Finance Consultant Jobs in West Mifflin, PA

Lincoln Investment has an exciting opportunity available for Financial Advisors located in Pittsburgh, PA. If you have an entrepreneurial spirit, a passion to grow your own business, and enjoy helping people reach their financial goals, then perhaps this is the opportunity you've been waiting for. For over 50 years, Lincoln Investment has been helping investors to work toward their financial goals. Lincoln Investment is a full-service investment planning firm whose financial professionals offer a wide variety of retirement plan accounts, investment advisory services, college savings plans, insurance products and non-qualified investments. The successful candidate will have the opportunity to acquire new clients in current 403(b) and 457 payroll slots. The qualified individual will: Display the ability to be a self-starter/entrepreneur and demonstrate high skill with relationships and the key competencies required to be a successful advisor Have the ability to generate leads; set and hold productive meetings; present and implement solutions; and be proactive in providing ongoing support and service Understand that our value lies in the depth of client relationships and is exceptional at developing them Be an established, consummate professional at all times, both internally with our team and externally with the public Provide clients with a full range of investment and insurance solutions Desired Skills and Experience: 2-4 yrs. financial sales experience preferred Bachelor's degree required Ability to build and manage client relationships Excellent written and oral communication skills FINRA Series 7 and 66 preferred FINRA Series 6, 63 and 65 may be considered for exceptional candidates State insurance license

The Financial Advisor is responsible for providing discretionary investment guidance for businesses and individuals, expected to provide sound advice and analysis on a variety of investments, including individual equities and fixed income instruments, managed accounts, commodities and alternative investments, among others. The Financial Advisor's role is highly entrepreneurial and involves extensive client management and development, new client prospecting and financial consultancy. The role is responsible for building and maintaining long-term relationships with a portfolio of financially successful clients. As the external face of Dollar Bank, the Financial Advisor is expected to work closely with key firm personnel to provide a superior client experience across the full spectrum of the client's financial life. Qualifications: • Bachelor's degree or commensurate experience is required. • Three years of experience selling mutual fund products, life insurance products, stocks and bonds. • Strong interpersonal skills. • Strong time management and organizational skills. • Ability to prioritize and manage multiple projects. • Functional familiarity with all aspects of Windows applications and navigation as well as competency with Microsoft Word of a similar word processing program. • NASD Series 7, Series 63, Series 65 or 66 & Life and Health Licenses. • Valid driver's license. Principal Activities and Duties: • Make outgoing calls to assigned accounts/leads from Dollar Bank personnel, set appointments and make presentations. • Develop and maintain lead generation through centers of influence to promote Dollar Bank's core values and increase book of business. • Provide full array of Financial planning for clients, dependent upon their needs, to include both Brokerage and Advisory services, inclusive of mutual fund products, life insurance products, stocks, bonds and investment CDs and other investments as appropriate • Maintain effective relationships with all CBO personnel. Conduct training and sales meetings with assigned partnerships and Licensed Bank Employees. • Stay current and up-to-date on products and tax laws affecting customers' finances. • Evaluate customer current and future needs through a thorough review of their current life's situation and develop a plan for each customer, as appropriate • Ensure in all cases product/risk suitability for each customer. • Meet goals established for production, outbound calls, cross referrals, etc… and report progress. • Maintain strong closing ratio from prospect to sale. • Be well informed of the competitor environment. • Complete and file all necessary paperwork. Comply with all rules, regulations and policies of Dollar Bank, Cetera, all State and Federal securities regulators and self-regulatory organizations. • Maintain files in accordance with Cetera guidelines, NASD, SEC, insurance department and regulatory authorities. Address 1 20 Stanwix Street City Pittsburgh State PA Employment Status Full-time FLSA Exempt Schedule Information This position works Monday - Friday by appointment. Benefits Information Full-time employees are eligible for a comprehensive benefits package including medical, dental, vision, 401(k) with immediate vesting, tuition reimbursement, and gym membership reimbursement. Part-time employees qualify for 401(k) with immediate vesting, tuition reimbursement, and gym reimbursement. For more information, please visit ************************************************ EEO Statement Dollar Bank is an Equal Opportunity Employer. Minority/Female/Veteran/Disabled Cetera Investment Services 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.

