Advancing Financial Adviser (Hillcrest/ Pinetown/ Highway and Surrounds)
Finance advisor job in Westville, IN
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Qualifications and Experience * A minimum of Matric or equivalent * A minimum 12 months' financial services experience as a Financial Adviser
* A minimum of Long-term Insurance Class of Business completion.
* Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
* A valid driver's licence and own car
* A clear criminal and credit check
* Proven computer literacy
* Excellent communication skills (written and verbal)
* Sound planning and organising abilities
* Ability to collate, analyse and synthesise information
* Entrepreneurial mindset
* Sound business acumen
* Grit, resilience and tenacity
* Excellent listening skills with the ability to translate customer engagements into sales.
Skills
Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
Balances Stakeholders
Builds Networks
Communicates Effectively
Customer Focus
Ensures Accountability
Instills Trust
Interpersonal Savvy
Manages Complexity
Education
NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
30 December 2025 , 23:59
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
The Old Mutual Story!
Auto-ApplyFinancial Advisor
Finance advisor job in Portage, MI
Job DescriptionFinancial Advisor - Direct Hire RoleSalary: $90-$120,000+Benefits: Health insurance, retirement, Holiday and PTOPurpose: We are seeking a hard-working, self-motivated individual to join our team at Mixed. Our goal is to foster a collaborative and diverse workforce where dedication and initiative drive excellence in achieving our organizational objectives
Responsibilities:
Assist clients in setting specific financial goals such as retirement planning, saving for education, purchasing a home, or achieving investment growth.
Advisors also provide investment advice, recommending suitable strategies based on clients' risk tolerance, time horizon, and financial objectives.
They oversee portfolio management by regularly monitoring and adjusting investments to align with clients' goals and market conditions. Additionally, financial advisors handle risk management by evaluating and mitigating financial risks through strategies like insurance planning and diversification.
They offer guidance on tax planning, advising clients on methods to minimize tax liabilities and enhance tax efficiency within their overall financial plans.
Advisors also assist clients with estate planning, ensuring assets are distributed according to their wishes through mechanisms such as wills and trusts.
Requirements
Bachelor's Degree in finance, economics, accounting or business administration
Series 7 and Series 66 (or Series 63 and Series 65)
Book of business available to transfer
Personal Risk Advisor
Finance advisor job in Kalamazoo, MI
Join Us as a Personal Risk Advisor - Protect What Matters Most
Are you passionate about helping people safeguard their lives, assets, and future? As a Personal Risk Advisor, you'll play a key role in guiding clients through personalized risk assessments and providing expert insurance solutions that bring peace of mind.
What You'll Do:
🛡 Assess Individual Risk Profiles - Evaluate clients' personal risk exposure related to health, property, life, and liability.
📋 Recommend Tailored Insurance Solutions - Offer customized coverage plans that align with each client's lifestyle, financial situation, and risk tolerance.
💬 Build Lasting Client Relationships - Act as a trusted advisor by offering ongoing support, regular coverage reviews, and proactive risk management strategies.
🤝 Collaborate with Underwriters & Carriers - Work with insurance partners to secure optimal coverage terms and pricing.
📊 Stay Ahead of Industry Trends - Keep up with evolving risks, products, and regulatory changes to provide timely, value-driven advice.
Who You Are:
✔ Experienced in personal lines insurance or risk advisory
✔ Strong communicator and empathetic listener
✔ Detail-oriented with a consultative sales approach
✔ Skilled in evaluating risk and offering proactive protection strategies
✔ Familiar with insurance products, policies, and CRM tools
Why This Role Stands Out:
✅ Help clients feel confident and secure in their coverage decisions
✅ Be a valued partner in times of need and protection planning
✅ Work in a supportive, people-first culture with growth opportunities
✅ Make a tangible impact in people's lives
🔒 Be the Advisor Who Protects What People Value Most
As a Personal Risk Advisor, you're not just selling insurance-you're providing protection, reassurance, and expert guidance.
👉 Apply now and start making a difference in personal risk management.
