Finance Professional jobs at Dcca - 133 jobs

💼 Asset Movement Team Associate - Finance Entry-Level Opportunity (Full-Time) 🎯 Perfect for Recent Grads! Are you a recent graduate with less than 1 year of experience or finance internships? This is your foot in the door to the finance industry! ⚠️ Contract Position - 3 months duration 📋 What You'll Do: Review and approve money movement transactions 💸 Provide world-class customer service 🌟 Work with Morgan Stanley branch associates Apply risk policies to prevent fraud 🔒 Stay current on SEC/FINRA compliance rules 📚 🎓 What We're Looking For: Recent college graduates or equivalent experience Basic experience with Microsoft Suite 💻 Strong communication and interpersonal skills 🗣️ Attention to detail and organizational skills 📊 Ability to learn new systems quickly ⚡ 🌟 Why This Role? Fast-paced, high-quality work environment Team collaboration with critical thinking Exposure to compliance and risk management Technology and project experience Excellent entry point into finance career! 💡 Additional Opportunities Available! We have other positions available for recent grads! If you think you'd be a good fit, please reach out to me - I'd love to discuss more opportunities that might align with your career goals! 📞✨

Laird Norton Wetherby (LNW) is seeking a full-time Impact Investment Analyst to join our team. Nature of the Role As part of the 10-person Investment Team, the Impact Investment Analyst position supports the Chief Impact Officer; Chief Investment Officer; Director, Private Equity Strategies; Portfolio Management & Investment Committee (PMIC); as well as our clients and internal client facing professionals. This position combines investment research, asset allocation, and portfolio/risk management skills, with a focus on researching and underwriting private impact investment strategies (i.e., impact private equity, venture capital, etc.) as well as impact-first, catalytic investment strategies across alternative asset classes. The Analyst is expected to source and diligence impact investment strategy ideas, monitor existing portfolio investments, maintain domain expertise in the private impact markets, build and maintain strong relationships within the impact investing industry, contribute to portfolio and risk management efforts, and work closely with Client Service colleagues and external clients. Your Role and Responsibilities & Skills and Attributes Source and lead the diligence of impact private investment strategies which may be new to portfolios, or upgrades to existing investments, with a focus on thematic impact investing opportunities. Conduct and complete searches and due diligence on a timely basis. Searches will include analyzing and forming opinions on both the quantitative and qualitative aspects of investment firms' strategies and the firms that manage them. Searches and idea generation will come from identifying and utilizing the proper databases and analytical tools as well as the Investment Analyst's industry relationships. Evaluate how private capital managers integrate environmental, social and governance considerations in their investment processes and, for thematic impact strategies, how they report on impact outputs and outcomes. Shepherd investment recommendations through the due diligence process ending with presenting a formal recommendation to the PMIC. Build and maintain strong relationships with third party asset managers and as well as LNW's network of industry contacts. Research and maintain a continuous understanding of relevant asset class dynamics and be a contributor to the firm's asset allocation, portfolio construction, risk management and capital market update processes. In partnership with the Director, Private Equity Strategies, develop a clear, understandable process for decision-making within private markets, supported by relevant and maintainable indicators. In partnership with the Director, Private Equity Strategies, produce and maintain updated expected return estimates for private markets. In partnership with the Director, Private Equity Strategies, monitor the current macroeconomic environment, near-term trends, and asset class metrics including fundamentals, valuation, sentiment and liquidity factors. Provide formal firm-wide quarterly reviews (written and verbal) of investment performance and attribution for the Investment Analyst's coverage universe and contribute to as well as the Investment Team's macro-economic updates. Participate in client meetings as requested. Create internal investment communication and client-friendly investment-related publications as needed. Participate in PMIC meetings as needed in support of specific conversations. More About You Have at least 7 years of relevant experience in the private capital markets and in impact investing and manager research/capital allocation, with a relevant industry network Display excellent organizational, analytical, critical thinking, communication and social skills, and take immediate ownership of your work Ability to work with others and resourcefulness in navigating an organization Possess a strong work ethic and are a standout colleague Exhibit intellectual curiosity Strong presentation skills and comfort with client-facing interactions Demonstrate proficiency of Microsoft Office suite (with an emphasis on Excel) Experience with Morningstar Direct, Bloomberg, Evestment, Preqin, Cobalt is a plus Strong computing skills and the ability to parse, process, and analyze large datasets Experience with programming languages, databases and tools; knowledge of Python is a plus Higher degree, i.e. MBA or similar, or participation in CFA program is a plus Compensation and Benefits We provide a competitive salary commensurate with your experience and skills and offer an annual bonus program based on company and individual success, business development incentives and company equity opportunities. The hiring salary range for this position is $175,000 to $225,000, depending on location and experience. The salary range applies to the current posting and may change in the future. The posted salary range may vary for key factors including, but not limited to, education, job-related knowledge, experience, skill set, and geographic location. We offer excellent benefits including medical, dental and vision coverage, generous time off, flexible spending plans for health care and dependent care, 401(k) plan, educational reimbursements. For details of all benefits, please visit our website here. Our Team You will be joining a team that is dedicated to helping our clients achieve their goals by providing exceptional investment management and wealth planning services. Putting our clients first guides our decision-making and culture, and allows us to build long-term, caring and trusted relationships. We love working in a professional yet relaxed working environment. We encourage openness, active listening, mutual respect, candor and integrity. We cultivate a diverse and inclusive work environment where we encourage a work/life balance through a generous PTO policy and flexible work hours. We enjoy each other's company at team and semi-annual firm wide outings. We take a hybrid in-office/remote working approach. About Us Laird Norton Wetherby (LNW) serves exceptional families and individuals seeking to activate the full potential of their wealth. To help turn lifelong ambitions and multigenerational aspirations into reality, LNW brings to each client relationship a high level of care combined with deep expertise in wealth and legacy planning, investments, and trust and estate services. Offering both RIA (Registered Investment Advisor) and trust services, LNW is committed to providing clients with unbiased, independent guidance and solutions. LNW has offices in Seattle, San Francisco, New York, Los Angeles and Philadelphia, as well as an affiliated trust company in South Dakota, empowering clients across the U.S. and around the world. LNW is owned by employees and majority owned by Laird Norton Company, one of the longest-sustained family enterprises in the United States. To learn more, please visit LNWAdvisors.com. Additional Information Our firm aims to cultivate an inclusive environment and culture that fosters growth, collaboration and acceptance; where we celebrate the diverse voices and perspectives of our employees; and where employees feel empowered to bring their full, authentic selves. Our diversity drives us forward and helps us build deeper relationships with our clients and our community. The firm is an equal opportunity employer and prohibits discrimination against employees, applicants for employment, individuals providing services in the workplace pursuant to a contract, unpaid interns and volunteers based on their actual or perceived sexual orientation, gender, gender identity, gender expression, ancestry, marital status, registered domestic partner status, military and veteran status, civil air patrol status, national origin, immigration status, pregnancy (including childbirth and related medical conditions, and including medical conditions related to lactation) or medical condition (cancer and genetic characteristics). * As of 1/12/2026

