Finance Advisor jobs at Catholic Financial Life - 124 jobs

Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Management Experience into a Career in Financial Services with The Chadwick Group of Northwestern Mutual! Your ability to lead teams, drive results, and build strong relationships could make you an ideal fit for a rewarding career in financial services. We are seeking management professionals from diverse industries, including retail, restaurant, hospitality, operations, logistics, manufacturing, education, or healthcare who are ready to take their leadership skills to the next level. Leverage Your Leadership Expertise: Your management experience has equipped you with communication, problem-solving, and team-building skills. In financial services, you could apply those same strengths to educate clients, develop strategies, and guide them toward long-term financial success. Build Meaningful Relationships: Just as youve inspired and led teams in your previous roles, this career could allow you to build lifelong connections while helping clients navigate important financial decisions. See the Impact of Your Work: In management, youve driven performance and helped others achieve their goals. In this role, you could see the tangible results of your efforts as clients and families gain lasting financial confidence and security. Unlock Unlimited Growth Potential: Unlike traditional management roles, your growth here isnt capped. Your ambition and work ethic determine how far you go with opportunities for leadership, ownership, and unlimited earning potential. Our thriving offices are located at: 2001 Pennsylvania Ave NW, 10th Floor, Washington, DC 20006 8484 Westpark Drive, Ste 700, Tysons, VA 22182 Meet Our Team: Kevin Chadwick Managing Director How long with NM? 26 Years Prior to? College-Interned with Northwestern Mutual Passionate About? Watching my kids compete in sports High School Volleyball and UVA Football, traveling with my family, Board Involvement with Leadership Fairfax & Fellowship of Christian Athletes. Nikki Macdonald, CFP Financial Advisor How long with NM? 5 years Prior to? Consulting/data analyticshelping Fortune 500 companies make data-driven decisions through research and analytics. Passionate About? Avid traveler, big sports fan, foodie, and anything University of Virginia. Gives time to the Columbia Pike Partnership, Business Womens Giving Circle. Matt Aaron, CFP Planning-Partnering with Northwestern Mutual How long with NM? 11 years Prior to? Former Northwestern Mutual Intern from Howard University Passionate About? Loves his family, his community. Sits on the board of Rocketship DC Charter Schools and Networking for Teaching & spokesperson for the CFP Board. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is highly preferred, but not required. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Position Perks: Significant bonus opportunity commensurate with outcomes Dental insurance Health insurance Life insurance Retirement plan Vision insurance Ongoing professional development Local culture of support and positive recognition Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kevin Chadwick is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description Financial Advisor New York Life Insurance Company has been helping people for over 175 years. As a mutually owned company, New York Life holds itself to the highest standards of transparency, objectivity, and integrity. As a Fortune 100 company, we value career growth, collaboration, innovation, and diversity, and are committed to improving local communities through giving and volunteerism, supported by the New York Life Foundation. Role Description We are looking for future leaders in our office to join one of the company's top producing teams. This is a full-time Hybrid Financial Services Professional role located in Austin, Texas. The right individual will be provided with endless resources and industry leading training to help to ensure their career goals are attainable. The successful candidate will be responsible for financial planning, life protection, disability coverage, retirement planning, and providing financial services to clients. The candidate will also be responsible for effective communication with clients and colleagues. Coachable and competitive people who thrive among collaborative and motivated individuals in a team setting, are highly successful within our industry. Qualifications Excellent Communication Skills Leadership Characteristics Willingness to obtain Series 6/7 & 63 Must obtain Life and Health License Self-motivated, competitive individuals Candidates looking to have defined career paths with unlimited income potential and opportunities are ideal ********************* NO NEED TO APPLY IF ********************* You have a history of 3-6 months at multiple jobs You are not serious about having a long term career You do not check and return your voicemails Job Type: Full-time Benefits: 401(k) Dental insurance Flexible schedule Health insurance Life insurance Referral program Retirement plan Vision insurance Compensation Package: Pay: $75,000.00 - $120,000.00 per year Bonus opportunities Commission pay Work Location: Hybrid remote in Austin, TX 78730

