Finance Planner Jobs in Gardendale, AL

We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we help you achieve your goals through:Our open architecture platform for client solutions Our competitive payouts Our practice building support We know that making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential as smooth as possible. Let's have a confidential conversation today! When joining Prudential Advisors, we offer Pension Enhancement for Top Financial ProfessionalsPrudential Employee Savings Plan (PESP) - 401(k) Cash Balance Pension PlanMedical, Dental, and Vision benefits Robust compensation packages Transition support Practice Building programs Access to Prudential clients

Company: StoneRiver Company is a vertically integrated investment firm that acquires, develops, and manages multifamily real estate in the Southeast. Since its inception, StoneRiver has built an exceptional leadership team with a wealth of knowledge and experience in real estate acquisition, development, management, and finance, specializing in the Southeast multifamily space. Position: Investment Analyst This position is responsible for supporting the investments team in the financial analysis of potential property acquisitions, conducting market research, managing due diligence on new opportunities, compiling internal reporting and information packages for presentation purposes, and generally providing deal-level support and assistance where needed. Duties and Responsibilities: The activities listed below are not all-inclusive; however, they are indicative of the type of activities required to fulfill the demands of this position. Other duties or projects may be assigned by management. Uphold the Vision (Values, Purpose, and Mission) of StoneRiver Company Evaluate and underwrite potential new multifamily investment opportunities using an Excel-based model. The evaluation process may include: Review financial statements, rent rolls, and tax statements Research and analyze demographic, economic, and market data to recognize market trends to support underwriting assumptions Compile relevant property and submarket data from third-party data sources Interact with management, brokers, and other market participants to both gather and verify research in a professional manner Maintain a detailed pipeline of potential new investments to be reviewed on a weekly basis Prepare presentation materials for possible new acquisitions Support the StoneRiver team by providing timely communication amongst the various in-house departments (management, operations, accounting, asset management, and legal) Provide overall support for the investments team with a willingness to learn and an enthusiasm for commercial real estate Skills: This Position requires proficient use of computer software and the capability to view and critically assess potential acquisitions. This includes the ability to view the “macro” and “micro” aspects of the deal. This position requires someone who demonstrates strong skills in professional communication and relationship building. In addition, this person must be an extremely resourceful self-starter, able to work independently, take strong initiative, and have a willingness to learn.

We are seeking Entrepreneurs that are interested in becoming a Financial Advisor / Financial Representative with Northwestern Mutual Alabama. Financial Advisors help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Northwestern Mutual Financial Advisor: 1. Build-Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends. 2. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans. 3. Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations. 4. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs. Compensation & Benefits · Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more · Retirement Package and Pension Plan · Medical, Dental, Vision, Life Insurance and Disability Income Insurance · Family Planning You could be right for this opportunity if you have: · 4-year degree; or equivalent professional work experience · Entrepreneurial ambitions · History of success in sales, athletics, military, client services, or client-facing roles · Excellent time-management skills · Desire for continuous learning · Legal authorization to work in the US without sponsorship Are you ready to change your life and the lives of your clients? Apply now! About Us For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Why join Northwestern Mutual: · #90, Fortune 100 company (2021) · Forbes' Best Employers for Diversity (2018-2020) · Top 10 US Independent Broker-Dealers · #1 Amongst Life Insurers Most Admired Companies for Financial Soundness · Best Place to Work for Equality- Human Rights Campaign Corporate Equality Index (2015-2021)

Bradley is seeking a detail-oriented Rate Analyst to oversee and streamline the firm's rate management processes. This role is responsible for coding rate changes in 3E, reviewing and updating long-held rates within the firm, generating reports for rate-related inquiries, and supporting the RFP process. The goal of the Rate Analyst position is to improve the efficiency and accuracy of rate-related reporting and management within the firm. Essential Functions Rate Administration & Coding: Code routine rate change requests in 3E. Review and approve routine rate changes before implementation. Field and process questions regarding standard and exception rates, making necessary updates in 3E. Clean up exception rates and develop a more efficient process for managing rates in 3E. Rate Review & Analysis: Conduct periodic reviews of rates held for extended periods and collaborate with attorneys on necessary updates. Lead the year-end rate review process, including generating and distributing reports, reviewing exception rates, and implementing approved changes in 3E. Maintain a record of rates charged to insurance companies and ensure accuracy in rate application. Reporting & Compliance: Fulfill reporting requests related to rate inquiries, including accessing and retrieving data from eBilling platforms. Assist in RFP processes and update rates in 3E once RFP approvals are finalized. Work with attorneys to determine appropriate rates for new timekeepers in cases where no standard rate formula exists. Requirements and Qualifications Education: Bachelor's degree in accounting, finance, business administration, or a related field. Experience: Experience in legal billing, finance, or rate management, preferably within a law firm. Familiarity with 3E (Elite Enterprise) or other financial and billing systems. Prior experience handling rate structures, exception rates, and reporting requests. Skills Proficiency in SQL and SSRS Strong analytical and problem-solving skills with high attention to detail. Proficiency in financial systems, particularly 3E (Elite Enterprise). Ability to review, approve, and process rate changes efficiently. Ability to effectively communicate and collaborate across multiple departments. Knowledge of eBilling platforms. Ability to work independently and manage multiple tasks in a fast-paced environment. Bradley is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy, sexual orientation and gender identity or expression), marital status, age, physical or mental disability, veteran status, genetic information, or any legally protected status.