Our client, a well-established financial advisory firm in Pittsburgh, PA, is seeking a Lead Advisor to join their dynamic team. Founded in 2008 by industry veterans with over 35 years of experience, this firm has built a strong reputation for delivering exceptional financial planning and investment advisory services. With a collaborative team of 13, including 4 Service Advisors and experienced operational staff, they are ready to grow and add a motivated professional to their ranks. About the Role This is a growth-focused, entrepreneurial position for someone passionate about business development and building relationships with ideal clients. The Lead Advisor will play a pivotal role in driving the firm's growth by prospecting, engaging, and bringing on board new business clients. Key Responsibilities Generate new business opportunities by identifying and targeting ideal clients, with a focus on business owners. Cultivate relationships through networking, outreach, and consultative selling to convert prospects into long-term clients. Design and implement tailored financial plans that align with clients' goals and objectives. Serve as a trusted advisor, fostering client relationships and ensuring high levels of satisfaction and retention. Collaborate with the Service Advisors and operational staff to ensure seamless onboarding and ongoing client management. Achieve and exceed new business targets, with a goal of acquiring 8 financial plans per month. Qualifications Proven success in a business development or sales role, preferably in financial services or a related industry (e.g., healthcare, business solutions). Series 7 and/or Series 63 licensing and Life, Accident & Health insurance licensing preferred (or willingness to obtain). Experience working with business owners and understanding their unique financial needs is a plus. Strong relationship-building skills and a consultative approach to sales. Entrepreneurial mindset with a results-driven attitude and the ability to thrive in a goal-oriented environment. Compensation & Benefits Target base salary of $90,000 - $125,000, with performance-based earning potential (50% of revenue generated). The opportunity to achieve six-figure income through recurring revenue and new business growth. Supportive, collaborative work environment with mentorship from experienced advisors.

Find the supportive independence you crave Receive the support you need So many people don't move forward with their dreams of business ownership because of a lack of solid guidance, resources, and coaching. But what if you had a little help from people who know a thing or two about how to get people started in business? Would you do it then? About MassMutual Pittsburgh MassMutual Pittsburgh is a comprehensive financial planning and wealth management firm dedicated to developing strategies to help our clients create, grow and protect wealth and the ones they love. Our team has been serving the Pittsburgh region for many years, offering solutions for individuals, families, and businesses with the goal of creating a sustainable financial future. We pride ourselves on our commitment to serving the community with the utmost integrity, steadfast focus on client satisfaction and unwavering professionalism. The Opportunity: We are currently seeking a Financial Advisor to join our team. In this role, you will be responsible for building your book of business, advising clients on various financial products and services, developing personalized financial strategies, and delivering superior customer service. This is an exciting opportunity if you seek to build a rewarding, long-term career leveraging your skills and experience in a collaborative and supportive environment. Job Responsibilities: Build a network of clients Assess clients' financial situations, understand their needs and develop a comprehensive financial plan Provide information about various financial products and services, including life insurance, retirement plans, and investment opportunities Ensure clients' financial plans are implemented efficiently, monitor progress, and revise as necessary to accommodate changing needs and objectives Build and maintain client relationships, seek opportunities to solicit new business Stay updated with financial products, market trends, and the legal regulations that pertain to financial planning Desired Qualifications: PA Life Accident and Health License or ability to obtain license in the first 3 months A Bachelor's degree in Finance, Business, Economics, or a related field Proficiency in using financial planning tools and software Familiarity with financial regulations and industry's best practices Excellent communication, interpersonal, and relationship-building skills Nice-to-Haves: SIE, FINRA 7 and 66, or ability to obtain them in the first 6 months CFP, CFA, or related professional designation Experience with CRM systems Strong network within the Pittsburgh community Experience in a customer-facing role in insurance and investment services Passionate about making a significant impact in a client's financial journey, with a focus on building and managing long-term client relationships

Are you a leader who has the following traits? Competitive Entrepreneurial Coachable Communicative Self-disciplined Authentic If the answer is yes , consider becoming an insurance agent to drive a positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, train you invaluable skills such as marketing, customer relationship management (CRM) and communication, and provide you with a development team and sales support to guide your success. What we're looking for: We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As a Financial Services Professional, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer: Training and development We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You'll also be eligible to get rewarded and acknowledged with sales incentives and professional development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions. Human guidance When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you: You have the power to determine your income with our commission-based compensation. In 2023, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $117,359. Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. For more information about commission-based income and benefits for financial professionals please follow this link ************************************************************ income-and-benefits. About New York Life: New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards and Accolades: We're proud of our financial strength. A++ Superior (A.M. Best) AAA Exceptionally Strong (Fitch) Aaa Exceptional (Moody's) AA+ Very Strong (Standard and Poor's) We're proud of the training we offer: Chief Learning Officer: 2023 CLO Learning Elite Gold award We're proud to be recognized by organizations that also value diversity: Human Rights Campaign: 2023/2024 Corporate Equality Index Forbes 2023: America's Best Employers for Diversity Seramount: 2023 Best Companies for Multicultural Women We're proud of the help we've provided and continue to provide our clients. 5.3 million lives are protected. This includes all owners of individual life insurance and annuity policies. $937 million lifetime annuity income paid. This includes all payouts on individual income annuity products. $5 billion in living benefits awarded. This includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. Over $1.2 trillion life insurance protection in force. This includes term, whole, and universal life.

