Finance advisor jobs in Cleveland, OH - 190 jobs

Skylight Financial Group Ohio, United States (On-site) Innovation and Flexibility Work with a business partner who is eager to be on the leading edge. You've spent a good portion of your career building the practice you envisioned. You also know that the next step of your journey would benefit from a bold, forward-thinking partner. We respect your experience and your expertise. At our firm, you'll have the freedom to build your practice the way you want to, with the support of a business partner who mirrors your desire for innovation. About the Role - We're seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our investment in cutting edge technologies, and see a strong teaming model as a means to better serve their clients. If you're a successful entrepreneur looking to accelerate your practice, we will support you through: State-of-the-art technology platforms and tools A diversified portfolio of investment, insurance, and retirement solutions - all manufactured here, so your input can directly impact the products we develop A one-stop shopping hub for insurance solutions when your clients' needs must be met with products we do not offer A unique business markets process that will differentiate you and help you add more value to conversations with business owners Concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources A team of seasoned investment and trust specialists to meet your clients' unique estate planning and wealth management needs Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms Let's partner together in support of the values we share with each other: Innovation: benefit from dedicated investments into tools and technologies designed to make doing business easier for you Enjoying flexibility: build your business the way that's right for you - we respect your experience and expertise Expanding your influence: we know your impact transcends families, boundaries, businesses, communities, and generations Being heard: because your voice matters, because you matter Seeing the pathway to success: receive the guidance and support you need to realize your vision for your practice -Transparency: enjoy honesty and clarity as the fundamental ingredients of partnership Contact us today to discuss a smooth transition to a financial firm that knows how to give entrepreneurs the resources to do what they know best.

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.

Brown Gibbons Lang & Company (BGL) is a leading independent investment bank and financial advisory firm focused on the global middle market. We advise private and public corporations and debt and equity sponsors on mergers and acquisitions, divestitures, capital markets, financial restructurings, valuations and opinions, real estate, and other strategic matters. On every engagement, our clients receive senior-level attention from experienced bankers who bring a wealth of industry knowledge, transaction expertise, and deep relationships with key players in a broad range of industries. Job Description Investment Banking Associates at Brown Gibbons Lang & Company have a strategic position and will oversee the preparation of financial analyses, conduct due diligence, develop offering presentation materials, and participate in the structuring and execution of a wide variety of transactions. Investment Banking Associates assume an integral role in transaction execution and client interaction, as well as participation in marketing efforts and identifying prospective clients. Investment Banking Associate Responsibilities: BGL Investment Banking Associates enjoy a high level of involvement at every stage of the transaction and frequently interact with senior level bankers and management of client companies. They are active contributors during every phase of the transaction process and are integral to each transaction team. Additionally, Associates work closely with senior bankers to assist with their new business efforts. Investment Banking Associates at BGL act as primary processors of transactions and proposals. Associates are expected to master all aspects of transaction execution, including new business presentations, financial modeling and analysis, industry research, and preparation of other written materials. Associates are required to have the ability to work on two to three transactions at any one time. As they become more experienced, Associates will be expected to manage transactions along with senior bankers and help coordinate the activities of team members, clients, attorneys, and accountants. Job Responsibilities: Supporting senior bankers in transaction execution and client management Performing financial analysis Identifying potential investors, buyers, acquisition targets or merger partners Conducting industry research Participating in new business development Cultivating analyst development Qualifications Candidates for this position should be dynamic, highly-motivated individuals with a sincere enjoyment of their work and should demonstrate a commitment to excellence in all tasks and to the growth of the firm as a leader in the middle market. Successful candidates possess the following characteristics: Bachelor's Degree required, MBA preferred Two or more years of previous experience in Investment Banking Outstanding academic record Strong accounting and financial modeling knowledge and experience Excellent interpersonal skills Excellent written and verbal communication skills Ambitious team player with commitment to excellence Additional Information We have Investment Banking opportunities available in our Cleveland, OH and Chicago, IL offices.

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

Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona **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 (********************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective **Job Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: + Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs + Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies + Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies + Source prospective clients and capitalize on referrals + Deliver customized solutions and the full resources of Bank of America Merrill + Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience + Established and portable practice with a minimum of $1MM in production + Experience managing client portfolios and driving growth + Proven relationship building and business development skills Desired Skills: + Bachelor's degree or higher strongly preferred + Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent communication skills, both written and verbal + Highly entrepreneurial **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.