Auto-ApplyFinancial Advisor
Finance advisor job in Portage, MI
About the Company OsborneKlein, an Ameriprise private wealth advisory practice, is seeking experienced Financial Advisors with a demonstrated history of growing their business through mastering referrals and other lead generating tactics. To be considered for this position, you must have an existing Book of Business, with annual GDC in excess of $200k.
OsborneKlein is skilled in the art and science of finance. We understand the intricacies of planning - from insurances and investments, to tax planning, retirement and estate planning, with a focus on wealth accumulation and preservation. OsborneKlein is one of the top Ameriprise franchises in the country. To learn more about who we are, please visit our website.
Position requires:
A motivated individual to work as a Financial Advisor with a primary focus on marketing to acquire new financial planning clients.
Responsibilities:
Develop a marketing strategy, with actionable tactics, to generate and qualify new leads
Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment; focused on exceeding goals
Build/maintain Strategic Alliances and a robust network of Centers of Influence to provide personalized service to clients and referrals for opportunities
Participate in seminars and client appreciation events
Handle unsolicited calls from prospects to schedule appointments
Follow the OsborneKlein client service model
Understand and utilize client management system
Utilize and understand unique tools and processes available
Schedule and conduct financial planning and advice meetings with clients and client prospects; providing comprehensive financial planning/advice and asset management services
Service existing clients of other advisors, as may be needed
Build deep, meaningful relationships with clients and execute a service model to provide solutions that support their financial goals
Manage and resolve complex client service issues
Review and interpret financial statements
Read, analyze, and interpret general business periodicals and professional journals
Demonstrate excellent verbal and written communication skills
Work within OsborneKlein's systems and guidelines
Assist in various projects including portfolio reviews and preparing financial projections
Participate in all aspects of preparing for client meeting activities including; data gathering, preparing agendas, assisting with client paperwork and asset allocations
Be responsible for post-meeting activities including meeting summaries, financial situation analysis, coordination of plan implementation with outside professionals
Perform other tasks as assigned by the Chief Operating Officer or Franchise Advisor
Adhere to rules and regulations as stated and required by OsborneKlein, Ameriprise Financial and FINRA
Required Qualifications
Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status
Regulatory licensing
FINRA Series 7
State Securities (Series 63 or Series 66)
State IAR (Series 65 or Series 66)
State Life, Health Insurance and Variable Products lines
Three+ years of work experience with a proven track record of success
Showcase a background in building strong relationships and delivering superior client service
Ability to work independently and keep practice leadership aware of progress and challenges
Strong financial and analytic skills
Strong persuasive and interpersonal skills
Computer skills: Word, Excel, Outlook
Continuing education - lifelong learning is required
Preferred Qualifications
Bachelor's degree from four-year college or university; three+ years related experience and/or training; or equivalent combination of education and experience
Advanced degrees or designations in related disciplines
Have a network of personal and professional contacts within your local area that you may engage for referrals
Misc Necessary Job Competencies
High emotional competency
Excellent listening skills
High attention to details
Ability and willingness to learn and adapt
Comfortable communicating with clients in person, over the phone and virtually
Team player; able to contribute and work in a team environment
Disability Insurance
Health Insurance
Life Insurance
Paid Time Off
Professional Development Assistance
Vision Insurance
Additional Compensation:
Hiring bonus; depends on licensing status and current Book of Business
Job Type: Full-time
Pay: Compensation structure is based upon candidate's experience
Schedule: Day shift
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Auto-ApplyFinance Investment Analyst
Finance advisor job in South Bend, IN
Financial Investment Analyst is responsible for compiling, evaluating, and analyzing financial data for the credit union through various models and tools. The incumbent independently reviews and recommends investment strategies for the credit union, overseeing third-party relationships with partnered brokers. The incumbent role is an integral part of the organization's corporate planning including budgeting, modeling, and analysis for project management.
Primary Responsibilities and Duties:
1. Portfolio Management: Develop, recommend, and execute strategies to manage the credit union's investment portfolio, ensuring alignment with financial objectives, risk tolerances, and liquidity needs.
Monitor portfolio performance, conducting regular reviews, look-backs, identifying opportunities for adjustments or improvements.
Recommend investments across asset classes, considering risk, return, and regulatory compliance.
