Finance Planner Jobs in Lake Magdalene, FL

Kopernik Global Investors, LLC is an SEC registered investment adviser under the Investment Advisers Act of 1940. The Firm provides investment management services to individual and institutional investors. Kopernik is a client-centric, 100% employee-owned, global equity investment management specialist. Summary: The position is based in Tampa, Florida, and reports to Investor Relations. The ideal candidate will have a passion for value investing, a high level of integrity and put the needs of our clients first. They must be self-starters and should thrive in a smaller, employee-owned company environment. Responsibilities: Develop a deep knowledge of Kopernik's investment philosophy, process, and products, including an understanding of the target end-market (Family Offices, RIAs, Financial Advisors, Endowments & Foundations, Corporate Plans, OCIOs). Utilize a consultative approach to position Kopernik's investment platform via phone and email; the goal is to “know your client” and help them to thoroughly understand Kopernik. With guidance of the external sales partner, cultivate new business opportunities and maintain assigned intermediate relationships. Proactively drive activity through a model of outbound calls, emails, and digital campaigns to clients/prospects. Utilize SalesForce CRM platform to input and maintain client profile information, maintain a prospect pipeline, and manage marketing campaigns and databases. Proactively support sales activities which may include handling meeting coverage requirements; preparing for due diligence meetings; preparing and ordering proposal materials; providing assigned external partner with communication and talking points on the portfolio and help plan/coordinate clients events during CIO/PM visits to territory. The position provides the opportunity to become the main contact for specific clients/prospects. Maintain and strengthen knowledge base regarding all aspects of the investment industry, competitors, and products available in the securities marketplace. Requirements: Bachelor's Degree required. Excellent verbal and written communication skills. Demonstrated ability to cultivate relationships and contribute to a team-based environment. Professionalism, positive attitude, perseverance, mental toughness, and initiative in the face of challenges; must be able to take direction and accept constructive criticism. Sales desk experience and general knowledge of financial markets, investment concepts, and related industry regulations. Well-organized with attention to detail. FINRA series 7 & 63/65 or 66 licenses highly preferred. Experience working with marketing database platforms (e.g., eVestment, Morningstar) and CRM platforms (Salesforce, MARS) a plus. Additional Requirements: This is not a remote position and will require relocation if not already local to the Tampa, FL area. Being authorized to work in the U.S. without employer sponsorship is a precondition of employment. Application Requirements: All submissions are to be submitted to ****************************. A cover letter stating: Why do you want to work at Kopernik. What are your passions/interests outside of work? The firm provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Are you a dedicated financial planner seeking a role where your expertise directly impacts clients' retirement success? Imagine a position focused entirely on relationship management and strategic planning-no sales pressure, no cold calls. In this role, you'll: Serve as the primary advisor for existing clients, guiding them through comprehensive financial and retirement planning. Conduct regular reviews to ensure financial plans align with evolving goals. Collaborate with a supportive team to deliver exceptional service. We're looking for someone who: Holds a CFP designation. Has 3+ years in financial planning, especially in retirement strategies. Excels in building lasting client relationships. Join a firm that values your expertise and offers a substantial base salary, comprehensive support, and a collaborative environment in our Tampa office. Don't miss this opportunity to focus on what you love-helping clients achieve their financial dreams. Apply now to take the next step in your career.

Craft Wealth Services Hiring: Experienced Investment Advisors Craft Wealth Services, a SEC-registered Investment Advisory firm, is seeking skilled Investment Advisors to join our dynamic team. As a blend of Wall Street acumen and Main Street values, our fully independent firm is committed to providing exceptional financial guidance and personalized wealth management solutions. If you are passionate about helping individuals achieve their financial goals and possess a solid foundation in investment advisory, we encourage you to apply. Key Responsibilities: Develop comprehensive financial strategies for clients, including investments, estate planning, insurance planning, business exit planning, and more. Manage and maintain strong client relationships, providing regular updates and adjustments to their financial plans. Requirements: Minimum of 2 years of experience as an Investment Advisor, or having held a role in Investment Banking, Private Equity, Venture Capital, Insurance, Hedge Funds, etc. Possession of Series 65 or Series 66 license is mandatory. Excellent communication and interpersonal skills. A proven track record of managing client relationships and portfolios. A transferrable book of clients and or a strong network is highly advantageous. What We Offer: Our revenue share model is more competitive than any other firm in the industry. Comprehensive planning services, including insurance, a dynamic performance fee based model and business exit strategies, supported by our street-level portfolio management walls. As part of our team, all you need to focus on is maintaining client relationships ; we handle everything else, from back-office operations to compliance. Join Craft Wealth Services and be a part of a team that values integrity, professionalism, and dedication to client success. If you meet the above criteria and are looking for a rewarding career in wealth management, please submit your resume and cover letter! Craft Wealth Services is an Equal Opportunity Employer. Let's build wealth together. Apply today!

