Finance Consultant Jobs in Topeka, KS

The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank's consumer and business customers. The Financial Advisor assesses the customer's investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives. PLEASE NOTE: Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. Job Responsibilities The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include: · Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances · Advising the customer regarding the advantages, risks, and disadvantages of different products · Developing internal referral resources to identify existing customers · Identifying external prospects and building up new client relationships · Identifying cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling · Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales · Maintaining all necessary licenses and registrations as required · Successfully completing all mandatory training in a timely manner · Maintaining superior and courteous service to promote products and expand customer relationships · Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism Job Requirements With a strong focus on sales and customer service, the Financial Advisor should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do. Additional Education and Training requirements of the Financial Advisor include: · FINRA Series 7, 63 and 65 or FINRA Series 7, 66 (Required) · Life & Health Insurance license (Required) · Strong sales, marketing and business development skills · 2+ years of experience as producing advisor · Bachelor's degree preferred Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we're committed to helping you reach your goals - both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you'll have access to: · A clear transition plan and timeline so you know what to expect, and when · Our orientation course to give you an overview of all the tools and services available to you · Assistance with account transfers and paperwork, and frequent updates on their status · Help with communications to your current clients about your transition · In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform · New business cards, stationery, and email address · An introduction to our vast marketing resources, so you can start using them with current and prospective clients If you are interested in this position, please attach a copy of your resume with your application.

Allworth Financial (************************** is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2022. SUMMARY The Financial Planner plays a crucial role on our Wealth Planning team, working closely with Advisors, the Sales Team, and integrated service partners (e.g., tax, estate, insurance, and investments) to produce essential financial planning deliverables. Responsibilities include collecting client data, performing data entry into financial planning software, analyzing information, and preparing initial proposals and comprehensive financial plans. This position is a behind-the-scenes contributor to the client experience, ensuring accuracy, consistency, and timeliness of all planning documents. The ideal candidate has keen attention to detail, is confident in working with financial data, and is motivated to learn and grow within the financial planning field. While some direct client interaction may be required, the main focus is on supporting Advisors in delivering high-quality financial advice. This is an Exempt, in-office position in either our Addison, TX / Lawrence, KS / Cincinnati, OH office. This position has a budgeted base salary of $95k-$110k annually and is eligible for an annual bonus based on their performance, and the company's. DUTIES AND RESPONSIBILITIES Partner with Advisors and Sales Team (30%) Collaborate with Advisors and the Sales Team to understand client objectives and gather necessary financial information. Review initial planning needs, clarify data requirements, and help organize all relevant client documents. Maintain clear communication with the team regarding case progress and any outstanding data requirements. Collaborate with Integrated Services (20%) Coordinate with Tax, Estate Planning, Insurance, and Investment teams to collect specialized input for each client's financial plan. Consolidate, summarize, and verify all information to ensure alignment with the client's goals. Track case activities and maintain accurate records in Salesforce (or similar CRM). Create and Support Financial Planning Deliverables (40%) Enter and update client data in financial planning software (e.g., eMoney, MoneyGuidePro), ensuring accuracy and consistency. Prepare initial proposals, plan summaries, and supporting documents based on the Advisor's recommendations. Collaborate with Advisors to refine and finalize comprehensive financial plans, incorporating any updates or new information. Adhere to best practices and established timelines to maintain a high standard of service quality. Client Presentation Support (10%) Organize and prepare meeting materials for Advisor-led client presentations. Participate in client meetings when necessary to provide detailed insights or gather additional data. Coordinate post-meeting follow-up activities, including updating client records and scheduling next steps. EXPERIENCE AND QUALIFICATIONS Bachelor's degree in finance, financial planning, economics, or related field (or equivalent work experience). 2-3 years of experience in financial services, with exposure to planning support, data entry, and documentation processes. Familiarity with financial planning software (e.g., eMoney, MoneyGuidePro) is highly preferred. Demonstrated interest in pursuing professional designations (e.g., CFP ) is a plus. Strong organizational skills with meticulous attention to detail and accuracy. Excellent verbal and written communication skills; enjoys collaborative teamwork. Ability to manage multiple projects in a fast-paced, dynamic environment. Proficiency in Microsoft Office (Word, Excel, PowerPoint); experience with Salesforce or similar CRM is advantageous. Must be in good compliance standing with all relevant regulations, rules, and internal policies. PHYSICAL REQUIREMENT This position requires the ability to stand or sit for prolonged periods, lift up to 15 pounds, file documents in high or low cabinets, and use telephone and computer systems for extended durations. BENEFITS We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including: Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates Dental insurance with MetLife Vision insurance with VSP Optional supplemental benefits Healthcare savings accounts with company contribution Flexible spending accounts Flexible working arrangements Generous 401K contributions Exempt associates qualify for our flexible paid time off policy. Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment 11 Paid Holidays Option to participate in our Equity Purchase Program Future growth opportunities within the company In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture. Benefits are available to full-time associates who work more than 30 hours a week. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job. Allworth Financial participates in E-Verify. Click here for more information. California residents, click here for our privacy policy.

