Finance advisor jobs in Hawaii

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: * We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. * We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. * We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. * We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who You'll Work With Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. About the Role Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. Responsibilities * You will meet with existing and prospective clients to plan their financial future. * Utilize our company-provided technology and tools to improve your operation. * You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. * Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. To help you get started, we offer you the resources needed to create your own success: * Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match * Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools * Company-paid E&O, licensing fees, continuing education and compliance support Skills and Qualifications * High school diploma or GED * Ideally, you have 2+ years of experience working as a Financial Advisor. * A proven and successful sales track record. * You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66. * You also have an active state variable life and health license. Work Location * This position is currently designated as remote. Estimated Travel * May include up to 25% travel. This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: * Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. * Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. * Employee Assistance Program: Confidential counseling services and resources are available to all employees. * Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. * Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. * Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Functional Area: SC - Sales Commission Estimated Travel Percentage (%): Up to 50% Relocation Provided: No The Variable Annuity Life Insurance Company

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who You'll Work With Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. About the Role Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. Responsibilities You will meet with existing and prospective clients to plan their financial future. Utilize our company-provided technology and tools to improve your operation. You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. To help you get started, we offer you the resources needed to create your own success: Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support Skills and Qualifications High school diploma or GED Ideally, you have 2+ years of experience working as a Financial Advisor. A proven and successful sales track record. You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66. You also have an active state variable life and health license. Work Location This position is currently designated as remote. Estimated Travel May include up to 25% travel. This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. Employee Assistance Program: Confidential counseling services and resources are available to all employees. Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): Up to 50%Relocation Provided: NoThe Variable Annuity Life Insurance Company

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.

**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Perform monthly/quarterly responsibilities related to Medical Rebates and GPO Admin Fees calculation and payout transactions + Calculation of rebates for accruals and payouts + Preparing audit packages and submit for approval + Work with offshore team to facilitate data processing requests associated with corresponding rebate payouts + Provide detailed reporting for completed payouts + Validating GPO Admin fee data for monthly payouts + Own and manage any Admin Fee escalations to resolution + Aid in oversight, and accountability to ensure Rebates and Admin Fees are paid timely and completely + Respond to direct inquiries pertaining to rebates and admin fees coming from both internal and external stakeholders + Assist in Month-End Reconciliations and ensure accruals accurately reflect the contract and have relevant P&L impacts + Maintain and enhance SOX internal control structure + Help support current payout and reporting requests and processes + Work with manager on more complicated customer and transaction activities + Collaboration between across the organization to properly account for transactions, including but not limited to Sales, Legal, Finance, Pricing, Accounting and Contracting **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting, preferred + Strong experience with Microsoft Excel and can use common formulas (e.g., VLOOKUP) + Knowledge with SAP, Vistex, Legal Contracts, and GAAP standards a plus **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 01/02/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#LI-SP 1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

Under the direction of the Manager, this position provides clients with various investment related guidance, support, and services. Assists with all of the business unit's compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited Anti-Money Laundering laws and regulations, including regulatory and internal compliance policies and procedures related to the investment adviser business activities under the Investment Advisers Act of 1940 and related securities laws and regulations, Fair Banking, Bank Secrecy Act and USA PATRIOT Act. In addition, this position is responsible for conducting sales and relationship management activities in accord with Bank of Hawaii (BOH) and the firm's guidelines, policies, procedures, disciplines and behaviors. Applications submitted will be added to a pool of candidates that will be considered for current or future opportunities.

Job Description The Senior Financial Advisor is responsible for building and maintaining strong relationships with providing professional investment advice and direction to Credit Union membership and staff. They will actively seek opportunities to increase income through proactive and effective advisement of investment and insurance products. ESSENTIAL DUTIES AND RESPONSIBILITIES Develops and maintains long-term relationships based on trust and respect for members and employees. Provides professional direction for members and employees through financial profiling, including risk profiling, and asset allocation. Identifies and evaluates member and employee needs for alternative financial products that are offered through Investment and Insurance Services (IIS). Provides regular training and feedback to branches, departments, and identified Credit Union executives regarding products, sales, marketing and business practices. Works with Branch Managers and other department managers to identify and leverage cross-sell opportunities. Develops and implements individual marketing/ business plans in alignment with Investment and Insurance sales and other goals. Provides those services and products that respond to member or employee needs in alignment with the mission of the Credit Union. Addresses and solves business-related challenges as needed. Performs other duties as assigned. MINIMUM REQUIREMENTS Bachelor's degree in business administration, finance, or similar preferred FINRA Series 63 and 65 or 66 license(s) FINRA Series 7 Hawaii Life and Health Insurance licenses SKILLS AND EXPERIENCE Three years' experience in the financial services industry. Demonstrated experience in investment services required. Demonstrated excellent oral and written communication skills required. Able to work both independently and cohesively with others, fosters team environment. Able to handle all confidential matters professionally, always maintaining the privacy of our member's account information. MINIMUM PHYSICAL REQUIREMENTS Frequent travel between branches Frequent prolonged meetings with members We'll make reasonable accommodations for qualified applicants and employees with disabilities. BENEFITS & PAY The expected starting pay for the Senior Financial Advisor is $48,000 plus applicable eligible commissions. We cover 100% of employees' single medical, drug, vision, and dental monthly health insurance premiums. Employees also love receiving paid volunteer time, our pay it forward program, and matching their charitable donations up to $250 per year per employee. Tuition assistance for higher education is another special way we invest in our workforce. Benefits include, Paid Time Off and 11 Paid Holidays, 401(k) and 3% Employer Contribution, Health insurance, Vision insurance, Dental insurance, 401(k), Prescription drug insurance, Life insurance, Flexible spending account, Disability insurance, Opportunities for advancement, Employee assistance program, Referral program, Retirement plan, Employee discount, Paid training, Professional development assistance, AD&D insurance, Credit union membership, Paid orientation, and more. Make a difference one life at a time!

