Finance Planner Jobs in Miamisburg, OH

GET MORE OUT OF YOUR CAREER Choose a career where changing someone else's life for the better is also life-changing for you - personally, professionally, and financially. Northwestern Mutual - Dayton is seeking a new Financial Representative to join our firm. A successful applicant will have strong interpersonal and communication skills, have a demonstrated history of personal success, would thrive in an entrepreneurial environment, value professional interdependence with a Fortune 100 company, and have a demonstrated interest in community impact and business development. We've been helping clients achieve financial security for over 166 years. We are searching for an individual to help us carry on that tradition, by joining our firm in our Dayton office. Finance background is not needed - successful advisors come from a wide range of backgrounds and experiences, and many people find their calling in financial services after working in other industries. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis 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, mentors, and products. Our financial professionals help clients reach their 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. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. You could be right for this opportunity if you have: · Professional work experience, military experience, and/or 4-year degree · Entrepreneurial ambitions · History of success · Excellent time-management skills · Desire for continuous learning · Interpersonal relationship skills · Legal authorization to work in the US without sponsorship Compensation & Benefits Top-Ranked Training Program Comprehensive Medical Coverage Retirement Package; 2 Pension Plans Group Life and Disability Income Insurance Leadership Opportunities Sponsorship of Licensing/Designations (Life/Health, Series 6, 63, 7, 65, CLU, CFP, ChFC) Personalized Mentorship from Top Advisors and Industry Leaders Expense allowance programs Uncapped income potential Culturally diverse team with award winning agency culture Why join Northwestern Mutual: #97, Fortune 100 company (2023) Forbes' Best Employers for Diversity (2018-2022) Top 10 US Independent Broker-Dealers1 #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2022) $224 billion (retail investment client assets held or managed) FORTUNE 2023 Worlds Most Admired companies

Cincinnati, OH If you have experience as a Financial Advisor, Private Client Advisor, or Wealth Advisor, this opportunity is for you. Be the lead financial advisor for a growth initiative in that market and have a multiple-branch referral network. Utilize the many resources at this prime bank to be a cornerstone of your business for future growth. Highlights: Step into an existing book of business and referral network Complete open architecture with an Advisor driven platform Seeking a Financial Advisor who wants to accomplish something of lasting value for their customers, for their community, and for themselves What you'll do: Maintain presence within the bank to develop strong relationships and credibility with internal and external clients Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers Responsibilities: Serves as a coach and mentor for licensed bank employees Achieving sales goals while serving the client's best interests Plan and conduct individual and group coaching sessions with retail bank employees Conduct internal and external seminars to focus on business development and growth Prioritize client needs and introduce services of other Fifth Third Bank employees, i.e. loans, estate planning, deposits Recognize and reward achievement of goals Accountable for always doing the right thing for customers and colleagues and ensuring that actions and behaviors drive a positive customer experience Post-appointment follow-up to maintain relationships and develop referrals from an existing client base What you'll need: Brokerage industry experience in an advisory capacity You will need a Series 7,66 (63 and 65) State insurance license Ability to motivate others in a team environment Demonstrated ability to simplify and communicate complex financial concepts Proven experience in building strong internal and external client relationships Highly developed knowledge of the securities business, investment products, and financial solutions Highly developed sales and presentation skills

Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among Fortune 500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.