The Corporate Financial Analyst I supports monthly, quarterly, and ad hoc reporting for internal and external stakeholders. Key responsibilities include preparing annual budgets, monthly forecasts, and collaborating with Finance Functions (Actuarial, Risk Adjustment, Accounting, Risk Management, etc.). This position requires evaluating financial performance, assisting with forecasts, and analyzing results to generate decision support insights. The ideal candidate will possess analytical capabilities, proficiency in financial modeling, and the ability to understand key financial concepts. *This position will be hired at the Corporate Financial Analyst I, II, or III level ** This position is eligible to work hybrid (9 or more days a month onsite) in accordance with our Telecommuting Policy. Applicants must reside in Kansas or Missouri or be willing to relocate as a condition of employment. Are you ready to make a difference? Choose to work for one of the most trusted companies in Kansas. Why Join Us? Family Comes First: Total rewards package that promotes the idea of family first for all employees. Professional Growth Opportunities: Advance your career with ongoing training and development programs. Dynamic Work Environment: Collaborate with a team of passionate and driven individuals. Inclusive Work Environment: We pride ourselves on fostering a diverse and inclusive workplace where everyone is valued and respected. Compensation $62,640 - $99,000 Exempt salary grade Blue Cross and Blue Shield of Kansas offers excellent competitive compensation with the goal of retaining and growing talented team members. The salary range for this role is a good faith estimate, it is estimated based on what a successful candidate might be paid. All offers presented to candidates are carefully reviewed to ensure fair, equitable pay by offering competitive salaries that align with the individual's skills, education, experience, and training. The range may vary above or below the stated amounts. What you'll do Assist in the development of annual budgets and periodic forecasts. Prepare detailed monthly, quarterly, and annual financial reports, including in-depth variance analysis and key performance indicators. Perform analysis of financial data and develop financial models to provide insights and support business decisions. Monitor and track financial performance against established corporate targets and budgets, identifying and addressing any discrepancies. Conduct in-depth analyses of financial data to highlight trends, risks, leading indicators, business statistics, and opportunities for improvement. Utilize scalable analytical models that produce fact-based data analysis and insights to support business, investment, and cash planning decisions. May assist in the development of business cases and recommendations on financial strategies focused on business growth/market presence and margin improvement such as M&A support, product launches, market entry, and process improvement efforts. Support the coordination and consolidation of functional expense and revenue forecasts Support preparation of financial presentations for senior management and other stakeholders. Ensure compliance with financial regulations and company policies. Conduct ad hoc financial analyses and assist with special projects as required. Stay current with industry trends, emerging financial practices, and regulatory changes. Knowledge/Skills/Abilities High level of integrity and ethical behavior. Critical thinking, analytical, and problem-solving abilities. Strong attention to detail and an understanding of planning and forecasting techniques. Excellent communication skills, both verbal and written. Strong organizational and time management skills, with the ability to manage multiple priorities and deadlines. Comfortable working in a fast-paced environment and adapting to change. Familiarity with financial modeling and analysis tools, including experience with Microsoft Excel and other business software. Ability to work both independently and collaborate with other individuals and teams. Business, financial and nonfinancial data acumen. Familiarity with enterprise resource planning (ERP) and financial planning tools/systems. What you need Bachelor's degree in Finance, Accounting, Economics, or related field; in lieu of degree, minimum of 3 years of progressive, relevant work experience. 0-3 years of relevant experience in financial analysis or a related field. Benefits & Perks Base compensation is only one component of your competitive Total Rewards package Incentive pay program (EPIP) Health/Vision/Dental insurance 6 weeks paid parental leave for new mothers and fathers Fertility/Adoption assistance 2 weeks paid caregiver leave 5% 401(k) plan matching Tuition reimbursement Health & fitness benefits, discounts and resources Our Commitment to Diversity, Equity, Inclusion, and Belonging At Blue Cross and Blue Shield of Kansas, we are committed to fostering a culture of diversity, equity, inclusion, and belonging (DEIB), where mutual respect is at the foundation of our workplace. We provide equal employment opportunities to all individuals, regardless of race, color, religion, belief, sex, pregnancy (including childbirth, lactation, and related medical conditions), national origin, age, physical or mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military or veteran status, family or parental status, or any other characteristic protected by applicable law. We believe that embracing diversity and authentically promoting inclusion, equity, and belonging among our team members is crucial to our collective success. By intentionally recruiting, developing, and retaining a diverse pool of talent, we cultivate an environment where everyone feels valued, heard, and empowered to contribute. Accommodations are available for applicants with disabilities upon request, ensuring an inclusive and accessible hiring process for all.