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.

Job Description We are only accepting applicants located in Hawaii, unless you plan to relocate to Hawaii. All other applicants will not be considered. As a Financial Services Representative, you will play a key role in helping individuals and businesses manage their financial resources, achieve their financial goals, and secure their financial future. You will provide expert financial guidance and offer a range of financial services to clients. Job Type: Full-time Benefits: 401(k) Dental insurance Financial planning services Flexible schedule Health insurance Paid time off Paid training Retirement plan Compensation: $95,000 - $125,000 yearly Responsibilities: Conduct comprehensive financial analyses for clients to assess their current financial status and develop personalized financial plans Offer guidance on various financial products and services such as investments, insurance, retirement planning, and estate planning Assist clients in understanding complex financial concepts and help them make informed decisions regarding their finances Build and maintain strong client relationships through regular communication and reviews of financial plans Stay updated on industry trends, regulations, and best practices to provide clients with accurate and relevant advice Qualifications: We are only accepting applicants located in Hawaii, unless you plan to relocate to Hawaii. All other applicants will not be considered Prior experience in sales or financial services is preferred, but NOT required Knowledge of estate planning, tax laws, corporate accounting, securities law, wills, trusts, estate law, financial planning, financial concepts, and wealth management is beneficial Strong analytical skills with the ability to interpret complex financial information Excellent communication and interpersonal skills to effectively interact with clients Bachelor's degree is desirable About Company Join a Legacy of Service in Hawaii - 145 Years Strong For over 145 years, we've proudly served the State of Hawaii, empowering individuals, families, and communities to achieve financial security and peace of mind. As a Fortune 100 company with the highest financial strength ratings of any U.S. insurer, we offer the stability and resources you need to build a meaningful and successful career. We're seeking purpose-driven, enterprising professionals who are passionate about making a difference in their local community. With our industry-leading training programs and unwavering commitment to your growth, you'll have the support and tools necessary to thrive in a dynamic financial services career. Make an impact. Build your future. Serve your community.

Salary range: $30,000 + commission Provide professional investment and life insurance advice including comprehensive financial planning to the wealth management, commercial and small business markets; developing new business relationships in those markets; and enhancing the Central Pacific's employees' overall knowledge of these products in accordance with the bank's strategic business plans. Performs all duties and interacts with internal and external customers in a manner that is expressly aligned with the Company's Core Values of approaching all actions with a "Voyaging Spirit" and being "Positively Ohana". Exhibits core competencies that result in consistent delivery of positive Customer Interactions, Empowerment and Ownership and demonstrates key professional and performance skills such as Active Listening, effective Oral and Written Communication, Action and Solution Oriented and Thoroughness. Primary Accountabilities: Team Focused Leadership: * Participate in Bank sponsored internal/external events. * Participate in Bank sponsored focus groups, initiatives, campaigns (lead or actively participate). Financial Results and Efficiencies: * Production: Achieve budgeted amount of fee income based upon territory size, number of years of experience, and industry averages. * Help business partners achieve their Investment Service fee income goals. * Budget Goals: Help maintain expenses within approved budgets and support WA's towards fee income goals. * Efficiency: Complete required and requested reports on time and accurately. Relationship Banking: * Actively seek opportunities to help prospects and customers and strengthen relationships through introductions and referrals to Wealth Management, Commercial & Consumer Divisions. * Demonstrate core values (TIES) teamwork, integrity, exceptional service by recognizing and being recognized by internal/external clients. * Maintain internal service standards. Risk Management/Compliance: * Responsible for following internal procedures to achieve satisfactory internal, LPL, FDIC audits. * Comply in a timely manner with all compliance requests. * Keep abreast of regulatory and industry developments. * Adhere to Bank policies and procedures. Personal/Professional Development: * Attend required and elective training and workshops. * Participate in a non-profit organization. * Participate in professional group/organization. * Obtain industry designations to broaden product/service skillset for financial planning, insurance and fee based platforms. Minimum Qualifications: Education: * Bachelor's Degree in Business, or equivalent knowledge required. Experience: * 3+ years of experience as a Wealth Advisor in the sales and delivery of financial planning, personal investment and insurance products required. * Experience in a financial institution preferred. Licenses and Certifications: * State of Hawaii Life, Health and Disability Insurance * Producer (Agent Preferred) License * Fully Licensed in FINRA including Series 7, 63, 65 or 66 Physical Requirements & Working Conditions: * Must be able to perform light physical work and to move or lift items including but not limited to boxes, files and papers up to 20 pounds unless otherwise as indicated. * Must be able to operate and proficiently use standard office equipment, including phone, copier, personal computer and/or other work related mechanical or electronic devices and applications. * Must be able to clearly communicate verbally and in writing with all internal and external customers. Must also be able to hear sufficiently to engage in daily discussions and interactions. * Must be able to read and understand bank-related documents. * Must be able to work in a conventional office setting, involving sitting at a desk or workstation for long periods of time. Must also be able to adapt to different work environments as needed to perform the job. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

