Finance advisor jobs in Dothan, AL

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications: Bachelor's degree Active FINRA Series 7 license (May be obtained with a 120-day condition of employment for certified and current CFP designation or CFA designation holders, verified before hire) Active FINRA Series 66 license (May be obtained within the first 120 days) Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients Five or more years in the financial services industry working directly with clients Preferred Qualifications: CFP or CFA Superior relationship management and client retention experience Polished interpersonal, communication and presentation skills, attention to detail In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: Build a client base by growing relationships with your network and providing guidance Gain expertise through sponsored coursework and proprietary agent development training Guide clients through important financial decisions using the latest software and our expansive product portfolio Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity Self-motivation to connect with company provided sales leads and network with new clients Strong relationship building, communication, and time-management skills A competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer: Highly competitive commission structure designed to grow with you Passive income opportunities and bonus programs Fully paid study programs for insurance licensing SIE, Series 6, Series 63, CFP Award-wining training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year Flexible in-office schedules once you complete your agent training Progressive advancement opportunities Retirement savings program and more Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************

About the Company: Wrightwell is a growing real estate investment company focused on acquiring and managing high-quality Build-to-Rent (BTR) communities across the U.S. Our team is committed to delivering exceptional value to residents and investors through strategic acquisitions, disciplined operations, and proactive asset management. Position Summary: The Investment Associate will play a pivotal role within the Wrightwell team, contributing to both the acquisition of new properties and the ongoing management of acquired assets. This position offers a comprehensive involvement in the investment lifecycle, from underwriting and due diligence to preparing investor communications and facilitating acquisition closings. Additionally, the role encompasses active participation in asset management, including monitoring financial performance, setting budgets, and executing business plans to enhance asset value. As an early-stage opportunity, this role provides significant exposure to the development of the Investments unit and supports professional growth. This role is based in Atlanta, GA and will require a minimum of 3 days in the office (Buckhead location). The position reports directly to the Senior Vice President of Investments. Specific duties and responsibilities will include: Analyze and underwrite prospective investment opportunities Develop presentation materials for investors Conduct comprehensive due diligence on new acquisitions, including rent roll evaluations, property inspections, and legal documentation review Perform market analysis to assess comparable property rents and sales. Contribute to asset management efforts and support the implementation of business plans for acquired assets. Work closely with property management teams on budgeting, variance analysis, and operational strategy. Assist in creating internal reports and preparing regular updates for investors. Carry out additional responsibilities as directed by the Senior Vice President of Investments. This summary is not an all-inclusive description of job duties. Other job duties and responsibilities may also be assigned at any time based upon Company need. Qualifications: Bachelor's degree in Real Estate, Finance, or Accounting is required. 3-5 years of experience in real estate asset management, with an emphasis on single-family and/or multi-family properties across diverse markets. Advanced financial modeling skills are essential, particularly in building and maintaining Excel models for projecting property acquisition, operations, and disposition cash flows. Proven ability to create financial and operational performance reports using Excel and PowerPoint. Excellent written and verbal communication skills. Must be highly motivated with a proactive, "can-do" mindset, and comfortable working within a small, agile, and high-performing team. What Wrightwell can offer you: Competitive base salary and discretionary bonus Medical, Vision, Dental for you (75%) and your dependents (50%) Paid vacation and sick days A fun, collaborative culture! Wrightwell is an equal opportunity employer. In keeping with the values of Wrightwell we make all employment decisions including hiring, evaluation, termination, promotional and training opportunities, without regard to race, religion, color, sex, age, national origin, ancestry, sexual orientation, physical handicap, mental disability, medical condition, disability, gender or identity or expression, pregnancy or pregnancy-related condition, marital status, height and/or weight.

Acquisitions & Investment Analyst Our client, a real estate investment firm, is looking for an experienced, Acquisitions and Investment Analyst to work in their Miami office. This is a front-line acquisitions and investment analysis role, covering underwriting, financial modeling, market analysis, and transaction execution within a fast-paced, entrepreneurial private-equity environment. Responsibilities: • Development & Acquisition Analysis: Excel modeling and market data to analyze and assess projects • Financial Modeling & Forecasting: Build detailed models; run IRR, equity multiple, and scenario analyses • Proformas & Valuations: Underwrite, create proformas, and value projects; assist with Argus inputs and review • Property Management Support: Participate in budgets and strategic planning efforts • Stakeholder Engagement: Attend site visits, market tours, and meetings with partners, brokers, and lenders • Market Research: Monitor regional trends, comps, supply/demand dynamics • Acquisition & Budget Assistance: Support management with acquisition, capex, and operating analyses • Due Diligence: Evaluate commercial real estate opportunities, leases, and risk factors • Investment Analysis & Reporting: Prepare models, presentations, and written reports • Deal Support: Assist with negotiation, LOIs, and transaction management • Pipeline Management: Maintain acquisition pipeline in Excel and Salesforce • Documentation & Templates: Modify templates, prepare correspondence, and organize deal files • Seller & Broker Outreach: Proactively contact potential sellers and brokers to source deals • Analytical Support: Provide support to investment management and asset management teams • Platform Execution: Perform financial analyses and documentation for acquisitions, financing, and dispositions • Asset Management & Portfolio Analysis: Support reporting, valuation tracking, and portfolio-level analysis Qualifications: • Advanced Excel skills (financial modeling, sensitivity analysis, forecasting) • Strong quantitative and analytical skills; intermediate real estate finance knowledge • Ability to read and understand standard commercial office leases • Highly organized, detail-oriented, and deadline-driven • Excellent written and oral communication skills • Comfortable in a fast-paced, entrepreneurial environment • Proficient with Microsoft Office; basic proficiency in Salesforce and CoStar Work environment: On-site, 5 days/week Salary Range: $70,000-$90,000 base + Commissions (2x Upside)