COME JOIN OUR JOURNEY! When you join TT, you join our global community of visionaries, creators, and achievers dedicated to engineering and manufacturing electronic solutions enabling a safer, healthier and more sustainable world. Simply put, we are a global manufacturer with a passion for engineering advanced electronics that benefit our planet and people for future generations. We are committed to having a positive impact on the world through a culture built around safety, transparency, collaboration, and positive relationships. Our teams are fueled by performance and expertise, leading the charge in innovation, efficiency and delivering world-class customer service. Be part of the journey. Role Overview and Responsibilities Duties and Responsibilities: As a Quality Management Systems Intern, you will be an active member of our Quality Assurance team, assisting all areas of the organization by creating, maintaining, and refining quality system documents. This role is ideal for students who are interested in learning more about Quality Assurance and are passionate about solving real-world manufacturing challenges. Dates of Internship: May 27th, 2026 - August 7th, 2026 Develop, revise, organize, and maintain Quality System documentation, including policies, procedures, forms, and Work Instructions. Help ensure documentation and processes comply with industry standards, customer requirements, and internal best practices. Analyze existing processes and documentation, identify opportunities for improvement, and help implement standardized procedures. Work cross-functionally with other departments, including Quality, Engineering, Supply Chain, and Operations. Help document standardized work, visual controls, and process maps. Take on additional projects based on current business needs. Interns are expected to work a full-time schedule of 40 hours/week and will be compensated on an hourly basis. Qualifications, Skills and Attributes Qualifications: Completion of Junior year in an accredited college with a major in a STEM Field (Engineering Preferred but not Required). Strong technical writing skills. Ability to work both collaboratively and autonomously. Organize and complete detailed tasks and project work. Excellent communication and interpersonal skills. Proficient computer skills including Microsoft Office Suite. This position requires use of information which is subject to the International Traffic in Arms Regulations (ITAR). All applicants must be U.S. persons within the meaning of ITAR. ITAR defines a U.S. person as a U.S. Citizen, U.S. Permanent Resident (i.e. 'Green Card Holder'), Political Asylee, or Refugee Solving Technology Challenges for a Sustainable World We want the very best people in our TT family across the globe - so we welcome applications from everyone, to celebrate a diverse mix of experiences, backgrounds and identities. We are committed to equality of opportunity for all and you can rest assured that TT Electronics takes positive steps to ensure we are an inclusive business, that will welcome and support you, from your initial application to wherever your career takes you! Please get in touch if you'd like to discuss any reasonable adjustments to your application, in order that we can accommodate and support you in the process. If you want to work for a company where who you are is valued and respected, we'd love to hear from you. #WeAreTT #BeMeAtTT TT Electronics does not accept any unsolicited resumes from third parties. Any resumes submitted by a third party for this or any other position will not be subject to any recruitment fees if hired.

