Finance advisor jobs in Athens, GA

Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team. **Essential Duties and Responsibilities** + Become trained and skilled to effectively and efficiently perform the Financial Advisor role: + If hired as a team candidate, the team will provide the specific goals and expectations. + Meets production targets that impact overall company revenue goals. + Develops a book of business consistent with AMP program goals for assets under management and required production. + Provides a high level of client service. + Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital. + Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty. + Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches. + Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences. + Seeks expertise of internal resources to identify investment opportunities and solutions for clients. + Opens, transfers, and closes customer accounts. + Maintains appropriate account records while monitoring the customer's portfolio. + Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments. + Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions. + Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards. + Stays abreast of investment products, industry rules and regulations, and financial planning. + Performs other duties and responsibilities as assigned. **Knowledge of** + Economic and accounting principles and practices. + Financial markets, banking, and financial data analysis and reporting. + Basic principles and methods for showing, promoting, and selling products or services. + Firm's working structure, policies, mission, strategies, and compliance guidelines. **Skill in** + Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases. + Identifying the needs of customers through effective questioning and listening techniques. **Ability to** + Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice. + Continuously learn investment products, industry rules and regulations, and financial planning. + Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels. + Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions. + Establish and maintain effective working relationships with clients and colleagues. + Persevere, handle rejection and show resilience during the prospecting and networking process. + Network in the community and effectively market him or herself and Raymond James. + Demonstrate persistence in the face of obstacles. + Accept criticism and deal calmly and effectively in high stress situations. **Education/Previous Experience** + Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources. **Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied or ability to obtain within four (4) months from the start of the program. + Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program. + Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program.

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.

Purpose of the role To develop and manage the success of specific financial products and services, providing in-depth expertise on a particular product line, bridging the gap between product development, marketing, sales, and customer service. Accountabilities * Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance. * Understanding of market trends, new features, regulatory requirements and potential risks, and analysis of data obtained from sales figures and, customer feedback, to support the product development process, and communicate key findings to relevant stakeholders to improve product offerings. * Response to customer inquiries, attend client meetings and obtain a detailed understanding of complex personal / corporate financial circumstances in order to provide options for suitable product solutions. Support with resolution of issues, and provision of guidance on product usage. . * Presentation of the advantages and features of the product to potential customers, building trust and encouraging adoption. * Assistance with the development and execution of marketing materials for the product, such as pitch materials and client presentations. * Participation in training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders. * Participation in events, conferences, and other networking opportunities to showcase the product and generate interest. Vice President Expectations * To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures.. * If managing a team, they define jobs and responsibilities, planning for the department's future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements.. * If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others.. * OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions.. * Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment. * Manage and mitigate risks through assessment, in support of the control and governance agenda. * Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does. * Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business. * Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies. * Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions. * Adopt and include the outcomes of extensive research in problem solving processes. * Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave. Join us as a Barclays Investment Advisor - Crown Dependencies, where you will have an exciting chance to act as the conduit into the full spectrum of our investment capabilities, providing a comprehensive consultation process to assess the needs and risk appetite of the client, and translating this into portfolio construction, asset allocation and risk management. You will be designing appropriate investment solution for the clients including pitches, proposals, existing portfolio analysis, implementation and on-going investment reviews, management and client updates. To be successful as an Investment Advisor you should have experience with: * Relevant experience of the Private Bank and Investment industry and knowledge of macro-economics, portfolio construction and a range of solutions to execute implementation * Established track record of developing and managing investment business across the scoped client segments, with broad ranging investment complexity across multiple jurisdictions * Level 4 CISI or equivalent and first-class understanding of the constituent asset classes of investment philosophy, equities, bonds, alternatives, derivatives and foreign exchange * Exceptional influencing and communication skills with the ability to prepare/present investment proposition and recommendations Some other highly valued skills may include * Level 6 CISI /FCA or equivalent * An understanding of behavioural economics You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills. This role is based in Jersey. This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

