Finance advisor jobs in Hamburg, NY - 99 jobs

If you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to your life - and that of everyone you touch. As a Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. Who we are: Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our advisors, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business. With a national footprint, Lenox is continually looking for ambitious, experienced Financial Advisors, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children's college education, etc. You will build upon your natural abilities to connect with, educate and guide others, while honoring the values we share with you: The Lenox brand represents a caring, creative, and passionate family of professionals. It's important that your values align to ours - trust, teamwork and accountability. Make an impact on people's lives, and the communities you care for by providing paths to financial stability and peace of mind Follow a well-defined career path that integrates education with mentorship and teaming opportunities Transparency, honesty, and clarity as the fundamental ingredients of partnership A culture of innovation that embraces growth and the changes that come with it Flexibility to design the life you want, backed by the security of a large, established company like ours How will you build your practice? You will… Establish networks and cultivate referrals Develop and maintain long-term relationships with clients Provide financial solutions through fact gathering and needs analysis Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates Who do you need to be? A strong relationship-builder who takes a client-first approach A proven networker and marketer (alt: “connector of people”) A dedicated worker: independent, self-motivated and goal oriented

We are seeking a dedicated and knowledgeable Financial Advisor to join our team in the Buffalo area. As a Financial Advisor, you will be responsible for providing financial guidance to clients, helping them make informed decisions about their money and financial future. Key Responsibilities: Assessing clients' financial situations and goals Developing personalized financial plans Providing advice on investments, taxes, retirement planning, and insurance Monitoring and adjusting clients' financial plans as needed Building and maintaining client relationships Qualifications: Proven work experience as a Financial Advisor or similar role Strong knowledge of financial planning strategies and products Excellent communication and interpersonal skills Ability to explain complex information clearly and simply Bachelor's degree in Finance, Business, Economics or related field (preferred) Certification such as CFP (Certified Financial Planner) is a plus If you are passionate about helping others achieve their financial goals and possess the required qualifications, we would love to hear from you. Apply now to be a part of our dynamic team as a Financial Advisor.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