Senior Financial Analyst - We are looking for a Senior Financial Analyst to support financial planning, analysis, and reporting functions. This role will leverage Power BI to develop dashboards and data visualizations, working closely with finance, accounting, and business teams to optimize reporting and enhance decision-making. Key Responsibilities: Build and maintain financial models, reports, and dashboards using Power BI to aid strategic decisions. Present key financial insights and recommendations to senior leadership. Conduct in-depth financial analysis to identify trends and business opportunities. Manage budgeting, forecasting, and variance analysis to support financial stability and growth. Automate and streamline financial reporting processes to improve accuracy and efficiency. Collaborate with teams across the organization to enhance financial insights and decision-making. Ensure data accuracy and consistency across financial reporting platforms. Track and analyze key performance indicators (KPIs) to provide actionable insights. Handle ad-hoc financial projects as needed. Qualifications & Skills: Bachelor's degree in Finance, Accounting, Economics, or a related field. 5+ years of experience in financial planning, analysis, or a related role. Strong Power BI skills (data modeling, DAX, dashboard creation). Advanced Excel capabilities. Experience with budgeting, forecasting, and variance analysis. Excellent analytical, problem-solving, and communication skills. Ability to work independently in a fast-paced environment and manage multiple priorities. Preferred Skills: Experience with ERP systems and financial data structures. Strong business acumen and ability to translate complex data into strategic insights.

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

Duquesne Light Company, headquartered in downtown Pittsburgh, is a leader in providing electric energy and has been in the forefront of the electric energy market, with a history rooted in technological innovation and superior customer service. Today, the company continues its role as a leader in the transmission and distribution of electric energy, providing a secure supply of reliable power to more than half a million customers in southwestern Pennsylvania. Duquesne Light Company is committed to creating a culture of inclusion. We value and respect the unique differences and experiences of our employees. We believe that our differences lead to better collaboration, innovation and outcomes. We want you to join our team! The Senior Capital Planning Analyst II will play a key role on the team responsible for the delivery of the capital investment commitment within the Company's business plan. The Specialist will serve on a centralized team for capital investment management working closely with the Operations, Information Technology, Customer Service and Operation Services personnel that are responsible for capital deployment of both projects and programs. The position will assist in leveraging industry best practices and driving a culture of continuous improvement. Location: Hybrid, downtown Pittsburgh, Pennsylvania Responsibilities: Collaboratively, along with the Capital Investment Management team, implements a standardized capital investment reporting and evaluation process that drives accountability for execution of the capital plan throughout the organization. Analyze investment opportunities, conduct financial modeling, and prepare reports to assist in decision-making on capital allocation. Collaborate with cross-functional teams to gather data, assess risks, and identify potential investment strategies aligned with organizational goals. Conduct thorough market research to understand and implement industry best practices for capital deployment and management. Prepare investment proposals, including outlining potential returns, risks, and strategic implications, to leadership and others as needed. Track key performance indicators that measure the Company's ability to deploy capital in an efficient and effective manner. Support and actively champion the capital investment improvement roadmap throughout the organization. Provide suggestions for enhancement of investment processes and methodologies to improve decision-making efficiency and effectiveness. Build and maintain strong professional and working relationships with internal and external stakeholders. Education/Experience: Bachelor's degree in finance, business administration, or other related discipline required. Five (5+) or more years of relevant experience required. Additional education or certifications preferred. Skills and Experience Utilized in this Role Include: Strong analytical skills, strategic thought partnership, and ability to influence others. Excellent computer skills with Microsoft Word, PowerPoint, Excel, etc. Excellent communication skills and technical writing skills. Ability to pay attention to details and think critically. Ability to manage competing priorities in a fast-paced environment. Intellectually curious and eager to learn. Professional, responsible, energetic, and accountable. EQUAL OPPORTUNITY EMPLOYER Duquesne Light Holdings is committed to providing equal employment opportunity to all people in all aspects of the employment relationship, without discrimination because of race, age, sex, color, religion, national origin, disability, sexual orientation and gender identity or status as a Vietnam era or special disabled veteran or any other unlawful basis, as defined by applicable law, and fostering a workplace free of unlawful discrimination and retaliation. This policy affects decisions including, but not limited to, hiring, compensation, benefits, terms and conditions of employment, opportunities for promotion, transfer, layoffs, return from a layoff, training and development, and other privileges of employment. An integral part of Duquesne Light Holdings' commitment is to comply with all applicable federal, state and local laws concerning equal employment and affirmative action. Duquesne Light Holdings is committed to offering an inclusive and accessible experience for all job seekers, including individuals with disabilities. Our goal is to foster an inclusive and accessible workplace where everyone has the opportunity to be successful. If you need a reasonable accommodation to search for a job opening, apply for a position, or participate in the interview process, connect with us at *************** and describe the specific accommodation requested for a disability-related limitation.