Department: Investment Sales We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities - where people live, work, shop, and play - to life. We are committed to creating meaningful social, environmental, and economic change in our communities. Department Overview Walker & Dunlop Investment Sales (WDIS) represents the nation's premier multifamily owners, developers, and operators with the highest level of investment advisory service. Since 2003, the WDIS experts have built a reputation as a market leader in multifamily investment sales and surpassed $19B in annual sales volume in 2022. We work with institutional and private clients, and we are active in seniors housing & healthcare, student housing, and land sales across the country. The Impact You Will Have The primary role of the Analyst position will be to assist in the creation and dissemination of Walker & Dunlop Investment Sales marketing materials for investment-grade multifamily properties throughout their Region. The position will report to Managing Director as well as other senior officers within the company. Primary Responsibilities Financial analysis of multifamily opportunities, including existing, value add, and ground-up developments using proprietary WDIS underwriting model Actively assist in the research, writing, and proofing of W&D Investment Sales marketing offering memorandums (OMs) and Broker Opinion of Values (BOVs) Research and maintain databases which track Investment Sales activity, construction pipeline, and other relevant real estate metrics Develop and maintain market knowledge through regular reading of industry trade journals, economic forecasts, and news-related periodicals Assist in the creation and editing of “state of the market” presentations given at national conferences and in private client meetings Maintain files to ensure all mandatory disclosures are completed and sent to the appropriate parties for review and approval Provide a consistent, quality-controlled system to ensure the smooth and efficient management of all relevant steps necessary to close a deal Monitor and assess the progress of sales so that important deadlines are met and contingencies are released Provide preliminary audits of files for management review Perform other duties as assigned Education and Experience Bachelor's degree (Finance and/or Real Estate concentration preferred) 1+ year of experience in Finance, Real Estate or related field preferred Knowledge, Skills and Abilities Client relationship management skills Excellent attention to detail and organizational skills Ability to accurately and productively handle multiple tasks during time sensitive situations Ability and willingness to work extended hours or weekends to meet deadlines when appropriate Excellent financial modeling skills including thorough knowledge of Excel Proficiency in MS Outlook, Excel, PowerPoint, Adobe Acrobat and Word, and ability to learn Salesforce and other company software as needed Advanced written and oral communication skills Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders #LI-CR1 #LI-Onsite What We Offer The opportunity to join one of Fortune Magazine's Great Places to Work winners from 2015-2023 Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation™, some of which include: - Up to 83% subsidized medical payroll deductions - Competitive dental and vision benefits - 401(k) + match - Pre-tax transit and commuting benefits - A robust health and wellness program - earn cash rewards and gain access to resources that promote health, engagement, and balance - Paid maternity and parental leave, as well as other family paid leave programs - Company-paid life, short and long-term disability insurance - Health Savings Account and Healthcare and Dependent Care Flexible Spending Career development opportunities Empowerment and encouragement to give back - volunteer hours and donation matching *Eligibility may vary based on average number of hours worked EEO Statement We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information. We strive to be a safe place to ask questions, build professional relationships, and develop careers. SPAM Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at ************, if you have any concerns about information requested during or after the application process. Fair Chance Hiring Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.