$99,000.00 - $163,000.00 Pay Rate Type: Salary Compensation may vary based on the job level and your geographic work location. Relocation support is offered for eligible candidates. The Lead Financial Planning Advisor directly supports revenue forecasting and full P&L management of our Partnership channel, which is planning for significant profitable growth in 2026. You will strategically support leadership and account executives by leading the planning and forecasting of topline metrics as well as coordinating the full P&L planning process for the Homesite operating company as it looks to contribute to the Enterprise goal of a 95% combined ratio. You will report to the Director, Corporate Financial Planning & Analysis. In this flex office/home role, you will be expected to work a minimum of 10 days per month from either Madison, WI 53783 or Boston, MA 02110 Internal candidates are encouraged to apply regardless of location and will be considered based upon the needs of the role. Primary Accountabilities * You will facilitate and lead the annual planning process and meetings for the division. * You will serve as expert resource for operational analysis and planning to other team members. * You will present divisional plans and analyses to leadership and provide guidance. * You will collaborate with leadership to implement business plan initiatives and monitor ongoing progress. * You will lead the analysis of actual performance against budget and the annual business plan and make recommendations. * You will communicate divisional performance metrics within and outside the division. * You will lead the planning and development of various financial analyses needed for divisional initiatives. Specialized Knowledge & Skills Requirements * Financial planning experience within a Property & Casualty Insurance company strongly preferred. * Solid knowledge and understanding of business planning processes and tools. * Demonstrated experience presenting business plan and financial information to leadership. * Extensive knowledge and understanding of insurance accounting and operations. * Extensive knowledge and understanding of forecasting techniques and/or data modeling. * Extensive knowledge and understanding of financial reporting, budget, and forecasting techniques. * Demonstrated experience performing basic financial and/or operational analysis. * Experience with applications such as Python, Tableau, Anaplan or Hyperion preferred. * Demonstrated experience providing customer-driven solutions, support or service. * Travel Requirements up to 5% #LI-Hybrid Additional Information * Offer to selected candidate will be made contingent on the results of applicable background checks * Offer to selected candidate is contingent on signing a non-disclosure agreement for proprietary information, trade secrets, and inventions * Sponsorship will not be considered for this position unless specified in the posting We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits. We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. American Family Insurance is committed to the full inclusion of all qualified individuals. If a reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please email *************** to request a reasonable accommodation.

$99,000.00 - $163,000.00 Pay Rate Type: Salary Compensation may vary based on the job level and your geographic work location. The Lead Financial Planning Advisor directly supports revenue forecasting and full P&L management of our Partnership channel, which is planning for significant profitable growth in 2026. You will strategically support leadership and account executives by leading the planning and forecasting of topline metrics as well as coordinating the full P&L planning process for the Homesite operating company as it looks to contribute to the Enterprise goal of a 95% combined ratio. You will report to the Director, Corporate Financial Planning & Analysis. In this flex office/home role, you will be expected to work a minimum of 10 days per month from either Madison, WI 53783 or Boston, MA 02110 Internal candidates are encouraged to apply regardless of location and will be considered based upon the needs of the role. Primary Accountabilities You will facilitate and lead the annual planning process and meetings for the division. You will serve as expert resource for operational analysis and planning to other team members. You will present divisional plans and analyses to leadership and provide guidance. You will collaborate with leadership to implement business plan initiatives and monitor ongoing progress. You will lead the analysis of actual performance against budget and the annual business plan and make recommendations. You will communicate divisional performance metrics within and outside the division. You will lead the planning and development of various financial analyses needed for divisional initiatives. Specialized Knowledge & Skills Requirements Financial planning experience within a Property & Casualty Insurance company strongly preferred. Solid knowledge and understanding of business planning processes and tools. Demonstrated experience presenting business plan and financial information to leadership. Extensive knowledge and understanding of insurance accounting and operations. Extensive knowledge and understanding of forecasting techniques and/or data modeling. Extensive knowledge and understanding of financial reporting, budget, and forecasting techniques. Demonstrated experience performing basic financial and/or operational analysis. Experience with applications such as Python, Tableau, Anaplan or Hyperion preferred. Demonstrated experience providing customer-driven solutions, support or service. Travel Requirements up to 5% #LI-Hybrid Additional Information Offer to selected candidate will be made contingent on the results of applicable background checks Offer to selected candidate is contingent on signing a non-disclosure agreement for proprietary information, trade secrets, and inventions Sponsorship will not be considered for this position unless specified in the posting We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits. We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. American Family Insurance is committed to the full inclusion of all qualified individuals. If a reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please email *************** to request a reasonable accommodation.