The Corporate Financial Analyst I supports monthly, quarterly, and ad hoc reporting for internal and external stakeholders. Key responsibilities include preparing annual budgets, monthly forecasts, and collaborating with Finance Functions (Actuarial, Risk Adjustment, Accounting, Risk Management, etc.). This position requires evaluating financial performance, assisting with forecasts, and analyzing results to generate decision support insights. The ideal candidate will possess analytical capabilities, proficiency in financial modeling, and the ability to understand key financial concepts. * This position will be hired at the Corporate Financial Analyst I, II, or III level This position is eligible to work hybrid (9 or more days a month onsite) in accordance with our Telecommuting Policy. Applicants must reside in Kansas or Missouri or be willing to relocate as a condition of employment. Are you ready to make a difference? Choose to work for one of the most trusted companies in Kansas. Why Join Us? * Family Comes First: Total rewards package that promotes the idea of family first for all employees. * Professional Growth Opportunities: Advance your career with ongoing training and development programs. * Dynamic Work Environment: Collaborate with a team of passionate and driven individuals. * Inclusive Work Environment: We pride ourselves on fostering a diverse and inclusive workplace where everyone is valued and respected. Compensation $62,640 - $99,000 Exempt salary grade * Blue Cross and Blue Shield of Kansas offers excellent competitive compensation with the goal of retaining and growing talented team members. The salary range for this role is a good faith estimate, it is estimated based on what a successful candidate might be paid. All offers presented to candidates are carefully reviewed to ensure fair, equitable pay by offering competitive salaries that align with the individual's skills, education, experience, and training. The range may vary above or below the stated amounts. What you'll do * Assist in the development of annual budgets and periodic forecasts. * Prepare detailed monthly, quarterly, and annual financial reports, including in-depth variance analysis and key performance indicators. * Perform analysis of financial data and develop financial models to provide insights and support business decisions. * Monitor and track financial performance against established corporate targets and budgets, identifying and addressing any discrepancies. * Conduct in-depth analyses of financial data to highlight trends, risks, leading indicators, business statistics, and opportunities for improvement. * Utilize scalable analytical models that produce fact-based data analysis and insights to support business, investment, and cash planning decisions. * May assist in the development of business cases and recommendations on financial strategies focused on business growth/market presence and margin improvement such as M&A support, product launches, market entry, and process improvement efforts. * Support the coordination and consolidation of functional expense and revenue forecasts * Support preparation of financial presentations for senior management and other stakeholders. * Ensure compliance with financial regulations and company policies. * Conduct ad hoc financial analyses and assist with special projects as required. * Stay current with industry trends, emerging financial practices, and regulatory changes. Knowledge/Skills/Abilities * High level of integrity and ethical behavior. * Critical thinking, analytical, and problem-solving abilities. * Strong attention to detail and an understanding of planning and forecasting techniques. * Excellent communication skills, both verbal and written. * Strong organizational and time management skills, with the ability to manage multiple priorities and deadlines. * Comfortable working in a fast-paced environment and adapting to change. * Familiarity with financial modeling and analysis tools, including experience with Microsoft Excel and other business software. * Ability to work both independently and collaborate with other individuals and teams. * Business, financial and nonfinancial data acumen. * Familiarity with enterprise resource planning (ERP) and financial planning tools/systems. What you need * Bachelor's degree in Finance, Accounting, Economics, or related field; in lieu of degree, minimum of 3 years of progressive, relevant work experience. * 0-3 years of relevant experience in financial analysis or a related field. Benefits & Perks * Base compensation is only one component of your competitive Total Rewards package * Incentive pay program (EPIP) * Health/Vision/Dental insurance * 6 weeks paid parental leave for new mothers and fathers * Fertility/Adoption assistance * 2 weeks paid caregiver leave * 5% 401(k) plan matching * Tuition reimbursement * Health & fitness benefits, discounts and resources Our Commitment to Diversity, Equity, Inclusion, and Belonging At Blue Cross and Blue Shield of Kansas, we are committed to fostering a culture of diversity, equity, inclusion, and belonging (DEIB), where mutual respect is at the foundation of our workplace. We provide equal employment opportunities to all individuals, regardless of race, color, religion, belief, sex, pregnancy (including childbirth, lactation, and related medical conditions), national origin, age, physical or mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military or veteran status, family or parental status, or any other characteristic protected by applicable law. We believe that embracing diversity and authentically promoting inclusion, equity, and belonging among our team members is crucial to our collective success. By intentionally recruiting, developing, and retaining a diverse pool of talent, we cultivate an environment where everyone feels valued, heard, and empowered to contribute. Accommodations are available for applicants with disabilities upon request, ensuring an inclusive and accessible hiring process for all.