Our client, a top real estate investment firm in South Florida with tens of billions of AUM, wishes to hire a lawyer with at least two years' experience (JD 2023 or senior) handling debt finance transactions in the real estate sector. This is a newly-created role driven by expansion; we placed the lawyer who heads the firm's debt finance team; now, having settled in, she is looking to further scale her team. They are willing to relocate a strong candidate who is otherwise a good fit for the role. Responsibilities: Regularly interface with the business' real estate debt team, working to make sure processes run smoothly. Deal flow will be steady, with at least 80% of transactions staffed internally rather than being delegated to outside counsel. You will join a highly collaborative legal team with an amazing culture and extremely low attrition. The role is wholly in-office (save for a remote month every summer). Our client will cover relocation costs for this position. The workload is akin to being a partner-track associate at an AmLaw-ranked firm, with total annual compensation that will rival or exceed market-leading firms. An associate leaving BigLaw willing to accept a pay cut as tradeoff for work-life balance would not be a good fit for this opportunity; rather, this is a chance to do sophisticated, interesting deals supporting a single client alongside a great team and under the supervision of a mentor who is an excellent lawyer and good person. Required Qualifications: Juris Doctor from an accredited law school; Admitted and in good standing to a state bar; At least two years' relevant experience at a top law firm or in-house (some experience at an AmLaw-ranked firm a must); Deep working knowledge of real estate finance law (with exposure to debt finance deals strongly preferred); Experience supporting commercial real estate finance transactions; Familiarity with direct lenders-side loan originations and secondary transactions strongly preferred; Exposure to real estate workouts, securitization deals, or lenders-side leveraged finance deals involving commercial real estate strongly preferred; Experience drafting and negotiating term sheets, finance paperwork, and facilities; Strong business judgment and interpersonal skills; Ability to manage multiple concurrent projects, prioritize tasks, and meet deadlines; Comfort working with cross-functional teams; Excellent written and verbal communication, negotiation, and presentation skills; and Strong attention to detail. If you meet the required qualifications and are interested in this role, please apply today. The Solomon Page Distinction Solomon Page offers a comprehensive benefit program for hourly employees. We pride ourselves on offering medical, dental, 401(k), direct deposit and commuter benefits to our employees, including freelancers - which sets us apart in the industries we serve. About Solomon Page Founded in 1990, Solomon Page is a specialty niche provider of staffing and executive search solutions across a wide array of functions and industries. The success of Solomon Page reflects an organic growth strategy supported by a highly entrepreneurial culture. Acting as a strategic partner to our clients and candidates, we focus on providing customized solutions and building long-term relationships based on trust, respect, and the consistent delivery of excellent results. For more information and additional opportunities, visit: solomonpage.com and connect with us on Facebook, and LinkedIn. Opportunity Awaits.

"To Be Distinguishable, One Must Push The Limits Of Creativity.” Abel Richard is an ultra-luxury Maison located in the iconic Miami Design District, specializing in rare, limited-edition pieces that blend technology, high-tech material design, personality, and purpose. Every component tells a story. Every silhouette is a conversation starter. We created pieces that blend technology, high tech material designs, personality and purpose. Position Overview The Boutique Client Advisor serves as the face of Abel Richard, responsible for curating an exceptional client experience at the highest echelon of luxury. The ideal candidate will have experience catering to a global clientele of high jewelry and luxury watch connoisseurs, offering a resort-like yet impeccably polished service. They will excel at building meaningful, long-term relationships with the top 1% of collectors and enthusiasts who seek the finest in high-end jewelry and timepieces in the MDD and Bal Harbor markets. Key Responsibilities Represent Abel Richard with poise and refinement in all client interactions, ensuring a high level of confidentiality and personalized service.Cultivate and maintain relationships with ultra-high-net-worth clients and collectors, with a particular focus on leveraging Miami's premier cultural events such as Art Basel to drive exclusive appointments and curated private viewings. Collaborate with management on bespoke commissions, trunk shows, curate boutique RSVPs for events and international client engagements. Requirements Minimum 5 years of experience within ultra-luxury retail, specifically in high jewelry, watches, or heritage leather maisons. Established client book within the Miami or South Florida ultra-luxury market, with a strong network among high jewelry and watch collectors and familiarity with the international clientele drawn to Miami's cultural and luxury events.Impeccable presentation, discretion, and deep understanding of luxury culture. Multilingual fluency is preferred (Spanish, Portuguese, or French). Strong CRM, and after-sales relationship management capabilities. Compensation & Privileges Earning Potential: (hourly + commission) Structure: Hourly compensation with competitive draw vs. commission Incentives: Commission-based earnings reflective of ultra-luxury performance standards Comprehensive benefits program focused on wellness and work-life balance, our package includes a wellness reimbursement benefit and paid time off.