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 mass affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized needs of each customer and with the client's best interest in mind. **Primary Responsibilities:** + -Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and their portfolios, to meet their needs and with their best interests in mind; offer an array of products and services best suited to meet those needs; sell and close these independently. Profile customers and deliver recommendations to ensure these needs are met. Use sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions in a moderately complex level of suitability within defined standard procedures, regulatory requirements and in support of the best interests of each customer. + -Deliver a diversified set of brokerage, investment and insurance and advice-based solutions with a mindset to meet the individualized investment needs of current and potential Bank customers for the mass affluent segment, utilizing experts in, Carriers, Wholesalers in Insurance and Managed Accounts, as necessary. + -Utilize COIs (Centers of Influence) to offer a diversified set of solutions and full scope of investment products and services to meet the best interest of clients and within regulatory requirements. + -Increase assets under management by offering investment and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals. + -Provide services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs. + -Coach and mentor less experienced Financial Advisors, Licensed Bankers and Business Banking staff to ensure quality investment and insurance referrals. + -Meet or exceed established sales goals for assigned Market, while meeting individual client needs and complying with pertinent policies and regulations. + -Maintain customer appointment activity log on a weekly basis, to substantiate advisory and referral activity; follow-up on activity levels of all products to meet or exceed expectations. + -Maintain and build referral channel and develop strong partnerships with Retail branch, Business Banking and Wealth partners to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded. + -Work with Retail, Business Banking, Community Bank and Wealth through ongoing account reviews and re-evaluation of customer needs + -Deliver a high-quality customer service experience during each customer interaction through a complete understanding of sales process, policies, and licensing requirements to contribute to the attraction, retention, and expansion of client relationships. + -Ensure accuracy in completing required paperwork to comply with standard procedures, regulatory requirements, and firm policies. + -Serve as a primary PIC (Supervisor/Person-in-Charge) to lead and manage customer relationships to bring the full spectrum of investment and insurance solutions to each client based on their individualized needs. + -Regularly review customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering) and KYC (Know + Your customer) requirements to protect Bank interests. Address issues of non-compliance by requesting additional information from the client and updating the remediation tool in the appropriate system. + -Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. + -Promote an environment that supports belonging and reflects the M&T Bank brand. + -Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. + -Complete other related duties as assigned. **Scope of Responsibilities:** Wilmington Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory and insurance services and is not a separate legal entity. + This position delivers individualized needs-based investment and insurance solutions to clients, primarily in the high net worth segment of $1 - $3mm in investible assets. + This position spends most of the time growing the business through proactive efforts driven first from an individualized analysis of each customer's needs, and then recommending the products best suited to meet those individualized needs. + As such, the position must stay current on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions to assist in managing client complaints and preventable losses. + Assigned to a Wealth office and/or Commercial Banking office, critical partnerships include the wealth team, the commercial lending team as well as centers of influence and existing clients. This position delivers individualized needs-based investment and insurance solutions to clients, primarily in the mass affluent segment of less than $3mm in investible assets. This position spends most of the time growing the business through proactive efforts driven first from an individualized analysis of each customer's needs, and then recommending the products best suited to meet those individualized needs. As such, the position must stay current on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions to assist in managing client complaints and preventable losses. **Education and Experience Required:** Combined minimum of 6 years' higher education and/or work experience, including a minimum of 4 years' investment or insurance sales experience FINRA Series 7, 63 and 65 or 66 licenses Pertinent state Life/Variable Insurance (LAH) licenses **Education and Experience Preferred:** Previous trust/fiduciary product, Financial Planning, Managed Accounts, or insurance experience CFP (Certified Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant) designation M&T Bank is committed to fair, competitive, and market-informed pay for our employees. Compensation for this role is based on commission - a draw will be advanced. The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Buffalo, New York, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include * Develop a high-quality wealth management practice that provides a personalized wealth management strategy. * Enhance and preserve relationships with key partners to boost client introductions and engagement. * Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. * Grow existing relationships through partnership referrals. * Tailor wealth management planning to meet client needs. * Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials * Series 7, 63, 65 (or 66) active and valid. * A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment. * A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. * Demonstrated track record in new business development and client book management. * Proven experience in a team-oriented consumer bank setting. * Familiarity with servicing high-net-worth individuals. * Comfortable operating in a dynamic, entrepreneurial environment. * Bachelor's degree is preferred. Pay Transparency Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit *************************************** We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** Work Schedule * Hours per Week: 40 * Work Schedule: Varies Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. Benefits We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. View Benefits Awards We've Received Age-Friendly Institute's Certified Age-Friendly Employer The Banker's US Bank of the Year Dave Thomas Foundation's Best Adoption-Friendly Workplace Disability:IN Best Places to Work for Disability Inclusion Human Rights Campaign Corporate Equality Index 100 Award

Company:MarshDescription: Marsh is seeking candidates for our open Client Advisor position based in our Boston or NYC office in our FINPRO practice, support Private Equity clients. This is a hybrid role that will be in the office 3x per week. What can you expect: Becoming a member of Marsh's best in class FINPRO team who delivers expert broking & strategy solutions to help manage risk with confidence. In this Client Advisor role, you will develop an understanding of the clients' business strategic priorities, risk strategies and risk management needs to help provide knowledge and advice to complex clients. Helps identify the need for new products and develops innovative solutions for clients. Completes policy management activities and delivery of reviewed policy to client and helps address client inquiries as necessary. Delivers technical expertise in the delivery and presentation of RFP's What's in it for you? Gain exposure to key stakeholders and have the ability to make strong business connections. An opportunity for long term growth within a dynamic and growing business unit. Ability to make an immediate impact to support our book of business and growth of the organization. Exceptional benefits, great time off and additional perks that come with working at Marsh. We will count on you to: Independently oversees and manages large or complex accounts and brings the entire team together to formulate the procedure and go to market strategy. Works to maintain a near complete understanding of the clients' business strategic priorities, risk strategies and risk management needs to provide advice accordingly to successfully serve clients. Utilizes expert risk expertise and knowledge of industry and insurance market place to review clients' exposures and loss experience and develop solutions for complex clients' needs, including recommending additional products and services as solutions. True Develops, presents, and oversees the execution of renewal/placement strategies in conjunction with Placement, Advisory Leaders and Client Executives across all zones where product, industry or account criteria dictate. Presents to prospective clients, identifies the need for new products, develops/suggests innovative solutions to client and client team members to gain new clients and projects. Builds and maintains relationships with clients, and ensures that their complex risk management needs are appropriately met. Oversees the production of client deliverables and delivering the final placement to the client to ensure the quality of materials delivered to clients. Engages in independent senior-level client interaction and demonstrates expertise in problem solving, areas of coverage and client relationships. Serves as a thought leader within the Company and maintains an in depth knowledge of changing risk and insurance market conditions. What you need to have: 5+ years industry experience, broker exp. preferred Management Liability experience a must, PEMA experience a plus P&C license a must, or ability to obtain Bachelors' degree preferred What makes you stand out? Ability to build strong relationships and build rapport with internal colleagues, clients and carriers. Self-starter, resourcefulness with the ability to bring solutions and ideas to the firm. Being able to be part of a collaborative team and feel that you can make an immediate impact. Having an interest in how you fit in with achieving the practice's goals and an interest in how to meet those goals. Marsh, a business of Marsh McLennan (NYSE: MMC), is the world's top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.The applicable base salary range for this role is $116,400 to $248,000.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

