Finance Planner Jobs in Lafayette, CO

Paralel Technologies is a growing FinTech firm redefining the relationship between asset managers and their back office. We are the premier trusted partner for asset managers and their funds, innovating with technology and serving with compassion. Role Overview: Paralel's Fund Distribution team is seeking an experienced investment professional to serve as an Investment Consultant for certain registered investment funds. In this role, you will be responsible for building awareness of certain registered investment fund clients, primarily closed-end funds and ETFs. Primary responsibilities include promoting these products through multiple intermediary channels, helping to generate sales ideas, assist each client with their unique distribution and marketing strategies, and effectively positioning these strategies with financial advisers and wealth managers. Job Responsibilities: (may include and are not limited to) Communicate and meet with intermediaries including wirehouse, broker-dealer, and RIA channels. Partner with client subject matter experts (portfolio managers, strategists, etc.) and compliance specialists in supporting marketing and distribution campaigns. Identify and collaborate on digital marketing opportunities, both paid and organic, that align with the strategic goal to promote awareness of client investment funds. Assist in the coordination of operational marketing tasks such as website content publishing and social media account management. Engage advisers and wealth managers with up-to-date information on investment products and business building ideas. Develop an understanding of each client's investment management philosophy as well as the investment strategy of each fund. Assist with managing investment due diligence questionnaire requests from institutional research teams, in collaboration with members of client investment management team. Coordinate responses to investor inquiries received via web, calls, and emails. Prepare and present quarterly updates on activities and market dynamics to clients. Consult with clients on product placement and capital market consulting. Skills and Qualifications: Bachelor's Degree The ideal candidate will have 5-10 years of experience performing and/or supporting wholesaling activities for registered investment products Specific proficiency in capital market relationships preferred Digital Marketing Expertise is a plus Proven track record of developing sales results in assigned territory Strong relationship building skills-client focused Excellent presentation skills Series 7 and Series 63 Proficient in MS Word, Excel and PowerPoint Willing to travel Compensation Range: $100,000 - $150,000 The actual salary offer to the successful candidate will be based on job-related education, training, industry experience, certifications, and other factors. Other Compensation: Performance bonus eligible What We Offer: A comprehensive benefits package, including: Employer paid medical options, plus dental and vision coverage Disability, AD&D and life insurance Flexible spending accounts (FSA); Health savings account (HSA) for high deductible medical plan 401(k) match Unlimited PTO, plus 10 paid holidays and generous leave policies Tuition Reimbursement for continued education An energetic team-based culture focused on our values of service to others and to our community On-site gym and yoga studio Work life flexibility Paralel Technologies LLC is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Denver, CO is a well-established 900MM AUM independent practice in need of an experienced Certified Financial Planner to join their team. This is a unique opportunity as the role will focus on financial planning while maintaining current relationships and offers a high-end salary plus payout from total assets managed, full benefits, profit share, 401k w/ match, and PTO. Essential Duties and Responsibilities: The following duties generally represent the nature and level of work assigned: Prepare financial planning, asset allocation, and investment performance reports for client meetings Support the Senior Advisors in creating and assembling materials for client meetings Attend client meetings Assist in the execution of client recommendations Assist the Senior Advisors in evaluating client financial strategies and decisions by conducting financial analyses on a wide range of investment, tax, estate, and financial planning topics Perform research in investments, income tax planning, estate planning, employee benefits, the impact of recent regulations, and financial markets Manage workflow and prioritize projects The CFP will immediately begin work in the following areas: Investment strategies Financial modeling Asset allocation Cash flow strategies Tax planning Retirement planning Insurance Strategies Estate planning Charitable giving Financial and portfolio reporting Qualifications: Bachelor's degree or higher FINRA series 65 preferred Certified Financial Planner preferred Experience with goals-based planning software (e.g. eMoney, MoneGuidePro) Excellent interpersonal, communication, presentation, and listening skills Ability to understand and explain sophisticated financial concepts and issues Strong problem-solving skills Detail-oriented, accurate, organized, able to set priorities, self-starter Financial planning/wealth management acumen, judgment, and experience Passionate about doing what is best for clients and limiting conflicts inherent in the broader industry Team player, collaborative, able to work with and through others Desire/ability to work successfully in a small company environment Proficiency with Word, Excel, and PowerPoint

Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training and development, mentorship, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Our award-winning training equips you with the knowledge, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to support your 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 Northwestern Mutual Financial Representative: Build-Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends. Educate-Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options. Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest 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 optimum advice for your clients' needs. You are in business for yourself but not by yourself! You could be right for this opportunity if you have: 4-year degree; or equivalent professional work experience Prior sales and/or business experience preferred. Entrepreneurial ambitions Experience building meaningful relationships Interpersonal skills for success in client-facing roles Excellent time-management skills Desire for continuous learning Legal authorization to work in the US without sponsorship ** This posting is specifically for Boulder area office** Income Growth Opportunity: First year income ranges from $70,000- $200,000. Average income per advisor that has been here over 5 years is $635,000, top 25% is $1.6M, top 10% is $2.3M. Additional Compensation & Benefits: Commission structure to support early development Renewable income Bonus programs and expense allowances Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more Retirement Package and Pension Plan Medical, Dental, Vision, Life Insurance and Disability Income Insurance Family Planning Recent Awards and Accolades: FORTUNE 500 COMPANY (2023) FORTUNE WORKS MOST ADMIRED COMPANIES (2022) FORBES BEST EMPLOYERS FOR WOMEN (2022) FORBES BEST EMPLOYERS FOR DIVERSITY (2022) TOP 125 TRAINING PROGRAM Are you ready to build your best life and enhance the lives of your clients? Apply now! Benefits: Retirement Plan Dental insurance Flexible schedule Health insurance Life insurance Vision insurance Education: Bachelor's (Preferred) Ability to Commute: Boulder, CO 80301 (Required) Work Location: Hybrid remote in Boulder, CO 80301

A fast-growing investor-developer platform in the digital infrastructure space is seeking an Associate to join their investment and strategy group in Denver, CO. They are a start-up with a leadership team that comes with an excellent track record of success in the space, so there is a great balance between experience and entrepreneurial spirit. This is a great opportunity to leverage experience leading transactions from start to finish to contribute to building a business from the ground up. The position is for an Associate in their Investment and Strategy which is a hybrid investing and operating role in a lean team, where you will get a great opportunity to be mentored by experienced sourcers and negotiators. Experience: 3+ years of experience at an investment bank, management / strategy / real estate consulting firm, corporate development, or private equity / venture capital Prior experience in transaction execution Proficiency in Microsoft Excel / Word / PowerPoint

Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you. Job Description Summary We're in search of a dynamic and experienced Wealth Advisor with a strong background in investments to join our team. This role will involve both leadership responsibilities and collaboration, catering to clients with varying levels of complexity. Responsibilities Coordinate and drive the delivery of Corient's broad investment, planning and wealth management services and resources to benefit our clients. Through a robust discovery process, identify and prioritize key client investment and wealth planning needs and objectives. With the client's input, determine short and long-term deliverables and develop a plan to accomplish them. Manage the client service experience and liaise with investment management and wealth planning colleagues, service teams and external providers. Lead team of subject matter experts in various wealth management disciplines to deliver exceptional value-added services, advice, and deliverables to client families. Coordinate the delivery of the full scope of Corient's solutions to our clients, including tax, family office, wealth transfer, and trustee services. Serve as clients' primary relationship manager for Corient, including proactive and regular communication. Cultivate client referral sources and centers of influence, and develop new business opportunities on ongoing basis. Qualifications & Requirements Bachelor's degree in finance, Economics, or a related field. Proven experience in Wealth Management or similar role. CFP or CFA, required. Proficiency in financial analysis tools, advanced Excel skills, and excellent communication abilities. Strong analytical mindset, attention to detail, and problem-solving abilities. Collaborative team player with a proactive approach to work. Demonstrated ethical and professional behavior, adhering to industry regulations and compliance standards. The base pay range for this position is $175,000 - $200,000 per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience. Physical Requirements This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible. This position may require the ability to lift up to 15 pounds. This position is required to work onsite 4 days per week. U.S. Eligibility Requirements Must be 18 years of age or older. Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation. Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization. Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9. Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure. What You Can Expect from Us Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through: 401(k) Plan with Employer Matching Four Medical Plan options that is generously subsidized by Corient Employer paid Dental, Vision & Life and AD&D Insurance Employer paid Short-term & Long-term Disability Paid Maternity & Parental Leave Flexible Spending Accounts & Health Savings Accounts Dependent Care FSA Commuter & Transit FSA Corporate Discount Program - Perkspot Training Reimbursement Paid Professional Designations Giving back to the community - Volunteer days Corient is an integrated national U.S. wealth management firm providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients. We combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of experienced advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we put our clients at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing lasting legacies. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities. We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! E.A Buck Financial Services in Denver, CO is seeking to add Lead Advisor to our Team! This Lead Advisor will have the opportunity to meet one-on-one with company leads from seminars, our robust marketing engine that includes TV and digital leads and referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include building financial plans for new prospective clients that you will onboard to the firm. At EA Buck we like to say Advisors Advise, we Advertise!If you don't like busywork and instead prefer to see productivity lead to profitability we look forward to speaking with you. Key Traits: Strong initiative Positive attitude Ability to market to local clients Persistence An entrepreneurial perspective to build client base Persuasive ability Minimum Requirements: College degree preferred 2+ years of financial service experience required Series 66 or 65 and Life and Health required Experience selling AUM, Annuities and Life required Ability to bring a small book of business Strong organizational, prioritization, interpersonal and management skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite Experience with CRM preferred Position Responsibilities: Prepare, present, and implement customized financial plans Assist clients with annuities, life, long-term care, and managed money Provide financial planning advice to include investment, insurance, and retirement Develop, manage, and retain strong client relationships Meet individual and team goals Salary: Annually Forgivable Base Draw Variable Compensation Overrides for performance Benefits: 401k with generous matching 100% employer paid insurance (health, vision, dental) Eligibility to enroll in health savings account (HSA) flexible savings account (FSA) and more Paid holidays PTO Hours: Monday-Friday, 8am-5pm In office: Denver, CO Note: Only people who are currently living in Colorado will be considered for this role Presented by Advisor Employee Services Thank you for your interest in the Lead Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Experienced Financial Advisor - Growth-Focused Wealth Management Firm Full-Time | In-Person Are you a seasoned finance expert seeking a dynamic partnership to propel your professional success? Do you have a solid book of business but feel limited by your current resources? If you're seeking to expand your client reach while gaining access to robust marketing, operations, and support, this opportunity is for you! Our client is a nationally expanding wealth management firm with over 45 years of history and $2.5B in assets under management. They are committed to making a meaningful impact on the financial well-being of working professionals, retirees, and business owners. Through their well-established infrastructure, innovative marketing strategies, and comprehensive back-office support, they provide advisors with everything they need to thrive. Why Join Us? ✔ Qualified, Prescreened Leads - No more chasing prospects; focus on closing and serving clients. ✔ Robust Operational Support - Business processors handle paperwork and administrative tasks. ✔ Top-Tier Compensation - Competitive guaranteed income ($150K+), plus strong commission structure. ✔ Cutting-Edge Marketing - Multi-channel marketing approach driving high-quality lead generation. ✔ Full Benefits Package - Medical, dental, vision, 401(k) with automatic contributions. ✔ Comprehensive Transition Support - Dedicated team ensures a smooth transition for you and your clients. ✔ No Proprietary Products - Full independence in planning without internal sales pressure. Your Role & Impact: As a key member of the advisory team, you will: Provide holistic financial planning solutions tailored to individual client needs. Manage and grow your book of business while leveraging the firm's infrastructure and support. Maximize firm-provided leads to expand your client base and increase revenue. Implement a variety of wealth management strategies, including AUM, annuities, and insurance. Build and maintain long-term client relationships through trust, integrity, and personalized service. Stay compliant with all federal and state licensing requirements. Who We're Looking For: Experienced Financial Advisors (7+ years preferred) with a strong track record. Existing Book of Business ($30M+ AUM preferred, flexible down to $10M in select regions). Growth-Oriented Mindset - Those eager to scale their practice with firm-provided resources. Clean FINRA Background - No compliance issues or major regulatory disclosures. Client-Centric Approach - Passion for comprehensive financial planning and client success. deal Candidates: We welcome advisors in various career stages: Sell & Stay Advisors - Mid-career advisors who want to focus on clients without administrative burdens. Merger Teams - Established practices ($100M+ AUM) looking for a strategic transition. Retiring Advisors - Advisors nearing exit, seeking succession planning with strong client care continuity. If you're looking to elevate your career, grow your practice, and provide best-in-class financial services without the operational headaches, we want to connect with you! About Blue Signal: Blue Signal is an award-winning, executive search firm specializing in finance & accounting recruiting. We have a strong reputation for finding top talent in private equity, asset management, financial services, FinTech, and accounting leadership. Learn more at bit.ly/3IKiOzm