RE-ADVERTISEMENT Title: Financial Aid Specialist 0079882 Hiring Unit: Financial Aid Salary:salary schedules and placement information Monthly Type: 11 Month Full Time/Part Time: Full Time Temporary/Permanent: Permanent Other Conditions: Full time, 11-month, general funds, to begin approximately November 2025, pending position clearance, availability of funds, and actual staffing requirements. Renewal of appointment contingent on satisfactory performance and availability of funds. Position may be converted from 9 to 11 months or 11 to 9 months based on operational needs. Duties & Responsibilities * Responsible for intake: assist both current and prospective students with financial aid questions at front counter * Use critical analysis skills and Banner to resolve discrepancies with financial aid eligibility * Conducts outreach services to high schools, college explorations/orientations, community/civic groups, and affiliated learning institutions to promote financial aid and higher education, with special emphasis on Native Hawaiian serving organizations. * Counsel prospective and current students on financial aid and scholarship resources in person and via telephone * Run regularly scheduled reports through the Student Information System (Banner) to monitor disbursement activity and potential over awards. Review and troubleshoot to ensure that awards have been properly disbursed and adjust awards if necessary * Verify financial aid eligibility based on federal and state regulations; and monitor satisfactory academic progress * Assist in monitoring budgets and expenditures. * Process administrative tasks related to travel, purchasing, and office operations * Participate in outreach activities/functions (i.e., financial aid workshops, orientation) that are scheduled during nights and/or other duties as assigned. * Other duties as assigned Minimum Qualifications Education and Professional Work Experience * Possession of a baccalaureate degree in Education, Business, Communication, Public Administration, Social Science or related field, and 1 year(s) of progressively responsible professional experience with responsibilities for customer service; or any equivalent combination of education and/or professional work experience which provides the required education, knowledge, skills, and abilities as indicated. Knowledge, Skills, and Abilities * Functional knowledge of principles, practices and techniques in the area of organization, time management, customer service and/or in person counseling demonstrated by knowledge, understanding and ability to apply concepts, terminology. * Functional knowledge and understanding of principles, theories, federal and state laws, rules, regulations and systems associated with business and customer service. * Demonstrated ability to recognize problems, identify possible causes and resolve the full range problems that may commonly occur in the area of in person counseling. * Demonstrated ability to understand oral and written documentation, write reports and procedures, and communicate effectively in a variety of situations. * Demonstrated ability to establish and maintain effective working relationships with internal and external organizations, groups, team members and individuals. * Demonstrated ability to operate a personal computer, apply word processing software. Supplemental Minimum Qualifications * Experience in disseminating information to small and large groups. * Some knowledge of the principles and practices of modern office management. Desirable Qualifications * Familiarity with the mission and values of the college. * Experience in working with a computerized student information system, preferably Banner. * Experience in working with high school students. * Demonstrated proficiency in Microsoft Office programs. * Experience in working with disadvantaged or minority groups. Application Submission Click on the "Apply" button on the top right corner of the screen to complete an application and attach the following required documents. 1) Graduate and undergraduate transcript(s) showing degree and coursework to date appropriate to the position (Copies of transcripts are acceptable; however, original official transcripts will be required at the time of hire. Academic record/grade summaries will NOT be accepted. Diplomas and copies will NOT be accepted.) Transcripts issued from an institution outside the United States of America require a course-by-course analysis with an equivalency statement from an agency having membership with the National Association of Credential Evaluation Services, Inc., verifying the degree equivalency to that of an accredited institution within the USA. Expense of the evaluation shall be borne by the applicant. 2) Cover letter including statement outlining how you meet the minimum and desirable qualifications of the position 3) Names and contact information (including e-mail address) of at least 3 professional references 4) Resume All minimum qualifications must be met by the effective date of appointment. Separate documents and application materials must be submitted for each position. Late or incomplete applications will not be considered. Please REDACT references to social security numbers and birth date on submitted documents. All requested documents/information become the property of Kaua'i Community College and will not be returned. Letters of recommendation may be requested at a later time in the search process. Note: If you have not applied for a position before using NEOGOV, you will need to create an account. Inquiries: ************** EEO, Clery Act, ADA The University of Hawai'i is an Equal Opportunity Institution and is committed to a policy of nondiscrimination in employment, including on the basis of veteran and disability status. For more information, visit: ******************************************** Employment is contingent on satisfying employment eligibility verification requirements of the Immigration Reform and Control Act of 1986; reference checks of previous employers; and for certain positions, criminal history record checks. In accordance with the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, annual campus crime statistics for the University of Hawai'i may be viewed at:***************************************************** or a paper copy may be obtained upon request from the respective UH Campus Security or Administrative Services Office. In accordance with Article 10 of the unit 08 collective bargaining agreement, bargaining unit members receive priority consideration for APT job vacancies. As a result, external or non BU 08 applicants may not be considered for some APT vacancies. BU 08 members with re-employment rights or priority status are responsible for informing the hiring unit of their status. Accommodation Request: The University of Hawai'i complies with the provisions of the Americans with Disabilities Act (ADA). Applicants requiring a reasonable accommodation for any part of the application and hiring process should contact the EEO coordinator directly. Determination on requests for reasonable accommodation will be made on a case-by-case basis. For further information, please refer to the following link:*********************************************************