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.

**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.

At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. We are currently looking for an Investment Banking Associate on our Healthcare Services team in New York, NY, Chicago, IL, San Francisco, CA, Charlotte, NC. Learn more about the team here. Attracting only the very best professionals has been and will continue to be a key element of our success. We are focused on hiring candidates with genuine potential and interest for advancement within our firm. A successful candidate will possess the following characteristics: Minimum 3+ years of investment banking experience Experience with M&A transactions Excellent written and verbal communication skills, including ability to develop internal and external relationships Strong knowledge of accounting and financial modeling Highly motivated, team player with strong attention to detail and an ability to learn in a fast-paced environment As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. We offer in-depth knowledge and industry relationships in our core sectors of chemicals, consumer, diversified industrials & services, energy & power, financial services, healthcare and technology. Learn more about our investment banking team here. Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here. The anticipated starting salary range for individuals expressing interest in this position is $135,000 - $225,000 per year. Placement within this range is dependent upon level of experience. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. *LI-AH1

Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective **Job Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: + Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs + Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies + Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies + Source prospective clients and capitalize on referrals + Deliver customized solutions and the full resources of Bank of America Merrill + Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience + Established and portable practice with a minimum of $1MM in production + Experience managing client portfolios and driving growth + Proven relationship building and business development skills Desired Skills: + Bachelor's degree or higher strongly preferred + Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent communication skills, both written and verbal + Highly entrepreneurial **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

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.