We're Concentrix. The global technology and services leader that powers the world's best brands, today and into the future. We're solution-focused, tech-powered, intelligence-fueled. With unique data and insights, deep industry expertise, and advanced technology solutions, we're the intelligent transformation partner that powers a world that works, helping companies become refreshingly simple to work, interact, and transact with. We shape new game-changing careers in over 70 countries, attracting the best talent. Our game-changers around the world have devoted their careers to ensuring every relationship is exceptional. And we're proud to be recognized with awards such as "World's Best Workplaces," “Best Companies for Career Growth,” and “Best Company Culture,” year after year. Join us and be part of this journey towards greater opportunities and brighter futures. The Sr. Professional I, External Reporting is responsible for the preparation and accuracy of all supporting documentation and statements related to external reporting. What you will do in this role In everything we do, we believe in doing right by and for people - our clients, their customers, our people, our community, and our planet Prepare draft financial statements for 10Qs, 10K, Annual Report and assist in preparation of Management Discussion and Analysis for inclusion in those documents Review monthly consolidation of financial results (Balance Sheet and Income Statement) and prepares monthly share calculations for EPS purposes Prepare quarterly press release related financials and other reporting requirements required for the web page on a quarterly basis Assist in implementing new accounting standards for the Company and also assist in researching accounting topics for the Company Work closely with the external auditors regarding audit requirements related to all SEC filings Maintain documentation supporting all Company public reporting Assist in providing information requested by Investor Relations officer Interact with Accounting and other departments to obtain information on a timely fashion in order to facilitate the external reporting process Assist in preparation of all Pension audits and filings. Work with Benefits department and External auditors to co-ordinate timely filing of all pension/VEBA filings Your qualifications We embrace our game-changers with open arms, people from diverse backgrounds, who are curious and willing to learn. Your natural talent to help others and go beyond WOW for our customers will fit right in with what we do and who we are. Concentrix is a great match if you have : Bachelor's Degree in related field from a four-year college or university 3+ years of relevant experience preferred. Excellent communication skills, both written and verbal. Ability to effectively present information to internal and external associates Demonstrated ability to organize and prioritize projects in a fast-paced and deadline-oriented business environment Demonstrated ability to take initiative and ownership with focus on continuous improvement Strong customer service disposition and sense of professionalism Solid understanding of the organization's business operations and industry. Demonstrated business acumen Demonstrated ability to comprehend, analyze, and interpret The base salary range for this position is $83,000-121,000 plus incentives that align with individual and company performance. Actual salaries will vary based on work location, qualifications, skills, education, experience, and competencies. Benefits available to eligible employees in this role include medical, dental, and vision insurance, comprehensive employee assistance program, 401(k) retirement plan, paid time off and holidays and paid learning days. Power the best version of you! At Concentrix, we invest in our game-changers because we know that when our people thrive, our clients and their customers thrive. If all this feels like the perfect next step in your career journey, we want to hear from you. Apply today and discover why over 440k+ game-changers around the globe call Concentrix their “employer of choice.” Concentrix is an equal opportunity employer We're proudly united as one team, one company, globally. We're committed to equal employment opportunities for all candidates and a work environment free from discrimination and harassment. All our recruitment practices are based on business needs, job requirements, and professional qualifications, without regard to race, age, gender identity, sexual orientation, religion, ethnicity, family or parental status, national origin, disability, or any other classification protected by applicable national laws.

Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. About Modern Woodmen of America Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact. Our representatives provide financial guidance and products to help members protect their families and their futures. Our products help fund member programs, including social, educational and volunteer activities that enrich members' lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We're proud of the impact fraternalism makes. It's what allows Modern Woodmen - and you, as a Modern Woodmen financial representative, to make a difference in your community! In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States. About you Show integrity and character. Demonstrate leadership skills. Team-oriented. Focus on results/success driven. Can or have overcome adversity. Grow by helping others. Show volunteer spirit in the community. Look for self-improvement opportunities. Enjoy building long-term relationships. Credible, trustworthy and honest. Education and training Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many. Qualifications Passion for bettering members' financial lives. Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials /SIE), Series 6 and/or 7 license, and Series 63 license, as required by state). Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing. Benefits and perks Paid medical and dental insurance. 401(k) retirement plan with company match. Noncontributory pension plan. Group term life insurance. Expense-paid trips, bonuses and other incentives. Modern Woodmen is an equal opportunity employer.