At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people. We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline. We hire experienced professionals who understand the industry and provide effective advice. We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched. But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affects the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would include business entities, business owners, and individuals who are consistent with Pinnacle's market segmentation. PRIMARY RESPONSIBILITIES: Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve issues client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). Administer and manage client loan portfolio consistent with the Firm's credit policies while meeting the financial needs of clients. Provide a full array of loan products designed to meet the financing needs of clients. Includes but not limited to Working Capital Lines of Credit, Term Loans for equipment or building, Home Equity Lines of Credit, Residential Mortgages, and other miscellaneous consumer loans. Meet all designated Pinnacle standards for appropriate risk rating; credit soundness thresholds; and critical action items as represented in KPI reports. Analyze credit worthiness of a potential borrower and recommend either approval or denial of the request. Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality. Negotiate credit extensions. Work with clients on the structure and terms under which credit would be extended to include collateral requirements, repayment terms, pricing, and covenants required for extension of loans. Approve loans under approved authority limits. Ensure compliance with the Firm's credit policies and regulations for all loans under his/her responsibility. Provide deposit products including but not limited to Demand Deposit Accounts, Money market Accounts, Savings Accounts, and CD's. Cross-sell all appropriate financial products including but not limited to Depository Accounts, Treasury management, and Investment Products. Optimize/recommend appropriate tailored solutions to client needs and provide various services designed to assist client in management of overall financial planning. Manage small investment portfolios for clients and be conversant about investment and ready to refer to brokerages business to the Investment department. Solicit new personal and business banking relationships. Proactively solicit new business relationships through prospects and referral requests and pursue personal banking relationships of assigned Board of Directors and requesting referrals from Board members. Develop and maintain product knowledge of all loan and depository products designed for small business and affluent individual markets, as well as personal knowledge of market. Further expand knowledge to add value to client with regard to Investment needs and estate planning. Participate in developmental and training activities as well as projects as directed by management. Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. Assist other team members as needed to ensure delivery of distinctive service. Perform other related duties and responsibilities as assigned. DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING: College degree is preferred - finance or business-related field. 10 years' experience in banking/financial services. Knowledge of consumer and commercial banking products. Strong knowledge base relative to consumer and commercial loan documents. Knowledge of compliance and federal banking regulations. Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES: Excellent interpersonal skills, including verbal and written communication skills. Effective analytical and mathematical reasoning skills with a strong attention to detail. Ability to work independently and prioritize daily tasks. Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy. Flexibility and ability to multi-task. Excellent client service skills. Tact and diplomacy in dealing with both clients and associates. The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. POSITION STATUS: EXEMPT DATE: 06.09.2015 Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.

Overview Today, SCA Health has grown to 11,000 teammates who care for 1 million patients each year and support physician specialists holistically in many aspects of patient care. Together, our teammates create value in specialty care by aligning physicians, health plans and health systems around a common goal: delivering on the quadruple aim of high-quality outcomes and a better experience for patients and providers, all at a lower total cost of care. As part of Optum, we participate in an integrated care delivery system that enables us to support our partners as they navigate a complex healthcare environment, Only SCA Health has a dynamic group of physician-driven, specialty care businesses that allows us to customize solutions, no matter the need or challenge: We connect patients to physicians in new and differentiated ways as part of Optum and with our new Specialty Management Solutions business. We have pioneered a physician-led, multi-site model of practice solutions that restores physician agency by aligning incentives to support growth and transition to value-based care. We lead the industry in value-based payment solutions through our Global 1 bundled payment convener, that provides easy predictable billing to patients. We help physicians address everything beyond surgical procedures, including anesthesia and ancillary service lines. At SCA Health, we offer a comprehensive benefits package to support your health, well-being, and financial future. Our offerings include medical, dental, and vision coverage, 401k plan with company match, paid time off, life and disability insurance, and more. Click here to learn more about our benefits. The new SCA Health represents who we are today and where we are going-and the growing career opportunities for YOU. Responsibilities The legal analyst will contribute to SCA's legal department mission by providing/interpreting data, performing research, formulate reports and prepare fair market valuations/repurchase calculations. The analyst will make recommendations based upon findings, research, and calculations. Key Responsibilities: Fair Market Valuations, including use of discounted cash flow models Initial interpretation of formulaic pricing based upon operating agreement language Calculation of operating agreement repurchase pricing Recommends actions by analyzing and interpreting data and making comparative analyses Analyze legal expenses in an effort to reduce outside counsel costs Confirmation of fair market values and unit ownership for monthly custodian reports Ownership redemption calculations Return on Investment reporting Provide financial data for offering material Other projects as assigned Qualifications Accounting/Finance major - BS degree required 1-2 years experience with valuation models highly preferred Strong organizational and time management skills required Impeccable attention to detail Excellent verbal and written communication skills, including ability to professionally interact with internal and external stakeholders with a positive attitude Proficient Excel and Word skills Expected to be a culture fit based on SCA's established values USD $48,300.00/Yr. USD $86,000.00/Yr. Accounting/Finance major - BS degree required 1-2 years experience with valuation models highly preferred Strong organizational and time management skills required Impeccable attention to detail Excellent verbal and written communication skills, including ability to professionally interact with internal and external stakeholders with a positive attitude Proficient Excel and Word skills Expected to be a culture fit based on SCA's established values The legal analyst will contribute to SCA's legal department mission by providing/interpreting data, performing research, formulate reports and prepare fair market valuations/repurchase calculations. The analyst will make recommendations based upon findings, research, and calculations. Key Responsibilities: Fair Market Valuations, including use of discounted cash flow models Initial interpretation of formulaic pricing based upon operating agreement language Calculation of operating agreement repurchase pricing Recommends actions by analyzing and interpreting data and making comparative analyses Analyze legal expenses in an effort to reduce outside counsel costs Confirmation of fair market values and unit ownership for monthly custodian reports Ownership redemption calculations Return on Investment reporting Provide financial data for offering material Other projects as assigned