Who We Are: It's exciting to find yourself standing in a pivotal moment in time. It's even more exciting to be out front leading it. At QTS, our world-class data centers are supporting our customers most strategic growth initiatives, positioning us at the forefront of today's dynamic digital transformation. As AI and cloud drive the demand for increased speed, capacity and capability, QTS has emerged as the global digital infrastructure leader, committed to connecting the world for good. Driven by purpose and fueled by a spirit of innovation, QTS designs, builds and operates some of the world's most advanced, forward-thinking data centers. QTS is a portfolio company of Blackstone. QTS is Powered by People. People who play a vital role in our company's culture, innovation and growth. People who are committed to contributing to the communities where we operate and work. People who are knowledgeable, resourceful and mission driven. Together, we do great things. Who You Are: The Investments Analyst position is a part of QTS' Strategic Planning and Investments team which is focused on driving core growth initiatives domestically and internationally including: Land and operating asset acquisitions New development opportunities including build-to-suit (single customer) and multi-tenant sites Strategic asset management such as re-tenanting and asset repositioning What You Will Do: The Investments Analyst will be responsible for helping the team create and support the following: Prepare investment materials such as investment memorandums, presentations, and proposals Create financial models to evaluate company acquisitions, financings (joint-venture, equity initiatives, etc.), land, and capital recycling Assist in managing projects from identification through completion, including coordination of due diligence teams, model underwriting, and financing Lead calls and meetings with key internal and external constituents as well as partner with business leaders to ensure that they understand the key financial drivers of the various opportunities The role requires keen skills in the areas of real estate, financial modeling, and technology, along with the ability to lead through influence and communicate with the executive team and Blackstone partners. What You Need to be Successful: Bachelor's or Master's degree preferably with a concentration in Finance, Economics, Accounting or Mathematics or equivalent professional experience 1+ years of working experience - preferably in a collaborative financial environment (banking, investment fund, real estate, etc.) Proficiency in MS Office applications, especially Excel Nice To Have: Knowledge of financial concepts such as WACC, NPV, IRR and ROI Knowledge Skills and Abilities: Ideal candidates will have a proven history of being extremely self-motivated, highly organized and open communicators who are eager to work in a fast-paced client focused entrepreneurial environment with limited formal structure Ability to organize, interpret, and draw appropriate conclusions from large volumes of data and to creatively present the information in a manner that enables non-financial managers to easily understand the information High attention to detail and accuracy Excellent written and oral communication skills Enthusiastic attitude in a team environment and ability to work independently Positive, flexible outlook The Perks (and these are just a few!): QRest Sabbatical Employee Stock Purchase QTS scholarship for dependents Eagle Club award trip eligibility Paid volunteer days Tuition assistance, parental leave and military leave assistance Total Rewards This role is also eligible for a competitive benefits package that includes: medical, dental, vision, life, and disability insurance; 401(k) retirement plan; flexible spending and HSA accounts; paid holidays; paid time off; paid volunteer days; employee assistance program; tuition assistance; parental leave; military leave assistance; QTS scholarship for dependents; wellness program, and other company benefits. This position is Bonus eligible. #LI-SM1 We conform to all the laws, statutes, and regulations concerning equal employment opportunities and affirmative action. We strongly encourage women, minorities, individuals with disabilities and veterans to apply to all of our job openings. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, or national origin, age, disability status, Genetic Information & Testing, Family & Medical Leave, protected veteran status, or any other characteristic protected by law. We prohibit retaliation against individuals who bring forth any complaint, orally or in writing, to the employer or the government, or against any individuals who assist or participate in the investigation of any complaint or discrimination claim. The "Know Your Rights" Poster is included here: Know Your Rights (English) Know Your Rights (Spanish) The pay transparency policy is available here: Pay Transparency Nondiscrimination Poster-Formatted QTS is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************************ and let us know the nature of your request and your contact information.

Chamblee, Georgia;Dacula, Georgia; Tucker, Georgia; Winder, Georgia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: - Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions - Recommends banking and investments strategies that align with client financial goals and needs - Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds - Mitigates and controls risk as part of daily activities - Identifies and engages potential new clients through referrals or financial center clientele - Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Schedule: - Monday - Fridays and rotating Saturdays Required Qualifications: - Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. - Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. - Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Sets and accomplishes goals, achieving whatever you put your mind to. - Builds and nurtures strong relationships. - Collaborates effectively with others to get things done. - Communicates effectively and confidently and is comfortable engaging all clients. - Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. - Likes to learn, adapts to new information and seeks the right solutions for clients. - Efficiently manages your time and capacity. - Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: - Strong computer skills with an ability to multitask in a demanding environment. - At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). - Obtained your insurance licenses. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: - Advisory - Account Management - Client Experience Branding - Customer and Client Focus - Oral Communications - Issue Management - Client Solutions Advisory - Pipeline Management - Active Listening - Attention to Detail - Risk Management - Policies, Procedures, and Guidelines - Client Management - Causation Analysis - Written Communications **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

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. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

Job Description Client Advisor - Automotive If you're ready to kick your sales career into overdrive, now is the perfect time to join our team of automotive sales professionals. The sky is the limit for highly motivated, results-driven team players who want to not only close the sale, but to turn new buyers into lifetime customers. Job Responsibilities Understand and implement dealership sales process Own every aspect of the sales process (from new client prospecting to vehicle delivery) Present and demonstrate inventory Review, update and manage daily inventory reports Create and execute strategies for increasing market share Prepare and review monthly plans with sales leadership Maintain Customer Service Index, Gross Average and monthly units to dealership standards Remain up-to-date on products, market trends and certification Must be familiar with Client Relationship Management (CRM) software Education and/or Experience Experience, education and prior sales training are a PLUS. Requirements Must pass drug screen, background check and have an acceptable Motor Vehicle Record. Benefits In addition to career-long personal development, our full time associates enjoy a number of benefits, including: Paid Vacation We offer Healthcare benefits for our employees Vision & Dental Insurance 401k retirement plan with company match No Sundays About Us Phil Hughes Automotive Group has been serving Athens and surrounding areas since 1976. We are locally owned and family-operated. Our company's focus is building relationships that last with our employees, customers, and community.