Job Posting: Investing Consultant Investing Consultant Type: Part-time/Contract We seek an experienced Investing Consultant to assist in establishing and managing an angel-investing framework within our organization. The ideal candidate will have a solid background in early-stage investment strategies, familiarity with venture capital and angel investment networks, and a proven record of helping startups or investors navigate the unique challenges of angel funding. Key Responsibilities: Develop a structured angel investment framework tailored to the organization's objectives and resources. Identify, screen, and evaluate high-potential startup investment opportunities. Assist in setting up due diligence processes to assess investment risks, valuations, and growth potential. Establish connections with angel investor networks, syndicates, and other potential co-investors. Provide insights on industry trends, investment best practices, and legal considerations for early-stage funding. Offer guidance on structuring investment terms, such as convertible notes, SAFE agreements, and equity distribution. Educate and support internal stakeholders on best practices for angel investment. Qualifications: Experiences: Minimum 10 years in angel investing, venture capital, or early-stage startup consulting. Knowledge: Deep understanding of startup ecosystems, investment structuring, and financial due diligence. Network: Established connections within the angel investing and venture capital communities. Skills: Strong analytical, communications, and project management skills; ability to convey complex investment concepts. Education: Bachelor's degree in Business, Finance, or a related field (MBA preferred). Why Join Us: Opportunity to shape the organization's early-stage investment approach and make a lasting impact. Collaborative, forward-thinking work environment. Flexible work arrangements with opportunities for professional development. To Apply: Please submit your resume and a cover letter detailing your experience with angel investing frameworks, startup ecosystem involvement, and any notable achievements in the field to Kelley Benson, HR - [email protected] Deadline for Application: November 30, 2024

Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Wealth Advisor within PNC Investments, you may be located throughout the PNC Footprint. PNC Wealth Advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Investments, we are passionate about our values and helping our advisors build their future.Job Description Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate. Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently. Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed. Actively and regularly coaches and educates internal business partners to identify investment opportunities. Drives investment education and visibility among internal business partners. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity. Regularly meets with internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsClient Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship ManagementCompetenciesCoaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling.Work ExperienceRoles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s) LicensesFINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