Job Description Recent demographic, economic, and global trends have created enormous opportunities for Financial Services Representatives. Financial growth. Personal satisfaction. Opportunity to advance. Control, flexibility and work life blending. This career can offer many benefits, advantages and rewards that many jobs simply cannot provide. At MassMutual New York State, we are a team of dedicated, passionate professionals, committed to making a positive difference in the lives of others, while pursuing a profession that will provide financial growth, personal satisfaction, work life blending, a sense of ownership and pride that comes with the opportunity to build a business for yourself, but not by yourself. As we continue in our successful growth, already an established industry leader, we are looking for: · self-motivated, driven and ambitious entrepreneurial individuals who want to seize the opportunity to build a significant, sustainable financial services practice, and · be willing to put in the effort, commitment and work ethic to realize their goals · while achieving this through a greater good, who genuinely want the ability to bring peace of mind and financial security to others. Could this be you? Our local agency offers a unique business model with top leadership combining to have over 175 years of industry experience. · Turnkey marketing programs to help you launch and build your business · Extensive training and ongoing education through a varied curriculum, to include: 1 on 1 sessions, mentors, joint work, specialist advisors, classroom training, online training with MassMutual University, Hoopis Performance Network and ongoing education opportunities through the American College. · Support: locally for all areas of your practice, together with the backing and resources of a Fortune 500 company, and third largest broker dealer. · Benefits* include: subsidized health insurance, 401k with match, cash balance pension plan, new advisor start up incentive based subsidy, competitive compensation, bonuses, monthly allowances. · Access to a wide selection of insurance and investment products, not limited to proprietary products. Additionally, we offer non-MassMutual solutions through Ash Brokerage and Crump platforms. Your Responsibilities Will Include: · building a client base, executing marketing strategies · conducting financial reviews and assessments, designing and implementing financial plans · collaborating with your fellow advisors and support team · learning industry fundamentals and moving into advanced markets and financial concepts · serving clients with care, compassion, and integrity Preferred Skills And Experience People from all walks have life and all ages have become successful financial advisors. So, we are always interested in talking with the individual who can share in our vision and our passion. However, some skills/experience that could prove beneficial for this career: · Bachelor's degree or equivalent work experience · Life and Health Insurance license and/or Series 7 & 66. We will sponsor and subsidize licensing costs · A demonstrated track record of success and a commitment to self-improvement · A sense of accountability, results driven and revenue focused · 3 years plus experience as a full-time sales person preferred but not required · Desire for performance based compensation essential. · Outgoing personality with the ability to develop relationships and strong communication skills · Self-disciplined with ability to work autonomously but still be a team player · A strong network and active in the community · Customer service mentality with a strong code of personal ethics · Stable financial background Competitive compensation with full benefits and new advisor incentive based subsidies, plus bonuses. Additionally, you have the ability to earn recognition trips to great locations around the country and world! **FORTUNE and FORTUNE 500 are registered trademarks of Time Inc. and are used under license. FORTUNE and Time, Inc. are not affiliated with, and do not endorse products or services of MassMutual.

Job Description Our firm is rapidly expanding, and we are looking for a financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today! Compensation: $75,000+ at plan with benefits Responsibilities: Customize financial plans for each client based on potential life changes and changing financial needs Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor Compile each client's financial information to determine financial goals, financial status, cash flow, and financial expectations Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given Qualifications: Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed A Bachelor's degree in business administration, finance, or a related field is required Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required Excellent math skills, relationship skills, communication skills, and customer service skills are crucial Strong interest in financial planning and investment management Excellent interpersonal and communication skills Sales experience or customer service background Willing to study and obtain a Life Insurance license Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus Superior communication, relationship-building, and math skills to establish a strong foundation of customer service for all clients Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools is desired A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.

Corporate Access Analyst, Healthcare Corporate Access Events The Analyst, Corporate Access - Events role will support the planning, coordination, and execution of high-impact events, thematic forums, investor trips, and bespoke gatherings within the Corporate Access. This role is essential in ensuring operational excellence and a seamless experience for corporate executives, investors, and all internal stakeholders. The Analyst will manage logistics, track project plans, prepare materials, coordinate registration and meeting schedules, and support onsite event execution. Core Responsibilities Event Planning & Coordination Support planning and execution of conferences, sector thematic programs, field trips, and various bespoke programs. Assist with agendas, attendee lists, materials, and internal documents. Maintain event plans, timelines, and production schedules. Assist with marketing material creation, registration, schedules, attendee communications, and assist with all coordination between vendors, venues, and internal stakeholders. Act as a professional representative of the Corporate Access team onsite. Update CRM data systems with attendance and meeting details, maintaining accuracy in all data-entry and reporting tasks. Support post-event reporting and marketing documentation. Collaborate with Research, Sales, and Banking, and other internal teams helping support and prepare communication workflows and internal updates. Skills & Experience Bachelor's degree preferred; 0-2 years of experience in events, operations, financial services, or similar roles. Strong organizational and project-management skills with the ability to manage multiple tasks. Attention to detail and strong written and verbal communication skills. Ability to work with Microsoft, CRM systems and event platforms preferred. Professional, polished presence with a proactive and client-service-oriented mindset. Ability to work early mornings, evenings, and travel for events. Salary Annual base salary of $80,000. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ****************************************** or ************. Guggenheim Securities, LLC (“GS”) does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.