The Financial Analyst II position within Gwinnett County's Budget Division is pivotal in the financial management processes. This role entails analyzing financial data, forecasting revenues and expenditures, understanding budgetary requirements, and offering recommendations to optimize resource allocation. The Financial Analyst II works closely with departments to monitor and adjust budgets, thereby contributing to the organization's financial objectives and ensuring fiscal responsibility. Reporting to the Budget Manager within the Financial Services Budget Division, this position holds a central role in helping the organization achieve its financial goals and maintain fiscal responsibility. Essential Duties * Monitors budgets * Prepares financial reports, presentations, and dashboards * Provides departmental support * Interprets and analyzes data effectively * Utilizes Microsoft Excel for analysis and reporting * Enhances processes and procedures * Conducts variance analysis * Forecasts revenues and expenses * Reviews budget amendments * Utilizes ERP systems for financial data management Grade The grade for this position is C42(1). Salary will be dependent on education and experience. Effective 4/11/2023, this position is eligible for the Employee Referral Program. Minimum Qualifications * Bachelor's degree in Accounting, Finance, Business Administration, or a closely related field and * Four years of professional level accounting, finance, or budgeting experience in the public sector or * An equivalent combination of education and experience sufficient to successfully perform the essential duties of the job For information related to position-specific essential duties, knowledge and skills, and physical requirements, please click here. Note: The class specifications listed on this website are not the official class specifications for Gwinnett County and are subject to change. For more information about this department, please click here. Additional Information About Gwinnett County Welcome to Gwinnett County Government Gwinnett County Government is an award-winning employer that believes in investing in its employees by providing corporate level benefits, a wellness program, professional development opportunities, career advancement, and more Careers with impact Gwinnett County sets the standard as a dynamic, vibrant community where all people can enjoy economic opportunities, safe neighborhoods, plentiful greenspace, and recreational facilities. We are committed to hiring those who share our dedication to making life better for our residents and business owners. The culture of superior service that our employees have created reflects that standard and helps staff, residents, and stakeholders remain vibrantly connected. Exceptional benefits Working for Gwinnett County comes with exceptional benefits, including health coverage, a robust wellness program (Spouses can participate, too!), onsite employee wellness center, longevity pay, tuition reimbursement, and more. The value of Gwinnett County benefits can be up to 49 percent of an individual's total compensation. World-class community More than a million residents make up Gwinnett's diverse community. The County is located just 45 minutes from Hartsfield-Jackson Atlanta International Airport and 30 minutes from downtown Atlanta. Georgia Highway 316 reduces travel time to the University of Georgia to 25 minutes. Gwinnett County is an award-winning employer! * Atlanta's Healthiest Employer by Atlanta Business Chronicle * Green Communities Platinum Certification for Gwinnett County from the Atlanta Regional Commission * Top 100 Healthiest Workplaces in America by Springbuk and PR NewsWire and more! Vision Gwinnett is the preferred community where everyone thrives! Mission Gwinnett proudly supports our vibrantly connected community by delivering superior services. Values Integrity: We believe in being honest, building trust, and having strong moral principles. Accountability: We believe in stewardship, transparency, and sustainability. Equity: We believe in fairness and respect for all. Inclusivity: We believe in engaging, embracing, and unifying our communities. Innovation: We believe in continual adaptation of technology, process, and experience. Hiring Process Gwinnett County is an Equal Opportunity Employer. For more information regarding our hiring process, please click the links below: * Hiring Process * FAQs Gwinnett County is committed to creating a diverse workforce. As an Equal Opportunity Employer, we prohibit discrimination on the basis of genetic information (including sex), race, color, national origin (including ancestry), gender (identity and expression), sexual orientation, age, marital status, familial status (including pregnancy), disability, military or veteran status, religion, political affiliation, immigration status, homeless status, or any other category protected by law.

Company DescriptionJobs for Humanity is partnering with Empower to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located. Company Name: Empower Job Description Grow your career with a growing organization Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. What you will do As a Financial Consultant (Retirement Consultant) you will be part of our growing Empower Personal Wealth sales team, providing support to our customers at key life moments. Our Financial Consultants provide guidance on available account options for our customer's retirement savings goals, such as 401K and IRA products. At Empower, we believe in owning your career. New Financial Consultants will have the opportunity to promote to a Senior Financial Consultant, increasing your overall income potential. The compensation package includes a base salary plus incentive compensation, creating the opportunity to earn a generous paycheck. The incentive compensation component will be variable and tied to specific sales related goals set by Empower. Provide over the phone guidance at key life moments to our customer, such as starting or ending employment regarding their employer-sponsored retirement account Discuss available account options, such as 401K and IRAs, to align to customer's retirement savings goals Educate our customers on information specific to their retirement plan, comparing options to best support their savings goals Focus on deepening customer's relationship with Empower What you will bring Bachelor's degree or an equivalent combination of education and professional work experience Minimum of 1 year experience in sales, preferably inside sales Current FINRA licenses and/or ability to successfully obtain FINRA 7 & 63 registrations within corporate-established timelines and complete FINRA fingerprinting upon hire Motivated, self-starter with the ability to learn new information quickly and independently Demonstrated sales, relationship management and customer service skills Problem-solving skills and ability to engage with customers, ask questions, share thoughts & offer solutions What will set you apart Previous experience with inbound and/or phone-based sales Proficiency with Microsoft Suite of Products (Word, Excel, PowerPoint, Excel, etc.) Ability to quickly learn new systems and prior experience with SalesForce a plus Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment A growth mindset to meet company and team sales goals This position can be done remotely. #LI - Remote #wealthmanagement #series7 #finance What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. Base Salary Range $52,000.00 - $64,000.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency. Workplace Flexibility: Remote - Nationwide