Job DescriptionAs a Bankers Life Financial Services Professional Expect To:1. Build - Develop a client base by growing relationships with your network, establish and maintainstrong customer relationships, offering guidance, and providing solutions to help families obtainfinancial freedom. 2. Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored coursework, and proprietary agent development training. 3. Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financialdecisions. 4. Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct andlead your own team of agents and representatives. How Bankers Life will provide support: 1. Hybrid Experience - Flexible in-office schedules once you complete your agent training and takeoff as a producing agent. 2. Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge;individuals will need to pay for the state exam required to sell life and health products. 3. Award-winning Training - Our training, conducted in office, by successful field leaders will fulfillyour desire for continuous learning. Bankers Life has been named as a Training Apex AwardWinner for eleven years and counting and a CLO LearningElite winner for five years andcounting. 4. Advancement Opportunities - Benefit-eligible management positions within local branchstructure. What makes a great Financial Services Professional? 1. Informative - Ability to present complicated concepts effectively and maintain uncompromisingprincipals, such as honesty and integrity. 2. Driven - Self-motivated to network and prospect for new clients, while demonstrating strongtime-management skills. 3. Sociable - Strong relationship building and communication skills will bond you with clients andcolleagues. 4. Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself andothers. The Bankers Life Team comes from a variety of backgrounds including, but no limited to, sales, athletics,military, client services, or client-facing roles. Regardless of your professional experience level, we willprovide you the skills and knowledge necessary for success. Our Financial Service Professionals helptheir clients live more and worry less. Apply now and join the team!!

Job DescriptionAs a Bankers Life Financial Services Professional Expect To:1. Build - Develop a client base by growing relationships with your network, establish and maintainstrong customer relationships, offering guidance, and providing solutions to help families obtainfinancial freedom. 2. Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored coursework, and proprietary agent development training. 3. Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financialdecisions. 4. Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct andlead your own team of agents and representatives. How Bankers Life will provide support: 1. Hybrid Experience - Flexible in-office schedules once you complete your agent training and takeoff as a producing agent. 2. Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge;individuals will need to pay for the state exam required to sell life and health products. 3. Award-winning Training - Our training, conducted in office, by successful field leaders will fulfillyour desire for continuous learning. Bankers Life has been named as a Training Apex AwardWinner for eleven years and counting and a CLO LearningElite winner for five years andcounting. 4. Advancement Opportunities - Benefit-eligible management positions within local branchstructure. What makes a great Financial Services Professional? 1. Informative - Ability to present complicated concepts effectively and maintain uncompromisingprincipals, such as honesty and integrity. 2. Driven - Self-motivated to network and prospect for new clients, while demonstrating strongtime-management skills. 3. Sociable - Strong relationship building and communication skills will bond you with clients andcolleagues. 4. Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself andothers. The Bankers Life Team comes from a variety of backgrounds including, but no limited to, sales, athletics,military, client services, or client-facing roles. Regardless of your professional experience level, we willprovide you the skills and knowledge necessary for success. Our Financial Service Professionals helptheir clients live more and worry less. Apply now and join the team!!

Job DescriptionAs a Bankers Life Financial Services Professional Expect To:1. Build - Develop a client base by growing relationships with your network, establish and maintainstrong customer relationships, offering guidance, and providing solutions to help families obtainfinancial freedom. 2. Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored coursework, and proprietary agent development training. 3. Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financialdecisions. 4. Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct andlead your own team of agents and representatives. How Bankers Life will provide support: 1. Hybrid Experience - Flexible in-office schedules once you complete your agent training and takeoff as a producing agent. 2. Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge;individuals will need to pay for the state exam required to sell life and health products. 3. Award-winning Training - Our training, conducted in office, by successful field leaders will fulfillyour desire for continuous learning. Bankers Life has been named as a Training Apex AwardWinner for eleven years and counting and a CLO LearningElite winner for five years andcounting. 4. Advancement Opportunities - Benefit-eligible management positions within local branchstructure. What makes a great Financial Services Professional? 1. Informative - Ability to present complicated concepts effectively and maintain uncompromisingprincipals, such as honesty and integrity. 2. Driven - Self-motivated to network and prospect for new clients, while demonstrating strongtime-management skills. 3. Sociable - Strong relationship building and communication skills will bond you with clients andcolleagues. 4. Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself andothers. The Bankers Life Team comes from a variety of backgrounds including, but no limited to, sales, athletics,military, client services, or client-facing roles. Regardless of your professional experience level, we willprovide you the skills and knowledge necessary for success. Our Financial Service Professionals helptheir clients live more and worry less. Apply now and join the team!!