The Stellarix Group, a MassMutual firm located in Denver, CO, serves the needs of individuals, families, and businesses by providing financial planning and investment advice. The firm is committed to honesty, transparency, and actively listening to understand clients' goals and aspirations. Role Description This is a full-time hybrid role for a Financial Advisor at The Stellarix Group. The Financial Advisor will be responsible for providing financial planning, retirement planning, investment advice, and financial advisory services. The role is based in Denver, CO, with flexibility for remote work. Qualifications Financial Planning, Retirement Planning, and Financial Advisory skills Experience in Finance and Investments Strong analytical and problem-solving skills Excellent communication and interpersonal abilities Ability to build and maintain client relationships Knowledge of financial products and services Relevant certifications (e.g., CFP, CFA) are a plus Bachelor's degree in Finance, Economics, or related field

At SteelPeak Wealth, we operate with a growth mindset. We are seeking Denver-based advisors who are ready to join an RIA that surrounds them with resources and talent so they can focus on what they do best - taking care of clients and growing assets. You would be our first hire in Colorado and help establish our presence there. Key Responsibilities: Provide personalized financial advice and strategies to clients based on their financial goals and risk tolerance. Develop and maintain long-term relationships with clients, ensuring their financial needs are met and exceeded. Conduct regular reviews of clients' financial portfolios and provide recommendations for adjustments and improvements. Stay informed about market trends, investment products, and regulatory changes to offer up-to-date advice. Collaborate with other team members to deliver comprehensive financial planning services. Assist clients with retirement planning, estate planning, tax strategies, and insurance needs. Maintain accurate and detailed records of client interactions and financial plans. Why Join SteelPeak? You get to be part of a firm that values your growth and development We're one of the nation's fastest-growing RIAs (according to Forbes) with a 26% CAGR over the past 10 years Competitive salary and bonuses Health, dental, and vision insurance 401(k) matching program Professional development opportunities

Bullpen, on behalf of our client - a dynamic and growing real estate investment firm, is seeking a Senior Acquisition Analyst to support its expanding portfolio. Specializing in office investments, the firm has deployed significant capital across multiple markets and continues to grow through strategic acquisitions. This role offers the opportunity to work in a highly collaborative, entrepreneurial environment with exposure to all aspects of the investment process. The Opportunity The Senior Acquisitions Analyst will play a key role in underwriting, financial modeling, and investment analysis. Key Responsibilities Conduct ARGUS underwriting and financial modeling in Excel for potential acquisitions. Assist in due diligence, market research, and investment strategy execution. Prepare investment memos and presentations for internal decision-making. Support negotiations and deal structuring alongside senior leadership. Collaborate with asset management and finance teams to track portfolio performance. Qualifications & Requirements 2-3 years of real estate acquisitions experience, preferably in the office sector. Proficiency in ARGUS (certification preferred). Strong analytical and financial modeling skills. Detail-oriented, highly motivated, and able to thrive in a fast-paced environment. Bachelor's degree in Finance, Real Estate, Economics, or a related field. Benefits Health, vision, and dental insurance 401(k) match Three weeks of PTO, plus additional accrual over time Office shutdown between Christmas and New Year's Life insurance and short-term disability