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial. Job Overview: As a Financial Service Professional at LPL Financial, you will provide exceptional service to our advisors and their investors. This role combines client interaction, problem-solving, and collaboration, offering a gateway to a rewarding career in financial services. You'll start with a comprehensive training program and progress into a dynamic, client-facing role. Responsibilities: Upon graduation from training, you will be onboarded to a team where together you serve as the first point of contact for our Advisors and their Investors, taking 25-30 inbound contacts daily, handling everything from simple account inquiries to supporting complex financial transactions. Our Financial Service Professionals spend their days on a dynamic set of activities including: World-Class Service: You'll have the opportunity to deliver stellar experiences with each interaction, embodying our client-centric values. Problem Solve & Advise: Utilize your critical thinking to resolve issues in real-time, ensuring client satisfaction and fostering strong relationships. Research & Navigate: Conduct detailed research and navigate various databases to provide accurate solutions for our clients. Collaborate & Innovate: Work collaboratively with internal teams to ensure efficient and effective resolutions, emphasizing a team-oriented approach. What are we looking for? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements: Bachelor's degree or equivalent education and experience. Securities Industry Essentials (SIE) license required within 60 days of employment. Graduation timeframe between May 2025 and June 2026. 0-2 years in a client-facing, service-oriented role. Ability to work scheduled shifts between 8 AM and 8 PM EST, Monday-Friday. Core Competencies: High empathy and passion for helping people. Strong problem-solving and critical thinking skills. Attention to detail and ability to navigate multiple systems. Exceptional verbal and written communication skills. Initiative-taking attitude with a strong sense of ownership. Preferences: Experience or education in financial services. Familiarity with customer service software and multi-system navigation. SIE certification obtained or in progress. Pay Range: $20.48-$34.13/hour Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit ************ Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from ******************** email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at **************. EAC1.22.25

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial. Job Overview: As a Financial Service Professional at LPL Financial, you will provide exceptional service to our advisors and their investors. This role combines client interaction, problem-solving, and collaboration, offering a gateway to a rewarding career in financial services. You'll start with a comprehensive training program and progress into a dynamic, client-facing role. Responsibilities: Upon graduation from training, you will be onboarded to a team where together you serve as the first point of contact for our Advisors and their Investors, taking 25-30 inbound contacts daily, handling everything from simple account inquiries to supporting complex financial transactions. Our Financial Service Professionals spend their days on a dynamic set of activities including: World-Class Service: You'll have the opportunity to deliver stellar experiences with each interaction, embodying our client-centric values. Problem Solve & Advise: Utilize your critical thinking to resolve issues in real-time, ensuring client satisfaction and fostering strong relationships. Research & Navigate: Conduct detailed research and navigate various databases to provide accurate solutions for our clients. Collaborate & Innovate: Work collaboratively with internal teams to ensure efficient and effective resolutions, emphasizing a team-oriented approach. Career & Community: You'll also have regular time for coaching, career development activities, participate in ERG events and other opportunities to connect with colleagues and build community here at LPL! What are we looking for? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements: Bachelor's degree or equivalent education and experience. Securities Industry Essentials (SIE) license required within 60 days of employment. Graduation timeframe between May 2025 and June 2026. 0-2 years in a client-facing, service-oriented role. Ability to work scheduled shifts between 8 AM and 8 PM EST, Monday-Friday. Core Competencies: High empathy and passion for helping people. Strong problem-solving and critical thinking skills. Attention to detail and ability to navigate multiple systems. Exceptional verbal and written communication skills. Initiative-taking attitude with a strong sense of ownership Preferences: Experience or education in financial services. Familiarity with customer service software and multi-system navigation. SIE certification obtained or in progress. Pay Range: $20.48-$34.13/hour Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit ************ Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from ******************** email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at **************. EAC1.22.25

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!