Participates in or leads the development and ongoing monitoring of the GTC annual budget as well as GTC management accounting and reporting. Coordinates or leads GTC's financial analysis that supports GTC managers and executives by providing variance analysis and insights. Participates in or leads GTC's corporate goals development and tracking. Coordinates the reporting relationship between affiliated Corporations. Supports GTC accounting, treasury, and other members of rates & financial planning. Provides support in the development of the annual rate calculation, annual report, and financial forecast. Participates in or leads any special projects assigned by leadership. The leadership level required will be commensurate with the candidate's experience level. REQUIRED QUALIFICATIONS Education: BS, BA, BBA, or MBA, preferably in Finance, Accounting, or Business. Experience: FA II, two to four (2-4) years of experience, FA III, four to six (4-6) years of experience, FA Senior, six to eight (6-8) years of experience. All levels require years of accounting/finance experience with a focus on budgeting and management accounting. Specialized Skills (e.g., typing, computers, software, tools and equipment uses, etc.): Strong analytical skills, strong written and verbal communications skills, strong in spreadsheet and graphic applications, high level of knowledge of budgeting, management accounting and financial accounting standard practices and applications, ability to lead others, ability to work with others, project management skills, ability to work independently with latitude for decision making, ability to identify problems, develop solutions and/or make conclusions, ability to work under deadlines, ability to make presentations, ability to prioritize multiple assignments, creative, and the ability to inform, educate, and influence.

Information Classification Title Budget Analyst II FLSA Exempt FTE 1.00 Minimum Qualifications Bachelor's degree in accounting or a related field, or equivalent and 2 years of professional experience This incumbent is part of a team of business managers and accountants supporting the activities and responsibilities of the Office of Global Engagement. Offices within OGE include the office of Global Education, the Africa/Latin America Study Abroad Programming Initiatives office, the office of Immigration Services, UGA's International Centers (Cortona, Italy and Oxford, UK), and the office of International Initiatives. This financial analyst position will have multifaceted accounting and data management responsibilities supporting fiscal activities of OGE. Knowledge, Skills, Abilities and/or Competencies * Professional accounting experience. * Possess excellent communication and analytical skills, both verbal and written. * Proficiency with Excel. * Excellent planning and organizational skills. * Works well as part of a team. * Prior experience working with Study Abroad budget management. * Possess a high degree of attention to detail and be highly proficient in effective communication. * Stay current with UGA fiscal policies and procedures concerning travel, purchasing, and study away. Physical Demands Sitting at a computer for long periods of time, standing, talking, listening and keyboarding. Is driving a responsibility of this position? No Is this a Position of Trust? Yes Does this position have operation, access, or control of financial resources? Yes Does this position require a P-Card? No Is having a P-Card an essential function of this position? No Does this position have direct interaction or care of children under the age of 18 or direct patient care? No Does this position have Security Access (e.g., public safety, IT security, personnel records, patient records, or access to chemicals and medications) Yes Credit and P-Card policy Be advised a credit check will be required for all positions with financial responsibilities. For additional information about the credit check criteria, visit the UGA Credit Background Check website. Background Investigation Policy Offers of employment are contingent upon completion of a background investigation including, a criminal background check demonstrating your eligibility for employment with the University of Georgia; confirmation of the credentials and employment history reflected in your application materials (including reference checks) as they relate to the job-based requirements of the position applied for; and, if applicable, a satisfactory credit check. You may also be subject to a pre-employment drug test for positions with high-risk responsibilities, if applicable. Please visit the UGA Background Check website. Duties/Responsibilities Duties/Responsibilities * Oversee business analysis and tracking of study abroad and exchange activity including but not limited to assisting with study abroad program budget review, study abroad program close-out procedures, analyzing program data and making recommendations, overseeing withdrawal process, tracking communications with stakeholders and taking appropriate actions, reviewing and analyzing study abroad program revenue and fee activities for exchange and other related programming, maintain program data and historical information. * Provide reports and analysis to leadership. * Collect and analyze large volumes of financial and tracking data. * Communicate with campus stakeholders regarding study away activities. Percentage of time 50 Duties/Responsibilities * Manage fiscal processes associated with OGE operations and study abroad programs, as assigned. * Provide accounting and purchasing support to unit. * Manage workflow to staff accountants, approve transactions, reconcile funds, etc. * Oversee purchasing, procurement, and intra-university payments. * Maintain electronic files. Percentage of time 15 Duties/Responsibilities * Manage travel process supporting faculty and staff traveling domestically and internationally. * Maintain travel budgets, review and approve travel requests, approve travel authorizations, provide training to faculty and staff, as needed. * Review and approve expense reports. * Monitor, reconcile, and report on budget and expenditures monthly. * Maintain electronic files. Percentage of time 15 Duties/Responsibilities * Prepare and initiate budget transactions and general ledger journals. * Assist Director with budget review and management. * Manage central email account and provide communications to stakeholders. Percentage of time 15 Duties/Responsibilities * Attend meetings, provide training and assistance to OGE accountants. * Review and analyze organizational procedures and issues related to study abroad program management. * Make recommendation for process improvement and advise on emerging concerns and issues. * Complete professional development trainings, as assigned. * Supervise student employees, when and as assigned. * Complete other related tasks, as assigned. Percentage of time 5 Contact Information Recruitment Contact Contact Details For questions concerning this position or recruitment progression, please refer to the Recruitment Contact listed below. Recruitment Contact Name Elaine Brady Recruitment Contact Email ******************* Recruitment Contact Phone ************ Posting Specific Questions Required fields are indicated with an asterisk (*). Applicant Documents Required Documents * Resume/CV * Cover Letter Optional Documents Persons needing accommodations or assistance with the accessibility of materials related to this search are encouraged to contact University HR (*************). The University of Georgia is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, disability, genetic information, national origin, race, religion, sex, or veteran status or other protected status.