Amentum is a global leader in advanced engineering and innovative technology solutions, trusted by the United States and its allies to address their most significant and complex challenges in science, security and sustainability. Our people apply undaunted curiosity, relentless ambition and boundless imagination to challenge convention and drive progress. Our commitments are underpinned by the belief that safety, inclusion and well-being are integral to success. Headquartered in Chantilly, Virginia, we have more than 53,000 employees in approximately 80 countries across all 7 continents. Are you ready to take on a role at the forefront of global security? We're seeking dedicated professional to join our team supporting U.S. and allied government efforts to disrupt threat networks through counter threat finance operations. In this fast-paced and high-stakes environment, your analytical expertise and strategic thinking will directly contribute to national defense and global stability. As part of our mission-driving program, you'll work alongside experts and government partners to you'll help identify and disrupt illicit financial networks that fund terrorism, counter narcotics operations, organized crime and state-based threats. Whether you're tracking money flows across borders, conducting deep-dive analysis on high-value targets, or briefing senior leaders, your work directly supports operational success and national defense priorities. This isn't just a contract - it's a commitment to global impact. If you thrive in complex environments, are passionate about global security, and are ready to be part of a critical national mission - we want you on our team! Responsibilities: * Support Threat Finance Intelligence (TFI) analysis and facilitate Intel Agencies other DoD CTF activities throughout the Customer AOR. Support law enforcement agencies in ways that also support the Intel Customer and DoD priorities. * Work with multiple USG law enforcement agencies and U.S. military organizations. * Provide intelligence analysis services pursuant to 10 U.S.C. 284 and to Section 1022 of the NDAA for FY 2004, as amended. * Provide CTF/TFI analysis that contributes to DoD strategic, operational, and tactical support to law enforcement agencies. Analysts may contribute to the development of theater wide TFI analytical products to support CTF activities. * Provide CTF/TFI analysis to enable identifying, detecting, and providing targeting and interdiction recommendations for CD/CTOC/CT activities. This support may include research and analysis of AOR issues relevant to strategic effects planning. * Provide support to the planning, organizing, and coordinating of CTF activities in respective CCMD AORs/AOIs, and in support of other DoD Components' efforts to support law enforcement agencies. Support DoD CTF program reporting requirements by drafting correspondence and briefings for DoD and for USG law enforcement agency personnel. * Monitor and provide CTF/TFI-related advice on finance-oriented assessments that contribute to DoD's support to law enforcement agencies' development of case files, evidentiary material, and designation packages, to include actionable intelligence. Analyze, develop courses of action, and provide specific operational alternatives to DoD Component leadership, in support of DoD's responses to law enforcement agencies' requests. * Provide briefings to DoD Component leadership and provide analytical products to support DoD briefings to law enforcement agency personnel. * Assist in the development of TFI analysis-derived action plans, papers, reports, and target packages described below, as required: * Action Plans: Narrative and/or briefing products that may include the following: * (1) descriptions of strategic, operational, and/or tactical objectives against an adversary's financial network * (2) lists of interagency operations, activities, and actions (OAAs) to be pursued to support an objective * (3) lists of interagency intelligence analysis activities that may help illuminate an adversary's financial vulnerabilities * (4) lists of interagency OAAs that can synchronize with military operations to increase impact against an adversary network * Papers: Narrative products that highlight: * (1) an adversary's financial network (e.g., financial assets, methods of storage, processes for financial transfer) * (2) the vulnerabilities in an adversary's financial network, and interagency capabilities that can exploit those vulnerabilities * Reports: Narrative and/or briefing products that provide updates to OAAs; describe lessons learned from OAAs; and summarize ongoing OAAs or intelligence analysis support * Target Packages: Combinations of narrative and/or briefing products that may describe a specific target, the significance of the target to the network in which they operate, the target's centers of gravity and vulnerabilities, the effect on the network if the target's activities are disrupted, and community reporting on the target. (The term "Target Packages" is used in the Law Enforcement sense, such as the target of an investigation.) * Provide program and policy support including, but not limited to: * Provide support for CTF-focused conferences, to include planning, set-up, execution, removal and follow-on support related to conference activities. * Assist in drafting guidance and provide expertise on matters related to implementing DoD CD/CTOC/CTF policy and DoD efforts to support law enforcement agencies' CD/CTOC/CTF/CT-related programs. * Assist in the development of strategic documents, DoD Directives and Instructions, and other DoD policy issuances that affect DoD activities to counter-threat finance challenges to U.S. national security. * Assist DoD's work with the law enforcement and intelligence communities, and with other Federal departments and agencies for the purpose of supporting law enforcement agencies on CTF/CTOC/CD/CT issues. * Analyze highly complex strategic, policy, and program issues, and provide analysis to DoD components as part of DoD's support to law enforcement agencies. * Receive and analyze TFI information disseminated by DoD Components or elements of the Intelligence Community, including Top Secret/Sensitive Compartmented Information (TS/SCI) Requirements: * High School Graduate or G.E.D. with ten (10) years of specialized experience OR Bachelor's/Master's degree and 5 years of specialized experience. * Must have a valid/ active Top Secret/ SCI Government Security Clearance. Note: US Citizenship is required to maintain a Top Secret / SCI Clearance. * Finance-specific analytical experience dealing with identifying / detecting, targeting, and interdicting threat, terrorist, and/or criminal finance activities, and networks. * Experience shall include CTF, and may include human intelligence and signals reporting, criminal and regulatory investigations, cases for designation, and experience with Bank Secrecy Act reporting mechanisms such as Suspicious Activity Reports (SAR). * Be competent in utilizing Specialized Intelligence Analysis tools (i.e., Proton, KaChing, DataXplorer, and Voltron Suite); * Be competent in utilizing Intelligence Report Aggregators/Automated Message Handling System search tools (i.e., TAC, RMT, and NGT, Horizon); * Be competent in utilizing Intelligence Data Visualization Tools (i.e.Google Earth, Palantir, and, Analyst Notebook, Target Cop); * Be proficient in utilizing the Microsoft Office suite applications. * Be proficient in utilizing existing and new analytical tools to effectively exploit raw financial data, business registry, and corporate company data. * Be knowledgeable of interagency threat finance cells; * Be skilled at implementing and utilizing best practices, proper tradecraft and determining relevancy of information disseminated against the standards set forth by the USG; * Possess experience with reviewing, prioritizing, and managing submitted requests. * Understand interagency restrictions and sensitivities on sharing certain types of data, as well as the steps necessary amongst the interagency to share said data. * Understand relevant DoD intelligence and intelligence oversight policies, procedures, and requirements. * Individuals shall be able to show an expert level of skill in working with U.S Government Departments and Agencies (other than DoD) in areas such as policy formulation, acquisition, finance, drug law enforcement, security, policy formulation, and at disrupting and degrading the national security threats posed by drug trafficking, piracy, transnational organized crime, and threat finance networks reasonably related to illicit drug trafficking activities. In all cases, the specialized knowledge and experience shall directly support the technical requirements of this contract. Desired Skills: * Additional certification, such as CAMS (Certified Anti-Money Laundering Specialist) or CFE (Certified Fraud Examiner) is preferred. CONUS and OCONUS Travel may be Required Compensation & Benefits HIRING SALARY RANGE: $127K - $133K (Salary to be determined by the education, experience, knowledge, skills, and abilities of the applicant internal equity, and alignment with market data.) This position includes a competitive benefits package. For more detailed information on our Benefits and what it is like to work for Amentum: please visit our careers site: ********************** Amentum is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, sex, sexual orientation, pregnancy (including pregnancy, childbirth, breastfeeding, or medical conditions related to pregnancy, childbirth, or breastfeeding), age, ancestry, United States military or veteran status, color, religion, creed, marital or domestic partner status, medical condition, genetic information, national origin, citizenship status, low-income status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law. Learn more about your rights under Federal laws and supplemental language at Labor Laws Posters.