Fiscal Year 2025-2026 Position Title Financial Analyst, Department of Medicine Classification Title Senior Staff Assistant Department Medicine Posting Number P250192 Posting Link ********************************************* Employer State Position Type Professional Appointment Term Term Salary Grade SL3 Posting Detail Information Position Summary In this role, you will be an integral member of the Office of the Chair in the Department of Medicine, collaborating to conduct data analysis, reporting, reconciliation, financial transaction processing, and budgeting. The opportunity uniquely exposes you to the academic medical center environment and learning across finance, revenue cycle, research grants, and clinical quality and operations. The ideal candidate will practice strategic thinking, creativity, and attention to detail, enjoy working in a highly collaborative setting, adapt easily to changing tasks, and operate comfortably with a degree of autonomy in their work. Responsibilities include: * Analyze appropriate funding sources and availability of funds for purchase and expenses. * Manage funds and process documentation to allocate distributions for payroll. * Collaborate to assist with the annual budgeting process. * Review and approve expenditures against the approved budget. * Create financial reports. Reconcile monthly financial statements and identify trends in financial and research data. * Prepare multifaceted data analysis for finance, revenue cycle, and productivity metrics at the provider and center level. Adapt analysis to end users. * Present analysis to center leadership. * Respond to routine and complex financial inquiries * Provide financial information for research projects; maintain dashboards, reports and other data sets. Learn more: * Our benefits, where we prioritize your well-being and success to enhance every aspect of your life. * Being a part of the University at Buffalo community. University at Buffalo is an affirmative action/equal opportunity employer and, in keeping with our commitment, welcomes all to apply including veterans and individuals with disabilities. Minimum Qualifications * Bachelor's and 2 years of experience Preferred Qualifications * 5 or more years of related experience * Financial or data analysis experience in a healthcare or research setting. * Familiarity with utilizing Microsoft Excel to build reports, analyze, and visualize data from a variety of data sources. Power BI. Physical Demands Salary Range $57,151 - $60,000 Additional Salary Information Job Type Full-Time Campus As Assigned Posting Alerts Special Instructions Summary Additional Information Is a background check required for this posting? No Background Check Notification Contact Information Contact's Name Ariel Burden Contact's Pronouns Contact's Title Staff Assistant Contact's Email ******************** Contact's Phone ************ Posting Dates Posted 08/19/2025 Deadline for Internal Applicants 09/02/2025 Deadline for External Applicants Open Until Filled Date to be filled References Number of References Required 3 Reference Cutoff Date Instructions to Applicant

Collaborate with Innovative 3Mers Around the World Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers. This position provides an opportunity to transition from other private, public, government or military experience to a 3M career. The Impact You'll Make in this Role As a Plant Financial Analyst for the United States and Canada (USAC), you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by: * Serving as the financial business partner for CBG plants * Supporting plant and business teams through annual operating plan, monthly forecasting, and review processes * Influencing strategies, priorities, and resource allocation decisions for the business * Collaborating with cross-functional business team members to assess the impact, prioritize, and implement initiatives to help the organization meet its financial and operational goals * Ensuring compliance with 3M's Global Financial Standards Your Skills and Expertise To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications: * Bachelor's degree or higher in Finance or Accounting (completed and verified prior to start). Additional qualifications that could help you succeed even further in this role include: * Three (3) years of finance and accounting experience in a private, public, government, or military environment * Excellent influencing, written, and verbal communication skills * Experience leading others and contributing on cross-functional teams * Excellent organizational skills Work location: This role follows on-site workijng model, requireing the employee to work at least four days a week at the 3M Center in Maplewood, MN, Hutchinson, MN, Tonawanda, NY; Cynthiana, KY; and Perth, Canada Travel: May include up to 10% domestic Relocation Assistance: Not Authorized Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status). Supporting Your Well-being 3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope. Chat with Max For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting Applicable to US Applicants Only: The expected compensation range for this position is $96,558.00 - $118,014.60, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: *************************************************************** All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M. Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M. Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties. Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement. Pay & Benefits Overview: https://**********/3M/en_US/careers-us/working-at-3m/benefits/ 3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law. Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly. 3M Global Terms of Use and Privacy Statement Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms. Please access the linked document by clicking here, select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.