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights * Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking * Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance * Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations * Location: In-office presence required * Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience * Education: Bachelor's degree or equivalent skills and work experience * Licensing: State Life & Health, SIE, Series 7, Series 66 * Personal Attributes: values-driven with a track record of success and accomplishment * Communication Skills: excellent interpersonal and communication abilities with strong self-confidence * Mindset: entrepreneurial spirit with a desire to positively impact others' lives * Collaboration: ability to work with and learn from top performers * Work Authorization: must be authorized to work in the United States Training & Development * FINRA Sponsorship: provided for required FINRA licensing * Preliminary Employment Period (PEP): comprehensive 120-day hands-on training * Virtual University: access to Equitable Advisors' Virtual University for continuous learning * Mentorship: opportunities for joint work and mentorship * Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed * Leadership Development: access to Leadership Development School for those with management ambition * Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits * Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. * Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek, with $27,550 annually. * Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. * Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: Th Funding and Investor Settlement Specialist is a dual-role position responsible for overseeing the funding of residential mortgage loans and supporting the investor settlement process, ensuring loans are accurately and efficiently settled with investors. This role plays a critical part in tracking funding milestones, verifying documentation and wire instructions, and supporting accurate investor reporting and reconciliation. Job Responsibilities: Review closed loan packages to confirm completeness and compliance with regulatory and investor guidelines. Coordinate with internal teams to facilitate timely and accurate disbursement of funds. Verify wire instructions and initiate funding transactions through approved systems. Track loan funding milestones and update loan status in the Loan Origination System (LOS). Proactively resolve any issues or discrepancies that may delay funding. Assist with the preparation and execution of investor settlement processes, including verifying loan data, settlement terms, and remittance details. Collaborate with servicing, post-closing, and secondary market teams to ensure accurate and timely investor reporting. Reconcile settlement documentation in accordance with investor agreements and compliance standards. Maintain up-to-date investor settlement logs and reports to support operational accuracy and transparency. Support the resolution of investor-related issues during the settlement and post-settlement phases. Qualifications and Skills: High School Diploma or equivalent. Experience working with Fannie Mae, Freddie Mac, or private mortgage investors, preferred. Exposure to loan servicing or investor reporting systems, preferred. Understanding of escrow, reconciliation, and wire procedures, preferred. Knowledge of investor settlement procedures, investor delivery, or post-closing, preferred. Solid understanding of mortgage lending procedures, loan documentation, and mortgage funding operations, preferred. Working knowledge of investor settlements within the secondary mortgage market, preferred. Knowledge of secondary market or investor-related processes, preferred. Proficient in Microsoft Office Suite, including Excel, Outlook, and Word to create and manage spreadsheets, use formulas, and handle data tracking effectively. Familiarity with LOS platforms (Encompass). Excellent organizational and communication skills with attention to detail. Skill in managing multiple tasks efficiently in a deadline-driven environment. This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************

Job Title: Financial Analyst II Schedule: Monday - Friday Salary: $94,000-107,000 depending on experience Benefits: Competitive benefits, bonus, hybrid flexibility Why This Opportunity Stands Out (Financial Analyst II): Take ownership of impactful reporting and analysis that directly supports executive decision-making Financial Analyst II Join a data-driven organization that values insights and empowers analysts to influence strategy Collaborate cross-functionally with operations, accounting, and leadership teams Be part of a high-performing, growth-focused finance team with mentorship and career pathing Gain exposure to advanced analytics tools, financial modeling, and process improvement initiatives Financial Analyst II Key Responsibilities (Financial Analyst II) : Prepare and analyze financial reports, forecasts, and budgets to support strategic planning and performance monitoring Deliver insights on financial trends, variances, and key business drivers to internal stakeholders Support special projects and initiatives through financial modeling, scenario planning, and data analysis Financial Analyst II Qualifications (Financial Analyst II): 2-3 years of progressive financial analysis experience, ideally with exposure to Oracle/Hyperion or similar ERP systems Strong Excel and analytical modeling skills; experience with Essbase or BI tools a plus Bachelor's degree in Finance or Accounting (CPA/CMA pursuit encouraged, not required) #CFStaffing #Financialanalyst #Finance #LI-Hybrid