About bright STAR bright STAR Communities is a premier operator of Manufactured Home Communities (“MHC”) and Recreational Vehicle Communities (“RV”) across the United States. Our mission is to create vibrant, affordable communities for working families and retirees, as well as attractive vacation destinations for RV travelers. At bright STAR, we partner with exceptional leaders to support our rapid growth and meet the needs of our residents by consistently executing our disciplined approach to community building. By combining institutional discipline with our entrepreneurial spirit, we deliver meaningful benefits to our residents and significant growth for our investors. We are guided by a few Core Beliefs: CHARACTER MATTERS business should be a FORCE FOR GOOD we all profit most when we work for a PURPOSE GREATER THAN OURSELVES every decision should maximize LONG-TERM VALUE FOR ALL STAKEHOLDERS We strive to live our Values every day: AUTHENTICITY - We are real, honest, and transparent. EXCELLENCE - We solve problems and are obsessed with greatness. PARTNERSHIP - We bring out the best in each other. The Position BrightSTAR Communities is seeking a driven and detail-focused Acquisitions Analyst to join our growing team. In this role, you will report directly to the Director of Acquisitions and play a key part in identifying, evaluating, and acquiring new investment opportunities. You will conduct in-depth market research, perform comprehensive financial analysis, and collaborate with internal and external stakeholders to drive successful acquisitions. Responsibilities: Underwriting & Due Diligence: Conduct comprehensive underwriting and due diligence on prospective RV and Manufactured Housing acquisitions. Aid in the due diligence process by gathering property information, reviewing documents (e.g., financials, inventory reports, leases, contracts, title reports), and conducting site visits. Financial Modeling & Analysis: Prepare and present detailed financial models and analysis to evaluate potential acquisitions. These will include cash flow projections, return on investment (ROI) analyses, and other key performance indicators (KPIs). Develop and maintain Excel-based underwriting templates and tools. Market Research & Analysis: Conduct in-depth market research to identify trends, opportunities, and risks within the MHC and RV sectors. Analyze demographic data, economic indicators, and regulatory changes that may impact the market and specific deals. Provide data on emerging markets to assist in the acquisition of properties in a future high growth area. Deal Sourcing: Help identify potential acquisition targets by reviewing listing platforms, connecting with brokers, and evaluating off-market opportunities. Reporting & Communication: Assist in preparing presentations for internal and external stakeholders, highlighting key investment opportunities and providing analytical insights. Effectively communicate with brokers, sellers, lenders, and third parties to gather information and facilitate transactions. Collaboration & Support: Collaborate with Asset Management and Operations to support overall investment strategies. Industry Expertise & Knowledge: Stay abreast of industry trends, regulatory changes, and economic factors impacting the market. Database & File Management: Track and maintain acquisition databases, including deal pipeline, transaction history, and property owner information. Additional Responsibilities: Assist with other financial and accounting duties as assigned. Who You Are Technically Skilled: Highly advanced proficiency in Microsoft Excel. Experience with Argus, Crexi Intelligence or similar real estate analysis tools is a plus. Analytical: Excellent analytical and problem-solving skills with the ability to interpret complex financial data and draw meaningful conclusions. Communication & Collaboration: Excellent written and verbal communication skills, including the ability to clearly articulate investment recommendations to senior management and investors. Financial Acumen: Expertise in financial modeling and analysis, budgeting, forecasting & capital management. Wicked Smart Qualifications A minimum of 2 years of financial analyst experience, preferred. Bachelor's Degree in Finance, Real Estate, Accounting or related field required. Ability to analyze financial results, display initiative and exhibit strong organizational skills. Strong analytical and financial modeling skills, highly proficiency in Excel. Detail-oriented and the ability to multitask in a fast-paced, team environment. Excellent written and verbal communication skills. Candidates must be legally authorized to work in the United States and must be able to pass pre-employment background, credit check, and drug screening. bright STAR Communities maintains a drug-free and tobacco-free workplace. What We Offer bright STAR Communities offers a competitive salary based upon experience and a comprehensive benefits package, including: Affordable Medical, Dental, and Vision insurance options HSA with a monthly Company contribution for those who elect a high-deductible health care plan 401(k) with a generous Company match Growth Opportunity: This role offers significant potential for career advancement and professional development, allowing you to shape your own trajectory.

