Finance Representative Jobs in Temecula, CA

Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral. More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years. With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Client Relationship Consultant you will provide exceptional client service while engaging in sales and service activities at branch locations. Open accounts, assist with processing Banker transactions, cross-sell Bank products and services, take applications for and book loans, perform account and client profile maintenance, and respond to questions regarding client accounts. You'll also present tailored solutions that meet the client's specific financial needs or refer clients to other lines of business as appropriate. Client Relationship Consultant Requirements 1 or more years of Client Relationship Consultant experience or similar experience required NMLS registration or ability to obtain required A passion for providing superior client service Ability to analyze client needs and make appropriate recommendations based on financial data Effective communication and advisory ability Our Process Complete a simple application and answer a few questions Take a quick assessment that gives us a little more insight on your work style Have a phone interview with the manager or recruiter Have an on-site interview with the manager and another key member or two of the team Get an offer if it's the right fit for you and Banner Start working after a background check and kick-off an amazing career Compensation & Benefits Targeted starting hourly range (based on experience): $19.56 - $27.39/hr Incentive potential Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life Paid vacation time, sick time and 11 company paid holidays 401k (with up to 4% match) Tuition reimbursement Get more information at: Employee Benefits | Banner Bank

Seeking investment banker who can facilitate $100m seed or series A raise for advanced military technology artificial intelligence R&D. antbrain.ai MUST HAVE EXPERIENCE AND TRACK RECORD OF LARGE SCALE R&D FUNDING FOR ZERO REVENUE DEEP TECHNOLOGY COMPANIES. PERFORMANCE BASED. The Breakthrough We've achieved something extraordinary: genuine intelligence emerging from an elegant architecture that: Experiments, learns, and solves problems in real-time Develops sentient-like behaviors naturally Requires minimal computational resources Runs on small field edge devices Why This Changes Everything Beyond Pattern Matching Not just another pattern recognition AI Develops genuine understanding through direct experimentation Shows true problem-solving emergence in real-time Behaviors mirror biological intelligence The Ant and the AI Demonstrates eerily biological-like behaviors Systematic exploration and experimentation Attempts solutions, observes results, and relentlessly tries new approaches until successful Creative problem-solving emerges naturally Not programmed - these are fundamental properties of intelligence itself Core Technology Breakthrough Meta-Learning and Real-Time Adaptation Learns how to learn through direct experience Systematic experimentation with unknown environments Develops sophisticated problem-solving strategies Masters extended time horizons Emergent Sentient Behaviors Operates with minimal sensory input (e.g., small vision networks, basic sensors) Shows genuine curiosity and experimentation Develops sophisticated search patterns Adapts strategies based on experience Demonstrates true understanding vs. pattern matching Revolutionary Efficiency Technical Achievement Thousands of parameters vs. billions in current models Runs on small edge devices vs. GPU clusters Achieves real intelligence with minimal resources Real-time learning and adaptation Architecture Innovation Novel approach to achieving genuine intelligence Elegant design that enables emergence of sentient-like behaviors First-mover advantage in new technical direction Clear path to commercialization Market Opportunity Industry Impact 100-1000x potential cost reduction in AI deployment Wide applicability across industries Immediate practical applications Solving fundamental AI challenges Commercial Applications Robotics and autonomous systems Technology licensing opportunities Government/military applications Enterprise AI solutions Leadership Founder Background Portfolio of successful businesses ($70M+ operations) $100M+ in debt raises 24+ successful real estate/business transactions Production Executive in entertainment industry 7 years and 15,000 hours of AI algorithm development Investment Opportunity Why Now Breakthrough in genuine intelligence demonstrated Clear path to commercialization First-mover advantage in new technical direction Massive market potential This is the end of an era. The era of human labor and human intelligence. There will be a select few who control AI systems, and everyone else. This is a the ultimate fight for survival, and it requires rapid development and deployment of AI systems at scale before it is too late... we don't want to be 'everyone else'.

Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $6.29 billion in assets (as of March 25, 2024) and services clients across the nation. We are headquartered in San Diego and have branch offices in California (Brea, Davis, Irvine, and Los Angeles); Seattle, WA (Mercer Island); Denver, CO; Chicago, IL and we are looking to expand in other cities. If you are a CERTIFIED FINANCIAL PLANNER™ professional (CFP ), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA ), or have at least five years of financial planning experience, please contact us about joining our team and helping us meet the demand of potential clients that want to do business with our firm. Why become an Advisor with Pure? We provide specialized support so that our Advisors can spend their time where they need to - in front of clients, managing the client relationship, and providing comprehensive financial planning advice. Below are examples of how we provide support to our Advisors: Marketing & Business Development - We generate the leads so that our Advisors don't have to invest their time on marketing efforts. This is done in various ways, including our educational classes and client events, as well as, Your Money, Your Wealth television, radio, and podcast shows. We have teams focused on marketing and business development to handle calls from numerous prospective clients - people that want to sit down with an experienced financial professional. We also set the appointments, so that the Advisor can spend the time meeting with prospective clients, gaining a better understanding of their needs and how we can help them meet their financial goals. Financial Planning - Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals that partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client's life - We take a deep and PURE dive into planning. Investment Management - Pure's trading department works with Advisors on managing the client's portfolio in a tax-optimized way - daily rebalancing, tax loss harvesting, asset location, etc. Operations and Client Services - We have client service teams to handle everything - they work with the custodians to ensure all transactions are taken care of and take the paperwork off the Advisor's “to-do” list! Unparalleled Professional Development - Advisors receive constant training on new regulations, concepts, planning ideas, etc. We are dedicated to providing growth and development to not only our Advisors but all members of our team. Requirements: Pure's financial planners generally are required to be CERTIFIED FINANCIAL PLANNER™ professionals (CFP ), Certified Public Accountants (CPA), Chartered Financial Analyst (CFA ), or to have at least five years of financial planning experience. Within one year of hire, we require that financial planners attain the Accredited Investment Fiduciary (AIF ) credential to show a commitment to the fiduciary standard. Ability to assess a prospective client's needs and their financial goals. A solid understanding of retirement planning, estate planning, tax planning, cash flow, investment and asset allocation strategies, and risk management. Effective with communication skills. Ability to deliver comprehensive financial plans to clients. Previous experience teaching classes or presenting is a plus Additional Details: Salaried position + Benefits Starting base salary: $125,000; however, salary will move to a variable compensation structure (that exceeds the base salary) if/when certain milestones are achieved. Salary may also be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and ability to bring clients subject to contractual release. Benefits package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as a generous paid time off policy. Interested? We are looking for high-quality individuals that can provide comprehensive retirement planning solutions and tax-optimized investment management strategies that will adhere to fiduciary standards and act in the best interest of our clients.

Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! BML Wealth Management in Irvine, CA is seeking to add a Financial Advisor to our Team! This Lead Advisor will have the opportunity to meet one-on-one with company leads from seminars and referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include working alongside the main Advisor, client relationship building and participation in public seminars. Tired of prospecting? Join a firm where the families come to you! NO COLD-CALLING! Minimum Requirements: Bachelor's degree preferred 3-5 years of financial service experience required Series 65 and Life and Health required Strong organizational, prioritization, interpersonal and management skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite Experience with CRM preferred This position requires you possess the following skills: Strong relationship-building and communication abilities Expertise in financial planning and strategy development Commitment to following structured processes and ensuring compliance Excellent organizational and time management skills Strong Initiative Proficiency with financial tools and CRM systems Responsibilities: Engage with warm leads provided by our marketing efforts, establishing trust and credibility Conduct financial consultations to assess client needs, goals, and objectives Develop and present customized financial plans, ensuring alignment with client priorities Follow a consistent advising process to ensure compliance, accuracy, and efficiency Maintain ongoing client relationships through regular communication and portfolio reviews Stay updated on financial products, market trends, and regulatory changes Collaborate with internal teams to enhance the overall client experience Compensation: For the first 3-6 months, the salary will be $5k-$10K per month (BOE). After that, it will be W2 commissions + advisory fees Benefits: 401k after 1 year Medical, Dental, Vision - after 90 days PTO Hours: Monday-Friday, 8:30am-5:30pm or 9am - 6pm In office days are Tuesday-Thursday, Monday and Friday are remote 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 we have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Financial Professional - Proverbs Financial & Insurance Services Are you starting to think about a change? Do you feel dissatisfied and unfulfilled with your impact in your current job? Consider becoming a part of the Guardian Network as a Financial Professional where you can help people reach their financial objectives. You'll show clients where they are today and help guide their decisions tomorrow while providing the appropriate financial tools and support. This may sound exciting and scary all at the same time. Don't worry, we don't expect you to know everything from day one. That's why you'll receive in-depth ‘training and work with industry experienced professionals until you're ready to be on your own. We're looking to grow our team with those who share our passion and values. You Possess... • A Passion for helping others and making a positive impact in your community. • An entrepreneurial spirit and desire to own a business that provides the ability to integrate your life and work - on your terms. • A lifelong learner mentality with a desire to continue growing professionally • Self-motivation, a confident personality, high integrity, and a strong desire to succeed. What you'll be doing... • Working with clients to understand their goals, concerns, and current financial information. • Analyzing information to create a strategy with appropriate products and services. • Developing and maintaining a base of clients who value your input and guidance. • Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years. What we provide... • Tools and technology to help you appropriately gather, manage, and service your clients. • Development and training-locally, virtually, and nationally-to support your educational needs. • Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients. • Mentorship and joint-work opportunities. • Superior service and support. • A competitive benefits package including Defined Benefit Plan, 401(k) with Match and Roth options, health, and dental insurance and more. • Leadership and career development opportunities including tuition reimbursement and continuing education opportunities. • The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two. Requirements • Must be a US citizen or permanent resident • A four‐year college degree • Obtain appropriate licensing Who we are... Guardian has been helping people protect their future and secure their lives for more than 160 years. Every day, we serve 29 million people by helping them and their families pursue financial confidence and well-being in life, health, and wealth. We help families find financial confidence and help people plan for retirement. We help companies take care of their employees. And we help both recover and thrive in times of unexpected loss. Please visit our website to learn more about us: ********************************* The Guardian Network is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Guardian is a registered trademark of The Guardian Life Insurance Company of America. Copyright © 2023 The Guardian Life Insurance Company of America Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, / SIPC. OSJ: 2875 Michelle Dr. #110, Irvine, CA 92606, Ph: **************. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, NY. Proverbs Financial and Insurance Services is not an affiliate or subsidiary of PAS or Guardian. 2024-180660 Exp 9/26

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)

****PERMANENT RESIDENTS/US CITIZENS ONLY**** ***CALIFORNIA APPLICANTS ONLY*** Eagle Strategies LLC, a wholly-owned subsidiary of New York Life Insurance Company, is a Registered Investment Adviser based in Newport Beach, CA. We offer a robust platform of financial solutions including financial planning, investment advisory programs, charitable investing, and brokerage services. Our Advisors can also provide risk protection products such as life insurance, long-term care insurance, and annuities. We believe in creating tailored financial strategies to help clients achieve their unique financial goals. 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 years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You'll also 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. 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 Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.4 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 people 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.