WorkBook Software is a leading ERP software company that is headquartered in Copenhagen, Denmark with offices in the Americas, Vietnam, Australia and UK. Our ERP software boasts a fully integrated ERP system: Collaboration, CRM, pipeline and revenue forecasting, resources and project management, estimating, billing and a robust accounting module with multi company/currency and financial reporting. The majority of our clients come from Advertising, Digital and PR companies but Architects, Consulting Engineers and Management Consulting companies also enjoy the benefits of our software and services. We have an open and inspiring work environment, where the exchange of knowledge is a central part of our daily lives. We work across all departments with a focus on challenging each other through open and positive dialogue. Job Description The ERP & Finance Implementation Consultant will plan, organize, lead and control implementation operations, play a key role in the development initiatives related to client requests and supervise technical items in close collaboration with global HQ in Denmark. We need a charismatic client-facing person with outstanding customer service skills that has proven experience working with our core advertising industry and can show project management skills, system implementation and finance + accounting skills. We are creative in the hiring process and we want the right passionate person and will give appropriate chance to the fitting candidate. Main areas of responsibility: Lead the planning and implementation of WorkBook Software client projects Facilitate the definition of project scope, goals and deliverables per client's needs Develop and supervise full scale project implementation plan using our system, track project deliverables and communicate with client key lead to deliver on-time and within scope and budget Tightly review, propose and align integration of client business process Provide excellent implementation journey, ongoing communications, technical support, deploy end-user training and best practices Oversee timely issues identification, resolution and appropriate escalation Take the lead on requests from clients and writing clean and elaborate briefs for the developers, after clearing the client's needs 100% Provide project management and industry expertise throughout entire project Qualifications 3+ years proven experience as a Project Manager and/or PMP Certification is REQUIRED Experience with project management tools and agile methodologies Top notch accounting & financial implementation experience Experience with all aspect of business management to configure ERP based on each business modules: CRM, project management, resource planning, billing, accounting - method and revenue recognition, financial reporting and best practices guidance 2+ years of experience with ERP or software applications PREFERRED 1+ year of ERP implementation experience is PREFERRED Relevant working experience is REQUIRED within industries such as: ad agencies, creative project management, engineering firm project management, operations, in-house marcomm Excellent presentation and communications skills, ability to work as a team player Ability to manage multiple projects and be able to adapt to changing priorities Ability to effectively train clients and their end-users based on their reality Collaborating with clients to capture business requirements (remote and in person) Additional Information Location: The role is a full-time position and located in our Americas Headquarters: Pittsburgh, PA Application: If this sounds like a perfect description of you, please send your CV and application. Please include your achievements in your application letter.

