Finance Planner Jobs in Scottsdale, AZ

OUR COMPANY Dinan & Company LLC, founded in 1988, is the nation's leading acquisition search firm dedicated to buyer interests. We are uniquely qualified in generating proprietary deal flow to assist financial and strategic buyers in their merger and acquisition efforts. It is this unique perspective and focused commitment that sets us apart from other investment banks. At Dinan & Company, we develop opportunities that are not part of a competitive auction process, allowing our clients to negotiate exclusively and conclude transactions at below market multiples. We have successfully completed transactions with many of the most prominent private equity and strategic acquirers. For additional background information, please visit our website at ******************** THE OPPORTUNITY If you have a Bachelor's degree, at least one year of work experience, and are looking to gain additional business skills, then our Associate Program is for you. Successful candidates will possess: Exceptional Communication Skills Excellent Phone Proficiency Self Starting Ability Background in Financial Services/Sales a plus As part of our deal team, Associates will get direct experience in the buy-side M&A process. Primary duties consist of heavy telephone solicitation/sourcing and origination activities for leading private equity firms and strategic acquirers. We offer a competitive base salary plus bonus potential, a benefits package and a comfortable working environment.

Thompson Wealth Management is actively seeking a dedicated and passionate Wealth Advisor to join our team in Scottsdale, Arizona. In this role, you'll have the opportunity to build your own client base with the support of our extensive lead generation efforts. We handle your calendar with qualified appointments-no cold calling required. You'll also benefit from top-tier training and mentorship from industry professional Neal Thompson, equipping you to provide exceptional financial guidance to clients navigating life's complexities. Position Expectations: In this role, you will be responsible for creating and maintaining new client relationships, as well as providing top tier advisory services. You will take initial consultations that we provide for you and use every opportunity to partner with those prospective clients. Responsible for giving them the resources and education they need to build a stronger financial future. Client Transition: Advisors will be transitioned $25M+ in AUM within the first 2 to 4 months. Marketing & Lead Generation: TWM handles all marketing, lead generation, and pre-meeting data gathering. Prospective client appointments are automatically added to the advisor's calendar. While advisors are encouraged to prospect and network, it's not a requirement. We believe our marketing allows a self-motivated, growth-minded advisor to bring on $20M+ in new AUM each year. Client Service Team: Full support with paperwork and client onboarding. Real Team Approach: Work in a collaborative environment that fosters growth. Mentorship: Work closely with our CEO for guidance and training. Essential Job Functions: Independently provide excellent client service while effectively collaborating with the team. Lead and present our Proven Process confidently in consultations with prospective clients and produce retirement projection reports & investment reports. Build Financial Plans utilizing eMoney and other financial software Promote firm-established investment models and strategies that are suitable for each client's needs. Provide recommendation strategies in a clear, supporting, and helpful manner to help clients achieve their short and long-term goals. Service and actively source opportunities from existing client base. Implement a structured communication strategy with clients and prospects, ensuring engagement at least once every quarter. Become expert in Federal Benefits and stay-up-to-date on changes/adjustments. Demonstrate active listening skills and communicate relatable experiences during client interactions. Actively source opportunities from existing client bases and develop a plan for expanding the COI network. Stay abreast of financial planning news and lead by example in technology adoption and financial planning mastery. Develop quarterly Key Performance Indicators (KPI's). Adhere to all company and industry supervisory guidelines and policies. Participate in internal meetings. Attend firm client events. Position Requirements: Full-time in office position Bachelor's Degree or 3+ years of investment advisory experience. One or more of the following designations: CFP, CFA, EA, MBA, CPWA, CIMA, JD. Maintain all active designations and complete Continuing Education in a timely manner. Active FINRA Series 7 and 66 OR Series 65. Clean U-4 and U-5 history Proficient in CRM and Financial Planning software (eMoney, MoneyGuide, RightCapital, Holistiplan) and ability to stay current on new tools available Genuine interest in serving and caring for others. Excellent organizational and time management skills Ability to be present and on time for client meetings Self-motivation and a desire for growth Ability to take direction and a desire to support all team members Compensation and Benefits 401k Retirement Plan Medical Coverage Plans Paid Time Off Professional Development Assistance This position has significant income growth potential and bonuses