Join a Best-Managed Employer as a Sr. Trade Analyst At GHY, we don't just move goods across borders - we move possibilities forward. As a “Best-Managed” Employer, we're proud to be a family-led organization where people genuinely care about their work, their clients, and one another. For over a century, we've been helping importers and exporters trade confidently in global markets. With offices across Canada and the United States - including Toronto, Emerson, Winnipeg, Calgary, Vancouver, North Dakota, and South Carolina - GHY continues to grow through integrity, innovation, and care. Why You'll Love Working Here: We CARE: Our values guide everything we do - Clients are our focus, Associates matter, Relentlessly serving traders, Excellence and innovation in all we do. Work-Life Balance: Flexibility and connection matter. Our Giveback Committee, Social Committee, and Cultural Ambassadors keep our teams supported, engaged, and inspired. Competitive Compensation: Fair pay through scheduled salary assessments and a performance-based bonus program. Excellent Benefits: Comprehensive, subsidized health, dental, vision, short- and long-term disability, and life & AD&D coverage. Growth & Development: Access to our internal university, leadership development program About the Role Are you a seasoned trade compliance professional with a passion for customs regulations and client consulting? Reporting to the Director of US Trade Services, you'll serve as a subject matter expert, mentor colleagues, and provide strategic guidance to clients on complex trade matters. What You'll Do Advise clients on tariff classification, valuation, country of origin, and free trade agreement qualification, and draft CBP Binding Ruling Requests. Support compliance activities including verifications, post-entry corrections, and coordination with CBP and Partner Government Agencies. Prepare scope of work proposals, identify client risks and refund opportunities, and assist with duty drawback coordination. Compile customs documentation, manage post-entry filings, and maintain logs for refunds, CBP requests, and entry status. Research and resolve supplemental duty bills and penalties, and generate reports to support trade operations. Contribute to business development by creating trade-related presentation content and participating in team huddles and process improvements. What You Bring Skills & Competencies: Strong attention to detail and organizational skills Self-motivated with the ability to manage deadlines and heavy workloads Excellent verbal and written communication skills Ability to represent GHY professionally with clients, colleagues, and CBP Advanced knowledge of: Tariff classification and Explanatory Notes U.S. Customs regulations (19 CFR) Valuation rules and country of origin determinations Proficiency in: Executing customs entries for all transportation modes ACE functionality and brokerage software Microsoft Excel and the full Microsoft Office Suite Experience & Education Minimum 10 years of experience in the customs industry Certified Customs Specialist (CCS) designation U.S. Customs Broker License Working Conditions Minimal supervision required Primarily desk-based (90%) with occasional standing or travel (5% each) 📍 Location: Remote- must be able to travel to Pembina, ND office for training 🕒 Hours: Monday-Friday, 8:30 AM - 5:00 PM CST (40 hours/week) 📅 Holidays: One statutory holiday per year will be required to be worked Why GHY? At GHY, we're committed to building a culture of collaboration, growth, and excellence. You'll join a team that values expertise, supports professional development, and works together to deliver exceptional service to our clients. Ready to take the next step in your trade services career? Apply now and help shape the future of global trade with GHY.