What's awesome about our client? Entrepreneurial, high growth services company focused on growing revenue 5x in the next three years Close knit environment where everyone works together and gets the job done and has fun doing it! Excellent opportunity for someone early in their career to learn & grow their skills under an experienced Finance Manager Why this job - FP&A Analyst: This is a great opportunity for a highly motivated and detail-oriented Financial Planning Analyst to join a growing finance team in this newly created role. The Financial Planning Analyst will be critical in supporting the company's financial decision-making processes by providing accurate and insightful financial analysis, forecasting, and budgeting. The ideal candidate will possess strong analytical skills, a solid understanding of financial principles, and the ability to communicate complex financial information to various stakeholders effectively. What you'll actually do: Conduct in-depth financial analysis of historical financial data to identify trends, variances, and key performance drivers. Analyze financial data to provide insights into business performance, and make recommendations for improvements. Assist in the preparation of the annual budget and periodic forecasts. Track and analyze actual performance against budgets and forecasts, identifying variances and proposing corrective actions where necessary. Streamline workflows and improve data accuracy by optimizing financial reporting systems and tools. Work cross-functionally to implement process improvements and ensure alignment across teams. To be successful in this role, you will need: Bachelor's in Finance, Accounting or related field 1-3 years of experience Proficiency in Excel, including pivot tables Experience with NetSuite preferred (or other ERP system) Strong analytical skills for trend analysis and insight discovery Critical thinking and problem-solving abilities Where and how much: Contract to Hire $31-33/hour to start, target salary $65-70k when permanent In office role - Denver Tech Center

Education / Experience Requirements: Bachelor's Degree, preferably in finance, financial planning, accounting, economics, or tax Preferred designations: MBA, CFA, CFP, or CHFC Prefer 2-5 years experience as a financial analyst or financial counselor in a wealth management environment Knowledge and Skills Requirements: Desire to establish new relationships and build business Advanced knowledge of financial counseling, including financial security, investments, income taxes, estate planning, insurance, retirement options, corporate compensation and employee benefits Ability to maintain confidentiality Ability to quickly grasp changing situations and react appropriately Demonstrated social presence and social awareness Willing and able to learn and adapt to new situations and responsibilities Exceptional oral and written communication skills Demonstrated desire to reach out to people, understand their needs and maintain frequent contact Desire to continually learn and work hard Superior organizational skills, attention to detail, follow-through and accuracy Ability to travel about 40% of the time Responsibilities: Provide financial counseling and investment management services to AMG clients that meet AMG's standards and practices Maintain highly respected and confidential relationships with AMG clients Maintain the highest level of client satisfaction with AMG's services Take initiative, provide valued advice and be proactive with clients Develop new business; obtain and follow up on referrals to new clients; use prospect database appropriately Fully understand and help market the full array of AMG's services Help build AMG's image in the community Understand and be able to explain AMG's methodologies, economic scenarios and recommendations Contribute to effective and efficient firmwide financial counseling practices, as requested Maintain highly effective and respectful working relationships with AMG staff of all levels Manage and supervise any professional and support reporting staff in a manner designed to meet client, employee and firm needs Maintain up-to-date knowledge of all investment and financial counseling-related subject areas Effectively set and communicate priorities Regularly attend and participate in conference calls and staff meetings Demonstrate a positive attitude, self-motivation, hard work, follow-through, high-quality work, accuracy, attention to detail Exercise effective judgment Adapt to changes and new responsibilities Other duties as assigned Job applications will be accepted through March 31, 2025 AMG is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected Veteran status.