Are you a skilled Financial Analyst or Accountant with a passion for project finance? Our client is looking for a talented individual to join their dynamic team! Korn Ferry has partnered with our esteemed regional construction industry client on their search for a newly created Financial Analyst opportunity in Cincinnati, OH. Our client is a privately held, profitable business, and a leader in its niche. They are growing organically with a strong project pipeline. This is an exciting time to join their team. As a Financial Analyst, you'll work closely with project managers to define goals, create and maintain budgets, and ensure flawless execution. Your day-to-day will include developing financial forecasts, analyzing project variances, and driving efficiency through innovative processes. Key Responsibilities: Develop and drive financial forecasts and project estimated costs Support quarterly project reviews Handle all aspects of project finance, including planning, forecasting, and variance analysis Ensure timely and accurate preparation of monthly project billings Design and implement new templates and processes to improve financial accuracy and efficiency Qualifications: Bachelor's degree in accounting or finance 2+ years' experience in project accounting (construction industry a plus) Advanced Excel skills Experience with ERP systems or accounting software such as Timberline, Deltek, ComputerEase, or SAGE a plus Our client offers 100% PAID benefits, profit sharing, lucrative compensation + bonus, and 401k along with a flexible/HYBRID work environment. It is a very casual office, with low turnover, and a family-friendly culture. If you are looking for a growing company, with a chance to grow into a Senior level role and more, this opportunity is for you! NO RELOCATION OFFERED- SE# 510710414

ECP Business Capital is a rapidly growing financial sales marketplace here in Lexington, KY that provides capital solutions to small businesses across the United States. We are urgently hiring Junior Brokers to join our team and assist with the growth of our sales floor and the entire company. We offer an aggressive commission structure, high renewal commissions, and extensive hands-on training, along with opportunities for growth and promotion within the company. If you are a high-energy, entrepreneurial, and collaborative individual seeking a dynamic work environment, this may be the opportunity for you to earn $100,000.00 or more per year. What's in it for a Junior Broker: $45,000 base salary with uncapped commission 15-week paid training and mentoring program Syndication program to build passive income Health, Dental, and Vision coverage to best fit your needs, including a plan that takes $0 out of your paycheck Experience working for an industry-leading company with offices across the country What you'll be doing as a Junior Broker: Make calls to establish relationships and build your book of business from the ground up Sell and close new and existing customers on business financing Be honest and proactive in all your communications - internally and externally Learn what financial products will fit clients best and be a proactive advisor What you need as a Junior Broker: College degree is preferred, but not required Available to work full-time in-office, experiencing our award-winning culture The determination to work harder than anyone you know Strong negotiation skills with the ability to handle conflict professionally Entrepreneurial mindset with a passion for great customer service The ability to work with the latest technologies $45,000 ‐ $50,000$45,000 ‐ $50,000$45,000 ‐ $50,000

Senior ALM Analyst (Asset Liability Management) Openings: 1 Duration: Direct Hire Hybrid - Primarily remote (1-2 times per month in office) Requirements: 5 yrs experience in accounting finance or related field. Financial institution is preferred. Expert level Excel skills required. Bachelor Degree in Accounting or Finance. Plusses: Master's Degree, Chartered Financial Analyst (CFA) or Financial Risk Manager (FRM) is strong preferred. Job Description: An employer is seeking Senior ALM Analyst for a direct hire opportunity in Dayton, OH. The Senior ALM Analyst will use complex models to measure the business' interest rate and liquidity risk positions. This position helps ensure the earnings, interest rate, and liquidity risk remain within established risk appetite and targets. Conduct analysis and report production of monthly ALM Model results, including net interest income (NII) and net economic value (NEV) scenario analysis and stress testing. Produce risk attribution analysis to better understand the drivers of interest rate risk on the balance sheet. Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed. Reports gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated. (30%) Produce accurate liquidity forecasts in conjunction with the ALM model, to understand the sources, uses and sensitivities of funding, and identify any potential stresses. (30%) Conduct analysis on key ALM model assumptions and inputs. Recommend model enhancements and reporting improvements, where appropriate. (20%) Document and maintain proper procedures on assigned responsibilities to ensure proper controls on quality and integrity of analyses. (15%) Other task, duties, or projects as assigned. (5%)

