Finance advisor jobs in Fort Wayne, IN - 28 jobs

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

Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth as you build your business. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

State Bank, a growing community bank, has an exciting employment opportunity in our Defiance office! We are looking for a Full Time Financial Advisor to join our dynamic team of sales and service professionals. We offer an extensive benefits package including competitive compensation, retirement savings plans, medical/dental/vision, company-paid life and AD&D insurance, paid time off, short and long term disability, quarterly incentives, and more! In addition, State Bank strives to give back to the community. State Bank GIVES (Gathering Individuals to Volunteer, Empower and Serve) is a Volunteer program created to provide local non-profit organizations access to State Bank employees who volunteer their time to make a difference in the lives of the people and communities we serve. Apply Today and see why State Bank is a great place to work! Equal Opportunity Employer

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.

Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Investment Advisor, Sr within PNC's Private Bank organization, you will be based in Fort Wayne, IN. This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line of business, may provide specialized advice and partnership with specialists supporting the portfolio investment strategy, objectives, and health of the strategy. Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results. Maintains expert level knowledge of complex investment and asset management strategies. Responsible for maintaining and growing assets under management. Additionally supports and may lead the sales efforts of the business through the introduction and expansion of financial services to the client. Executes risk management practices through the adherence to PNC's policies and procedures. May help provide direction to investment professionals. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsAccountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship ManagementCompetenciesClient Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investment Consulting, Portfolio Management, Products and Services, Value SellingWork ExperienceRoles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s) LicensesNo Required License(s) BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons. Responsibilities Identify market(s) and develop appropriate marketing plan. Prospect and network for middle-market clients by identification of qualified names and making initial contacts. Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service. Adequately prepare for all appointments through established processes. Conduct all appointments using Western & Southern Life consultative practices and processes. Effectively sell insurance and investment solutions. Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future. Market for the purposes of developing the Western & Southern Life brand at the local level. Proactively develop community relationships to cultivate and strengthen presence in target market(s). Maintain personal contact with clients to ensure their evolving financial needs are being met. Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job. Accurately maintain client and company records, payments, etc., in a timely manner. Operate an automobile during both day and night hours. Qualifications High level of integrity. Strong work ethic and willing to work hours that include weekday evenings and weekend hours. Strong interpersonal, relationship, and influence skills. Effective communication skills including listening, speaking and writing. Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions. The ability to influence others to take needed action. Demonstrate personal drive and resilience to achieve goals. Willing and able to network for new clients. Educational Requirements Minimum high school diploma or equivalent; college degree preferred. Computer Skills and Knowledge of Hardware & Software Required Working knowledge of word processing and spreadsheet applications. Working knowledge of internet and email. Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.) Obtain and hold State Life and Health license prior to hire. Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment. Position Demands Access to an automobile and ability to maintain a valid driver's license.

JobID: 210638059 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.

LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at VIA Credit Union invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. VIA's mission is to serve with understanding, earn trust through our integrity, inspire confidence by our knowledge, and work passionately for customer, community, and company success. We will stand apart as a community credit union providing local leadership, personalized service and community loyalty along with a broad line of sophisticated financial services. This role will require the employee to work on-site at a local branch. Job Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail client base designed to meet the individualized needs of each customer. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned Branches. Responsibilities: Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate. Providing comprehensive, needs- based financial solutions to clients by offering a range of investment/insurance solutions Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives. Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements Delivering a high quality customer service experience during each customer interaction Building strong relationships with retail branch staff, supporting and motivating their referral efforts. Developing a complete understanding of the core institution products to support cross- selling opportunities and to generate referrals back to the institution where appropriate Meet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures and regulations governing products and services. What are we looking for? We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement. Requirements: High school diploma or equivalent (Bachelor's Degree Preferred) Minimum of two (2) years investment sales experience (preferably in a financial institution) Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66 Registration (If required by the state of hire. If required by state of hire and not active, must acquire within the first six months of hire) Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer Preferences: Demonstrated ability to sell products and services to investment clients; evidence of strong sales results Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space Excellent knowledge of investment/insurance products and financial planning Core Competencies: Strong self-motivation and ability to work independently Excellent verbal, written and interpersonal communication skills Possess strong organization skills Excellent customer service and business focus with a great attention to detail Effective research and analysis skills #LI-Onsite Pay Range:58,500 - 70,000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