OneSearch Group has partnered with one of the fastest-growing Corporate & Investment Banking groups in South Florida in their search for a Project Finance Analyst II to join their team based in Miami, FL. The Analyst is responsible for performing due diligence, structuring and credit execution of Natural Resource credit facilities across a wide variety of sectors. Functions Underwrite and analyze transactions by evaluating and reviewing loan information, including but not limited to financial projections, risk mitigation, financial statements, lender presentations/decks, public filings, datarooms, diligence reports, appraisal reports, and other related loan information and supporting documentation. Prepare financial models, credit approval memorandums and presentations for existing loans, new potential loans, annual reviews, waivers, amendments, and others as required. Maintain contact with clients, key sponsors, and developers in the named industries - such as private equity funds, utility companies, international and domestic energy / infrastructure firms, developers and related manufacturers. Ensure that the loan package complies with credit, underwriting standards and lending/credit policies. Pro-actively anticipate questions/topics that credit committee members will likely focus on, sufficiently address those topics and include in the credit documents, and be prepared and ready to address/discuss those points at committee if needed. Assist the Corporate Banking group concerning loan policies and procedures, quality control matters, loan review, and underwriting. Participate in Corporate Banking/Project Finance pipeline meetings. Desirable Experience Bachelor's degree, preferably with a business, finance major or related field. Advanced proficiency in financial modeling, risk evaluation and project finance fundamentals. A minimum of 2-3 years of credit execution experience within Project Finance

Delivery Architect -Microsoft Dynamics 365 Finance & Operations Hybrid | Jacksonville, FL 12+ month Contract 10+years of experience,The Delivery Architect will be responsible for providing technical leadership in the design,documentation, and review of technology solutions that meet business and IT needs. This rolewill lead end-to-end solution delivery, act as the escalation point for all technical delivery issues, and ensure alignment with enterprise architecture standards. Key Responsibilities: • Lead end-to-end implementation of Microsoft Dynamics 365 Finance & Operations (F&O;) solutions. • Design and deliver Azure cloud-native architectures and integrations with enterprise systems. • Develop and document solution and data architecture aligned with enterprise standards. • Oversee technical delivery, manage risks, and ensure high-quality outcomes. • Collaborate with IT, business stakeholders, and third-party vendors to achieve project objectives. • Drive reusability, performance optimization, and adherence to best practices. Required Skills & Experience: • 10+ years of experience in application development and technical architecture. • Extensive hands-on experience with Dynamics 365 F&O; and related integrations. • Strong understanding of Azure cloud components, CI/CD pipelines, and API technologies. • Proficiency in .NET, C#, SQL Server, and Microsoft DevOps tools. • Excellent communication and stakeholder management skills. • Bachelor's degree in Computer Science or related field preferred. Candidates must be located in or willing to relocate to Jacksonville, FL for a hybrid work schedule.

A TAG HEUER CLIENT ADVISOR IS… …A PERFORMANCE-DRIVEN SALESPERSON WHO CONSISTENTLTY SEEKS TO ACHIEVE SALES TARGETS THROUGH SELLING TECHNIQUES & COLLABORATION Plays a central role on the sales floor, increasing boutique sales and achieving the objectives, by working on his/her own KPIs, always delivering memorable experiences & services in store Supports colleagues & other team members in the boutique Always has omnichannel sales in mind to ensure the best client experience (taking into consideration all possible clients' touchpoints) Proposes new ideas to develop sales (merchandising, events, product mix…) …A CLIENT DEVELOPMENT SPECIALIST WHO LEVERAGES ALL AVAILABLE RESOURCES TO BUILD LONG-LASTING PERSONAL CONNECTIONS WITH CLIENTS Embodies TAG Heuer's brand DNA and acts as a passionate Brand Ambassador in and outside the boutique, especially at events Achieves individual clienteling objectives (number of outreaches, appointments, sales from appointments…), leveraging all the tools provided Ensures qualitative client data collection and leverages the data to address clients in a personally relevant way, capitalizing on all opportunities to grow the business Communicates the brand story & DNA in an inspiring way, as well as advantages and technical details to build trust and long-lasting relationship …AN ACTIVE CONTRIBUTOR TO OPERATIONS EXCELLENCE WHO RESPECTS RETAIL & ADMINISTRATIVE PROCESSES ON THE FLOOR Contributes to all daily processes under the supervision of the Boutique management (inventory, cash, security, store opening and closing…) Leverages properly all tools (CEGID, Salesforce) and performs VM Coordinates Aftersales operations until the return of the watch Applies rigorously all guidelines related to grooming, attitudes, and Visual Merchandising (window animation, product presentation, catalogues…) Contributes to a positive, inclusive and supportive work environment Contributes to the store maintenance Ensures compliance with internal control policies Job Responsibilities HARD SKILLS Knowledge of luxury retail environment (minimum 2 year-experience) Knowledge / passion for watches, new trends in lifestyle, new technologies and sports Fluent in English + local language, a third language is a plus Selling skills: client discovery, product presentation, storytelling, upselling, handling of objections, sales closing, etc. Understanding of sales KPIs: traffic, conversion, sales in volume and value, ASP, mix of sales… Knowledge of Client and Clienteling KPIs Knowledge of digital tools Knowledge of / interest for Brand DNA, history & collections Knowledge of Front and Back tools Knowledge of (Brand) Retail Procedures Soft Skills Client-centric mindset, focused on recruiting new clients and growing the active client base, nurturing long term relationship with clients Open minded, excellent interpersonal and communication skills Energetic, self-motivated, action and results-oriented Self-starter, able to work effectively in a fast-paced and dynamic environment Adaptable to changes, flexible, able to bring up new ideas and solutions Team spirit, high integrity and transparency Ability to represent the Maison in & outside the store, great presentation skills Digitally savvy, fast learner and rigorous Salary is commensurate with experience: $19.00 - $22.00 per hour plus commission and quarterly bonus. Employee benefits: At our Maison, we offer a generous and comprehensive benefits package including medical insurance, bonus or commission structure, paid time off, retail holiday pay, 401k, automatic employee contribution, employee assistance programs and more. Equal Employment Opportunity Our Company values diversity and provides equal employment opportunities to all employees and applicants without regard to race, color, religion, religious creed, national origin, ancestry, citizenship, sex, gender (including gender identity and expression), pregnancy, age, sexual orientation, physical or mental disability, medical condition, genetic information, sexual orientation, marital status, familial status, veteran status, or any other legally protected status under applicable federal, state or local laws. This policy applies to all terms and conditions of employment, including but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, and to perform crucial job functions.

