Finance advisor jobs in Appleton, WI

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple\: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement\: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development\: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation\: Discuss financial products and services tailored to clients' unique situations Location\: In-office presence required Work-Life Balance\: Flexible schedule to maximize productivity and personal time Skills & Experience Education\: Bachelor's degree or equivalent skills and work experience Licensing\: State Life & Health, SIE, Series 7, Series 66 Personal Attributes\: values-driven with a track record of success and accomplishment Communication Skills\: excellent interpersonal and communication abilities with strong self-confidence Mindset\: entrepreneurial spirit with a desire to positively impact others' lives Collaboration\: ability to work with and learn from top performers Work Authorization\: must be authorized to work in the United States Training & Development FINRA Sponsorship\: provided for required FINRA licensing Preliminary Employment Period (PEP)\: comprehensive 120-day hands-on training Virtual University\: access to Equitable Advisors' Virtual University for continuous learning Mentorship\: opportunities for joint work and mentorship Personalized Coaching\: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development\: access to Leadership Development School for those with management ambition Professional Growth\: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment\: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP Stable Pay\: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management Commissions and Bonus\: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits\: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Capital Credit Union in Green Bay, WI would allow you to join the Investment Program at Capital Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Capital Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients 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 Capital Credit Union for financial solutions. This position will offer: The ability to take over an existing book of business. The ability to build a strong client base with the Bank's exceptional referral system Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals The opportunity to find new clients via the bank's client 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 bank'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 Capital Credit Union, 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, Capital Credit Union. Tracking # 1-05026674 Pay Range:75000 - 90000 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.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

American Senior Benefits - Build It for Yourself, Not by Yourself At American Senior Benefits (ASB), we're not just another agency-we're a team of owners. We combine the best of both worlds: the entrepreneurial freedom of an independent broker with the training, resources, and structure of a national organization. Why ASB Is Different: Access to over 250 carriers-you always have the best solution for your client Own your book, your renewals, and your overrides National partnerships with organizations like the American Legion, Elks, and AMVETS-we help you find clients, not just chase them Flexible onboarding and portable career model-perfect for relocators or career changers Award-winning training and mentorship from the top leaders in the field Paths to leadership and business ownership within a few years Responsibilities What You'll Do as a Financial Services Professional: Build long-term client relationships through your network and company-sponsored lead programs Match clients with the best-fit products from our 250+ carriers-you'll never be limited to a single company's offerings Guide individuals and families through critical financial decisions using industry-leading technology Learn, grow, and pursue career paths in leadership, wealth strategy, retirement income planning, and business development Qualifications What Sets You Up for Success Here: A passion for helping others make informed financial decisions with transparency and integrity Comfort with a consultative sales approach and the ability to simplify complex concepts A proactive mindset with strong follow-up habits-self-starters thrive here Willingness to learn and grow with support from experienced mentors and national trainers Let's Talk If You: Want a mission-driven career helping people protect what matters Are coachable and driven Are looking for more than just a paycheck-you want a career with impact and ownership Reside in the state where you are applying Apply now to discover what it means to work for yourself-not by yourself-with American Senior Benefits. Compensation USD $79,999.00 - USD $125,000.00 /Yr. Not ready to apply? Connect with us for general consideration.

