth Management products and services Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way Desired Qualifications: Chartered Financial Analyst or CFA Skills: Causation Analysis Financial Management Investment Management Trading Strategy Trading and Investment Analysis Portfolio Analysis Portfolio Management Price Verification and Valuation Trade Monitoring Trading Client Investments Management Client Solutions Advisory Financial Analysis Financial Forecasting and Modeling Wealth Planning Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CT - Fairfield - 1499 POST RD (CT9499) Pay and benefits information Pay range$49,920.00 - $100,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives. Acts as a catalyst for the promotion and growth of NFFG products and services. Recommends appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG) and subsidiaries, or incumbent financial firms. Manages moderate dollar volume and moderate member bases. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Responsibilities Administer and document basic account activity and execution per NFFG process and procedures and FINRA, NASAA, SEC regulations Conduct periodic review of accounts to communicate account status, explain activities and keep clients aware of new offerings Develop a beginning pipeline of internal/external referral sources in compliance with Navy Federal policies and procedures and guidelines Establish, maintain, and develop basic business relationships with members and internal/external sources in assigned territory, moving towards more complex relationships as experience is gained. Execute customer and broker purchase /sales orders of securities for current/new clients Focus consulting for products and services supported by Registered Investment Advisory Firm in support of current market/ industry shift to managed assets and align with member needs Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business Under some supervision, proactively remain current with research legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFFG clients and/or business environment Monitor accounts to ensure accurate processing, identifies discrepancies, errors/concerns and take remedial actions Monitor, track and report performance of individual sales plans and assigned strategies Participate in development and implementation of new/enhanced processes and financial planning Participate in on-site audits of registered duties, documentation, and processes in order to comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies Perform in-depth on-going research to acquire new accounts in assigned territory to increase market share Plan/conduct life insurance and investment seminars and initiates cross marketing for clients and prospects to grow market penetration of NFFG product services Prepare standard/special reports required by FINRA, NASAA and SEC, participates in industry and/or internal audits under some supervision Provide basic investment consultation related to investment products, life insurance services and related quotes, document preparation and required regulatory filings Provide basic investment industry expertise to client investment consultations and servicing of investment products, stocks, bonds, annuities, mutual funds, managed accounts, and related securities Performs other dues as assigned Qualifications Basic understanding of economic and accounting principles and practices, financial markets, banking and analysis and reporting of financial data Basic knowledge of investment and insurance products Basic knowledge to interpret industry related laws and government regulations Experience in business development to include market strategy, product demonstration and promoting products and services Basic experience consulting with customers to access their financial status and identify investment needs Basic experience working as an adult facilitator, trainer, development coach, and/or internal consultant FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire) Appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm Willingness to pursue CFP, ChFC, or CLU designation after one year of successful employment Strong analytical, decision-making, problem-solving and organization skills Skill exercising initiative and using good judgment to make sound decisions under some supervision and direction Strong interpersonal, verbal, and written communications skills Effective planning, organizational, time management and problem-solving skills Effective skill building effective relationships through rapport, trust, diplomacy, and tact Effective skill exercising initiative and using good judgment to make sound decisions Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes Proficiency with PCs and spreadsheet, database, word processing applications, and financial analysis software tools Desired Qualifications Desired : Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience Desired : Advanced knowledge of Navy Federal's functions, philosophy, operations, and organizational objectives Desired : In pursuit of designations e.g., CFP, ChFC, CLU Hours: Monday - Friday, 9:00AM - 5:30PM (Hybrid) Location: 2040 Harbinson Drive Ste E. Vacaville, CA 95687 Salary: $66,560-$75,000 Base Pay + Variable Compensation Pay + Annual Incentive