Financial Analyst/ Planning Analyst/ Reporting Analyst Littleton, CO- 80120 Duration: 2-3 Months (Possible extension or conversion) Work schedule: 40-45 hours/week Payrate- $35.50/hr Should be excellent in Advance MS Excel (Macros, formulas, Tables etc), Some finance reporting background Key Responsibilities: Perform Retail Wireless financial forecasting, reporting, and operational metrics tracking on a weekly/monthly basis; consolidate and manage weekly executive forecast review of subscribers and P&L line items for Corporate FP&A Serve as the main point of contact between the Retail Wireless Finance organization and Corporate FP&A for questions regarding the consolidated financials and financial projections Support the financial planning/budgeting, forecasting, and reporting process for Retail Wireless G&A expenses Develop and maintain strong partnerships with groups throughout the company to accurately reflect the business in published analyses and recommendations; maintain a strong working relationship with Accounting and play a key role in the month/quarter/year end process Analyze and interpret financial data and communicate explanations and recommendations to leadership; develop understanding of key drivers of results Utilize your creativity to develop solutions outside-of-the-box Produce clear, well-formatted reports that communicate a compelling message for the business Perform ad-hoc analysis related to cost-savings opportunities and other corporate initiatives Act as a steward of financial accuracy and data integrity Education and Experience: Undergraduate degree in Finance, Accounting, or related field MBA or MS-Finance is a plus, but not required 3+ years of financial analysis, forecasting, and budgeting experience Skills and Qualifications: Proficient in Microsoft Excel with a knowledge of financial reporting systems a plus (e.g., Oracle, Hyperion, and OneStream) Proficient in Google Suite - primarily Sheets and Slides Excellent teamwork skills with ability to establish productive working relationships with other departments and personnel Well-developed oral and written presentation skills, with the ability to summarize complex concepts into understandable and easy-to-follow presentation materials Understanding of business financial and accounting concepts (Accruals, Reversal, GAAP principles, etc.) Results-driven and able to strike the right balance between detail orientation and grasping the big picture Intellectual curiosity, outstanding problem solving and strong analytical skills with the ability to seek, organize, analyze, and draw valid conclusions with attention to detail and accuracy Ability to manage tight deadlines, prioritize workload, and achieve effective results in a fast-paced dynamic environment

Minimum Requirements Bachelor's degree in accounting, finance, business or related field required or equivalent experience. . Expert knowledge of MS Excel software, including Vlookups and pivot tables. Working knowledge and understanding of Generally Accepted Accounting Principles (GAAP) with the ability to apply to business transactions. Analytical ability. Attention to detail. Responsibilities Summary Responsible for supporting the finance department analyzing, managing, reporting, and providing insights and recommendations regarding the organization's cost of goods sold. Works closely with manufacturing and supply chain departments ensuring we maximize profitability while optimizing operational efficiency. Cross functional collaboration and ability show how the numbers tell a story to non-finance partners is instrumental. Primary Duties and Responsibilities Lead the budget and guidance process for establishing and maintaining the Cost of Goods Sold, COGS, sections of the income statement. Collaborate with Manufacturing, Cost Accounting, Sales, and Supply Chain teams to gather the required information to update all COGS related accounts in both the budget and guidance on an annual and quarterly basis. Generate analytics to highlight the difference between new build product cost and service repair product cost by product line. Establish standardized reporting package to highlight and explain monthly and quarterly variance with detailed commentary at the account level for all COGS related accounts impacting Gross Margin. Prepare detailed COGS reports that break down costs by material, labor, and overhead by product line, as well as absorption percentage for each respective classification. Provide insight to fluctuations in absorption with supporting details to substantiate account level variances. Establish an Other Cost of Goods Sold, OCOGS, analysis for reporting on expenses such as Tariffs, PPV, Freight, E&O, etc. with detailed commentary explaining variance from budget and guidance. Produce product line gross margin trend analysis month over month and quarter over quarter with detailed account level explanations of variances. Develop and maintain a total company and product line level dashboard that tracks gross margin performance and key performance indicators, splitting out cost variability from Standard COGS to OCOGS related accounts. Identify opportunities for cost reduction and process improvement, within the manufacturing and supply chain arena i.e. leakage, PPV, Incoterms, scrap, shrinkage, etc. Conduct regular reviews of inventory levels, production efficiency, and waste management to optimize the impacts to COGS related accounts. Performs other ad hoc reporting and analysis as requested.

