Certified finance planner jobs near me - 251 jobs

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected. The Senior Financial Planner (“SFP”) will serve as a national financial and tax planning resource across Choreo. The SFP will partner directly with client-facing advisors to support client planning engagements and ongoing relationships. The focus of this role is on building, evaluating, and presenting both comprehensive and ad hoc scenario-based plans that span the full range of wealth planning disciplines. The SFP will cover both client-specific planning and advisor education/enablement. This role will help continue to build a center of excellence for tax-centric planning resources for Choreo advisors nationwide. The Senior Financial Planner will focus on core planning areas including goals-based and retirement planning, cash flow and savings modeling, and annual income and multi-year tax planning. Additional areas of focus include Social Security and Medicare, risk management and insurance, investment planning, education and college funding, philanthropic giving, estate and wealth transfer planning, and business owner planning. The SFP will be the primary contact for all advisory support for these topics for mid-sized, moderately complex clients with the opportunity to partner with the Senior Wealth Strategist on large-sized, complex client relationships. Primary Responsibilities: Serve as a technical planning partner to wealth advisors on active client situations, and at times, join meetings with Choreo advisors, clients, and outside client advisors. Review advisor-drafted financial plans and modeling with advisors and offer insights. Assist advisors in leveraging eMoney and other planning tools (e.g., Holistiplan) across a variety of cases including co-preparation of financial plans and simulations. Respond to advisor planning questions and conduct research on nuanced financial/tax issues. Coordinate closely with Choreo's Senior Wealth Strategist to expand advanced planning initiatives across the firm. Help codify and disseminate best practices in financial and income tax planning across the firm. Help test and evaluate planning software for broader adoption. Develop and deliver internal training on relevant topics. Participate in thought leadership and marketing content development. Support the integration of planning into the broader client experience model across Choreo, and collaborate with the Senior Wealth Strategist to develop the Choreo advanced planning team. Contribute to firm-wide initiatives focused on planning quality, consistency, and innovation. Basic Qualifications: 10+ years' experience working in financial and tax planning with wealth management teams (or a similar role in a CPA firm with significant financial planning and 1040/1041 return preparation experience) CFP or PFS designation (CPA or other advanced tax qualifications are also highly preferred) Experience collaborating with financial advisors and advisory teams Master-level proficiency with eMoney and Holistiplan Experienced leadership skills with the ability to provide effective coaching Proactive problem-solving skills with an entrepreneurial mindset Ability to deliver information and present to clients and larger internal and external groups in public speaking In-depth knowledge of comprehensive financial planning and wealth management disciplines Highly effective communication skills and emotional intelligence Ability to travel throughout the continental U.S., expected between 10-20% as needed Employee Benefits At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer: Competitive salary and bonus plan Competitive medical, dental, and vision plans Basic life and disability coverage 401(k) matching program Financial support for approved designations and courses Technical, leadership, sales training opportunities Unlimited, discretionary time off Paid parental leave Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.

Job DescriptionBenefits: Training & development Vision insurance Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Transition Your Teaching and Coaching Skills into Financial Services: Do Work That Matters: People are drawn to this career because it offers meaningful workthe kind that provides fulfillment through service to others. Thats why it resonates so deeply with the values teachers and coaches bring to the table. Leverage Your Communication Expertise: As a teacher or coach, youve mastered the art of communicationwhether it's explaining complex concepts or motivating individuals. These skills are crucial in financial services, where you could help guide clients through important financial decisions that impact their lives. Build Lifelong Relationships: In teaching and coaching, you connect with individuals over time, watching them grow and succeed. In financial services, you could continue fostering these long-term relationships, helping clients at each stage of their financial journey, and offering support that lasts a lifetime. See the Impact of Your Work: Just as youve seen the difference youve made in the classroom or on the field, a career in financial services could allow you to witness firsthand how your advice and guidance can lead to meaningful, lasting changes in your clients lives. Achieve Greater Rewards: The transition from teaching or coaching to financial services could offer the potential for not only a more fulfilling career, but also the opportunity to grow personally and professionallywhile building a future that reflects your values and goals. Follow this link to hear more about Gina Cimineris Northwestern Mutual Experience: *************************************************************************** Our thriving office is located at: 1425 River Park Dr, Suite 100, Sacramento, CA Meet Our Local Team: Rick Abell, Managing Director: Time with NM: 29 years. Prior Experience: Began his career with Northwestern Mutual immediately after completing his MBA at Clemson University. Passionate About: Rick is a dedicated husband and father to four childrentwo in college and two in high school. He is also passionate about giving back to the community and is proud that his team raised over $50,000 for childhood cancer research through their annual charity golf tournament. Gina Loza, Director of Training, Philanthropy & Events: Time with NM: 23 years. Prior Experience: Worked in PR & Marketing for Chico Performances at CSU, Chico, promoting world music, dance, theater, lecture series, and other performance art. Passionate About: Gina enjoys spending time with her two energetic boys (ages 8 and 6) and their Yellow Lab, Opie. She is a music lover and concertgoer (proud Swiftie!) and stays active as a devoted Peloton rider. Toka Mwondela, Chief Development Officer: Time with NM: 8 and a half years. Prior Experience: Joined Northwestern Mutual right after graduating college and has grown his career ever since. Passionate About: Toka loves sports of all kinds, especially when theres competition involved. He also enjoys riding his motorcycle, exploring the outdoors, spending time with friends and family, and cooking and sharing great food. Jurome Saceda, College Unit Director: Time with NM: Over 2 years. Prior Experience: Worked as a Route Sales Representative with Bimbo Bakeries before transitioning into financial services. Passionate About: Jurome enjoys quality time with his family, playing basketball as captain of his Comp REC and intramurals team, and recently developed a love for golf. He also has a passion for learning new things and connecting with new people. Lars Ronten, Financial Advisor: Time with NM: A little over 2 years. Prior Experience: Served as a financial advisor with Edward Jones and also worked in outside sales. Passionate About: Lars values time with family, playing and watching sports, and enjoying the outdoorsespecially golf. He is active in his community through coaching, volunteering, and local events in Lincoln, CA. He also loves traveling, cooking, and working on home projects. Adam Besana, Growth & Development Director: Time with NM: 6 years. Prior Experience: College student at Chico State (go Wildcats!). Passionate About: Enjoys spending time with his wife and two children. Loves the outdoorshunting, fishing, skiing, boating, and just about anything outside. About Us: At Abell District Northwestern Mutual, we are proud to be in a dynamic phase of growth and opportunity, cultivating an environment where driven individuals can build meaningful and lasting careers. With a strong foundation of leadership and a culture rooted in collaboration, we provide the tools, mentorship, and clear pathways for professional development and advancement. Our team is equally passionate about creating impact beyond the office, exemplified by our annual Cure-Funding Golf Classic, which raised over $50,000 last year in support of childhood cancer research. This blend of career growth, community impact, and purpose-driven culture makes Abell District a place where ambitious professionals can truly thrive. Position Responsibilities for a Financial Planner: Educate clients on financial planning and insurance options. Provide excellent customer service and build lasting relationships. Collaborate with a local, supportive team. Position Requirements: Strong communication and interpersonal skills. Goal-oriented with a desire to succeed. Life insurance license and FINRA certifications (or willingness to obtain). Our Unique Angle: Meticulous Training and Support: We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results. 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. Rick Abell is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