Our firm is an established, fee-only RIA located in North County, San Diego, carefully managing approximately $250 million. We take great pride in helping over 100 high-net-worth families across 30+ states successfully navigate retirement and avoid overpaying the IRS. Clients choose us for our expertise in retirement and tax planning and stay with us because of the outstanding service and high-quality advice they receive. We have built a strong reputation for excellence and are widely acknowledged for our award-winning planning team, which is committed to putting our clients' interests first. As a small, collaborative team, every role is uniquely important, and we consistently support one another to ensure nothing slips through the cracks. We are seeking a Financial Planning Associate to support our planning team and clients and contribute to our continued rapid growth. You will collaborate closely with our planning team, learning from them and engaging in several key areas such as: Data gathering and analysis Developing financial planning recommendations, researching, and resolving complex cases Responsibilities around reporting, meeting preparation, client service, plan implementation, and anything else that may help to move the business forward. You bring a strong understanding of financial concepts, a deep commitment to doing what's right, and a passion for helping people. You can work autonomously, hold yourself accountable, and have a keen eye for detail. Your resourcefulness and dedication to tasks and deadlines ensure you thrive in a fast-paced environment. You are enthusiastic about the opportunity to pick up the phone and provide clients with the industry-leading service they've come to expect. You love systems and processes and are always looking for ways to create efficiencies. Perhaps most importantly, you are wildly passionate about this profession and eager to specialize in retirement planning! Responsibilities will include: Support the planning team in their preparation of well-polished documentation and presentation materials for meetings Review and organize AI meeting notes on topics covered, changes in clients' needs, and action items Schedule action items in CRM and other databases as necessary Complete all action items utilizing firm workflows, processes, procedures Assist in financial plan development, including data entry, research, and monitoring for necessary updates Generate reports using Orion, Salesforce/Quivr, Fidelity, Holistiplan, etc. Collaborate with clients' other professionals, i.e., attorneys and CPAs, to obtain and communicate necessary information Prepare financial forecasts, cash flow projections, and goal projections Research complex situations, set client expectations, and take proactive steps to resolve inquiries Proactively monitor custodian and internal alerts dials for relevant client updates Ensure accuracy and continuity of client data across multiple platforms We are looking for a candidate who has: Bachelor's degree required, preferably in finance, financial planning, or a related field 1-3 years of progressive experience in the wealth management industry, supporting one or more financial advisors preferred Industry licenses and/or CFP designation (or expectation to obtain quickly) Familiarity with industry-specific software (eMoney, Holistiplan, Orion, Quivr) preferred Experience working with Fidelity as custodian preferred Intermediate-Advanced knowledge of Microsoft Office (Word, Excel, Outlook, PowerPoint) is required The ability to be a self-starter, critical thinker, problem-solver, and goal-oriented team player Demonstrated ability to communicate professionally (written and verbal) Excellent organizational and relationship-building abilities Proven ability to multitask, delegate, and manage a busy workload What we offer: Competitive base salary with bonus potential 401(k) with match Health insurance (medical and vision) PTO and paid holidays Ongoing career development, including training/certification/licensing reimbursement Define career track with opportunities for growth Remote work flexibility on Fridays Company provided laptop, workstation, and necessary remote work materials If you're passionate about financial planning, thrive in a collaborative environment, and want to be part of a firm committed to excellence, we'd love to hear from you!

Capstone Partners is looking for an experienced Independent Financial Advisor, who is comprehensive in nature (S7, SIE, L&H), to add to our growing firm. The ideal candidate will be entrepreneurial in spirit, team oriented, and self-disciplined in clientele acquisition. Capstone Partners Financial firm strives to deliver personalized investment solutions to help clients work toward their long-term financial goals, with risk and wealth management protection. We strive to help you build a successful financial practice by creating financial plans that are more strategic relationship centered vs product placement transaction. Life is about connecting people to their purpose, reach out: Calendly.com/Rachyll OR RTenny@capstone.financial Responsibilities Provide financial planning to building a clientele of book of business. Provide options in risk and investment portfolios to cultivate client relationships, long term. Prepare and Present financial plans Support and aid in collaboration and joint work with Sr. Advisors and New Advisors within the firm. Qualifications Bachelor's degree or higher 5+ years of industry experience, sales - customer relations. Strong understanding of the investment business with comprehensive planning Excellent interpersonal skills Entrepreneurial spirit with a drive for results - self accountability.