This part-time (20 hours per week) position provides the Framingham City Council with objective analyses, appraisals, and recommendations for improvements to the city's budgets and financial systems and activities. * The City of Framingham's City Council Offices are located in the Memorial Building, 150 Concord Street, Framingham and is accessible by the MBTA Commuter Rail and the MWRTA. * The City of Framingham offers a robust benefits package and is an eligible employer for the Federal Student Aid Public Service Loan Forgiveness Program. * We seek to hire a candidate who shares our commitment to Framingham and values civility, collegiality and working in a coordinated team environment to serve the City of Framingham. * Hiring process will include a skills assessment project; finalist interviews will be held in an open meeting of the Framingham City Council Code : 26032-1 Location : CITY COUNCIL Details : Position Information

Internship Description Ruoff Mortgage is seeking a motivated Finance & Accounting Intern for Summer 2026. Our internship program runs from Wednesday, May 20th - Friday, August 7th. This role provides hands-on experience working with seasoned accounting professionals and contributing to a variety of departmental projects. The intern will support the Finance & Accounting team with daily operations, reporting tasks, and special projects throughout the summer. Essential Responsibilities Utilize accounting software to support workflows and maintain accurate financial records. Assist with month-end reporting and preparation of financial statements. Prepare and post journal entries. Support the development of internal and external management reports. Assist with accounts receivable, accounts payable, and bank reconciliations. Participate in audit preparation and related tasks. Assist with semi-monthly payroll processes. Perform data entry with accuracy and efficiency. Maintain a high level of confidentiality when handling sensitive personal or financial information. Perform general administrative or department support tasks as assigned. Knowledge, Skills and Abilities Strong attention to detail with the ability to manage multiple tasks. Effective written and verbal communication skills. Strong organizational skills and a willingness to learn. Requirements Experience and Training Currently pursuing a Bachelor's degree in Accounting, Finance, Business, Economics, or a related field. Proficient in Microsoft Office applications, including Excel, Word, and Outlook. Physical Demands and Work Environment Physical Demands: While performing the duties of this job, the employee is occasionally required to walk; sit; reach with hands and arms; stoop; talk and hear. Specific vision abilities required by the job include close and distance vision, peripheral vision and the ability to adjust focus. Occasionally lift, carry and/or move up to 25 pounds. Work Environment: Professional atmosphere in an open work environment Routinely uses office equipment such as computers, phones, photocopiers, filing cabinet and fax machine. Ruoff Mortgage Internship Program Details The Ruoff Mortgage Internship Program is designed to be engaging, hands-on, and rewarding. Throughout the summer, interns connect with leaders and peers through interactive Lunch & Learns, where they explore Mortgage 101, credit basics, department spotlights, and professional skills, plus weekly meetings focused on career readiness, leadership, and collaboration. Along the way, interns enjoy networking opportunities, community volunteer events, team outings, and wrap up the summer by showcasing their work in a group project presentation, making it a memorable and meaningful experience from start to finish! Ruoff Mortgage is an equal opportunity employer. Ideal candidates must be enrolled in an Indiana college or university, legally authorized to work in the U.S., and able to work in person at Ruoff Mortgage Corporate Headquarters in Fort Wayne, Indiana. Employment is subject to background and reference checks. While we thank all applicants for their interest, only those selected for interviews will be contacted.