Heck Capital is in the process of establishing an office in Scottsdale Arizona and is seeking a qualified Wealth Advisor at the Senior Associate or Director level who will play a key role in our expansion. Heck Capital will develop the office around this position and others. Heck Capital Advisors, LLC is an independent investment advisory firm with a strong foundation. We have been serving individual and institutional clients with comprehensive investment services from the heart of Wisconsin, where Robert Heck first began the family's investment legacy in the 1950's. Heck Capital's managers and advisors offer small-town values and an exceptional work ethic with competitive investment services for our clients. Client referrals are a testament to our work and have allowed us to cultivate a national reach with over $10 billion of assets under management, consultation, and advisement. High level client service and exceptional work ethic has helped build client relationships in 40 states. JOB CHARACTERISTICS Job Level: Senior Associate or Director, depending on experience Type of Position: Full Time Exempt Anticipated Start Date: 2025 OUR IDEAL CANDIDATE You are an experienced advisor with greater than $25 million in portable advisory AUM Have an active FINRA Series 65 or 66 license Certified Financial Planner (CFP ) or CFA designation (preferred) Desire to work in a fee-only advisory environment Enjoy working in a collaborative environment that provides in-house investment advisory and planning services Demonstrate the highest ethical and professional standards ESSENTIAL JOB FUNCTIONS The Wealth Advisor is an integral part of the Wealth Advisory team. The team is responsible for providing financial guidance to families, individuals, and institutions regarding their portfolios and investment strategies. We are seeking a candidate that is highly motivated, has a positive attitude, willing to work in a fast-paced environment, and willing to grow and take on new tasks and assignments. Identify and pursue opportunities to grow the client base through networking, referrals, and business development activities. Develop personalized financial plans tailored to the unique goals and risk tolerance of clients Stay informed on industry trends, financial products, and economic conditions to provide clients with up-to-date insights Collaborate with internal teams to enhance service and ensure client needs are met efficiently and effectively Conduct portfolio reviews and make recommendations on the markets to optimize performance in line with client objectives Monitor and manage clients' investment portfolios to ensure alignment with their goals and market conditions Ensure compliance with all regulatory and ethical standards when providing financial advice to clients REQUIREMENTS Bachelor's degree in finance, economics, or related field. Series 65 examination is required Advanced designations, or ability to work toward these designations, such as CFA, CIMA, CIPM preferred. Knowledge/familiarity with markets and investments. Ensures confidentiality with respect to all information pertaining to clients and potential clients. Excellent oral, written, and interpersonal communication skills Computer skills: Microsoft Office (especially Excel), Adobe suite of products and the ability to learn and adapt to changes in technology. Posses a commitment to professionalism, honesty, and strong work ethic. BENEFITS Enjoy peace of mind with comprehensive insurance coverage, including health, dental, vision, short-term and long-term disability. Embrace work-life harmony with generous leave and holiday benefits, including sick leave and paid holidays/vacations. Secure your future with a matching 401K retirement plan and a Health Savings Account (HSA), ensuring financial stability and proactive health management. Enjoy sponsored certifications, health memberships, and a cell phone subsidy to enhance your well-being and job satisfaction. HOW TO APPLY Send Resume and Cover Letter to: Heck Capital Advisors Email: *************************** (Attn: Scottsdale Investment Advisor) PO Box 738 Rhinelander, WI 54501