Job DescriptionAs a Bankers Life Financial Services Professional Expect To:1. Build - Develop a client base by growing relationships with your network, establish and maintainstrong customer relationships, offering guidance, and providing solutions to help families obtainfinancial freedom. 2. Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored coursework, and proprietary agent development training. 3. Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financialdecisions. 4. Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct andlead your own team of agents and representatives. How Bankers Life will provide support: 1. Hybrid Experience - Flexible in-office schedules once you complete your agent training and takeoff as a producing agent. 2. Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge;individuals will need to pay for the state exam required to sell life and health products. 3. Award-winning Training - Our training, conducted in office, by successful field leaders will fulfillyour desire for continuous learning. Bankers Life has been named as a Training Apex AwardWinner for eleven years and counting and a CLO LearningElite winner for five years andcounting. 4. Advancement Opportunities - Benefit-eligible management positions within local branchstructure. What makes a great Financial Services Professional? 1. Informative - Ability to present complicated concepts effectively and maintain uncompromisingprincipals, such as honesty and integrity. 2. Driven - Self-motivated to network and prospect for new clients, while demonstrating strongtime-management skills. 3. Sociable - Strong relationship building and communication skills will bond you with clients andcolleagues. 4. Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself andothers. The Bankers Life Team comes from a variety of backgrounds including, but no limited to, sales, athletics,military, client services, or client-facing roles. Regardless of your professional experience level, we willprovide you the skills and knowledge necessary for success. Our Financial Service Professionals helptheir clients live more and worry less. Apply now and join the team!!

Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At The Chadwick Group, our mission is simple: Together, we help dreams become a reality. We aim to create a MAGNET of humble, hungry, and smart leaders who are making a DIFFERENCE in the D.M.V. and beyond by launching and growing successful financial planning practices that prioritize integrity and client dedication. Our core values of Personal Responsibility, Commitment to Performance, Mutual Respect, Abundance, and Gratitude guide everything we do. We believe in owning our outcomes, maintaining high standards, treating others with respect, giving before we receive, and showing appreciation through our actions. We are also passionate about giving back. We actively support local charities, including Alexs Lemonade Stand Foundation, Washington Area Womens Foundation, Women Giving Back, and Food for Others, making a meaningful impact in our community. If youre looking for a career full of opportunity, growth, and purpose, we invite you to join us in making a lasting difference. Our thriving offices are located at: 2001 Pennsylvania Ave NW, 10th Floor, Washington, DC 20006 8484 Westpark Drive, Ste 700, Tysons, VA 22182 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Kevin Chadwick Managing Director How long with NM? 26 Years Prior to? College-Interned with Northwestern Mutual Passionate About? Watching my kids compete in sports High School Volleyball and UVA Football, traveling with my family, Board Involvement with Leadership Fairfax & Fellowship of Christian Athletes Nikki Macdonald, CFP Financial Advisor How long with NM? 5 years Prior to? Consulting/data analyticshelping Fortune 500 companies make data-driven decisions through research and analytics. Passionate About? Avid traveler, big sports fan, foodie, and anything University of Virginia. Gives time to the Columbia Pike Partnership, Business Womens Giving Circle. Matt Aaron, CFP Planning-Partnering with Northwestern Mutual How long with NM? 11 years Prior to? Former Northwestern Mutual Intern from Howard University Passionate About? Loves his family, his community. Sits on the board of Rocketship DC Charter Schools and Networking for Teaching & spokesperson for the CFP Board About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: Bachelor's Degree is strongly preferred or military equivalent. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kevin Chadwick is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At The Chadwick Group, our mission is simple: Together, we help dreams become a reality. We aim to create a MAGNET of humble, hungry, and smart leaders who are making a DIFFERENCE in the D.M.V. and beyond by launching and growing successful financial planning practices that prioritize integrity and client dedication. Our core values of Personal Responsibility, Commitment to Performance, Mutual Respect, Abundance, and Gratitude guide everything we do. We believe in owning our outcomes, maintaining high standards, treating others with respect, giving before we receive, and showing appreciation through our actions. We are also passionate about giving back. We actively support local charities, including Alexs Lemonade Stand Foundation, Washington Area Womens Foundation, Women Giving Back, and Food for Others, making a meaningful impact in our community. If youre looking for a career full of opportunity, growth, and purpose, we invite you to join us in making a lasting difference. Our thriving offices are located at: 2001 Pennsylvania Ave NW, 10th Floor, Washington, DC 20006 8484 Westpark Drive, Ste 700, Tysons, VA 22182 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Kevin Chadwick Managing Director How long with NM? 26 Years Prior to? College-Interned with Northwestern Mutual Passionate About? Watching my kids compete in sports High School Volleyball and UVA Football, traveling with my family, Board Involvement with Leadership Fairfax & Fellowship of Christian Athletes Nikki Macdonald, CFP Financial Advisor How long with NM? 5 years Prior to? Consulting/data analyticshelping Fortune 500 companies make data-driven decisions through research and analytics. Passionate About? Avid traveler, big sports fan, foodie, and anything University of Virginia. Gives time to the Columbia Pike Partnership, Business Womens Giving Circle. Matt Aaron, CFP Planning-Partnering with Northwestern Mutual How long with NM? 11 years Prior to? Former Northwestern Mutual Intern from Howard University Passionate About? Loves his family, his community. Sits on the board of Rocketship DC Charter Schools and Networking for Teaching & spokesperson for the CFP Board About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: Bachelor's Degree is strongly preferred or military equivalent. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kevin Chadwick is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Ready to turn your experience into something more meaningful? Whether youve built your career in education, healthcare, engineering, sports, or business, youve already developed the skills to succeed here. At the Chadwick Group of Northwestern Mutual, we specialize in helping professionals from all walks of life make a successful transition into a purpose-driven career in financial planning. Why Career Changers Could Thrive Here: You already have what it takes, people skills, perseverance, and a desire to make a difference. We provide the training, mentorship, and professional licensing support to help you confidently transition into financial services. Youll be surrounded by a team thats walked the same path, people who once coached, built, designed, or taught before building their own financial practices. Our thriving offices are located at: 2001 Pennsylvania Ave NW, 10th Floor, Washington, DC 20006 8484 Westpark Drive, Ste 700, Tysons, VA 22182 A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Our Local Team: Kevin Chadwick Managing Director How long with NM? 26 Years Prior to? College-Interned with Northwestern Mutual Passionate About? Watching my kids compete in sports High School Volleyball and UVA Football, traveling with my family, Board Involvement with Leadership Fairfax & Fellowship of Christian Athletes Nikki Macdonald, CFP Financial Advisor How long with NM? 5 years Prior to? Consulting/data analyticshelping Fortune 500 companies make data-driven decisions through research and analytics. Passionate About? Avid traveler, big sports fan, foodie, and anything University of Virginia. Gives time to the Columbia Pike Partnership, Business Womens Giving Circle. Matt Aaron, CFP Planning-Partnering with Northwestern Mutual How long with NM? 11 years Prior to? Former Northwestern Mutual Intern from Howard University Passionate About? Loves his family, his community. Sits on the board of Rocketship DC Charter Schools and Networking for Teaching & spokesperson for the CFP Board. About the Role: As a Financial Representative with Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance, or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. FL 2:15, Life, Health, and Annuity Agent License (will complete in initial onboarding). Commitment to personal growth and training, including required investment licensing within the first two years and strong encouragement to pursue professional accreditations such as CFP, RICP, CLU, and others. Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kevin Chadwick is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At The Chadwick Group, our mission is simple: Together, we help dreams become a reality. We aim to create a MAGNET of humble, hungry, and smart leaders who are making a DIFFERENCE in the D.M.V. and beyond by launching and growing successful financial planning practices that prioritize integrity and client dedication. Our core values of Personal Responsibility, Commitment to Performance, Mutual Respect, Abundance, and Gratitude guide everything we do. We believe in owning our outcomes, maintaining high standards, treating others with respect, giving before we receive, and showing appreciation through our actions. We are also passionate about giving back. We actively support local charities, including Alexs Lemonade Stand Foundation, Washington Area Womens Foundation, Women Giving Back, and Food for Others, making a meaningful impact in our community. If youre looking for a career full of opportunity, growth, and purpose, we invite you to join us in making a lasting difference. Our thriving offices are located at: 2001 Pennsylvania Ave NW, 10th Floor, Washington, DC 20006 8484 Westpark Drive, Ste 700, Tysons, VA 22182 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Kevin Chadwick Managing Director How long with NM? 26 Years Prior to? College-Interned with Northwestern Mutual Passionate About? Watching my kids compete in sports High School Volleyball and UVA Football, traveling with my family, Board Involvement with Leadership Fairfax & Fellowship of Christian Athletes Nikki Macdonald, CFP Financial Advisor How long with NM? 5 years Prior to? Consulting/data analyticshelping Fortune 500 companies make data-driven decisions through research and analytics. Passionate About? Avid traveler, big sports fan, foodie, and anything University of Virginia. Gives time to the Columbia Pike Partnership, Business Womens Giving Circle. Matt Aaron, CFP Planning-Partnering with Northwestern Mutual How long with NM? 11 years Prior to? Former Northwestern Mutual Intern from Howard University Passionate About? Loves his family, his community. Sits on the board of Rocketship DC Charter Schools and Networking for Teaching & spokesperson for the CFP Board About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: Bachelor's Degree is strongly preferred or military equivalent. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kevin Chadwick is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

New York Life is among the strongest and most respected financial companies in America today. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA) as of August 20, 2016. For 62 consecutive years, we have led the Million Dollar Round Table with more members than any other financial institution in the world. Job Description Financial Professionals help clients identify and achieve their financial goals. We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy. New York Life and its affiliates are dedicated to prudent financial management, high quality products, and impeccable service. Qualifications We require highly motivated, entrepreneurial individuals who are willing to invest their time and energy into creating profitable and rewarding careers. The candidate we seek must possess uncompromising integrity and the ability to communicate complex ideas. Additional Information New York Life offers a comprehensive three year training program, full marketing support, as well as prospecting and technical assistance. Our mentoring programs give you the opportunity to work with highly successful, established Agents and managers who will assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company, with the freedom and autonomy of running your own practice. You will be in business for yourself - but never by yourself .

