Finance Planner Jobs in Avon, OH

The Investment 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 Investment 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 Investment 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 Investment 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 requirements of the Investment 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 Education and Training 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.

Advance Capital Management is a fee-only RIA, serving more than 7000 households across the country, with more than $4 billion in AUM. For more than 35 years, we've helped people feel more confident in achieving their most important financial goals through our financial planning and investment management services. Our team is passionate about helping our clients live their ideal lives. From the start, our guiding principle was to care for people and their needs in the same way you would a family member or close friend. We are proud to have been recognized in the industry by Barrons, Forbes, Investment News and Financial Advisor magazines. Position Overview We are seeking a Associate Financial Advisor to join our team in Independence, OH. The ideal candidate will have a passion for helping clients navigate their financial journeys and a strong understanding of financial planning, investment strategies, and wealth management. This role will have an emphasis on serving clients within a team environment in addition to new client development. Key Responsibilities · Develop and maintain long-term relationships with clients. · Provide personalized financial advice and create tailored financial plans. · Conduct regular reviews with clients to ensure their financial goals are being met. · Maintaining the team's client service model, directing the onboarding processes, and deepening the client relationship with a subset of already established clients. · Support the other advisors in the team to further develop and enhance existing client relationships. · Act as a key point of contact for clients on any requests/needs. · Prepare client meeting materials including financial planning, asset allocation, and investment performance reports. · Following internal guidelines regarding processes and procedures related to compliance regulations. · Stay up-to-date with market trends and regulatory changes. Qualifications: Bachelor's degree in Finance, Economics, or a related field. Certified Financial Planner (CFP) designation preferred. Series 65 license. Strong knowledge of financial planning, and wealth management. Strong relationship management skills. Ability to communicate effectively with advisors, clients and internal departments. Adept at presenting complex topics in understandable terms. High level of integrity and professionalism. Familiarity with CRM and Financial Planning technology. What We Offer: Competitive salary and performance-based bonuses. Comprehensive benefits package, including health, dental, and 401(k). · Paid time off, including vacation, sick, holidays and personal days. Opportunities for professional development and career advancement. Supportive and collaborative work environment.

Multi-Billion Wealth Management Firm Cleveland, OH Established Multibillion AUM Independent RIA seeks an Associate Financial Advisor to collaborate with a team of Lead Advisors in providing comprehensive financial planning services to high net worth and ultra high net worth clientele. Not a sales role. The Firm offers comprehensive investment management and financial planning for high net worth and ultra high net worth clientele and fosters a collegial culture of continuous learning and growth. Highlights Collaborate with and support Senior Financial Advisors as part of a Wealth Management team which provides Advisory Services to high net worth and ultra-high net worth individuals and families Team-based, forward thinking and planning driven culture with an impressive track record of growth, supported by a robust client service team and professional management Key responsibilities include preparing financial reports, tax projections, portfolio analyses, and client deliverables. Excellent career growth trajectory within the firm Competitive compensation package including base salary, bonus, and benefits Hybrid schedule, 4 days in office weekly Requirements 1-2+ years Financial Services or Public Accounting experience Series 65, or interest in obtaining the 65 and/or CFP within a year Drive to continuously improve and grow in a collaborative team based environment Tech savvy, preferably within Excel, portfolio management systems, and financial planning software