At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people. * We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline. * We hire experienced professionals who understand the industry and provide effective advice. * We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched. But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affects the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would include business entities, business owners, and individuals who are consistent with Pinnacle's market segmentation. PRIMARY RESPONSIBILITIES: * Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve issues client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). * Administer and manage client loan portfolio consistent with the Firm's credit policies while meeting the financial needs of clients. * Provide a full array of loan products designed to meet the financing needs of clients. Includes but not limited to Working Capital Lines of Credit, Term Loans for equipment or building, Home Equity Lines of Credit, Residential Mortgages, and other miscellaneous consumer loans. * Meet all designated Pinnacle standards for appropriate risk rating; credit soundness thresholds; and critical action items as represented in KPI reports. * Analyze credit worthiness of a potential borrower and recommend either approval or denial of the request. * Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality. * Negotiate credit extensions. Work with clients on the structure and terms under which credit would be extended to include collateral requirements, repayment terms, pricing, and covenants required for extension of loans. * Approve loans under approved authority limits. * Ensure compliance with the Firm's credit policies and regulations for all loans under his/her responsibility. * Provide deposit products including but not limited to Demand Deposit Accounts, Money market Accounts, Savings Accounts, and CD's. * Cross-sell all appropriate financial products including but not limited to Depository Accounts, Treasury management, and Investment Products. * Optimize/recommend appropriate tailored solutions to client needs and provide various services designed to assist client in management of overall financial planning. * Manage small investment portfolios for clients and be conversant about investment and ready to refer to brokerages business to the Investment department. * Solicit new personal and business banking relationships. Proactively solicit new business relationships through prospects and referral requests and pursue personal banking relationships of assigned Board of Directors and requesting referrals from Board members. * Develop and maintain product knowledge of all loan and depository products designed for small business and affluent individual markets, as well as personal knowledge of market. Further expand knowledge to add value to client with regard to Investment needs and estate planning. * Participate in developmental and training activities as well as projects as directed by management. * Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. * Assist other team members as needed to ensure delivery of distinctive service. * Perform other related duties and responsibilities as assigned. DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING: * College degree is preferred - finance or business-related field. * 10 years' experience in banking/financial services. * Knowledge of consumer and commercial banking products. * Strong knowledge base relative to consumer and commercial loan documents. * Knowledge of compliance and federal banking regulations. * Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES: * Excellent interpersonal skills, including verbal and written communication skills. * Effective analytical and mathematical reasoning skills with a strong attention to detail. * Ability to work independently and prioritize daily tasks. * Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy. * Flexibility and ability to multi-task. * Excellent client service skills. Tact and diplomacy in dealing with both clients and associates. * The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. POSITION STATUS: EXEMPT DATE: 06.09.2015 Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.

Senior Market Financial Advisor - Pre-Scheduled Clients & Six-Figure Potential 📍 Must live and be licensed in the state you're applying for Are you a seasoned Financial Advisor, Insurance, or Annuity Professional looking to take your career to the next level? If you're tired of cold calling and chasing leads and want to focus on what you do best-helping clients secure their financial future-this is the perfect opportunity. 🚀 Why This Role is Different Unlike traditional financial advisor roles, we provide you with 8-12 pre-scheduled appointments every week. Thanks to our exclusive partnership with an established estate planning organization, you'll meet with high-intent clients who are already in the mindset to discuss financial planning. This means no endless prospecting-just meaningful client interactions that lead to real results. 💡 What You'll Love About This Role: ✅ 8-12 Pre-Scheduled Client Appointments Weekly - No prospecting or cold calling! ✅ High Earning Potential - Uncapped commissions, six-figure income opportunity ✅ Dedicated Case Manager - Focus on advising while we handle paperwork & plan design ✅ Exclusive Access to Estate Planning Clients - Meet with prospects already engaged in planning ✅ Flexibility & Autonomy - Manage your own schedule and maximize your success 📌 What We're Looking For: To ensure our clients receive the best service, we're seeking experienced professionals who meet the following qualifications: ✔️ Active Life Insurance License (Required) ✔️ At least 2 years of experience with fixed annuities (Required) ✔️ Active Series 65 or willingness to obtain it ✔️ Clean U4 if currently registered ✔️ Strong communication, sales, and relationship-building skills ✔️ Comfortable with Microsoft Office and CRM systems ✔️ Client-first mindset with high ethical standards ✔️ Willingness to travel to meet with clients (occasional overnight stays may be required) 📈 What We Offer: Competitive commission structure with six-figure earning potential Consistent pipeline of high-intent client appointments (8-12 per week) A unique market advantage through our estate planning partnership Ongoing training, mentorship, and growth opportunities Diverse product offerings tailored to seniors and retirees 🔹 Ready to Elevate Your Career? 🔹 If you're a proven financial expert who wants qualified, pre-scheduled appointments and unlimited income potential, apply today! 📍 Must live and be licensed in the state you're applying for.

Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security. · 9 out of 10 of our Financial Advisors are veterans or military spouses. · With 165+ offices nationwide, many are located near military installations. First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters. What our Financial Advisors do: They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals. They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office. They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions. They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process. You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses. Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office. As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period. What to expect after training: At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses. We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities. Set your own schedule to manage work-life balance. Portable career opportunities throughout the United States which allow your career to move with you. Desired Qualifications: Military experience or affiliation Bachelor's degree Proven leadership skills Learn more about First Command: First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command.

We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. The Career COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they: * Diversify their income through multiple product lines beyond financial services. * Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services. * Educate clients and prospects about our products and services. * Collaborate with COUNTRY Financial Insurance Agents to secure business. * Establish an office and build a staff. * Conduct financial solution seminars. * Have the flexibility to manage their schedules to balance their careers and personal interests. We Offer Our financial advisors have uncapped earning potential and: * Opportunities to earn performance-based global trips and financial rewards. * Access to continued learning and marketing resources. * Corporate office support. * Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity. * There is no buy-in required. Qualifications Successful COUNTRY Trust Bank Financial Advisors are: * Entrepreneurial and self-motivated. * Goal-driven with track records of business growth in the insurance and or financial services industry. * Strong communicators with excellent business acumen. * Committed to building and maintaining solid connections between their efforts and their rewards. * Focused on achieving professional success through securing clients' trust. * Passionate about making positive impacts in their communities. Required Qualifications * Series 6/63 licenses * Passed SIE * Life/Health State Insurance License* * Property/Casualty State Insurance License* Preferred Experience * Accredited Asset Management Specialist (AAMS) * Chartered Financial Analyst (CFA) * Certified Public Accountant (CPA) * Certified Financial Planner (CFP) * Chartered Financial Consultant (ChFC) * Bachelor's Degree * 2+ years of experience in the insurance and or financial services industry * 5+ years of business ownership or managerial experience About Us COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing. Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. * These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.

As a leading regional bank, SouthState has been providing financial solutions to individuals, families, and businesses in the Southeast for more than 100 years. SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We are proud to be a reflection of the communities we serve, and our team members share core values that make SouthState a great place to bank, and a great place to work. SUMMARY/OBJECTIVES To follow the policies and procedures of SouthState Investment Services exercising competency, courtesy, and concern for the development of the bank. Provide support to the financial consultants' assigned bank territory in the growth, development, and servicing of investment clients, as well as managing a book of assets. ESSENTIAL FUNCTIONS It is the responsibility of the Financial Consultant to be responsive and available to customers and be proactive in servicing of existing relationships and prospective client relationships. Must be well versed in all aspects of broker/dealer systems and technology, products, and services. Additional responsibilities include taking ownership of all tasks and challenges that they encounter in the operation of their assigned position. In general, a Financial Advisors should be able to help meet growing and protecting assets and include the following: * Funding for a more secure retirement * Funding for child's or grandchild's educations * Positioning assets for accumulation and distribution needs. * Protection of assets from unexpected / large scale healthcare expense * Assisting with mitigating risk and awareness of market conditions. The business model the Financial Advisor should use includes the following critical components: * Prospecting within the financial institution by establishing relationships with customer contact associates to find appropriate customers and introduce them. * Engaging in activities that enable access to those customers who may not frequently use the branch system. * Prospect outside the financial institution to bring in new customer relationships. * Effectively establishing relationships with customers, finding their needs, and then offering appropriate solutions in a compelling way so the customer sees the value, understands the features and benefits, and purchases the solution. * Engage in relationship management activities so that relationships are nurtured and expanded, additional needs are met, and friends and relatives are freely referred. * Managing, coordinating, and maintaining appointment and referral opportunities. * Assisting in the development of additional referrals through their assigned banking partners. * Working directly with clients and assisting clients in the servicing of their relationship. Developmental: * Take an existing book of investment business and grow assets under management. * Develop work leads and work referrals and customer introductions received from branch personnel. * Look for opportunities to increase knowledge; work to increase responsibility; and strive to achieve goals. * Complete assigned training and within designated time frame. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. COMPETENCIES * To succeed, the candidate for this role must have the following interpersonal traits: * Character - Must display traits such as honesty, work ethic and team-orientation. * Chemistry - Must fit in with the social and cultural values of the institution. * Competence - Must have the relevant product knowledge and required skills to execute the business model outlined above. Qualifications, Education, and Certification Requirements * Education: High School Diploma, College Degree or equivalent preferred. * Experience: Five to seven years previous investment services experience preferred. FINRA licenses 6, 63, 65, 7 required. Also, must satisfy background check that includes satisfactory FINRA record. * Certifications/Specific Knowledge: Must be highly organized and a self-starter, excellent PC skills, including Word and Excel. Is expected to possess the ability to identify, research and solve problems quickly and accurately, ability to interact with co-workers, broker/dealer, referral sources and customers in a highly professional manner. Ability to listen effectively, learn quickly and prioritize work, ability to work with minimal supervision, ability to shift quickly to new tasks when priorities change TRAINING REQUIREMENTS/CLASSES Required annual compliance training, New Employee Orientation, PC Navigator, LPL ClientWorks, Word, Excel, and PowerPoint. Continuing education classes on investments, insurance, and other financial services. PHYSICAL DEMANDS Must be able to effectively access and interpret information on computer screens, documents, and reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk. WORK ENVIRONMENT This position is in a private office. Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered. TRAVEL Travel may be required to come to meetings as needed.