Work closely with the CFO and VP Finance to develop long-term investment strategies.
Model the impact of the investment portfolio to the overall balance sheet through Asset Liability Models (ALM).
Modeling: Responsible for organizing, loading, and maintaining financial data into the required systems.
Scenario based modeling uses market performance and what-if planning.
Analyze and project future trends, provide recommendations for optimizing financial strategies.
Review budget proposals from business units ensuring allocation of funds aligned with corporate strategy and goals.
Develop and plan scenario analytics on portfolio performance, risk profiles of the balance sheet, and opportunities to enhance growth and profitability.
Reporting:
Prepare detailed reports on portfolio performance, investment strategies, and market development for senior management and board of directors.
Develop and implement financial reporting for key stakeholders to assist in making informed financial decisions.
Support internal and external audits related to the investment portfolio.
Develop and maintain data standards, policy, and procedures.
4. Ensure overall satisfactory audit results and no repeat findings from internal audits, third-party external audits, or regulatory examinations. Any identified exceptions or deficiencies are addressed promptly, and target dates established for resolution are reasonable and met.
5. Partner with internal stakeholders, external partners, and vendor relationships focusing on the growth and advancement of the Credit Union.
Knowledge/Skills:
Exceptional communication skills, including verbal, written, visual, and quantitative.
Adept at developing relationships across diverse teams.
Experience structuring solutions involving data and advanced analytics.
Knowledge of cost accounting principles, allocational tools, and reporting that compares factors affecting profitability of products or services.
Excellent analytical skills and ability to interpret financial data and market trends.
Proficient in MS Office (Excel, Word, Outlook).
Manages and collaborates well with individuals and teams.
Minimum Requirements:
Bachelor's degree in accounting, economics, or finance required.
3+ years' experience in investment portfolio management, financial analysis, or analytic experience required.
Experience working within the financial services industry strongly preferred.
Experience with ALM software, Bloomberg, and investment management software preferred.
Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Auto-ApplyJ.P. Morgan Wealth Management - Private Client Advisor - Mishawaka/South Bend, IN
Finance advisor job in Mishawaka, IN
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Auto-ApplyAssociate Financial Professional (Kalamazoo, MI)
Finance advisor job in Kalamazoo, MI
Who we are: Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Job Description
The firm is seeking an Associate Financial Professional to join our Private Client Division in our Kalamazoo, Michigan office. Associate Financial Professional candidates should possess strong relationship management and interpersonal skills, in addition to strong written and verbal communication abilities. Ideal candidates are great listeners with self-confidence and have a passion for educating and helping others.
Ideal candidates are self-motivated and able to work independently, while also collaborating in a dynamic, team-based environment, welcoming constructive feedback and challenges to ideas. These candidates also demonstrate strong work ethic, a thirst for success, and a track record for establishing and achieving goals.
Key Responsibilities:
* Provide top quality advice and solutions to clients
* Ability to prospect, build relationships, and successfully grow a book of business
* Develop new clients through individual marketing strategies and relationships with existing Oppenheimer Financial Professionals
* Prioritize and organize workflow and collaborate all facets of the operation and administration of client accounts using CRM tools
* Social Media and Marketing program development
* Conduct mutual fund, ETF, separate account manager (SMA), equity and fixed income research and due diligence for investment opportunities
Qualifications:
* Wealth Management / Investment industry experience preferred
* Minimum education requirement is a Bachelor's degree
* Previous work experience, including internships involving client service or financial analysis, is preferred
* SIE exam completion required prior to offer
* FINRA Registrations: Series 7 & 65/66 preferred or must be obtained within 4 months of hire date in addition to State Insurance Licenses within 6 months
* Must be a team player: proactive, positive, problem-solving disposition, seeking growth and opportunities for advancement
* Excellent communication skills: verbal, written and interpersonal
* Ability to work in a fast paced, high energy environment with attention to detail, and ability to meet designated deadlines
J.P. Morgan Wealth Management - Private Client Advisor - Mishawaka/South Bend, IN
Finance advisor job in Mishawaka, IN
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Auto-ApplyFinancial Representative - Mishawaka, IN
Finance advisor job in Mishawaka, IN
Job DescriptionFinancial Representative - Mishawaka, IN
As business owners, Financial Representatives at Northwestern Mutual - Mishawaka, IN help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to:
Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
As a Financial Representative, you have the opportunity to:
Build-Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends.
Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans.
Influence- Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations.
Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients' needs.
Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you'll find the growth that fits your vision and your business.
Compensation & Benefits
Performance-based earnings and revenue (
average annual earnings of $70K-$250K; based on
2015-2022
company average for representatives 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, SIE, Series 6, Series 63, CFP, and more
NM-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
You could be right for this opportunity if you have:
4-year degree; or equivalent professional work experience
Entrepreneurial ambitions
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking and communication competencies
Legal authorization to work in the US without sponsorship
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual:
Fortune 500 company (2023)
Forbes' Best Employers for Diversity (2018-2021)
Top 10 US Independent Broker-Dealers2
#1 Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
$257 billion retail investment client assets held or managed by Northwestern Mutual 4
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.
1 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.
2 Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023.
3 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com
4 Combined client assets of NMIS and NMWMC as of June 30, 2023
Finance Intern - Summer 2026
Finance advisor job in Elkhart, IN
Dexter is the premier manufacturer and supplier of axles, suspension, brakes, doors, venting products, trailer parts, accessories, and towing components serving the commercial trailer, RV, heavy-duty, marine, agriculture, and manufactured housing markets has an opportunity for a Finance Intern for Summer 2026 at our manufacturing facility located in either Elkhart, IN or Bristol, IN or Springfield, MO.
Headquartered in Elkhart, Indiana, Dexter has manufacturing and distribution locations throughout the U.S. and Canada. Employing state-of-the-art robotics, precision welding equipment, and automated machining processes, Dexter has achieved many years of success through a commitment to the principles of superior quality, continuous improvement, and unparalleled customer service.
For more information about our company, access Dexter's web site at ********************
JOB DESCRIPTION
The Finance Intern will assist in financial analysis, reporting, budgeting, forecasting and other various day to day accounting/controller functions. This role is a very fast paced environment covering multiple industries, products, processes, and production plants.
Potential locations for this internship include Elkhart, IN and Bristol, IN and Springfield, MO.
As a Finance Intern, you will be working on robust, hands-on projects. Potential projects may include, but not limited to:
* Sales forecasting and trends analysis.
* Contributing to the preparation/consolidation of monthly and quarterly reporting
* Facilitating improvement in historic data upkeep and the consistency/organization of reporting
* Assisting with budgeting and forecasting processes
* Supporting the finance team in day-to-day operations
Minimum Qualifications
To be successful in this role, you must possess the following:
* Strong computer skills
* Strong Excel and data analysis skills
* Administrative experience with great attention to detail
* Excellent sense of ethics and accountability
* Clear, professional written, verbal and interpersonal communication skills
* Strong organizational, time management and problem-solving skills
EDUCATION
You must be actively enrolled an accredited university working towards a bachelors or masters degree in Finance, Accounting, Economics or related area of study.
Apply now to join an industry leader and make a difference in what we do for the customers we serve!
Equal Opportunity Employer
Offers of employment are contingent upon successfully passing a background check and drug screen. Dexter Axle Company is an equal opportunity employer. Applicants are considered for positions without discrimination on the basis of race, color, creed, religion, national origin, gender, age, disability, veteran status, citizenship status or any other characteristic protected by federal, state or local law.
Work Authorization
Dexter will only employ those who are legally authorized to work in the United States or Canada. We do not provide sponsorship. Individuals with temporary visas such as E, F-1 (including those with OPT or CPT), H-1, H-2, L-1, B, J or TN, or who need sponsorship for work authorization now or in the future, are not eligible for hire.
Financial Analyst
Finance advisor job in Elkhart, IN
Hydro Extrusions is a world-leading aluminium extrusion business counting around 100 production sites in 40 countries and employing 20,000 people. Through our unique combination of local expertise, global network, and unmatched R&D capabilities, we can offer everything from standards profiles to advanced development and manufacturing for most industries. Since 1905, Hydro has turned natural resources into valuable products for people and businesses with focus on a safe and good workplace for our 30,000 employees in more than 140 locations.