Financial Advisors at Northwestern Mutual help their clients through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training and development, mentorship, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Our award-winning training equips you with the knowledge, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to support your financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Northwestern Mutual Financial Representative: Build-Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends. Educate-Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options. Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs. Compensation & Benefits 1st Year Incentive Package Accelerated Commission Structure Renewable Income Formalized Bonus Program Expense Allowance Reimbursement for insurance licensing, SIE, Series 7, CFP , and more Retirement Package and Pension Plan Medical, Dental, Vision, Life Insurance and Disability Income Insurance Family Planning You could be right for this opportunity if you have: Bachelor's Degree Experience building meaningful relationships Interpersonal skills for success in client-facing roles Excellent time-management skills Desire for continuous learning Legal authorization to work in the US without sponsorship About Us For nearly 170 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the care and expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners, and proud business owners. We are committed to a diverse, inclusive, and belonging environment where everyone's different viewpoints bring new successes! Why join Northwestern Mutual: Fortune 100 company Forbes' Best Employers for Diversity Top 10 US Independent Broker-Dealers #1 Amongst Life Insurers Most Admired Companies for Financial Soundness Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index $224 billion (retail investment client assets held or managed)

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.

Title: Media Trader (Entry Level) Department: Programmatic Media | Trade Desk Reports to: Vice President of Programmatic & Advanced TV Hybrid: 3 Days in the office (Irvine) FLSA: Non-Exempt The Media Trader is responsible for performing all assigned activities related to trade desk planning and managing programmatic advertising campaigns for online advertising clients. Media Trader will execute and optimize display, video, and mobile programmatic or real-time bidding (RTB) campaigns. RESPONSIBILITIES: Develop strategies to achieve campaign goals. Execute programmatic campaigns from the RFP through client reporting in Multiple Demand Side Platforms. (The Trade Desk, OneView, DV 360, Amazon, etc). Ability to extract and deliver insightful findings for optimization purposes and client reports. Build and evolve relationships as a point of contact with media vendors and technology partners, day to day clients, and internal teams. Coordinate with exchange partners to optimize and troubleshoot as necessary. Work through ROI models to ensure ad systems get more profitable over time. Liaise with internal partners such as Account Management, Media and Ad Ops teams to implement and execute campaigns. Produce analytical, status and campaign performance reports. Collaborate with the trading desk team on RFP's, strategy, and other duties as necessary. QUALIFICATIONS & SKILLS: Understanding of media buying process, Programmatic Media Buying a plus Demonstrated ability coordinating diverse groups of people to a successful outcome Effective time management in a fast-paced, deadline-driven environment High level of accuracy and attention to detail Able to handle multiple assignments and prioritize tasks based on shifting needs Excellent writing, editing and communication skills using a variety of media Excellent project management and organizational skills and ability to work independently Proficient in Microsoft Office Suite and Adobe Acrobat and able to quickly master internal systems and applications. EDUCATION & EXPERIENCE: Strong analytical, written and interpersonal skills. Knowledge of MS Excel (Pivots and Macros a plus). BA/BS degree required, with concentration in Marketing, Math or Statistics a plus 0-2 years' experience Understanding how the Web functions. Experience with web languages including HTML, JavaScript, and SQL a plus. Experience in digital agency advertising a plus. Knowledge of advertising platforms, Demand Side Platforms and Supply Side Platforms a plus Proven self-starter with ability to work independently and collaboratively with minimal supervision. Ability to perform in a fast-paced environment with dynamic job responsibilities and priorities. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The employee will spend up to 50% of the time sitting at desk, typing on keyboard, viewing computer monitors with external communication. SELECTION GUIDELINES: Formal application, rating of education and experience; oral interviews and reference check; job-related tests may be required. EEO USIM is an equal opportunity employer and is committed to providing a work environment that is free of discrimination and harassment. It does not discriminate against applicants or employees with respect to any terms or conditions of employment on account of race, color, religion, creed, national origin, ancestry, sex, sexual orientation, age, genetic information, physical or mental disability (actual or perceived), medical condition including genetic characteristics, marital status, citizenship status, military service status, gender, gender identity, registered domestic partner status, or any other characteristic protected by applicable federal, state or local laws. USIM also prohibits discrimination based on the perception that anyone has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics. This commitment applies to all persons involved in the operations of USIM, and prohibits unlawful discrimination by any employee of USIM, including supervisors and co-workers. All employment decisions shall be consistent with the principles of equal employment opportunity.