We are seeking a skilled Financial Analyst with a strong background in real estate to support our dynamic real estate investment and drive strategic financial decision-making. This role will focus on financial modeling, investment analysis, and portfolio performance reporting for real estate assets. The ideal candidate will have a data-driven mindset, exceptional analytical skills, and experience in real estate financial analysis to contribute to the growth and profitability of our real estate portfolio. Key Responsibilities: Develop and maintain complex financial models to evaluate real estate investment opportunities, including acquisitions, developments, and dispositions. Analyze property performance, cash flows, and market trends to provide actionable insights and recommendations to senior management. Prepare detailed investment memoranda, budgets, and forecasts for real estate projects, ensuring alignment with strategic objectives. Conduct due diligence on potential real estate investments, including market research, lease analysis, and risk assessments. Monitor portfolio performance, track key metrics (e.g., NOI, cap rates, IRR), and prepare quarterly and annual reports for stakeholders. Collaborate with asset management, development, and finance teams to optimize property-level financial strategies and operational efficiency. Support capital market activities, including debt and equity financing, by preparing lender presentations and analyzing financing structures. Ensure compliance with financial reporting standards and real estate regulations, maintaining accurate documentation for audits. Perform ad-hoc financial analysis and research to support strategic initiatives and special projects. Required Skills and Experience: Bachelor's degree in Finance, Real Estate, Accounting, or related field. Minimum of 3 years of financial analysis experience with a focus on real estate investments or development. Advanced proficiency in financial modeling and Excel; experience with Argus Enterprise or similar real estate software is a plus. Strong understanding of real estate metrics (e.g., NOI, cap rates, IRR, NPV) and market dynamics. Proven ability to analyze complex financial data and present clear, actionable insights to stakeholders.

This posting is to fill a Financial Analyst position within the APC Finance and Corporate Planning Team. The position will be responsible for supporting various Business Units ensuring their financial reporting and analysis objectives are met. Job Responsibilities Play a key role in implementing Enterprise Foundations related reporting and analysis Preparing in-depth analysis to develop costing models that help streamline processes and to gain efficiencies Analyzing financial risks and opportunities and developing insights to guide the leadership team on financial decisions around business performance. Addressing O&M and Capital reporting needs, profitability analysis, specific sensitivity/trending analysis, and metric related information Building strong working relationships with internal and external business partners to develop a deep understanding of the business Support regulated and unregulated business units for analysis and reporting Identifying and leading opportunities for continuous improvement, sharing best practices, and engaging in team building and business learning opportunities Education Requirements Bachelor's degree in Accounting, Finance, Business or equivalent or four or more years of relevant experience. Job Experience Experience in utility accounting, finance or related field Experience in financial planning, analysis, and budgeting preferred Proficiency in Microsoft Excel based models and pivot tables required Working knowledge of utility accounting and finance to meet FERC requirements Experience with JETS, PowerPlan, and other Southern Company accounting applications a plus Knowledge, Skills, and Abilities Demonstrated understanding and application of utility finance, profitability, economics, and budgeting Knowledgeable on Financial principals such as net income, earnings per share, cash flow analysis, and revenue requirements A high level of proficiency in applying GAAP, FERC, budget concepts, and regulatory accounting principals preferred Strong organizational skills with attention to detail Ability to handle multiple projects with changing priorities Proven ability to develop and maintain relationships with internal and external partners, and is a team player Ability to effectively communicate and coordinate with peers and management at various levels Possesses technical competence and analytical skills including problem solving Ability to develop and deliver concise oral, written, and visual presentations appropriate for diverse audiences Ability to think strategically, innovate, implement tactically and make timely decisions Demonstrate Our Values Other Requirements: Drivers' license required