Job Location: Elkhart, IN; North Liberty, IN.
Hydro employees can enjoy several benefits including:
* Medical, Rx, Dental, Disability, Life Insurance, Flexible Spending Accounts
* Retirement Savings Plans with Company Match/Contributions
* Education Assistance
* Bonus Plan Eligibility
* Parental Leave
Job Summary:
The Finance Analyst is responsible for the General Ledger and Month-end close and for financials Statement preparation and reporting. Supports the timely reporting of daily, monthly and annual financial and operational data. The FA will gain broad exposure to financial planning, reporting and operational support, positioning them for future leadership within the finance department. This position reports directly to the Controller.
Required Education/Experience:
* Minimum of three years' experience in similar roles preferably including experience in a Plant Operation environment.
* Bachelor's degree in finance, Accounting or related field required.
* Proficient in ERP systems (Oracle, SAP)
* Experience with manufacturing KPIs
* Knowledge of capital expenditure tracking
* Experience preparing financial reports, cost analysis and performance metrics.
Preferred Skills/Qualifications:
* Previous manufacturing experience in a fast-paced, manufacturing environment is preferred.
* Understanding of standard costing principles and variance analysis.
* Ability to perform inventory valuation, reconcile inventory accounts, and analyze inventory movements.
* Understanding of internal controls, compliance standards and support for audit processes
Job Responsibilities:
* Implement, sponsor, and support all continuous reliability improvement standards and practices.
* Accountable for accurate standard costs and annual review process, inventory costing and absorption testing.
* Responsible for accurately compiling data for journal entries during the month-end closing processes
* Must be a critical thinking/forward thinking and results oriented individual.
* Provide financial analysis support, including cost control opportunities and working capital management.
* Excellent communication and strong analytical skills are required as well as excellent computer skills. Experience with Oracle System is a plus.
* Review internal controls and determine design and operating effectiveness.
* Assists and supports monthly closing cycles
* Assists and supports planning, forecasting and budgeting processes of the operation.
* Assists and supports in ensuring internal controls and policies followed.
* Assists and supports financial and manufacturing analysis of both recurring and ad-hoc nature to internal management.
* Assist and support payroll
* Assist and supply supplying financial data needed for capital appropriations.
* Assist and support the creation of the annual business plan
* Support in month end closing.
* Assist and support analyzing actual profits and losses vs. the budget on a monthly basis.
* Assist and support conducting cost studies on various item numbers or customer profit analysis.
* Assist and support conducting annual fixed asset inventory.
Equal opportunities
Hydro in North America is an Equal Opportunity Employer where all phases of employment are based strictly upon the qualifications of the individual as related to the work requirements of the position. This policy is applied without regard to race, sex, sexual orientation, gender identity, religion, national origin, ancestry, age, disability, veteran status, marital status or any other category protected by law. We strive to provide equal opportunities for all to contribute and succeed with us.
If you need an accommodation in order to complete the application, please contact Hydro Recruiting via email at **********************************
Nearest Major Market: Elkhart
Nearest Secondary Market: South Bend
College Financial Representative, Internship Program
Finance advisor job in Mishawaka, IN
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College 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 to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
Auto-ApplyFinancial Analyst
Finance advisor job in Bangor, MI
Job Details Experienced Bangor, MIDescription
Become part of a Migrant and Community Health Center, where you will:
Have a passionate purpose.
Do worthwhile work.
Make a difference in people's lives.
InterCare is searching for a full-time Financial Analyst! This position will be based out of our Bangor Administration Building. At InterCare, you'll find a rewarding and challenging work environment and a competitive compensation starting at $67,000/year and benefits package which includes: vacation/personal paid time off, sick time, 10 paid holidays, tuition reimbursement program, medical, prescription, dental, vision, life insurance, and short term and long term disability insurance.
At InterCare Community Health Network, we believe all people have the right to equal access to quality health care.
Work Schedule:
Hours are Monday - Friday from 8:00 a.m. - 5:00 p.m.,
with evening hours as necessary.