StartEngine is the FinTech powerhouse driving the future of fundraising and alternative investing. StartEngine was founded by Howard Marks, the co-founder of Activision (now valued at over $75B), with the goal of helping entrepreneurs achieve their dreams by removing funding barriers. Howard partnered with co-founder Ron Miller, a veteran entrepreneur and early advocate of equity crowdfunding, to build a platform that democratizes access to capital. In 2020, StartEngine welcomed Shark Tank judge and serial entrepreneur Kevin O'Leary (aka Mr. Wonderful) as Strategic Advisor and Investor. Since its inception, StartEngine has helped over 550 companies raise more than $1.5B from retail investors, with investments starting at as little as $100. Why merely back a company when you can own a piece of it? Do you enjoy helping others? Are you the “go to person”? Would your friends and family describe you as friendly and curious? We really should talk... Caring about the well-being of our investors is at our core, and we want to talk to people who share our passion. Yes, we are in the finance industry, but definitely not in the old-fashioned way you might be thinking. At StartEngine, customer service is our top priority. We will teach you the industry but your unwavering dedication to customers and colleagues should come naturally. We're looking for someone who is smart, empathetic, curious & interested in finance/investing. You're eager to join a fast growing startup and are capable of exceeding expectations. What You'll Do We will prepare you to engage with retail investors about investing. You'll learn about early stage investments, as well as gain a broader knowledge and understanding of how retail investors think and feel. You'll handle inbound live chats as well as email inquiries, handling interactions that can range from something as simple as an account balance inquiry to the complexity of helping execute their desired outcome. Your mission remains simple: provide a level of service that Investor's rave about because they feel more confident toward achieving their own financial dreams. What We're Looking For You're extremely interested in the Finance/Investing world You're empathetic If two roads diverged in the woods, you'd actually take the road less traveled You're curious and your favorite question is "Why?" You can execute tasks/projects and achieve results (You get stuff done!) Perks & Benefits 100% covered Medical/Dental/Vision - pick your own plan Generous Equity package Unlimited PTO and sick days Paid WeWork Usage (optional) 100% Remote Team Off-sites Paid Maternity/Paternity leave Team Happy Hours 401K program Flexible hours Be part of one of the fastest growing parts of the FinTech Industry A chance to work with a highly profitable and rapidly expanding startup (not VC funded)

We are a boutique registered investment advisory firm that has been serving physicians across the United States for over 12 years. We specialize in delivering comprehensive, integrated financial planning tailored to the unique needs of doctors. As a growing firm, we are passionate about helping physicians align their finances with their goals. THE OPPORTUNITY Our lead financial planner has over 10 years of experience and is seeking a part-time associate to provide dedicated planning support. This is a remote, non-sales position with flexible hours (ideally aligned to Pacific Time). The role does not require client-facing time but could include it on occasion. The work environment is fast paced, so you must be comfortable prioritizing, shifting tasks quickly, and delivering high-quality work under time pressure. RESPONSIBILITIES Meeting and Plan Preparation Organize, interpret, and input client documents into eMoney, or summarize them for planners. Scenarios and Modeling Work - Use eMoney and Excel to build models and run financial scenarios. Draft Customized Client Deliverables After the lead planner completes a client presentation, review and analyze the clients financial data to create a personalized deliverable. Use company templates as a starting point, but tailor recommendations and planning insights to the clients specific goals and circumstances. Ensure all deliverables are professional, actionable, and consistent with firm standards. The lead planner will provide final review and oversight. Client and Team Support Respond to client inquiries via email/phone and support advisors with plan-related questions. REQUIREMENTS CFP certification or actively pursuing CFP designation. Direct experience with eMoney is required. Strong Excel and financial modeling skills. Ability to work consistently each week in blocks of focused time. Preference for candidates who can work during Pacific Standard Time. COMPENSATION This is a part-time, fully remote role estimated at 20-25 hours per week. Compensation will be hourly to start commensurate with experience and credentials, with the possibility of moving to a fixed retainer arrangement as the role develops.