Job Title: Investment Banking Analyst Sector: Financial Institutions (RIA, Wealth & Asset Management) About: Our client is a premier investment banking firm focused on providing advisory services to financial institutions, particularly Registered Investment Advisors (RIA), wealth management, and asset management firms. The team is looking for a driven Investment Banking Analyst to join its Tampa office to assist with executing transactions. Investment Banking Analyst Overview: As an Investment Banking Analyst, you will support the team in executing M&A, capital raising, and strategic advisory transactions for clients in the financial services sector. This role will involve financial analysis, modeling, preparing client presentations, and assisting with transaction execution. Investment Banking Analyst Responsibilities: Financial Modeling & Analysis: Build and maintain financial models, conduct valuations, and provide financial insights for clients. Market Research: Conduct research on the RIA, wealth, and asset management industries to support deal sourcing and client discussions. Transaction Support: Assist in due diligence, preparation of marketing materials, and coordination with clients and stakeholders. Client Presentations: Help create and present client-facing materials, including pitch decks and financial summaries. Investment Banking Analyst Qualifications: Education: Bachelor's degree in Finance, Economics, Accounting, or a related field. Experience: Previous internship experience in investment banking or finance is a plus. Open to Transaction Advisory backgrounds. Skills: Proficiency in Excel, PowerPoint, and financial modeling. Strong written and verbal communication skills. Attributes: Self-motivated, detail-oriented, and able to work efficiently in a fast-paced, team-oriented environment. If interested in the role above, please don't hesitate to apply! Desired Skills and Experience

A culture of growth with a firm that supports You've built a successful practice and now you're considering a move. Perhaps you're looking for more. At Equitable Advisors, we'd like to get to know and understand you - and help you discover what greater fulfillment you can find - for your clients and for yourself. We're here to help you grow your business, be your strategic resource and provide you with the tools, products and platform to deliver an outstanding client experience. Together, we help you achieve your goals through: Our open-architecture platform for client solutions Our broker/dealer powered by one of the world's largest broker/dealers LPL* Our elite benefits and wealth-building programs Our competitive payouts Our operation and compliance infrastructure support *LPL Financial, member FINRA, SIPC, is the clearing broker-dealer for Equitable Advisors, LLC and they are not affiliated. We know that making a move is a big decision. So we offer support and financial packages designed to make your transition into Equitable Advisors as smooth as possible. At a glance* More than 2.8 million clients More than $220 billion assets under management More than 4,300 financial professionals More than 190 Elite Advisor Group firms 80 branch offices * Source: ************************************************************* Securities offered through Equitable Advisors, LLC (NY, NY ***************, member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC.Equitable Advisors is an equal opportunity employer M/F/D/V GE-XXXXXX (09/24) (Exp.09/26) GE-7002701.1(9/24)(Exp.9/26)