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. Are you energized by a collaborative, entrepreneurial environment? We're seeking a Financial Advisor to join our established team-stepping into an existing book of business with plenty of room to earn, grow, and maximize your potential within a supportive environment and culture that allows you to take your success to the next level. In your role as an Associated Investment Services Financial Advisor, you will provide quality financial planning services and tailored investments and insurance advice to new and existing customers while building solid and long-lasting relationships. Join our legacy-branch location in Neenah, providing support to Neenah, Grand Chute, and Oshkosh areas. Leverage your expertise within a local setting and become an integral part of a community-focused organization. Job Accountabilities Using a holistic financial planning approach, assist clients and prospects by analyzing their financial needs and objectives, making appropriate recommendations, effect sales of investment and insurance products as appropriate for and requested by the client. Achieve objectives related to advisory business, financial planning, insurance and other key metrics as determined by the line of business. Nurture strong relationships with sales team members, gaining insights into complete solutions to excel in a team-selling model. Ensure that transaction documentation is completed and submitted on a timely basis while resolving any issues in a timely manner. Collaborate with banking and Wealth Management teams and bring expert knowledge of investments, insurance, economic trends, and the full range of Private Client, Investment, Bank, and Trust solutions to help clients achieve their goals. Education: Bachelor's Degree Business or Finance Required Experience: 3+ years of advisory/fee based Investment and insurance sales, growing a thriving book of business of $250,000 or more. 5+ years of advisory/fee based Investment and insurance sales, growing a thriving book of business of $400,000 or more. Preferred Licenses and Certifications: Life, Health and Variable Insurance License Required Series 7-Stockbroker Exam Required Other Series 63 / Series 66 or Series 65 Required CFP-Certified Financial Planner Preferred CFA-Charted Financial Analyst Preferred Must have access to reliable transportation and the ability to lawfully drive self, if applicable. Required Note: This position requires a check of criminal background and credit records as a FINRA registered position. Employment is contingent upon successful registration with FINRA, SEC, and applicable state regulators, including completion of required qualification exams. All offers are contingent upon the successful completion of a background check and review of disclosures required by Form U4. Certain regulatory or disciplinary histories may disqualify an applicant. In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more. Personal banking, loan, investment and insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish. Associated Bank is Pay Transparency compliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. This role offers a commissions-based structure that includes a monthly draw equaling $48,000.00 per year plus generous commissions that increase based on sales volume achieved.

Are you looking to take your practice to a new level? Do you thrive in a team environment supported by strong players? Or perhaps you wish to make a deeper and more meaningful impact in the community where you live and work? If yes, then Community First Credit Union is the place for you! The Community First Financial Advisors team is looking for experienced licensed professionals who want to educate and guide our members on their financial journey. Your relationship-building skills and problem-solving abilities will be supported by expert tools and knowledgeable staff, advancing your career and helping to serve others. We'll provide; top-shelf marketing and communication assets, technology bundle, support team, access to a wide array of products/services, and quality internal referrals. With over 150,000 Community First Credit Union members and 25 full-service locations, there are abundant opportunities to make a significant difference every day for our members, your community, and you. As one of our team's Financial Advisors, you will: Develop, build, and cultivate member relationships, demonstrating passion, care and dedication. Utilize a comprehensive process to gather member information, using it to create and implement holistic financial plans and sound solutions. Monitor account performance, ensuring portfolios and product needs stay aligned to members' goals and objectives. Effectively work in a professional team environment, collaborating with fellow Financial Advisors, support staff, and credit union team members. Always with the member's best interest in mind, ethically achieve regular and consistent results, meeting or exceeding defined goals. An ideal candidate will have a combination of: Bachelor's degree in business, marketing, finance, or 5 years related professional experience. FINRA Securities Industry Essentials (SIE) and Series 7, 63 & 65/66. Life, health and variable annuity state of WI insurance license. Advanced designations (CFP, ChFC, CLU, RICP) a plus. Valid driver's license and willingness to travel to branch locations. **Representatives are employed by Community First Credit Union and registered through CFS (Member FINRA / SIPC ). CFS (Member FINRA/SIPC) is a registered broker-dealer and SEC Registered Investment Advisor with a stable, 25-year track record of serving the investment needs of credit unions and their members. We're ranked as one of the top broker-dealers in the industry and we work with some of the top financial institutions in the country.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Ready to ignite growth by driving meaningful AUM and mentoring a team, operating exclusively as a fee-only fiduciary? Annex Wealth Management - Know the Difference Join Our Growing Team at our Appleton branch. Are you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork? ‘Know the Difference' applies to our employees too. We are a proud seven-time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award. Our employees list our vibrant culture and engaged teams as two of our best features! Annex Wealth Management is a privately held, full-service advisory and wealth management firm acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance, estate planning, and more. Communication and Education are key to Annex Wealth Management's growth. Check us out on YouTube, our multiple podcasts, “Money Talk” on WTMJ; “The Investment Show” on WISN; and “The Annex Wealth Management Show” on WHBY and WFSX. At Annex Wealth Management, our values aren't just words - they guide how we work every day: · Knowledge · Accountability · Integrity · Courage · Respect · Ownership Does this resonate with you? We're looking for positive, talented individuals who naturally embody these principles