Finance advisor jobs in Lebanon, NH - 108 jobs

Company: NHTrust Financial Advisor *Salary based on level of experience NHTrust is seeking a well-established Financial Advisor . In this role, the successful applicant will provide client relationship support through servicing client portfolios and generating new business leads. We offer a competitive salary along with a comprehensive benefit package including medical, dental, vision, 401K (with Company match), pension plan, paid time off, professional development and the opportunity to work with a great team! RESPONSIBILITIES INCLUDE Identifies and solicits financial planning, investment and wealth management business from existing clients and potential clients Produces revenue from to meet expectation of published annual performance goals Maintains ongoing knowledge of current market conditions, new products, services and tax law changes within the financial services industry DESIRED JOB EXPERIENCE 5+ years of experience working as a Financial Advisor Demonstrated track record of successful sales performance in investment services industry Extensive knowledge of investment and insurance products and services and the role they play in financial planning LICENSE REQUIREMENTS Current series 7, 63, 65, or 66 Life, Accident and Health Insurance license Preference given to candidates with a CFP designation Ability to obtain CFP designation in a timely manner We believe in building genuine partnerships that encompass top of the line customer service delivered by a culture of teamwork, integrity and excellence. We take pride in the communities that we serve! We are dedicated to providing challenging and rewarding career opportunities for our employees across the state. If you are looking for an opportunity to be part of an award winning team, we are interested in speaking with you! We are an Equal Opportunity Employer. This includes veterans and individuals with disabilities

Job Description Company: NHTrust Financial Advisor *Salary based on level of experience NHTrust is seeking a well-established Financial Advisor. In this role, the successful applicant will provide client relationship support through servicing client portfolios and generating new business leads. We offer a competitive salary along with a comprehensive benefit package including medical, dental, vision, 401K (with Company match), pension plan, paid time off, professional development and the opportunity to work with a great team! RESPONSIBILITIES INCLUDE Identifies and solicits financial planning, investment and wealth management business from existing clients and potential clients Produces revenue from to meet expectation of published annual performance goals Maintains ongoing knowledge of current market conditions, new products, services and tax law changes within the financial services industry DESIRED JOB EXPERIENCE 5+ years of experience working as a Financial Advisor Demonstrated track record of successful sales performance in investment services industry Extensive knowledge of investment and insurance products and services and the role they play in financial planning LICENSE REQUIREMENTS Current series 7, 63, 65, or 66 Life, Accident and Health Insurance license Preference given to candidates with a CFP designation Ability to obtain CFP designation in a timely manner We believe in building genuine partnerships that encompass top of the line customer service delivered by a culture of teamwork, integrity and excellence. We take pride in the communities that we serve! We are dedicated to providing challenging and rewarding career opportunities for our employees across the state. If you are looking for an opportunity to be part of an award winning team, we are interested in speaking with you! We are an Equal Opportunity Employer. This includes veterans and individuals with disabilities

Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security. · 9 out of 10 of our Financial Advisors are veterans or military spouses. · With 165+ offices nationwide, many are located near military installations. First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters. What our Financial Advisors do: They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals. They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office. They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions. They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process. You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses. Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office. As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period. What to expect after training: At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses. We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities. Set your own schedule to manage work-life balance. Portable career opportunities throughout the United States which allow your career to move with you. Desired Qualifications: Military experience or affiliation Bachelor's degree Proven leadership skills Learn more about First Command: First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command.

Are you passionate about serving clients and helping people improve their financial well-being? Are you solution-oriented and passionate about delivering results? Do you like thinking outside the box, learning new skills and problem solving? If so, then this could be the role for you! LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. **This is not a remote role - The candidate must be local to Montepelier, VT and will be on-site at EastRise Credit Union .** Job Overview: A Financial Consultant acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail client base designed to meet the individualized needs of each customer. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned Branches. Responsibilities: Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate. Providing comprehensive, needs- based financial solutions to clients by offering a range of investment/insurance solutions Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives. Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements Delivering a high quality customer service experience during each customer interaction Building strong relationships with retail branch staff, supporting and motivating their referral efforts. Developing a complete understanding of the core institution products to support cross- selling opportunities and to generate referrals back to the institution where appropriate Meet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures and regulations governing products and services. What are we looking for? We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement. Requirements: High school diploma or equivalent (Bachelor's Degree Preferred) Minimum of two (2) years investment sales experience (preferably in a financial institution) Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66 Registration (If required by the state of hire. If required by state of hire and not active, must acquire within the first six months of hire) Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer Preferences: Demonstrated ability to sell products and services to investment clients; evidence of strong sales results Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space Excellent knowledge of investment/insurance products and financial planning Core Competencies: Strong self-motivation and ability to work independently Excellent verbal, written and interpersonal communication skills Possess strong organization skills Excellent customer service and business focus with a great attention to detail Effective research and analysis skills #LI-Onsite Pay Range:58500 - 58500 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: * Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and engages potential new clients through referrals or financial center clientele * Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Schedule: * Monday - Fridays and rotating Saturdays Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. * Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. * Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Sets and accomplishes goals, achieving whatever you put your mind to. * Builds and nurtures strong relationships. * Collaborates effectively with others to get things done. * Communicates effectively and confidently and is comfortable engaging all clients. * Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. * Likes to learn, adapts to new information and seeks the right solutions for clients. * Efficiently manages your time and capacity. * Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: * Strong computer skills with an ability to multitask in a demanding environment. * At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. Shift: 1st shift (United States of America) Hours Per Week: 40