Job Posting Title Analyst, Campus Finance Employee Type Regular Recruiting Start Date 10-27-2025 Job Exempt? Yes Recruiting End Date Open Until Filled Aloha mai! Mahalo for your interest in Kamehameha Schools. If you are looking for an opportunity to utilize your skills and talents and grow in your profession, while serving and strengthening our Native Hawaiian community, we would love to have you join our ʻohana! Kamehameha Schools (KS) is seeking an Analyst to join our Campus Finance and Administration team at our Kapalama Campus Head of School Office. We are looking for a motivated and detail-oriented professional who is passionate about supporting the financial integrity of our campus programs and advancing KS's educational mission. This role provides foundational accounting and financial support, ensuring accuracy, compliance, and consistency across student activities, parent associations, and campus operations. The ideal candidate brings strong analytical and organizational skills, with the ability to manage daily financial transactions, support internal controls, and contribute to budgeting and reporting processes. They are a proactive problem-solver who enjoys working collaboratively, partnering with advisors, coaches, and campus staff to ensure transparency and accountability in all financial matters. If you are eager to grow your career in finance while supporting purpose-driven education, we encourage you to apply and become part of the Kamehameha Schools Campus Finance and Administration team. Job Summary Provides foundational accounting and financial support for campus programs (e.g., student activities, budgets, etc.). Ensures consistency, accuracy, and compliance with institutional policies. This role manages daily financial transactions, supports internal controls, and contributes to budgeting and reporting processes. Serves as a liaison to advisors and volunteers, offering guidance on basic financial procedures and supporting the integrity of campus programs accounting through critical thinking and financial acumen. Essential Responsibilities Financial Operations & Internal Controls * Process and record cash receipts, disbursements, and KS Association of Teachers and Parents (ATP) financial transactions. * Prepare and submit financial reports and tax documents in accordance with regulations. * Review and post student activities and other campus program deposits and check requests, resolving discrepancies promptly. * Monitor and manage the department's email inbox, ensuring timely responses and appropriate follow-up. * Utilize company purchasing card for approved club payments, ensuring proper documentation and fund transfers. * Maintain compliance-related documentation (e.g., W-9s, fundraiser numbers). * Manage fundraising systems and processes (e.g., Clover, GO FAN) and ensure adherence to procedures. * Exercise sound independent judgment in resolving transactional and policy issues. * Recommend process improvements to enhance efficiency and strengthen internal controls. * Review and analyze transactions to ensure alignment with KS policies. Financial Planning & Analysis * Support monthly and annual financial closings and maintain fund balance integrity. * Routinely evaluate and analyze programmatic and operational effectiveness and suggest improvements. * Perform reasonability analysis of club financial transactions to ensure alignment with balance sheet values. Budget Management * Assist in preparing and analyzing operating and equipment budgets. * Monitor expenditures and support financial planning aligned with campus priorities. Engagement & Communication * Conduct training sessions and update manuals on basic fundraising policies and procedures. * Collaborate with the Senior Analyst to ensure consistent messaging and procedural clarity. * Serve as a liaison for advisors, coaches, and parents, providing basic policy guidance. * Serve as a primary contact for student activities advisors, treasurers, coaches, and parents, resolving basic financial and policy questions. * Communicate KS, Student Activities, and other campus program policies and procedures to campus stakeholders. * Deliver exceptional customer service to the campus community, promoting responsiveness and professionalism. * Participate in special projects or initiatives as assigned by the Director, Campus Finance & Administration. * Foster a safe and positive work culture that encourages collaboration and continuous improvement. * Build and maintain strong working relationships with internal and external partners. Position Requirements Minimum Qualifications - An equivalent combination of education and experience may be considered for the requirements listed. * Bachelor's degree * Minimum 1 year of relevant experience. * Strong attention to detail and analytical skills, including concise report writing. * Proficiency in MS Office Suite, Google Workspace, and financial systems. * Strategic thinking, problem-solving, and time management abilities. * Excellent communication and interpersonal skills. * Ability to work independently or collaboratively with a high degree of accuracy and confidentiality. * Strong emotional intelligence and ability to build rapport across diverse teams. * Ability to manage multiple assignments and meet deadlines in a dynamic environment. * Flexibility to work varied hours as needed. Preferred Qualifications * Degree in Accounting or related field. * Experience in public accounting or internal audit. * Working knowledge of QuickBooks accounting software. Physical Requirements * Frequently sit, perform desk-based computer tasks and grasp light or fine manipulation, talk or hear. * Occasionally stand and/or walk, write by hand, and lift and/or carry, push and/or pull objects that weigh up to 10 pounds. * Rarely twist, bend, stoop, squat, kneel, crawl, climb, reach or work above shoulder, or grasp forcefully. Working Conditions * This position may involve traveling to various locations, including neighbor islands to conduct business. * Work is conducted in an office/school environment and may require work to be conducted in non-standard workplaces. * Work is typically conducted Monday through Friday at normal business hours but evening and weekend hours are often required to meet goals and objectives. Disclaimer: The above statements are intended to describe the general nature and level of work being performed by incumbents assigned to this job. This is not intended to be an exhaustive list of all the responsibilities, duties and skills required. The incumbent may be expected to perform other duties as assigned. For internal use only: #LI-CAR Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please contact us at *********** or ************ if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment. KS does not accept unauthorized solicitations of candidate referrals from third-party vendors (i.e. Staffing Agencies, Executive Recruitment Firms). Any third-party vendor who has interest in supporting KS's recruiting efforts must be authorized by Human Resources prior to the vendor's candidate applying with KS. Work Year 12 Pay Range 59,900.00 - 82,100.00 Annual Compensation and Benefits Based on the compensation range provided below, salaries are commensurate with job-related experience, skills and competencies, education, internal equity, length of work year, and other organizational needs. At Kamehameha Schools (KS), we recognize that compensation is just one facet of a fulfilling employment experience. Our commitment lies in fostering a positive work environment and equipping employees with the necessary resources to excel every day. Our Total Rewards Program embodies KS's dedication to the physical, mental, and financial well-being of our employee ʻohana. Explore our comprehensive Benefits Summary for more information. Primary Location Kapalama Campus City, State Honolulu, Hawaii Additional Locations