Cetera Investment Services is looking for a motivated individual to fill the role of a Financial Advisor for Hancock Whitney Financial Consultants located at Hancock Whitney Bank in Tampa, FL. For more information, and to apply online, please scroll down. JOB FUNCTION / SUMMARY: Financial Advisors are primarily responsible for consulting with clients and prospects to determine course of action(s) designed to help meet their financial and investment goals. ESSENTIAL DUTIES & RESPONSIBILITIES: Completes a suitability review with client to assess the investor's financial situation, including, but not limited to, his age, income, net worth, current investments, investment experience and objectives, investment time horizon, risk tolerance, and liquidity needs. Makes full disclosures required in conjunction with selling non-deposit investment products on bank premises. Discusses benefits and risks as well as other product features pertaining to possible investment solutions for the client. Recommends product(s) and/or services based on the information provided by the client that are suitable for the investor's needs. Meets with existing clients periodically to update them on potential investments and to determine whether any life changes (marriage, disability, retirement, etc.) have occurred that may affect their financial and investment goals. Completes all client's paperwork in accordance with compliance and company guidelines including providing prospectus if applicable. Receives client's trade orders and instructions for money movement and processes according to regulatory requirements. Reviews all paperwork for accuracy and completeness before forwarding to HWIS operations for processing. Creates a file to be kept at the representative's hub branch with copies of all transactions. Serves as a member of the Wealth Team and attends meetings on a weekly basis to review clients and prospects. Works with line of business partners and helps identify investment opportunities. Assists and supports the wealth team's investment and insurance goals by prospecting with the wealth team and working with line of business partners. Maintains proper FDIC/SPIC signage and current brochures in all office locations. Looks for cross-referral opportunities to send to other members of the wealth team for trust, loans, and deposits. Attends annual compliance continuing education meeting held by Hancock Whitney Investment Services. Successfully completes required continuing education in compliance with both insurance and securities regulations. Renews insurance license on an annual basis prior to deadline. Complies with State Insurance and Securities regulations. Contacts and qualify prospective clients, explains features and merits of options offered, and presents options based on analysis of prospect's exposure to loss. Uses a consultative sales process, determines client needs, obtains commitment and proposes solutions. Anticipates future needs and calls on established clients to upgrade accounts. Coordinates with bank business partners in order to have the opportunity meet with bank clients and determine how to meet their investment needs. Develops marketing and sales strategy to market products to non-bank clients. Participates in community affairs to increase company and bank's visibility and to enhance new business opportunities. Compiles lists of prospective clients to provide leads for additional business. Contacts and qualifies prospective clients and develops an action plan to assess their investment needs, acceptable risk level and to present solutions. Develops long-term relationships with clients. Continually expands product knowledge and consultative selling skills through self-study and continuing education programs. Defines and maintains client service agreements. Undertakes special projects to enhance the sales and marketing process. Serves as a business partner to bankers and fellow financial advisors. SUPERVISORY RESPONSIBILITIES: No MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE: Bachelor's degree preferably in Business, Finance, Accounting or related field. 5+ years of related experience in Brokerage/Insurance and/or Banking/Retail 5+ years of experience prospecting and providing investment advice to clients that meet the criteria to be considered high net worth individuals An equivalent combination of education, training, and experience may be considered. Must currently possess Life and Health Insurance License - fixed annuity and variable annuity and be in good standing Must currently possess FINRA Investment License(s) - Series 7, 63, 65/66 and be in good standing A proven track record over past job performance selling products that generate fee income over time Ability to learn, understand and communicate all investment products and procedures of the company Ability to identify selling opportunities to up-sell and cross-sell bank products and services Ability to interact with individuals of widely divergent lifestyles ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS: Ability to travel if required to perform the essential job functions Ability to work under stress and meet deadlines Ability to operate related equipment to perform the essential job functions Ability to read and interpret a document if required to perform the essential job functions Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement. Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws. Who is Cetera? Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we're committed to helping you reach your goals - both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you'll have access to: · A clear transition plan and timeline so you know what to expect, and when · Our orientation course to give you an overview of all the tools and services available to you · Assistance with account transfers and paperwork, and frequent updates on their status · Help with communications to your current clients about your transition · In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform · New business cards, stationery, and email address · An introduction to our vast marketing resources, so you can start using them with current and prospective clients If you are interested in this position, please attach a copy of your resume with your application.

A career with Northwestern Mutual brings mutual success. When you bring your talent, hard work, and experience, we offer the training, mentorship, and resources to help you achieve your definition of success and discover your unlimited potential - in leadership, income, and community impact. Our financial professionals help clients reach their individual goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there. As you build your financial planning practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way. A successful advisor has typically reached a ceiling and is looking for a career change where they can utilize and maximize their talents. We welcome individuals from diverse backgrounds who possess an entrepreneurial spirit, grit, motivation, are self-starters, and are looking to create an impact. In addition to these qualities, we are looking for professionals who have: - Bachelors degree from a 4-year institution - Prior sales and/or business experience preferred - Possess a history of personal and professional success - Ability to commute to the Tampa office (Westshore District) and ability to work on-site - Strong communication skills inclusive of networking capabilities Northwestern Mutual brings together career changers from a variety of backgrounds including but not limited to: - Financial Services - Business Development - B2B/B2C sales - Hospitality - Athletes - Real Estate - Military Veterans - Entrepreneurs/Business Owners Our commitment to our career-changers exploring this opportunity is providing the top Financial Advisor training program in the nation, as well as mentorship for the first five years of your career from industry experts and top-rated Forbes Advisors. Our compensation structure is performance-based with multiple recurring revenue streams. As part of your start-up, we provide a competitive bonus opportunity. In a time of market uncertainty, our compensation allows you to control your earnings, vision, and progression: Average vs Top 25% vs Top 10% Year 1 | $67,611 - $119,014 - $149,946 Year 5+ |$457,047 - $1,271,219 - $2,407,536 Northwestern Mutual provides a comprehensive benefits package: - Comprehensive medical, dental, and vision insurance - NM-Funded Retirement Package and Pension Plan - Life Insurance and Disability Income Insurance - Health care and dependent care reimbursement accounts - Reimbursement for licensing and ongoing education - Access to our products and planning - Parental benefits at every stage of family planning ______________________________________________________________________ About Northwestern Mutual: Northwestern Mutual has been helping families and businesses achieve financial security for 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services. Awards and Accolades: - FORTUNE 111 (FORTUNE 500, 2023) - One of the “World's Most Admired” companies (FORTUNE Magazine, 2024) - One of “America's Best Large Employers” (Forbes Magazine, 2023) - One of “America's Greatest Workplaces for Diversity” (Newsweek, 2023) - Top 50 Employers (Equal Opportunity Magazine, 2023) - Best Places to Work #82 (Glassdoor, 2021) - Highest Rated CEO's (Glassdoor, 2021) Location: 1511 N Westshore Blvd Tampa, FL As part of the Northwestern Mutual hiring process, verification of a candidate's background will be required, which includes Federal Bureau of Investigation fingerprint submission for review against nationwide fingerprint records.