**_What Financial Planning & Analysis 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. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions. **_Job Summary_** + Reports to Manager, Financial Planning and Analysis, Pharma Segment with high visibility and engagement with the Segment FP&A and Pharma Finance teams + Works closely with Pharma Leadership team and Cost Center owners across the Pharma segment + Provides financial support for the reporting of USPD Commercial and Pharma Functional SG&A and Capital reporting including the development of new business cases to support strategic investments and business initiatives + Provide financial support for Retail Independent and National Accounts sales teams for the Pharma segment **_Responsibilities_** + Supports key planning and reporting processes (Monthly results reviews, Forecasts, Strategic Financial Plan, Budget, Earnings) + Develops and supports real time updates on performance, implications, and recommended actions, including build out a maintenance of the SG&A Dashboard and regular communication with key stakeholders + Supports the preparation of materials for the CEO, CFO and Board of Directors, including providing financial analysis and commentary + Employs a process improvement mindset to deliver efficiencies across work areas + Serves as an objective financial steward with an enterprise perspective, safeguarding our company's assets. Ensures strong controls are in place and the company's intellectual property is protected. **_Qualifications_** + 5+ years' experience in a finance function preferred + 2+ years in FP&A roles preferred, preferably in a large complex organization preferred + Bachelor's degree preferred, MBA strongly preferred + Healthcare industry experience preferred + Highly proficient in Microsoft Excel and PowerPoint preferred **Anticipated salary range:** $80,900 - $115,500 **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:** 1/21/2026 *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. _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 (***************************************************************************************************************************

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect… No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. Company Description Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Awards and Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Position Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself… Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000

Pike Industries, Inc., a subsidiary and integral part of CRH, is a leading Highway Contractor and the largest producer of Hot Mix Asphalt and Construction Aggregates in New England. Pike has experienced continual growth over the years and currently employs nearly 1,000 people throughout NH, ME and VT. The dedication, knowledge, and quality workmanship of our employees is what makes the company such a great success. If you're looking for a challenging career at a company that will reward your efforts, look no further. Take the first step and apply for an exciting opportunity to gain top notch industry experience and pave the road to your success. All Roads Lead Here! What You Can Expect * A supportive and safety-focused workplace. * Exposure to real-world finance processes and systems. * Opportunities to work independently and take ownership of tasks. * Collaboration with experienced professionals across departments. * A chance to develop your skills in a fast-paced, team-oriented setting. What You Will Do * Assist with production and usage posting to support operational tracking. * Learn and contribute to general journal entries and the month-end close process. * Participate in Compass-related projects, gaining insight into internal systems and reporting tools. * Support material sales operations, including manual ticket input and reconciliation. * Perform other finance-related tasks as needed to support the team. Requirements * Commitment to promoting and maintaining a safe work environment. * Currently enrolled in a bachelor's degree program or equivalent higher education. * Ability to work independently with minimal supervision. * Strong multi-tasking and time management skills. * Proficiency in MS Office and web-based applications. * Excellent interpersonal and communication skills. * Possession of a valid driver's license. What CRH Offers You * Highly competitive base pay * Comprehensive medical, dental and disability benefits programs * Group retirement savings program * Health and wellness programs * An inclusive culture that values opportunity for growth, development, and internal promotion About CRH CRH has a long and proud heritage. We are a collection of hundreds of family businesses, regional companies and large enterprises that together form the CRH family. CRH operates in a decentralized, diversified structure that allows you to work in a small company environment while having the career opportunities of a large international organization. If you're up for a rewarding challenge, we invite you to take the first step and apply today! Once you click apply now, you will be brought to our official employment application. Please complete your online profile and it will be sent to the hiring manager. Our system allows you to view and track your status 24 hours a day. Thank you for your interest! Pike Industries, a CRH Company, is an Affirmative Action and Equal Opportunity Employer. EOE/Vet/Disability CRH is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. Date: Nov 12, 2025