Are you passionate about building enduring client relationships and providing comprehensive financial guidance? Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic individual to join our team in the Honolulu metro area. As a key member, you'll have the opportunity to engage deeply with clients, offering holistic advice across insurance, investment management, and financial planning domains. If you're driven by a commitment to delivering personalized solutions and thrive in a collaborative environment, we invite you to apply and contribute as we empower clients to achieve their financial goals. Our Mission: At Sagient, we believe in the power of enduring relationships and the transformative impact of holistic financial guidance. We're on a mission to redefine the client experience by providing comprehensive advice that goes beyond mere transactions. If you're driven by a desire to forge deep connections, offer strategic insights, and empower individuals to navigate their financial journey with confidence, we want you on our team. Join us in our commitment to fostering lasting partnerships and helping clients achieve their long-term goals by shaping tomorrow's wealth with wisdom and innovation. Career Description: Join our expanding team in Hawaii. As a Sagient financial advisor, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives. You will offer a comprehensive suite of financial products and services from our portfolio, including fee-based financial planning, asset, risk and wealth management. What We Offer: Performance-based compensation, unlimited earning potential Residual income Subsidized health benefits Customized personal business planning Full marketing, prospecting, and technical support Robust technology platform, including customizable CRM software Customized training and mentorship program with established advisors and leadership Ongoing resources and support, with autonomy to run your own practice Opportunity to qualify for trips to world class destinations In-house resources, including New Business Support, CPA's, estate planning attorneys, directors of practice development, and subject-based experts Transitional income possible for qualified candidates Responsibilities: Work closely with clients to identify and achieve their financial goals through personalized investment strategies. Offer a comprehensive suite of financial products and services, ensuring alignment with clients' long-term objectives. Cultivate lasting client relationships built on genuine interest, empathy, and solutions. Prepare and verify financial plans for accuracy, ensuring alignment with clients' long-term objectives. Key Traits We Value: Entrepreneurial Spirit: Embrace risk and reward, crafting tailored success plans. Client-centric: Our clients are our priority; comprehensive advice and planning are fundamental. Relationship-Driven: Develop lasting bonds built on genuine interest, empathy, and solutions. Lifelong Learners: Curiosity drives growth; there's always more to discover in this evolving field. Qualifications: Bachelor's degree Excellent interpersonal skills Securities Licenses (Preferred) Life, Health & Accident Insurance License (Preferred) #LI-MMSG1