Job Description Purpose: To provide day-to-day finance tasks including accounts payable, accounts receivable, and finance management responsibilities. This role will also coordinate with the volunteer Counters Team that assists with counting all weekly offerings. Essential Responsibilities: Bookkeeper responsibilities - 60% Accounts payable Pay invoices by entering invoices into accounting software, currently QuickBooks Online; verifying transaction information; scheduling and preparing disbursements; obtaining authorization of payment. Prepare checks consistent with invoice approval and check signing guidelines. Process online bill pay. Compile, distribute, maintain, and reconcile credit card monthly activity for all Heartland credit card holders. Accounts receivable Maintain confidential giving database, currently Planning Center, records by inputting, reconciling and reporting weekly online, check and cash donations. Prepare bank deposits using weekly offering count sheets from volunteer counters and miscellaneous non-giving income deposits counted by two staff members. Prepare invoices as needed. Make banking deposits and transfers. Payroll Receive payroll documentation from Human Resources and input into QuickBooks Online. Pay Workers Compensation bills on the online portal and complete annual true-up calculation. Audit the payroll process quarterly and act as a back-up for Human Resources. Filing Maintain financial historical records by filing accounting documents. Finance management responsibilities - 25% Month-end close Record financial information including but not limited to giving, petty cash, other income, invoices, salaries, etc. and verify ACH positive pay. Maintain accounting ledgers by posting account transactions. Reconcile financial information including but not limited to monthly bank statements, vendor statements, transactions, bank statements, payroll, etc. Review fixed assets. Prepare monthly financial reports by collecting, analyzing, and summarizing account information and trends. Reports include, but are not limited to, Balance Sheet, Income Statement/P&L, Cash flow statement, Actual vs. Budget report, Budget Rolling forecast, Ministry area specific reports, etc. Giving Coordinate with the Executive Pastor to email quarterly giving statement information to donors. Email annual giving statements to donors and mail statements to donors with no email on file. Review trends in giving data and reporting. Make recommendations to the Executive Team to grow financial discipleship of staff and the congregation. Other responsibilities Oversee retirement plan contributions to ensure timely deposits. Prepare 1099s for contractors. Assist with grant applications and funding reports. Manage annual budgeting process. Coordinate and prepare documentation for annual financial review and five-year financial audit with outside auditors. Obtain revenue by verifying transaction information; computing charges and refunds; preparing and mailing receipts and tax letters. Resolves account discrepancies by investigating documentation; issuing stop payments, payments, or adjustments. Coordination with volunteers on the counting team processes. Assist in the selection of the counting team by requesting background checks, etc. Act as backup trainer for the volunteer counting team. Assist with donor's planned giving by evaluating investments. Bring recommendations for approval to the Finance Team and cash out as directed. Establish and maintain internal controls. Maintains financial security by following internal accounting controls. Secures financial information by completing database backups. Provide other ministry financial documentation to Pastors and Team Leads, as requested. Policy and Procedure Development - 10% Collaborate with appropriate staff to develop and document finance policies and procedures and implement changes as necessary or required. Effectively communicate policies and procedures to staff and volunteers. Serve on the Finance Team - 5% Prepare budgeting documents and agenda items to assist in the fiscal responsibility of funds. Minimum Qualifications: Associate's Degree in Finance required. Bachelor's degree in Finance and CPA license preferred. Five years related experience in a finance role/department required. Experience as a Controller utilizing Quickbooks Online preferred. Satisfactory results on background and credit check process. Able to read, write, and follow verbal instructions in Standard English. Required Skills: A strategic partner who can administer finance policies and procedures while maintaining flexibility when leading. Proactive and strategic thinker with excellent time-management skills who can work independently. Maintains a high level of attention to detail and organization. Ability to handle and maintain confidential information. Exhibits a high level of ethics with a developed understanding of the accounting and finance process. Computer literate in Google suite and Microsoft Office Suite required. Prefers working in a fast-paced, always-changing environment. Physical/Other Requirements: Must regularly lift or move up to 20 pounds and occasionally lift or move up to 50 pounds, using proper lifting techniques such as lifting or moving equipment or help from another staff member. Working Conditions: This position is mainly on-site but a request can be made for some hours to be completed under a hybrid work arrangement. Some required hours will fall outside of conventional standards (monthly evening Finance Team meetings, occasionally provide training to volunteer counters on Sunday mornings, etc.). Disclaimer: Please note this position profile is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required for this position. Duties, responsibilities and activities may change at any time with or without notice. Powered by JazzHR ox Il4vEipr