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

Are you ready to take your financial advisory career to the next level with a dynamic, forward-thinking team? At Bayntree Wealth Advisors in Scottsdale, AZ we're looking for a passionate, self-driven Financial Advisor who thrives on building long-term client relationships and delivering exceptional service. If you're eager to provide financial planning guidance without the pressure of finding new clients, this could be the perfect fit for you! What You'll Do: In this role, you'll primarily focus on working one-on-one with our existing clients, developing deep relationships and helping them achieve their financial goals. From customized financial planning to providing advice on investments, insurance, and retirement, you'll be the trusted advisor clients rely on. You'll also be responsible for calling on leads and nurturing prospects in the sales funnel, ensuring a smooth transition from potential client to long-term partnership. Best of all, you'll take on established client relationships upon completing training, with additional clients added to your portfolio over time. Key Traits We're Looking For: Strong initiative and self-motivation Positive and client-first attitude Ability to nurture and maintain strong client relationships Team-oriented with a collaborative mindset Qualifications: 3+ years of experience in financial services Series 65 and Life and Health licenses required Excellent verbal and written communication skills Experience with Salesforce is a plus CERTIFIED FINANCIAL PLANNER™ designation preferred Your Responsibilities: Prepare and present tailored financial plans Assist the lead Advisors with meeting individual and team goals Offer financial planning expertise across investment, insurance, and retirement Build and maintain lasting client relationships Call on leads and manage the prospect pipeline What We Offer: Generous Time Off: We believe in rewarding hard work with time to recharge. Enjoy plenty of paid time off. Flexibility and balance are key to thriving in today's fast-paced world Comprehensive Retirement Plan: Traditional and Roth 401(k)s with up to a 4% company match, plus guidance on contributing to IRAs. We know financial planning inside and out! Health & Wellness: Access to UnitedHealthCare group health insurance, along with dental and life insurance. Team Perks: Monthly free lunches, unlimited Nespresso coffee, tea, and more! Giving Back: We support local charities, both financially and through volunteer time. Paid volunteer days let you make a difference in the community. Career Growth: We cover the costs of obtaining additional licenses and certifications, such as your CFP designation or CPA license. Fun Team Culture: From team events to our annual holiday party, we believe in working hard and celebrating our success together. If you're excited about joining a fast-growing team where your work truly makes an impact, we'd love to hear from you! Apply now to become part of the Bayntree Wealth Advisors family in Scottsdale.