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

Description & Requirements How you will contribute: * Guide the vision and direction of healthcare organizations to drive profitability and growth * Perform preliminary research and examine existing data related to the issue * Recognize, analyze, and recommend solutions while working on a wide range of strategy and operational engagements * Perform performance assessments to include financial, operational and clinical benchmarks and economic analysis * Evaluate strategic recommendations within financial, organizational, and operational frameworks to ensure the feasibility of successful outcomes * Learn and develop new technical knowledge specific to our consulting practice and the clients we serve across the healthcare industry * Work both individually and in a team environment * Establish and maintain relationships with the healthcare practitioners in other service lines within the firm to maintain an understanding of all of the firm's service offerings and coordinate practice development efforts accordingly * Support engagement teams both on client and internal projects. Responsibilities will include client and engagement management, data and information analysis, solution implementation and generation of engagement results We are looking for people with Forward Vision and: * The ability to manage and prioritize multiple projects, including monitoring project time budgets and consistently meeting or exceeding agreed-upon deadlines * The ability to professionally write and verbally communicate deliverables including but not limited to internal meetings and projects * The ability to maintain composure and a friendly professional demeanor while dealing with stressful issues * The ability to think critically and apply knowledge as situations demand * Professional demeanor and experience interacting with c-suite executives Minimum Qualifications: * Bachelor's degree from an accredited university in a business or healthcare discipline * 1-2 years of experience in the healthcare industry * Intermediate to Advanced skill sets in Microsoft Office products (Word, Excel and PowerPoint) * Strong knowledge of and application of healthcare research resources * Understanding of market/financial analysis in context of healthcare provider needs * Understanding of healthcare industry trends / environment and potential impact on health systems * Travel may be required, depending on client assignment Preferred Qualifications: * MBA, MHA, MPH, or MPA #LI-BHAM, #LI-TPA, #LI-ATL, #LI-OAK, #LI-CLTSP, #LI-GVSC, #LI-NASH, #LI-DFW, #LI-RICH #LI-AF1 Illinois Wage Transparency Pursuant to Illinois' Equal Pay Act, the salary range displayed is for the Illinois market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Non-exempt/hourly positions will be eligible for time and half pay for employees that work over 40 hours in a workweek. Benefits are eligibility-based and could include group health plan benefits, 401(K), bonuses, profit-sharing contributions, flexible time off, and parental leave. For more information on benefits, please visit **************************************** Forvis Mazars reserves the right to make changes to the salary range based on business needs. IL Minimum Salary (USD) $ 55000 IL Maximum Salary (USD) $ 82500