What Does Steel Dynamics Do? Steel Dynamics is a leading industrial metals solutions company that produces lower-carbon, high-quality steel products primarily from recycled scrap. Operating through a circular manufacturing model, the company manufactures a wide range of steel products including flat roll, structural, and long products for industries such as construction, automotive, energy, and manufacturing. In addition to steel production, Steel Dynamics operates metals recycling facilities, steel fabrication plants, and aluminum production operations, serving customers across North America with a focus on innovation, efficiency, and sustainability. What Makes This Internship Different? What makes this Finance Internship unique is the opportunity to gain direct exposure to both the technical and strategic sides of finance within a dynamic business environment. Interns are not limited to shadowing; instead, they actively contribute to financial analysis, budgeting, and forecasting that impact real business decisions. The program emphasizes collaboration with professionals across multiple departments and provides regular interaction with management, giving interns a broader understanding of how finance supports the entire organization. Unlike many internships that focus on routine tasks, this role offers hands-on experience, meaningful projects, and the chance to develop analytical and communication skills that will serve as a strong foundation for a future career in finance. Internship Location This internship is located at the Steel Dynamics Corporate Office located in Fort Wayne, IN. This internship will take place in Summer 2026. Internship Benefits Furnished Housing Free of Cost Provided for interns living more than 50 miles from their work site, including essential furnishings to ensure a comfortable stay during the internship. 401(k) & Company Match Eligibility to participate in the company 401(k) plan with a 10-50% company match that vests immediately. Employee Discounts Access to discounts on hotels, vehicles, and other goods and services through Steel Dynamics' nationwide partner network. Employee Assistance Program Up to five free visits per issue, per year for counseling, legal advice, financial guidance, and other daily living resources. Intern Extravaganza A two-day event at company headquarters featuring facility tours, networking with company leaders, cultural immersion, and connecting with other interns from across the country. Competitive Pay Competitive hourly wages for all internship positions, rewarding the value interns bring to the company. Responsibilities What Are My Responsibilities as a Finance Intern at Steel Dynamics? Assist finance department in data analytics, strategic projects and business valuation models Assist management in developing presentations Develop reports in Excel to present data Other duties as assigned Qualifications What Qualifications Do I Need? Pursing MBA or Master's degree in Finance or a Bachelor's degree, at least a junior class standing GPA 3.5 or above Strong financial modeling skills and strong understanding of forecasting techniques Strong professional verbal and written communication skills Excellent interpersonal skills, team coordination, and the ability to work with all levels of management, clients and vendors Must be self-driven and able to complete tasks without specific direction Ability to meet deadlines Strong analytical skills Experience in Microsoft Office is a must Examples of Projects Steel Dynamics Accounting, Finance, Tax, & Internal Audit Interns Have Completed Track and optimize fixed assets across the facility and maintain depreciation schedules and disposal documentation. Identify discrepancies and support internal audits and internal controls, provide evidence for audits, and perform document control by scanning and indexing journal entries and reconciliations. Contribute to month end and quarter end close, including account reconciliations, reporting, OA review preparation, and logging journal entries. Process accounts payable invoices, perform warehouse initial review and routing, match invoices to receivers, and resolve variances with purchasing and operations. Support capital projects by creating CEA purchase orders, processing CIP invoices, and applying the SDI capital expenditure policy. Evaluate customer credit risk to support sales and collections decisions and assist with related reporting. Analyze inventory levels and cost variances, participate in inventory counts, validate count sheets, and recommend process improvements. Manage expenses and cash controls by coding and reconciling credit card transactions, preparing monthly statements, reviewing intercompany Concur expense reports for policy compliance, and performing petty cash counts and reconciliations. Reconcile freight charges by matching invoices to the freight system and resolving discrepancies and track natural gas usage for purchasing and operations reporting. Handle administrative and vendor tasks including logging new vehicles and titles, assisting with insurance documentation, creating and routing New Vendor Forms and vendor master setups, and drafting donation acknowledgment letters and records. Steel Dynamics, Inc., and all affiliated entities are equal opportunity employers. Coming Soon!!

