Finance Planner Jobs in Idaho Falls, ID

Aspen Capital Management | Boise, Idaho Aspen Capital Management (ACM) is a fee-only, independent advisory firm dedicated to helping clients achieve their life visions in a sustainable and fulfilling way. As a fiduciary, we prioritize our clients' best interests by providing unbiased investment management and financial planning without product sales or commissions. Since our founding in 2002, ACM has grown steadily, earning recognition as one of the fastest-growing RIAs in the nation by Financial Advisor Magazine (2020). Ranked among the nation's top 100 RIA firms by Worth Magazine in 2024 and 2025, ACM is one of the largest and most respected advisory firms in Idaho. We are looking for a dynamic, high-energy Financial Advisor to join our team. If you're passionate about serving clients and eager to grow professionally, we'd love to hear from you! Why Aspen Capital Management? Located in vibrant downtown Boise, our office is at the heart of the city's cultural and culinary scene. Join a small, close-knit team that thrives in a fast-paced, dynamic environment and enjoys the high quality of life that Boise has to offer. We're a nimble team, focused on supporting each other's development and growth while delivering exceptional client service. Job Summary: In this role, the Financial Advisor will collaborate with other lead advisors to manage both existing and prospective clients. Once you've developed an understanding of our portfolio management and financial planning process and strategies, you'll take on the responsibility for leading our sales and new client onboarding process and managing existing client relationships for clients the firm assigns to you. The role also includes working with the team to implement technology solutions that improve efficiency and client service. Core Responsibilities: Client Support: Assist and collaborate with lead financial advisors in managing existing and prospective clients. Once you've developed an understanding of our portfolio management and financial planning process and strategies, you'll take the lead advisor role, managing client relationships, portfolio reviews and financial planning discussions. In addition, you'll be responsible for leading our sales and onboarding process with prospective clients. Work with Associate Advisors to build initial financial plans for new clients and modify existing client plans using MoneyGuide Pro. Work with Associate Advisors to prepare and organize materials for client meetings, including financial plans, portfolio reports, and discussion topics. Manage post-meeting follow-up, ensuring timely communication with clients on action items. Financial Planning & Analysis: Deepen your expertise in tax-efficient financial planning and portfolio management. Analyze advanced financial topics such as stock options, deferred compensation, restricted stock units, and tax loss harvesting and communicate strategies and recommendations to clients. Educate clients on important financial and tax planning strategies like Roth IRA conversions, Qualified Charitable Distributions (QCDs), Donor Advised Funds and other charitable giving strategies and multigenerational wealth transfer. Review clients' financial life for opportunities to reduce taxes and maximize multigenerational wealth transfer. Collaboration & Technology: Work closely with other team members to evaluate and implement new technology solutions to improve efficiency and client service. Develop deep expertise in our technology stack, including MoneyGuide Pro, Orion, Redtail, Holistiplan and Charles Schwab Advisor Center. Growth Opportunities: Build business development skills to help attract new clients to the firm and contribute to the firm's growth. Shareholder and Partnership opportunities are defined and available. Requirements: At least three years of experience in financial planning or a related field. If you don't have experience in the financial planning field but you believe your superior client relationship management background could bring value to this role, we encourage you to apply and explain how your experience aligns. Possesses the maturity and poise to lead client relationships, including the ability to explain complex portfolio management and financial/tax planning topics clearly and concisely to clients. Desire to utilize and develop business development skills and help expand the firm's client base. Excellent customer service skills with both written and verbal communication expertise. Ability to work collaboratively with a team while maintaining a positive and upbeat attitude. Adaptability in a fast-paced, entrepreneurial environment. Willingness to pursue CFP designation (if not already achieved). CFP is eventually a must. Series 65 license required; expectation to immediately obtain upon starting if missing. Strong time management and organizational skills to handle multiple client requests and competing priorities. Familiarity with Schwab Advisor Center, MoneyGuide Pro, Orion, and Redtail is a plus. Bachelor's degree This is an in-person position; not remote or hybrid Compensation & Benefits: Full-time, salaried position with compensation based on experience. Competitive, market-driven total compensation structure with bonus opportunities based on firm and individual growth. Both a personal bonus and business development bonus are available to all employees of the firm. 20 days paid time off each year plus a Sabbatical program Healthcare 401(k) Retirement Plan with a 5% company match Full-pay maternity and paternity leave Equity ownership opportunities and defined path to partnership for advisors and operations staff. Tuition/Designation (CFP) reimbursement offerings How to Apply: Please email your resume and a cover letter outlining your relevant experience and why you are interested in this role to ************************* with the subject line “ACM Financial Advisor.”

Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-disciplined • Authentic If the answer is yes, consider becoming an insurance agent* to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we're looking for... We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You'll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $117,359.4 Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals please follow this link ************************************************************ income-and-benefits. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We're proud of our financial strength.6 • A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody's) • AA+ Very Strong (Standard & Poor's) We're proud of the help we've provided and continue to provide our clients.7 • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies • $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products. • $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.8 * The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company. 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 3. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, which ever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a fulltime agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 4. Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus, who were active as of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals priorto April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied. 5. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason. 6. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody's Aaa, and Standard & Poor's AA+ (as of 11/17/2023). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value. 7. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2023. 8. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2023. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity AR10511A_052024 SMRU5021157 (Exp.05.30.2025)

Secured Investment Corp. is a leader in private capital investment, specializing in real estate-backed investment opportunities that generate high returns for investors. With a proven track record in private equity and alternative asset syndications, we connect high-net-worth individuals (HNWIs), family offices, and institutional investors with exclusive opportunities in residential real estate. As we expand our capital-raising efforts, we are looking for experienced Investment Sales Professionals with expertise in fundraising, private equity investment sales, and alternative investments to join our team. Secured investment Corp is a member company of Cogo Nation. Cogo Nation Family of Brands: He's The Solution Ministries, Lee Arnold System, Cogo Capital, Secured Investment Corp, Lake City Servicing, APH Buys Homes, Lee Arnold Team, Cogo Realty & APH Construction. The Cogo Nation family of brands represents several of the fastest growing companies in the real estate investment marketplace and has operated a vast portfolio of brands since its inception in 1996. As a faith-based organization, these well-established brands include Secured Investment Corp, the Lee Arnold System, Cogo Capital, Lake City Servicing, and several smaller niche brands and products. These brands have helped tens of thousands of real estate investors through their offering of education products, private money lending, loan servicing and the creation and management of real estate investment funds. The organization continues to experience explosive growth and is actively looking for great people to keep up with its increased demand. Who We Are: Company Mission Statement: Improving communities one opportunity at a time. Company Vision Statement: Improving lives both now and eternally. Company Core Values: We are all servant leaders Knowledge: We seek wisdom and grow in understanding Joy: We strengthen hearts through shared joy Community: Together we lift and support Accountability: We hold firm and act with integrity Resilience: We persevere with faith and courage Excellence: We strive to glorify with excellence This is a performance-driven role with uncapped earning potential! If you have a strong investor network and are ready to leverage your experience in raising capital for private offerings, we want to hear from you. Who We're Looking For: We seek finance and investment professionals with experience in capital raising, fund structuring, and investor relations. Ideal candidates have backgrounds in: *Investor Relations & Capital Raising - Proven experience securing capital from HNWIs, private equity firms, family offices, and institutional investors. *Private Equity & Venture Capital Fundraising - A track record of raising funds for private placements, and alternative assets. *Alternative Investments & Private Wealth Management - Established relationships with sophisticated investors looking for high-return opportunities. *Syndications & Private Placements (Reg D, Reg A+) - Experience structuring and raising capital for private funds, alternative asset classes, and institutional investors. *This is NOT a lending or loan origination role. This position is exclusively focused on raising investor capital for private placements and alternative investments. Key Responsibilities: *Engage with Accredited Investors, Institutional investors & HNW Individuals to present and promote private equity and alternative investment opportunities. *Educate & Advise Investors on real estate-backed private equity offerings, alternative investments, and risk-reward structures. *Raise Capital for Secured Investment Corp.'s Funds using your existing network and direct investor outreach. *Build Long-Term Investor Relationships for repeat investment opportunities. *Meet & Exceed Fundraising Targets while contributing to the firm's overall growth. *Ensure Compliance with all securities regulations and private investment guidelines. What We Offer: Uncapped Earnings High Commissions & Success Fees for capital raised. Infrastructure & Support - Access to high-quality investment opportunities, training, and investor engagement tools. Career Growth & Leadership Opportunities as we expand our investor base. Performance Bonuses for exceeding fundraising targets. Requirements -4+ years of experience in investment sales, fundraising, or private capital raising. -Proven track record of securing investment capital from accredited investors & institutions. -Established investor network with a history of successfully raising capital. -Knowledge of private placements (Reg D, Reg A+), syndications, venture capital, and alternative asset classes. -Excellent communication, negotiation, and relationship-building skills for working with HNW clients and institutions. -Active Series 82 license and broker/dealer firm agreement with an entity like Finalis -Self-motivated & goal-driven, capable of managing a sales pipeline independently. -Growth mindset with a drive to achieve six-figure earnings or higher.