_Southern Company Generation - Financial & Contract Services Department_ is based at the Energy Center in Birmingham, AL_ Southern Company is a prominent energy provider in the United States, specializing in the generation, transmission, and distribution of electricity. It serves millions of customers throughout the southeastern U.S., including Alabama, Georgia, and Mississippi. The company operates through several subsidiaries, such as: + Alabama Power + Georgia Power + Mississippi Power + Southern Power These subsidiaries engage in various aspects of energy production and delivery, including the use of traditional fossil fuels, nuclear power, and renewable energy sources like solar and wind. Southern Company is recognized for its dedication to innovation, sustainability, and reliability in energy production and distribution. JOB SUMMARY The Settlement/Contract Analyst plays a crucial role in ensuring the accurate and timely administration of wholesale contracts, which are vital to Southern Company's operations. This position is part of the Financial and Contract Services department within Southern Company, which responsible for billing and settlement for the Intercompany Interchange Contract (IIC), wholesale energy contracts, coal-related commodities, and the Open Access Transmission Tariff (OATT). The role also involves analyzing wholesale energy margins and system operations. The position is responsible for supporting the administration of wholesale contracts for each subsidiary, offering exposure to all areas within Financial and Contract Services. These wholesale contracts encompass purchases and sales of capacity and energy, coal-related commodities, and OATT settlements, representing a significant portion of wholesale business for Southern Company. Contract management duties include being the primary point of contact for each contract, implementing new and amended contracts into settlement systems and processes, creating monthly invoices for payments, processing payments, conducting analysis and reporting to support the operating companies' closing processes, regulatory filings, and customer requests. This role will regularly interact with External Customers, Asset Management, Accounting, Business Development, Fleet Operations and Trading, Coal Services, Plant Personnel, Transmission Policy, Internal Audit, Technology Organizations, and Internal Controls and Compliance to ensure efficient and effective administration of settlement and supporting activities. Limited overnight travel may be required. PRIMARY JOB DUTIES & RESPONSIBILITIES The Settlement/Contract Analyst role encompasses a variety of duties and responsibilities aimed at ensuring the accurate and timely administration of wholesale contracts. These include: + Implementing new and amended contracts into settlement systems. + Administering wholesale capacity/energy, coal related commodities and transmission usage contracts including accurate and timely settlement preparation, supporting documentation, accounting data, reports and statistical information, and issue resolution + Performing within the established control structures to ensure the integrity of the company financials + Serving as the primary point of contact for all issues related to operational, accounting, and settlement terms for Wholesale Contracts. + Establishing and maintaining positive relationships with wholesale, commodity & transportation customers as well as internal clients and other constituents to ensure the provision of superior customer service + Collecting, verifying/validating, and maintaining data to support monthly settlement, company close processes, analyses, and regulatory filing responsibilities + Developing and administering processes for filing regulatory information for various agencies such as FERC, SERC, PSCs, SEC, etc. and internal / external controls and third-party auditors (Sarbanes Oxley) + Participating in the development of automated tools/systems that will maximize the efficiency of business processes; continuously re-evaluate business processes and technology to improve productivity and efficiencies of the team + Supporting operating company monthly accounting closing cycles (first 6 business days of each month) related to settlement activities such as Booking reports, processing payments, and applying receipts + Providing analysis and responses to data requests from customers JOB QUALIFICATIONS _Education:_ + Bachelor's degree in Accounting, Business, Finance, Math, Engineering, Technology, or related technical field/discipline is required. _Experience:_ + Experience collecting, analyzing, and summarizing large volumes of diverse data and developing recommended action plan(s) is required + Experience within Utility industry is a plus + Experience with contract administration and conversion of contract terms into settlement calculations is desired + Experience in developing financial reports/statistical data in support of the monthly operations and settlement of contracts is desired + Experience in the development of calculations within tools or applications is desired + Experience or a working knowledge of accounting and Oracle is desired. _Knowledge, Skills & Abilities:_ + Excellent Excel skills, including the ability to use advanced features + Ability to collect & analyze data/detailed information and develop complex mathematical calculations + Ability to understand and apply contractual language to settlement + Knowledge of accounting methods/procedures/internal controls + Proven ability to communicate well and work closely with others + Excellent organizational skills with ability to balance multiple assignments and responsibilities + Proficiency in writing formulas and coding within a settlement system _Behavioral Attributes:_ + Attention to detail and strong motivation for quality, accuracy, and timeliness + Ability to work in high pressure environment + Strong communication and interpersonal skills + Takes personal responsibility and ownership of work + Demonstrates initiative + Adaptability/Flexibility + Demonstrates strong confidence + Continuous improvement mindset + Positive attitude + Team player BENEFITS + Competitive Pay + Excellent benefits packages which includes: + Medical and dental coverage + Defined Benefit/Cash Balance Pension plan + Performance-sharing plan + 401(k) plan with a generous company match + Bonus opportunities + Tuition Reimbursement _*Please submit an updated resume with your application*_ Southern Company (NYSE: SO) is a leading energy provider serving 9 million residential and commercial customers across the Southeast and beyond through its family of companies. Providing clean, safe, reliable and affordable energy with excellent service is our mission. The company has electric operating companies in three states, natural gas distribution companies in four states, a competitive generation company, a leading distributed energy infrastructure company with national capabilities, a fiber optics network, and telecommunications services. Through an industry-leading commitment to innovation, resilience, and sustainability, we are taking action to meet our customers' and communities' needs while advancing our commitment to net zero emissions by 2050. Our uncompromising values ensure we put the needs of those we serve at the center of everything we do and are the key to our sustained success. We are transforming energy into economic, environmental and social progress for tomorrow. Our corporate culture and hiring practices have earned the company national awards and recognition from numerous organizations, including Forbes, Military Times, DiversityInc, Black Enterprise, J.D. Power, Fortune, Human Rights Campaign and more. To learn more, visit *********************** . Southern Company invests in the well-being of its employees and their families through a comprehensive total rewards strategy that includes competitive base salary, annual incentive awards for eligible employees and health, welfare and retirement benefits designed to support physical, financial, and emotional/social well-being. This position may also be eligible for additional compensation, such as an incentive program, with the amount of any bonus/awards subject to the terms and conditions of the applicable incentive plan(s). A summary of the benefits offered for this position can be found here **************************************************** . Additional and specific details about total compensation and benefits will also be provided during the hiring process. Southern Company is an equal opportunity employer where an applicant's qualifications are considered without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, sexual orientation, gender identity or expression, or any other basis prohibited by law. Job Identification: 11041 Job Category: Finance Job Schedule: Full time Company: Southern Company Services