Ready for more than just a job? Build a career with purpose. At Lactalis in the USA, we're committed to providing meaningful opportunities for our people to learn, grow, and thrive-whether you're just starting your journey with us or looking to take the next step in your career. From day one, we offer the tools and support to help you succeed. As the world leader in dairy, Lactalis is a family-owned company with over 85,000 pragmatic and ambitious professionals across the globe. Each day, we're proud to produce award-winning dairy products that bring people together. In the US, we proudly offer an unrivaled house of beloved brands, including Galbani Italian cheeses and ricotta, Président specialty cheeses and butters, Kraft natural and grated cheeses, Breakstone's cottage cheese, Cracker Barrel , Black Diamond cheddar, and Parmalat milk. Our yogurt portfolio includes siggi's , Stonyfield Organic , Brown Cow™, Oui , Yoplait , Go-Gurt , :ratio , Green Mountain Creamery , and Mountain High , along with a growing family of ethnic favorites like Karoun , Gopi , and Arz . At Lactalis, we live by our core values-Ambition, Engagement, and Simplicity. We foster a workplace where innovation thrives, diverse perspectives are celebrated, and everyone's unique background and ideas are valued. Even if you don't meet every qualification, we encourage you to apply. We want to hear about your PASSION, your STORY, and how your EXPERTISE can help us shape the future of dairy. From your PASSION to ours Lactalis American Group, part of the Lactalis family of companies, is currently hiring a Logistics Financial Specialist based in Buffalo, NY. As a Logistics Financial Accountant Analyst, the role will carry out responsibilities such as but not limited to analyzing and reporting on freight financials and facilitating freight invoice payments . The role includes Analysis, Reporting, Research, Reconciliations, Communication, and Systems Management. Additionally, the Logistics Financial Analyst will collaborate with Transportation Management, Controllership, 3rd Party Logistics Providers, Management Control, and Company Leadership to align duties with the company's goals and values. From your EXPERTISE to ours Key responsibilities for this position include: · Analyze Freight Financials and Freight Budgets · Assess Market Trends and Financial Reports for Analysis · Coordinate Meetings with Carriers & 3rd Party Logistics Providers as Needed · Create Variance Analysis on Freight Financials, and other Logistics Financial Cost Centers · Design Analysis Templates and other Key Performance Indicators · Develop SOPs and Process Documentation as Required · Facilitate the Payment of Freight Invoices · Implement Changes Directed by Manager and Leadership · Lead Meetings as Needed · Manage Systems Such as Transportation Management Systems, Financial Costing Systems, and Other Relevant Systems · Monitor Email, and Other Forms of Electronic Communication · Organize Daily and Weekly Activities to Meet Deadlines · Prepare Ad-Hoc Reports and Analysis as Needed · Report on Freight Variances and Budgetary Items · Resolve Issues in Freight Payables · Review Systems for Data Accuracy and Completeness · Train other Team Members on Relevant Processes as Needed · Update Manager, Accounting, and Leadership as Needed WORK CONDITIONS · Travel may be required occasionally. · Extended hours may be necessary depending on the project needs. · To fulfill these responsibilities, tools such as a computer, phone or, and / or allowance(s) will be provided. · Reasonable accommodations may be made to enable individuals with disabilities to perform these essential duties and responsibilities. · This position requires physical presence in the office, in accordance with the guidelines of the Hybrid Work Policy. · Demonstrate commitment to a safe working environment that promotes the health and well-being of all employees and that will further contribute to the Company's overall performance and success. Requirements From your STORY to ours Qualified applicants will contribute the following: Education & Experience · Bachelor's degree is required. · A major in Finance, Supply Chain, or Accounting is preferred. · 2+ years of relevant experience is preferred. Skills / Abilities / Specialized Knowledge · Knowledge of Freight/Logistics Financials is required. · Understanding of Freight Invoicing and Payables are required. BEHAVIORAL COMPETENCIES Ambition · Performance: Challenging yourself and others in order to work efficiently and to deliver required business results. · Continuous Improvement: Looking for ways to continuously improve quality, efficiency/effectiveness of the Group performance. · People Development: Identify areas for developing oneself and the others. Engagement · Entrepreneurship: Manage the business as if it were theirs. · Loyalty: Support positively and protect the Company. · Tenacity: Overcome the obstacles. Accountability · Stand by one's commitment, · Deliver the results in a transparent manner With Simplicity · Accessibility: Ensure relationships based on accessibility, modesty, and · proximity. · Pragmatism: Work in a practical and effective manner (with common sense). · Transparency: Act and communicate with clarity and transparency. LEADERSHIP COMPETENCIES Care · We create a safe and trusting working environment. · We foster a culture of listening and mutual feedback. · We unlock potential and enable people to play to their strengths. · We take responsibility for our impact on the environment and our stakeholders. Share · We work and win as a team. · We respect local cultures and are open to new ideas and ways of working. · We share our learnings and best practices across the group. · We are proud Lactalis ambassadors, any time, any place. Dare · We take initiatives and learn from experience. · We challenge the status quo and ensure continuous improvement. · We lead innovation by being curious, flexible and open-minded. · We act as intrapreneurs. Inspire · We live our vision and our values in an authentic way. · We lead by example. · We walk the talk. · We live our passion and motivation to strive for more and better. Physical demands The Physical Demands described here are representative of those that must be met by an employee to successfully perform the Essential Duties and Responsibilities of this job. Office: While performing the duties of this job, the employee may be regularly required to stand, sit, talk, hear, reach, stoop, kneel, and use hands and fingers to operate a computer, telephone, and keyboard. This is largely a sedentary role sitting at a computer for an extended period; However, this would require the ability to move around within an office environment and bend or stand as necessary and to move about inside the office to access file cabinets, office machinery, etc. Regularly communicates with others both verbally and in writing to convey information. Air travel required when active participation in meetings outside the office are deemed necessary. WORK ENVIRONMENT The Work Environment characteristics described here are representative of those an employee encounters while performing the Essential Functions and Responsibilities of this job. Office: This job operates in a professional office environment with moderate noise and distractions in an open office environment. This role routinely uses standard office equipment such as computers, phones, copiers, and fax machines. This job requires interaction with others on a regularly basis. At Lactalis, we offer a comprehensive Total Rewards Program with a variety of affordable benefits and coverage options. We support insurance costs significantly, contribute generously to retirement plans, and offer Paid Time Off from day one. We are committed to your professional growth, providing training and development opportunities, including Education Reimbursement. Join us and grow your career. Salary Description $65,000.00-$75,000.00