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.

**_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions. **_Responsibilities_** + Business partnering with Process Excellence and Divisional Engineering leaders on strategic projects and initiatives + Assist in Make vs Buy, Make vs Make and other strategic financial analysis + Prepare capital analytics on a monthly/quarterly/annual basis + Prepare monthly results for Strategic Projects + Assist with the yearly budget and quarterly forecast process for strategic projects + Assist with the quarterly reporting to the SEC Accounting Team + Support Global Operations and Supply Chain (GOSC) end-to-end capital budgeting and forecasting process + Support capital controls in partnership with Medical Segment FP&A team + Support continuous improvement of new processes to streamline capital management, and work with key stakeholders to execute and maintain them + Support the transition manufacturing agreement pricing arrangements + Manage multiple deliverables and deadlines concurrently + Work on Ad hoc requests and initiatives as required **_Qualifications_** + 4-8 years of experience preferred + Bachelor's degree in related field preferred, or equivalent work experience preferred **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $79,700 - $113,800 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 3/6/2025 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relati

**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (**************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

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.

SUMMARY With direction and supervision from the Chief Banking Officer, provides direct support to commercial Relationship Managers to develop and analyze all relevant credit information pertaining to more complex commercial real estate and business loans. Prepares thorough analysis of business and/or personal financial statements and presents facts and is expected to provide personal analytical opinions, as appropriate, concerning creditworthiness of existing borrowers and prospects. ESSENTIAL DUTIES AND RESPONSIBILITIES Interacts directly with the President, Chief Banking Officer, Relationship Managers, Credit Administration officers, and customers/prospects regarding commercial real estate and business loans. Maintains an assigned/delegate loan portfolio as the secondary Relationship Manager. Must prepare accurate financial statement spreadsheets and debt service analysis derived from business and personal financial statements and tax returns. Prepares accurate credit authorizations in conjunction with Relationship Managers and presents a complete and thorough analysis of existing and potential borrowers. Recognizes and acts on customer requests; develops cross-sell opportunities with existing customers. Makes proper referral of loan opportunities to lending personnel. Without direction, interacts independently with customers/prospects to request financial information to complete spreading presentations and other financial analyses. Reviews loan agreement covenants for verification of the borrower's compliance thereto. Accurately prepares financial projections as required. Maintains an accurate, up-to-date tracking log of all activity and credit arrangements in process. Collects industry information relevant to existing and proposed borrowers using internal and external sources. Consults with the President, the Chief Banking Officer, Relationship Managers and other Credit Administration officers on credit structure, pricing, collateral and other credit consideration issues. Conducts trade and reference checks on customers/prospects. Reviews documentation to ensure compliance with Bank policies and procedures. Performs special projects as designated by the President, Chief Banking Officer, Relationship Managers or Credit Administration officers. Accountable to understand and ensure regulatory and policy compliance with state and federal requirements including the following (but not limited to) Bank Secrecy Act, Anti-Money Laundering Act, Community Reinvestment Act, OFAC Regulations and Fair Lending and all applicable bank and government regulations Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA. Telemarketing and external business development of new clients to the bank. Performs other departmental duties as assigned. ADDITIONAL RESPONSIBILITIES Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management Demonstrates high level of quality work, attendance and appearance Adheres to all Company Policies & Procedures and Safety Regulations Adheres to local, state and federal laws Understands and complies with all company rules and regulations Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA. Additional duties as assigned as it relates to the position SUPERVISORY RESPONSIBILITIES This position does not have supervisory responsibilities MINIMUM QUALIFICATIONS Bachelor's degree. Strong, intermediate knowledge of accounting principles, tax return analysis and analytical interpretation of balance sheet and income statement analysis and cash flow. Strong working knowledge of Microsoft Word and Excel. Intermediate working knowledge of loan documentation. Must be able to handle a strong volume of workflow from various sources. COMPETENCIES: Adaptability Communication Decision Making Initiative Innovation Motivator Organization Professionalism Results Orientated #SWB90

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. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

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

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.