Putting client needs first is deeply rooted in the Juniper Wealth Management culture and at the core of everything we do. If you're a financial advisor who is looking to build your career with an independent RIA firm committed to your success, we have an opportunity for you! We invest in marketing, training, and operational processes that can help you grow with us. This is an opportunity for someone who is dedicated to serving clients, has a desire to be a part of a growing team, and wants to contribute to an amazing firm culture. If this sounds like you, let's talk. GENERAL SUMMARY OF DUTIES AND RESPONSIBILITIES The Producing Advisor will deliver exceptional customer service by performing various industry specific tasks related to assisting individuals with their investment strategies by assessing prospective and current clients' financial situations and making recommendations working with lead advisor Jeff Juniper. This position will interact heavily in person, on the phone, and through written communication; maintaining a strong, client first relationship is expected. The Producing Advisor must have a deep understanding of investment markets, strategies, and legislation to develop comprehensive financial plans maximizing client profitability. The position requires employee to deliver 1:1, small group, and large group trainings as well as presentations to peers and clients. PRIMARY JOB DUTIES 1. Follow the JWM new business process to guide prospective clients through the process 2. Collect and analyze information regarding the client's income, risk tolerance, assets, investments, or debts 3. Determine which financial products best meet the client's needs and financial circumstances 4. Advise the client regarding advantages, benefits, and disadvantages of different financial products including income planning, taxes, healthcare, estate planning, and investments 5. Market, service, and promote Juniper Wealth Management's suite of financial products 6. Research financial products and partner with the sales team to discuss advantages and disadvantages of various financial service products 7. Work Evening Dinner Seminars, Digital Leads, Purchased Annuity Leads SECONDARY JOB DUTIES Have excellent communication skills (Writing, White Board Presentations, Speaking) Prepare, present, and implement customized financial plans to new prospects and existing clients working closely with Jeff Juniper Develop, manage, and retain professional industry related vendor relationships Proactively work with operations team, clients, and carriers to resolve issues Meet individual annual production goals while contributing to overall annual firm production goals Complete, process, and deliver client/firm paperwork, as needed Record notes from every client conversation in Redtail Customer Relationship Management (CRM) database, alert office manager or Jeff Juniper should issues arise Operate with a proactive approach to client related tasks and communications Support Client Service Managers in completing and processing client service requests; respond to client inquiries within 24 hours of receipt Train and assist clients with using JWM Client Portal Perform tasks with specialized attention to sensitive and/or confidential content Maintain adherence to all compliance related guidelines Stay up to date on industry related trends and legislation impacting financial planning Maintain required licensure in good standing SKILLS, KNOWLEDGE AND ABILITIES Ability to prioritize and manage time Attention to detail and accuracy Consistent follow-through Process driven Excellent communication skills, both written and oral Uses discretion, exercises good judgement, and maintains confidentiality of sensitive information Demonstrates persistence to achieve high quality Strong appreciation for the importance of completing tasks on deadline Strong phone and presentation skills Command of the English language and grammar Experience working in a fast-paced environment Advanced knowledge of computers and G-suite Ability to multi-task PERSONAL SKILLS Be a happy person Always do what is in the clients best interest Desire to build relationships with people Pleasant disposition Confident communicator Self-starter Customer service oriented Desire to work as part of a team Strong work ethic MINIMUM REQUIREMENTS Series 65 or equivalent licensing, required Insurance licensing, required 1-3 years experience as licensed financial advisor, preferred BA/BS degree, preferred COMPENSATION & BENEFITS Job Type: Full-time Salary: $50-250K+ per year Benefits: 401(k) Dental insurance Health insurance Vision insurance Compensation package: 6-month probationary period with paid draw Commission & AUM Fee Split after 6 months Weekly schedule: Monday to Friday Work setting: In-person Office Events Job Type: Full-time Pay: $50,000.00 - $250,000.00 per year Benefits: 401(k) Dental insurance Health insurance Vision insurance Supplemental Pay: Commission pay Work Location: In person

Job description | Financial Professional | Phoenix & Scottsdale, Arizona Prudential Financial in Phoenix & Scottsdale (Hybrid role) Explore a career as a FINANCIAL PROFESSIONAL! 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 our Arizona 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. To learn more about this outstanding opportunity, please call me at ************ or email *************************** to schedule an 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.

Are you looking to expand your career and be part of a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, we would like to talk to you! Strategy Financial Group in Phoenix, AZ is seeking to add a Financial Advisor to the Team! The Financial Advisor will have the opportunity to meet one-on-one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars - including introducing the main Advisor. Key Traits: Strong initiative Positive attitude Ability to market to local clients Persistence An entrepreneurial perspective to build client base Persuasive ability Minimum Requirements: College degree preferred 3+ years of financial services experience with an emphasis on sales Life and Health Licensed; Series 65 Strong organizational, prioritization, interpersonal, and management skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point) Experience with Redtail/CRM preferred, but not required Responsibilities: Prepare, present, and implement customized financial plans Assist clients with annuities, life, long-term care, and managing money Provide financial planning advice to include investment, insurance, and retirement Develop, manage, and retain strong client relationships Assist the main Advisor with meeting individual and team goals Hours M-F: 9 am - 5 pm Seminars 3 per month Salary: TBD Benefits: Health Insurance 401(k) PTO Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm but together have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