Connecting clients to markets - and talent to opportunity With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, we're a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets - focusing on innovation, human connection, and providing world-class products and services to all types of investors. At StoneX, we offer you the opportunity to be part of an institutional-grade financial services network that connects companies, organizations, and investors to the global markets ecosystem. As a team member, you'll benefit from our unique blend of digital platforms, comprehensive clearing and execution services, personalized high-touch support, and deep industry expertise. Elevate your career with us and make a significant impact in the world of global finance. Business Segment Overview StoneX Wealth Management: is a leading registered investment advisory firm and independent broker-dealer that provides an integrated platform of technology, comprehensive wealth management, and investment services through over 500 advisors and over 100,000 clients nationwide. Responsibilities Job Purpose and Responsibilities Position Purpose: work with an experienced advisor to service and deepen existing clients while you build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationships focused on accomplishing clients' goals. Collaborate with other advisors and members of the firm to strengthen your skills and knowledge of the wealth management business. Positions are also available in Chattanooga, TN, Cincinnati, OH, Cleveland OH. Responsibilities: Build relationships with assigned existing clients and well as develop new clients via face-to-face, digital and virtual sourcing strategies. Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee client experience, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the team to create, monitor, and adjust business plan to increase branch effectiveness and achieve desired business results. Developing tailored solutions for each client Work with retiring advisors on an effective exit strategy and partnering plan Qualifications Qualifications Required: Prior finanical services experience A proven track record of success Preferred: 2+ years of experience Education and Certification Requirements: Bachelor's Degree required Working Environment: Full time onsite

Birmingham, Alabama;Montgomery, Alabama; Anniston, Alabama; Huntsville, Alabama; Tuscaloosa, Alabama; Florence, Alabama; Gadsden, Alabama; Birmingham, Alabama **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Responsibilities:** + Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies + Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions + Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth + Understands and accesses the full breadth of resources across the bank to benefit clients or prospects + Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor + Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. **We'll help you:** + Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours! + Build connections to grow your network and business. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. + Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals. + Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority solutions, through Bank of America and Merrill to meet their financial needs. **As a Merrill FSA, you can look forward to:** + A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field. + Marketing strategies to reach wider audiences with greater appeal. + Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. + Potential Opportunities for professional growth. + Leadership opportunities, including leading client and conference seminars **We're a culture that:** + Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. + Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. + Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. + Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs. + Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital. **Required Qualifications:** + **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** + Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded + Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services + Self-starter who efficiently manages time and capacity + Sets and accomplishes goals, achieving whatever you put your mind to + Builds and nurtures strong relationships + Collaborates effectively with others to get things done + Communicates effectively and confidently and is comfortable engaging all clients + Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment + Likes to learn, adapts to new information and seeks the right solutions for clients + Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients **Desired Qualifications:** + Proven ability to partner and promote lead generation + Experience balancing investment management, sales activities, and new client development + Strong computer skills and the ability to multitask in a demanding environment + Bachelor's degree, preferably in business-related field + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client Investments Management + Client Management + Client Solutions Advisory + Relationship Building + Advisory + Business Development + Fraud Management + Pipeline Management + Portfolio Management + Client Experience Branding + Issue Management + Prospecting + Referral Identification + Sales Performance Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the "Know your Rights" poster, CLICK HERE (******************** . View the LA County Fair Chance Ordinance (************************************************************************************************** . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE . This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

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

Connecting clients to markets - and talent to opportunity With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, we're a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets - focusing on innovation, human connection, and providing world-class products and services to all types of investors. At StoneX, we offer you the opportunity to be part of an institutional-grade financial services network that connects companies, organizations, and investors to the global markets ecosystem. As a team member, you'll benefit from our unique blend of digital platforms, comprehensive clearing and execution services, personalized high-touch support, and deep industry expertise. Elevate your career with us and make a significant impact in the world of global finance. Business Segment Overview StoneX Wealth Management: is a leading registered investment advisory firm and independent broker-dealer that provides an integrated platform of technology, comprehensive wealth management, and investment services through over 500 advisors and over 100,000 clients nationwide. Responsibilities Job Purpose and Responsibilities Position Purpose: work with an experienced advisor to service and deepen existing clients while you build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationships focused on accomplishing clients' goals. Collaborate with other advisors and members of the firm to strengthen your skills and knowledge of the wealth management business. Positions are also available in Chattanooga, TN, Cincinnati, OH, Cleveland OH. Responsibilities: * Build relationships with assigned existing clients and well as develop new clients via face-to-face, digital and virtual sourcing strategies. * Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. * Oversee client experience, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. * Engage the team to create, monitor, and adjust business plan to increase branch effectiveness and achieve desired business results. * Developing tailored solutions for each client * Work with retiring advisors on an effective exit strategy and partnering plan Qualifications Qualifications Required: * Prior finanical services experience * A proven track record of success Preferred: * 2+ years of experience Education and Certification Requirements: * Bachelor's Degree required Working Environment: * Full time onsite