Dermatologists of Central States (DOCS) is one of the largest and most established dermatology practices in the nation. With more than 186 providers within 80+ locations in 7 states, we have been serving patients for over 40 years. At DOCS, we strive to put the patient first with an emphasis on medical, surgical, and cosmetic dermatology. We provide easy access to high quality dermatologic care in an environment that is consistently friendly, convenient, courteous, and caring. Summary This position plays an integral role in financial reporting and analysis, including but not limited to KPI's, budgeting, forecasting, and assistance in merger and acquisition activities. This role works collaboratively with cross functional groups including the executive team. Job Responsibilities • Support CFO and Director of FP&A in preparation, review, and distribution of monthly financial reports and annual budgets by department • Draft and distribute quarterly reconciliations of physician compensation • Assist with preparation and review of revenue, operational, and cost analytics and KPI's • Evaluate profit and cost efficiencies for various physician practices • Provide assistance with analysis of possible acquisition opportunities for CFO and CEO • Create P&L statements at the location level and develop profitability analysis • Generate cosmetic product/service pricing & contribution analysis • Develop, maintain, and distribute ad hoc reports and financial models as needed Minimum Qualifications • Bachelor's degree in accounting, Finance, or Economics • Advanced Excel and PowerPoint skills • Excellent communication skills • Strong initiative and ability to manage multiple projects • Ability to complete projects in a timely and accurate manner • Detail-oriented with strong organizational and analytical skills • Ability to work with minimal supervision in a changing environment

The Financial Analyst is responsible for supporting the financial planning and analysis process, including budgeting, forecasting, and financial performance analysis. This role will assist in preparing and analyzing financial statements, providing insights to support decision-making, and driving financial strategies across the organization. KEY RESPONSIBILITIES: Assist in the preparation of annual budgets and periodic financial forecasts. Analyze financial performance, including revenue, expenses, and profitability, to identify trends and variances. Support the preparation and review of monthly, quarterly, and annual financial statements and reports. Conduct financial analysis to provide insights into business performance and assist in decision-making. Develop and maintain financial models to support business planning and strategy. Assist with the preparation of management reports and presentations for senior leadership. Handle special financial projects and ad-hoc analysis as needed. PREFERRED EXPERIENCE AND BACKGROUND: 2+ years of relevant experience Bachelor's degree in Accounting, Finance, or related field MBA or CPA is preferred but NOT required. Strong analytical, problem-solving, and communication skills. Advanced proficiency in Microsoft Excel and financial reporting software. Excellent written and verbal communication skills. WHAT WE OFFER: Competitive salary and benefits package. Opportunities for professional growth and development. A collaborative and supportive work environment. Work-life balance initiatives to promote overall well-being.