Have you decided that you want to take the next step in your financial institution career and get onto the MANAGEMENT track? Are you ready to learn more operational duties while leveraging your current skills to maintain and deepen relationships with current members? Do you have a passion for helping others better their financial future? How does working with a great team where you will feel supported and appreciated sound? If this sounds interesting to you, below are a few more details. Most important in this job, we want you to take good care of our members because they are everything to us! Senior Relationship Bankers actively work on the platform opening new accounts, new shares for existing members, processing and funding all consumer loan applications and processing real estate applications. This includes interviewing potential and existing members to determine appropriate products and services which will meet their financial needs. Accurately processes routine member account transactions including, but not limited to: deposits, withdrawals, loan payments, account transfers, wire transfers, official checks, gift cards, cash advances, and general ledger postings. May act in the capacity of a supervisor in the absence of manager. Assists Management with branch opening, processing of the monthly, quarterly, or yearly branch certifications, and organizing outbound activities including phone calls to seek additional growth opportunities for the branch. Here is what we are looking for: To be successful in this role, you'll need at least 3 years of financial institution experience, and at least 1 years' experience opening new accounts and processing loan applications, including real estate applications. Ability to actively cross-sell products & services. You know this already, but you must be able to maintain the confidentiality of member's info! What we offer: Great team! Professional yet relaxed environment! Training. Lots and lots of training to take your career to the next step! 18 days of PTO in your first year plus 12 holidays a year! 6% 401(k) match Full benefits package including medical, dental, vision, life insurance, etc. If this sounds like an amazing opportunity to you (because ya, it is!), we want to hear from you! Base Pay/Salary: $26.00 - $33.00 an hour, plus incentives Actual base pay within this range will be determined by several components, including but not limited to, relevant experience, internal equity, skills, qualifications, and other job-related factors permitted by law. Your privacy is very important to Mission Federal Credit Union. The California Consumer Privacy Act (“CCPA”)/ California Privacy Rights Act (CPRA) requires Mission Federal Credit Union to inform California residents, including job applicants, of the categories of personal information we collect and the purpose for which the personal information will be used. This job applicant notice and the CCPA/CPRA notice provides the disclosures required by the CCPA/CPRA and applies only to applicants who are subject to the CCPA/CPRA. Mission Federal Credit Union is an Equal Opportunity Employer. All applicants will receive consideration without regard to race, sex, color, creed, religion, age, marital status, sexual orientation, national origin, physical or mental disability, veteran status, or any other class protected by law.

Seeking a client-focused banking professional with at least two years of banking teller experience, expertise in opening consumer and basic business accounts, and strong customer relations skills. Key Responsibilities: Open and manage consumer and business accounts (checking, savings, CDs, IRAs, Trust & Estate). Assist clients in selecting financial products while cross-selling bank services. Ensure compliance with banking regulations (BSA, Information Security). Process teller transactions as needed and maintain an excellent balancing record. Provide outstanding customer service and proactively identify client needs. Qualifications: Minimum 2 years of teller experience with account opening expertise. Strong knowledge of banking regulations and financial services. Proficiency in Word, Excel, Outlook, and banking software. Excellent judgment, attention to detail, and ability to handle confidential information.