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.

Under the direction of the Manager, this position provides clients with various investment related guidance, support, and services. Assists with all of the business unit's compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited Anti-Money Laundering laws and regulations, including regulatory and internal compliance policies and procedures related to the investment adviser business activities under the Investment Advisers Act of 1940 and related securities laws and regulations, Fair Banking, Bank Secrecy Act and USA PATRIOT Act. In addition, this position is responsible for conducting sales and relationship management activities in accord with Bank of Hawaii (BOH) and the firm's guidelines, policies, procedures, disciplines and behaviors. MINIMUM QUALIFICATIONS: 1. Education: Bachelor's degree from accredited institution or equivalent work experience. Possesses Financial Industry Regulatory Authority (FINRA) registration Series 7, Series 63, and Series 65 or 66 licenses and State of Hawaii Department of Insurance Life, Accident and Health license. (Bachelor's degree is required for Certified Financial Planner (CFP) certification.) 2. Experience: Level I: Minimum two years of experience in a brokerage and/or advisory firm to include customer service and sales experience; or equivalent work experience. Avg. historic production level of $200,000 - $500,000. Expert understanding of investment securities and the financial markets. Knowledge of life insurance products, strategies, and financial planning preferred. CFP certification preferred. Level II: Minimum five years of experience in a brokerage and/or advisory firm to include relationship management and direct sales experience or equivalent work experience. Avg. historic production level of $400,000 - $700,000. Expert understanding of investment securities and financial markets. Extremely knowledgeable of life insurance products, strategies and financial planning. CFP certification preferred. Level III: Minimum seven years of experience in a brokerage and/or advisory firm to include relationship management and direct sales experience or equivalent work experience. Avg. historic production level of $600,000 - $1,000,000. Expert understanding of investment securities and financial markets. Extremely knowledgeable of life insurance products, strategies and financial planning. CFP certification strongly preferred. 3. Technical Skills: Proficiency with personal computers in a networked environment and Microsoft applications (Outlook, Word, Excel and Power Point) or similar software. Knowledge of or ability to use Bank software and systems. 4. Other Job Qualifications: Well-developed analytical and problem solving skills. Excellent written, verbal, and presentation skills. Must have the ability to express complex ideas in concise and simple terms. Able to make critical decisions independently. Possesses strong networking and business development skills. Has solid investment knowledge and business acumen. Able to build strong working relationships and partnerships across the organization with a collaborative and consultative approach. Able to work independently as well as function as part of a team. Well organized with the ability to manage time effectively while managing multiple priorities. Able to work flexible hours including holidays, weekends and evenings as needed or assigned. Must be able to provide own transportation or to operate a vehicle with a valid driver's license and commute as required. As a Bank of Hawaii employee, you ensure (or assist with ensuring) compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act. Delivering exceptional customer experiences is at the heart of what we do at Bank of Hawaii. We listen, understand and deliver what our customers need to help them build a better tomorrow. We are an EEO/AA employer, including disability and veterans. For Bank of Hawaii's full EEO statement, please visit **************************** Identifies, develops, and maintains investment relationships with clients. Formulates investment solutions and strategies using firm-approved products and services. Delivers recommendations on suitability in a fiduciary capacity based on the client's individual goals and objectives, resources, time horizon, risk profile and preferences. Using required State of Hawaii Insurance and Financial Industry Regulatory Authority (FINRA) Series 7, 66 and/or 65/63 (or CFP in lieu of S65) licenses, solicits and services mutual funds, insurance contracts, and advisory services/managed account portfolio solutions (MAPS). Ensures that appropriate market transactions are executed promptly. Complies with all industry rules and regulations, department policies and procedures, and Bank policies and codes of conduct. Actively solicits clients via telephone, networking, referrals, etc. Travels independently in the community and market area for client servicing, prospecting and networking. Refers clients to subject matter experts in the organization for advice and potential cross sell opportunities. Leverages support units or alternative delivery channels to match the servicing needs of the client. Utilizes the Blue360 client relationship management system to track referrals and activities in an accurate and timely manner. Researches and stays abreast of current market trends, product changes, tax and other regulatory changes to ensure appropriate investment strategies are being considered and deployed. Regularly attends scheduled advisor training events and completes all continuing education assignments. Performs all other miscellaneous responsibilities and duties as assigned. This position requires use of a personal computer and other standard office equipment (typewriter, fax, copier, calculator, telephone)