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial. Job Overview: New Grad 2026 - Foundational Analyst Rotational Program (FAR) - Corporate Finance Are you graduating by June 2026? Are you ready to start your finance career with a dynamic, industry leading company to accelerate your growth and development? Then our two-year FAR Program - Corporate Finance track is the place to start. LPL's finance group will present you with a wide range of challenges and opportunities. We build our success around passionate people and need great finance professionals to help continue our growth. Program Mission Our mission is to develop well-rounded analysts, while providing diverse experiences, extensive industry training, and exciting opportunities to grow your career. In this two-year, full-time rotational program, you will: Analysts will rotate onto three different teams and build crucial skills in financial analysis, corporate strategy, accounting, underwriting, treasury, relationship management, and more Develop a strong understanding of LPL's business and the wealth management industry Gain exposure to LPL's finance leadership team Meet regularly with your department rotation manager and others to receive personalized coaching and mentorship Cultivate new relationships in a fast-growing network of dedicated professionals Have the opportunity to collaborate with your peers, and support a departmental project or strategic financial function What are we looking for? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements: Eligible candidates are required to be undergraduate students pursuing a bachelor's degree with a graduation timeframe between December 2025 and May 2026 3.0 GPA minimum Offer is contingent upon completion of bachelor's degree, successful background screening, and agreement to be local to the Fort Mill/Charlotte office Preferences: All majors are considered, but finance and accounting majors are preferred GPA of 3.3 or higher Strong computer technical skills and proficient in Microsoft applications Effective communication, analytical, and problem-solving skills Passionate, driven, open to new opportunities, and positive attitude High level of motivation and initiative Disclaimer for international students: At this time, for our early career program positions, we're unable to consider candidates who require sponsorship now or in the future. For other positions, within LPL it will depend on the specific position. You will be responsible for obtaining and providing to LPL the required I-9 documentation as part of our onboarding process. Positions offered are for full-time work at 40 hours per week. Please consult your Designated School Official to confirm your eligibility with your school ability prior to applying. Pay Range: $29.36-$48.93/hour Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit ************ At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit ************ Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from ******************** email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at **************. EAC12.9.25

The best and the brightest always have choices in the accounting & finance industries. We want you to view your time with Siegfried as an investment in your future that pays dividends along the way. The longer you stay with Siegfried the wider breadth of accounting & finance opportunities and experiences you will gain. No two paths at Siegfried look the same. Apply now to start working with many of the nation's largest corporations on their most important financial and accounting projects of critical strategic significance. Invest your time in tackling unique, challenging, and one-of-a-kind projects inside the walls of Fortune 1000 and other large companies. Initial Public Offering (IPO) readiness, mergers and acquisitions, carve-outs…we have it all and more. Our Firm is interested in hiring accounting and finance professionals - Certified Public Accountants, Accounting Managers, Financial Reporting Managers, Senior Accountants, Audit Managers, Audit Seniors, etc. - who are looking to broaden their skill sets and gain valuable experiences to help enhance their marketability and advance their careers. Take advantage of Siegfried's lucrative incentive plans and competitive base salary, which are part of our Total Compensation Philosophy. Additionally, we offer comprehensive benefit plans, including healthcare/dental/vision, paid vacation/sick time, paid holidays, 401k, profit sharing, allowance for professional development, and more! Professional Attributes High energy and enthusiasm, with a strong commitment to exceeding client expectations. Flexibility and openness to work on a variety of assignments, industries, and roles. Ability to learn quickly, make an immediate impact, and provide value-added service to our clients. Strong communication & interpersonal skills, displaying the ability to connect and build relationships with clients, Firm leadership, & peers. Confidence in professional aptitude and ability to effectively convey skills, knowledge, and qualifications to clients. Team player with a strong desire to be an active, long-term participant in the growth of the local office and Firm overall. Entrepreneurial spirit and belief in the opportunities that Siegfried offers. Interest and passion to get involved in other professional experiences such as Business Development and Recruiting. Skills, Knowledge, and Qualifications Undergraduate degree in accounting or finance External auditors from large CPA firms with 2+ years of experience, including at least one busy season as a senior Combo candidates with external audit and corporate accounting and/or finance experience at a large public corporation are also considered CPA or progression towards, preferred Corporate accounting and/or finance experience at a large public corporation is a plus but not required Excellent analytical, technical, and auditing skills including proficiency in U.S. Generally Accepted Accounting Principles (GAAP) and Financial Accounting Services Board (FASB) rules and standards Strong computer desktop skills required. Advanced Microsoft Excel skills (e.g., macros, pivot tables, etc.) desirable Demonstrated career progression and job stability Learn more about our Total Compensation Philosophy and State Specific Information.