Empowering Africa's tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job Summary Provide specialist advise and support for day-to-day work, in order to execute predefined objectives as per agreed standard operating procedures (SOPs). Job Description Source Utilisation: Obtain walk in client or data leads from the Bank staff in the branches. | Customer Experience: To provide service excellence and achieve customer satisfaction. | Risk and Control: Ensure that processes, control requirements and risk management frameworks that impact the area are documented and understood. | Manage Sales and Growth Targets: Capture the correct Policy Relevant Information (PRI) number on the EBankpac system on a monthly basis and check the accuracy of the commission statements received from the AIFA Commissions department. Verify that all the PRI numbers reconcile to the commission paid and reflected on the statements. FAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service): FSCA-Approved Qualification Regulatory Exam for Representatives (RE5) Experience As Per the FAIS Act Product Specific Training once Onboarded Class Of Business Training Continuous Professional Development Attest To Honesty, Integrity, and Good Standing Education Bachelor`s Degrees and Advanced Diplomas: Accounting, National Senior Certificate/ Matric (Grade 12) Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank. Absa Bank Limited reserves the right not to make an appointment to the post as advertised

Job Title: Manufacturing Financial Analyst II Reports to: Plant Controller The Manufacturing Financial Analyst II is responsible for analyzing and managing cost data, financial metrics, and strategic insights related to manufacturing operations. This role involves preparing detailed financial and cost reports, monitoring manufacturing expenses, supporting budgeting and forecasting, and collaborating with various departments to drive efficiency and improve financial performance Supervisory Responsibilities NA Essential Duties Financial Analysis and Reporting: Analyze financial and production data, trends, and variances to develop comprehensive reports and forecasts. Prepare and present monthly financial and cost analysis for management. Review and monitor key financial and operational metrics, including standard vs. actual costs, KPIs, and manufacturing overhead. Provide variance analysis with detailed explanations and actionable recommendations. Budgeting and Forecasting: Support budgeting and forecasting processes, ensuring accurate cost projections and financial alignment with production goals. Identify variances and provide recommendations for budget adherence and improvement. Collaborate with finance, accounting, and operations teams to ensure accurate financial data and adherence to budgetary goals. Cost Management and Strategic Planning: Conduct cost analysis and provide recommendations for cost-saving initiatives. Develop and maintain financial models to support strategic planning, pricing, inventory management, and new project evaluations. Assist in the evaluation and monitoring of cost drivers, collaborating with supply chain and procurement teams. Compliance and Process Improvement: Ensure compliance with internal policies, GAAP, and relevant regulatory standards. Identify and recommend process improvements to enhance cost efficiency and financial productivity. Required Skills and Abilities Excellent communication and collaboration skills, with the ability to work effectively across multiple departments and levels of the organization. Ability to present information and recommendations in a clear and concise manner. Ability to plan, organize and oversee multiple projects and operations. Analytical, problem-solving, and decision-making skills. Strong attention to detail with a proactive approach to identifying and solving issues. Ability to effectively work with ERP system, spreadsheets, word processing documents, and other applicable computer systems and software. A results-oriented mindset with a focus on continuous improvement. Proven ability to work independently or collaboratively in a team environment. Education and Experience Knowledge of finance and accounting principles normally acquired by the completion of bachelor's degree in Finance, Accounting, Economics, or similar discipline. Minimum of three years of experience in cost accounting and financial analysis in a manufacturing environment. Intermediate to advanced Excell skills. Proficiency in Syteline, Microsoft Dynamics 365 (D365), or similar ERP systems preferred. Experience in delivering training programs and facilitating change management initiatives preferred. Physical Requirements Ability to stand, walk, and move around for extended periods of time. Ability to lift, push, pull, or carry objects up to 15 lbs., such as office supplies. Proficiency in using hands, fingers, and arms for tasks such as typing and writing. Sufficient visual acuity to read documents and recognize details at close and distant ranges. Ability to hear and understand verbal communication. Flexibility to bend, stoop, and reach low or high objects. Ability to perform physically demanding tasks, such as lifting, pushing, pulling, or carrying heavy objects. Willingness to adhere to safety protocols and wear protective gear, including helmets, goggles, gloves, and safety shoes, as required by the job. Company Culture & Values A Commitment to Our Purpose (COMMITTED PEOPLE) - Our mission is to serve and build up our customers, suppliers, communities, and each other, guided by the principles of our Lord Jesus Christ. The commitment to serving and building up is easily seen in those employees that exemplify this value. Without Our Customers We Are Nothing (CUSTOMER FIRST) - We realize that we are blessed to serve our customers and without them, our company does not exist. They rely on us for their success and that is a responsibility we cannot take lightly. Our focus must be on serving them with as seamless communication and access to products as possible. Kind, Humble and Positive (HUMBLE) - These positive traits do not mean being a doormat to others. But when a person is kind, humble and positive it comes through in their genuine caring for those around them. A Desire For “Expert” (EXPERTS) - Our people want to be seen as the experts in their specific roles. From how we convert a bag efficiently and with highest quality, to knowledge of the product portfolio, to desiring to know more about tax or human resource policy - the desire for “expert” drives us in each of our roles. Intentional Growth - Developing of Self and Others (PERSONAL GROWTH)- Times, tools, and customer expectations change. Our team members are interested in developing themselves and those around them. We know that a stronger team is one that makes our customers and our fellow employees happier. Strong Work Ethic (HARD WORKERS) - The commitment to serve those around us is honorable and we respond to this by putting our strongest effort into that purpose. High Expectations of Self and Others (HIGH EXPECTATIONS) - We expect ourselves, and those around us, to put in our best effort. When others struggle, we help them align towards perfection. When we struggle, we are open and humble to hear it and course-correct accordingly. If It Isn't Safe, We Don't Do It (SAFETY) - All people deserve to return home to their loved ones safely and work in an environment where they can best execute their tasks safely. When choosing between safety and profit, safety and efficiency, safety and feelings, safety, and “x” - we choose safety. Travel Requirements NA Benefits: As a family-owned and operated company, we offer a comprehensive benefits package designed to support you and your family. We offer a strong foundation of benefits, including access to medical, dental, and vision coverage, an HSA employer contribution, and a 401k with profit sharing to secure your future. To support your overall well-being and family life, we offer additional benefits beyond the core package, such as paid vacation, wellness stipends, childcare reimbursement assistance, and much more. We are committed to continuously enhancing our benefits to meet the evolving needs of our team. This job description is intended as a general outline of the primary responsibilities of the position. It is not intended to be an exhaustive or comprehensive list of all duties, responsibilities, or activities that may be required. The employer reserves the right to modify, add, or remove any responsibilities, duties, or activities as deemed necessary with or without notice. Volm Companies is an equal opportunity employer and is committed to providing reasonable accommodation to qualified individuals with disabilities and other protected characteristics. If you require reasonable accommodation to perform the essential functions of the job, please inform us and we will work with you to address your needs.