NO EXPERIENCE NECESSARY! can be fully remote. Great for the stay-at-home career seeker. Full-time traveler friendly! More about the role: No prior experience in financial services is required. All required pre-licensing courses and required state licenses are covered by my company (Fingerprints required in some states). The desired candidate would possess the following skills: • Excellent written and verbal communication skills • Strong customer service skills • Thrive in a flexible environment • Entrepreneurial Mindset • Strong leadership and decision-making skills • Ability to develop, manage and drive growth • Goal Oriented Requirements: • Must be 18+ (This is a FEDERAL REQUIREMENT) • Must pass a background check (No Felonies) • Self Disciplined • Trustworthy We'll provide: • - Paid training program • - State & Federal Licenses • - Part or Full time Flex options • - Commission and Bonus Based, Residual income and stock opportunities Thank You! Dylesha Holmes ************

About Us: ProShares has been at the forefront of the ETF revolution since 2006. ProShares now offers one of the largest lineups of ETFs, with over $85 billion in assets. The company is a leader in strategies such as crypto-linked, dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns. Position Summary: The Senior Investment Consultant will be responsible for the distribution of all ProShares strategic product offerings through institutional relationships which include Registered Investment Advisors ('RIA"), Bank Trust and Single and Multi-Family Offices. The ideal candidate will develop and evolve a business strategy to optimize the entire client lifecycle (prospecting to final presentations) and maintain a service model for new and existing relationships. This individual should demonstrate a strong knowledge of the competitive landscape, financial markets, industry trends and ProShares products and services. The role will be expected to travel within an assigned territory to conduct office presentations, client meetings and one-on-one meetings. The role is a fast-paced, highly competitive, client-facing sales role that is rewarded based upon consistent, superior results. Additionally, as the role is an extension of ProShares brand with key clients, the Senior Investment Consultant should seek to represent the company through consistent displays of the firm's strong values and ethical behavior. Key Responsibilities [1] : 50% of time: Develop and maintain profitable, productive relationships with RIAs, family offices and other institutional segments within the assigned territory to capture sales and increase market share. Proactively seek and support the development of new initiatives within assigned territory to enhance the firm's success and market presence while meeting annual sales goals. 25% of time: Conduct one-on-one meetings, group presentations and client meetings/events which involve travel. Deliver high-quality product knowledge, consultative sales approach and guiding the implementation of the sale with RIA & Family Office clients to grow assets within the strategic product range of ETFs. 10% of time: Develop solid working relationships with the field sales team through regular communication, on-going mentorship, training and delegation of responsibilities to ensure proper coverage of this important segment of clients. 10% of time: Understand and articulate capital market dynamics, complex product structures, and competitor ETF products. Provide the proper after-sales support and reporting to keep existing clients informed. 5% of time: Capture field activity and sales related data in CRM System and effectively manage firm resources, which includes travel expenses, entertainment and client support budgets. Qualifications: 10+ years of relevant work experience in the investment management industry, with experience in institutional relationship management, business development and financial services sales Strong academic background with advanced degree, and/or a professional designation such as a CFA. Must have established RIA and/or Family office contacts with established relationships across the wider institutional channel (such as endowments, foundations, Taft Hartley plans, other asset managers and OCIO service providers) Strong ability to drive client engagement process, recommend and execute within tight deadlines. Experience with exchange traded funds, mutual funds and/or interval funds Broad investment acumen, knowledge of capital markets, the asset management industry and product offerings The compensation for this position includes salary and incentive pay. The annual base salary range for this role is $175,000-$200,000 (USD), which does not include discretionary bonus compensation. Total compensation may vary based on experience, role, location, department, and individual performance. Our Benefits: Competitive pay and discretionary bonus Paid time off Health care benefits (medical, dental & vision) Additional insurance includes basic life, accidental death and dismemberment, supplemental life, disability and legal benefit 401(k) retirement plan with matching contribution Spending Accounts (Health Care, Dependent Care, and Transportation) Wellness Programs (fitness reimbursement, Employee Assistance Program) Education assistance Hybrid work schedule Additional Programs include peer recognition, corporate matching gift [1] These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required of this job. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions . Additional privacy information for CA residents EOE STATEMENT ProShare Advisors LLC and its affiliates are equal opportunity employers and do not discriminate against otherwise qualified applicants on the basis of age, race, color, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), marital or family status, national origin, ancestry, physical or mental disability, mental condition, veteran status, sexual orientation, gender identity, genetic information, or any other characteristic protected by applicable law.