What we do is not just a job - it is a passion. Renaissance Financial is a comprehensive financial strategies firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our Mission: Using creative business and personal planning, we help our clients achieve financial freedom… one relationship at a time. We feel that our true team approach and entrepreneurial atmosphere sets us apart from other firms in our industry. This approach can give you an advantage as you build your practice and provides your clients with supportive specialists that work to help others pursue financial freedom. We support equal opportunity. We celebrate diversity and are committed to creating an inclusive environment for all. Licenses & Registrations Required Life & Health Insurance FINRA SIE FINRA Series 7 FINRA Series 66 *Required registrations and licenses to be completed upon offer acceptance Becoming a financial advisor with Renaissance Financial is an opportunity to be in control of your career and your life while helping others achieve their financial goals. We provide a flexible schedule, foster a healthy work/life balance, and offer a thorough training and development program that supports quick progression and growth. Advisors engage in professional development and training led by and inspired by senior partners within the firm. Our comprehensive team approach sets you on a unique track towards a rewarding and lucrative career. We are committed to providing an accessible work environment. If you need accommodations during the application or employment process, please let us know. Primary Responsibilities Identify and cultivate a client base by building rapport and fostering long-term sustainable relationships Implement target marketing strategies to engage your ideal prospective clients to capitalize on referrals Design and execute innovative and customized financial strategies for clients in efforts to help them meet their financial goals and needs Manage resources to run your own productive practice while utilizing the experience of specialists within the firm Essential Characteristics Strong verbal and written communication skills to effectively convey information and build trust Capacity to assess client needs and financial situations to design effective strategies Ability to address and resolve complex financial issues with tailored solutions Skills in implementing marketing strategies to attract and engage ideal clients Dedication to fostering long-term relationships Capable to update strategies based on market conditions Building and maintaining client trust through honesty and reliability Benefits Renaissance Financial contributes toward your medical premiums

Be in Business for Yourself, not By Yourself Enjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the support of local leaders and colleagues, professional training and systems to help you be successful. Job Description Thrivent is a different kind of financial services provider. We believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. We're hiring entrepreneurial people to grow with us. If you have a heart for service and a passion for helping others reach their financial goals, we'd like to connect with you. As a Thrivent financial advisor, you'll: Provide one-on-one financial guidance and connect clients to Thrivent products, services and unique membership benefits. Build genuine, long-term relationships based on shared values and goals. Complete a comprehensive training program with up to 16 weeks of paid training and have ongoing support and career development resources. Obtain state insurance licenses (life, health & variable contracts) and Series 7 and 66; Series 7, 65 and 63; or Series 6 and 63 registrations. Have the flexibility to control your schedule, allowing for work-life balance. Desired Characteristics Our culture and our people are special. We're looking for people who are-or want to become-part of the communities where our clients live, work and worship. Whether you're a seasoned financial professional, just entering the workforce or looking for a career change, you could be a successful Thrivent financial advisor if you're: Self-motivated, independent and driven to succeed. Motivated by helping others. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Requirements Attainment of FINRA SIE within 90 days of hire/transfer (licensed role only). Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through commission and incentive pay structures. Medical, dental, vision, disability and accidental death and dismemberment insurance. Unique perks like pension, 401(k) and retiree medical plans. Ongoing access to training and opportunity for professional growth. Membership programs and award-winning workshops that help you connect with your clients and engage others to make a real impact in your community. Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you're intrigued about our work and the possibility of becoming part of it, we invite you to visit Thriventfinancial.com/advisorcareers to learn more. You won't just build a career; you'll be part of an organization focused on growing, innovating, and serving. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. With $265.0 billion in assets and $28.1 billion in revenues, we offer insurance, investments, and wealth management services to over 4.5 million clients nationwide. Our commitment to diversity and growth makes us a leader in shaping the future of financial security. Role Description This is a full-time on-site Financial Advisor (Training Provided) role located in Phoenix, AZ at Northwestern Mutual. The Financial Advisor will provide personalized financial planning, retirement planning, investment advisory services, and financial solutions to clients to help them achieve their financial goals. Qualifications Financial Planning and Finance skills Retirement Planning expertise Investments and Financial Advisory knowledge Strong analytical and problem-solving skills Excellent communication and interpersonal abilities Bachelor's degree in Finance, Business, Economics, or related field Certification such as CFP, CFA, or Series 7, 63, and 65 is a plus