NO WEEKENDS! NO MAJOR HOLIDAYS!
Primary Accountability
Under the general direction of the Director of Finance and Chief Financial Officer, the Financial Analyst is tasked with developing, maintaining, and providing timely, accurate reporting to management. The Financial Analyst will proactively establish and maintain strong working relationships with site operational leaders, executive leaders and finance team members. The Financial analyst will be responsible for monthly budget variance analysis, and performance monitoring. The Financial Analyst will support cost reporting compilation and analysis, operate the 340B pharmacy program and prepare projections and pro formas as requested. The Financial Analyst will also serve as the primary finance contact for all grant activities and will prepare all financial reporting and analyses required by all grants.
Description of Primary Duties & Responsibilities
Calculate and communicate key financial and business drivers, operating results and trended performance results. Interpret trends and their impact on the budget and financial operations.
Support financial leadership with timely forecasts, pro formas, projections and service line analyses to monitor performance against expectation.
Prepare grant expenditure analysis to ensure that grant funds are being maximized, that all charges to grants are eligible and supported with documentation, and that grant program requirements are fulfilled.
Responsible for providing support to third party reimbursement functions including cost report preparation, third-party reserves, net revenue per encounter and financial analysis. Develop and implement processes to ensure accurate and complete documentation is obtained for cost reporting.
Responsible for coordination and maintenance of all aspects of the 340B pharmacy program to ensure compliance with all regulations including performing internal audits and recording all monthly activity including revenue, expenses and receipts. Also responsible for optimizing the utilization of the 340B pharmacy program.
Perform data extraction & external reporting requirements as applicable.
Make recommendations concerning means of reducing costs, increasing revenues or improving financial performance
Qualifications
Description of Primary Attributes
General Development
Financial Analysis
Critical Thinker
Cross Functional
Decision Support
Self Sufficient
Internally Driven
Professional and Technical Knowledge
Possesses a thorough understanding of theory and practices of finance typically acquired through completion of a bachelor's degree program or extensive practical experience in a professional environment.
Minimum of 3-5 years' applicable experience in finance or accounting; prefer healthcare financial experience.
Ability to analyze financial data, identify trends, interpret financial results and prepare financial reports, statements and projections.
Ability to manage several projects, and meet essential deadlines as established.
Ability to participate in and facilitate group meetings.
Ability to deal with ambiguity and multiple, overlapping priorities while maintaining a high level of detail orientation.
Technical Skills
Proficient in Microsoft Office Suite
Ability to use clerical and numerical skills in preparing final drafts and documents from raw data
Ability to create letters, forms, documents, presentations
Ability to run reports, analyze and interpret data, assist in implementation and maintenance of systems
Strong technical, analytical skills and decision-making capabilities
Strong Excel skills required; experience with accounting and electronic medical records systems
Strong understanding of financial reporting & financial planning
Communication Skills
Possesses a professional level of written and verbal communication skills
Ability to communicate complex concept in a clear effective manner
Possesses excellent cross cultural communication skills and the ability to communicate to staff members at all levels
Physical Demands
Job duties performed in the typical office environment of the organization, which requires ordinary ambulatory skills sufficient to visit other locations. The environmental factors and/or physical requirements of this position include the following:
Requires good hand-eye coordination, reach with arms & hands, and finger dexterity, including ability to grasp, and manipulate (using keyboard, office equipment)
Visual acuity to use keyboard, operate office equipment, and read printed material and regularly required to talk and hear
Sedentary position requiring prolonged periods in a seated position at a desk and working on a computer.
Part Time Financial Adviser (Westville/ Highway and Surrounds)
Finance advisor job in Westville, IN
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Part-time opportunity: * Part-time Financial Adviser * Grade 12 * Currently in an existing role which he or she wants to retain, but supplement value proposition and/or income by offering financial advice
* Access to in-segment market and existing network
* DOFA/Fit & proper
* A valid Driver's licence and own car
* A clear criminal and credit check
* Proven computer literacy and digital dexterity
* Excellent communication skills (written and verbal)
* Sound planning and organising abilities
* Ability to collate, analyse and synthesize information
* Entrepreneurial mindset
* Sound business acumen
* GRIT, resilience and tenacity to stay the course.