To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives. Acts as a catalyst for the promotion and growth of NFFG products and services. Recommends appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG) and subsidiaries, or incumbent financial firms. Manages moderate dollar volume and moderate member bases. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Basic understanding of economic and accounting principles and practices, financial markets, banking and analysis and reporting of financial data Basic knowledge of investment and insurance products Basic knowledge to interpret industry related laws and government regulations Experience in business development to include market strategy, product demonstration and promoting products and services Basic experience consulting with customers to access their financial status and identify investment needs Basic experience working as an adult facilitator, trainer, development coach, and/or internal consultant FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire) Appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm Willingness to pursue CFP, ChFC, or CLU designation after one year of successful employment Strong analytical, decision-making, problem-solving and organization skills Skill exercising initiative and using good judgment to make sound decisions under some supervision and direction Strong interpersonal, verbal, and written communications skills Effective planning, organizational, time management and problem-solving skills Effective skill building effective relationships through rapport, trust, diplomacy, and tact Effective skill exercising initiative and using good judgment to make sound decisions Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes Proficiency with PCs and spreadsheet, database, word processing applications, and financial analysis software tools Desired Qualifications Desired : Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience Desired : Advanced knowledge of Navy Federal's functions, philosophy, operations, and organizational objectives Desired : In pursuit of designations e.g., CFP, ChFC, CLU Hours: Monday - Friday, 9:00AM - 5:30PM (Hybrid) Location: 2040 Harbinson Drive Ste E. Vacaville, CA 95687 Salary: $66,560-$75,000 Base Pay + Variable Compensation Pay + Annual Incentive Administer and document basic account activity and execution per NFFG process and procedures and FINRA, NASAA, SEC regulations Conduct periodic review of accounts to communicate account status, explain activities and keep clients aware of new offerings Develop a beginning pipeline of internal/external referral sources in compliance with Navy Federal policies and procedures and guidelines Establish, maintain, and develop basic business relationships with members and internal/external sources in assigned territory, moving towards more complex relationships as experience is gained. Execute customer and broker purchase /sales orders of securities for current/new clients Focus consulting for products and services supported by Registered Investment Advisory Firm in support of current market/ industry shift to managed assets and align with member needs Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business Under some supervision, proactively remain current with research legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFFG clients and/or business environment Monitor accounts to ensure accurate processing, identifies discrepancies, errors/concerns and take remedial actions Monitor, track and report performance of individual sales plans and assigned strategies Participate in development and implementation of new/enhanced processes and financial planning Participate in on-site audits of registered duties, documentation, and processes in order to comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies Perform in-depth on-going research to acquire new accounts in assigned territory to increase market share Plan/conduct life insurance and investment seminars and initiates cross marketing for clients and prospects to grow market penetration of NFFG product services Prepare standard/special reports required by FINRA, NASAA and SEC, participates in industry and/or internal audits under some supervision Provide basic investment consultation related to investment products, life insurance services and related quotes, document preparation and required regulatory filings Provide basic investment industry expertise to client investment consultations and servicing of investment products, stocks, bonds, annuities, mutual funds, managed accounts, and related securities Performs other dues as assigned

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program1. Salary for the first five years as you begin to build your practice2 A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. 1 For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration 2 As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf. Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 5001 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. 1Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals (Licensed Insurance Agents). We offer award-winning training, access to mentors, & a workday that can be built around your lifestyle. APPLY NOW As a Financial Services Professional, you will: Build a client base by growing relationships with your network and providing guidance Gain expertise through sponsored coursework and proprietary agent development training Guide clients through important financial decisions using the latest software and our expansive product portfolio Pathways to develop your Financial Professional career including leadership, wealth management, & retirement planning What makes a great Financial Services Professional? The ability to present complicated concepts effectively & maintain uncompromising principles, such as honesty &integrity Self-motivation to connect with company provided sales leads and network with new clients Strong relationship building, communication, and time-management skillsA competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer: Exciting Hybrid Schedule (part in office/Part remote) Highly competitive commission structure designed to grow with you (Est. 1st yr. on-track earnings: $55,000-$70,000!) Passive income opportunities & bonus programs Fully paid insurance licensing, SIE, Series 6, Series 63, CFP Award-winning training: Flexible in-office schedules once you complete your agent training (Bankers Life has been a Training Apex Award Winner for the last 12 consecutive years!) Progressive advancement opportunities Retirement savings program potentially within 6 months to 18 months What you need to APPLY: A valid California Life and/or Health LicenseStrong communication & sales skills Ability to build rapport & effectively present complex concepts to clients Self-motivation to network & prospect for new clients Strong relationship-building & time-management skills. A competitive & entrepreneurial spirit. Ability to work part of your week in office (Hybrid Opportunity) Bilingual in English & Spanish a PLUS but not required. At Bankers Life , we are champions of career growth, development & learning. Our offices foster a family environment that encourages teamwork, celebrates achievements & makes fun a priority. We support each other in work & in life, & we pride ourselves on creating a sense of community & belonging. Bonuses, rewards & recognition are important aspects of our culture. Our success as a company is a direct result of our talent in the field, which is why investing in our people breeds success for our financial professionals and our brand. Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ***************************** com You inspire us. We empower you.

We are seeking an experienced Investment Banking Senior Analyst to join our growing organization for an immediate start. This is a remote position based in North America. You will be working with internet, software, and disruptive consumer companies to execute mergers, acquisitions, and financing assignments. Qualifications: Bachelor's degree in Business, Economics, or Finance with a 3.5 GPA or above. At least two years of experience in investment banking, management consulting, or Big 4 transaction services. (Must have already completed your degree and graduated.) Previous M&A or past internship experience Demonstrated ability to write marketing documentation, model transactions, conduct research, make insightful competitive analyses and perform valuation analyses People and project management skills appropriate to the level Good financial modeling experience in Excel, basic or better PowerPoint skills Self-driven, detail-oriented, ability to produce large amounts of high-quality work products in a short period of time Passion for finance, investment banking, and e-commerce

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us 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 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 and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 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 Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College 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 to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among 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: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.