New York Life is among the strongest and most respected financial companies in America today. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA) as of August 20, 2016. For 62 consecutive years, we have led the Million Dollar Round Table with more members than any other financial institution in the world. Job Description Financial Professionals help clients identify and achieve their financial goals. We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy. New York Life and its affiliates are dedicated to prudent financial management, high quality products, and impeccable service. Qualifications We require highly motivated, entrepreneurial individuals who are willing to invest their time and energy into creating profitable and rewarding careers. The candidate we seek must possess uncompromising integrity and the ability to communicate complex ideas. Additional Information New York Life offers a comprehensive three year training program, full marketing support, as well as prospecting and technical assistance. Our mentoring programs give you the opportunity to work with highly successful, established Agents and managers who will assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company, with the freedom and autonomy of running your own practice. You will be in business for yourself - but never by yourself .

About Blue Cross and Blue Shield of Minnesota At Blue Cross and Blue Shield of Minnesota, we are committed to paving the way for everyone to achieve their healthiest life. We are looking for dedicated and motivated individuals who share our vision of transforming healthcare. As a Blue Cross associate, you are joining a culture that is built on values of succeeding together, finding a better way, and doing the right thing. If you are ready to make a difference, join us. The Impact You Will Have As a member of the corporate strategy team, this position supports the Corporate Strategy Office and the executive management team to enhance our strategic plan, drive the strategic planning process and critical business initiatives. This role works with key business partners to research trends, develop business plans and identify priorities required to achieve strategic objectives and is responsible for collaborating to ensure strategic alignment. This will require the incumbent to leverage prior experiences in defining and shaping healthcare strategies, developing approaches and adapting frameworks to drive strategy development. This role is a valued thought partner, responsible for facilitating and driving the definition of complex, enterprise strategies. Your Responsibilities Serve as a valued partner to support the strategy team in developing, facilitating and driving strategies with executive management and cross-functional leadership (analysis on specific topics, strategy performance review, road map development, lead key enterprise initiatives). Assist strategy team members with their responsibilities, may serve as strategic project lead for smaller or less ambiguous engagements. Support development of multi-year corporate strategic plan, business strategy and planning. Monitor key healthcare industry trends, market dynamics, and competitive landscape to inform business and strategic planning and decisions. Analyze and interpret data to identify needs and opportunities for the business and clients. Assess, monitor, and report on performance of strategic plan using best practice methods and tools to ensure timely action to course correct as needed. Develop key strategy communications, presentations and materials tailored to executive management, Board of Directors and key stakeholders. Support enterprise-wide strategy engagement, communication and alignment activities. Required Skills & Experience 3+ years of related professional experience. All relevant experience including work, education, transferable skills, and military experience will be considered. Demonstrated ability to conduct sophisticated analysis using information from varied primary and secondary sources. Strong knowledge and experience in identifying and recommending alternative business models for cost reduction, revenue growth and margin improvement opportunities. Must be a strategic thinker, with a high level of intellectual curiosity and openness to change. Strong problem-solving skills exhibited by the ability to approach complex, ambiguous business issues with fact-based and creative ideas and solutions. Proven ability to communicate concisely with a clear storyline in verbal, written and PowerPoint communications. Excellent human relations skills to establish trust, gain credibility and build / maintain positive relationships with management, peers, subordinates, internal and external clients, and vendors. Self-motivated team player with ability to work independently and handle multiple projects. High school diploma (or equivalency) and legal authorization to work in the U.S. Accepting this position at BCBSMN requires signing an Agreement Regarding Non- Disclosure of Confidential Information and Non-Competition as a condition of employment. Preferred Skills and Experience Bachelors degree. Role DesignationHybrid Anchored in Connection Our hybrid approach is designed to balance flexibility with meaningful in-person connection and collaboration. We come together in the office two days each week - most teams designate at least one anchor day to ensure team interaction. These in-person moments foster relationships, creativity, and alignment. The rest of the week you are empowered to work remote. Compensation and Benefits$79,100.00 - $104,800.00 - $130,500.00 Annual Pay is based on several factors which vary based on position, including skills, ability, and knowledge the selected individual is bringing to the specific job. We offer a comprehensive benefits package which may include: Medical, dental, and vision insurance Life insurance 401k Paid Time Off (PTO) Volunteer Paid Time Off (VPTO) And more To discover more about what we have to offer, please review our benefits page. Equal Employment Opportunity Statement At Blue Cross and Blue Shield of Minnesota, we are committed to paving the way for everyone to achieve their healthiest life. Blue Cross of Minnesota is an Equal Opportunity Employer and maintains an Affirmative Action plan, as required by Minnesota law applicable to state contractors. All qualified applications will receive consideration for employment without regard to, and will not be discriminated against based on any legally protected characteristic. Individuals with a disability who need a reasonable accommodation in order to apply, please contact us at: **********************************. Blue Cross and Blue Shield of Minnesota and Blue Plus are nonprofit independent licensees of the Blue Cross and Blue Shield Association.