in their work and interactions. If you're ready to join a culture where these values are the foundation of everything we do, we'd love to hear from you. About the Role Annex is a fee-only fiduciary firm. That means our Wealth Advisors are salaried professionals charged with always doing what's right for the client. Drive the growth of our firm by acquiring new clients, increasing assets under management, and expanding our market presence. You'll use your sharp business development skills to prospect internally and externally, mentor team members, and ensure exceptional client service. Key Responsibilities Lead Strategic Client Acquisition: Identify, cultivate, and convert new high-value business opportunities to generate meaningful growth in billable Assets Under Management Develop and Execute Prospecting Plans: Create and implement a strategic prospecting plan detailing actionable approaches for AUM generation through both internal and external channels, including community engagement Cultivate Referral Networks: Foster ongoing, productive relationships with Centers of Influence (COIs) to ensure sustained lead generation for the firm Deliver Client Advisory & Insights: Provide high-touch service to prospective and existing clients, offering expert market insights and strategic financial recommendations Drive Relationship Conversion: Demonstrate exceptional ability to build trust, rapport, and meaningful relationships with clients to drive successful conversions across high-value opportunities Provide Mentorship and Development: Actively mentor Associate Wealth Managers to enhance their prospecting, relationship-building, and opportunity conversion strategies Ensure Exceptional Service Delivery: Uphold high standards of professionalism and ethical conduct to ensure the consistent delivery of exceptional client service Collaborate and Optimize Processes: Partner with internal teams (e.g., financial planning, portfolio management, compliance) to enhance workflows, optimize the client experience, and facilitate the seamless transition of qualified prospects Support Firm Events: Participate in and support Annex events, including attending, performing participant follow-up, and collaborating with Marketing to craft and execute large-scale events Requirements What You'll Need to Succeed Education and Certifications: Bachelor's degree in Finance, Business, Economics, or related field. CFP certification is preferred. Candidates who do not have the certification at the time of hire must obtain it within 24 months of their start date Experience: 5+ years of experience in wealth advisory roles Opportunity Management & Referral Leadership: Demonstrated ability to grow AUM, expand high-net-worth relationships, and drive strong referral outcomes Client Engagement & Closing Skills: Demonstrates exceptional ability to build trust and rapport with clients, effectively connect and develop meaningful relationships, and drive conversions across high-value opportunities Financial Strategy & Portfolio Expertise: Strong grasp of financial planning, portfolio management, and investment principles Mentorship & Leadership Skills: Proven success in guiding and developing team members in a performance-driven environment Technology-Driven Wealth Management: Proficiency in wealth management platforms, CRM systems, and financial planning tools Client-Focused Communication: Excellent communication skills and a client-first mindset, especially in high-touch service environments Comprehensive Benefits We deeply value your leadership, talent, time, and commitment. In return, we offer a total rewards package designed to recognize and appreciate your contributions. This includes a comprehensive suite of: Medical, Dental, and Vision Insurance Life & Disability Insurance Paid Time Off (PTO) 401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution Company Events: We believe in celebrating wins and creating connections - whether it's through get togethers, our Annual Picnic, or company milestones Opportunities for professional growth and development Summer hours We are committed to providing an environment where you can thrive and achieve your full potential. Equal Employment Opportunity: Annex Wealth Management is an equal opportunity employer. We are committed to providing a work environment free from discrimination and harassment. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other protected status. We encourage applicants of all backgrounds to apply.

Schneider is seeking an Investor Relations Analyst in Green Bay to support financial analysis and reporting for the company's Investor Relations function. The Investor Relations Analyst will assist with quarterly earnings materials, investor presentations, market analysis and communications to enhance shareholder engagement and attract new investors. Responsibilities: * Provide support for the quarterly Board of Directors reporting. * Analyze financial and operational results and prepare monthly reports. * Assist with quarterly earnings releases and calls. * Update and maintain a competitor database and related reporting. * Review analyst reporting and consensus tracking, investor relations presentations and market/economic analysis and reporting. * Maintain accurate records of external communications and interactions. * Share competitor benchmarking and analysis for the needs of the management and Board of Directors. Skills and qualifications: * Bachelor's degree in business, finance or accounting. * At least 2 years of finance and analytical experience. * An avid interest in financial markets. * Strong organizational and analytic skills. * Able to comprehend, interpret and explain financial information. * Excellent verbal and written communication skills. * Experience with Excel and PowerPoint. Pay and benefits: * Medical, dental and vision insurance. * Company paid life insurance. * 401(k) savings plan with company match. * Paid time off and paid holidays. * Results-based incentive pay program where you can earn above and beyond your base pay. * Tuition reimbursement. * See full list of finance and accounting benefits. Schneider's inclusive culture Our history has taught us that treating everyone with dignity and respect is vital to our ongoing success. We embrace and seek out diversity that is inclusive of thought, race, ethnicity, national origin, sex, gender, gender expression, age, religion, sexual orientation, ability, medical condition, veteran or military status, experience and background. This diversity and openness ensures all associates have equal access to opportunities and resources to contribute fully to the organization's success, and it fuels innovation, improves strategic thinking and cultivates leadership. Any applicant may request a reasonable accommodation to complete a job application, pre-employment testing, or job interview or to otherwise participate in the hiring process consistent with the Americans with Disabilities Act (ADA) by contacting their Recruiter, Human Resources Business Partner, and/or Human Resources Leave Administration.