* Sales orientation
Skills
Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
Action Oriented
Balances Stakeholders
Builds Networks
Collaborates
Communicates Effectively
Customer Focus
Drives Results
Ensures Accountability
Education
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
30 December 2025 , 23:59
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
The Old Mutual Story!
Auto-ApplyAssociate Financial Professional (Kalamazoo, MI)
Finance advisor job in Kalamazoo, MI
Who we are:
Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Job Description
The firm is seeking an Associate Financial Professional to join our Private Client Division in our Kalamazoo, Michigan office. Associate Financial Professional candidates should possess strong relationship management and interpersonal skills, in addition to strong written and verbal communication abilities. Ideal candidates are great listeners with self-confidence and have a passion for educating and helping others.
Ideal candidates are self-motivated and able to work independently, while also collaborating in a dynamic, team-based environment, welcoming constructive feedback and challenges to ideas. These candidates also demonstrate strong work ethic, a thirst for success, and a track record for establishing and achieving goals.
Key Responsibilities:
Provide top quality advice and solutions to clients
Ability to prospect, build relationships, and successfully grow a book of business
Develop new clients through individual marketing strategies and relationships with existing Oppenheimer Financial Professionals
Prioritize and organize workflow and collaborate all facets of the operation and administration of client accounts using CRM tools
Social Media and Marketing program development
Conduct mutual fund, ETF, separate account manager (SMA), equity and fixed income research and due diligence for investment opportunities
Qualifications:
Wealth Management / Investment industry experience preferred
Minimum education requirement is a Bachelor's degree
Previous work experience, including internships involving client service or financial analysis, is preferred
SIE exam completion required prior to offer
FINRA Registrations: Series 7 & 65/66 preferred or must be obtained within 4 months of hire date in addition to State Insurance Licenses within 6 months
Must be a team player: proactive, positive, problem-solving disposition, seeking growth and opportunities for advancement
Excellent communication skills: verbal, written and interpersonal
Ability to work in a fast paced, high energy environment with attention to detail, and ability to meet designated deadlines
J.P. Morgan Wealth Management - Private Client Advisor - Mishawaka/South Bend, IN
Finance advisor job in Mishawaka, IN
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
**Job responsibilities**
+ Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
+ Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
+ Demonstrate a deep understanding of financial markets and sound business judgement
+ Exhibit unwavering integrity that points toward doing right by clients at every opportunity
+ Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
+ Provide a holistic view of clients' needs and financial coaching beyond investments
+ Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
**Required qualifications, capabilities, and skills**
+ At least 2 years in a Financial Advisor role or equivalent financial services experience
+ Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
+ Demonstrated ability and commitment to goals-based planning and advice
+ A valid and active Series 7
+ A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
+ A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
**Preferred qualifications, capabilities, and skills**
+ Certified Financial Planning (CFP ) certification is preferred
+ Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
- NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Financial Representative
Finance advisor job in Mishawaka, IN
Financial Representative - Mishawaka, IN
As business owners, Financial Representatives at Northwestern Mutual - Mishawaka, IN help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to:
Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
As a Financial Representative, you have the opportunity to:
Build-Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends.
Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans.
Influence- Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations.
Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients' needs.
Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you'll find the growth that fits your vision and your business.
Compensation & Benefits
Performance-based earnings and revenue (
average annual earnings of $70K-$250K; based on
2015-2022
company average for representatives 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, SIE, Series 6, Series 63, CFP , and more
NM-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
You could be right for this opportunity if you have:
4-year degree; or equivalent professional work experience
Entrepreneurial ambitions
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking and communication competencies
Legal authorization to work in the US without sponsorship
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual:
Fortune 500 company (2023)
Forbes' Best Employers for Diversity (2018-2021)
Top 10 US Independent Broker-Dealers2
#1 Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
$257 billion retail investment client assets held or managed by Northwestern Mutual 4
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.
1 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.
2 Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023.