Job DescriptionAs a Bankers Life Financial Services Professional Expect To:1. Build - Develop a client base by growing relationships with your network, establish and maintainstrong customer relationships, offering guidance, and providing solutions to help families obtainfinancial freedom. 2. Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored coursework, and proprietary agent development training. 3. Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financialdecisions. 4. Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct andlead your own team of agents and representatives. How Bankers Life will provide support: 1. Hybrid Experience - Flexible in-office schedules once you complete your agent training and takeoff as a producing agent. 2. Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge;individuals will need to pay for the state exam required to sell life and health products. 3. Award-winning Training - Our training, conducted in office, by successful field leaders will fulfillyour desire for continuous learning. Bankers Life has been named as a Training Apex AwardWinner for eleven years and counting and a CLO LearningElite winner for five years andcounting. 4. Advancement Opportunities - Benefit-eligible management positions within local branchstructure. What makes a great Financial Services Professional? 1. Informative - Ability to present complicated concepts effectively and maintain uncompromisingprincipals, such as honesty and integrity. 2. Driven - Self-motivated to network and prospect for new clients, while demonstrating strongtime-management skills. 3. Sociable - Strong relationship building and communication skills will bond you with clients andcolleagues. 4. Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself andothers. The Bankers Life Team comes from a variety of backgrounds including, but no limited to, sales, athletics,military, client services, or client-facing roles. Regardless of your professional experience level, we willprovide you the skills and knowledge necessary for success. Our Financial Service Professionals helptheir clients live more and worry less. Apply now and join the team!!

Job DescriptionAs a Bankers Life Financial Services Professional Expect To:1. Build - Develop a client base by growing relationships with your network, establish and maintainstrong customer relationships, offering guidance, and providing solutions to help families obtainfinancial freedom. 2. Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored coursework, and proprietary agent development training. 3. Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financialdecisions. 4. Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct andlead your own team of agents and representatives. How Bankers Life will provide support: 1. Hybrid Experience - Flexible in-office schedules once you complete your agent training and takeoff as a producing agent. 2. Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge;individuals will need to pay for the state exam required to sell life and health products. 3. Award-winning Training - Our training, conducted in office, by successful field leaders will fulfillyour desire for continuous learning. Bankers Life has been named as a Training Apex AwardWinner for eleven years and counting and a CLO LearningElite winner for five years andcounting. 4. Advancement Opportunities - Benefit-eligible management positions within local branchstructure. What makes a great Financial Services Professional? 1. Informative - Ability to present complicated concepts effectively and maintain uncompromisingprincipals, such as honesty and integrity. 2. Driven - Self-motivated to network and prospect for new clients, while demonstrating strongtime-management skills. 3. Sociable - Strong relationship building and communication skills will bond you with clients andcolleagues. 4. Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself andothers. The Bankers Life Team comes from a variety of backgrounds including, but no limited to, sales, athletics,military, client services, or client-facing roles. Regardless of your professional experience level, we willprovide you the skills and knowledge necessary for success. Our Financial Service Professionals helptheir clients live more and worry less. Apply now and join the team!!