Allworth Financial (************************** is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2022. SUMMARY The Financial Planner plays a crucial role on our Wealth Planning team, working closely with Advisors, the Sales Team, and integrated service partners (e.g., tax, estate, insurance, and investments) to produce essential financial planning deliverables. Responsibilities include collecting client data, performing data entry into financial planning software, analyzing information, and preparing initial proposals and comprehensive financial plans. This position is a behind-the-scenes contributor to the client experience, ensuring accuracy, consistency, and timeliness of all planning documents. The ideal candidate has keen attention to detail, is confident in working with financial data, and is motivated to learn and grow within the financial planning field. While some direct client interaction may be required, the main focus is on supporting Advisors in delivering high-quality financial advice. This is an Exempt, in-office position in either our Addison, TX / Lawrence, KS / Cincinnati, OH office. This position has a budgeted base salary of $95k-$110k annually and is eligible for an annual bonus based on their performance, and the company's. DUTIES AND RESPONSIBILITIES Partner with Advisors and Sales Team (30%) Collaborate with Advisors and the Sales Team to understand client objectives and gather necessary financial information. Review initial planning needs, clarify data requirements, and help organize all relevant client documents. Maintain clear communication with the team regarding case progress and any outstanding data requirements. Collaborate with Integrated Services (20%) Coordinate with Tax, Estate Planning, Insurance, and Investment teams to collect specialized input for each client's financial plan. Consolidate, summarize, and verify all information to ensure alignment with the client's goals. Track case activities and maintain accurate records in Salesforce (or similar CRM). Create and Support Financial Planning Deliverables (40%) Enter and update client data in financial planning software (e.g., eMoney, MoneyGuidePro), ensuring accuracy and consistency. Prepare initial proposals, plan summaries, and supporting documents based on the Advisor's recommendations. Collaborate with Advisors to refine and finalize comprehensive financial plans, incorporating any updates or new information. Adhere to best practices and established timelines to maintain a high standard of service quality. Client Presentation Support (10%) Organize and prepare meeting materials for Advisor-led client presentations. Participate in client meetings when necessary to provide detailed insights or gather additional data. Coordinate post-meeting follow-up activities, including updating client records and scheduling next steps. EXPERIENCE AND QUALIFICATIONS Bachelor's degree in finance, financial planning, economics, or related field (or equivalent work experience). 2-3 years of experience in financial services, with exposure to planning support, data entry, and documentation processes. Familiarity with financial planning software (e.g., eMoney, MoneyGuidePro) is highly preferred. Demonstrated interest in pursuing professional designations (e.g., CFP ) is a plus. Strong organizational skills with meticulous attention to detail and accuracy. Excellent verbal and written communication skills; enjoys collaborative teamwork. Ability to manage multiple projects in a fast-paced, dynamic environment. Proficiency in Microsoft Office (Word, Excel, PowerPoint); experience with Salesforce or similar CRM is advantageous. Must be in good compliance standing with all relevant regulations, rules, and internal policies. PHYSICAL REQUIREMENT This position requires the ability to stand or sit for prolonged periods, lift up to 15 pounds, file documents in high or low cabinets, and use telephone and computer systems for extended durations. BENEFITS We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including: Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates Dental insurance with MetLife Vision insurance with VSP Optional supplemental benefits Healthcare savings accounts with company contribution Flexible spending accounts Flexible working arrangements Generous 401K contributions Exempt associates qualify for our flexible paid time off policy. Non-Exempt associates will receive 25.5 days of paid time off annually, which includes holidays, during the first three years of employment. Option to participate in our Equity Purchase Program Future growth opportunities within the company In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture. Benefits are available to full-time associates who work more than 30 hours a week. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job. Allworth Financial participates in E-Verify. Click here for more information. California residents, click here for our privacy policy.

Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated analytical individual to join us in our Dayton firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. The Financial Professional is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program (“CDP”), your typical day may include: Developing relationships with clients (both existing and prospective) Gathering client information and using that information to build robust financial plans Helping clients prepare for their retirement Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus. YOU: Are a self-starter. Have an entrepreneurial mindset. Are a customer service champion. Are an engaging and compelling communicator and negotiator. Are a problem solver. Are a Life-long student seeking continued education and professional development. Are a critical thinker. Have prior sales experience and/or enjoy networking and seeking new clients. Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent. WE: Provide a framework to help you attain all licensing and education needed to progress through the career. Support your learning through joint work and a team environment. Provide competitive, pay-for-performance compensation, which includes commissions and benefits that are unique in our industry. Provide a roadmap for your success with our experienced team of leaders. Learn more about this exciting opportunity. Call me at ************ or email [************************** to schedule an informational interview! The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state's applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA's eligible dependents, and may be eligible for paid leave. Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential 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, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify.

GET MORE OUT OF YOUR CAREER Choose a career where changing someone else's life for the better is also life-changing for you - personally, professionally, and financially. Northwestern Mutual - West Chester is seeking a new Financial Representative to join our firm. A successful applicant will have strong interpersonal and communication skills, have a demonstrated history of personal success, would thrive in an entrepreneurial environment, value professional interdependence with a Fortune 100 company, and have a demonstrated interest in community impact and business development. We've been helping clients achieve financial security for over 166 years. We are searching for an individual to help us carry on that tradition, by joining our firm in our West Chester office. Finance background is not needed - successful advisors come from a wide range of backgrounds and experiences, and many people find their calling in financial services after working in other industries. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis 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, mentors, and products. Our financial professionals help clients reach their 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. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. You could be right for this opportunity if you have: · Professional work experience, military experience, and/or 4-year degree · Entrepreneurial ambitions · History of success · Excellent time-management skills · Desire for continuous learning · Interpersonal relationship skills · Legal authorization to work in the US without sponsorship Compensation & Benefits Top-Ranked Training Program Comprehensive Medical Coverage Retirement Package; 2 Pension Plans Group Life and Disability Income Insurance Leadership Opportunities Sponsorship of Licensing/Designations (Life/Health, Series 6, 63, 7, 65, CLU, CFP, ChFC) Personalized Mentorship from Top Advisors and Industry Leaders Expense allowance programs Uncapped income potential Culturally diverse team with award winning agency culture Why join Northwestern Mutual: #97, Fortune 100 company (2023) Forbes' Best Employers for Diversity (2018-2022) Top 10 US Independent Broker-Dealers1 #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2022) $224 billion (retail investment client assets held or managed) FORTUNE 2023 Worlds Most Admired companies

Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among Fortune 500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.