The best and the brightest always have choices in the accounting & finance industries. We want you to view your time with Siegfried as an investment in your future that pays dividends along the way. The longer you stay with Siegfried the wider breadth of accounting & finance opportunities and experiences you will gain. No two paths at Siegfried look the same. Apply now to start working with many of the nation's largest corporations on their most important financial and accounting projects of critical strategic significance. Invest your time in tackling unique, challenging, and one-of-a-kind projects inside the walls of Fortune 1000 and other large companies. Initial Public Offering (IPO) readiness, mergers and acquisitions, carve-outs…we have it all and more. Our Firm is interested in hiring accounting and finance professionals - Certified Public Accountants, Accounting Managers, Financial Reporting Managers, Senior Accountants, Audit Managers, Audit Seniors, etc. - who are looking to broaden their skill sets and gain valuable experiences to help enhance their marketability and advance their careers. Take advantage of Siegfried's lucrative incentive plans and competitive base salary, which are part of our Total Compensation Philosophy. Additionally, we offer comprehensive benefit plans, including healthcare/dental/vision, paid vacation/sick time, paid holidays, 401k, profit sharing, allowance for professional development, and more! Professional Attributes High energy and enthusiasm, with a strong commitment to exceeding client expectations. Flexibility and openness to work on a variety of assignments, industries, and roles. Ability to learn quickly, make an immediate impact, and provide value-added service to our clients. Strong communication & interpersonal skills, displaying the ability to connect and build relationships with clients, Firm leadership, & peers. Confidence in professional aptitude and ability to effectively convey skills, knowledge, and qualifications to clients. Team player with a strong desire to be an active, long-term participant in the growth of the local office and Firm overall. Entrepreneurial spirit and belief in the opportunities that Siegfried offers. Interest and passion to get involved in other professional experiences such as Business Development and Recruiting. Skills, Knowledge, and Qualifications Undergraduate degree in accounting or finance External auditors from large CPA firms with 2+ years of experience, including at least one busy season as a senior Combo candidates with external audit and corporate accounting and/or finance experience at a large public corporation are also considered CPA or progression towards, preferred Corporate accounting and/or finance experience at a large public corporation is a plus but not required Excellent analytical, technical, and auditing skills including proficiency in U.S. Generally Accepted Accounting Principles (GAAP) and Financial Accounting Services Board (FASB) rules and standards Strong computer desktop skills required. Advanced Microsoft Excel skills (e.g., macros, pivot tables, etc.) desirable Demonstrated career progression and job stability Learn more about our Total Compensation Philosophy and State Specific Information.

Description About LegalZoomLegalZoom is on a mission to help people navigate the legal system with confidence and clarity. As a leader in online legal services for over 20 years, we combine technology, attorney-led solutions, and expertise to protect the aspirations, lives, and legacies of millions of customers. If you're ready to contribute to a collaborative, diverse, and distributed group of creative thinkers and problem-solvers, we can't wait to meet you. This hybrid position will work remotely as well as onsite in our Sherman Oaks, CA or Mountain View, CA office. OverviewLegalZoom.com is seeking a Senior Corporate Finance Analyst to join our Corporate Finance team. The highly visible position will be responsible for supporting business leaders, building financial models, identifying revenue and expense opportunities, and concisely reporting results to senior management. The optimal candidate will possess excellent interpersonal skills and critical thinking abilities to collaborate with teams across our organization and foster data-driven decision-making. The Senior Corporate Finance Analyst will report to the Sr. Manager of Corporate Finance. You will Support the monthly forecasting process, streamlining the company operating model Collaborate on the board of directors presentations and earnings call process by developing insightful presentations and supporting materials that summarize quarterly and annual performance Provide thought leadership, helping foster new business lines, simplify existing processes, drive standardization, and build scalable solutions Collect, analyze, and manage quantitative data, build thoughtful excel models, and create meaningful reports to lead business improvement and cost reductions Evolve the budgeting and planning process, assisting with cross-functional projects to improve the integration of key decisions makers with FP&A Work in tandem within the Finance organization to deliver information for planning, actuals, and analysis to drive business performance and identify opportunities and risks You have Bachelor's degree in Finance, Economics, Mathematics, or related field with at least 2-4 years of experience in Consulting, Investment Banking, or Corporate Finance Understand performance metrics used to evaluate internet businesses including subscription products Solid communicator with collaboration skills that focus on teamwork. Comfortable with large volumes of complex data and presenting their findings to senior management Strong worth ethic with ability to manage tight deadlines, prioritize workload and achieve effective results in a fast-paced, dynamic, ever-growing, and often ambiguous environment Must have excellent analytical and organizational skills; demonstrate exceptional attention to detail, accuracy, and follow-through Ability to thrive in a fast-paced, entrepreneurial environment with highly motivated team members Advanced Excel and PowerPoint skills required and other data visualization software skills are a plus LegalZoom is a remote-friendly company and the national range for this role is $77,600 - $124,200. Actual compensation offered will depend on several factors including but not limited to: geographic location, work experience, education, skill level, and/or other business and organizational needs. In addition, an annual bonus, incentive bonus and/or restricted stock units may be provided as part of the compensation package. You will also receive a full range of medical, financial, and other benefits as seen below.● Medical, Dental, Vision Insurance● 401k, With Matching Contributions● Paid Time Off● Health Savings Account (HSA)● Flexible Spending Account (FSA)● Short-Term/Long-Term Disability Insurance● Plus other wellness benefits to include: Fertility Mental Health One Medical Fringe lifestyle benefits up to $250 Join us in making a difference as we build our future and help ensure access to professional legal advice to all! LegalZoom is an equal opportunity employer, dedicated to diversity, equality, and inclusion, and provides equal employment opportunities to all employees and applicants for employment. LegalZoom prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Additionally, LegalZoom is enrolled in the E-Verify program. For additional information on E-Verify, please visit Participation and Right to Work pages.