Job Title: Wealth Advisor Full or Part Time: Full-Time Department: HORAN Wealth FLSA Status: Exempt Position Reports To: Vice President, Wealth Advisor HORAN Wealth is a leading Registered Investment Advisor (RIA) firm dedicated to providing comprehensive wealth management services to individuals, families, and institutions. With a focus on personalized financial planning and investment strategies, we strive to empower our clients to achieve their financial goals and secure their financial future. As a Wealth Advisor at HORAN Wealth, you will be responsible for providing comprehensive financial planning and investment advisory services to clients. You will work closely with clients to understand their financial goals, develop tailored strategies, and help them achieve long-term financial success. The ideal candidate is a knowledgeable, ethical, and client-focused professional with a passion for helping people manage their wealth. Core Responsibilities: Client Relationship Management: Build and maintain strong relationships with clients by providing personalized financial advice and exceptional service. Serve as the primary point of contact and trusted advisor for clients' financial needs. Financial Planning: Conduct comprehensive financial assessments, including cash flow analysis, risk management, retirement planning, tax planning, and estate planning. Develop personalized financial plans based on clients' goals and objectives. Investment Management: Create and manage investment portfolios tailored to clients' risk tolerance, time horizon, and financial goals. Monitor and adjust portfolios as needed to optimize performance. Insurance and Risk Management: Evaluate clients' insurance needs and recommend appropriate life, disability, and other insurance products to protect their financial well-being. Client Education: Educate clients on financial concepts, investment options, and market trends. Provide ongoing education and support to help clients make informed decisions. Compliance and Ethics: Adhere to all regulatory and compliance requirements, maintaining the highest ethical standards in all interactions with clients and colleagues. Business Development: Proactively identify and pursue new business opportunities through networking, referrals, and community involvement. Qualifications Required: Bachelor's degree in Finance, Economics, Business Administration, or related field. Previous experience in financial services or wealth management preferred. Strong analytical skills with the ability to interpret complex financial data. Excellent interpersonal and communication skills, with a client-focused mindset. Detail-oriented with the ability to multitask and prioritize tasks effectively. Proficiency in Microsoft Office suite and financial planning software (e.g., Excel, PowerPoint, MoneyGuidePro). Benefits: Competitive salary commensurate with experience. Comprehensive benefits package, including health insurance, retirement plans, and paid time off. Opportunities for professional development and career advancement within the firm. Collaborative and supportive work environment with a focus on work-life balance. HORAN History: Since 1948, HORAN Wealth has served as a trusted advisor offering retirement planning, wealth management, and life insurance for estate and business planning. HORAN Wealth has a strong regional presence with a national footprint. With offices in Cincinnati, Ohio; and Ft. Mitchell, Kentucky HORAN Wealth serves both corporate and individual clients in 48 states. We strive to bring the best services, resources, and value to our clients through premier national partnerships with M Financial Group and Retirement Planning Advisory Group. Our integrity, commitment to excellence and industry knowledge are foundations upon which HORAN Wealth has built a reputation for delivering high quality products and services. Visit horanassoc.com to learn more. How to Apply: If you are passionate about helping clients achieve their financial goals and thrive in a fast-paced, team-oriented environment, we encourage you to apply for the Associate Wealth Advisor position at HORAN Wealth. Please submit your resume and cover letter outlining your qualifications and interest in the role. Please visit the HORAN Careers Page or *************************** and click on the job title to apply, or email ******************** if you have any questions. We look forward to hearing from you!

Bearingstar Insurance, a member of the Arbella Insurance Group, is one of the leading property and casualty insurance providers in Massachusetts and Connecticut writing over $130 million in premium. Bearingstar possesses a dynamic culture that has an independent agency feel along with the strength and resources of a large parent company. This allows us to offer competitive salaries, bonus above commission, excellent benefits, and great training and development programs. We are currently looking for a motivated and self-driven individual to join our Accounting and Finance department. This is a great opportunity for an individual to not only build a career but to help contribute to the growth and development of a large growing agency. Additionally, after an initial in-house training for the first 90 days, this position can be hybrid work at home, with a few days in office and a couple of days at home each week. The Accounting and Finance Specialist will focus on the following key responsibilities: Budget Analyst - Evaluate, report and plan with departments. Strategic Planning - Work with department director on agency objectives. Financial and Business Reporting - Report creation and delivery with contextual explanation. Agency Commissions - Reconciliation of deposits and transactions. Employee Commissions - Prepare, audit and manage process. Carrier Relationship Management - Review results, growth and profitability. Successful candidates should possess the following skills: Strong analytical skills and attention to detail Excel proficiency that includes pivot tables, charts and financial reporting Communication skills Leadership skills Microsoft Teams, Outlook, and PowerPoint experience Our current reasonable and good faith estimate of the annual salary or hourly wage range for this position is approximately $65,000 ($33.34 an hour) - $80,000 ($41.00 an hour) based on a variety of factors including, but not limited to, relevant skills and experience. Our work schedule is 37.5 hours per week. In addition, you are eligible for a profit share bonus program, exceptional benefit and wellness programs, career development, flexible schedules and much more. Please note: The advertised pay range is not a guarantee or promise of a specific wage. If the following core values: Employees, Customers, Trust, Performance, Citizenship and Diversity and Inclusion, are consistent with yours, we would love to discuss this opportunity further with you