At Lilly, we unite caring with discovery to make life better for people around the world. We are a global healthcare leader headquartered in Indianapolis, Indiana. Our 35,000 employees around the world work to discover and bring life-changing medicines to those who need them, improve the understanding and management of disease, and give back to our communities through philanthropy and volunteerism. We give our best effort to our work, and we put people first. We're looking for people who are determined to make life better for people around the world. Undergrad Finance Analyst - Full Time Company Overview Who We Are: Lilly is a global healthcare leader that unites caring with discovery to make life better for people around the world. We're a Fortune 500 company, determined to bring life-changing medicines to those who need them and give back to communities through philanthropy and volunteerism. To learn more about Lilly, please visit us at ************************* Lilly offers: A Purposeful Career-bringing together people who discover and deliver life-changing medicines that improve peoples' lives around the world. A Balance of Work and Life-creating an environment for employees to be productive in both their lives and their work. An Opportunity for Growth-providing opportunities for each individual to develop and advance professionally. A Diverse Culture-committed to uniting individuals across cultures, and developing a comfortable, connected, environment that values diverse thought. A Vibrant Community-headquartered in downtown Indianapolis, Ind. - Time Magazine ranked Indianapolis a top 10 city to start a new career in. Read more about living in Indianapolis at downtownindy.org. We're looking for: Highly motivated and driven leaders Individuals with integrity, excellence and respect for people. Individuals who want to make a difference in someone else's life. Responsibilities Finance Analyst overview: As a Financial Analyst, you will experience an exciting career offering a wide range of opportunities for professional development, including the two-year Lilly Initial Financial Experience (LIFE) training program. The LIFE program provides an introduction to the broad spectrum of career paths at Lilly, sets you up for success through a mentorship program and incorporates a wide array of networking events and career development opportunities. By strengthening your skills through a variety of financial assignments, you will deepen your financial expertise, learn and contribute to the business and impact patients through your work in finance. Basic Qualifications Requirements: Actively pursuing one of the following BA degrees: Business-related undergraduate degree with concentration/emphasis in Accounting, Finance, or Economics Will graduate by August 2023 Language fluency in English (written and verbal) Qualified candidates must be legally authorized to be employed in the United States. Lilly does not anticipate providing sponsorship for employment visa status (e.g., H-1B or TN status) for this employment position. Additional Skills/Preferences Desired Experience: Demonstrated leadership and ability to influence Clearly demonstrated analytical thought and aptitude Strong problem-solving skills Excellent communication, teamwork, and interpersonal skills Language fluency in English (written and verbal) Three or more accounting courses Additional Information Lilly is an EEO/Affirmative Action Employer and does not discriminate on the basis of age, race, color, religion, gender, sexual orientation, gender identity, gender expression, national origin, protected veteran status, disability or any other legally protected status. Eli Lilly and Company, Lilly USA, LLC and our wholly owned subsidiaries (collectively “Lilly”) are committed to help individuals with disabilities to participate in the workforce and ensure equal opportunity to compete for jobs. If you require an accommodation to submit a resume for positions at Lilly, please email Lilly Human Resources ( Lilly_Recruiting_************************** ) for further assistance. Please note This email address is intended for use only to request an accommodation as part of the application process. Any other correspondence will not receive a response. Lilly is an EEO/Affirmative Action Employer and does not discriminate on the basis of age, race, color, religion, gender, sexual orientation, gender identity, gender expression, national origin, protected veteran status, disability or any other legally protected status. Our employee resource groups (ERGs) offer strong support networks for their members and help our company develop talented individuals for future leadership roles. Our current groups include: Africa, Middle East, Central Asia Network, African American Network, Chinese Culture Network, Early Career Professionals, Japanese International Leadership Network (JILN), Lilly India Network, Organization of Latinos at Lilly, PRIDE (LGBTQ + Allies), Veterans Leadership Network, Women's Network, Working and Living with Disabilities. Learn more about all of our groups. As a condition of employment with Eli Lilly and Company and its subsidiaries in the United States and Puerto Rico, you must be fully COVID-19 vaccinated and provide proof of vaccination satisfactory to the company (subject to applicable law). #WeAreLilly