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial. Job Overview: Wealth Advisors Group (Wealth AG) is a group of corporate employee advisors who provide investment solutions to mass affluent investors virtually and over the phone. The advisor will examine clients' immediate and long-term investment needs, help design solutions that best meet their individual financial goals and help grow our book of 120,000 clients. This is a team-based call center environment that delivers investment advice and guidance over the phone. The ideal candidate will be success driven with a client service attitude and the ability to deliver high touch, professional service. Responsibilities: Delivering financial advice and conducting reviews with clients over the phone via inbound and outbound calling activities Handling and executing client transaction and general customer service requests. Prepare client reports and proposals as required Support other departments and independent financial advisors in their understanding of the program Actively participate in customer service training and other training to remain current with operational policies and procedures Provide regular feedback to the Management team to improve both the advisor experience and operational efficiencies Communicate operational and financial industry policies and procedures. Identify new sales and asset retention opportunities Regularly exercise excellent business judgment Research and resolve advisor and client issues What are we looking for? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements: Bachelor's Degree or equivalent working experience Series 7 Series 63 and 65, or 66 License (or ability to obtain within 90 days of hire) 2 years + of direct client experience within the financial services industry preferred Preferences: Life and Health preferred Excellent telephone service/relationship management skills Proficient in Microsoft Office and web based applications Ability to assist customers in call center environment while accessing data via multiple PC lookup applications. Must have excellent PC and data input skills Prior financial trading experience Ideal candidate will have prior tele-sales experience Must have excellent communication skills, and strong service ethic Previous Experience as a financial advisor Prior LPL trading, financial related Service Call Center experience; or other service related job experience considered #LI-VF Pay Range: $67,500.00-$112,500.00/year The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit ************ At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit ************ Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from ******************** email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at **************. EAC12.9.25

About the Opportunity: LifePro Recruitment is hiring entry-level sales professionals who want to start or grow their careers in remote sales. We have qualified leads and step-by-step training to help you succeed in a performance-based, commission-only role. If you're self-motivated and ready to work, we're ready to help you grow. Key Responsibilities: Conduct virtual consultations via phone or video with individuals who have requested information Identify client needs and offer tailored coverage solutions Follow up with prospects and manage your pipeline in our CRM Participate in ongoing training and mentorship sessions Work independently and meet individual performance goals What We Offer: Commission-based compensation with uncapped earning potential Warm, high-intent leads Remote work with flexible scheduling Access to ongoing coaching, scripts, and support Clear advancement path for motivated individuals Qualifications: No sales experience required-training provided Excellent communication and interpersonal skills Self-disciplined, goal-oriented, and coachable Comfortable using basic digital tools (Zoom, CRM) Must be legally authorized to work in the U.S. Life insurance license preferred (or willingness to obtain with guidance) Ready to take control of your time and income? Apply today to join LifePro Recruitment and build a career that fits your goals and lifestyle. Job Types: Full-time, Part-time, Permanent Pay: $67,090.60 - $80,797.28 per year Benefits: Dental insurance Flexible schedule Health insurance Vision insurance Compensation Package: 1099 contract Bonus opportunities Commission only Commission pay Work Location: Remote