Role Title: SAP FI Consultant Employment Type: Contract-to-Hire Duration: 6 month contract to hire Preferred Location: 4 days onsite in Mayfield Heights, OH. 1 day remote Role Description: -Act as the subject matter expert to projects on SAP FICO functional modules in the role arena and advise what the art of the possible is. Elicit requirements using interviews, process reviews, shadowing, document analysis, requirements workshops, surveys, site visits, business process descriptions, use cases, scenarios, business analysis, and task & workflow analysis. This will either be as an individual SAP Subject Matter Expert or in conjunction with a Business Analyst. Critically evaluate information gathered from multiple sources, reconcile conflicts, identify, and close gaps, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs. Proactively communicate and collaborate with external and internal customers to analyze information needs and SAP functional requirements and deliver appropriate artefacts on standard templates, including but not limited to Process Flows, Technical Design, Solution Design, User Stories, Use Cases, GUI Screen and Interface designs. Successfully engage in multiple initiatives simultaneously. Interpret customer business needs and translate them into application and operational requirements. Act as the liaison between the customer community and the SAP application teams regards SAP capability. Collaborate with developers and subject matter experts to establish the technical vision and analyze trade-offs between usability, functionality and performance needs. Implement and deploy SAP template solution to achieve defined business goals to design, maintain, deploy solution for Finance and controlling component and cross functional components such as production planning, procurement etc. Owns and manages the design, documentation and implementation of processes and process improvements in conjunction with process owners, Super Users, SAP functional specialists and third-party as part of the SAP CoE. Initiates continuous improvements activities to increase the efficiency of the business information systems and meet global business objectives. Requirements: -A minimum of 5 years SAP full cycle implementation experience in Financial Accounting, Controlling and Management Accounting as well as support experience. Experienced SAP finance subject matter expert who is able to engage with business, extract business requirements and configure SAP solutions. (AP/AR/ etc but this does need to be more focused on FI vs CO) Previous Manufacturing industry experience Excellent verbal and written communication skills and the ability to interact professionally with a diverse stakeholder group including executives, managers, business process owners and subject matter experts. Identify and manage senior stakeholders, evaluate their interests and establish effective communication channels ensuring effective stakeholder management and engagement. Specify requirements for toolset adaptions, acceptance testing of implemented solutions, develop migration strategies and plans. Provide Technical expertise within their functional area with the team, prove accountability and be a role models to others. Ensure processes, deliverables and responsibilities are fully aligned with strategic priorities / goals of the organization. Good appreciation of systems design and SAP configuration. Working knowledge of appropriate legislation, accounting standards, including the Data Protection Act, DFARS and ITARS. Day-to-day use of Microsoft Outlook, Excel, Word, Visio & PowerPoint Able to facilitate workshops, lead discussions and gain consensus views on decisions. Knowledge of business processes, commercial drivers and activities. Plusses: CO experience Experience as accountant / business role in finance

Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among Fortune 500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.

Judson Group has been retained by a growing wealth management firm with AUM over $2.5B in the search for an Associate Wealth Advisor - CFP. This individual will work with a Regional Branch Manager and service a client base of ~100 clients. This is an ideal position for someone who is a true relationship builder and is service-minded. Responsibilities: Manage existing client relationships, including ongoing regular client contact and communications. Cultivate new client opportunities through a well established referral channel and COI Network. Introduce and implement financial plans and wealth management decisions. Responsible for high level of personalized wealth management services to clients. Prepare for and lead meetings with clients and prospects. Effectively communicate wealth strategy, planning solutions, and value proposition. Work with clients to ensure action items are thoroughly executed and documented. Gather client data including financial constraints and goals. Work with client support team to provide an exceptional client experience. Requirements: BA/BS Degree; CFP highly preferred. Series 65 preferred. Minimum 4 years as an IAR. Track record of direct management of client relationships. Experience working with financial planning software, Salesforce, and/or MoneyGuidePro. Strong knowledge of the financial planning process, related services and client servicing needs. Organized and detail oriented while managing and prioritizing multiple tasks simultaneously. A growth mindset along with a commitment to client retention and satisfaction. Compensation: Competitive compensation, bonus, and benefits package. Significant upside potential. Location: Akron, Ohio