Our client, a faith-based Financial Planning/Wealth Management firm, with locations in PA, NY and FL, has an immediate need for a Financial Advisor, that can sit in either Fort Myers or Naples, Florida. The Financial Advisor is responsible for providing expert guidance to meet the financial planning needs of individuals and businesses. Additional responsibilities include: Developing holistic financial solutions by understanding client's goals and visions Meet with clients to determine financial objectives, risk tolerance, income, expenses, and assets Offer strategic advice on investments, insurance coverage, and debt management tools Perform market research to stay current with financial trends The qualified candidate will have the following: Associate's degree required (Bachelor's degree preferred) 3-5+ years financial advisor experience (estate planning, retirement, investment, business planning, education funding, etc.) FINRA Series 65 or Series 66 licensure Current certificate of qualifications, which may include FCA, CII, CISI, and FINRA Series 7 or Series 63 licensure Knowledge of the securities, insurance, and mutual fund industries required The client offers a flexible compensation structure depending on experience (base + commission, commission only, etc.), a robust benefits package and the opportunity for career growth. Position is on-site in Fort Myers or Naples (depending on candidate's location)

Our client seeking a dedicated, driven, and licensed Financial Advisor to join their team. They offer extensive resources and support to help you build a successful career in the financial services industry. As a Financial Advisor, you will provide expert advice to clients regarding investments, insurance, retirement, tax strategies, and other financial planning needs. Your role will focus on building long-term relationships with clients, while offering personalized financial solutions to help them achieve their financial goals. We provide all necessary tools, equipment, seminars, and marketing resources to ensure you succeed in this role. Key Responsibilities: Client Consultation & Financial Planning: Conduct thorough financial assessments and identify clients' short-term and long-term goals. Provide tailored financial strategies covering investments, insurance, retirement, and estate planning. Maintain long-term relationships with clients by offering ongoing advice and adjustments to their financial plans. Market & Client Acquisition: Prospect and generate new business opportunities by leveraging provided marketing resources. Build a book of business through personal outreach, referrals, and networking opportunities. Compliance & Licensing: Ensure all activities comply with regulatory requirements, including all applicable laws and internal policies. Maintain an active 215 Life and Health Insurance License (required). Ongoing Education & Development: Participate in seminars, training programs, and continued education opportunities (provided). Stay current on financial industry trends, tax laws, and investment strategies to best advise clients. Performance & Growth: Set and achieve individual sales and client service goals. Work collaboratively with team members to share knowledge and improve overall client satisfaction. Requirements: Licensing: Active 215 Life and Health Insurance License is required. Experience: Prior experience in financial services or a related field is preferred, but not required. Strong interest in finance and helping clients achieve their financial goals. Skills: Excellent communication, interpersonal, and relationship-building skills. Ability to analyze financial data and provide solutions. Strong organizational skills and the ability to manage multiple client portfolios. Self-motivated and driven to succeed in a results-oriented environment. Technology & Tools: Access to all necessary tools, software, and equipment provided.