Wisepath Financial Group DBA Strategic Financial Concepts (SFC) Are you a Financial Advisor seeking greater autonomy, unlimited earning potential, and the chance to provide holistic wealth management solutions backed by a Fortune 500-level infrastructure? Tired of restrictive quotas, capped commissions, and limited product portfolios? Join Strategic Financial Concepts (SFC), where we address common industry pain points by offering robust marketing support, cutting-edge technology, and an environment that values growth and flexibility.Why SFC? Fortune 500 Resources & Stability - Leverage big-firm credibility without sacrificing independence. Unlimited Earning Potential - Residual income, uncapped commissions, bonuses, and incentives. Holistic, Purpose-Driven Approach - Offer comprehensive solutions (insurance, investments, retirement, estate) using our economic-based financial planning tool. Flexible Schedule & Autonomy - Control your client relationships and work-life balance. Collaborative Culture - Grow through continuous professional development and joint work with seasoned associates. Key Responsibilities Client Acquisition & Relationship Building - Network, prospect, and maintain trust-based client relationships. Needs Analysis & Custom Planning - Conduct in-depth fact-gathering to design tailored financial strategies. Product & Services Implementation - Offer diverse solutions, including insurance, mutual funds, and more. Ongoing Client Support - Adapt plans as clients' circumstances and market conditions change. Compliance & Integrity - Adhere to fiduciary and regulatory standards while upholding SFC's ethical culture. Qualifications Licenses: Series 7/6, Series 63/66, and Life & Health (preferred). Experience: Proven track record in financial services, strong networking abilities, or a keen desire to succeed in this arena. Education: BA/BS or equivalent work experience. Skills: Exceptional interpersonal, analytical, and client-focused mindset. Benefits W-2 with 7.5% FICA 401(k) with 6% Match Health, Dental, Vision, Life/Disability Insurance National Recognition Programs & Chairman's Trips Flexible Work Schedule & Advancement Opportunities Addressing Common Advisor Pain Points No More Commission Caps: Boost your unlimited earning potential and reap the rewards of your hard work. Extensive Product Portfolio: Offer a broad suite of solutions to fit every client's needs-no more “one-size-fits-all” constraints. Brand & Marketing Support: Leverage our Fortune 500 backing for credibility and in-house marketing resources for lead generation. Collaboration & Mentorship: Grow alongside experienced advisors and benefit from a culture of joint work and shared success. Work-Life Balance: Enjoy the freedom to build your schedule around your clients and personal life. About Strategic Financial Concepts Founded on the belief that “our goal is your success,” SFC provides comprehensive financial strategies-from insurance and investments to retirement and estate planning. We take pride in delivering personalized service to each client and supporting our advisors with the best tools, training, and resources in the industry. If you're ready to transform your career, make a tangible impact on clients' financial well-being, and take control of your income, we want to hear from you. Apply today to become part of the SFC family and start building a future that's both financially and personally rewarding!

