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

GENERAL JOB DESCRIPTION The Financial Planner plays a crucial role on our Financial Planning team, working closely with advisors and integrated service partners (e.g., tax, estate, insurance, and investments) to produce essential financial planning deliverables. This position is a behind-the-scenes contributor to the client experience, ensuring accuracy, consistency, and timeliness of all planning documents. While some direct client interaction may be required, the main focus is on supporting advisors in delivering high-quality financial advice. MAJOR DUTIES AND RESPONSIBILITIES Responsibilities include collecting client data, performing data entry into financial planning software, analyzing information, and preparing initial proposals and comprehensive financial plans. Partner with Advisors (30%) Collaborate with advisors to understand client objectives and gather necessary financial information. Review initial planning needs, clarify data requirements, and help organize all relevant client documents. Maintain clear communication with the team regarding case progress and any outstanding data requirements. Collaborate with Integrated Services (20%) Coordinate with Tax, Estate Planning, Insurance, and Investment teams to collect specialized input for each client's financial plan. Consolidate, summarize, and verify all information to ensure alignment with the client's goals. Track case activities and maintain accurate records in Salesforce (or similar CRM). Create and Support Financial Planning Deliverables (40%) Enter and update client data in financial planning software (such as eMoney) ensuring accuracy and consistency. Prepare initial proposals, plan summaries, and supporting documents based on the advisor's recommendations. Collaborate with advisors to refine and finalize comprehensive financial plans, incorporating any updates or new information. Adhere to best practices and established timelines to maintain a high standard of service quality. Client Presentation Support (10%) Organize and prepare meeting materials for advisor-led client presentations. Participate in client meetings when necessary to provide detailed insights or gather additional data. Coordinate post-meeting follow-up activities, including updating client records and scheduling next steps. EXPERIENCE/CREDENTIALS Bachelor's degree in finance, financial planning, economics, or related field (or equivalent work experience). 5 years of experience in the Financial Planning Industry Certified Financial Planner™ (CFP ) designation required Experience with eMoney or other financial planning software COMPETENCIES High attention to detail and accuracy. Must be able to elevate issues and ask questions when appropriate, take ownership of work product and be aware of how our work affects the organization. Must be able to appropriately prioritize and organize multiple tasks in a complex and dynamic environment. Strong organizational skills, multitasking, accuracy, service-minded, and meticulous adherence to details required Ability to work independently as well as part of a team. A strong commitment to providing exceptional client service and continuing professional development. Excellent verbal and written communication skills; enjoys collaborative teamwork. Proficiency in Microsoft Office (Word, Excel, PowerPoint); experience with Salesforce or similar CRM is advantageous. Must be in good compliance standing with all relevant regulations, rules, and internal policies. FEATURED BENEFITS: Discretionary Bonus Medical Insurance Dental Insurance Vision Insurance 401(k) Health Savings Account Paid Maternity Leave Paid Parental Leave Tuition Reimbursement

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.

Financial Advisor Cleveland, OH We're passionate about excellence. Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. We provide the book of business. You create the possibilities. Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. What you'll do as Financial Advisor: You will meet with existing and prospective clients to plan their financial future. Utilize our company-provided technology and tools to improve your operation. You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. To help you get started, we offer you the resources needed to create your own success: Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support What skills you will use: High school diploma or GED Ideally, you have 2+ years of experience working as a Financial Advisor. A proven and successful sales track record. You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66. You also have an active state variable life and health license. #LI-CBF #LI-CH1 #LI-SAFG Who are we a good fit for? We love working with talented people but more than that, we seek out compassionate and self-motivated co-workers who want to grow a career and improve the lives of our clients. If that sounds good to you, join us. Apply now We are an Equal Opportunity Employer Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives. To learn more please visit: *************************** Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis. Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): No TravelRelocation Provided: NoThe Variable Annuity Life Insurance Company

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

The Treasury Management Advisor is responsible for Sales of Treasury Management Services to business customers, including following up on referrals from Consumer Banking, Commercial Banking, Business Banking and Trust Services. This position leads and coordinates the sales presentation effort, develops new business that aligns with assigned goals, and communicates with clients to assure customer service is being maintained. Essential Functions Partner/cultivate relationships with retail offices Assist Treasury Management Operations Manager with special projects such as introducing new products Create meaningful relationships with customers to enhance their use of Northwest products and services Report work progress to supervisor Co-Plan and co-develop strategic initiatives with Manager Train departmental personnel on new products and services Produce quality business proposals Analyze Northwest and competition's statements for comparisons Knowledge of account analysis products Knowledge of IBS Treasury Management products Knowledge of non-personal Checking Products Produce quality Power Point presentations Knowledge of Municipal Account Product Knowledge of Sweep Account Product Analyze/prepare target balance calculations Analyze/prepare Earning Credit Ratio calculations on analysis accounts Knowledge of Merchant Services Knowledge of Business/Debit/Credit Cards Knowledge of Remote Deposit Capture, ACH, Account Reconciliation, Positive Pay, VISA, Lockbox, and ESCROW Management Understand business cash flow cycle Perform face to face presentations and meetings Follow sales goals and directives Collaborate with regional team Prospect/develop new clients Identify client's needs and make sound recommendations Accurately determine possible needs of customers Coordinate sales efforts with other departments Determine possible clients for referral Produce personal accounts from business customers Perform regular follow-up with customers Maintain client data in CRM system Recommend fee generating alternatives Meet production expectations Recommend improvements to procedures Recommend product/service enhancements 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 Education + Experience preferred Bachelor's degree in Business, Finance or related 2-6 years of Lending/Banking experience 6-8 years of customer service/sales experience Ability to analyze financial data Obtain CTP designation #LI-EK1 Northwest is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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