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. Responsibilities Supporting WAs in delivering services to clients, with the potential to lead less complex client relationships. Providing organizational support by assisting with client onboarding, information management, and coordinating with external service providers. Preparing customized financial reports and analyses for clients and creating presentation materials to convey recommendations. Assisting in preparation for client meetings, documenting discussions, and managing follow-up actions. Updating trade sheets during investment implementations and providing support as needed across client teams. Qualifications & Requirements Bachelor's degree CFP designation Family Office Experience, a plus 7+ years of relevant experience Proficiency in Microsoft Office, especially Excel Strong integrity and ability to maintain confidentiality. Excellent team player with strong communication skills Detail-oriented with excellent analytical and organizational abilities. A proactive approach to work, with the ability to take ownership of projects and see them through to completion. Competencies Advanced knowledge of financial planning concepts and processes Strong understanding of investment offering, investment analysis, and building client portfolios Developing others Relationship/Practice Management 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.

Financial Advisor - Independent Platform Opportunity (High Payouts & Full Support) Are you a successful financial advisor who isn't actively job hunting but is curious if there's a more independent and profitable way to run your practice? You might not be looking to make a change, but imagine an opportunity where you keep more of what you earn and gain greater freedom - all while receiving robust support to grow your business. This is that opportunity. Why Consider This Opportunity? We offer an independent advisor platform that lets you operate your own practice with full autonomy and the backing of a strong, experienced firm. It's like having the best of both worlds: run your business your way while we provide the resources and support to elevate your success. Here's what sets our platform apart: Higher Payouts : Enjoy a generous payout grid that significantly boosts your take-home revenue. Our advisors keep much more (often 90%+ of GDC) - meaning you're rewarded for the business you generate. No more sacrificing a big chunk of your earnings to an employer with little in return. (Higher production can even lead to payouts up to 97%.) Tech and Platform Flexibility : We provide access to leading technology platforms and multiple custodial options, including Schwab, Fidelity, Pershing, SEI, and others, giving you full control over your business. No proprietary roadblocks - just modern tech to streamline operations and enhance client service. Unlike other firms, we have no platform or administrative fees-you keep more of what you earn. Our model is built for long-term success, but if you ever decide to leave, there are no restrictive contracts or handcuffs-you own your book, and your clients follow you. True Independence with Firm Backing : Be independent, not alone. You maintain full control of your client relationships and business decisions while leveraging the resources of a nationally recognized firm. We provide compliance, technology, and a solid support infrastructure, so you have peace of mind to focus on your clients, just the freedom to serve your clients as you see fit, with a reliable team behind you when you need it. Comprehensive Marketing Support: Stand out in your market without having to become a marketing expert yourself. Our in-house marketing & design team will help craft your brand - from a professional logo and website to polished brochures and social media content. We offer custom branding, marketing materials, and ongoing support to build your presence. You'll have the tools to attract and retain clients, without spending your own time designing or writing content. Administrative & Operational Support : Say goodbye to tedious paperwork and administrative headaches. Our dedicated client services and operations team handles the day-to-day tasks that burden your schedule - account opening, transfers, paperwork processing, compliance checks, appointment scheduling, phone answering, and more. Spend your time with clients and growing your practice, while we take care of the rest. In-House Asset Management Team : If investment research and portfolio management are eating up too much of your day, we have you covered. Our credentialed asset management team can provide pre-built model portfolios, custom investment strategies, and ongoing portfolio management for your clients. This means you can offer top-tier investment solutions without the need to personally manage every trade or research every fund. Free up your time to focus on client relationships and let our experts handle the market minutiae behind the scenes. Who Should Apply? This opportunity is ideal for experienced financial advisors who have built a solid practice. You might be a great fit if you: Are a producing financial advisor with around $250K or more in annual Gross Dealer Concession (GDC). Desire more independence in how you serve your clients and grow your business, but still value support and community. Feel you may be outgrowing your current firm's platform or payout structure. Perhaps you're giving up too much of your revenue or feel constrained by corporate hierarchies - and you know there's a better way. Hold the necessary licenses (e.g., Series 7, 65/66, insurance licenses as needed) and have an excellent compliance record. If you're currently at a wirehouse, bank, or another firm that takes a large cut or limits your growth, this is an opportunity to chart your own course and boost your net income. Even if you're not actively looking, it can't hurt to explore what a higher-payout, full-support model could mean for your bottom line and your clients. About Us We are a leading independent wealth management firm (Broker-Dealer & RIA) built by advisors, for advisors. Our firm has a nationwide presence and a strong reputation for empowering financial advisors to succeed on their own terms. We combine the entrepreneurial spirit of independence with the resources, scale, and stability of an established firm. Established Track Record: Decades of experience supporting independent advisors through transitions and growth phases. Robust Infrastructure: From compliance and due diligence to cutting-edge technology and practice management coaching, we provide a turnkey framework so you can hit the ground running. Collaborative Community: Join a network of like-minded professionals. Our advisors often share ideas, best practices, and even client solutions. You get independence and a collegial atmosphere. No Pressure Environment: We don't impose product quotas or proprietary product pushes. You truly own your client relationships and decisions; we're here to support, not to interfere. Our mission is simple: empower financial advisors to serve their clients and grow their business, without the typical corporate constraints. If you've ever thought “There must be a better way,” we strive to continuously offer the best possible platform. Ready to Elevate Your Practice? (Confidential Inquiry) Making a move is a big decision, and we understand the importance of confidentiality. If this piqued your interest, let's have a no-obligation conversation. We're happy to answer your questions, provide more details, and even offer a confidential pro-forma analysis to compare how your economics would look on our platform. How to reach out: Send us a message on LinkedIn Visit our website to learn more and contact us through our advisor recruitment page. (Website: ifpartners.com) Email our recruiting team (confidentially): Reach out directly to Camaron Koury (Sales Development Representative) at ****************************. You can simply express interest and we'll take it from there discreetly. 👉 Take the next step for your business - on your terms. Even if you're just mildly curious, we encourage you to get in touch for a friendly chat. Discover how gaining independence and higher payouts with full support could transform your future as a financial advisor. All inquiries will be handled with the utmost confidentiality. We respect your accomplishments and the relationships you've built with your clients. Our goal is to provide you with information and options - the rest is up to you. Elevate your career without sacrificing what matters most. If you're ready to explore a more rewarding path, let's talk about how we can help you achieve it. Your future practice, your way.