Artech is the #1 ranked IT Staffing Company in the US owned my woman (MWBE), according to Staffing Industry Analysts' 2016 annual report. Artech provides technical expertise to fill gaps in clients' immediate skill-sets availability, deliver emerging technology skill-sets, refresh existing skill base, allow for flexibility in project planning and execution phases, and provide budgeting/financial flexibility by offering contingent labor as a variable cost. Job Description Title: Finance Analyst - L3 Location: Buffalo, NY Duration: Minimum 12 Months Client: Largest Pharmaceutical company in the USA. Decision support and simplification: • Provide expert advice to customer groups by proactively identifying opportunities and raising challenges to meet business objectives and mitigate risks • Create nonstandard financial analysis and present trends • Provide financial analysis as requested • Work with Shared Management Accounting Services to ensure successful month end processes and reporting • Support Sr. Finance Partner in development and implementation of standard costing model for annual standard cost setting of products to commercial, and generation of standard costs for NPI products • Provide analytical support on an as needed basis to strategic activities such as business development (Value Engineering improvements), business evaluation proposals etc. • Execute post-acquisition integration activities (e.g., GPS savings tracking, capital cost- savings project tracking) Financial management and governance: • Manage financial management activities for Oak Hill site in support of delivering business strategies and maintaining strong financial governance • Accountable for risk identification and management for strong financial governance • Review management accounts (actual, forecasts, budgets) to assist senior embedded business finance support in signing off on income statement and balance sheet • Develop close working relationships with functional departments to ensure good financial understanding, control and identification of cost saving opportunities • Assist in the management of corporate approvals (e.g., compliance with corporate development and ABAC requirements) Qualifications Influence and relationship building: • Assist in the management of financial activities / issues for external business partnerships (e.g., third-party supplier, outsourcing partner, etc.) • Educate customer groups on financial aspects of business decisions and resource allocations. Professional qualification (e.g., CPA, MBA, Financial Accounting or Business degree) Business / Accounting Qualification: • Experience working in business / functional unit • Experience working in commercial P&L environment • Demonstrated business skills executed with integrity and independent judgment • Ability to effectively use negotiation and conflict resolution skills • Experience working with client groups with ability to influence and challenge stakeholders at various levels • Understanding of underlying business drivers • Proficient financial knowledge of modeling, analysis, evaluation, and forecasting • Experience working in cross-functional teams and across a matrixed environment • Good interpersonal skills demonstrated by creation of a network of key partners within Finance and the business and the ability to bridge communications gap between finance and non-finance • Understanding of systems and processes as they affect the financial results (JDE, Prism, DCS, etc.) • Excellent computer skills including Excel, Word, PowerPoint Additional Information If you have any questions releated to this Job feel free to reach me @ ************ Best Regards Pramod Galande:)