Our Idaho Falls site is looking for a Financial Analyst to join their team! As part of our Accounting team, you person will participate in various accounting functions including cost and account receivables. We are looking for an individual that has experience in accounting, and be willing to learn our operation. **Location:** Idaho Falls, Idaho (onsite) **We Take Care of Our People** Paid Time Off I 401K with Employer Match and Profit Sharing I Health and Wellness Benefits I Learning and Development Opportunities I Referral Program I Competitive Pay I Recognition I Employee Stock Purchase Plan (******************************************************************* I Inclusive & Supportive Culture (************************************************* **Your Challenge:** + Project Estimates-to-complete review and entry into accounting system. + Operations costing support. + Accounting ERP related experience is necessary, Infor SyteLine experience is preferable. + Costs reports processing & reviews for accuracy, discrepancies, trends analysis. + Financial reporting support as required by Senior Accountant. + Project maintenance and revenue review. + General ledger maintenance and review. + Ad-hoc requests as they relate to revenue, job cost and billing. **What You Bring:** + **Due to the nature of work performed at this site, incumbents must be a U.S. Person.** + Bachelor's degree in accounting/finance is preferred or an Associate's degree with extended experience. + Minimum of three years of related experience. + Database query experience is a plus. + Previous experience with billing and revenue recognition is preferred. + Experience in data mining to report, analyze and interpret financial and operating data. + Experience in performing variance analysis and month end close responsibilities. + Ability to understand complex mathematical calculations. + Strong background in Microsoft Office suites such as Excel, Word. + Great attention to detail. **Who We Are** Our Values (****************************************************************************** Environmental, Social and Governance Scientech, a business unit of Curtiss-Wright, is a global provider of commercial power instrumentation, electrical components, specialty hardware, process control systems, and proprietary database solutions aimed at improving safety, plant performance and reliability as well as reducing costs. Scientech offers products and services for the nuclear, fossil, and renewable generating markets. ******************************************************* \#LI-TR1 _No unsolicited agency submittals please. Agency partners must be invited to participate in a search by our_ **_Talent Acquisition Team (TA_*********************)_** _and have signed terms in place prior to any submittal. Resumes submitted directly to any Curtiss-Wright employee or affiliate will not qualify for fee payment, and therefore become the property of Curtiss-Wright._ **Compliance Statement** This position may require exposure to export-controlled information and subject to additional security screening. In the event information provided during the security screening reveals ineligibility to access export-controlled information, any offer of employment may be reconsidered or withdrawn. Curtiss-Wright values diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. If you require accommodation due to a disability at any time during the recruitment and/or assessment process, please contact Talent Acquisition (TA_*********************) and we will make all reasonable efforts to accommodate your request. **Join the WRIGHT Team!** Over 95 years of growth, Curtiss-Wright is an integrated, market-facing global diversified industrial company and remains a technology leader through this legacy of innovation. Through three well-balanced segments - Aerospace & Industrial, Defense Electronics and Naval & Power, we remain focused on advanced technologies for high performance platforms and critical applications. Diversity, commitment to excellence and dedication to the spirit of pioneering innovation continue to drive the employees of Curtiss-Wright. **Our Values** What makes a world-class organization? It all begins with core values that provide a strong foundation for success. Simple in theory, the values of Curtiss-Wright are reflected in every aspect of our operations. To our employees, these are more than words on a wall - we all take these values to heart in our relationships with our customers and each other. **Leadership** We lead based on vision and strategic direction, empowering employees to reach goals through thoughtful and decisive action. **Customer Focus** We are committed to achieving total quality by meeting our customers' expectations and delivering products and services in a timely fashion. **Teamwork & Trust** Working in a spirit of trust and collaboration, we actively encourage employees to contribute their ideas and innovations to keep our company moving forward. **Respect for People** We believe that people are our most valuable asset and will always do the right thing in our dealings and interactions with all employees. **Integrity** We will act with the highest integrity in all of our business relationships and strategic partnerships. **What We Offer Our Employees:** **Opportunity:** As part of the Curtiss-Wright team, you have the opportunity each day to transform the way customers do business, as well as transform your career. Our entrepreneurial environment provides you with excellent experiences that enable you to develop your skills through stretch assignments and the opportunity to work with the best talent in the industry. You will have the opportunity to contribute from day one! **Challenging Work:** The work we do here is not only challenging, but it is meaningful to our customers, our employees and the communities in which they live and work. You are given the chance to work on some of the most advanced technology projects in the world. Now that something to be proud of! **Collaborative Environment:** The teamwork among our exceptionally talented people enables us to deliver some of the most advanced solutions to our customers.