Who We Are: Payments, Orchestrated. Chattanooga-based Transcard offers comprehensive global payment orchestration solutions for banks, fintechs, and businesses. Our embedded payment solutions enable seamless transactions, collaboration, and data sharing with customers and suppliers worldwide. Features include disbursements, receivables, account-to-account payments, cross-border payments, AI insights, and supply chain financing. Transcard's solutions combine multi-rail capabilities, embedded workflows, system of record integration, effortless reconciliation, and bank-grade security to support B2B and B2C payments for businesses of all sizes. Streamline financial operations with digital payments, monitor real-time activity, reduce fraud risk, and improve customer and vendor experience with an all-in-one payment portal. Position Details: Transcard offers an internship program in the FinTech industry. Our program is designed to provide you with meaningful projects utilized by the business. You'll see the direct impact of your contribution and get an inside perspective of your desired field while working alongside some of the best in our industry. We continually strive to identify qualified individuals for post-graduate opportunities beyond the internship program. This intern position will operate Monday-Friday during standard business hours. This position is a paid internship, compensation will be based on the qualifications of the applicant. Our goal is to allow you to gain a better understanding of the day-to-day responsibilities within the Finance and Accounting department while working toward your professional goals as related to your academic coursework. Location: Our corporate office is located in Chattanooga, TN. We prefer our interns to be onsite in Chattanooga, TN. We do offer remote capabilities for qualified individuals. Candidate must reside in the US. We are unable to offer visa sponsorship. Benefits: Transcard offers benefits starting the first of the month following the month of hire for our full-time employees (Medical, Dental, & Vision, 401(k) Match!, Paid Time Off, Life-Disability Insurance, and more) Please apply and see more job requisitions at: ********************************* Essential Duties and Responsibilities: The Finance and Accounting internship will start with a one-on-one meeting with the Chief Financial Officer or your designated personnel to discuss the professional goal of your academic coursework to ensure you meet all academic requirements during the internship. Additionally, the internship will be supervised by our Accounting and Finance team to provide routine feedback and status updates. There will be an exit interview with the Chief Financial Officer and Human Resources for continual improvement of the program. The Accounting and Finance internship will provide exposure to a variety of opportunities within our Finance and Accounting Department. · Exposure to Finance and Accounting and Accounts Payables Departments. · Learn the daily functions of posting wires to accounts, preparing ACH for submission, preparing daily deposits and documentation, update daily cash and settlement spreadsheets, and prepare monthly reconciliations of assigned balance sheet account. · Help prepare monthly journal entries and work with senior accountant to assist with month-end close. · Exposure to receiving and coding invoices for entry into Sage Intacct accounting system including routing for proper authorizations. · Learn the daily functions of working closely with vendors and Transcard staff to verify that all invoices are received and entered in Sage Intacct accounting software. Requirements · Ability to work remotely and independently from direct supervisor as needed. · Must have great time management, communication, and organizational skills. · Proficient in MS Word, Excel, PowerPoint, and Outlook. Education and/or Certifications: · Completed or currently working towards a Bachelor's Degree in Finance and Accounting or similar. · Preferred Finance and Accounting. The above statements are intended to describe the general nature and level of work performed by people assigned to this classification. They are not intended to be a complete list of duties performed. Please do not contact hiring managers directly or attempt to inquire outside of the application portal. Only applications submitted through the official process will be considered. No resumes from 3rd party vendors will be accepted at this time.

About the Opportunity: LifePro Recruitment is hiring entry-level sales professionals who want to start or grow their careers in remote sales. We have qualified leads and step-by-step training to help you succeed in a performance-based, commission-only role. If you're self-motivated and ready to work, we're ready to help you grow. Key Responsibilities: Conduct virtual consultations via phone or video with individuals who have requested information Identify client needs and offer tailored coverage solutions Follow up with prospects and manage your pipeline in our CRM Participate in ongoing training and mentorship sessions Work independently and meet individual performance goals What We Offer: Commission-based compensation with uncapped earning potential Warm, high-intent leads Remote work with flexible scheduling Access to ongoing coaching, scripts, and support Clear advancement path for motivated individuals Qualifications: No sales experience required-training provided Excellent communication and interpersonal skills Self-disciplined, goal-oriented, and coachable Comfortable using basic digital tools (Zoom, CRM) Must be legally authorized to work in the U.S. Life insurance license preferred (or willingness to obtain with guidance) Ready to take control of your time and income? Apply today to join LifePro Recruitment and build a career that fits your goals and lifestyle. Job Types: Full-time, Part-time, Permanent Pay: $67,090.60 - $80,797.28 per year Benefits: Dental insurance Flexible schedule Health insurance Vision insurance Compensation Package: 1099 contract Bonus opportunities Commission only Commission pay Work Location: Remote

About the Opportunity: LifePro Recruitment is hiring entry-level sales professionals who want to start or grow their careers in remote sales. We have qualified leads and step-by-step training to help you succeed in a performance-based, commission-only role. If you're self-motivated and ready to work, we're ready to help you grow. Key Responsibilities: Conduct virtual consultations via phone or video with individuals who have requested information Identify client needs and offer tailored coverage solutions Follow up with prospects and manage your pipeline in our CRM Participate in ongoing training and mentorship sessions Work independently and meet individual performance goals What We Offer: Commission-based compensation with uncapped earning potential Warm, high-intent leads Remote work with flexible scheduling Access to ongoing coaching, scripts, and support Clear advancement path for motivated individuals Qualifications: No sales experience required-training provided Excellent communication and interpersonal skills Self-disciplined, goal-oriented, and coachable Comfortable using basic digital tools (Zoom, CRM) Must be legally authorized to work in the U.S. Life insurance license preferred (or willingness to obtain with guidance) Ready to take control of your time and income? Apply today to join LifePro Recruitment and build a career that fits your goals and lifestyle. Job Types: Full-time, Part-time, Permanent Pay: $67,090.60 - $80,797.28 per year Benefits: Dental insurance Flexible schedule Health insurance Vision insurance Compensation Package: 1099 contract Bonus opportunities Commission only Commission pay Work Location: Remote