JobID: 210655398 JobSchedule: Full time JobShift: : At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities * Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity * Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity * Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments * Provide a holistic view of clients' needs and financial coaching beyond investments * Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills * At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners * Demonstrated ability and commitment to goals-based planning and advice * A valid and active Series 7 * A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment * A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills * Certified Financial Planning (CFP) certification is preferred * Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

We are seeking a Finance Intern for our Summer 2026 Internship Program. This intern will support our U.S. Energy division with day-to-day financial analysis and activities. U.S. Venture's Internship Program runs May - August. Dates may vary based on individual class schedules. This position is located in Appleton, WI and will start at 1025 West Navitus Dr, Appleton, WI 54913. We are excited to be transitioning to our new corporate headquarters during this internship timeframe and this position will eventually be located at 222 W College Avenue, Appleton, WI 54911.JOB RESPONSIBILITIES Assist with month-end/year-end (analysis, journal entries, reconciliations, etc.) Support the finance team in developing operational analyses Help pull/develop support for both internal and external audit requests Work with the internal audit team to maintain the internal control framework Project work focused on analysis or process improvements QUALIFICATIONS Current student pursuing a bachelor's degree in Accounting or Finance. Junior or Senor status preferred. Systems proficiency (Excel, Word, PowerBI, etc.) Ability to problem solve and be curious Effective communication skills DIVISION: U.S. Energy U.S. Venture requires that a team member have and maintain authorization to work in the country in which the role is based. In general, U.S. Venture does not sponsor candidates for nonimmigrant visas or permanent residency unless based on business need. U.S. Venture will not accept unsolicited resumes from recruiters or employment agencies. In the absence of an executed recruitment Master Service Agreement, there will be no obligation to any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without an agreement, U.S. Venture shall reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of U.S. Venture. U.S. Venture, Inc. is an equal opportunity employer that is committed to inclusion and diversity. We ensure equal opportunity for all applicants without regard to race, color, religion, sex, sexual orientation, gender, gender identity or expression, marital status, age, national origin, disability, veteran status, genetic information, or other protected characteristic. If you need assistance or an accommodation due to a disability, you may call Human Resources at **************.

Be Yourself. Build Your Career. Be Exceptional Together. At Werner Electric Supply, we're more than an electrical distributor - we're a community that empowers people to grow, innovate, and truly make a difference. Our culture celebrates individuality, encourages creativity, and values each person's voice; creating a space where you can be yourself, connect with others, and build a meaningful career. We believe in balance and flexibility, so you can thrive both professionally and personally. Together, we can make an impact and build something exceptional for our customers, families, communities, and each other. Internship Program Executive level mentorship and coaching Company-sponsored project management/Lean Six Sigma training and certification Up to $19 per hour (dependent on year in college) Networking events with internal and external customers and your intern team Individual and group projects that drive change and impactful business results Large-scale Summer long projects in collaboration with fellow interns and business leaders Opportunity to shadow with various departments to help determine your career path Potential for year-long internships and full-time employment post-graduation Timeline and Expectations Werner Electric Supply will be posting the internship positions starting in late September which will run through the end of November. We will be selecting candidates to move forward with from HR phone screen to virtual hiring manager interview during this time. Job Summary The Finance Internship offers hands-on experience supporting key functions within our finance department. Interns will gain exposure to credit, collections, reporting, and compliance while working closely with experienced financial professionals. This role provides opportunities to contribute to meaningful projects such as account reconciliations, audits, and financial analysis. It is an excellent opportunity for students to build practical skills and learn the inner workings of a corporate finance environment. Reconcile customer accounts to collect payment and resolve deductions for assigned portfolio Provide copies of invoices, POD's, and statements to customers when requested Learn DNB Credit Business tool to evaluate credit for new accounts, credit extensions, and possible risk Review orders on credit hold for customers in assigned portfolio Attend industry credit group meetings with another Analyst Project - Internal Sales Tax Audit of forms and accounts to be assisted by Director of Financial Services Assist with month-end closing activities such as preparing journal entries and account reconciliations Support financial reporting by gathering and organizing data for analysis Help prepare presentations, reports, and summaries for management review Assist with budget tracking and variance analysis Conduct research on financial trends, industry benchmarks, and best practices Maintain and update financial databases, records, and spreadsheets Participate in process improvement initiatives within the finance team Other related duties as assigned Education and Experience: Enrolled in an accredited program pursuing