Job Description Levo Resources is a boutique recruiting firm focused on Accounting & Finance and Financial Services. We partner with wealth management firms and financial institutions to help them attract and transition top financial advisor talent. Summary: We're hiring an experienced Financial Advisor Recruiter/Consultant to tackle the recruiting side of our financial advisor practice. You'll be the point person building relationships with advisors, understanding what they want next, and guiding them through the process. Your involvement in the process with range from initial conversations through a well-planned transition to a new firm. This is a remote position working 9:00 AM - 5:00pm ET. What You'll Do: Proactively source and engage financial advisors via phone, email, LinkedIn, ZoomInfo, referrals, and other channels Conduct discovery calls to understand the advisor's book, business model, goals, and ideal platform/firm environment Build trust-based relationships and maintain consistent touchpoints throughout the process Educate advisors on different firm options (wirehouse, regional, boutique, independent/RIA, etc.) and help them evaluate fit Coordinate and schedule meetings between advisors and prospective firms; ensure strong prep and follow-up Partner closely with business development to learn each client's recruiting priorities, compensation structure, transition support, culture, and expectations Present opportunities to advisors clearly and professionally, aligning their goals with client parameters Track pipeline activity, notes, and outcomes accurately in out ATS and related tracking tools Maintain organized reporting and process documentation using Excel, Outlook, Google Sheets, etc Support a smooth advisor transition by helping manage expectations, timelines, and communication between parties Tools & Systems You'll Use: Loxo (ATS/CRM), Excel / Google Sheets Email + calendar tools Phone systems / dialing tools LinkedIn, ZoomInfo, and other sourcing platforms, Requirements: 4+ years of recruiting experience, with direct exposure to financial advisor recruiting Comfortable discussing advisor transitions at a high level: motivations, platform differences, timing, and sensitivity/confidentiality Prior experience recruiting financial advisors in one or more of the following environments: Wealth management firm / RIA / broker-dealer Bank or financial institution Recruiting / search firm supporting advisor hiring Strong phone presence and ability to build rapport quickly with experienced professionals Highly organized: consistent follow-up, clean CRM notes, and strong pipeline management Tech-comfortable and quick to learn systems (ATS/CRM + spreadsheets + dialing tools) Preferred (Nice to Have): Existing advisor network or history of placing advisors successfully Familiarity with advisor metrics (AUM, production, grid/payout concepts, fee vs commission, teams vs solo, etc.) Experience working alongside business development and client management teams What Success Looks Like: You build a healthy advisor pipeline consistently Advisors trust you and stay engaged through the process You present aligned, qualified advisors to clients based on real discovery Your CRM/pipeline is tight: no missed follow-ups, no surprises Work Location & Schedule: Remote (U.S.) Hours: 9:00 AM - 5:00 PM Eastern Time Compensation includes a Salary and Performance Bonus

Job Responsibilities: Meet with clients to review their existing financial situation and to establish the client/planner relationship. Analyze the client's investment portfolio and recommend an asset allocation and specific plan to meet established objectives. Develop, recommend and implement an investment strategy suggesting specific investments and insurance products, for client approval, including separately managed investment accounts, mutual funds, annuities, equities, fixed income investments, corporate and tax-exempt bonds, life insurance, etc. Collaborate to create a team environment and to meet clients needs. Generate additional referrals from personal networking, seminars, and presentations to community groups Keeps abreast of new planning tools, products, and resources, changing regulations and professional standards Understanding and complying with all aspects of Cetera policies and practices, including laws and regulations governing the duties and responsibilities of investment sales. Maintaining all necessary licenses and registrations as required, including completing all mandatory training and industry-related continuing education in a timely manner. Exceed client expectations in terms of accuracy, efficiency, courtesy, and professionalism. Qualifications: FINRA Series 7 and 63 State Life & Health Insurance license Strong sales, marketing, and business development skills 2+ years of sales experience and/or financial services experience. Experience within financial institutions is preferred. Exceptional interpersonal and relationship building skills Bachelor's degree or equivalent in accounting, finance, or related field of study Experience: Financial institutions: 1 year Sales and/or financial services: 2 years Education: Bachelor's degree or equivalent in Financial Planning, Accounting, Sales or Finance Privacy I understand that I am about to apply for employment at Cetera Financial Group and that I will be asked to provide certain types of personal information as well as other information with respect to my work experience, educational background and the position that I am interested in. I understand that Cetera Investors gathers this information through a third-party service provider, Cetera Financial Group may also use other service providers to assist in the application process. I understand that the personal information that I provide or any subsequent information that I provide will be used to consider my application for employment and that Cetera Financial Group will retain my application for employment for a reasonable time period in accordance with applicable law. I further understand that if employed my personal information will be used in Cetera Financial Group systems for employment purposes.