We are seeking an Experienced Client Advisor to become a part of our team! You will provide overall support to attorneys' business needs. Responsibilities: Handling cases from sign up through settlement, with help from the pre-litigation team Assist with the drafting of legal documents Investigate facts to help in the negotiation of legal disputes Monitor and ensure compliance with state and federal regulations Record and store client information Speaking with clients in person and over the phone Qualifications: 2 years consecutive experience as case manager OR paralegal of personal injury law firm Bachelor's Degree Managing Volume (Personal Injury Cases) Familiarity with legal research Ability to prioritize and multitask Excellent written and verbal communication skills Deadline and detail-oriented Bilingual in English & Spanish is a plus! We offer paid holidays, bonuses, paid time off, and so much more! We look forward to you joining our team! In addition to base salary, we also offer an Incentive Pay structure, with uncapped potential.

Our Story: Dover Food Retail (DFR) is a leading manufacturer of Display Cases, Specialty Products, Refrigeration Systems, Power Systems and Comprehensive Services; and l eading our industry by Innovating What's Next in glass doors and intelligent merchandising technologies that keep food safe under brands such as HillPhoenix and Anthony. DFR is part of the Climate & Sustainability Technologies segment of the Dover Corporation (NYSE: DOV). Dover is a diversified global manufacturer with annual revenues in excess of $7 billion. DFR is built on creativity and customer-centric innovation delivered by people invigorated by a strong sense of responsibility to help our customers win in their marketplaces. The relationships we build with our customers are as important to our success as the products we manufacture. This collaborative environment delivers FRESH THINKING, reassuring our customers that they choose the best when they choose to work with the people of Dover Food Retail. Job Title: Finance Summer Intern Job Summary: We are seeking a highly motivated and detail-oriented Finance Intern to join our team for the summer. This internship offers a hands-on opportunity to gain practical experience in financial analysis, budgeting, reporting, and other key finance functions within a dynamic business environment. This function will assist the analytical engine of the company to provide insights and support ‘optimal' business decision making. The intern will support the Finance team in day-to-day operations and contribute to special projects. Key Responsibilities: Assist in preparing and analyzing financial reports, statements, and forecasts. Support budgeting and financial planning processes. Conduct financial research and data analysis to identify trends and variances. Help maintain and improve internal financial models and dashboards. Participate in monthly/quarterly close processes and audit support activities. Collaborate with various departments to gather and organize financial information. Monitor, track & calculate key financial metrics including sales growth, earnings growth, operating margin, working capital percent, free cash flow, capex, days sales outstanding, inventory turns & day purchases outstanding Present findings and insights to team members and leadership as needed. Qualifications: Current enrollment in a Bachelor's or Master's program in Finance, Accounting, Economics, Business, or a related field. Completion of at least 1 year of college coursework. Strong analytical and quantitative skills. Proficiency in Microsoft Excel Attention to detail with strong organizational and time management abilities. Effective written and verbal communication skills. Ability to handle sensitive financial data with integrity and confidentiality. Preferred Qualifications (Optional): Previous internship or academic project experience in finance or accounting. Familiarity with financial statements and key finance concepts. Experience with financial software or tools (e.g., SAP, Power BI) What You'll Gain: Real-world experience in finance operations and analysis. Exposure to financial planning tools and decision-making processes. Mentorship and networking opportunities within the organization. Development of key technical and professional skills. The backbone behind our collection of outstanding businesses is a team of dedicated employees who protect and enhance our valued reputation for quality and delivering what we promise. It's our values that define Dover to all of our key audiences: our shareholders, customers, prospective employees and especially to ourselves. These values must be expressed in our work and embody our actions, as they form the basis by which we do our jobs, make decisions and measure our performance. It's our unwavering commitment to maintaining our values that defines who we are as a Company. • Collaborative Entrepreneurial Spirit • Winning Through Customers • Respects and Values People • Expectations for Results • High Ethical Standards, Openness, and Trust The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company. Dover Food Retail is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without discrimination based on race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other factors prohibited by law.

Black Book is proud to begin the recruitment for a Financial Analyst who possesses that unique talent and skill set of supporting the entire organization. This is a very rare and unique opportunity to join not only Black Book, but also Hearst Transportation and the Hearst Organization. Work Location: Lawrenceville, GA Are you a numbers-driven problem solver with a passion for turning data into actionable insight? Do you thrive in fast-paced, collaborative environments where your analysis directly influences business strategy? Join us as a Financial Analyst and help shape the financial future of a leading data-driven organization. What You'll Do * - Drive accurate billing and transaction reporting * - Lead contract renewals and monitor customer usage compliance * - Analyze financial data and identify business trends and risks * - Forecast revenue with precision and offer insight on growth opportunities * - Audit customer transactions against agreements to ensure billing accuracy * - Build efficient workflows using tools like Salesforce and AI technologies * - Produce detailed, visually clear trend reports for stakeholders * - Support pricing strategies, collections, and contract management What You Bring Must-Haves: * - 3+ years of financial analysis experience * - Bachelor's degree in Finance, Business, or a related field * - Advanced Excel, Word, and Access skills * - Proficiency in Salesforce * - Hands-on experience with AI tools (e.g., for forecasting, data analysis, automation, or reporting) Nice-to-Haves: * - Familiarity with Oracle ERP or subscription billing systems * - Background in the automotive industry * - Strong presentation and communication skills * - Ability to juggle multiple high-stakes projects with reliability and accuracy * - A proactive, collaborative mindset and an eye for process improvement Why You'll Love Working Here * - Impactful role with room to innovate and grow * - Collaborative culture with talented, cross-functional teams * - Opportunities to work on cutting-edge financial technology and AI integration * - A values-driven company where your ideas matter Ready to Join Us? If you're ready to put your analytical skills to work in a forward-thinking team that values innovation and data-driven decision-making, we'd love to hear from you!