Role: Priority Financial Group is seeking a high-quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale of Investment, Insurance, and Estate Planning products and services. Knowledge and Skills: Excellent organizational and time management skills. Ability to work independently and consistently with minimal or no direction and proactively demonstrates initiative. Excellent interpersonal/communication skills. Pays close attention to detail with a high degree of accuracy. Excellent grammar skills to initiate, interpret, and compose documents. Basic math skills. Maintains high level of confidentiality. Excellent decision-making/problem solving skills relating to highly diversified, complex financial planning issues. Utilizes computer, general office equipment adeptly. Essential Duties and Responsibilities: Leverage fee-based financial planning tools to help clients reach their personal, education, business, retirement, and estate planning goals. Conduct Investment, Insurance, and Estate Planning sales with assigned Members. Provide Financial Education services to Credit Union Members. Achieve activity and sales goals as agreed upon. Conduct prospective client interview, implement the client's financial plan, and provide servicing appointments with commitment to client satisfaction. Perform pro-active prospecting activities to Credit Union members and also outside of the credit union in order to introduce new member relationships. Maintain and document, via Salesforce, regular client annual review meetings to enhance client relationships and to identify additional sales opportunities i.e.: Insurance, Estate Planning, and Financial Planning. Utilize all technology and fact-finding profile forms as required for compliance review including Salesforce. Perform all related job duties and office operations in accordance to established Credit Union and broker dealer policies and procedures. Follow credit union policies for compliance with all laws and regulations, specifically, but not limited to, the Bank Secrecy Act, Security Policies and Confidentiality Policies. Adhere to company policy and procedure, complete annual compliance training, comply with business continuity and vendor management policy. These are crucial to the success of the organization and have regulatory compliance and/or safety and soundness for the sustainability of the credit union. Benefits • Full Benefits • Office Space • Marketing Provided by Financial Institution • Fees Covered • Started Book (Amount will be discussed on initial outreach call with recruiter) Qualifications • Bachelor's Degree (BS) from four-year College or University: or associate degree (AAS) from two-year College or equivalent job experience. • 2+ years of financial industry experience in related financial planning/sales field, or equivalent combination of education. • Possess FINRA and State Insurance licensing certifications (Series 7, Series 65 or 66, and Life and Health Insurance). • Certified Financial Planner designation preferred. Credentials recommended. • Possess a clean credit and U-4 CRD history. Knowledge and Skills • Strong understanding of the investment industry • Excellent interpersonal and listening skills The income range is dependent on a number of factors, including the applicant's skill, experience, and work location. The posted salary range is subject to increase based on annual commissions. We believe in rewarding exceptional performance, and our commission structure is designed to provide you with the opportunity to substantially boost your earnings. Equal Opportunity Employer: Priority Financial Group is an equal opportunity employer and values diversity in the workplace. We encourage individuals from all backgrounds to apply. Thank you for considering Priority Financial Group as your next career destination. We look forward to reviewing your application!