Type of Requisition: Regular Clearance Level Must Currently Possess: None Clearance Level Must Be Able to Obtain: None Public Trust/Other Required: None Job Family: Interns Job Qualifications: Skills: Accounting, Finance, Financial Reporting and Analysis, Microsoft Office, Problem Solving Certifications: None Experience: 0 + years of related experience US Citizenship Required: No Job Description: GDIT Summer Internship Program - Summer 2026 Summer Finance and Accounting Associate Internship Sponsorship is not available for this role. At GDIT, our people are our business. We pride ourselves on the work our innovators do to support and secure some of the most complex government, defense, and intelligence projects across the world. We wouldn't be successful without our ability to attract new talent to join our team. What sets a GDIT internship experience apart from other organizations in the industry? GDIT's Summer Internship Program is designed with you in mind! Our internship provides you the opportunity to be a part of a collaborative team that is helping to solve our clients' most challenging matters. Throughout GDIT's 10-week Summer Internship Program, you will have the opportunity to do the following: Work side-by-side with GDIT professionals delivering work for clients. Collaborate with a team of peers to research and propose solutions to a current business challenge. Participate in a mentoring circle led by an early career champion. Interact with GDIT leaders. Participate in professional development. How You'll Make this Internship Opportunity Your Own Our Finance and Accounting Associate Internship is designed to make a direct impact on a broad variety of projects and help to co-create and deliver successful solutions to GDIT's internal and external clients. As a Finance and Accounting Associate (intern) you'll play a key part in driving company success by providing support to teams involved in the collection, validation and analysis of financial data used by decision makers. You will work closely with team members to provide data support, research and analytical services to those responsible for formulation and conduct of monetary, regulatory and supervisory policy. A Day in the Life Use modeling and analytics to understand how financial decisions impact our bottom line. Learn how to leverage new tools and technologies. Implementing new data collections Conduct research and analytical services related to financial data. Assist in planning and designing financial processes. Formulate recommendations to improve and support financial activities. Various duties that enhance the productivity and procedures of the company The Must-Haves Currently enrolled in an associate's, bachelor's or master's degree program economics, finance, statistics, accounting, or related discipline from a United States-based college or university. Excellent analytical and problem-solving skills. Strong planning and organizational skills. Basic understanding of Microsoft Office products (e.g., Word, PowerPoint, SharePoint, Excel, and Teams) What You'll Need to Deliver Your Best Every Day Strong interpersonal and written communication skills Experience using Excel, specifically data analysis, pivot tables, VLOOKUPs, and charts Ability to build meaningful relationships with manager and members of your team in a remote environment. Intuitiveness with an ability to identify and solve complex problems related to rapidly changing technology. A sense of genuine, intellectual curiosity and a nimble mindset Basic understanding of Microsoft Office products (e.g., Word, PowerPoint, SharePoint, Excel, and Teams) What you Offer as a Stand-Out Candidate Knowledge of accounting principles, interpreting financial statements, and exposure to quantitative financial analysis. Proficiency in VBA Knowledge of project management and data analytics. Analytical and quantitative skills: working with and synthesizing big data into actionable insights. Comfortable using data software to conduct analyses and synthesize findings. GDIT interns are paid and full-time (40 hours/week) for 10 consecutive weeks. Applicants should have a minimum of one semester remaining in their studies after their internship concludes. Take the first step and apply today! Note: We receive a high volume of applications and review them on a rolling basis. We encourage you to apply as soon as possible. Our goal is to follow up with you within two weeks of your application. The likely hourly rate for this position is between $19.55 - $26.45. This is not, however, a guarantee of compensation or salary. Rather, salary will be set based on experience, geographic location and possibly contractual requirements and could fall outside of this range. Scheduled Weekly Hours: 40 Travel Required: Less than 10% Telecommuting Options: Hybrid Work Location: USA VA Falls Church Additional Work Locations: Total Rewards at GDIT: Our benefits package for all US-based employees includes a variety of medical plan options, some with Health Savings Accounts, dental plan options, a vision plan, and a 401(k) plan offering the ability to contribute both pre and post-tax dollars up to the IRS annual limits and receive a company match. To encourage work/life balance, GDIT offers employees full flex work weeks where possible and a variety of paid time off plans, including vacation, sick and personal time, holidays, paid parental, military, bereavement and jury duty leave. To ensure our employees are able to protect their income, other offerings such as short and long-term disability benefits, life, accidental death and dismemberment, personal accident, critical illness and business travel and accident insurance are provided or available. We regularly review our Total Rewards package to ensure our offerings are competitive and reflect what our employees have told us they value most.We are GDIT. A global technology and professional services company that delivers consulting, technology and mission services to every major agency across the U.S. government, defense and intelligence community. Our 30,000 experts extract the power of technology to create immediate value and deliver solutions at the edge of innovation. We operate across 50 countries worldwide, offering leading capabilities in digital modernization, AI/ML, Cloud, Cyber and application development. Together with our clients, we strive to create a safer, smarter world by harnessing the power of deep expertise and advanced technology.Join our Talent Community to stay up to date on our career opportunities and events at gdit.com/tc. Equal Opportunity Employer / Individuals with Disabilities / Protected Veterans