Job Description The Senior Financial Advisor is responsible for building and maintaining strong relationships with providing professional investment advice and direction to Credit Union membership and staff. They will actively seek opportunities to increase income through proactive and effective advisement of investment and insurance products. ESSENTIAL DUTIES AND RESPONSIBILITIES Develops and maintains long-term relationships based on trust and respect for members and employees. Provides professional direction for members and employees through financial profiling, including risk profiling, and asset allocation. Identifies and evaluates member and employee needs for alternative financial products that are offered through Investment and Insurance Services (IIS). Provides regular training and feedback to branches, departments, and identified Credit Union executives regarding products, sales, marketing and business practices. Works with Branch Managers and other department managers to identify and leverage cross-sell opportunities. Develops and implements individual marketing/ business plans in alignment with Investment and Insurance sales and other goals. Provides those services and products that respond to member or employee needs in alignment with the mission of the Credit Union. Addresses and solves business-related challenges as needed. Performs other duties as assigned. MINIMUM REQUIREMENTS Bachelor's degree in business administration, finance, or similar preferred FINRA Series 63 and 65 or 66 license(s) FINRA Series 7 Hawaii Life and Health Insurance licenses SKILLS AND EXPERIENCE Three years' experience in the financial services industry. Demonstrated experience in investment services required. Demonstrated excellent oral and written communication skills required. Able to work both independently and cohesively with others, fosters team environment. Able to handle all confidential matters professionally, always maintaining the privacy of our member's account information. MINIMUM PHYSICAL REQUIREMENTS Frequent travel between branches Frequent prolonged meetings with members We'll make reasonable accommodations for qualified applicants and employees with disabilities. BENEFITS & PAY The expected starting pay for the Senior Financial Advisor is $48,000 plus applicable eligible commissions. We cover 100% of employees' single medical, drug, vision, and dental monthly health insurance premiums. Employees also love receiving paid volunteer time, our pay it forward program, and matching their charitable donations up to $250 per year per employee. Tuition assistance for higher education is another special way we invest in our workforce. Benefits include, Paid Time Off and 11 Paid Holidays, 401(k) and 3% Employer Contribution, Health insurance, Vision insurance, Dental insurance, 401(k), Prescription drug insurance, Life insurance, Flexible spending account, Disability insurance, Opportunities for advancement, Employee assistance program, Referral program, Retirement plan, Employee discount, Paid training, Professional development assistance, AD&D insurance, Credit union membership, Paid orientation, and more. Make a difference one life at a time!

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

Under the direction of the Manager, this role is responsible for preparing and delivering comprehensive financial and estate planning solutions and advice to clients of Bank of Hawaii wealth management. This position contributes to process improvements that enhance departmental and organization efficiency. Bachelor's degree from an accredited institution with major in accounting, finance, law or related area or equivalent work-related experience. JD and or LLM preferred. Minimum 4 years of relevant professional experience. Prior experience in estate planning is strongly preferred. Proven ability to interpret financial data and analyze a variety of financial statements with accuracy and insight. Working knowledge in several of the following areas required: • Income, gift, and estate tax laws and regulations • Estate and financial planning tools and techniques • Fiduciary duties and responsibilities • Investment products and services • Investment markets and portfolio management Demonstrated proficiency and expertise with personal computers in a networked environment and Microsoft Office applications or similar software. Knowledge of Bank software and systems including financial planning software. Excellent oral and written communication skills including interpersonal skills. Must be analytical, organized with excellent problem-solving skills. Must have a collaborative work style with the ability to work in a team environment. Should be an independent worker who drives assigned tasks through to completion. Must be detail oriented with the ability to meet competing deadlines. Able to work flexible hours including holidays, weekends and evenings as needed or assigned. As a Bank of Hawaii employee, you ensure (or assist with ensuring) compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act. Delivering exceptional customer experiences is at the heart of what we do at Bank of Hawaii. We listen, understand and deliver what our customers need to help them build a better tomorrow. We are an EEO/AA employer, including disability and veterans. For Bank of Hawaii's full EEO statement, please visit **************************** Comprehensive Wealth Planning: Develops and presents customized financial and estate plans based on client data and goals. Supports relationship managers with visual materials and planning tools to deliver holistic wealth solutions. Assists in creating or updating seminar content as needed. Technical Assistance: Offers expert guidance on complex planning scenarios and techniques. Responds to technical questions from business partners and conducts research to support accurate, informed advice. Contributes to the development of articles, client communications, and marketing content. Business Partnerships: Builds and maintains strong working relationships with internal teams and business units. Proactively shares project updates and timelines to ensure alignment. Participates in special projects and supports team collaboration and issue resolution. Systems Analysis: Analyzes and designs systems or processes to meet business and functional needs. Identifies opportunities to improve performance standards and workflow efficiency. Ensures designs comply with Bank of Hawaii's information security policies. Knowledge and Leadership: Maintains up-to-date knowledge of financial planning, tax laws, and wealth management products. Demonstrates expertise in areas such as estate planning, retirement, education funding, and trusts. Actively engages in professional development and training opportunities. Vendor Management: Supports vendor oversight to ensure service levels and delivery commitments are met. Helps to resolve performance issues and escalate concerns when necessary. Identifies ways to enhance functionality, reducing costs, and improving system efficiency. Performs all other miscellaneous responsibilities and duties as assigned.

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.