Job Details Division: Nucor Fastener Indiana Other Available Locations: N/A Welcome to Nucor, where our unique culture sets us apart. Joining Nucor means becoming part of North America's largest steel and steel products manufacturer, offering unmatched career opportunities and stability. We are known for our innovative sustainability practices and are the continent's largest recycler. Our vibrant culture, built on personal connections and teamwork, empowers every team member with the freedom to innovate and contribute to our collective success. Experience a workplace where safety, efficiency, and meaningful personal connections define every day, enriching both our teammates and the communities we serve. Nucor supports its teammates with top-tier benefits like Medical, Dental, Vision, and Disability Insurance, 401K and Roth accounts, Profit sharing, Pay-for-performance bonuses, Paid parental leave, Tuition reimbursement, Stock program, Scholarships and more. Application Updates: When you apply, you will be given the opportunity to enter an email that you can be reached at for your application updates. Please ensure the email you enter is accurate. We are unable to give verbal updates via phone call on applications.Basic Job Functions: The Financial Analyst focuses on supporting the division's finance functions. This role emphasizes financial analysis, reporting, and month-end accounting, along with cross-functional collaboration and providing data-driven financial insights. Key Responsibilities Include: Analyze and present financial data to division leadership team. Supporting accurate month-end close and general ledger reconciliation. Identifying trends, variances, and areas for improvement. Assisting with budgeting and forecasting processes. Provide cost analysis and divisional comparisons. Working with other departments to gather/analyze division financial data. Safety is the most important part of all jobs within Nucor; therefore, candidates must be able to demonstrate the ability to initiate, lead, and uphold safety policies, practices, procedures, and housekeeping standards at all times.Minimum Qualifications: Four (4) year degree in Accounting, Finance, or a business-related field Preferred Qualifications: Certified Public Accountant (CPA) and/or Certified Managerial Accountant (CMA) Master's in Business Administration (MBA) Two (2) years' Financial Analyst experience Experience with ERP Systems (Microsoft Dynamics D365, Power BI) Desire to advance into a leadership role Candidates must be legally authorized to work in the U.S. Nucor will not sponsor the need for a visa now or in the future. Candidates must be able to perform all essential functions of the job with or without a reasonable accommodation. Nucor is an Equal Opportunity Employer and a drug-free workplace