Allworth Financial (************************** is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2022. SUMMARY The Financial Planner plays a crucial role on our Wealth Planning team, working closely with Advisors, the Sales Team, and integrated service partners (e.g., tax, estate, insurance, and investments) to produce essential financial planning deliverables. Responsibilities include collecting client data, performing data entry into financial planning software, analyzing information, and preparing initial proposals and comprehensive financial plans. This position is a behind-the-scenes contributor to the client experience, ensuring accuracy, consistency, and timeliness of all planning documents. The ideal candidate has keen attention to detail, is confident in working with financial data, and is motivated to learn and grow within the financial planning field. While some direct client interaction may be required, the main focus is on supporting Advisors in delivering high-quality financial advice. This is an Exempt, in-office position in either our Addison, TX / Lawrence, KS / Cincinnati, OH office. This position has a budgeted base salary of $95k-$110k annually and is eligible for an annual bonus based on their performance, and the company's. DUTIES AND RESPONSIBILITIES Partner with Advisors and Sales Team (30%) Collaborate with Advisors and the Sales Team to understand client objectives and gather necessary financial information. Review initial planning needs, clarify data requirements, and help organize all relevant client documents. Maintain clear communication with the team regarding case progress and any outstanding data requirements. Collaborate with Integrated Services (20%) Coordinate with Tax, Estate Planning, Insurance, and Investment teams to collect specialized input for each client's financial plan. Consolidate, summarize, and verify all information to ensure alignment with the client's goals. Track case activities and maintain accurate records in Salesforce (or similar CRM). Create and Support Financial Planning Deliverables (40%) Enter and update client data in financial planning software (e.g., eMoney, MoneyGuidePro), ensuring accuracy and consistency. Prepare initial proposals, plan summaries, and supporting documents based on the Advisor's recommendations. Collaborate with Advisors to refine and finalize comprehensive financial plans, incorporating any updates or new information. Adhere to best practices and established timelines to maintain a high standard of service quality. Client Presentation Support (10%) Organize and prepare meeting materials for Advisor-led client presentations. Participate in client meetings when necessary to provide detailed insights or gather additional data. Coordinate post-meeting follow-up activities, including updating client records and scheduling next steps. EXPERIENCE AND QUALIFICATIONS Bachelor's degree in finance, financial planning, economics, or related field (or equivalent work experience). 2-3 years of experience in financial services, with exposure to planning support, data entry, and documentation processes. Familiarity with financial planning software (e.g., eMoney, MoneyGuidePro) is highly preferred. Demonstrated interest in pursuing professional designations (e.g., CFP ) is a plus. Strong organizational skills with meticulous attention to detail and accuracy. Excellent verbal and written communication skills; enjoys collaborative teamwork. Ability to manage multiple projects in a fast-paced, dynamic environment. Proficiency in Microsoft Office (Word, Excel, PowerPoint); experience with Salesforce or similar CRM is advantageous. Must be in good compliance standing with all relevant regulations, rules, and internal policies. PHYSICAL REQUIREMENT This position requires the ability to stand or sit for prolonged periods, lift up to 15 pounds, file documents in high or low cabinets, and use telephone and computer systems for extended durations. BENEFITS We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including: Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates Dental insurance with MetLife Vision insurance with VSP Optional supplemental benefits Healthcare savings accounts with company contribution Flexible spending accounts Flexible working arrangements Generous 401K contributions Exempt associates qualify for our flexible paid time off policy. Non-Exempt associates will receive 25.5 days of paid time off annually, which includes holidays, during the first three years of employment. Option to participate in our Equity Purchase Program Future growth opportunities within the company In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture. Benefits are available to full-time associates who work more than 30 hours a week. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job. Allworth Financial participates in E-Verify. Click here for more information. California residents, click here for our privacy policy.