divp/pp/pMeaningful work. Rewarding career. br/br/Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. br/br/At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health amp; variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. p/pp/pp As a Thrivent Financial advisor, you will:/pulli Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. /lili Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. /lili Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. /lili Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. /lili Have the flexibility to control your schedule, allowing for work-life balance. /lili Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. /lili Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. /li/ulp/ppb Desired Characteristics/b/pp Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:/pulli Self-disciplined, independent and driven to succeed. /lili Motivated by helping others and seeing them achieve their goals. /liliA natural coach or guide with strong interpersonal skills. /lili Passionate about living a life of generosity by serving others, not just selling products. /li/ulp/pp Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. /pp/ppb Requirements/b/pulli Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. /lili Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. /lili Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. /li/ulp/ppb Compensation and Benefits/bbr You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:/br/pulli Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. /lili Medical, dental, vision, disability and accidental death and dismemberment insurance. /lili Pension, 401(k) and retiree medical plans. /lili Ongoing support, training and opportunity for professional growth as you build your business. /lili Well-being programs to help you manage your physical, emotional and financial health. /lili Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. /lili Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. /li/ulp/ppb About Thrivent/bbrspan Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2. 4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from Samp;P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. /span/br/pp/pp/pp/pp Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. /pp/ppi To learn more about the privacy of your information, visit our/i iworkforce privacy policy at thrivent. com/privacy. /i/ppi Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent. com or FINRA's Broker Check for more information about our financial advisors. /i/pp/pp/pp style="text-align:left"ispan Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, /span/iispansexspan, gender identity, sexual orientation,/span pregnancy, spannational origin, age, disability, marital status, citizenship status, military or veteran status,/span spangenetic information, or any /spanotherspan /spanstatus spanprotected by applicable local, state/span,span or federal law. This policy applies to all employees and job applicants. /span/span/i/pp style="text-align:left"ispan Thrivent isspan committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation/span, spanplease let us know by sending an email to /span/spanspana href="mailto:human. resources@thrivent. com" target="_blank"spanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspan class="WCO0"human. resources@thrivent. com/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/a/spanspan or call /spanspanspan************/span/spanspan and request Human Resources. /span/i/pp style="text-align:inherit"/pp style="text-align:inherit"/p/div

**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 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 a valued part of our firm, 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. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., 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 clients 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. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team 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. **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 (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. 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** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor 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.

**_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

**Responsibilities:** + Drive process improvement and finance transformation initiatives through automation, standardization, and process simplification. + Become a trusted partner and advisor with finance, IT, and other cross-functional business teams. + Collaborate with functional leaders, process owners and system users to understand business processes and pain points in order to deliver solutions. + Maintaining effective communication within the team and with cross-functional business partners. + Support finance, IT, and other cross-functional business teams with system design and troubleshooting issues. + Lead and/or support small to medium process improvement projects including identifying and coordination of all key stakeholders, requirements gathering, building project plans, communicating status, managing end-to-end UAT, and change management. + Ensure finance projects achieve the desired outcome including operational effectiveness, compliance, and reporting requirements. + Assist with special project work for finance as needed, through direction of Finance leadership. + Prepare project metrics to highlight improvements and communicate to senior leadership. **Qualifications:** + Bachelor's Degree in Business, Accounting, Finance or related field plus 3+ years of related professional work experience desired + CPA (active or inactive status) a plus + Workday financial system and financial process improvement experience + Project management skills + Excellent communication skills + Relationship management experience + Exposure to Finance efficiency tools (Alteryx, UiPath) + Understanding of accounting guidelines and SOX controls + Ability to assess granular level details to facilitate strategic high-level decision making. + Strong attention to detail and data analysis + Ability to multi-task and act with a sense of urgency + Strong organization skills and ability to prioritize + Relationship management; ability to partner and influence at all levels within an organization + Strong project management capabilities to plan, organize, deliver projects on time and on budget Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $76,500.00 - $90,000.00 Cushman & Wakefield provides equal employment opportunity. Discrimination of any type will not be tolerated. Cushman & Wakefield is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or any other characteristic protected by state, federal, or local law. In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at ****************** or email *************************** . Please refer to the job title and job location when you contact us. INCO: "Cushman & Wakefield"