Sotera Health's Corporate Internship program's goal is to provide an engaging environment for our interns to launch their career in the corporate landscape and encourage them to achieve their goals and develop their skills. As an Intern, you'll have the opportunity to get involved in meaningful projects and take part in "real-work" experience in your field. You'll have the opportunity to network with industry leaders and meet and build lasting relationships with peers. Our interns work 40 hours a week during a 10-week summer program and are based out of headquarters in Broadview Heights, Ohio. The Finance and Accounting Intern(s) will be responsible in assisting with various projects within our Finance and Accounting departments. Our interns will have the opportunity to gain experiences across various functions, including General Accounting, Treasury, Payroll, Internal Audit, Tax, Financial Planning & Analysis, and/or Accounts Payable, etc. * Participate in special projects as assigned * Perform tasks as assigned with attention to detail across functional areas within the Finance and Accounting departments * Contribute to team discussions, including asking questions, around planning, execution, and conclusions reached on the assigned tasks * Participate in any internship trainings / lunch & learns to better understand our business EDUCATION: * Currently pursuing an undergraduate degree in Accounting or Finance * Junior or senior level undergraduate status EXPERIENCE AND SKILLS: * Willing to learn, dependable, and would work well in a team environment. * Microsoft Office Skills (Excel, Word, Power Point) * Ability to work in a fast-paced environment * Strong verbal and written communication skills * Ability to adjust to a flexible, hybrid work environment

Sotera Health's Corporate Internship program's goal is to provide an engaging environment for our interns to launch their career in the corporate landscape and encourage them to achieve their goals and develop their skills. As an Intern, you'll have the opportunity to get involved in meaningful projects and take part in “real-work” experience in your field. You'll have the opportunity to network with industry leaders and meet and build lasting relationships with peers. Our interns work 40 hours a week during a 10-week summer program and are based out of headquarters in Broadview Heights, Ohio. The Finance and Accounting Intern(s) will be responsible in assisting with various projects within our Finance and Accounting departments. Our interns will have the opportunity to gain experiences across various functions, including General Accounting, Treasury, Payroll, Internal Audit, Tax, Financial Planning & Analysis, and/or Accounts Payable, etc. EDUCATION: Currently pursuing an undergraduate degree in Accounting or Finance Junior or senior level undergraduate status EXPERIENCE AND SKILLS: Willing to learn, dependable, and would work well in a team environment. Microsoft Office Skills (Excel, Word, Power Point) Ability to work in a fast-paced environment Strong verbal and written communication skills Ability to adjust to a flexible, hybrid work environment Participate in special projects as assigned Perform tasks as assigned with attention to detail across functional areas within the Finance and Accounting departments Contribute to team discussions, including asking questions, around planning, execution, and conclusions reached on the assigned tasks Participate in any internship trainings / lunch & learns to better understand our business

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.

Brown Gibbons Lang & Company (BGL) is a leading independent investment bank and financial advisory firm focused on the global middle market. We advise private and public corporations and debt and equity sponsors on mergers and acquisitions, divestitures, capital markets, financial restructurings, valuations and opinions, real estate, and other strategic matters. On every engagement, our clients receive senior-level attention from experienced bankers who bring a wealth of industry knowledge, transaction expertise, and deep relationships with key players in a broad range of industries. Job Description BGL is hiring an Investment Banking Senior Analyst to work at our office in downtown Cleveland. Analysts at BGL are entrusted with a high level of responsibility as important contributors to the transaction team. Our analysts work closely with Associates and Senior Bankers in the preparation of presentation materials and analysis and frequently interact with clients. The job is fast-paced and the learning curve is steep, as Analysts work closely with clients and internal teams across multiple transactions. Analyst Responsibilities: Conducting industry research. Interacting with senior bankers and executives from client companies in preparation and presentation of transaction materials. Ensuring the accuracy and adherence to the firm's quality standards of all presentation materials and analyses. Supporting the firms' marketing and recruitment activities. Qualifications Analyst Qualifications: Candidates for this position should be dynamic, highly motivated individuals with a sincere enjoyment of their work and should demonstrate a commitment to excellence in all tasks and to the growth of the firm as a leader in the middle market. Successful candidates possess the following characteristics: Bachelor's Degree required One years' experience in an Investment Banking Analyst position Outstanding academic record Strong accounting and financial modeling knowledge and experience Excellent interpersonal skills Excellent written and verbal communication skills Ambitious team player with commitment to excellence Additional Information All your information will be kept confidential according to EEO guidelines.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective Job Description: If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: * Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs * Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies * Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies * Source prospective clients and capitalize on referrals * Deliver customized solutions and the full resources of Bank of America Merrill * Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: * FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience * Established and portable practice with a minimum of $1MM in production * Experience managing client portfolios and driving growth * Proven relationship building and business development skills Desired Skills: * Bachelor's degree or higher strongly preferred * Proven ability to partner and promote lead generation. * Experience balancing investment management, sales activities and new client development. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Possess excellent communication skills, both written and verbal * Highly entrepreneurial Shift: 1st shift (United States of America) Hours Per Week: 40