Job Description Education Undergraduate degree in a related field of study preferred. Working knowledge of investments/securities. Completion of Cannon Trust Schools I, II, and II or equivalent knowledge from other industry training or equivalent experience. Experience A minimum of five (5) years' experience in personal trust administration. Preferred Qualification Demonstrated sales accomplishments in high-net-worth market; experience as a professional subject-matter-expert presenter; JD, CTFA, or CFP; CPA. Preferred Skills Proficient reading, writing, grammar, and mathematics skills. Developed interpersonal, communicative, and sales skills with a strong customer focus. PC skills. A thorough knowledge of current brokerage regulations. Visual and auditory skills. Valid driver's license. Role and Responsibilities Serve as a recognized fiduciary expert on the relationship management team and within assigned markets, providing insights and solutions to attract, retain and grow clients who require complex strategies to protect, grow and transition personal and family wealth. Execute on client wealth plans by maintaining a high-net-worth book of business to high professional standards. Actively produce new revenue both as a contributor and individually. Essential Duties Fiduciary Expertise Maintain deep expertise in fiduciary, investment, tax, and other related areas Design and deliver sophisticated fiduciary solutions, using the relationship team model, to high-net-worth clients with complex financial needs Trust Administration Administer complex fiduciary accounts and related agency and IRA accounts Analyze and interpret legal instruments Apply sound fiduciary judgement to trust matters individually and within activities of assigned Communities Ensure the retention of business and fulfillment of State Bank's fiduciary responsibilities. Compliance Maintain compliance with all internal policies and procedures as well as regulatory and legal requirements Mitigate risk on individual book of business Client Management Develop and implement relationship service strategies consistent with the SBWM team service model and applicable relationship service standards Proactively provide professional service to satisfy client needs Identify and resolve client issues arising in the course of administration of an account Retain and expand assigned client relationships Sales Attain assigned personal sales goal and provide leadership in attainment of team sales goals Participate in relationship reviews as a fiduciary expert on high net worth teams Identify and prioritize trust and other opportunities, deepening relationships and enhancing revenue In coordination with team members, present ideas and solutions to clients and prospects Lead or participate in the closing of new business Reputation Meet and engage with clients, prospective clients, attorneys, accountants, consultants, and co-fiduciaries Foster close business relationships to develop client loyalty and new business opportunities Create and execute on opportunities to showcase as subject-matter-expert presenter Enhance State Bank's reputation with high-net-worth individuals and their influencers Leadership Serve as on-site business lead for urgent matters in cases where functional management is remote Support business objectives through active advocacy and behavioral adoption Foster an atmosphere of communication and collaboration, which includes the ability to inspire and coach employees to deliver on their objectives, and contribute to the success of State Bank's HNW line of business; Wealth management and Private Banking As a team player, promote a professional atmosphere that encourages the open expressions of ideas and opinions leading to a successful sales environment Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of sexual harassment and other forms of illegal discriminatory behavior in the work place. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.; ensures that the department and all personnel adhere to the same. Complies with established operating policies and procedures in order to maintain adequate controls and to support the organization's adherence to outside regulatory requirements. Communicates with management and staff personnel in order to integrate goals and activities. Responds to inquiries relating to his/her particular area, or to requests from other personnel, customers, etc., within given time frames and within established policy. Coordinates departmental tasks with coworkers inside and outside the department in order to ensure an efficient process and the completion of essential tasks needing proper segregation of duties. Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; complies information as necessary or as directed and provides date to appropriate bank personnel. Ancillary Duties Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual or departmental circumstances. Physical Requirements Occasionally ascends/descends stairs to move through the different floors of the location. Must be able to remain in a stationary position more than two-thirds of the time. The person in this position needs to occasionally move about inside the office to accomplish tasks. Occasionally adjust or move objects in all directions. Frequently communicates with others to exchange information. Constantly moves wrists, hands, and/or fingers. Must be able to assess the accuracy, neatness, and thoroughness of the work assigned. Occasionally exposed to high temperatures and low temperatures. Occasionally exposed to outdoor elements such as precipitation and wind. Occasionally has to work around noisy environments. Sedentary work that primarily involves sitting/standing. Must be able to constantly move objects up to 20 pounds.