Drivetrain is on a mission to empower businesses to make better decisions. Our financial planning & decision-making platform helps companies scale and achieve their targets predictably. Drivetrain is a remote-first company headquartered in the San Francisco Bay Area. Founded in 2021 by a couple of ex-Googlers, Drivetrain is a fast-growing company on a trajectory for success with backing from leading venture capital firms. Drivetrain provides a great culture for its employees to thrive in and be happy. 💜 Remote-friendly: Drivetrain brings together the best and the brightest, no matter where they are and provides them a great degree of autonomy. We trust our people.🗣️ Open & transparent: We know that when our creators have access to all the information they need, their best work will emerge.👏 Idea-friendly: We provide an environment to explore new ideas, to take risks, to make mistakes, and to learn, so you can succeed. Anyone in the company can come up with great ideas and become a catalyst for positive change. We let the best ideas win.👥 Customer-centric: We follow a product-led growth strategy, continuously learning from our customers and collaborating to build the amazing software that Drivetrain is. About the role Drivetrain is looking for a Financial Planning and Analysis (FP&A) high caliber professional to join our team. In this role you'll lead all of Drivetrain's customer enablement activities and help our customers derive high value from Drivetrain. You won't be going it alone, though. You'll be collaborating on a regular basis with our sales & product implementation teams to ensure customer success delivery. In this role, you will become Drivetrain's FP&A subject matter expert-the “go-to” for our business customers, advising founders, business and finance leaders on all their planning and forecasting needs that Drivetrain addresses. What you'll be doing You will be the subject matter expert providing the bridge between our product team and our customers. In this role, you will help define product strategy and identify key features that will delight our customers and meet their needs. You'll assist our customers in developing templates and models for their unique business within Drivetrain so they can derive the greatest value possible from the platform. You will work closely with sales and marketing teams to design and implement customer success strategies. Facilitated by daily interactions with our customers, you'll also help to identify new use cases that Drivetrain can solve. As our leading subject matter expert, you'll provide technical guidance to our customers on financial reporting, defining business metrics, conducting financial analyses within Drivetrain. You'll also assist sales on calls when appropriate to provide deeper dives into the functional use cases of the product. You'll get to collaborate with industry leaders, investors and & CFO's, to build an expert-level understanding of tech trends impacting the CFO's office. Within the larger community of strategic finance professionals, you'll serve as a champion of Drivetrain, evangelising its applications within the larger community of strategic finance professionals. You will build a small team of customer success specialists and interns, establishing individual and team metrics and reporting on their success. What you'll bring to the role We're looking for someone who is aspirational, self-driven, and proactive by nature and who possesses the following essential skills and attributes: 2-5 years of relevant experience in corporate FP&A setups Top-notch written and verbal communication skills Strong analytical skills with a creative mindA collaborative mindset A desire to help others, whether they be colleagues or customers Sounds exciting? Apply at *********************. It may just be the next best decision you've ever made!

Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. This position is best for a candidate who seeks to sharpen technical competency before advancing towards a client facing advisor role or is exploring the various career paths of a financial planner. The planner will be exposed to numerous advisors and clients to deliver comprehensive financial planning modules, utilizing various software and proprietary tools, as well as through working with our other in-house specialists in investments, tax, estate planning, and insurance solutions. To succeed in this position, one must be detail and process-oriented, analytical and have a high degree of follow-through and strong communication skills. Essential Job Functions for the Financial Planner II will include: Prepare financial plans for prospective and existing clients. This includes spending plans, investment analysis, retirement projections, Social Security analysis, education-funding analysis, stock options analysis, estate-planning analysis, tax planning, asset protection, and risk management needs analysis. Work with sales, advisors and clients to gather, organize and process data to prepare the financial planning analysis. Fluency with financial planning tools (ex: eMoney, Morningstar, SS Analyzer, CRM, portfolio accounting). Partner with advisor teams to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future. Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs. Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client. Keep current on financial planning topics including, but not limited to, wealth transfer strategies, complex retirement needs, Social Security, and tax planning. Co- present financial planning concepts and analysis with advisors. Assist with creating and implementing procedures to improve efficiency and enhance client experiences. Required Knowledge, Skills and Abilities: Bachelor's degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology or Finance related) Must have a Certified Financial Planner (CFP ) designation or must have a S65 and completed CFP coursework 3 years client facing financial planning experience. Excellent verbal, written, analytical and organizational skills Proficiency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, SS Analyzer, portfolio analysis). Ability to work independently managing and prioritizing deliverables Must be highly flexible and confidential with all matters Ability to travel up to 20% required Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Travel assumed up to 20% of the time. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Pay Range $65,450-$77,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: Company Paid Basic Life & AD&D Insurance Company Paid Short-Term and Long-Term Disability Insurance Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan. Two comprehensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for child and dependent care. 14 Company Paid Holidays with a full week off at Thanksgiving. Generous paid time off program for vacation and sick days Employee Assistance Plan Family Medical Leave Paid Parental Leave (6 weeks) Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time. Adoption Assistance Reimbursement Program Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more. 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Pet Insurance We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email *****************************. Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants have rights under federal employment laws: Family and Medical Leave Act (FMLA) Employee Polygraph Protection Act (EPPA) Equal Employment Opportunity (EEO) U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. 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IT'S TIME FOR A CHANGE, START 2024 OFF THE RIGHT WAY Maharaja Enterprises LLC - Creative Financing Experts Commision Based Pay: 2 points per funding secured Maharaja Enterprises LLC in Dallas, GA is looking for one Investor Relations Specialist to join our strong team. Our ideal candidate is attentive, ambitious, and hard-working. Investor Relations Specialist (Full-time/Part-time): As an Investor Relations Specialist at Maharaja Enterprises, your responsibilities will include: Investor Relations Sourcing: Identify and source potential equity capital partners, including individuals, institutional investors, private equity firms, and other sources of equity funding. Relationship Building: Cultivate and maintain strong relationships with equity capital partners, fostering trust, credibility, and long-term partnerships. Investment Analysis: Conduct comprehensive financial analysis and due diligence on potential equity capital investments, evaluating investment opportunities, risks, and potential returns. Investment Structuring: Develop and structure investment deals, including negotiating terms, equity stakes, investment amounts, and exit strategies, to optimize returns for both Maharaja Enterprises and equity capital partners. Deal Negotiation: Lead negotiations with equity capital partners, ensuring favorable terms, alignment of interests, and mutually beneficial agreements. Investment Presentation: Prepare compelling investment presentations and pitch materials to effectively communicate investment opportunities to equity capital partners, highlighting the value proposition, potential returns, and risk profiles. Investment Portfolio Management: Monitor and manage the performance of equity capital investments, tracking financial metrics, conducting periodic reviews, and making strategic adjustments as necessary. Risk Assessment: Evaluate and mitigate investment risks by conducting thorough market analysis, industry research, and financial modeling. Compliance and Regulation: Stay informed about relevant laws, regulations, and compliance requirements related to equity capital investments, ensuring adherence to legal and regulatory standards. Reporting and Documentation: Prepare regular reports, presentations, and documentation to provide updates on equity capital investments, performance metrics, and investment portfolio status. Collaborative Teamwork: Collaborate closely with other team members, including executives, legal counsel, and investment professionals, to ensure seamless coordination, alignment, and execution of equity capital strategies. Market Research: Continuously monitor market trends, industry developments, and investment opportunities to identify potential equity capital sources and stay informed about emerging market dynamics. As an Investor Relations Specialist, you will play a crucial role in securing equity capital for Maharaja Enterprises' real estate ventures, fueling growth, and optimizing investment opportunities. Your expertise in equity capital sourcing, deal structuring, and relationship management will contribute to the overall success of the company's equity capital strategies. Experience: - Experience in finance, economics, or a related field - Strong knowledge of investment banking, financial planning, and investment management principles - Proficiency in financial concepts and analysis techniques - Excellent analytical and problem-solving skills - Strong attention to detail and accuracy in data analysis - Effective communication skills to explain complex financial concepts to clients - Ability to work independently and as part of a team Imagine a vibrant and dynamic environment where countless leads await you. Our system is brimming with potential opportunities, and we continue to add more each day. But that's not all. We believe in setting you up for success. You will have access to a plethora of leads, receive comprehensive sales training on a daily basis, experience personal growth as an investor (as we grow, so do you), and have the incredible opportunity to earn while you learn the intricacies of real estate. And let's not forget our exceptional disposition team, passionately selling deals nationwide! However, here's the reality: Compensation: Commission based. Earning potential is unlimited! This business only thrives if you are willing to put in the work. Our motto is simple, yet powerful: EAT WHAT YOU KILL. If you lack self-motivation, hunger for success, and the willingness to learn and collaborate with like-minded individuals, then we are not the right fit for you. Please do not fill out the application if you cannot commit to this level of dedication. But if this resonates with your entrepreneurial spirit and you are ready to put in the effort to master this business and achieve remarkable financial rewards, then look no further! Take that first step towards an extraordinary future by filling out our application We are looking forward to reading your application. Job Types: Full-time, Part-time, Pay: Commission Benefits: Employee assistance program Employee discount Flexible schedule Professional development assistance Work from home Experience level: experience needed Schedule: Choose your own hours Monday to Friday Weekend availability Experience: work (Preferred) Work Location: Remote Note: This job description is not exhaustive and may be subject to change or modification at any time. Job Types: Contract, Part-time, Full-time Benefits: Professional development assistance Schedule: 10 hour shift 12 hour shift 4 hour shift 8 hour shift Choose your own hours Monday to Friday Supplemental pay types: Commission pay Work Location: Remote Job City Dallas,GA. State Georgia Country USA Job Name Investors Relations Specialist