Suncoast Wealth Solutions (SWS) has a new and exciting opportunity available for a Financial Advisor located in Tampa, Florida. If you have an entrepreneurial spirit, a passion to grow your own business, and enjoy helping people reach their financial goals; then perhaps this is the opportunity you've been waiting for. While focusing on State Employees and their families, Financial Advisors partnering with SWS have the opportunity to tap into a large pool of potential clients who are eager to sit down with a financial advisor who can clearly articulate the financial options that are available to them. Financial Advisors working with SWS have the luxury of knowing that even though they are independent, they are supported by a team of knowledgeable leaders with over 35 years of experience in this field and a competent support staff utilizing the latest in technology. We are looking for individuals who: Possess a self-starter, entrepreneurial spirit with a deep desire to take ownership of their own business Passion for helping others achieve their financial dreams Willing to put the best interest of their clients above their own Enjoy building lasting friendships with like-minded Financial Advisors Willing to make a commitment to walk hand-in-hand with their clients through their life's journey Will make a commitment to keep growing in their quest to be the best Financial Professional they can possibly be Desired Skills and Experience: 5+ yrs. financial sales experience preferred Bachelor's degree or equivalent experience in business, finance, sales, marketing or related field Ability to build and manage client relationships Excellent written and oral communication skills FINRA Series 7 and 66 preferred FINRA Series 6, 63 and 65 may be considered for exceptional candidates A CFP designation or a Candidate for a CFP certification is preferred, but not initially required State insurance license An existing book of business strongly preferred Company Overview: Suncoast Wealth Solutions is a Financial Planning & Wealth Management Firm located in St. Petersburg, Florida with offices in Springhill, Sarasota, Cape Coral and satellites in Ft. Lauderdale, Miami, and Jacksonville. Since 1980, SWS Financial Professionals have been assisting Florida State Employees in developing Financial Plans designed to guide them through their life's journey. By partnering with Lincoln Investment, SWS has the tools and resources needed to provide and maintain comprehensive financial plans to ALL individuals; from those with smaller assets to high-net worth clients. For more information on Suncoast Wealth Solutions please visit our website at ******************************************

Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at Western & Southern Life, a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community, understand their financial needs and goals, and recommend impactful solutions. The Ideal Place for a Career Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package: Competitive compensation. Benefits, including medical and dental insurance, an Employee Assistance Program, a 401(k) plan with a company match, AND a defined benefit pension plan First-class individualized training and development Suite of digital and personalized marketing tools to build your business Rewards and recognition plan acknowledging top-notch results Dynamic career growth opportunities A Successful Financial Representative Our field offices welcome candidates with a diverse range of backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective financial reps are: Positive and resilient Customer-focused Interpersonally savvy Action-oriented and results-driven If this sounds like you, we encourage you to explore the possibilities, and apply today!