JobID: 210586942 JobSchedule: Full time JobShift: : At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities * Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity * Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity * Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments * Provide a holistic view of clients' needs and financial coaching beyond investments * Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills * At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners * Demonstrated ability and commitment to goals-based planning and advice * A valid and active Series 7 * A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment * A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills * Certified Financial Planning (CFP) certification is preferred * Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

The Jr. Financial Advisor will work with an established Financial Advisor or team of Advisor's and help clients achieve their financial goals. Essential Duties & Responsibilities Observe the Financial Advisor(s) in their interactions with the client and attend/participate in client meetings when appropriate. Assist the Financial Advisor in the creation and completion of client documentation, prepare and provide comprehensive financial planning and investment advice to clients. Serve clients by scheduling appointments, preparing for meetings, problem solving, thorough investment research, issue resolution, financial planning recommendations etc. Collect data from clients to assist the Financial Advisor in preparing financial plans. Assist the branch team in client acquisition activities. Education and/or Work Experience: Preferred: 2 + years of experience in financial services College degree preferred (Business, Finance, Sales, or Marketing) Understanding of the financial planning process Qualifications: Exemplary attention to detail Excellent critical thinking skills Excellent oral and written communication skills Ability to excel in a fast-paced, changing environment Excellent interpersonal skills and ability to be highly relational with clients and staff Ability to multi-task and manage multiple priorities Strong analytical and problem-solving skills A self-starter with strong work ethic who is assertive, independent, and a global thinker Licenses/Registration: Required: Series 7 and 66 or willing to obtain within 6 months of hire About Benjamin F. Edwards If you are interested in joining a different kind of firm that truly puts the interests of its advisors and clients first, you have come to the right place. Founded in 2008 and serving more than 300 advisors with over $45 billion in assets, Edwards has the scale our advisors expect and the ability to deliver the personal touch and concierge-level service our clients deserve. We are a firm that values our legacy of family and colleagues and cherishes an environment where all succeed through collaborative support. To us, legacy is not only about the past - it is building an experience that prepares all of us, and our clients, for the future. We invest in our team and recognize and appreciate the value of hard work. The rewards of the job are founded in the difference you will make in the lives of our clients and extend throughout a culture that inspires you to learn, grow, and be your best. Having fun is part of the firm's mission statement. We offer a comprehensive benefits package which includes health, dental, vision, 401(k), life insurance, disability, and paid time off. Our client-first mission is grounded in the Golden Rule; when you join Benjamin F. Edwards you are well cared for, and we welcome all applicants with the skills, experience, and enthusiasm to do a great job regardless of race, color, religion, gender, sexual orientation, national origin, genetics, disability, age, or veteran status. Benjamin F. Edwards is an Equal Opportunity Employer. #LI-ONSITE #LI-Onsite

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 Financial Advisor within PNC Investments, you will be based in Medina, OH. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Investments 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. PNC's referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors' success. 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 branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. 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 branch manager and other 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 2+ years of relevant professional experience. 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.

Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. Job Description As a Thrivent Financial advisor, you'll: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth as you build your business. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

Job Title: Assurance Senior - Private Funds We are actively seeking a talented Assurance Senior specializing in Private Funds to join our team. This opening is driven by the dual needs of backfilling and strategic growth. As an Assurance Senior, you will be a key contributor, working closely with the engagement Partner, manager, and staff to ensure client expectations and deliverables are met with excellence. Responsibilities: Collaborate closely with the engagement partner, manager, and staff to understand and meet client expectations and deliverables. Lead audit engagements for financial industry clients, with a focus on Hedge Funds, Private Funds, or Digital Assets. Assume full responsibility for the successful completion of projects, ensuring high-quality and timely deliverables. Develop a comprehensive understanding of each client's business and industry, actively seeking information on client needs and concerns. Communicate effectively with clients and their staff, providing the highest level of client service. Understand engagement partner expectations, monitor deadlines, and ensure the timely delivery of project deliverables. Balance and effectively manage multiple projects under restrictive time constraints. Qualifications: 2-4 years of progressive audit experience in public accounting. CPA license or working towards CPA is required. Bachelor's degree in accounting, Business Administration, or Economics. Experience auditing financial services, with a focus on Hedge Funds, Private Funds, and/or Digital Assets. If you are a dedicated Assurance professional seeking a challenging role in the financial industry and possess the required qualifications, we invite you to apply. Join us in contributing to our continued success, and be part of a dynamic team committed to excellence and growth. Attention Employers! Seeking exceptional talent? We've got the solution: Share your s with us. Precision Matching: We'll pinpoint the perfect candidates. Time Saver: Fill crucial roles faster than ever. Showcase Your Brand: Attract top talent aligned with your mission. Partnership: We're your allies in successful hiring. Network Access: Tap into our extensive candidate pool. Confidentiality: Your needs are handled discreetly. Elevate your team today! Contact us to share your job descriptions and discover your next top performer. Send inquiries, cover letters and resumes to *****************************.