Casa Lending is the leading lender enabling professional real estate investors to take their business to the next level and scale to new heights. We offer a variety of hard money and long-term loans to meet your real estate financing needs. Whether you're a fix and flip investor, a new construction professional, looking for portfolio loans, or holding long-term rentals, we have the flexible capital you need to grow and scale your business. At Casa Lending, we pride ourselves on providing exceptional borrower experience and maintaining healthy loan performance. As a Closing Specialist, you are responsible for ensuring a smooth, accurate, and efficient loan funding process. This role involves verifying documentation, coordinating with various stakeholders, ensuring compliance with company and regulatory policies, and maintaining strong relationships with title companies, closing attorneys, internal stakeholders, and other partners. This role plays a crucial part in ensuring that funds are correctly disbursed and that all transactions comply with established guidelines. This includes confirming that loans are registered with MERS, boarded to third-party servicers, and moved swiftly through diligence and dispositioned to capital partners efficiently. What You'll Do: Loan Funding: Verify the accuracy and completeness of loan files, including title reports, insurance, and other trailing qualification documentation. Identify any outstanding items and ensure the appropriate parties are aware before the loan can be funded. Accurately prepare closing documents and coordinate with third parties to balance an accurate settlement statement. Oversee the timely preparation and delivery of these documents to minimize delays and optimize the closing process. Thoroughly review all signed loan documents for accuracy, completeness, and inclusion of all required documentation before authorizing the release of closing funds. Collaborate with Builders Capital's Treasury team to confirm the source of funds and request funding once all required conditions have been met. Ensure that loan proceeds are disbursed accurately and timely to the appropriate parties, such as escrow companies, borrowers, or third parties. Act as a liaison between the lending institution, title companies, closing attorneys, and internal stakeholders to resolve issues promptly and streamline the funding process. Assess financial risks associated with funding decisions and report any concerns to management. Create and maintain internal documents and reports related to loan funding activities. Post-Closing Responsibilities: Ensure each long-term financing loan is registered with MERS and appropriately boarded to third-party servicers when necessary. Facilitate the post-closing loan diligence process to meet investor guidelines and trade timelines efficiently. Maintain detailed records of diligence, MERS registration, and loan sale activities for quality control, compliance and reporting purposes. General: Maintain positive working relationships with all relevant stakeholders to ensure high-quality loan origination and an expedited post-closing process, enabling the timely and efficient disposition of loans to capital partners. Track and analyze key performance indicators (KPIs) related to post-closing and lock desk functions, recommending adjustments to improve turnaround times and customer satisfaction. Contribute to the ongoing development and improvement of funding, and post-closing procedures, leveraging feedback and data to enhance overall efficiency. Qualifications: Education: Bachelor's degree in finance, business, or related field. Experience: Minimum of 2 years of experience in mortgage funding, loan processing, post-closing, lock desk management, capital markets or a similar role within the mortgage or real estate industry. Strong understanding of mortgage documents, loan funding & sale procedures, rate lock processes and regulatory compliance requirements. Excellent attention to detail and organizational skills. Strong communication and interpersonal skills for maintaining relationships with stakeholders. Proficiency in mortgage software and Microsoft Office applications. Ability to analyze financial data and assess risk. Critical thinking skills to manage any discrepancies or issues that arise during the funding process. Ability to adapt to a new division's evolving processes and contribute to continuous improvement. Ability to work independently and collaboratively in a fast-paced environment. High level of integrity and commitment to maintaining confidentiality and regulatory compliance. Proactive mindset to identify and implement process improvements in a new and evolving division. Why You'll Love It Here: Innovative Environment: Be part of a forward-thinking company at the forefront of the construction finance industry, with access to cutting-edge technology and resources. Work Flexibility: Enjoy a flexible work environment that allows you to balance professional success with your personal life. National Impact: Join a nationwide operation making a significant impact on real estate development and home building across the U.S. Health Insurance: Builders Capital pays 100% of your medical insurance premiums, offering both PPO and HSA plans. Health Savings Account (HSA): We contribute annually to your HSA account, providing additional support for your healthcare needs. Competitive Compensation: We offer competitive salaries that reflect your expertise and contributions. Paid Time Off: Take time to recharge with 3 weeks of paid time off each year. Paid Holidays: Enjoy 10 paid holidays annually to spend quality time with family, friends, or on personal interests. This job posting highlights the most critical responsibilities and requirements of the job; however, there may be additional duties, responsibilities, and qualifications for this job. Construction Loan Services II LLC (Casa Lending) and its affiliates are Equal Employment Opportunity (EEO) employers and welcome all qualified applicants. This is a full-time, exempt position. The job description contained herein is not intended to be a comprehensive list of the duties and responsibilities of the position, which may change without notice.

OneSparQ is looking for a Financial Planning & Analysis Analyst in a manufacturing setting in Mayfield, OH. Required Skills: 2+ years experience in an FP&A role (Financial, Planning & Analysis) Bachelor's degree in accounting , finance or economics Experience in a manufacturing environment Proficient in Excel, specifically with Pivot Tables and VLOOKUPS Additional Skills: (not required) Experience working for the Big 4 (Deloitte, Ernest & Young (EY), KPMG and PricewaterhouseCoopers (PwC)) CPA or CMA Responsibilities: Manage the budget and forecasting processes, including analyzing the numbers and providing insights into the rationale behind them At the end of each month and year, review the financial statements for 20 subsidiaries and the corporate level to assess any deviations from the budget, and investigate the reasons for these changes. Will be working as a sole contributor