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

The Associate Financial Advisor is responsible for the development of new business and retention of existing relationships while creating and maintaining relationships with centers of influence and business partners. This position supports a Financial Advisor team and assists with new business, managing client relationships, reviewing portfolio performance with clients and completing client service requests. This individual also conducts securities transactions, holds educational branch meetings as required, communicates effectively within team and management and submit required reports in a timely fashion as requested. An Associate Financial Advisor should be in good standing in their community. Essential Functions * Assist with setting personal goals and targets and meet and/or exceed annual production guidelines * Maximize technology tools available and provide required reporting on a timely basis * Cultivate potential referrals from existing clients, Retail offices, Northwest's departments and centers of influence in the community * Complete financial profiles and accurately analyze customer needs and recommend products and services accordingly, taking into account all suitable alternatives * Perform presentations, meetings, account reviews and seminars with prospects and/or clients; coordinate customer documentation and agreements; correspond as necessary * Monitor client accounts and transactions on an ongoing basis * Cross sell other Northwest products and services and provide branch training on a periodic basis * Recommend new marketing initiatives / potential new business opportunities / improvements to internal procedures * Ensure compliance with Northwest Investment Services and broker dealer policies and procedures; obtain continuing education, as required * Ensure compliance with FINRA/SEC regulations and requirements (licensed representatives) * Conduct securities buying and selling as directed by client (licensed representatives) * Review financial/investment markets daily * Establish a presence with your community * Minimize departmental non-payroll costs * Sit in Northwest Bank branch offices assigned by Regional Sales Manager Additional Essential Functions * Ensure compliance with Northwest's policies and procedures, and Federal/State regulations * Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency * Work as part of a team * Work with on-site equipment QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Preferred Education Bachelor's Degree Finance / related degree Preferred Work Experience 2 - 3 years relevant experience General Employee Knowledge, Skills, and Abilities * Ability to establish effective working relationships among team members and participate in solving problems and making decisions * Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written * Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information * Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information * Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas Additional Knowledge, Skills and Abilities Ability to analyze financial data Knowledge of mutual funds, stocks and bonds Knowledge of investment markets, general economic fundamentals and available products and services Knowledge of Custodian Accounts Knowledge in Investments, IRA's and Estates Knowledge of Fiduciary, ERISA and brokerage account types Knowledge of Employee Benefits Licenses and Certifications Series 7 Life/Accident/Health Series 63 and 65 or 66 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Calgon Carbon | A Kuraray Company currently has an opportunity where you can be a part of our growing team as we provide our customers with outstanding products that make the air we breathe and the water we use safe for generations to come. Financial Analyst II Location: Headquarters - Moon Township, PA Excellent Benefits: Medical, dental, prescription & vision, HSA & retirement savings (401k) - Generous Company Match! Perks: Incentives/bonus plans, competitive pay, dress for your day, hybrid schedules, paid time off (vacation starting at 3 weeks), tuition reimbursement, wellness programs, fun events, learning & development opportunities. Hours of work: Mondays - Fridays, 9:00 AM - 5:00 PM, 40 Hours/Week - Evening work is required of this position as needed (typically heavier at the end of quarters and year-end). The Financial Analyst II independently completes reporting and analysis for all aspects of commercial reporting (revenue & margin and operating expense). Responsibilities include but are not limited to assisting in the budgeting and forecasting cycles as well as the development of tools and frameworks for business line analysis, variance analysis, and tracking of progress against global initiatives. Additionally, the Financial Analyst II will assist in the advancement and integrity of existing reporting and data management utilizing Business Warehouse as well as SQL. The ideal candidate will bring creative and fresh ideas for new/further development of reporting to management. Duties and Responsibilities (not limited to) * Assists in the analysis and reporting input processes for all aspects of the global commercial organization, with a focus on the Americas and Asia regions. Ensures system proficiency to enable accurate reporting while assisting with the development of new tools & methods of tracking and reporting performance. * Completion of key internal controls related activities such as Contract Review as it pertains to revenue recognition, Cost Center Variance Analysis, and Customer Margin Review * Completion of monthly Business Line Margin analyses focused on customer profitability analysis. Responsible for the organization and facilitation of periodic review meetings resulting in the timely communication of required journal entries to the Accounting. * Assists in the compilation of additional recurring and ad hoc financial reporting and requests for management. * Assists commercial and operational teams in the development of the semi-annual global sales & margin budgeting process, as well as periodic forecasts. Monitors business line performance against budget and other performance metrics. Assists with the analysis of Cost of Goods Sold (COGS) impact vs prior standard cost. * Assists in the development of training materials and templates for new processes and reports/dashboards. * Collaborate with the commercial and operations teams to further the utilization of existing tools, including but not limited to development of new and/or enhancement of existing reporting. * Assist with reporting of both monthly incurred and expensed manufacturing variances with additional focus on forecasting future expected variances by working closely with manufacturing analysis team. Qualifications * Bachelor's degree (B.A. or B.S.), or equivalent from four-year college or university is required. * Master's degree (M.B.A.) or equivalent is preferred. * 2-3 years Financial reporting & analysis experience is required. * Existing working knowledge of relational databases such as Power Bi and SQL. * Advanced Excel skills is preferred. * Prior experience in a Manufacturing organization with relevant experience in financial reporting & analysis is preferred. More about Calgon Carbon, A Kuraray Company We are a company of scientific innovators with over 205 patents. For over 75 years, we've been innovating solutions to the world's emerging challenges. Since creating the first activated carbon products from bituminous coal in the 1940s, Calgon Carbon has been a pioneer in developing advanced products, systems and services for air and water purification. Calgon Carbon's product portfolio now encompasses more than 700 direct market applications. Headquartered in Pittsburgh, Pennsylvania, Calgon Carbon employs approximately 1,350 people and operates 20 manufacturing, reactivation, innovation and equipment fabrication facilities in the U.S., Asia, and in Europe, where Calgon Carbon is known as Chemviron. Calgon Carbon was acquired by Kuraray in March of 2018. With complementary products and services, the combined organization will continue to focus on providing the highest quality and most innovative activated carbon and filtration media products, equipment, and services to meet customer needs anywhere in the world. Calgon Carbon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans VEVRRA Federal Contractor

A successful candidate in this role will be responsible for providing business planning, forecasting, and analytical support for assigned Armada National Accounts businesses. The candidate will also focus on transactions and details and must be process-oriented. Advanced PC and financial systems knowledge with the ability to adapt to a continuously changing work environment are essential. In addition to a solid accounting acumen, the analyst is a self-directed problem solver who interacts well with others. Lastly, the candidate must be able to participate and collaborate with others both inside and outside of the finance department to ensure compliance with required accounting controls and reporting requirements. Job Responsibilities: Prepare Armada's National Accounts monthly consolidated financial statements and various monthly financial reporting packages Analyze results, perform variance analysis, identify trends, and make recommendations for improvements Assist with preparation of financial forecasts for account management and executive team Support the development of National Accounts annual financial plan Serves as point of contact for Armada's operational support and accounting teams Work closely with other corporate and business unit resources to improve standardization and implement best practices Complete ad hoc analyses and support projects related to National Accounts Assist in the development and analysis of client metrics, measures, and KPIs that result in greater financial visibility and accountability Adhere to finance policies, procedures and internal controls Ability to effectively communicate verbally and in writing throughout all levels of the company Education Minimum - BS/BA Degree in Accounting / Finance Preferred - Candidates with a MBA and / or CPA (active or inactive) Work Experience 2-4 years of experience in public accounting (“Big 4” or regional) or private industry Supply chain, distribution, inventory, and/or logistics experience is preferred Desired Skills and Experience Strong knowledge of US GAAP and general accounting Experience in general ledger accounting and reporting Transaction oriented with detailed understanding of financial process flows ERP general ledger experience preferred (JD Edwards 9.0) Proficient with Microsoft Office applications with an emphasis on Excel and PowerPoint Self-motivated and results-oriented Ability to work effectively in a team environment Strong problem solving and analytical skills Other Position is headquartered in RIDC Park, Pittsburgh, PA at Armada Supply Chain Solutions corporate headquarters Occasional and infrequent business travel to operational sites and/or client's offices may occur