About the Opportunity: LifePro Recruitment is hiring entry-level sales professionals who want to start or grow their careers in remote sales. We have qualified leads and step-by-step training to help you succeed in a performance-based, commission-only role. If you're self-motivated and ready to work, we're ready to help you grow. Key Responsibilities: Conduct virtual consultations via phone or video with individuals who have requested information Identify client needs and offer tailored coverage solutions Follow up with prospects and manage your pipeline in our CRM Participate in ongoing training and mentorship sessions Work independently and meet individual performance goals What We Offer: Commission-based compensation with uncapped earning potential Warm, high-intent leads Remote work with flexible scheduling Access to ongoing coaching, scripts, and support Clear advancement path for motivated individuals Qualifications: No sales experience required-training provided Excellent communication and interpersonal skills Self-disciplined, goal-oriented, and coachable Comfortable using basic digital tools (Zoom, CRM) Must be legally authorized to work in the U.S. Life insurance license preferred (or willingness to obtain with guidance) Ready to take control of your time and income? Apply today to join LifePro Recruitment and build a career that fits your goals and lifestyle. Job Types: Full-time, Part-time, Permanent Pay: $67,090.60 - $80,797.28 per year Benefits: Dental insurance Flexible schedule Health insurance Vision insurance Compensation Package: 1099 contract Bonus opportunities Commission only Commission pay Work Location: Remote

About the Opportunity: LifePro Recruitment is hiring entry-level sales professionals who want to start or grow their careers in remote sales. We have qualified leads and step-by-step training to help you succeed in a performance-based, commission-only role. If you're self-motivated and ready to work, we're ready to help you grow. Key Responsibilities: Conduct virtual consultations via phone or video with individuals who have requested information Identify client needs and offer tailored coverage solutions Follow up with prospects and manage your pipeline in our CRM Participate in ongoing training and mentorship sessions Work independently and meet individual performance goals What We Offer: Commission-based compensation with uncapped earning potential Warm, high-intent leads Remote work with flexible scheduling Access to ongoing coaching, scripts, and support Clear advancement path for motivated individuals Qualifications: No sales experience required-training provided Excellent communication and interpersonal skills Self-disciplined, goal-oriented, and coachable Comfortable using basic digital tools (Zoom, CRM) Must be legally authorized to work in the U.S. Life insurance license preferred (or willingness to obtain with guidance) Ready to take control of your time and income? Apply today to join LifePro Recruitment and build a career that fits your goals and lifestyle. Job Types: Full-time, Part-time, Permanent Pay: $67,090.60 - $80,797.28 per year Benefits: Dental insurance Flexible schedule Health insurance Vision insurance Compensation Package: 1099 contract Bonus opportunities Commission only Commission pay Work Location: Remote

Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Universal 1 Credit Union in Dayton, OH would allow you to join Universal 1 Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Universal 1 Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to Universal 1 Credit Union for financial solutions. This position will offer: The ability to service an existing book of business upon hire The ability to build a strong client base with the credit union's exceptional referral system Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals The opportunity to find new clients via the credit union's member base The opportunity to create client solutions without proprietary products The ability to grow your business with LPL's combination of tools, technology, and support The benefit of LPL's experience helping financial institutions grow and maximize their investment programs The opportunity to capitalize on the credit union's reputation and community standing As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes: Access to our proprietary technology and a suite of customized services An open architecture platform with access to thousands of investment products from leading third-party product sponsors Resources and expertise across the firm to help you create client solutions The freedom to create solutions specific to your client's goals Whatever your vision of success, we're with you every step of the way. Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with TruStage, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. ***REQUIRED DISCLOSURE(S) These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Universal 1 Credit Union. Tracking # 1-05026674 Pay Range:48000 - 60000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