a degree in Operations Management, Supply Chain Management, Industrial Engineering, Continuous Improvement, or another related field. Company Overview Founded in 1948, Werner Electric Supply has grown from a small appliance store in downtown Neenah, WI into an award-winning employer and leading electrical distributor with 12 branch locations in Wisconsin and Upper-Michigan. Headquartered in Appleton, WI, we provide electrical, lighting, network, process, and inventory management solutions for a diverse group of industrial and construction customers. We are a growing, privately held company with over 450 employees who uphold a family culture built around exceptional customer service. As a recent New North Workplace Excellence Award winner, we're dedicated to the continuous improvement of our people, products, and services to ensure the long-term success of our employees and customers. Apply today and find out why we're a “Great Place to Work.” Werner Electric Supply is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance. WMAs partner with the team to assist clients and families by gaining a thorough understanding of their unique goals and objectives and constructing appropriate goals-based investment portfolios. WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. Basic Qualifications * Bachelor's degree, or equivalent work experience * Three to five years of experience in a financial sales position, preferably working with the affluent client segment * FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license Preferred Skills/Experience * Considerable knowledge in financial planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding * Considerable knowledge of the securities industry, including U.S. Bancorp Investments, investment and insurance products and services * Extensive knowledge of private banking products and services, including credit processes and policies * Ability to effectively present investment strategies to clients and maintains a holistic approach to planning * Strong relationship management, sales and new business development skills * Well-developed analytical and problem-solving skills * Excellent interpersonal, verbal and written communication skills * Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. This role receives an annual base salary between $65,000 and $78,000 depending on the required state minimum plus eligibility for incentives based on employee's production under the applicable incentive plan. U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Work Mode: Onsite Opportunity Supply Chain Finance is seeking a proactive and detail-oriented Finance Analyst to support the Distribution & Transportation team within the Kitchen & Bath Supply Chain. This role will provide critical financial insights and analysis to drive cost efficiency and operational effectiveness across key logistics functions. The analyst that fills this role will have financial ownership of: * Customer Delivery * Interplant Freight * Kohler Transportation Incorporated (KTI) This is a high-impact role that offers visibility across multiple functions and the opportunity to influence key financial outcomes within the KBNA Supply Chain. SPECIFIC RESPONSIBILITIES * Leads the financial analysis for Transportation & Distribution to understand financial results and drive corrective action. * Assists all levels of Supply Chain management in analyzing and understanding Customer * Delivery & Interplant Freight costs through the creation of reports and financial summaries * Develops partnerships with members of Supply Chain with frequent interaction with Director - Distribution & Transportation * Coordinates Financial Plan & Forecast for Customer Delivery, Interplant Freight & Kohler Transportation Incorporated (KTI). This involves significant contact with the Supply Chain and Transportation teams * Reviews and develops cost center budgets for Transportation & Distribution Completes a month-to-date financial review of Customer Delivery & Interplant freight and prepares a dashboard file with explanations of the deviations from expectations * Conducts other special studies and projects under the direction of the Sr. Manager - Distribution & Logistics Skills/Requirements * Bachelor's degree in Finance, Accounting, or Business Administration * Minimum 1-3 years of Finance experience, including financial analysis and reporting responsibilities. * Strong proficiency in Excel and financial modeling; experience with SAP, PowerPoint, and BI tools (e.g., Power BI) is highly desirable * Ability to work in a fast-paced environment and handle multiple priorities * Must be an effective communicator with an ability to articulate key insights from data analysis #LI-RD1 Applicants must be authorized to work in the US without requiring sponsorship now or in the future. We believe in supporting you from the moment you join us, which is why Kohler offers day 1 benefits. This means you'll have access to your applicable benefit programs from your first day on the job, with no waiting period. The salary range for this position is $71,500 - $108,700. The specific salary offered to a candidate may be influenced by a variety of factors including the candidate's experience, their education, and the work location. In addition, this position is eligible for a performance bonus/variable incentive compensation. Why Choose Kohler? We empower each associate to #BecomeMoreAtKohler with a competitive total rewards package to support your health and wellbeing, access to career growth and development opportunities, a diverse and inclusive workplace, and a strong culture of innovation. With more than 30,000 bold leaders across the globe, we're driving meaningful change in our mission to help people live gracious, healthy, and sustainable lives. About Us It is Kohler's policy to recruit, hire, and promote qualified applicants without regard to race, creed, religion, age, sex, sexual orientation, gender identity or expression, marital status, national origin, disability or status as a protected veteran. If, as an individual with a disability, you need reasonable accommodation during the recruitment process, please contact *********************. Kohler Co. is an equal opportunity/affirmative action employer.

Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs. Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance. Job Description Job Details: Industry: Life Care Location: Neenah, WI Job Title: Financial Analyst Duration: 6 Months (Strong possibility of extension) Position Summary: · This position would support a priority Global Sector project initiative working under the direction of the sector senior finance business partner. · She/he would perform financial analyses and prepare case examples of best in class performance across global Adult Care business. · Case examples will be used as a playbook by other markets to replicate success. Key Responsibilities: · Provide a source of business knowledge and problem-solving capabilities to assure sound analyses, recommendations, and actionable programs. · Work closely with global business teams to gather relevant data and insights. · Analyze regional sector data, develop insights and recommend courses of action to achieve project goals · Demonstrate a commitment to quality performance through personal example by adopting a customer-based approach to business support. Personally demonstrate leadership behaviours (build trust, make decisions, win consistently, think customer, continuously improve, build talent). Preferred Qualifications: · Experience working and influencing in a matrix organization · Previous work experience in a global / international environment Qualifications Qualifications: · High degree of financial competence and ability to operate independently · Bachelor's degree in Finance, Economics, or a related field · 5+ years of progressive financial / business analysis experience · Strong communication and influencing skills and ability to influence without authority · Demonstrable analytical skills with broad application of business, finance and economics principles Additional Information To apply for this position or gain additional insight, please contact: Ujjwal Mane ************ ****************************

The Financial Analyst I is responsible for performing basic credit analysis in accordance with general credit procedures and guidelines. Work involves exercise of sound judgment, critical thinking and credit analysis within prescribed procedures, with minimal supervision. This position will be located at our Corporate Office in Appleton, WI with in-office expectations four days/week (Monday - Thursday) with Fridays as an optional in-office or work from home day, depending on business need.JOB RESPONSIBILITIES Gather, investigate and evaluate the credit background of incoming applicants, acquisition accounts and existing customers, using multiple data sources and, where applicable, analyzing financial statements Determine appropriate terms of payment and any required collateral to support the recommended credit limit Develop comprehensive written recommendations, where required, for assigned customer credit limits Timely communicate credit limits and security requirements to appropriate sales, marketing and management associates Where needed, professionally interact with applicants and customers to obtain and/or review credit and financial information required as part of the credit due diligence process Timely prepare and disseminate credit activity reports to sales, marketing and management associates and advise them on any potential recommended actions Actively participates and engages in the implementation of Credit's strategic initiatives- Understands and adheres to Credit's internal controls and policies Live our values of High Performance, Caring Relationships, Strategic Foresight, and Entrepreneurial Spirit Find A Better Way by championing continuous improvement and quality control efforts to identify opportunities to innovate and improve efficiency, accuracy, and standardization Actively seeks training and continuous learning opportunities Support corporate efforts for safety, government compliance, and all other company policies & procedures Perform other related duties as required and assigned QUALIFICATIONS Required: Bachelors degree with emphasis in accounting or finance preferred Resourceful and self-motivated with the ability to trouble-shoot independently. Strong analytical and problem-solving skills; ability to assess situations and make decisions based on data while drawing from previous experience Demonstrated critical thinking ability, seek to understand mentality Ability to work independently in a high volume environment Basic ability to analyze multiple types of financial statements for individuals and businesses Basic knowledge of business legal structures Strong attention to detail and proficiency in Excel, Word and Outlook Negotiation skills required Strong professional verbal and written communication skills Ability to prioritize workload and shift as necessary Preferred: 1-3 years prior credit investigation and evaluation experience in a high-volume credit environment DIVISION: Corporate U.S. Venture requires that a team member have and maintain authorization to work in the country in which the role is based. In general, U.S. Venture does not sponsor candidates for nonimmigrant visas or permanent residency unless based on business need. U.S. Venture will not accept unsolicited resumes from recruiters or employment agencies. In the absence of an executed recruitment Master Service Agreement, there will be no obligation to any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without an agreement, U.S. Venture shall reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of U.S. Venture. U.S. Venture, Inc. is an equal opportunity employer that is committed to inclusion and diversity. We ensure equal opportunity for all applicants without regard to race, color, religion, sex, sexual orientation, gender, gender identity or expression, marital status, age, national origin, disability, veteran status, genetic information, or other protected characteristic. If you need assistance or an accommodation due to a disability, you may call Human Resources at **************.