Duties and Responsibilities Analysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth opportunities. Analysts work closely with Associates, VPs, Principals and Managing Directors in all aspects of soliciting new business opportunities and executing live transactions on behalf of clients. They are an integral part of our small transaction teams completing deals ranging from $50 to $500 million in value. This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Specific duties will include: Financial modeling and analysis across a wide range of industries Drafting descriptive memoranda for sale and financing assignments Creating materials for advisory assignments, including fairness and valuation opinion presentations Identifying, evaluating and contacting potential targets or acquirers Organizing and coordinating due diligence sessions with transaction counterparties Preparing presentations and pitch material for the solicitation of new business Writing research reports on select industries and sectors Culture Unique to TM Capital, our professionals benefit from working directly with senior partners, gaining access to their knowledge and experience along the way. Our culture is inherently collaborative. Professionals are encouraged to be proactive, independent thinkers and are afforded as many opportunities as they are willing to seize. We are passionate about the quality of our work, the strength of our team and the success of our clients. We are seeking an individual who shares the same level of excitement regarding our industry, is motivated to take initiative and committed to meeting challenges. We offer competitive salaries with bonus eligibility and an attractive benefits program. Qualifications The ideal candidate is a highly motivated, articulate individual possessing strong analytical, writing and technical skills. The candidate must be entrepreneurial and team oriented. A strong work ethic and a great attitude are also critical. 2 - 4 years of experience working with middle market companies and strong academic credentials, including a Bachelor's degree from a top school, are required. Applicants with prior investment banking, corporate development, accounting or consulting experience are preferred. About TM Capital: TM Capital Corp. is a partner-owned investment banking firm based in New York, Boston and Atlanta, which has completed over 350 transactions with a combined value in excess of $25 billion. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. We have built deep industry expertise in key sectors and our team regularly publishes research highlighting current and emerging trends in targeted industries and markets. TM Capital is a member firm of Oaklins, the world's most experienced mid-market M&A advisor with over 700 M&A professionals in over 60 offices operating in the major financial centers in the world. Members have closed over 1,500 transactions totaling more than $75 billion in value over the past five years. TM Capital is an Equal Opportunity Employer.

Solomon Partners is a leading financial advisory firm with a legacy as one of the oldest independent investment banks. We advise clients on mergers, acquisitions, divestitures, restructurings, recapitalizations, capital markets solutions and activism defense across a range of industries. Solomon Partners' culture is driven by integrity, deep sector expertise and building strong, working relationships. With a focus on inclusivity, we are collaborative, entrepreneurial and committed to providing clients with sound, unbiased advice. To learn more about Solomon Partners, please visit our website at ************************ PROGRAM DESCRIPTION: The Full Time Analyst program will begin in July 2026. Direct collaboration with Analysts and Associates to perform complex financial analysis specializing in mergers, acquisitions, leveraged buyouts, and fairness opinions Engagement in small deal teams alongside two or more senior members to analyze and execute mergers and acquisitions and principal investment transactions Hands-on opportunities to work closely with clients and perform financial modeling and valuation analyses Networking opportunities, mentorship from experienced team members, and tailored training sessions to enhance technical and soft skills Solomon Partners' recruiting philosophy is to pursue individuals with diverse backgrounds who are creative, highly motivated, and possess strong analytical and quantitative skills QUALIFICATIONS: Currently enrolled in an undergraduate degree program with an anticipated graduation date between December 2025 - June 2026 Demonstrated academic excellence; GPA of 3.5 or higher U.S. citizen or permanent resident Will not require future sponsorship The base compensation for this role will begin at the annualized rate of $110,000 per year. Learn more about our firm and hear our CEO's principles on what it takes to become a successful investment banker.

Job DescriptionWe are seeking to add to the team a "Financial Advisor" for established financial planning company in Dothan, Al. Prior experience as a financial advisor is not required, but a Bachelor's degree with experience in banking, finance, or insurance is strongly preferred. As a Financial Advisor, you will play a crucial role in guiding clients through their financial journeys. You will provide expert advice on a range of financial matters, including investment management, estate planning, and wealth management. Your ability to build strong relationships with clients and understand their unique financial situations will be key to your success in this position.This position has a Monday-Friday schedule with half days on Friday and a generous PTO and holiday schedule. Base salary plus bonus opportunity based off productivity.Duties Assess clients' financial needs and develop tailored financial plans to help them achieve their goals. Provide guidance on investment strategies, asset management, and portfolio management. Build and maintain strong customer relationships through effective communication and follow-up. Skills Bachelor's degree in Business, Finance, Accounting, or related field required. Previous banking, finance or insurance background preferred. Proficiency in financial sales techniques and customer relationship management. Personnel Resources is an equal opportunity employer.