Job Title: Systems Finance Intern Duration: 10 -12 weeks, Summer 2026 Department: Finance Reports To: Finance Manager, Analyst, or Department Lead Dover Food Retail (DFR) is a leading manufacturer of Display Cases, Specialty Products, Refrigeration Systems, Power Systems and Comprehensive Services; and leading our industry by Innovating What's Next in glass doors and intelligent merchandising technologies that keep food safe under brands such as HillPhoenix and Anthony. DFR is part of the Refrigeration and Food Equipment segment of the Dover Corporation (NYSE: DOV). Dover is a diversified global manufacturer with annual revenues in excess of $7 billion. DFR is built on creativity and customer-centric innovation delivered by people invigorated by a strong sense of responsibility to help our customers win in their marketplaces. The relationships we build with our customers are as important to our success as the products we manufacture. This collaborative environment delivers FRESH THINKING, reassuring our customers that they choose the best when they choose to work with the people of Dover Food Retail. Job Summary: We are seeking a highly motivated and detail-oriented Finance Intern to join our team for the summer. This internship offers a hands-on opportunity to gain practical experience in financial analysis, budgeting, reporting, and other key finance functions within a dynamic business environment. This function will assist the analytical engine of the company to provide insights and support 'optimal' business decision making. The intern will support the Finance team in day-to-day operations and contribute to special projects. Key Responsibilities: Assist in preparing and analyzing financial reports, statements, and forecasts. Support budgeting and financial planning processes. Conduct financial research and data analysis to identify trends and variances. Help maintain and improve internal financial models and dashboards. Participate in monthly/quarterly close processes and audit support activities. Collaborate with various departments to gather and organize financial information. Monitor, track & calculate key financial metrics including sales growth, earnings growth, operating margin, working capital percent, free cash flow, capex, days sales outstanding, inventory turns & day purchases outstanding Present findings and insights to team members and leadership as needed. Qualifications: Current enrollment in a Bachelor's or Master's program in Finance, Accounting, Economics, Business, or a related field. Completion of at least 1 year of college coursework. Strong analytical and quantitative skills. Proficiency in Microsoft Excel Attention to detail with strong organizational and time management abilities. Effective written and verbal communication skills. Ability to handle sensitive financial data with integrity and confidentiality. Preferred Qualifications (Optional): Previous internship or academic project experience in finance or accounting. Familiarity with financial statements and key finance concepts. Experience with financial software or tools (e.g., SAP, Power BI) What You'll Gain: Real-world experience in finance operations and analysis. Exposure to financial planning tools and decision-making processes. Mentorship and networking opportunities within the organization. Development of key technical and professional skills. The backbone behind our collection of outstanding businesses is a team of dedicated employees who protect and enhance our valued reputation for quality and delivering what we promise. It's our values that define Dover to all of our key audiences: our shareholders, customers, prospective employees and especially to ourselves. These values must be expressed in our work and embody our actions, as they form the basis by which we do our jobs, make decisions and measure our performance. It's our unwavering commitment to maintaining our values that defines who we are as a Company. * Collaborative Entrepreneurial Spirit * Winning Through Customers * Respects and Values People * Expectations for Results * High Ethical Standards, Openness, and Trust The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company. Dover Food Retail is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without discrimination based on race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other factors prohibited by law. Nearest Major Market: Atlanta Job Segment: Summer Internship, Power Systems, Intern, Financial, Entry Level, Energy, Finance, Research