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Finance & Investment Management Summer Intern participates in an immersive eight‑week rotational internship with CrossCountry Mortgage, gaining hands‑on experience across Portfolio Risk Management, Transaction Management, Secondary Marketing, and Finance/Treasury. The Intern rotates through two four‑week assignments on different teams, contributes to meaningful project work, and delivers a final presentation to organizational leadership. The internship offers opportunities in both Finance and Investment Management. Job Responsibilities: Participate in a structured orientation and team training. Complete a four‑week assignment with one team, followed by a rotation to a second team for the final four weeks. Contribute to team projects such as risk assessments and simulations, transaction‑lifecycle activities, market analysis, secondary‑market operations, financial reporting, and analysis of financial statements or scenarios. Collaborate with team members to develop a final project and present findings to leadership. Attend weekly check-ins with team leaders and mentorship sessions. Participate in networking events and cross-team workshops. Qualifications and Skills: Pursuing a bachelor's or master's degree in Finance, Economics, Business, Data Analytics, or a related field. Interest in financial services and operational functions. Familiarity with data analysis tools such as SQL, Python, or Tableau, preferred. Excellent analytical skills and attention to detail. Skilled in clear communication and effective collaboration in team environments. Commitment to the designated schedule for the eight‑week program period. Proficient in Microsoft Excel. This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************

Job title: Financial Analyst Schedule: Monday-Friday Salary: $80,000 - $90,000 base (depending on experience) Why This Opportunity Stands Out: True work-life balance: The team operates in a collaborative environment that encourages accountability and autonomy Mentorship: You'll be supported by a manager who invests in their team, with built-in time for training and development Career growth: Whether you want to grow into FP&A, reporting, or even leadership, you'll have a clear path - and real chances to get there High-impact work: Partner with decision-makers, make real contributions, and see your insights in action across the business Key Responsibilities (Financial Analyst): Analyze and interpret financial data to guide business decisions Prepare monthly, quarterly, and annual financial reports Support budgeting, forecasting, and variance analysis Collaborate cross-functionally to monitor key financial metrics Assist leadership with financial modeling and ad hoc analysis Qualifications (Financial Analyst): 3+ years in a financial analyst or similar role Bachelor's in Finance, Accounting, or related field Proficient with Excel (pivot tables, VLOOKUPs) and financial reporting #CFStaffing #Financial #Analyst #Careergrowth