Opportunity IMG is looking for cleared PTC Windchill Consultant to support our customer. Responsibilities include: System Administration- Oversee the configuration, management, and optimization of PTC Windchill to meet organizational requirements. Use Case Analysis- Interpret business use cases and translate them into effective system configuration and enhancements. Integration-Facilitate seamless integration of Windchill with Other enterprise systems and tools to ensure efficient workflows Promotion and Advocacy-Actively promote the benefits of Windchill, providing training and support to end-users. Proactive Solutions- Identify and implement improvements and solution to maximize Windchill's functionality and address system changes. Salary- 90-150k Qualifications Required Experience •Bachelor's degree in Engineering, Computer Science, or a related field •6+ years of experience with PTC Windchill administration, configuration and integration •Strong understanding of .PLM principles and best practices. •Excellent problem-solving abilities with a focus on translating business needs into technical solutions Desired Experience •Experience with government clients or in regulated environments is advantageous. •Strong communication skills with a proactive and solution oriented approach. •Relevant certifications (e.g. Windchill Professional Certification) About IMG Founded in 1987, IMG is a leading small business that exemplifies competence, integrity and follow-through. We consistently provide customer focused professional services, which ensures our company is recognized for continually exceeding expectations. We believe that at the core of our success stand our people. Our people have provided professional services in the Information Technology field for our customers with a commitment to customer satisfaction for over 35 years. IMG Benefits: Health, dental, vision, and life insurance Short term and long term disability insurance 401(k) with generous company match Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA) Personal leave plus paid federal holidays Professional development and training assistance IMG is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status, or any other protected class.