is an on-site position. Assists in budget development, approval, and implementation. Ensures departmental and agency compliance with the approved budget. Provides budget division approval for all County processes. Prepares monthly/quarterly/annual budget and operational summary reports as required. MAJOR RESPONSIBILITIES: Serves as the main budgetary control officer for the County - approves purchasing requisitions, agenda items, budget transfer requests per the adopted budget resolution, etc. Assists in preparing/assembling and revising the overall annual County operating and capital budgets. Assists with developing revenue and expenditure estimates/projections for the annual County budget. Prepares supporting documentation and schedules for the annual budget process. Maintains complete and accurate budget records for the requested, revised, and adopted budget. Performs various financial tasks related to budget management throughout the year including variance analysis of the general ledger, managing department budget changes, providing budgetary approval for expenditures, and training staff of other departments in accounting and budget procedures. Prepares supporting documentation and schedules for the audit, as needed. Collects data and prepares schedules required by external auditors. Assists with management of the SPLOST program for the County including monthly and annual reporting, advertisements, and regular reconciliation of activity. Assists with development of the budget and cash flow of the County's multi-year Capital Improvement Plan, including SPLOST and other capital funds, and prepares revisions in accordance with County needs and priorities. Prepares and develops the Annual Hall County Budget Guide submitted to the Government Finance Officers Association (GFOA). Assists in development, implementation, and oversight the County's Policies and Procedures Manual and the County's Budget Preparation Manual . Regular and predictable attendance is required. Performs other related duties as required. MATERIALS AND EQUIPMENT USED: Personal Computer Calculator Printer/Copy Machine Telephone Word Processor Scanner Various Software Packages MINIMUM QUALIFICATIONS REQUIRED: Education and Experience: Bachelor's Degree in Public Administration, Accounting, Finance, Business Administration or related field from an accredited college or university. Three (3) years of professional experience in related field, with budgeting experience is preferred. Any equivalent combination of education and experience which provides the minimum level of qualifications stated above. LICENSES AND CERTIFICATIONS: None. KNOWLEDGE, SKILLS, AND ABILITIES: Knowledge of Generally Accepted Accounting Principles (GAAP), practices, methods, and procedures. Knowledge of County Government and its organization and function. Knowledge of modern office practices, procedures and equipment including computers and spreadsheet applications. Knowledge of the technical aspects of fund accounting. Knowledge of local government budgetary policies and procedures. Ability to research practices and procedures established by the Government Finance Officer's Association (GFOA), Government Accounting Standards Board (GASB) and other appointed boards and professional standards organizations. Proficiency in Microsoft Office with a required intermediate skill level in Microsoft Excel. Must have excellent attention to detail. Strong analytical and problem solving skills with the ability to research and reconcile difficult accounts. Detailed oriented and organized in work. Ability to read, interpret, and apply local ordinances and State laws governing the financial administration of County Government. Knowledge of functions, organization, staffing, and operating procedures of various departments. Ability to handle multiple priorities effectively and efficiently. Ability to plan, organize, and/or prioritize daily assignments and work activities. Ability to perform complex mathematical calculations or financial analysis with a high degree of accuracy. Skill in preparing, analyzing and interpreting a variety of financial documents and reports. Ability to interpret various accounting guidelines and pronouncements and apply them to the operations and financial records of a municipality. Ability to operate computer and all other office equipment. Excellent and effective verbal and written communication skills. Ability to convey information in a clear and concise manner. Ability to make timely decisions. Ability to establish and maintain effective working relationship with subordinates, other municipal officials, and the general public. Ability to communicate and interact effectively with supervisors, management, other staff members, elected officials, and personnel at all levels of government. Ability to establish and maintain effective working relationships with department/division heads, employees, and outside agencies. Ability to interact professionally with staff at all levels of the organization, senior management, elected officials, department/division heads, the public, and other governmental entities and agencies. ADA Minimum Qualifications: Physical Ability: Essential functions of this position continuously require the ability to remain in a stationary position (sitting or standing); operate a computer and other office machinery, such as a calculator, copier, and printer. Incumbents must continuously be able to think analytically; handle stress and emotion, concentrate on tasks, remember names and other details; examine and observe details; make decisions, and adjust to change. Incumbents must also continuously direct others; meet deadlines; stay organized; use math/calculations and use a keyboard/type. Essential Functions frequently require the ability to move about inside the office; and move/transport items up to 10lbs. Essential functions occasionally require the ability to bend body downward and forward by bending spine and legs, and twisting at the waist, hips or knees; reach overhead; push or pull; and repetitively use hands/arms/legs. Incumbents in this position are occasionally required to be on-call and work irregular hours. Sensory Requirements: Essential functions regularly require the ability to use effective verbal and written communication; and use of hand/eye coordination and fine manipulation to use equipment. Environmental Factors: Essential functions of this position continuously require the ability to either work with others or work alone. This class specification should not be interpreted as all-inclusive. It is intended to identify the major respon sibilities and requirements of this job. The incumbents may be requested to perform job-related responsibilities and tasks other than those stated in this specifica tion.

Join Our Team In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America's Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America's Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work! Join our team to experience what it's like to work at “one of the best places to work in the metro Atlanta”. About this PositionThe Financial Analyst will play a key role in the Enterprise Transformation Office (ETO), connecting project and business cases, portfolio, and financial data using accounting and financial practices, tools, policies, and processes. The role will partner with various stakeholders within the business, finance, IT, and management, including senior leadership, to present data and insights on key business initiatives and project budgets, forecasts, actuals, and metrics using detailed analysis, financial trackers, portfolio and financial platforms, and presentations. The role requires a solid accounting or financial background, including analyzing journal entries to creating executive summaries. Candidates must reside in Metro Atlanta area to be considered. Referrals welcome. Work schedule: Hybrid, Tuesday and Wednesday in-office and Monday/Thursday/Friday remote. There may be an occasional need for in-office day on M/Th/Fr, with prior notification. Salary: $80K - $90KResponsibilities & Qualifications Lead the creation of ETO and portfolio financial processes and maintain governance of processes, including documentation, reporting, and periodic audits Support business case development with cost-benefit analysis, financial forecasts, sensitivity analysis, post-implementation analysis, ROI and benefits calculations, and related financial analysis Maintain a multi-year forecast of project portfolios Ensure ETO maintains alignment with corporate and IT finance processes and policies Maintain data integrity within financials tools and applications including Smartsheet, Apptio, Workday Financials, Planful, and any offline tracking documents that may store data such as excel Risk management: Identifying and assessing risks, developing risk mitigation strategies, and monitoring risk exposure Support the distribution of financial data to business stakeholders Maintain project financial data and ensure accountability, reconciliation, and transparency of ETO financials Support portfolio financial reporting for cost, benefit, strategic and operational metrics Partner with corporate and IT finance groups to integrate existing financial reporting data as part of ETO activities, as well as developing any needed process workflows to bridge interactions between ETO, IT, business and finance partners Analyze financial data and statements from business areas, including forecasting, budgeting, and variance analysis Support planning and ideation of project budgeting and planning Perform ad-hoc data analysis, forecasts, simulations and scenario modeling Work with procurement, legal, and finance teams to ensure proper CEP, contract, and financial processes are followed and improved to drive for synchronization and integration Identify gaps and areas for improvement in processes, analyze options and present recommendations. Ability to implement recommendations and establish an ongoing process to ensure improvements are maintained Education Bachelor's degree or equivalent experience Finance, Accounting, Economics, or related field Certifications in related fields is optional Years of Experience: 6 - 10 years Type of Experience Required Corporate financial and accounting practices Strong communication and presentation skills, including to leadership and executives Ability to lead projects and initiatives Proven ability to maintain data confidentiality and experience with sensitive data handling practices Required Knowledge, Skills and Abilities Proficient in Microsoft excel, spreadsheet modeling, and financial query tools Prior experience in enterprise financial tools such as Apptio, Planful, Workday Financials, Adaptive are a plus Expertise in Microsoft Office products such as PowerPoint, Office, MS Teams Experience with SQL, Python, R, PowerBI, and/or other data analysis and visualization tools is a plus Preferred Education, Experience, Certifications or Licenses, Knowledge, Skills and Abilities Bachelor's degree in finance, accounting or business management or equivalent work experience 6-10 plus years of experience in financial analysis, budgeting, planning, forecasting, data analysis and modeling 3+ years' experience in leading financial or business projects, process improvement initiatives, or similar activities #Dice #LI-SH1 FLSA status: This position is exempt (not eligible for overtime pay): YesOur Benefits: Day one health, dental, and vision insurance 401(k) Plan with competitive employer match Vacation, sick, holiday and volunteer time off Life and disability insurance Flexible Spending Account & Health Savings Account Professional development Tuition reimbursement Company-sponsored social and philanthropy events It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws. At Primerica, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