Job Description About Duncan Financial Group Headquartered in Irwin, Pennsylvania - we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset is our employees. We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-run for over 45 years, our diversified professionals get to know the needs of every client to deliver award-winning service for all their insurance, wealth management, and accounting needs. Built on a solid foundation, our relationships last for generations. Duncan Financial Group is quickly expanding both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us. At Parkhurst Financial Services we focus on developing long-term relationships with our clients to assist them in reaching all their personal and financial goals. Our goal for every client is to help them realize their own dreams while building a legacy for future generations, if desired. We do this through extensive data gathering, careful analysis of a client's overall finances, consideration of a client's personal lifestyle preferences and risk tolerance, and by making recommendations that are tailored to each client's individual situation. By staying involved with our clients through periodic reviews, we are able to help them adjust their investment strategies and stay on target as they transition through life's many stages and changes. James and Jon Parkhurst have a combined 52 years in the financial services industry. Associate Financial Advisor Job Summary: The Associate Financial Advisor participates in a structured training and development program designed to build expertise in financial planning, investment analysis, portfolio management, consultative sales, client service, and regulatory compliance. This role partners closely with a senior Financial Advisor to support existing client relationships while progressively developing an individual book of business. Nature and Scope: The Associate Financial Advisor works collaboratively with Investment Advisor Representatives and the client service team, interacting regularly with clients, internal departments, vendors, and producing advisors. The role supports onboarding new clients and servicing existing clients, with the goal of deepening relationships and expanding the use of the company's full suite of services. Responsibilities: Sales Support and Existing Client Servicing (Approximate time allocation: 45% in years 0-1; 30% in years 1-2; 25% in years 2-3) Support senior advisors throughout the sales and advice delivery process. Develop and recommend portfolio and product solutions aligned with client risk tolerance, goals, and time horizon, in coordination with the senior advisor. Prepare illustrations, hypotheticals, and other client-facing deliverables. Execute trades to implement approved portfolio recommendations. Participate in or lead client meetings to present recommendations and deliver advice. Coordinate follow-up activities and hold clients accountable to agreed-upon action items. Document all client interactions and activities in Redtail. Sales - Prospecting and Networking (Approximate time allocation: 20% in years 0-1; 30% in years 1-2; 35% in years 2-3) Attend company-sponsored client, prospect, and networking events. Generate new client opportunities through referrals, networking, and centers of influence. Track and document all prospecting, networking, and referral activity in HubSpot. Develop and execute a business plan to generate investment and life insurance sales in collaboration with the VP of Sales & Marketing and the marketing team. Partner with sales professionals across Duncan Financial Group lines of business to identify and pursue cross-selling opportunities. Achieve established annual sales goals. Sales - New Client Onboarding & Financial Planning (Approximate time allocation: 10% in years 0-1; 15% in years 1-3) Conduct comprehensive financial assessments, including risk tolerance, goals, and timeframes. Perform case analysis and develop tailored financial and investment recommendations. Persuade clients to implement suitable advice and recommendations. Execute transactions on behalf of clients. Prepare for and conduct client meetings focused on financial planning discussions. Provide ongoing account service, answering client questions and delivering timely information. Monitor investment portfolios and recommend adjustments as needed. Assist clients with retirement, estate, and tax planning strategies. Build and maintain strong client relationships through regular communication and review meetings. Collaborate with external professionals (e.g., attorneys, accountants) to deliver holistic financial solutions. Professional Development (10%) Create and maintain a professional development plan aligned with career progression. Maintain all required licenses and certifications through continuing education and training. Develop and sustain productive wholesaler relationships. Attend and actively participate in department meetings, sales meetings, IPC sessions, weekly Duncan Advisor Resources calls, and other required forums. Participate in sales seminars, company meetings, and educational programs to enhance sales effectiveness and remain current on market and industry trends. Qualifications: Bachelor's degree in Finance, Economics, Accounting, Business, or related field. Minimum of 2 years of experience in an investment advisory firm. Active FINRA Series 7 license required, along with a Series 65 or Series 66 (Series 63/65 combination). Life, Accident & Health license preferred; must be willing to obtain within 90 days of employment. Experience using CRM platforms and/or agency management systems. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook). Strong analytical skills with the ability to evaluate complex financial information and present it clearly to clients. Excellent interpersonal, communication, and relationship building skills. Demonstrated professionalism, sound judgment, discretion, and commitment to confidentiality. Adherence to high ethical standards and all applicable legal and regulatory requirements. Ability to work evening hours as needed and travel locally. Employment is contingent upon successful completion of a background check conducted by Cambridge, which includes FINRA BrokerCheck, fingerprinting, and a credit review, as permitted by law. Hours: Monday - Friday, 8:30am - 5:00pm (Hybrid Work Schedule) Office Location: 10950 Pearl Road, Suite A6, Strongsville, OH 44136 (Parkhurst Financial Services) Benefits: Competitive Salary Health Insurance Plans (PPO, HSA, Copay Options) Dental Insurance Vision Insurance Company Paid Disability Insurance Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance 401(k) with Safe Harbor Match Paid Time Off Paid Holidays No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.

About the Opportunity: LifePro Recruitment is hiring entry-level sales professionals who want to start or grow their careers in remote sales. We have qualified leads and step-by-step training to help you succeed in a performance-based, commission-only role. If you're self-motivated and ready to work, we're ready to help you grow. Key Responsibilities: Conduct virtual consultations via phone or video with individuals who have requested information Identify client needs and offer tailored coverage solutions Follow up with prospects and manage your pipeline in our CRM Participate in ongoing training and mentorship sessions Work independently and meet individual performance goals What We Offer: Commission-based compensation with uncapped earning potential Warm, high-intent leads Remote work with flexible scheduling Access to ongoing coaching, scripts, and support Clear advancement path for motivated individuals Qualifications: No sales experience required-training provided Excellent communication and interpersonal skills Self-disciplined, goal-oriented, and coachable Comfortable using basic digital tools (Zoom, CRM) Must be legally authorized to work in the U.S. Life insurance license preferred (or willingness to obtain with guidance) Ready to take control of your time and income? Apply today to join LifePro Recruitment and build a career that fits your goals and lifestyle. Job Types: Full-time, Part-time, Permanent Pay: $67,090.60 - $80,797.28 per year Benefits: Dental insurance Flexible schedule Health insurance Vision insurance Compensation Package: 1099 contract Bonus opportunities Commission only Commission pay Work Location: Remote