Brown Gibbons Lang & Company (BGL) is a leading independent investment bank and financial advisory firm focused on the global middle market. We advise private and public corporations and debt and equity sponsors on mergers and acquisitions, divestitures, capital markets, financial restructurings, valuations and opinions, real estate, and other strategic matters. On every engagement, our clients receive senior-level attention from experienced bankers who bring a wealth of industry knowledge, transaction expertise, and deep relationships with key players in a broad range of industries. Job Description Investment Banking Associates at Brown Gibbons Lang & Company have a strategic position and will oversee the preparation of financial analyses, conduct due diligence, develop offering presentation materials, and participate in the structuring and execution of a wide variety of transactions. Investment Banking Associates assume an integral role in transaction execution and client interaction, as well as participation in marketing efforts and identifying prospective clients. Investment Banking Associate Responsibilities: BGL Investment Banking Associates enjoy a high level of involvement at every stage of the transaction and frequently interact with senior level bankers and management of client companies. They are active contributors during every phase of the transaction process and are integral to each transaction team. Additionally, Associates work closely with senior bankers to assist with their new business efforts. Investment Banking Associates at BGL act as primary processors of transactions and proposals. Associates are expected to master all aspects of transaction execution, including new business presentations, financial modeling and analysis, industry research, and preparation of other written materials. Associates are required to have the ability to work on two to three transactions at any one time. As they become more experienced, Associates will be expected to manage transactions along with senior bankers and help coordinate the activities of team members, clients, attorneys, and accountants. Job Responsibilities: Supporting senior bankers in transaction execution and client management Performing financial analysis Identifying potential investors, buyers, acquisition targets or merger partners Conducting industry research Participating in new business development Cultivating analyst development Qualifications Candidates for this position should be dynamic, highly-motivated individuals with a sincere enjoyment of their work and should demonstrate a commitment to excellence in all tasks and to the growth of the firm as a leader in the middle market. Successful candidates possess the following characteristics: Bachelor's Degree required, MBA preferred Two or more years of previous experience in Investment Banking Outstanding academic record Strong accounting and financial modeling knowledge and experience Excellent interpersonal skills Excellent written and verbal communication skills Ambitious team player with commitment to excellence Additional Information We have Investment Banking opportunities available in our Cleveland, OH and Chicago, IL offices.

Golden Reserve is looking for an experienced financial retirement planner. We know the challenges you face to make it in the financial industry. Particularly, if you don't inherit a book of business, or your parents weren't a member of the right country club. We know about the empty promises you've probably heard to get you in the door but very little support and guidance once you get started. Golden Reserve built our company on trying to not just change the financial industry for retirees - but also for the people we hire. We provide you with ALL of your leads from our TV & Radio Shows (********************************************************** Seminars and Digital channels. Our services model combines our internal attorneys, CPAs and you, all under one roof. And its working, Golden Reserve is one of the fastest growing companies across the Midwest, with 40+ offices in 9 states, and regularly recognized as one of the most innovative companies in the country. We provide: Salary : Retirement Planner (2-4 years of client selling experience) - $125,000, increasing to $175,000 in Year 2 Senior Retirement Planner (5+ years of client selling experience) - $150,000, increasing to $200,000 in Year 2 Both include uncapped production, and bonus compensation Prospects - you do NOT need to build or bring your own book of business; we provide you with ALL your pre-qualified leads· Benefits - Generous PTO policy, Health Insurance, Dental Insurance, 401(k), & Life Insurance We expect: · Conversion : we deliver the leads - we expect you to win and convert them into clients · Service : provide excellent customer service to your existing clients · Commitment : we must earn your trust, but we expect every new team member to be committed to our new way of approaching financial services and our sales systems and training If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume. BUT BEFORE YOU APPLY - this is NOT a typical financial services position - so if you want to learn more, check out: A Day in the Life of a Retirement Planner. And don't take our word for it, listen to our team share how Golden Reserve Changed their life, Retirement Planner Testimonials. Click to see our Radio, TV & YouTube shows (********************************************** and our CEO's Amazon bestselling book that defines our company's culture and mission - Fire Your Financial Advisor (********************************** You can also learn more at ********************** Requirements We require: Three (3) years+ of new client meeting experience State Life and Health Insurance Licenses FINRA Series 65 registration, or equivalent GRIT - we built this company brick by brick with a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter

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

Prudential Advisors is looking for an experienced financial professional in the Akron area that is interested in working with Prudential existing client base. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions. This position will offer: The ability to service existing clients The ability to build a strong client base with Prudential's exceptional referral programs The opportunity to create client solutions without proprietary products sells requirements Compensation that is 100% benefitable regardless of the product or company you sell The look and feel of an independent advisor with the benefits of being an employee. 3 retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan. Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience If you are interested to learn more call me at ************ or email me at ************************** or if you know someone feel free to forward my message to them. Thank you.

Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.