About Pierce, an Oshkosh company At Pierce Manufacturing, we build trucks that protect people and communities around the world. To our team, there is no room for anything less than providing the absolute best. Since 1913, building truck bodies on Model T Ford chassis in an old converted church has evolved to creating highly customized, carefully designed and engineering pumpers, aerials, tankers and rescue units that have no equal. Today, you'll find more than 30,000 Pierce apparatuses on the road that are making a difference in people's lives, every day. To us, every step in the process of building our trucks is personal. From innovation and expertise, to the customization and service. Our trucks are designed to perform under the toughest conditions. Finance Analyst- FP&A The Finance Analyst will provide accounting and finance services in support of the organization's business objectives. In addition, this role will play a critical role in delivering data-driven financial insights that support strategic decision-making across the organization. Our team goes beyond traditional reporting - it focuses on deep analysis, forecasting, and business partnering to help leadership understand trends, evaluate opportunities, and drive profitable growth. YOUR IMPACT These duties are not meant to be all-inclusive and other duties may be assigned. * Partner with internal stakeholders to analyze and present monthly financial results, identifying key drivers of performance and opportunities for improvement. * Translate complex data into clear, actionable insights that influence business strategy and decision-making. * Support the monthly forecast and annual budget cycles, leveraging analytical tools and scenario modeling. * Responsible for assigned areas of the monthly close process, including journal entries, reconciliations, and variance analysis. * Own portions of the monthly close process for assigned areas, ensuring accurate and timely financial results. * Develop and maintain dashboards, reports, and KPIs to monitor business performance and enhance decision-making speed. * Conduct pricing and cost analysis throughout the configure/design/build lifecycle, providing insights that improve margins and competitiveness. * Collaborate cross-functionally to track production, shipment targets, and operational benchmarks - connecting financial outcomes to operational performance. * Drive process improvements by applying data visualization, automation, and AI. MINIMUM QUALIFICATIONS * Bachelor's degree in Finance, Accounting, Economics, or a related field. * Two (2) or more years of relevant experience OR Finance/Accounting internship within Oshkosh Corporation. * Ability to travel up to 10%. STANDOUT QUALIFICATIONS * Knowledge in Finance and Accounting concepts. * Strong analytical skills with the ability to interpret financial data, identify trends, and communicate insights. * Proficiency with Microsoft Office Suite; especially Excel, Teams, SharePoint * Familiarity with financial planning, forecasting, and business performance management. * Experience with data visualization/analytics tools (Power BI, Tableau, or similar) and generative AI (ChatGPT). * Knowledge of U.S. and international accounting principles. * Strong communication skills with the ability to influence across functions. * Curiosity, initiative, and a drive to continuously improve processes and deliver insights. WHY PIERCE? Moving the future forward is our priority and this includes your future. We encourage professional development and champion our employees' success through various skills and training opportunities. Named one of the World's Most Ethical Companies by Ethisphere Institute for six consecutive years, everything we do at Oshkosh is guided by our core values and the 15k+ team members around the world who embody them. We put people first. We do the right thing. We persevere. We are better together. We offer our employees an outstanding range of benefits, including: * Eligibility on Day 1 for medical, prescription, dental and vision insurance * Up to $10,000 each year for tuition reimbursement to allow you to further your education in a degreed program (Associates, Bachelor's or Master's degree programs) * 401k plan with company match, $.50 for every dollar up to 6% * Competitive paid-time off plans * Company bonus plan, free life, short and long-term disability plans * Health Saving Account (HSA) with company contribution up to $1K per year * Many, many more! Visit our Glassdoor Profile Keep up with us on LinkedIn * LI-BB1 * OSK1917 Pay Range: $63,500.00 - $101,700.00 The above pay range reflects the minimum and maximum target pay for the position across all U.S. locations. Within this range, individual pay is determined by various factors, including the scope and responsibilities of the role, the candidate's experience, education and skills, as well as the equity of pay among team members in similar positions. Beyond offering a competitive total rewards package, we prioritize a people-first culture and offer various opportunities