JobID: 210689796 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $76,000.00-$112,000.00; Brooklyn,NY $76,000.00-$112,000.00 Bring your Expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As Compliance Line of Business Sanctions Digital Assets Officer Associate in the Global Financial Crimes Compliance ("GFCC") Strategy Team, you will provide meaningful guidance to lines of business ("LOB") as it relates to internal JPMorgan Chase GFCC policies and standards as well as promote industry best practices and maintain oversight of the business execution. Your primary objective is providing support to the Commercial & Investment Bank Line of Business (LOB) in complying with the U.S. sanctions regulations administered by Office of Foreign Asset Control ("OFAC"). Additionally, this role will focus on adhering to the compliance requirements under the Firm's Sanctions Standards and will include supporting other projects/initiatives related to sanctions, including the Firm's digital assets initiatives, to help drive change and a strong compliance culture within the LOBs. Job responsibilities * Acting as a point of contact for LOB sanctions compliance issues and escalating U.S. Sanctions issues to GSC and Legal; * Provide guidance and support to the LOBs and Operations partners on the Sanctions Standards (implementation and interpretation); * Escalating significant sanctions-related issues for customer relationship and transaction due diligence reviews; * Research, analyze and provide recommended remediation efforts on Action Plans for clients/products that present sanctions and/or reputational risk; * Support general Compliance activities and other responsibilities, including special projects, implementation and maintenance of procedures, training, and ad-hoc reporting, as assigned; * Drive cross-LOB consistency within the sanctions organization and partner with other relevant Corporate GFCC functions; * Stay abreast of industry trends and sanctions changes in order to anticipate areas of focus and attention of regulators, keeping business management and Compliance colleagues informed Required qualifications, capabilities and skills * Minimum of 5 years relevant experience working with or in Compliance, Risk Management or Audit; * Bachelor's degree or equivalent experience required; * Knowledge of OFAC regulatory requirements; * Banking experience inclusive of knowledge on banking processes, products, and controls; * Ability to work independently on multiple assignments and meet deadlines in a fast paced environment; * Advanced problem solving and critical thinking skills; * Demonstrate strong organizational, analytical, negotiation, written and verbal communication skills with the ability to present complex information to senior management Preferred qualifications, capabilities and skills * Proven experience and extensive familiarity working in a complex multi-national organization

The Corporate Finance Analyst is responsible for supporting the Corporate Finance, Capital Markets and Treasury functions by providing financial modeling and data analysis. This position will be responsible for building, maintaining and update financial models, carry out data and financial statement analysis, and supporting the negotiation and execution of capital markets transactions. This position requires a high degree of accuracy as the information provided by the Corporate Finance Analyst will be used to support strategic growth initiatives of the company and will be reviewed by senior management. Responsibilities Build and maintain complex financial models to perform analyses under different operating scenarios using input from management and public sources and conduct in-depth fundamental, financial and operational due diligence and analysis on new business forecasts, opportunities, investments and acquisitions Perform valuation and financial analyses, including DCF, project financing, trading comparable, precedent transactions, pro-forma projections and LBO analyses to provide the information needed to evaluate other corporate development and investment opportunities Participate in day-to-day deal execution, interacting with senior deal team members, management team, bankers, consultants, JV partners, legal counsel, transaction counterparties and other advisors Support due diligence activities including preparing virtual data rooms, tracking and coordinating the information flow across functional areas of the company, and reviewing and analyze information including the use of 3rd party tools to provide additional data analytics Prepare descriptive memorandums, management presentations, board presentations, and other materials and collaborate with senior management on presentation materials for ratings agencies, prospective investors, lenders, capital providers, and other key parties Analyze market trends, competition and industry news. This job description reflects the position's essential functions; it does not encompass all of the tasks that may be assigned. Qualifications EXPERIENCE, EDUCATION, AND CERTIFICATIONS A bachelor's degree from a four-year college/university in an analytical and/or business-oriented major (Finance, Business or Accounting) is required. At least one (1) year of work experience in a high-paced environment focusing on qualitative and quantitative analysis. Previous experience in gaming, private equity, investment banking, M&A, strategy consulting firm, corporate finance or corporate development industries is preferred. MBA, CFA or CPA is desirable SKILLS Very strong financial modeling/valuation and analytical skills, including DCF, LBO, trading comparables, precedent transactions, three-statement models and combined pro forma models Knowledge of corporate finance and accounting Experience analyzing company financials Ability to confidently and comfortably interact with a broad spectrum of parties, senior management, operational, legal and technical areas of the company, and external parties including partners, financial institutions, legal counsel and others in a professional and mature manner Deeply analytical and thoughtful in analyzing a company's financials and growth prospects. Exceptional Excel/modeling/forecasting skills are essential, as is advance knowledge of Word, PowerPoint and Outlook. Must have strong understanding of accounting, valuation, and financial statements Must be a VERY organized, detail-oriented team player and be able to work in a fast-paced, entrepreneurial environment Self-motivation and strong work ethic are vital. Must maintain robust multitasking abilities, service-oriented personality, be stress resistant, and possess an intellectual curiosity with an investigative mind Understanding of worldwide gaming markets, performance and regulations. Multiple language abilities a plus; fluency in English required. Must possess strong communication and listening skills, excellent speaking, reading and writing. Comprehend and use technical or professional language, either written or spoken, to communicate complex ideas. Ability to effectively pitch and present information in one-on-one and group situations to media, customers, clients, partners and other employees of the organization. Ability to perform complex quantitative calculations or reasoning using algebra, geometry, statistics, or abstract symbols. Ability to use logic to define problems, collect information, establish facts, draw valid conclusions, interpret information and deal with abstract variables for unique or unfamiliar situations. Strong organizational skills. Technology savvy.