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

Our well established, high performing team is currently looking for a Support Advisor. This position provides support to Endeavor Financial Group's existing client base. This is an incredible opportunity for the right person to grow both professionally and financially. Become a key player on our value driven team. If you are a self-starter, high-energy, focused, and hardworking individual we want to speak to you! You will play a critical role in our client experience, so an out-going and service-oriented mindset is a must. Team Sponsored Launch provides stability of income while you work closely with our team receiving mentorship, coaching, training, and support. The Team Sponsored Launch program provides support from three months to three years. At the end of the program, you will become a commission only Financial Professional working alongside Endeavor Financial Group. Responsibilities: • Learn and understand the entire operation of Endeavor Financial Group • Participate in Joint Fieldwork with the advisors of Endeavor Financial Group to build expertise and learn best-practices within the industry • Meet with new and existing clients to build a book of business and grow relationships • Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients/contracts • Position products, services, and strategies to help clients gain financial clarity • Build proficiency in common advice tools and platforms like Salesforce, Money Guide Pro, What-If Tax, etc. • Participate in events to attract new clients and provide financial education to the local community • Finalize, submit, and track all client paperwork for account and application changes • Collaborate with Lead Advisor on complex scenarios • Schedule, prep, and document all your client meetings *Additional responsibilities may be assigned in accordance with business needs Characteristics: Our culture and people are special. We're looking for people who are-or want to become-part of the communities where our clients live, work and worship. You could be a successful addition to our team if you are: • Self-motivated, independent, and driven to succeed with a strong growth mindset, yet collaborative and a team player • Motivated by helping others and relationship-oriented • A natural coach or guide with strong interpersonal skills • Passionate about living a life of generosity by serving others, not just selling products Compensation: $50,000 - $80,000 plus the opportunity for commissions Position Requirements: • Securities registration required- SIE, Series 7 and 66 (or 7, 63 & 65) • Life, Health, and Annuities registration required • Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn • Ability to maintain integrity of sensitive/confidential information As part of Thrivent's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records. All persons with securities registrations are subject to TIMI's Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons. Responsibilities Identify market(s) and develop appropriate marketing plan. Prospect and network for middle-market clients by identification of qualified names and making initial contacts. Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service. Adequately prepare for all appointments through established processes. Conduct all appointments using Western & Southern Life consultative practices and processes. Effectively sell insurance and investment solutions. Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future. Market for the purposes of developing the Western & Southern Life brand at the local level. Proactively develop community relationships to cultivate and strengthen presence in target market(s). Maintain personal contact with clients to ensure their evolving financial needs are being met. Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job. Accurately maintain client and company records, payments, etc., in a timely manner. Operate an automobile during both day and night hours. Qualifications High level of integrity. Strong work ethic and willing to work hours that include weekday evenings and weekend hours. Strong interpersonal, relationship, and influence skills. Effective communication skills including listening, speaking and writing. Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions. The ability to influence others to take needed action. Demonstrate personal drive and resilience to achieve goals. Willing and able to network for new clients. Educational Requirements Minimum high school diploma or equivalent; college degree preferred. Computer Skills and Knowledge of Hardware & Software Required Working knowledge of word processing and spreadsheet applications. Working knowledge of internet and email. Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.) Obtain and hold State Life and Health license prior to hire. Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment. Position Demands Access to an automobile and ability to maintain a valid driver's license.

Division Steel Dynamics This position will play an important role in providing comprehensive reports, analyses and business insights to Executive Management. Responsibilities Financial Planning and Analysis * Prepare market / economic intelligence, and steel market dynamics reports. * Track and update commodity database, and conduct comprehensive analysis of commodity price dynamics. Develop necessary reports with insights. * Prepare and analyze weekly / monthly / quarterly financial reports for Executive Management. § Provide necessary support for monthly corporate-wide forecast consolidation. * Prepare actuals vs. plan / forecast P&L variance analysis reports and provide business insight for Executive Management. * Provide support for quarterly guidance release, earnings call, leadership meeting and Board-of-Directors' meeting. * Perform peer comparison analysis for Executive Management. * Support preparation of annual budget / plan and five-year long-range strategic plan. * Develop valuation models to support company growth initiatives. * Represent FP&A on key corporate initiatives to support business growth. Treasury * Assist in monitoring of cash investments. * Prepare cash investment summary and internal control reports. * Provide analytical support related to working capital, investments peer comparison etc. * Assist Treasurer in preparing meeting presentations for Executive Management. Qualifications Required * BS/BA in Finance / Accounting, or equivalent degree * Minimum of 3 to 5 years of relevant experience in manufacturing / metals industry environment * Strong analytical and problem-solving skills with ability to build comprehensive financial models * High level skills in Excel and other Microsoft Office applications * Self-starter with a desire to learn and grow * Demonstrated systems experience with ability to learn new financial and reporting systems * Effective written and verbal communication skills * Ability to work independently and as a team member with excellent interpersonal skills * Excellent time management skills, ability to multi-task and work independently, and rapidly respond to frequent, small requested Preferred * MBA / CPA is a plus Steel Dynamics, Inc., and all affiliated entities are equal opportunity employers.

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.