to support team member growth and success. Oshkosh is committed to working with and offering reasonable accommodation to job applicants with disabilities. If you need assistance or an accommodation due to disability for any part of the employment process, please contact us at ******************************************. Oshkosh Corporation is a merit-based Equal Opportunity Employer. Job opportunities are open for application to all qualified individuals and selection decisions are made without regard to race, color, religion, sex, national origin, age, disability, veteran status, or other protected characteristic. To the extent that information is provided or collected regarding categories as provided by law it will in no way affect the decision regarding an employment application. Oshkosh Corporation will not discharge or in any manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with Oshkosh Corporation's legal duty to furnish information. Certain positions with Oshkosh Corporation require access to controlled goods and technologies subject to the International Traffic in Arms Regulations or the Export Administration Regulations. Applicants for these positions may need to be "U.S. Persons," as defined in these regulations. Generally, a "U.S. Person" is a U.S. citizen, lawful permanent resident, or an individual who has been admitted as a refugee or granted asylum.

Your Story. You are enthusiastic, creative, analytical, collaborative and goal driven. You seek an opportunity to expand your skills and experiences in a fast-paced accounting environment in the consumer-packaged goods industry. Your Passion. Our Culture. At Sargento, you work for a company you believe in, with a family of people who believe in you. Our culture stems from a simple premise: Hire good people and treat them like family. At Sargento, you can make decisions based on how they affect people as well as the long-term health of our company. You will be encouraged to make a meaningful difference in the community, in the company and in your career. With diverse experiences and tools to learn and develop, you can transform your aspirations into reality. If you're ready for the right place to belong and grow your career, you can find it here. Benefits that set us apart Lead and own real and relevant projects aligned with business objectives Build valuable skills and experiences to become prepared for entry level opportunities Mentorship and career development to learn and grow strengths and interests Participate in volunteer and community service initiatives Flexible, hybrid work schedule with optional remote Fridays, onsite Mondays, Tuesdays, Wednesdays and Thursdays; plus, half day Fridays 5 unpaid days off for interns and 10 unpaid days off for co-ops Nationally competitive compensation Paid relocation and housing 401(k) employer contribution top 1% in the nation Exclusive discounts at the company cheese store and local attractions/events What You Do. Use Excel to model, evaluate, and report data Enhance and utilize data & analytics (D&A) tools to provide insights to business performance Demonstrate general understanding of the basics of balance sheets, income statements, cash flows and how they relate to shareholder return Identify and analyze financial data and processes to provide insights and recommendations on improving results Convey fresh perspective to challenges by utilizing critical thinking, collaborate to effectively implement positive change, and communicate benefits/opportunities of perspectives/ideas Present findings to all levels within F&A organization Gain knowledge of roles and responsibilities within F&A through active project work, job shadowing, and mentoring Assist with monthly close, forecast, and reporting duties Other projects as assigned Your Education and Qualifications. Must be seeking bachelor's in accounting or related field having completed junior year by beginning of internship Proficiency with Excel, Word, and ability to learn SAP are necessary. Must demonstrate attention to detail and ability to learn software used to help with analysis such as ThoughtSpot and OneStream. Will utilize Microsoft Teams and Outlook as primary collaboration tools Valid driver's license, vehicle insurance, and vehicle required. There is no mass/public transit system to/from corporate housing location to company locations. Our Story.   With over 2,400 employees and net sales of $1.8 billion, Sargento Foods is a family-owned company that has been a leader in cheese for more than 70 years. We created the world's first, successful pre-packaged sliced and shredded natural cheeses. Sargento is based in Plymouth, Wisconsin, where we manufacture and market shredded, sliced and snack natural cheese products, as well as ingredients and sauces. Sargento is known for the exceptional quality of our products and for product design, packaging and merchandising innovations that have transformed our industry. To learn more about our culture and values, please visit our website at ***********************************