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

Full-time Description ****Average hourly rate is $18.00 (including wage, incentives, bonuses, overtime, shift differential, etc.)**** ****Are you looking for a job with an organization that is devoted to the strength of family in your community? Well then Mainstream Nonprofit Solutions has the job for you! The Finance Specialist I is a pivotal member of a collaborative focused on meeting the unique needs of Kansas children and families. Bring your professional experience to help us leverage the strengths of your community to best meet the needs of children, youth, and families! You'll be making a difference in a child's life. A Day in The Life as Finance Specialist I As a Finance Specialist I, you'll be part of a team directly responsible for the accounting duties of an agency that directly helps families and children throughout the North Texas area. While your position may be remote, you'll be part a team coming together to take responsibility for: Working directly with outside client agencies to develop strong relationships. Entering accurate and complete data into the Agency's automated system. Keeping complete and accurate records of vendor invoices and payments. Preparing and reviewing monthly financial worksheets of community care providers. Ensuring Agency payments and invoices are submitted accurately and are complete. Providing confidential information to care providers on reimbursement payments. Helping the Agency promptly resolve financial disputes with community providers. Assisting the accounting team with account receivables, account payable and payroll. Responding promptly to any reports requested by regulatory agencies. Assisting that all organizational financial activities are carried out in compliance with local, state and federal regulations and laws governing business operations. What We Are Looking For We are looking for a full-time Finance Specialist I to add to our team! If you have at least one year of general accounting experience or equivalent and a High School/G.E.D. diploma, Valid driver's license and meet agency underwriting standards, then we should talk! Why you should work for Mainstream Nonprofit Solutions We offer a wide variety of benefits, including flexible scheduling! We also provide you with 20 days of personal leave in your first year of employment and 25 days after completion of year one as well as 12 paid holidays! We offer a longevity bonus and tuition reimbursement! As a bonus, you get to work with a FANTASTIC team who are all dedicated to the mission and vision by being devoted to the strength of family and to be nationally recognized for excellence in service, education, and advocacy. If you want to make a difference in the lives of families, join our team today! TFI is an Equal Opportunity Employer. To apply, please visit **************************** Requirements Predictive Index assessments assist hiring managers determine if a candidate may be a good match for the position. Please Complete a Predictive Index assessment at the following link below: ************************************************************************************************* The PI Assessment takes 5-7 minutes to complete. There are no right or wrong answers. Salary Description Average hourly rate for this position $18.00

VUI since 2004 has been helping clients improve their business, environmental and social performance. We do this by applying innovative processes, market intelligence and fresh thinking. We provide advice and consulting services at strategic, policy and operational levels, concentrating on three key areas: Position: IBM BPM Consultant, Location: Topeka, KS, Duration: Full time, Job Description:- Relevant Experience (Yrs) : 8+ years Technical/Functional Skills : • Need good exposure in designing BPDs using standard BPM components • Should have done couple of implantations in IBM BPM • Good experience in designing coaches and good to have understanding of different open source UI frameworks (Angular JS, Bootstrap) • Should be well versed with SCA, SOA and integration technologies • Should have designed BPEL processes and can showcase integration experience between heterogeneous systems Experience Required:- • Need good exposure in designing BPDs using standard BPM components • Should have done couple of implantations in IBM BPM • Good experience in designing coaches and good to have understanding of different open source UI frameworks (Angular JS, Bootstrap) • Should be well versed with SCA, SOA and integration technologies • Should have designed BPEL processes and can showcase integration experience between heterogeneous systems Roles & Responsibilities : • Requirement Gathering • Analyses and Design • Build and Implementation • Stakeholder management • Good communication skills • Status reporting Generic Managerial Skills: Good communication skill essential Education :- Bachelors/Masters Additional Information If available please contact me for more details at E-Mail- ************ ext-113

SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve. At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team! This role is responsible for delivering value-added services for SitusAMC and its Clients. This may include but not be limited to the oversight and management of operational assessments of financial industry participants, advisory engagements, litigation support, or other engagements. Working closely with SitusAMC team members and Clients, the Consultant will utilize his or her loan origination and servicing experience in a professional capacity to oversee and perform qualitative assessments of mortgage operations, compliance, accounting, legal, and IT systems. While managing the day-to-day responsibilities, the incumbent will be asked to provide support to SitusAMC consulting engagements as may be necessary, including special projects and client requests. As a mortgage banking professional, the consultant will make an essential contribution to our company and our clients and will work among a team of bright, committed, and inspiring individuals in an exciting, fast-paced environment. This is a part time, non-exempt position paying $150/hour -$300/hour. + Perform detailed review and risk assessment of mortgage + Gather, track, and assimilate due diligence questionnaires, legal documentation, and financial statements as well as compliance and operational policies and procedures + Evaluate servicing policies and related operations + Demonstrate executive presence while conducting on-site and/or remote operational assessments of target entities to assess business and operational risks related to operational efficiencies, compliance with regulatory and licensing requirements, organizational structure, financial stability, technology, and internal controls + Create full-length, comprehensive operational due diligence reports summarizing the identified risks, issues, or deficiencies + Facilitate communication and tracking of documentation request lists and review agenda + Maintain accurate review status in SitusAMC systems, including billable hours, as appropriate, to ensure timely completion and invoicing of completed engagements + Such other activities as may be assigned by the business \#LI-MS1 #LI-REMOTE Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The annual full time base salary range for this role is $1.00 - $1.00 Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans. Pay Transparency Nondiscrimination Provision (****************************************************************************************************** SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Know Your Rights, Workplace Discrimination is Illegal (*********************************************************************************************** SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.

This is a remote/hybrid role Are you a driven, high-energy individual looking to jumpstart your career in the financial services industry? Wisepath Financial Group DBA - Strategic Financial Concepts (SFC) is seeking an Entry-Level Financial Advisor to join our rapidly growing team. Backed by a Fortune 500-level infrastructure, we equip you with the resources, mentorship, and flexibility needed to thrive in a performance-based environment.Why Join SFC? Unlimited Earning Potential - Enjoy residual income, additional bonuses, and incentives. Fortune 500 Support - Leverage big-firm credibility, brand recognition, and robust marketing tools. Collaboration & Mentorship - Work alongside experienced advisors, receive hands-on training, and accelerate your growth. Flexibility & Autonomy - Build your own schedule and maintain work-life balance. Comprehensive Benefits - Health, dental, vision, and life/disability insurance; 401(k) with matching; national recognition programs; and more. Key Responsibilities Lead Generation & Qualification Prospect new sales leads via calls, emails, and networking. Engage potential clients, qualifying them for further financial discussions. Relationship Building Stay in contact with existing prospects to foster trust and brand awareness. Request referrals and follow up on qualified leads in coordination with senior advisors. Client Support & Education Respond to client inquiries, identify needs, and suggest potential solutions or services. Coordinate in-person meetings or calls between new clients and Financial Advisors. Collaborate with Financial Advisors Be the point person for lead flow and handoffs to senior advisors. Participate in joint work opportunities to develop your industry knowledge and client-service skills. Channel Partner Outreach Network with potential channel partners-businesses, associations, and community organizations-to expand SFC's reach. Qualifications Education: BS in Marketing, Business Administration, or related field (preferred) Experience & Skills: 1+ year of sales or finance experience (preferred) Hands-on familiarity with CRM software and MS Excel Comfortable with cold calling and other prospecting techniques Strong communication skills and an understanding of sales performance metrics Licensing: Life & Health Insurance Licenses (preferred, or willingness to obtain) Benefits & Perks Unlimited Earning Potential with commission, residual income, and bonus structures Financial Assistance for new advisors (licensing sponsorship, designations) W-2 with 7.5% FICA 401(k) with 6% Match Health, Dental, Vision, and Life/Disability Insurance National Recognition Programs (business conferences, Chairman's trips) Marketing & Sales Support plus ongoing mentorship from seasoned advisors Flexible Work Schedule and advancement opportunities Access to a Proprietary, Economic-Based Financial Planning Tool About Strategic Financial Concepts At SFC, our mission is simple: “Our goal is your success.” We're committed to providing integrated financial solutions-from insurance and investments to retirement and estate planning-while equipping our advisors with top-tier training, technology, and support. If you have the energy, tenacity, and passion to excel in the financial services industry, we want to help you grow. Ready to take the first step? Join SFC as an Entry-Level Financial Advisor and start building a fulfilling career defined by professional growth, meaningful client relationships, and unlimited earning potential. Apply now to become part of our SFC family!

Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. * Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. * Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. * Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. * Have the flexibility to control your schedule, allowing for work-life balance. * Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. * Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: * Self-disciplined, independent and driven to succeed. * Motivated by helping others and seeing them achieve their goals. * A natural coach or guide with strong interpersonal skills. * Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements * Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. * Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. * Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: * Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. * Medical, dental, vision, disability and accidental death and dismemberment insurance. * Pension, 401(k) and retiree medical plans. * Ongoing support, training and opportunity for professional growth as you build your business. * Well-being programs to help you manage your physical, emotional and financial health. * Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. * Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors-those with a passion for growing a long-term career and a drive to make our clients' financial lives better. If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America's Advisor Development Program and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. 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 your position requires SAFE Act registration, you will be 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 your immediate termination. We'll help you • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. • Get training and one-on-one coaching from Academy managers who are invested in your success. • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. • Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities. • Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs. As a Financial Solutions Advisor Stage I, you can look forward to • Unlimited potential for financial growth. • A strong referral base from across the business through our relationship with one in every two households. • Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education. • Robust marketing support to reach wider audiences with greater appeal. • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes. • Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors. We're a culture that • Believes in responsible growth and has a proven dedication to supporting the communities we serve. • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world. • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. Required Qualifications: • Sets and accomplishes goals, achieving whatever you put your mind to. • Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients. • Communicates clearly and confidently with clients from all walks of life. • Works well with others and collaborates productively to get things done. • Can manage complexity, prioritize tasks and execute in a fast-paced environment. • Likes to learn on your feet, adapting to new information and seeking the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and will incorporate relevant regulatory due diligence into daily to-do's and long-term strategies for clients. Desired Qualifications: • Strong computer skills with an ability to multitask in a demanding environment. • A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships. Shift: 1st shift (United States of America) Hours Per Week: 40

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.

SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve. At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team! This role is responsible for delivering value-added services for SitusAMC and its Clients. This may include but not be limited to the oversight and management of operational assessments of financial industry participants, advisory engagements, litigation support, or other engagements. Working closely with SitusAMC team members and Clients, the Consultant will utilize his or her loan origination and servicing experience in a professional capacity to oversee and perform qualitative assessments of mortgage operations, compliance, accounting, legal, and IT systems. While managing the day-to-day responsibilities, the incumbent will be asked to provide support to SitusAMC consulting engagements as may be necessary, including special projects and client requests. As a mortgage banking professional, the consultant will make an essential contribution to our company and our clients and will work among a team of bright, committed, and inspiring individuals in an exciting, fast-paced environment. This is a temporary, non-exempt position paying $75/hour- $100/hour. + Perform detailed review and risk assessment of mortgage + Gather, track, and assimilate due diligence questionnaires, legal documentation, and financial statements as well as compliance and operational policies and procedures + Evaluate servicing policies and related operations + Demonstrate executive presence while conducting on-site and/or remote operational assessments of target entities to assess business and operational risks related to operational efficiencies, compliance with regulatory and licensing requirements, organizational structure, financial stability, technology, and internal controls + Create full-length, comprehensive operational due diligence reports summarizing the identified risks, issues, or deficiencies + Facilitate communication and tracking of documentation request lists and review agenda + Maintain accurate review status in SitusAMC systems, including billable hours, as appropriate, to ensure timely completion and invoicing of completed engagements + Such other activities as may be assigned by the business \#LI-REMOTE Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The annual full time base salary range for this role is $1.00 - $1.00 Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans. Pay Transparency Nondiscrimination Provision (****************************************************************************************************** SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Know Your Rights, Workplace Discrimination is Illegal (*********************************************************************************************** SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.