Type of Requisition: Regular Clearance Level Must Currently Possess: None Clearance Level Must Be Able to Obtain: None Public Trust/Other Required: None Job Family: Interns Job Qualifications: Skills: Accounting, Finance, Financial Reporting and Analysis, Microsoft Office, Problem Solving Certifications: None Experience: 0 + years of related experience US Citizenship Required: No Job Description: GDIT Summer Internship Program - Summer 2026 Summer Finance and Accounting Associate Internship Sponsorship is not available for this role. At GDIT, our people are our business. We pride ourselves on the work our innovators do to support and secure some of the most complex government, defense, and intelligence projects across the world. We wouldn't be successful without our ability to attract new talent to join our team. What sets a GDIT internship experience apart from other organizations in the industry? GDIT's Summer Internship Program is designed with you in mind! Our internship provides you the opportunity to be a part of a collaborative team that is helping to solve our clients' most challenging matters. Throughout GDIT's 10-week Summer Internship Program, you will have the opportunity to do the following: Work side-by-side with GDIT professionals delivering work for clients. Collaborate with a team of peers to research and propose solutions to a current business challenge. Participate in a mentoring circle led by an early career champion. Interact with GDIT leaders. Participate in professional development. How You'll Make this Internship Opportunity Your Own Our Finance and Accounting Associate Internship is designed to make a direct impact on a broad variety of projects and help to co-create and deliver successful solutions to GDIT's internal and external clients. As a Finance and Accounting Associate (intern) you'll play a key part in driving company success by providing support to the GDIT Controller organization. You will be trusted to support various areas of the Controller department teams including financial reporting, technical accounting, internal controls, financial planning & analysis, and international accounting. A Day in the Life Performing accounting research for process and policy improvement, or problem solving Support internal audits and assessment of internal controls. Use modeling and analytics to understand how financial decisions impact our bottom line. Learn how to leverage new tools and technologies. Conduct research and analytical services related to financial data. Assist in planning and designing financial processes. Formulate recommendations to improve and support financial activities. Various duties that enhance the productivity and procedures of the company The Must-Haves Currently enrolled in an associate's, bachelor's or master's degree program economics, finance, statistics, accounting, or related discipline from a United States-based college or university. Excellent analytical and problem-solving skills. Strong planning and organizational skills. Basic understanding of Microsoft Office products (e.g., Word, PowerPoint, SharePoint, Excel, and Teams) What You'll Need to Deliver Your Best Every Day Strong interpersonal and written communication skills Experience using Excel, specifically data analysis, pivot tables, VLOOKUPs, and charts Ability to build meaningful relationships with manager and members of your team in a remote environment. Intuitiveness with an ability to identify and solve complex problems related to rapidly changing technology. A sense of genuine, intellectual curiosity and a nimble mindset What you Offer as a Stand-Out Candidate Knowledge of accounting principles, interpreting financial statements, and exposure to quantitative financial analysis. Knowledge of project management and data analytics. Analytical and quantitative skills: working with and synthesizing big data into actionable insights and assessing processes to identify risks and potential mitigation strategies Comfortable using data software to conduct analyses and synthesize findings. GDIT interns are paid and full-time (40 hours/week) for 10 consecutive weeks. Applicants should have a minimum of one semester remaining in their studies after their internship concludes. Take the first step and apply today! Note: We receive a high volume of applications and review them on a rolling basis. We encourage you to apply as soon as possible. Our goal is to follow up with you within two weeks of your application. The likely hourly rate for this position is between $19.55 - $26.45. This is not, however, a guarantee of compensation or salary. Rather, salary will be set based on experience, geographic location and possibly contractual requirements and could fall outside of this range. Scheduled Weekly Hours: 40 Travel Required: Less than 10% Telecommuting Options: Hybrid Work Location: USA VA Falls Church Additional Work Locations: Total Rewards at GDIT: Our benefits package for all US-based employees includes a variety of medical plan options, some with Health Savings Accounts, dental plan options, a vision plan, and a 401(k) plan offering the ability to contribute both pre and post-tax dollars up to the IRS annual limits and receive a company match. To encourage work/life balance, GDIT offers employees full flex work weeks where possible and a variety of paid time off plans, including vacation, sick and personal time, holidays, paid parental, military, bereavement and jury duty leave. To ensure our employees are able to protect their income, other offerings such as short and long-term disability benefits, life, accidental death and dismemberment, personal accident, critical illness and business travel and accident insurance are provided or available. We regularly review our Total Rewards package to ensure our offerings are competitive and reflect what our employees have told us they value most.We are GDIT. A global technology and professional services company that delivers consulting, technology and mission services to every major agency across the U.S. government, defense and intelligence community. Our 30,000 experts extract the power of technology to create immediate value and deliver solutions at the edge of innovation. We operate across 50 countries worldwide, offering leading capabilities in digital modernization, AI/ML, Cloud, Cyber and application development. Together with our clients, we strive to create a safer, smarter world by harnessing the power of deep expertise and advanced technology.Join our Talent Community to stay up to date on our career opportunities and events at gdit.com/tc. Equal Opportunity Employer / Individuals with Disabilities / Protected Veterans