Company Profile "Enhancing the Lives of Those We Touch by Helping People Reach Their Goals” Melaleuca has firmly supported this mission statement since our humble beginning in 1985. Everything we accomplish is done with an eye toward promoting the physical, environmental, financial, and personal wellness of those around us. Our focus has always been on wellness. By manufacturing and selling effective, high quality, natural, health oriented products we help people live more vibrant, healthier, and happier lives. When you walk through the doors at Melaleuca, you can feel it immediately. This is The Wellness Company. We have achieved consistent and profitable growth with our annual revenue hitting over $2 billion dollars. We now have over 4,500 employees and operate in 20 countries around the world. Melaleuca is positioned to grow even more rapidly in upcoming years. To help keep up with this growth we are looking for outstanding individuals to be part of our Finance team working onsite at our Global Headquarters in Idaho Falls. Overview The Associate Financial Analyst position plays an integral part in the analysis, recommendation and implementation of profit improvement projects, strategic alignment initiatives, and achievement of sales and income objectives. Analysts interface with a variety of company departments such as Marketing, Sales, Forecasting & Planning, Cost and Financial Accounting, and International to compile data and analyze the financial viability of various new products, promotions, and initiatives. The position assists key managers in identifying, implementing and tracking productivity improvements. Analysts also assist in preparing presentations to be made to the management team. Responsibilities Responsible for the financial analysis of all new projects, products and promotions related to assigned area of business operations Identifies, analyzes and reports key business indicators impacting the growth, profitability and achievement of strategic objectives Provides analytical and problem solving support for key managers Leads category team and other assigned area of business operations in the identification and implementation of profit improvement projects Develops annual financial forecasts, analyzes performance and trends, and communicates results to management Develops key company performance measurements for non-financial managers to better understand, track and improve their operations efficiency Completes special projects as assigned Qualifications Bachelor's Degree in Finance, Accounting, Economics, Strategy or Data Analytics Strong academic performance with a minimum 3.75 GPA Exceptional analytical and problem solution skills Effective interpersonal skills to interact with all levels of management Ability to manage and prioritize multiple projects simultaneously Superior written and verbal communication skills Self-motivation and sense of ownership and accountability Ability to analyze problems and create solutions Strong financial knowledge Proficient PC skills including Microsoft Excel and Microsoft Word Ability to perform the essential duties and responsibilities with efficiency and accuracy Prior internship experience in a finance related position is a plus Why Melaleuca Melaleuca is one of the leading Health and Wellness companies in the world. We manufacture and distribute nutritional, pharmaceutical, personal care, facial care, home hygiene, and other wellness products and distribute them directly to the consumer through a full-service catalog and Internet shopping system. We carefully craft products used every day with the highest standards of safety, health, and wellness in mind. This revolutionary system is changing the way hundreds of thousands of people shop by eliminating middlemen and reducing marketing and distribution costs. This enables the company to spend more on research and high-quality, ecologically-sensible ingredients, while maintaining reasonable prices. Great culture - flexibility is a must in this position; you'll become a part of a fast-paced team dedicated to a feel-good lifestyle brand dedicated to changing lives. Like the rest of Melaleuca, we are proud to be part of a values-driven organization that treats employees with respect. Our employees and their families enjoy company parties and countless discounts around the community. We implement a very real open-door policy, and all employees are on a first name basis-it feels more like a family than a multi-national corporation. Safe, uncrowded, affordable - nestled in the heart of beautiful Eastern Idaho, Idaho Falls is a prosperous and vibrant community, as well as the gateway to recreational paradise. This unique setting provides numerous opportunities for total wellness -- social, physical, financial, and emotional. If you love outdoor activities, this is the place for you, with the Snake River running right through town, the Rocky Mountains dominating the horizon, and Yellowstone less than a 2-hour drive away. Excellent compensation - in addition to a competitive wage, we offer comprehensive benefits for our full-time employees that include all you would expect plus some remarkable surprises, such as a longevity bonus. Right here on-site, we provide a fitness center, free concierge service, and an employee restaurant The next step is yours. To apply today, click on the "Apply" button below.