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

The Guardian Network is expanding our team and looking for a motivated individual to join us as a Financial Representative. The position offers unlimited growth potential in the financial services industry. As a Financial Representative you will work to help individuals and businesses within your community access financial products and services they need to protect their financial futures. You can make an impact on those around you, and over time, become well compensated. We believe that providing the best for clients requires us to support Financial Representatives with resources, training and an experienced team to collaborate with and assist you in taking your career to the next level. We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. Other firms may only focus on the short term; we like to look at planning from a holistic perspective. We invest in your success. What you'll be doing Work with clients to understand their goals, concerns and current financial information. Analyze information to create a plan with appropriate strategies, products and services. Provide clients with information related to financial products and services on an ongoing basis. Develop and maintain a base of clients who value your input and guidance. Work with clients to keep their financial plans current and aligned with their goals. Requirements Must be a US citizen or permanent resident A four‐year college degree Preferred Qualities Self‐motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding Desire to help others achieve financial success through planning and protection Driven to win and seeking a high-income potential opportunity An interest in building markets through connections and experiences to cultivate long term relationships About Guardian A mutual insurer founded in 1860, The Guardian Life Insurance Company of America (Guardian) and its subsidiaries are committed to protecting individuals, business owners and their employees with life, disability income and dental insurance products, and offer funding vehicles for 401(k) plans, annuities and other financial products. Guardian operates one of the largest dental networks in the United States and protects more than eight million employees and their families at over 115,000 companies. The company has approximately 5,000 employees in the United States and a network of over 3,200 financial representatives in more than 80 agencies nationwide. For more information about Guardian, please visit ********************* About Park Avenue Securities LLC Choosing to succeed is an easy decision. Making it happen is a different story. Park Avenue Securities makes your job easier - when your job is getting new business, our job is helping you keep it. With Park Avenue Securities, you're able to offer your clients more financial options than ever before, giving you the unique opportunity of going after new business from your current relationships. You're also in a prime position to enter new markets you hadn't before considered. As the retail broker-dealer and investment advisory arm of Guardian, Park Avenue Securities provides you with the means to move your clients and your business forward. There's never been a better time to take the avenue towards your success.

We are seeking a detail-oriented and strategic FP&A Analyst/Manager to join our finance team at a leading hotel management company. This role will be responsible for financial planning, budgeting, forecasting, and performance analysis across a portfolio of full-service and premium-branded hotels. The ideal candidate will work closely with senior leadership, property general managers, and ownership groups to enhance financial performance, maximize profitability, and support strategic growth initiatives. Key Responsibilities: Develop and manage financial models, forecasts, and budgets for individual hotel properties and corporate operations. Analyze key performance indicators (RevPAR, ADR, GOP, EBITDA, occupancy trends, and flow-through efficiency) to identify opportunities for revenue optimization and cost control. Conduct variance analysis to compare actual performance against budgets and forecasts, identifying risks and growth potential. Collaborate with hotel general managers, revenue management teams, and corporate leadership to improve financial performance while maintaining guest satisfaction and brand standards. Assist in evaluating the financial feasibility of capital expenditures, renovations, and expansion opportunities for upper-upscale properties. Prepare and present financial reports to senior leadership, ownership groups, and investors, providing actionable insights for strategic decision-making. Monitor market trends and competitor benchmarks to inform pricing, revenue management, and operational strategies. Drive process improvements and automation in financial reporting, budgeting, and data analysis to enhance efficiency. Qualifications & Skills: Bachelor's degree in Finance, Accounting, Economics, or a related field. Experience in FP&A, hotel finance, or corporate finance, preferably in the upper-upscale hospitality sector. Strong understanding of hotel financial statements, STR reports, and brand-specific reporting standards. Proficiency in financial software and hotel management systems (Excel, Profitsword BI, Opera, M3, Silverware, ADP, Birchstreet). Excellent communication and presentation skills, with the ability to work across finance, operations, and executive teams. Highly analytical, detail-oriented, and experienced in multi-property financial planning for full-service and premium-branded hotels.

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 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

The Financial Planner Opportunity We're looking for dedicated people with an agile and proactive mindset who want to help clients achieve their financial goals. Perhaps you are considering a career change or, if you are currently in the industry, you are seeking an opportunity to improve outcomes for yourself and clients. Becoming a financial Planner with Spence, Cassidy & Associates requires a high degree of dedication, commitment, and effort. For the right individual, combined with our support, this will be a highly rewarding career both personally and professionally. We are committed to excellence. At Spence, Cassidy & Associates, you build your practice on your terms - working directly with clients to develop relationships, provide comprehensive financial plans, and help them achieve financial confidence with their life-long financial goals. It's a rewarding career and we invite you to explore the opportunity we offer: Provide industry-leading training, support, and ongoing development throughout your career Support you through a team of advanced financial planning experts and a network of wealth planning,and insurance planning specialists Offer exceptional income potential, where your earnings are reflective of your efforts. Encourage independence and work-life synergy as you plan your schedule Benefits Highly Competitive Compensation Plan. Medical Insurance. Prescription Drug Insurance. Health Savings Account (HSA). Dental Insurance. Vision Insurance. Life Insurance. Disability Insurance. 401k Matching Retirement Plan. Errors & Omissions Coverage. About Us Spence, Cassidy and Associates is a Dynamic group of Highly skilled and experienced Financial Advisors providing Financial, Estate and Business planning to their clients. We Recruit, Train, and Develop hard working, ethical individuals in the Financial Industry. Our company culture allows you to build a business for yourself but not by yourself and our team's expertise is here to support you as needed. Opportunity awaits; join our team of Dynamic Financial Advisors!