Webull is a leading digital brokerage platform built on next generation global infrastructure. At Webull, we believe that everyone should have an equal opportunity to control their own financial future. Our vision has always been to empower individual investors with the tools and resources they need to succeed financially. This commitment remains at the heart of everything we do. From low-fee trading and robust market data to advanced analytical tools, we are committed to providing a seamless, top-tier trading experience. About The Role & Team Webull Advisors is an SEC-registered investment advisor specializing in robo-advisory services. We are seeking a talented Investment Analyst to join our exceptional team in St. Petersburg. Reporting directly to our CEO of Advisors, you will play a key role in developing and managing portfolios, conducting in-depth research on third-party managers, and evaluating investment strategies across ETFs, mutual funds, and individual securities. This position offers the chance to become an investment product expert while collaborating with multiple teams and driving process improvements. In This Role, You Will Develop and manage portfolios leveraging expertise in portfolio construction, asset allocation, and risk/reward metrics. Conduct third-party manager research and evaluate investment strategies across ETFs, mutual funds, and individual securities. Summarize and present research findings to clients, offering clear and actionable insights. Maintain a deep understanding of third-party model provider capabilities, products, and services to support client needs. Act as the investment product expert for internal and external stakeholders, addressing inquiries and providing detailed product knowledge. Ensure accuracy and timeliness of system-generated client deliverables, including investment performance reports. Support the wealth management team by summarizing research and preparing customized client presentations. Provide ad hoc project and analytical support to the operations team as needed. Drive process improvements to create efficiencies and enhance automation in investment reporting workflows. Collaborate with cross-functional teams to streamline processes and align with business goals. Serve as the investment SME within a multidisciplinary team of professionals in technology, operations, legal, compliance, risk, and sales. Partner with internal teams to shape and enhance advisory platforms that align with the evolving needs of clients. The Skills You Bring Bachelor's degree in Economics, Business, or Finance Proven experience in a retail investment advisory environment. A strong understanding of portfolio construction, asset allocation, and investment research methodologies. Familiarity with ETFs, mutual funds, and individual securities as investment vehicles. Comfortability working in a collaborative, team-oriented environment with diverse stakeholders. A demonstrated ability to analyze processes, identify inefficiencies, and implement automation solutions. Exceptional analytical, communication, and presentation skills. What Makes You Stand Out You have experience working in fintech or with brokerage platforms Strong Knowledge of global financial markets Why Webull? At Webull, we're more than just a company - we're a global community of innovators, problem solvers, and trailblazers. Headquartered in St Petersburg, FL, Webull operates across15 regions worldwide, serving over 20 million registered users. Our team is filled with passionate individuals who inspire one another, work hard, and thrive on tackling challenges together. Here, your ideas matter, your voice is heard, and your contributions have a real impact. We believe that taking care of our people is the key to success. That's why we offer an exciting suite of benefits designed to support you and your loved ones: Comprehensive Health Coverage: 100% paid medical and dental insurance for employees and dependents, vision insurance, and more! Financial Support: 401(k) match, commuter benefits for NY positions, and short-term disability coverage. Work-Life Balance: Generous time off those increases with tenure, paid parental leave, personal days, sick time, and company holidays. Wellness & Pet Care: Fitness and wellness benefits, plus pet insurance for your furry friends. Dynamic Office Culture: Catered lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate. This role is based in our Global HQ in St Petersburg, FL at 200 Carillon Pkwy, St Petersburg, FL 33716. We're proud of the dynamic culture we've created across our offices, where ideas flow freely, mentorship happens organically, and opportunities for growth and learning are always within reach. By working in-office, we ensure every team member can fully immerse themselves in our mission, grow alongside colleagues, and make an immediate, tangible impact! EEOC Statement Webull is proud to promote diversity and provide equal opportunity for all applicants and employees. We are dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better our work (and work environment) will be for everyone.