Brown Gibbons Lang & Company (BGL) is a leading independent investment bank and financial advisory firm focused on the global middle market. We advise private and public corporations and debt and equity sponsors on mergers and acquisitions, divestitures, capital markets, financial restructurings, valuations and opinions, real estate, and other strategic matters. On every engagement, our clients receive senior-level attention from experienced bankers who bring a wealth of industry knowledge, transaction expertise, and deep relationships with key players in a broad range of industries. Job Description Investment Banking Associates at Brown Gibbons Lang & Company have a strategic position and will oversee the preparation of financial analyses, conduct due diligence, develop offering presentation materials, and participate in the structuring and execution of a wide variety of transactions. Investment Banking Associates assume an integral role in transaction execution and client interaction, as well as participation in marketing efforts and identifying prospective clients. Investment Banking Associate Responsibilities: BGL Investment Banking Associates enjoy a high level of involvement at every stage of the transaction and frequently interact with senior level bankers and management of client companies. They are active contributors during every phase of the transaction process and are integral to each transaction team. Additionally, Associates work closely with senior bankers to assist with their new business efforts. Investment Banking Associates at BGL act as primary processors of transactions and proposals. Associates are expected to master all aspects of transaction execution, including new business presentations, financial modeling and analysis, industry research, and preparation of other written materials. Associates are required to have the ability to work on two to three transactions at any one time. As they become more experienced, Associates will be expected to manage transactions along with senior bankers and help coordinate the activities of team members, clients, attorneys, and accountants. Job Responsibilities: Supporting senior bankers in transaction execution and client management Performing financial analysis Identifying potential investors, buyers, acquisition targets or merger partners Conducting industry research Participating in new business development Cultivating analyst development Qualifications Candidates for this position should be dynamic, highly-motivated individuals with a sincere enjoyment of their work and should demonstrate a commitment to excellence in all tasks and to the growth of the firm as a leader in the middle market. Successful candidates possess the following characteristics: Bachelor's Degree required, MBA preferred Two or more years of previous experience in Investment Banking Outstanding academic record Strong accounting and financial modeling knowledge and experience Excellent interpersonal skills Excellent written and verbal communication skills Ambitious team player with commitment to excellence Additional Information We have Investment Banking opportunities available in our Cleveland, OH and Chicago, IL offices.

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

Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated analytical individual to join us in our Akron firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. The Financial Professional is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program (“CDP”), your typical day may include: · Developing relationships with clients (both existing and prospective) · Gathering client information and using that information to build robust financial plans. · Helping clients prepare for their retirement. · Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus. YOU: · Are a self-starter. · Have an entrepreneurial mindset. · Are a customer service champion. · Are an engaging and compelling communicator and negotiator. · Are a problem solver. · Are a Life-long student seeking continued education and professional development. · Are a critical thinker. · Have prior sales experience and/or enjoy networking and seeking new clients. · Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent. WE: · Provide a framework to help you attain all licensing and education needed to progress through the career. · Support your learning through joint work and a team environment. · Provide competitive, pay-for-performance compensation, which includes commissions and benefits that are unique in our industry. · Provide a roadmap for your success with our experienced team of leaders. Learn more about this exciting opportunity. Call me at ********** or email ************************** to schedule an informational interview! The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state's applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA's eligible dependents and may be eligible for paid leave. Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates.

Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among Fortune 500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.

Brown Gibbons Lang & Company (BGL) is a leading independent investment bank and financial advisory firm focused on the global middle market. We advise private and public corporations and debt and equity sponsors on mergers and acquisitions, divestitures, capital markets, financial restructurings, valuations and opinions, real estate, and other strategic matters. On every engagement, our clients receive senior-level attention from experienced bankers who bring a wealth of industry knowledge, transaction expertise, and deep relationships with key players in a broad range of industries. Job Description BGL is hiring an Investment Banking Senior Analyst to work at our office in downtown Cleveland. Analysts at BGL are entrusted with a high level of responsibility as important contributors to the transaction team. Our analysts work closely with Associates and Senior Bankers in the preparation of presentation materials and analysis and frequently interact with clients. The job is fast-paced and the learning curve is steep, as Analysts work closely with clients and internal teams across multiple transactions. Analyst Responsibilities: Conducting industry research. Interacting with senior bankers and executives from client companies in preparation and presentation of transaction materials. Ensuring the accuracy and adherence to the firm's quality standards of all presentation materials and analyses. Supporting the firms' marketing and recruitment activities. Qualifications Analyst Qualifications: Candidates for this position should be dynamic, highly motivated individuals with a sincere enjoyment of their work and should demonstrate a commitment to excellence in all tasks and to the growth of the firm as a leader in the middle market. Successful candidates possess the following characteristics: Bachelor's Degree required One years' experience in an Investment Banking Analyst position Outstanding academic record Strong accounting and financial modeling knowledge and experience Excellent interpersonal skills Excellent written and verbal communication skills Ambitious team player with commitment to excellence Additional Information All your information will be kept confidential according to EEO guidelines.

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