SummaryCome and join our powerful, unified force with the energy to change the world. Our mission is BIG. Our TRANSFORMATION is key - bringing the right businesses together to LEAD the ENERGY TRANSITION. Our TEAM is ready. Addressing the climate crisis is an urgent global priority and we take our responsibility seriously. Building on over 130 years of experience tackling the world's challenges, GE Vernova is uniquely positioned to help lead the energy transition by continuing to electrify the world while simultaneously working to decarbonize it. GE Vernova helps customers power economies and deliver electricity that is vital to health, safety, security, and improved quality of life.Job Description As a Supply Chain Financial Analyst, you will play a pivotal role in advancing GE Vernova's supply chain investment strategies by driving innovation in financial modeling, process automation, and sustainability integration. You will help develop and implement enhanced cost-tracking models that support strategic network consolidation, growth, and greenfield initiatives, ensuring greater accuracy, transparency, and alignment with business objectives. This project offers opportunities to contribute to strategic decisions that enhance our supply chain roadmap and strengthen overall resiliency. Key highlights of this project include: 1. Supply Chain Financial Modelling for Strategic Investments: • Help create and refine advanced financial models to support the execution of large-scale supply chain investments, adapting legacy models to new templates and ensuring consistency with GE Vernova's strategic objectives. • Formalize a comprehensive cost ontology and automate model outputs for capital allocation, tollgate review exhibits, and executive dashboards. • Analyze project savings, total landed cost impacts, OCPH changes, and volume fluctuation effects to enable data-driven decision making. 2. Standardized Project Cost Tracking: • Establish a robust process for tracking project costs, including clear roles and responsibilities (R&R/RACI), digital cost submission structures, and the creation of a Smartsheet-based tracking tool. • Develop and maintain a central database to serve as the knowledge base for project cost data, supporting enterprise-wide benchmarking and reporting. 3. Cross-Functional Collaboration and AI Solution Development: • Partner with GE Vernova subject matter experts (SMEs) across diverse functions and business units to design, develop, and implement an AI-driven solution that standardizes, creates, and reports investment business cases. • Contribute to the rollout and adoption of the AI solution, ensuring alignment with enterprise-wide requirements and best practices. 4. Sustainability Stewardship: • Act as a “sustainability steward” for GE Vernova and the supply chain organization, championing the integration of sustainability principles into financial frameworks and investment business cases. • Help progress the sustainability framework to ensure it becomes a core element of all supply chain activities and investment decisions. Project Outcomes: Lifecycle-Consistent Financial Modeling - Delivery of advanced financial models that ensure consistency and accuracy throughout the entire project lifecycle-from feasibility study and strategic investment business case development to execution and ongoing cost tracking. Enhanced AI-Driven Business Case Reporting - Advancement of an AI-enabled solution to standardize, automate, and improve the creation and reporting of investment business cases, supporting data-driven decision making across the organization. Integrated Sustainability Framework - Successful integration of sustainability principles into financial models and business case frameworks, embedding sustainable practices as a core element of supply chain investment and operational strategies. Primary Skills Developed: This internship provides a unique opportunity to develop your skills and make a meaningful impact on GE Vernova's future through hands-on experience in financial analytics, AI-driven process improvement, and the integration of sustainability principles across all supply chain activities. • Advanced Financial Modeling - Opportunity to influence the financial and sustainability standards for large-scale supply chain investments leading to enterprise-level solutions. • Process Automation - Direct collaboration with leading experts to design and implement innovative AI solutions that enable data-driven decision making and enhance business case reporting. Through this experience, you will develop the skills to create and deploy strategic tools and frameworks that shape how GE Vernova invests and operates on a global scale. • Cross-Functional Collaboration - Exposure to cross-functional teams, enterprise systems, and digital transformation initiatives. • Develop expertise in leading and supporting sustainability initiatives within a dynamic supply chain environment, gaining practical skills in integrating sustainable practices into operational and strategic processes. Internship Term Dates: May/June - August 2026 Qualifications: Currently pursuing a Masters degree in Business Administration, Finance, Business Analytics or Data Science. Minimum GPA 4.0 / 5.0 scale. Desired Qualifications: • Strong proficiency in financial analysis, quantitative modeling, and data interpretation. • Familiarity with AI concepts, automation tools, or data analytics platforms is an advantage. • Demonstrated passion for sustainability and the ability to incorporate sustainable practices into business processes • Independent, self directed, collaborative team player with good interpersonal, communication and presentation skills. Benefits Available to you: Addressing the climate crisis is an urgent global priority, and at GE Vernova, we take our responsibility seriously. That is the singular mission of GE Vernova: to continue electrifying the world while simultaneously working to help decarbonize it. In order to meet this mission, we provide varied, competitive benefits to help support our workforce: Our Culture | GE Vernova (gecareers.com) The pay for this position ranges from $30/hr. This position is also eligible for: Relocation Assistance: Co-op/Interns will be reimbursed for reasonable, proper, and documented expenditures incurred while initially reporting to work and returning to school/home upon completion of the assignment. Employees with a permanent address greater than 50 miles away from the work location are eligible. Housing Allowance: Co-op/Interns employees receive a weekly housing allowance to help off-set living expenses when the co-op/Intern's permanent residence is at least 50 miles away from the work location. Employee Assistance Program, providing 24/7 confidential assessment, counseling and referral services GE Retirement Savings Plan (RSP) after their accumulated service reaches 90 days, and they meet any other eligibility requirements as defined in the plans. (Eligibility occurs on the 1st of the month following the 90th day.) General Electric Company, Ropcor, Inc., their successors, and in some cases their affiliates, each sponsor certain employee benefit plans or programs (i.e., is a Sponsor”). Each Sponsor reserves the right to terminate, amend, suspend, replace, or modify its benefit plans and programs at any time and for any reason, in its sole discretion. No individual has a vested right to any benefit under a Sponsor's welfare benefit plan or program. This document does not create a contract of employment with any individual. Inclusion At GE Vernova, we believe in the value of your unique identity, background and experiences. We are committed to fostering an inclusive culture, where everyone feels empowered to do their best work because they feel accepted, respected and that they belong. Click here to learn more: ************************************************** Additional Information GE Vernova offers a great work environment, professional development, challenging careers, and competitive compensation. GE Vernova is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. GE Vernova will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable). Relocation Assistance Provided: No