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 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 valued partners, 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. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch 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. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (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 them 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. ¹ For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease 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. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. 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. #LI-USFATA

We are looking to fill a Financial Analyst with a fast growing real estate company in Tampa. This position will work directly with Corporate FP&A team, responsible for financial modeling, budgeting, forecasting, monthly financial reporting & analysis, trend analysis and key performance indicators. This role is hybrid, paying up to $85k plus 10% bonus Candidates MUST be local to the Tampa Bay area, only local candidates will be considered. Responsibilities includes: Assist with developing financial models and present analytics to support management team Conduct various industry and market analyses Manage financial and operational ad-hoc reporting and analysis Prepare and review financial variances between Actual/Budget/Forecast financial results Provide support on the monthly close process, including review of variance analyses, key trends, and performance metrics Lead the planning, coordination and consolidation of corporate budget/forecast as needed by the business Continuously analyze revenue and expense drivers to incorporate trends into financial forecasts Requirements: Bachelors in Finance or business related degree 2+ years of FP&A experience Power BI or Tableau required Advanced Excel skills Demonstrated capability delivering financial reporting models to various stakeholders Excellent interpersonal and communication skills to effectively work with all levels within the Company, and the ability to explain financial concepts to non-finance personnel Strong analytical and problem-solving abilities, including drawing connections between operational drivers and financial results If you are interested in applying for this role, or any others Segrera Associates is recruiting on, please send your resume to: ******************

LaSalle Network is hiring on behalf of one of the country's most innovative healthcare technology companies. They are seeking a Financial Analyst to join their team. This organization brings over 30 years of expertise in healthcare technology, earning them awards for their innovation, customer service and leadership. **This is a hybrid position, with 2-3 days in the office weekly. Financial Analyst Responsibilities: Provide technical support for Finance and BI systems Assist in designing dashboards for Finance and Business areas Develop and implement operating expense management processes and line-item detail across departments Perform and resolve reconciliations at the line-item level Conduct research and troubleshooting for identified reconciliation discrepancies Prepare monthly and quarterly variance analyses and trending reports Support business owners in adhering to budget targets and policies Contribute to the preparation of annual budgets, monthly forecasts, and special finance projects Financial Analyst Requirements: Bachelor's degree in Business, Finance, or a related technical/analytical field 2+ years of experience in financial analysis Familiarity with Financial and BI systems; experience with tools like Adaptive, Domo, or Salesforce is a plus Proficiency in financial/business modeling in Excel; database/SQL knowledge preferred Strong understanding of financial statements, budgeting, expenses, and analyzing sales quotes. If you are interested in growing your career with a thriving technology firm and meet the requirements, apply today! Thank you, Rachel Stewart Senior Recruiter, National Search LaSalle Network LaSalle Network is an Equal Opportunity Employer m/f/d/v. LaSalle Network is the leading provider of direct hire and temporary staffing services. For over two decades, LaSalle has helped organizations hire faster and connect top talent with opportunities, from entry-level positions to the C-suite. With units specializing in Accounting and Finance, Administrative, Marketing, Technology, Supply chain, Healthcare Revenue Cycle, Call Center, Human Resources and Executive Search. LaSalle offers staffing and recruiting solutions to companies of all sizes and across all industries. LaSalle Network is the premier staffing and recruiting firm, earning over 100 culture, revenue and industry-based awards from major publications and having its company experts regularly contribute insights on retention strategies, hiring trends and hiring challenges, and more to national news outlets.

Are you a seasoned financial advisor eager to focus solely on client relationships without the burden of prospecting? Imagine a role where your calendar is filled with pre-qualified appointments, allowing you to do what you do best: guiding clients toward their retirement dreams. Your Opportunity: Client-Centric Role: Engage with pre-qualified prospects, crafting personalized retirement plans that align with their aspirations. No Prospecting Required: Our proven marketing strategies ensure a steady flow of qualified leads, so you can concentrate on building meaningful client relationships. Competitive Compensation: Enjoy a substantial base salary with unlimited earning potential, reflecting your expertise and success. What You Bring: Experience: At least 3 years in financial planning, with a knack for converting prospects into long-term clients. Licenses: Series 65 and Life & Health Insurance licenses (or willingness to obtain). Expertise: Proficiency in fee-based managed portfolios and fixed-indexed annuities. Passion: A genuine desire to help pre-retirees and retirees navigate their financial journeys. Why Join Us: At Walser Wealth, we're redefining wealth management by challenging conventional strategies and offering innovative solutions. Our state-of-the-art Tampa office provides a dynamic environment where your skills are valued, and your growth is supported. Don't miss this chance to elevate your career and make a tangible impact on clients' lives. Apply today and step into a role where your expertise is celebrated, and your success is limitless.

College Financial Representative, Internship Program - St. Petersburg, FL (SENIORS, & GRADUATE LEVEL STUDENTS ONLY). College Financial Representatives in the internship program at Northwestern Mutual's Saint Petersburg office are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Get licensed with your Life, Accident, and Health insurance license Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) 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 and College 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) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing2 $257 billion retail investment client assets held or managed by Northwestern Mutual3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength4 · Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College 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 to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)