3 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com
4 Combined client assets of NMIS and NMWMC as of June 30, 2023
Financial Analyst
Finance advisor job in North Liberty, IN
Hydro Extrusions is a world-leading aluminium extrusion business counting around 100 production sites in 40 countries and employing 20,000 people. Through our unique combination of local expertise, global network, and unmatched R&D capabilities, we can offer everything from standards profiles to advanced development and manufacturing for most industries. Since 1905, Hydro has turned natural resources into valuable products for people and businesses with focus on a safe and good workplace for our 30,000 employees in more than 140 locations.
Job Location: Elkhart, IN; North Liberty, IN.
Hydro employees can enjoy several benefits including:
* Medical, Rx, Dental, Disability, Life Insurance, Flexible Spending Accounts
* Retirement Savings Plans with Company Match/Contributions
* Education Assistance
* Bonus Plan Eligibility
* Parental Leave
Job Summary:
The Finance Analyst is responsible for the General Ledger and Month-end close and for financials Statement preparation and reporting. Supports the timely reporting of daily, monthly and annual financial and operational data. The FA will gain broad exposure to financial planning, reporting and operational support, positioning them for future leadership within the finance department. This position reports directly to the Controller.
Required Education/Experience:
* Minimum of three years' experience in similar roles preferably including experience in a Plant Operation environment.
* Bachelor's degree in finance, Accounting or related field required.
* Proficient in ERP systems (Oracle, SAP)
* Experience with manufacturing KPIs
* Knowledge of capital expenditure tracking
* Experience preparing financial reports, cost analysis and performance metrics.
Preferred Skills/Qualifications:
* Previous manufacturing experience in a fast-paced, manufacturing environment is preferred.
* Understanding of standard costing principles and variance analysis.
* Ability to perform inventory valuation, reconcile inventory accounts, and analyze inventory movements.
* Understanding of internal controls, compliance standards and support for audit processes
Job Responsibilities:
* Implement, sponsor, and support all continuous reliability improvement standards and practices.
* Accountable for accurate standard costs and annual review process, inventory costing and absorption testing.
* Responsible for accurately compiling data for journal entries during the month-end closing processes
* Must be a critical thinking/forward thinking and results oriented individual.
* Provide financial analysis support, including cost control opportunities and working capital management.
* Excellent communication and strong analytical skills are required as well as excellent computer skills. Experience with Oracle System is a plus.
* Review internal controls and determine design and operating effectiveness.
* Assists and supports monthly closing cycles
* Assists and supports planning, forecasting and budgeting processes of the operation.
* Assists and supports in ensuring internal controls and policies followed.
* Assists and supports financial and manufacturing analysis of both recurring and ad-hoc nature to internal management.
* Assist and support payroll
* Assist and supply supplying financial data needed for capital appropriations.
* Assist and support the creation of the annual business plan
* Support in month end closing.
* Assist and support analyzing actual profits and losses vs. the budget on a monthly basis.
* Assist and support conducting cost studies on various item numbers or customer profit analysis.
* Assist and support conducting annual fixed asset inventory.
Equal opportunities
Hydro in North America is an Equal Opportunity Employer where all phases of employment are based strictly upon the qualifications of the individual as related to the work requirements of the position. This policy is applied without regard to race, sex, sexual orientation, gender identity, religion, national origin, ancestry, age, disability, veteran status, marital status or any other category protected by law. We strive to provide equal opportunities for all to contribute and succeed with us.
If you need an accommodation in order to complete the application, please contact Hydro Recruiting via email at **********************************
Nearest Major Market: Elkhart
Nearest Secondary Market: South Bend
Commissioned Financial Adviser (Westville/ Highway and Surrounds)
Finance advisor job in Westville, IN
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
* Responsible for the procurement of new business
* Expand sales of products and services with existing customers
* Work mainly on own leads
Skills
Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
Action Oriented
Balances Stakeholders
Builds Networks
Collaborates
Communicates Effectively
Customer Focus
Drives Results
Ensures Accountability
Education
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
30 December 2025 , 23:59
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
The Old Mutual Story!
Auto-ApplyJ.P. Morgan Wealth Management - Private Client Advisor - Mishawaka/South Bend, IN
Finance advisor job in South Bend, IN
JobID: 210678980 JobSchedule: Full time JobShift: : At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
* NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Auto-Apply