Financial Analyst Location: Norcross Working hours: DEUTZ is one of the world's leading manufacturers of innovative drive systems. Its core competences are the development, production, distribution and servicing of diesel, gas and electric drivetrains for professional applications that is used in construction equipment, agricultural machinery, material handling equipment, stationary equipment, commercial vehicles, rail vehicles and other applications. Job Summary POSITION SUMMARY: The Financial Analyst is responsible for all areas related to financial reporting and analysis within the organization. This position is also responsible for analyzing reported data and making continuous business improvement recommendations. The Financial Analyst will have contact with mid/upper-level management, which requires strong interpersonal skills, both written and verbal. ESSENTIAL DUTIES & RESPONSIBILITIES: The Financial Analyst will be responsible for, but not limited to, the following duties: Consolidate and prepare financial reports including the analysis of the results. Report and analyze all sales data, including margin and selling price deviations. Analyze current processes for streamlining and automation opportunities. Develop and present recommendations on cost savings and other initiatives that drive efficiency and reduce cycle time in report preparation. Report and analyze product/customer/segment profitability. Analyze & forecast major company cost positions. Responsible for all CAPEX reporting, forecasting and tracking Provide analytical reviews on P&L and Balance Sheet Prepare monthly profitability estimates. Work closely with parent company Controlling/Financial Analysis team to help resolve issues and/or improve processes at DCA. Analyze cost center actual vs. FC/budget deviations on G/L level (with explanations) Ensure that all reporting is submitted in a timely manner. Perform other duties as assigned. Travel Demands: Anticipated domestic and international travel is approximately 0% -10% depending on business needs. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below represent the knowledge, skill, and ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. EDUCATION/EXPERIENCE Preferred Description X Undergraduate degree in Business Administration, Accounting, Finance or Decision Sciences. X Demonstrates strategic and analytical thinking. X 1-3 years related experience. X Experience with SAP ERP system X Strong knowledge of Microsoft Office products with particular focus on advanced Excel. Significant experience with pivot tables, look-up tables and macros required. ADDITIONAL REQUIRED SKILLS: Good communication skills, both verbal and written, and ability to process large volumes of numerical and statistical data. Ability to work independently, make improvement suggestions, and working in a team environment is a must. Ability to multitask, work in a fast-paced environment with changing priorities and the ability to remain calm under pressure is required. LANGUAGE ABILITY: Read, analyze and interpret scientific and technical journals, financial reports and legal documents. Respond to inquiries or complaints from customers, agencies or members of the business community. Write speeches and articles for publication. MATHEMATICAL ABILITY: Work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Apply concepts such as fractions, percentages, ratios and proportions to practical situations. REASONING ABILITY: Define problems, collect data, establish facts and draw valid conclusions. Interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. WORK ENVIRONMENT: The work environment characteristics described here represent those an employee encounter while performing the essential functions of this job. Reasonable accomodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is in an office. The noise level in the work environment is usually quiet to moderate. PHYSICAL DEMANDS: An employee must meet the physical demands described here to perform the essential functions of this job successfully. Reasonable accomodations may be made to enable individuals with disabilities to perform essential functions. Physical Demand Requirement Frequency Concentration Daily Sitting Daily Communication Daily Vision Daily Verbal Daily Standing Daily Hearing/Listening Daily Lifting Daily Bending Daily EEO Statement DEUTZ is an equal opportunity employer and considers all applicants for employment based on merit, competence, performance, and business needs. We do not discriminate on the bases of any status protected under federal, state, or local law. Applicants will be considered regardless of their race, color, sex, gender identity or expression, age, religion, creed, national origin, citizenship status, sexual orientation, genetic information, physical or mental disability, military status or any other characteristic protected under federal, state, or local law. In addition to complying with all applicable laws, DEUTZ also has a strong corporate commitment to inclusion.