Job DescriptionJoin a team that values mentorship, structure, and growth. You'll be trained to support client solutions while developing your own career path. This role offers flexibility and uncapped earnings. What We Provide Training & mentorship (no experience required) Access to reputable insurance carriers Optional third-party benefits and incentive opportunities Remote work with flexible scheduling Trips, bonuses, and optional benefits are performance-based and not guaranteed. Requirements Life Insurance License (or willing to obtain - state timelines vary) Authorized to work in the U.S. Must pass a background check Self-motivated and comfortable working independently Prior sales, service, or leadership experience is helpful but not required Compensation Commission paid directly by partnered carriers Earnings are based on individual sales performance Opportunities for higher commission tiers and bonuses based on results How to Apply If you're looking for a flexible, sales-driven career helping families protect their financial future, apply today to schedule a short introductory call.

Application Deadline: 01/30/2026 Address: VIRTUAL(U)13 - HomeRes - IL Job Family Group: Wealth Sales & Service This is a 100% remote opportunity! Work Schedule: Monday - Friday, Operating hours are 10 am - 7 pm Central Time (schedule is mostly flexible throughout the week, however you must be available to work the 10-7pm CST shift as needed) Licensed Position : Active Series 7, 66 or 7,63+65 and Life and Health are Required for this role Financial Advisor This role is accountable to invoke trust and build strong client relationships, determine individual investment needs and provide professional, customized advice to ensure client's financial goals are met. You will provide a superior client onboarding experience, actively reviewing client portfolios and preparing and presenting appropriate investment solutions by leveraging various tools provided by the bank. Being the first point of client contact, the Financial Advisor's core mandate is to provide investment recommendations based of client suitability, time frame and goals. The Financial Advisor has the ultimate goal of building and solidifying customer loyalty while deepening client relationships. Customer Understanding financial markets and recognize when to provide clients advice Builds trust and strong customer relationships by educating them on acceptable risks and performance expectations that help them achieve their financial goals. Maintains excellent client relationships and creates customized action plans to assist customers to achieve their financial goals. Investment product subject matter expert (15 product categories) Mutual Funds Annuities Managed Accounts Marked Linked CDs Unit Investment Trust Retirement planning Fee Based Account annual reviews Financial Responsible for the continued growth of the portfolio Meet monthly sales goal Outside Asset Gathering (i.e., prospecting from existing and net new clients) Advice on Maturities Uncovering uninvested opportunities Asset Retention Manage direct client relationships and maintaining a group of clients with total assets of $100MM Risk Adhering to internal and FINRA (Financial Industry Regulatory Authority) Audit requirements The Advisor is to act as the gatekeeper and is responsible for various approvals in order to satisfy industry regulators Financial Advice Investment Reviews Developing Financial Plans Solution Positioning Protecting client Personal Information AML (Anti Money Laundering) Implementing further AML requirements on house and assigned accounts Trading Accuracy Discipline order/confirmation Determine need for the trade Adhere to (BIC) Best Interest Contract for every recommendation Be current and adapting the constantly changing regulatory environment Possess strong knowledge and act as resource on software including LPL's ClientWorks, SalesForce, and Moneyguide-Pro Accountabilities / Decision Making / Scope & Impact Decision Making -- Provide investment recommendations based off client suitability, time frame, and goals Provides wealth and investment-related sales and service to BMO customers or prospects. Understands customer needs to provide wealth and investment advice, strategies, and products in the best interest of the customer. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups. Understanding and ability to explain Cost Basis, Tax documents, IRA (Individual Retirement Account) RMD (Required Minimum Distribution) withdrawals and early withdrawal penalties Attest to client accounts and all regulatory sign offs Influence - Authority to impact Investment Advice in accordance with the BIS offer and applicable securities regulations This role has direct impact on the achievement of key business unit objectives Knowledge and Skills University Degree with a minimum of 3-5 years of financial industry experience Series 7 and 66 or (7, 63 and 65) and insurance licenses (life and health) U4 clear background check requirements Continuing Education - FINRA and BMO administered Why you'll love growing your career here Customizable benefits, and performance bonuses Work in a digitally focused environment where you'll use innovative tools Strengthen your skillsets with access to professional tools, resources, in-depth training and ongoing manager support As North American's eighth largest bank serving customers for 200+ years, connect with thousands of employees to build your professional network and explore more opportunities Salary: $46,000.00 - $85,200.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Job Title: Portfolio Management Group (PMG) Associate Position Description: The Portfolio Management Group (PMG) at J.P. Morgan is seeking a proactive and growth-oriented Associate to join our dynamic team. PMG is responsible for the comprehensive management, monitoring, rebalancing, and execution of global trading strategies across discretionary investment management and trust portfolios. This role supports over 1 million client accounts within J.P. Morgan Private Bank and U.S. Wealth Management. Roles and Responsibilities: Investment Implementation Portfolio Management: Monitor, invest, manage, and trade both discretionary and non-discretionary scalable accounts across various products. Review and trade client account portfolios, manage orders, and execute trades. Manage cash and security activity/drift in client accounts. Handle client account requests and maintenance. Align client accounts for Manager Model Trades. Knowledge and Oversight: Maintain a comprehensive understanding of investment solutions utilized within Wealth Management Advisory Solutions (WMAS), including mutual funds, exchange-traded funds, structured notes, hedge funds, and separately managed accounts. Perform account oversight for model drift and strategy deviation. Client and Internal Relationship Management: Manage internal client relationships with Solutions Product Teams and Investors. Collaborate with various business partners (Technology, Managed Product Operations, Product Teams) to develop new business processes/systems/applications, focusing on building automation, scale, and efficiencies. Essential Skills/Qualifications: Strong interest in and knowledge of financial markets and instruments. High attention to detail and consistently demonstrates good judgment in risk and controls. Ability to prioritize work independently and act with urgency to deliver accurate, timely results. Capable of multitasking and thriving in a fast-paced, growing environment. Demonstrates accountability and responsibility for actions and results. Strong interpersonal and teamwork skills. Proficiency in Python, including experience with libraries such as Pandas and NumPy for data analysis, insights, and automation. Ability to utilize JPM AI resources and applications effectively. Previous experience in alternatives, trading, or managed discretionary accounts implementation/management. Requirements: Bachelor's degree. 2+ years of experience in the financial services industry, with a preference for Private Wealth Management experience. This position offers an exciting opportunity to work in a dynamic environment, contributing to the success of J.P. Morgan's wealth management services. We are looking for someone who is curious, eager to innovate, and ready to grow with us. If you are passionate about financial markets and have the skills and experience outlined above, we encourage you to apply.

Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals, families and high achievers of all types enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you. This is a detail oriented administrative position that supports a wealth management team in providing exceptional service and advice to our clients, with coordination and collaboration alongside client services, data management and investment support staff. Essential Duties and Responsibilities Ensure the timely completion of assigned tasks related to client records Direct client contact via email or phone Coordinate oral and written communications and client related documents Prepare quarterly client portfolio reports Verify the accuracy of the information contained in client reports Prepare account applications and general account maintenance Assist in the portfolio rebalancing process Complete special projects Required Skills and Experience Knowledge of basic financial planning, income tax, equities, mutual funds, and other financial information is required. Excellent oral and written communication skills. Working experience in a Windows environment Proficiency in Microsoft Office applications Experience working with Web-enabled applications and database software Preferred Skills 1 -3 years of experience in the financial planning field is preferred Experience with various portfolio management and client relationship software such as Tamarac, iRebal, eMoney, and CRM Databases Education and Job Experience Requirements Bachelor's degree in the field of financial planning or finance The preferred candidate will have, or will be working toward earning the Certified Financial Planner (CFP) designation We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. As a Licensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry. **Job Responsibilities** + Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone + Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs + Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions + Document all client interactions and meeting all regulatory requirements around these activities **Required qualifications, capabilities, and skills** + Strong compliance record in prior position(s) and ability to hold a registration in all 50 states + Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment + Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change + Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships **Preferred qualifications, capabilities, and skills** + Bachelor's degree preferred or equivalent experience + 2 years of relevant financial services or brokerage experience + Flexibility, self-motivation, coachability, and passionate for helping people + Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base **Additional information** + Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days. + Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days) Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **Responsibilities** + Assembles the past due report and interacts directly with vendors to obtain payments and reconcile discrepancies + Learns the Cardinal systems to track and validate the calculations of supplier rebates + Support the sourcing team to ensure the Cardinal system reflects the most up to date and current contracts, thereby ensuring the supplier rebates are calculated correctly + Assist vendors and internal sourcing teams with any disputes/inquiries + Assist internal cash team with payment application details for vendor payments + Assist with month end close activities, which consist of ensuring manual rebates are calculated correctly, all manual billings are reclassified to the correct general ledger accounts and checking the systematic rebates for accuracy **_Qualifications_** + 3-6 years of experience, preferred + Bachelor's degree in related field, preferred, or equivalent work experience, preferred + Proficient in Microsoft Office Suite (e.g. Excel) + Experience with SAP or similar ERP systems + Experience with contracts and agreements + Strong organizational skills + Strong communication skills **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500 - $96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 2/16/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

Help students navigate the financial aid process and reach their educational goals. Take students on a tour of their financial aid options. Guide them through the maze of rules, regulations and other challenges to help realize their educational goals. Explain funding options available to individuals as a financial aid advisor with Colorado Technical University. Our team is committed to making a difference, one amazing student at a time. We invite you to do the same in this exciting role: Financial Aid Advisor Apply your active listening and problem-solving skills to carve a path for new students on their journey through the financial aid process. You will connect via phone, email, and messaging app to determine eligibility for Title IV and other aid sources, and ensure that students have a solid understanding of their document requirements, viable payment options and the borrowing process. What you'll do * Provide an overview of the financial aid process and available programs. * Offer assistance for paperwork, award information, and options available to cover educational expenses. * Evaluate submitted documentation and communicate any additional requirements. * Calculate tuition and financial aid awards based on student schedule and eligibility. * Deliver excellent service while meeting performance metrics. * Ensure compliance with Title IV, state, military, VA and institutional policies. * Review changes to financial aid eligibility throughout each student's degree program. What is required * Ability to understand and apply internal and government policies, procedures and guidelines * Capacity to perform calculations, including gross and net amounts based on percentages * Ability to simplify complex information, communicate options, and answer questions for students * Proficiency in sorting, filtering, finding and adjusting data in spreadsheets and using web-based resources * High school education or equivalent; associate's degree from an institution of higher learning accredited by an agency recognized by the U.S. Department of Education (or international equivalent) preferred * Financial aid experience preferred About Colorado Technical University (CTU) For 55 years, Colorado Technical University (CTU) has helped students fit a real-world education into their busy daily lives. With nearly 80 degree programs and concentrations in which students can pursue a variety of degrees at the associate, bachelor's, master's and doctoral level. CTU provides flexible online classes, accessible through the University's Virtual Campus or the innovative CTU Mobile app. CTU also maintains two ground campus locations in Colorado Springs and Aurora, Colo. With the help of faculty and industry professionals, CTU has awarded over 109,000 degrees to traditional campus and online students since 1965. For more information about CTU, visit *********************

Job Description Yellowstone Life Insurance Agency, LLC, an Integrity Company, is currently seeking a Virtual Financial Advisor to join our team. As a Virtual Financial Advisor, you will provide personalized financial advice and solutions to clients to help them reach their financial goals. This is a remote position, allowing you to work from the comfort of your own home. In this role, you will be responsible for building and maintaining relationships with clients, assessing their financial needs, and recommending appropriate investment and insurance products. You will guide clients through the financial planning process, helping them make informed decisions about their investments, retirement planning, and insurance coverage. As a Virtual Financial Advisor, you will have access to our comprehensive suite of financial products and resources to assist you in providing top-notch service to your clients. You will collaborate with a team of experienced professionals to ensure that clients receive the best financial advice and solutions. This is a great opportunity for a motivated self-starter with excellent communication skills and a passion for helping others achieve their financial goals. If you are someone who thrives in a remote work environment and enjoys working independently, this could be the perfect opportunity for you! Responsibilities: Build and maintain relationships with clients, acting as their primary point of contact for all financial matters. Assess clients' financial needs and goals through thorough analysis and consultation. Recommend suitable investment and insurance products based on clients' risk tolerance, time horizon, and financial objectives. Create and present customized financial plans to clients, outlining their current financial situation and proposing strategies to help them achieve their goals. Monitor clients' investment portfolios and make recommendations for adjustments as needed based on market conditions and clients' changing circumstances. Stay up-to-date with industry trends and regulatory changes to ensure compliance with all relevant regulations and guidelines. Requirements A minimum of 2 years of experience in financial planning or a related field. Strong knowledge of investment products, retirement planning strategies, and insurance solutions. Excellent interpersonal and communication skills, with the ability to build rapport with clients and explain complex financial concepts in a clear and concise manner. Ability to work independently and remotely, with a high level of initiative and self-motivation. Series 7 and Series 65 or 66 licenses required. Bachelor's degree in finance, economics, or a related field preferred. Benefits Freedom & ability to work virtually