Why Work at Mercer Advisors? For nearly 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. This position is best for a candidate who seeks to sharpen technical competency before advancing towards a client facing advisor role or is exploring the various career paths of a financial planner. The planner will be exposed to numerous advisors and clients to deliver comprehensive financial planning modules, utilizing various software and proprietary tools, as well as through working with our other in-house specialists in investments, tax, estate planning, and insurance solutions. To succeed in this position, one must be detail and process-oriented, analytical and have a high degree of follow-through and strong communication skills. Essential Job Functions for the Financial Planner II will include: * Prepare financial plans for prospective and existing clients. This includes spending plans, investment analysis, retirement projections, Social Security analysis, education-funding analysis, stock options analysis, estate-planning analysis, tax planning, asset protection, and risk management needs analysis. * Work with sales, advisors and clients to gather, organize and process data to prepare the financial planning analysis. * Fluency with financial planning tools (ex: eMoney, Morningstar, SS Analyzer, CRM, portfolio accounting). * Partner with advisor teams to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future. * Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs. * Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client. * Keep current on financial planning topics including, but not limited to, wealth transfer strategies, complex retirement needs, Social Security, and tax planning. * Co- present financial planning concepts and analysis with advisors. * Assist with creating and implementing procedures to improve efficiency and enhance client experiences. Required Knowledge, Skills and Abilities: * Bachelor's degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology or Finance related) * Must have a Certified Financial Planner (CFP) designation or must have a S65 and completed CFP coursework * 3 years client facing financial planning experience. * Excellent verbal, written, analytical and organizational skills * Proficiency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, SS Analyzer, portfolio analysis). * Ability to work independently managing and prioritizing deliverables * Must be highly flexible and confidential with all matters * Ability to travel up to 20% required Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel assumed up to 20% of the time. Average annual salary range for this position across our locations is: $65,000 to $110,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. The anticipated date that this position will be filled is 5/22/2025. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: * Company Paid Basic Life & AD&D Insurance * Company Paid Short-Term and Long-Term Disability Insurance * Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance * Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. * Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan. * Two comprehensive Dental Plans * Vision Insurance Plan * Dependent Care Savings Account for child and dependent care. * 14 Company Paid Holidays with a full week off at Thanksgiving. * Generous paid time off program for vacation and sick days * Employee Assistance Plan * Family Medical Leave * Paid Parental Leave (6 weeks) * Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time. * Adoption Assistance Reimbursement Program * Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more. * 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match * Pet Insurance We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.