This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Accounting, Business Administration, or a related field. Basic understanding of financial concepts, including financial modeling, valuation, and analysis. Proficiency with Excel and experience with financial analysis software and tools. Strong analytical skills, with the ability to interpret financial data and generate insights. Good organizational and time management skills, capable of managing multiple tasks and meeting deadlines. Excellent communication and interpersonal skills, for effectively presenting findings and collaborating with team members. Attention to detail and a commitment to accuracy in financial reporting and analysis. Eagerness to learn and adapt in a fast-paced environment. Initiative to take on projects and a proactive approach to problem-solving. Participation in finance-related extracurricular activities, such as investment clubs or competitions, is a plus.

PRIMARY PURPOSE: The primary function of the financial aid specialist is to guide students through the financial aid application process in order to determine financial need and eligibility for Federal, State, and Institutional awards and loans, while ensuring compliance with internal policies and external regulatory requirements. The Financial Aid Specialist has the high/sole level of responsibility for processing data for the awarding and disbursing of federal, state and institutional financial aid. ESSENTIAL DUTIES AND RESPONSIBILITIES: Process all verifications, change in circumstances and professional judgment decisions for the Free Application for Federal Student Aid. Collect documentation to correct student's data entered on the FAFSA and resolve issues relating to demographic, tax and c-code information. Award funds as appropriate with the Enrollment department. Assist with the management of institutional scholarships. Responsible for troubleshooting loan and award errors and edits to resolve these issues. Process VA benefits, certify student enrollment to the VA, monitor and reconcile payments that come in. Maintain complete and accurate records on student files. Assist with internal audits of records to ensure completeness and accuracy of records and compliance with internal policies and external regulatory requirements in preparation for annual audits by third-party auditors. Counsel current and prospective students and parents as to availability of various forms of aid. Represent the Financial Aid Office on various institutional and professional organizations and committees. Establish and maintain internal business contact with other academic and administrative departments; work cohesively with the Enrollment department to ensure clarity and accuracy of available awards. Assist the Director of Financial Aid in the development and administration of comprehensive financial aid programs. Assist in annual audits and program reviews by anticipating, identifying and minimizing risk factors in the administration of financial aid. Assist with developing and implementing policy and procedures. EDUCATION: Bachelor's Degree required EXPERIENCE: A minimum of 5 years experience in Financial Aid with accounting, tax preparation and technical skills, preferred KNOWLEDGE, SKILLS AND ABILITIES: Strong knowledge base of Federal and State Financial Aid Regulations, loan processing and verification. Experienced in financial aid software: Power FAIDS, Ed Connect, COD, and FAFSA. Experienced in Windows and Windows-based software applications. PHYSICAL SKILLS AND ABILITIES: Requires ordinary ambulatory skills sufficient to visit other locations; the ability to stand, walk and manipulate (lift, carry, move) light to medium weights of 10 - 20 pounds. Requires good hand-eye coordination, arm, hand and finger dexterity, including ability to grasp, type and perform data entry, visual acuity to use a keyboard, operate equipment and read technical information, ability to hear in order to answer telephones and to communicate verbally, and the ability to sit for extended periods of time. WORKING CONDITIONS: Work is performed indoors with minimal safety hazards, and requires siting, standing, and movement work.