Title: Relationship Banker Duration: Full Time We are seeking a Relationship Banker to join our dynamic team in Costa Mesa, CA. This role is pivotal in delivering exceptional customer service while handling new consumer and complex business account transactions. The ideal candidate will be skilled in various banking operations, actively promoting our products and services, and maintaining excellent client relations. Key Responsibilities: Account Management: Open and manage both consumer and complex business accounts, including checking, savings, CDs, IRAs, and Trust & Estate Accounts. Ensure all account transactions are processed accurately. Customer Service: Deliver superior customer service, engage in effective problem-solving, and maintain a friendly, professional demeanor at all times. Address customer inquiries and provide support that exceeds expectations. Sales & Business Development: Proactively cross-sell bank products and services, ensuring they meet customer needs. Identify sales opportunities and generate new business to achieve bank and branch profitability goals. Compliance & Documentation: Adhere to all banking regulations, including the Bank Secrecy Act and other state and federal laws. Ensure all client documentation is complete and uploaded correctly in the core system. Team Support & Supervision: Support business clients with essential Treasury Services such as RDC (Check Scanner), Armored, and Courier Service. Provide supervisory oversight for large transactions and assist the Branch Manager with various duties as needed. Community Engagement: Commit to a minimum of 10 hours of CRA volunteer work annually, with compensable time and mileage reimbursement. Qualifications: Experience: Minimum of three years in banking teller roles with advanced experience in managing consumer and complex business accounts. Leadership: Prior supervisory experience preferred with strong capabilities in customer relations and employee management. Skills: Proficient in MS Office (Word, Excel, Outlook) and banking software. Strong knowledge of banking regulations and excellent judgment in handling confidential information. Education: Relevant degree in finance, business administration, or related field is advantageous. About Us: Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals. Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit ******************* to learn more. Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status

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 Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below. 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 (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). 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.

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.

We are looking for a few new associates to join our team of advisors. Training, Development and Licensing Support provided by the firm for the right candidates. Our company is growing at a record pace. We need to expand the team to provide clients with guidance on a wide variety of financial matters from Investments* to Insurance. Seeking people with a strong entrepreneurial mindset, the mentality of a business-owner, and the desire to earn six-figure income yearly. Compensation Package: W-2 Position with Full Corporate Benefits Training Allowance and Activity Stipend Commissions and Residuals Bonuses Paid Throughout The Year Pension (Vested after 5 years) Requirements: Resident of Southern California (Orange County) College Degree (Bachelors) Great Communication Skills (Written and Spoken) Professional Attitude Pleasant Demeanor Computer Savvy Networking Skills Financial Literacy Pass a Background Check Financial Services experience definitely helps but not necessary. Some of the most successful Advisors here transitioned from completely different fields like Teachers, Military, and Coaches. Former Mortgage Loan Officers do very well here also. If you have knowledge or a background in Taxes, this is definitely a position you would want to explore. Sales experience can definitely be helpful as long as it is non-aggressive. Our primary goal is to maintain client relationships for life. *Securities offered through NYLIFE Securities LLC (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company

Financial Planning Interns at Northwestern Mutual Orange County-are a part of a top program ranked “One of America's Top Ten Internships.” Our internship program trains in the areas of financial analysis, entrepreneurship, sales, business development, marketing, and communication. Our College Financial Representatives help their clients live more and worry less through our unique approach to financial planning. Our interns, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while employing local and nationwide experts, exclusive financial products, and the support of a Fortune 100 company. You will have the opportunity to build your confidence, develop a professional network, and change people's lives by helping them achieve financial freedom. Here, hard work pays off! Our internship program mimics our full-time Financial Representative role, allowing you to: Build your client base through prospecting and networking Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to planning software platforms Get licensed with your Life, Accident, and Health insurance license Participate in weekly coaching, training, and development meetings As a Northwestern Mutual intern, you can expect a flexible schedule to work around life and your classes. With our year-round program, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible interns have an opportunity to interview for a full-time Financial Representative role upon graduation. Are you a fit for this internship? Full-time student; junior and senior standing Entrepreneurial and curiosity for sales Highly involved on campus (leader, campus orgs, student government, etc.) Excellent time-management skills Interest in financial literacy and planning tools Business savvy ***All majors encouraged to apply. Compensation & Benefits Commissions Activity Stipends Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required)