Why Work at Mercer Advisors? For nearly 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. This position is best for a candidate who seeks to sharpen technical competency before advancing towards a client facing advisor role or is exploring the various career paths of a financial planner. The planner will be exposed to numerous advisors and clients to deliver comprehensive financial planning modules, utilizing various software and proprietary tools, as well as through working with our other in-house specialists in investments, tax, estate planning, and insurance solutions. To succeed in this position, one must be detail and process-oriented, analytical and have a high degree of follow-through and strong communication skills. Essential Job Functions for the Financial Planner III will include: Prepare financial plans for prospective and existing clients. This includes preparing comprehensive financial plans in eMoney, portfolio analysis using Orion or Morningstar, tax planning with Holistiplan, and solving other modules using custom analysis tools in excel. Work with sales, advisors and clients to gather, organize and process data to prepare the financial planning analysis. Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs. Partner with advisor teams to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future. Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client. Keep current on financial planning topics including, but not limited to, wealth transfer strategies, complex retirement needs, Social Security, and tax planning. Co- present financial planning concepts and analysis with advisors. Be available as a direct one-on-one client resource for financial planning questions. Mentor, coach, and review output of other members of the Financial Planning Group. Assist with creating and implementing procedures to improve efficiency and enhance client experiences. Required Knowledge, Skills and Abilities: Bachelor's degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology or Finance related) Must have a Certified Financial Planner (CFP ) designation or must have a S65 and completed CFP coursework 5 years client facing financial planning experience. Excellent verbal, written, analytical and organizational skills Ability to dispense financial planning topics in both supervised and unsupervised setting. Fluency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, Orion Risk Intelligence, Holistiplan, SS Analyzer). Ability to work independently managing and prioritizing deliverables and supervising those newer to their careers Must be highly flexible and confidential with all matters. Ability to travel up to 10% required Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel assumed up to 20% of the time. Average annual salary range for this position across our locations is: $65,000 to $110,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. The anticipated date that this position will be filled is 6/11/2025. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: Company Paid Basic Life & AD&D Insurance Company Paid Short-Term and Long-Term Disability Insurance Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan. Two comprehensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for child and dependent care. 14 Company Paid Holidays with a full week off at Thanksgiving. Generous paid time off program for vacation and sick days Employee Assistance Plan Family Medical Leave Paid Parental Leave (6 weeks) Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time. Adoption Assistance Reimbursement Program Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more. 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Pet Insurance We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. Job Responsibilities Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates Create mandates for discretionary accounts Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team Work with Team Leader to monitor Client Advisor loadings. Submit and monitor fee schedules and billing Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct Required Qualifications, Capabilities, and Skills Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Three plus years of work experience in Private Banking or Financial Services Bachelor's Degree required Exceptional follow-up and follow-through skills PowerPoint and Excel expertise Preferred Qualifications, Capabilities, and Skills Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software Experience and interest in financial markets and concepts Self-starter, extremely organized and detail-oriented with strong commitment to accuracy Proactively generate investment ideas and reasons to call clients to aid the team in growing client relationships. Gather and interpret market, product and client information as well as research. Prepare, Review and approve Investment Performance review presentations for Client Advisors to deliver to clients

This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers such as eBay and Teach For America leverage RippleMatch to build diverse, high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Accounting, Business Administration, or a related field. Basic understanding of financial concepts, including financial modeling, valuation, and analysis. Proficiency with Excel and experience with financial analysis software and tools. Strong analytical skills, with the ability to interpret financial data and generate insights. Good organizational and time management skills, capable of managing multiple tasks and meeting deadlines. Excellent communication and interpersonal skills, for effectively presenting findings and collaborating with team members. Attention to detail and a commitment to accuracy in financial reporting and analysis. Eagerness to learn and adapt in a fast-paced environment. Initiative to take on projects and a proactive approach to problem-solving. Participation in finance-related extracurricular activities, such as investment clubs or competitions, is a plus.

GET MORE OUT OF YOUR CAREER! Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training and development, mentorship, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Our award-winning training equips you with the knowledge, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to support your 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 Northwestern Mutual Financial Representative: Build-Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends. Educate-Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options. Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest 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 optimum advice for your clients' needs. You are in business for yourself but not by yourself! You could be right for this opportunity if you have: 4-year degree; or equivalent professional work experience Prior sales and/or business experience preferred. Entrepreneurial ambitions Experience building meaningful relationships Interpersonal skills for success in client-facing roles Excellent time-management skills Desire for continuous learning Legal authorization to work in the US without sponsorship **Must be located in greater DTC area or already planning to move here imminently** Income Growth Opportunity: First year income ranges from $70,000- $200,000. Average income per advisor that has been here over 5 years is $635,000, top 25% is $1.6M, top 10% is $2.3M. Additional Compensation & Benefits: Commission structure to support early development Renewable income Bonus programs and expense allowances Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more Retirement Package and Pension Plan Medical, Dental, Vision, Life Insurance and Disability Income Insurance Family Planning Recent Awards and Accolades: FORTUNE 500 COMPANY (2023) FORTUNE WORKS MOST ADMIRED COMPANIES (2022) FORBES BEST EMPLOYERS FOR WOMEN (2022) FORBES BEST EMPLOYERS FOR DIVERSITY (2022) TOP 125 TRAINING PROGRAM Are you ready to build your best life and enhance the lives of your clients? Apply now!