At New York Life, you're in control of your career journey. You can grow your practice with the backing of a Fortune 100company that is a leader in the financial services industry. New York Life is the largest mutual life insurance company in the United States1 and holds the highest financial strength ratings currently awarded to any life insurer in the United States.2We proudly have more MDRT members than any other company and know what it takes to help you be successful.3 What we offer... Wide ranges of products to address clients' needs. With New York Life, you can offer diverse products and services to help meet your clients' protection and financial needs. These products include: life insurance, annuities, long term care insurance, disability insurance and investment products offered through our broker-dealer arm NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency, and workplace solutions offered by our Business Solutions division. You can also use our sponsored marketing agreements to offer non-proprietary products to your clients, such as group health insurance. Enhance your wealth planning practice by becoming a Financial Advisor with our investment advisory affiliate Eagle Strategies LLC, a Registered Investment Adviser. As a New York Life Agent*, you will also have access to the company's Advanced Planning Group for large and complex case design and support for your clients. Flexibility to operate your practice. With the flexibility to work in one of our over 100 offices nationally or work in a detached location, New York Life provides a strong foundation for your success. Additionally, you can choose whether to market under the New York Life brand or your own business name with a DBA. You have the flexibility at New York Life to do what's right for your practice. Support and development opportunities to grow your practice. New York Life will invest in you and your business from the start, with a product and developmental support team dedicated to your success that will never compete with you for sales. Leverage New York Life's industry-leading learning platform for continuing education and specialization. Through our Practice Models learning paths, we provide the opportunity to specialize and hone market expertise in areas such as Financial Guidance, Retirement Planning,4 Wealth Advisory,5 Estate Planning and Business Planning. Beyond formal continuing education opportunities and reimbursement for obtaining certain industry professional designations, New York Life offers strong peer-to-peer support options, including study groups and mentorship opportunities. You'll also get rewarded and acknowledged with our sales incentives and professional development trips for top performing agents. How we will compensate you. You have the power to drive your own income with our commission-based compensation.6 The average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements in 2023 was $117,359.7 In that same year, the average income of the top 50 of those agents was $1.68M.7 Benefits for eligible full-time agents include medical, dental, vision, a 401(k) and pension.8 For more information about commission-based income and benefits for financial professionals, please follow this link: ******************************************************************************** About New York Life... As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interest of our clients, not with outside investors or Wall Street. Our focus is on delivering value to our clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. Every year since 1854, we've paid dividends to eligible policyholders.9 To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. Awards & Accolades... We're proud of our financial strength 2 • A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody's) • AA+ Very Strong (Standard & Poor's) We're proud of the help we've provided and continue to provide our clients10 • 5.3 million lives protected (includes all owners of individual life insurance and annuity policies) • $5 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.) • $937 million lifetime annuity income paid (includes all payouts on individual income annuity products) • Over $1.2 trillion life insurance protection in force (includes term, whole, and universal life)11 New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity * The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1. Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/5/2023. For methodology, please see ********************************************************************* . 2. Individual Third-Party Rating Reports for financial strength: A.M. Best A++, Fitch Ratings AAA, Moody's Aaa, and Standard & Poor's AA+ (as of 11/17/2023) 3. New York Life agents have led the Million Dollar Round Table for 69 consecutive years. 1,305 of MDRT members are New York Life professionals. Source: MDRT, July 2023. 4. Retirement Planning specialization: Must be a Registered Representative with NYLIFE Securities LLC, member FINRA/SIPC, a Licensed Insurance Agency and a New York Life Company. 5. Wealth Advisory specialization: Must be a Financial Advisor affiliated with Eagle Strategies LLC, A Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 6. If you do not qualify for the position of an Experienced Financial professional, you may qualify for an Introductory (PTAS) Contract. Under a PTAS Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period as a PTAS agent of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 7. Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus, who were active as of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied. 8. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason. 9. Dividends are not guaranteed. 10. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2023. 11. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2023. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. AR10511_052024 SMRU5029909 (Exp.06.30.2025)

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

The Associate Financial Advisor is responsible for the development of new business and retention of existing relationships while creating and maintaining relationships with centers of influence and business partners. This position supports a Financial Advisor team and assists with new business, managing client relationships, reviewing portfolio performance with clients and completing client service requests. This individual also conducts securities transactions, holds educational branch meetings as required, communicates effectively within team and management and submit required reports in a timely fashion as requested. An Associate Financial Advisor should be in good standing in their community. Essential Functions • Assist with setting personal goals and targets and meet and/or exceed annual production guidelines • Maximize technology tools available and provide required reporting on a timely basis • Cultivate potential referrals from existing clients, Retail offices, Northwest's departments and centers of influence in the community • Complete financial profiles and accurately analyze customer needs and recommend products and services accordingly, taking into account all suitable alternatives • Perform presentations, meetings, account reviews and seminars with prospects and/or clients; coordinate customer documentation and agreements; correspond as necessary • Monitor client accounts and transactions on an ongoing basis • Cross sell other Northwest products and services and provide branch training on a periodic basis • Recommend new marketing initiatives / potential new business opportunities / improvements to internal procedures • Ensure compliance with Northwest Investment Services and broker dealer policies and procedures; obtain continuing education, as required • Ensure compliance with FINRA/SEC regulations and requirements (licensed representatives) • Conduct securities buying and selling as directed by client (licensed representatives) • Review financial/investment markets daily • Establish a presence with your community • Minimize departmental non-payroll costs • Sit in Northwest Bank branch offices assigned by Regional Sales Manager Additional Essential Functions • Ensure compliance with Northwest's policies and procedures, and Federal/State regulations • Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency • Work as part of a team • Work with on-site equipment QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Preferred Education Bachelor's Degree Finance / related degree Preferred Work Experience 2 - 3 years relevant experience General Employee Knowledge, Skills, and Abilities • Ability to establish effective working relationships among team members and participate in solving problems and making decisions • Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written • Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information • Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information • Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas Additional Knowledge, Skills and Abilities Ability to analyze financial data Knowledge of mutual funds, stocks and bonds Knowledge of investment markets, general economic fundamentals and available products and services Knowledge of Custodian Accounts Knowledge in Investments, IRA's and Estates Knowledge of Fiduciary, ERISA and brokerage account types Knowledge of Employee Benefits Licenses and Certifications Series 7 Life/Accident/Health Series 63 and 65 or 66 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.