Prudential Advisors is looking for an experienced financial professional in the Harrison area that is interested in working with Prudential existing clients base. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions. This position will offer: The ability to service existing clients The ability to build a strong client base with Prudential's exceptional referral programs The opportunity to create client solutions without proprietary products sells requirements Compensation that is 100% benefitable regardless of the product or company you sell The look and feel of an independent advisor with the benefits of being an employee. 3 retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan. Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience If you are interested to learn more call me at ************ or email me at ************************** or if you know someone feel free to forward my message to them. Thank you

Cincinnati, OH GET MORE OUT OF YOUR CAREER Choose a career where changing someone else's life for the better is also life-changing for you - personally, professionally, and financially. Northwestern Mutual - Cincinnati is seeking a new Financial Representative to join our firm. A successful applicant will have strong interpersonal and communication skills, have a demonstrated history of personal success, would thrive in an entrepreneurial environment, value professional interdependence with a world-class company, and have a demonstrated interest in community impact and business development. We've been helping clients achieve financial security for nearly 160 years. We are searching for an individual to help us carry on that tradition, by joining our firm in our Cincinnati office. Finance background is not needed - successful advisors come from a wide range of backgrounds and experiences. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis Financial Representatives at Northwestern Mutual helps their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Our financial professionals help clients reach their 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. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Many people (50 percent) find their calling in financial services after working in other industries. You could be right for this opportunity if you have: • Professional work experience or 4-year degree • Entrepreneurial ambitions • History of success • Excellent time-management skills • Desire for continuous learning • Interpersonal relationship skills • Legal authorization to work in the US without sponsorship FINANCIAL ADVISOR We are seeking people with a background in teaching, coaching, real estate, communication, marketing, mortgage lending, public relations, car sales, hospitality, training, management, accounting, business owners, sales, or technology. Compensation & Benefits This position offers a performance-based compensation plan. The candidate will need to obtain their life and health certification before training begins and their investment licenses by the end of their first contract year with the organization. Northwestern Mutual provides training and reimburses costs associated with the certifications. • Commission structure to support early development • Unlimited earning potential • Renewable income • Mentorship and professional development training throughout your entire career • Support for insurance licensing, SIE, Series 6 & Series 63 or Series 7 & Series 66 • Retirement Package and Pension Plan • Parental leave • Flexible schedule • Health savings account • The opportunity to design your roadmap to leadership and specialized roles • Medical, Dental, Vision, Life Insurance and Disability Income Insurance Income Growth Opportunity: This position offers a performance-based compensation plan. The candidate will need to obtain their life and health certification before training begins and their investment licenses by the end of their first contract year with the organization. This career is primarily commission based and includes stipends and bonuses. It allows you to control what you would want to earn at any given time in your career. To give you an idea, our financial professionals are making on average: Average vs Top 25% Year 1 | $75,813- $106,000 Year 3 | $103,000 - $202,000 Year 5 | $139,000 - $289,000 Year 10 | $332,066 - $490,000 Year 15 | $341,000 - $790,000 Why join Northwestern Mutual: • #90, Fortune 100 company (2022) • Forbes' Best Employers for Diversity (2018-2022) • Top 10 US Independent Broker-Dealers1 • #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2022) • $224 billion3 (retail investment client assets held or managed) • FORTUNE 2023 Worlds Most Admired companies 1 Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and InvestmentNews, April 2022. To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com Combined client assets of NMIS and NMWMC as of June 30, 2021 Job Type: Full-time Salary: $75,813- $139,000 per year Benefits: • Dental insurance • Flexible schedule • Flexible spending account • Health insurance • Health savings account • Life insurance • Parental leave • Professional development assistance • Retirement plan • Vision insurance Schedule: • Monday to Friday • Flexible schedule • Hybrid schedule Supplemental pay types: • Bonus pay • Commission pay Ability to commute/relocate: • Cincinnati, OH 45209: Reliably commute or planning to relocate before starting work (Required) Work Location: Hybrid remote in Cincinnati, OH 45209

Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among Fortune 500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.