onsemi, a large, multinational supplier of energy-efficient products, is seeking a self-driven and motivated professional to join the Corporate Finance team, located in Scottsdale, AZ. As a financial analyst for the central engineering and legal functions, you will have the opportunity work with the leadership of those functional support groups and the broader finance team to drive the strategic and operational forecasting as well as work on ongoing corporate initiatives designed at improving the effectiveness and efficiency. Working at our corporate headquarters, you will also have opportunities to engage with the finance management team and work on several key initiatives to help drive improvements within the finance function and share best-practice experiences to improve our use of rolling forecasts, Oracle EPM, and various other finance tools. Responsibilities Manage budget, forecast, and spending detail for global Central Engineering and Legal functions Manage allocation calculation on an annual basis for Central Engineering project-based spending Manage fixed asset and any capital spending on behalf of Central Engineering Participate in staff meetings with Central Engineering and Legal leadership and their staff Prepare and contribute to Quarterly Business Review (QBR) presentations for Central Engineering Prepare accounting journal entries and account reconciliations on a monthly and quarterly basis as needed Review and approve hiring plans and purchase requisitions to ensure spending remains in line with budget / forecast Qualifications Bachelor's Degree in Finance, Accounting, or related field 5+ years of experience working at a global, publicly traded company Independent working mindset with interest in learning new things and applying knowledge to solve complex problems

onsemi, a large, multinational supplier of energy-efficient products, is seeking a self-driven and motivated professional to join the Corporate Finance team, located in Scottsdale, AZ. As a financial analyst for the central engineering and legal functions, you will have the opportunity work with the leadership of those functional support groups and the broader finance team to drive the strategic and operational forecasting as well as work on ongoing corporate initiatives designed at improving the effectiveness and efficiency. Working at our corporate headquarters, you will also have opportunities to engage with the finance management team and work on several key initiatives to help drive improvements within the finance function and share best-practice experiences to improve our use of rolling forecasts, Oracle EPM, and various other finance tools. **onsemi** (Nasdaq: ON) is driving disruptive innovations to help build a better future. With a focus on automotive and industrial end-markets, the company is accelerating change in megatrends such as vehicle electrification and safety, sustainable energy grids, industrial automation, and 5G and cloud infrastructure. With a highly differentiated and innovative product portfolio, onsemi creates intelligent power and sensing technologies that solve the world's most complex challenges and leads the way in creating a safer, cleaner, and smarter world. **More details about our company benefits can be found here:** ********************************************** We are committed to sourcing, attracting, and hiring high-performance innovators, while providing all candidates a positive recruitment experience that builds our brand as a great place to work. **onsemi** is an Equal Opportunity and Affirmative Action employer. The Company maintains policies and practices that are designed to prevent discrimination or harassment against any qualified applicant or employee to the extent prohibited by federal, state and local laws and regulations. By way of example, discrimination on the basis of race (actual or perceived), ethnicity, color, religion, ancestry, national origin, citizenship, sex, age, marital status, sexual orientation, physical or mental disability, medical condition, genetic information, military or veteran status, gender identity, gender expression, or any other characteristic protected by applicable law is prohibited. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact ***************************** for assistance.