At IDEXX, we are passionate about what we do - and why wouldn't we be? When you're working to raise the standard of care for pets, make drinking water safe for billions and keep our livestock population around the globe healthy and free of disease, it's no wonder that what we do each day is more than just a job. There's an energy across IDEXX that is contagious - where caring and committed people come together to make things better. Finance at IDEXX: Our purpose is to efficiently deliver relevant, reliable, and timely financial services and to partner in business decisions that will enhance IDEXX's long-term value for employees, customers, and shareholders. The Internship: Experience what it is like to work in a large, corporate finance organization by becoming integrated within a finance team. You will gain hands-on experience by contributing to day-to-day activities and meaningful projects. These roles are compensated at a competitive hourly rate and interns will work 40-hours a week during business hours for about 10 weeks. Start and end dates are flexible based on your academic schedule and business needs. The Financial Sustainability Analyst Intern will perform a variety of tasks including systems planning/integration, process documentation, and data analysis. This internship will assist in control institution and other readiness tasks for upcoming audits. The Sustainability Intern Analyst will work with cross-functional business partners in Finance, HR, and Global Operations to assist in data capabilities and improvement to support upcoming sustainability disclosures including, but not limited to, Scope 3 greenhouse gas emissions, California Regulatory requirements, and the Europeans Union's Corporate Sustainability Reporting Directive. The student will have visibility to programmatic and reporting considerations in an evolving regulatory environment. We're Looking For: Students pursuing a Bachelors, Masters or MBA degree in Finance or Accounting with a concentration in Sustainability or Environmental Science (2025 and 2026 graduation dates preferred) Solid coursework in finance, accounting, math, or related disciplines A demonstrated pattern of high academic achievement Leadership experience in an academic, work or community setting Strong analytical thinking Excellent communication and presentation skills Self-starters with the ability work independently with limited supervision A curiosity to solve problems Ability to work in Westbrook, Maine without housing assistance Why IDEXX? We're proud of the work we do, because our work matters. An innovation leader in every industry we serve, we follow our Purpose and Guiding Principles to help pet owners worldwide keep their companion animals healthy and happy, to ensure safe drinking water for billions, and to help farmers protect livestock and poultry from diseases. We have customers in over 175 countries and a global workforce of over 10,000 talented people. So, what does that mean for you? We enrich the livelihoods of our employees with a positive and respectful work culture that embraces challenges and encourages learning and discovery. At IDEXX, you will be supported by competitive compensation, incentives, and benefits while enjoying purposeful work that drives improvement. Let's pursue what matters together. IDEXX values a diverse workforce and workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. IDEXX is an equal opportunity employer. Applicants will not be discriminated against because of race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, citizenship status, disability, ancestry, marital status, veteran status, medical condition, or any protected category prohibited by local, state, or federal laws. #LI-CB1

Our Idaho Falls site is looking for a Financial Analyst to join their team! As part of our Accounting team, you person will participate in various accounting functions including cost and account receivables. We are looking for an individual that has experience in accounting, and be willing to learn our operation. Location: Idaho Falls, Idaho (onsite) We Take Care of Our People Paid Time Off I 401K with Employer Match and Profit Sharing I Health and Wellness Benefits I Learning and Development Opportunities I Referral Program I Competitive Pay I Recognition I Employee Stock Purchase Plan I Inclusive & Supportive Culture Your Challenge: Project Estimates-to-complete review and entry into accounting system. Operations costing support. Accounting ERP related experience is necessary, Infor SyteLine experience is preferable. Costs reports processing & reviews for accuracy, discrepancies, trends analysis. Financial reporting support as required by Senior Accountant. Project maintenance and revenue review. General ledger maintenance and review. Ad-hoc requests as they relate to revenue, job cost and billing. What You Bring: Due to the nature of work performed at this site, incumbents must be a U.S. Person. Bachelor's degree in accounting/finance is preferred or an Associate's degree with extended experience. Minimum of three years of related experience. Database query experience is a plus. Previous experience with billing and revenue recognition is preferred. Experience in data mining to report, analyze and interpret financial and operating data. Experience in performing variance analysis and month end close responsibilities. Ability to understand complex mathematical calculations. Strong background in Microsoft Office suites such as Excel, Word. Great attention to detail. Who We Are Our Values Environmental, Social and Governance Scientech, a business unit of Curtiss-Wright, is a global provider of commercial power instrumentation, electrical components, specialty hardware, process control systems, and proprietary database solutions aimed at improving safety, plant performance and reliability as well as reducing costs. Scientech offers products and services for the nuclear, fossil, and renewable generating markets.******************************************************* #LI-TR1 No unsolicited agency submittals please. Agency partners must be invited to participate in a search by our Talent Acquisition Team and have signed terms in place prior to any submittal. Resumes submitted directly to any Curtiss-Wright employee or affiliate will not qualify for fee payment, and therefore become the property of Curtiss-Wright. Compliance Statement This position may require exposure to export-controlled information and subject to additional security screening. In the event information provided during the security screening reveals ineligibility to access export-controlled information, any offer of employment may be reconsidered or withdrawn. Curtiss-Wright values diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. If you require accommodation due to a disability at any time during the recruitment and/or assessment process, please contact Talent Acquisition and we will make all reasonable efforts to accommodate your request.

Financial Representative - Coeur d'Alene, ID As business owners, Financial Representatives at Northwestern Mutual - Coeur d'Alene, ID help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering 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 even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Financial Representative, you have the opportunity to: Build-Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans. Influence- Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations. 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 optimal advice for your clients' needs. Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you'll find the growth that fits your vision and your business. Compensation & Benefits Performance-based earnings and revenue ( average annual earnings of $70K-$250K; based on 2015-2022 company average for representatives 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, SIE, Series 6, Series 63, CFP , and more NM-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 You could be right for this opportunity if you have: 4-year degree; or equivalent professional work experience Entrepreneurial ambitions History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking and communication competencies Legal authorization to work in the US without sponsorship About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: Fortune 500 company (2023) Forbes' Best Employers for Diversity (2018-2021) Top 10 US Independent Broker-Dealers2 #1 Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) $257 billion retail investment client assets held or managed by Northwestern Mutual 4 Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. 1 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. 2 Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023. 3 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com 4 Combined client assets of NMIS and NMWMC as of June 30, 2023