The Financial Analyst is responsible for performing quantitative analysis that helps drive business decisions, identifying trends and variances in key financial and operating data, assisting with the budgeting and forecasting process to enhance accuracy of financial projections and accountability, and collaborating with members across the organization on various projects aimed at improving financial performance. The incumbent gathers and analyzes financial information, sales analytics, and other key performance indicators and data points to help drive execution against financial goals across the company. Hiring Range $70-90K/year, depending on experience Key Responsibilities Performs monthly and quarterly analysis of operating results and key metrics through trend and variance analysis. Participates in annual budgeting and forecasting activities by preparing related reports, identifying notable trends and variances, and ensuring alignment to company-wide strategies. Collaborate with members of the finance team in developing driver-based financial models, statistical analyses, and continually refining the budgeting and forecasting process to improve overall accuracy and accountability. Develop reports to provide department and divisional leaders with actual financial results versus projected results. Analyzes and evaluates various environmental, social, and governance (ESG) disclosures, key metrics, opportunities, and goals, as well as sustainability related targets, reporting, and initiatives. Builds and maintains pro-forma models for prospective acquisitions, divestitures, business opportunities, and development projects; assists with due diligence as needed. Performs sales analytics and supports customer profitability analysis. Coordinates with members of the finance team to develop multi-year projections to be used for strategic planning, debt and equity offerings, credit rating agency reviews, reporting materials, and due diligence. Reports current or expected financial performance based on trends, key metrics, and data from business intelligence tools and creates financial models to guide decision-making across the organization. Analyzes financial returns, key financial metrics, and the impact to financial statements related to capital investment opportunities to make recommendations for action. Participates in training and other learning opportunities to expand knowledge of the company, products, sales, and services and performs any other duties needed to help drive our vision, fulfill our mission, and/or abide by our core values. Career Path Definitions & Distinctions: Financial Analyst I: Has 0-2 years of experience in financial analysis at a corporate level. Possesses solid working knowledge of financial analysis, annual budgets and modeling. Adept at building effective, working relationships within the organization to get information and achieve collaborative results. Demonstrates an ability to provide clear recommendations for financial success based on research and analytical findings. Financial Analyst II: Has 2-5 years of progressive experience in forecasting, financial analysis, statistical analysis, and other corporate finance functions. Possesses comprehensive knowledge of financial analysis and modeling. Has the ability to communicate effectively and collaborate with many different people, at various levels, across the organization. Sr. Financial Analyst: Has 5+ years of progressive financial analysis experience. MBA, CFA, or CPA preferred but not required. Performs work with a high degree of latitude and possesses expert knowledge of financial analysis and modeling. Demonstrates an ability to lead tasks and projects that span the organization. Skilled communicator that displays a balance of financial expertise and stakeholder management skills, as well as the ability to establish goals toward long-term vision and drive team member performance. The incumbent provides leadership, coaching and/or mentoring to members of the finance team and the broader project team. Education, Experience & Qualifications The successful candidate will have a Bachelor's Degree in finance, economics, accounting, statistics, or business administration and 0-2 years of progressive financial work experience. The incumbent must have effective project leadership skills to balance data gathering while working with key staff to complete critical business projects and a demonstrated ability to work as part of a team in a collaborative environment. Excellent verbal, written, analytical, and formal presentation skills, an ability to multitask and meet consistent deadlines and excellent time management and organizational ability are required. Exceptional computer and financial modeling experience along with strong leadership and interpersonal skills are expected. An MBA, Chartered Financial Analyst (CFA), or CPA are optional for this position. Attributes Analytically minded and self-directed individual who possesses the critical combination of meticulous attention to detail with an ability to see the larger picture. Outstanding problem-solving skills, statistical knowledge, and an ability to work comfortably under pressure while delivering on tight deadlines is essential. Benefits Medical, Dental, Vision, Life & Disability Insurance, Maternity & Parental Leave, Flexible Spending Accounts, Discounted Stock Program, 401K, Employee Awards, Employee Assistance Plan, Wellness Incentive, Tuition Assistance, Career Pathways, and More.

The Americas Revenue Recognition team is a diverse group of highly motivated professionals that leverages its technical accounting and finance expertise to enable Oracle stakeholders to execute transactions with customers that will maximize Oracle's revenue while mitigating risk. The team focuses on meeting the highest standard of compliance with US GAAP, Oracle's Revenue Recognition policies, Internal Controls, Business Practices and Finance & Accounting policies. As a member of this high performing team, you will have a fiduciary responsibility to adhere to and promote our core objective of ensuring revenue is recognized in accordance with US GAAP, ASC 606 and Oracle's Revenue Recognition, Internal Controls, Finance & Accounting and Business Practices policies. Revenue Recognition Mission We promote consistent revenue recognition practices through collaboration with our stakeholders, training and development, and continuous improvement of our processes, all while remaining committed to our responsibility as business fiduciaries. \#LI-KNC2 **Responsibilities** **RESPONSIBILITIES:** - Maintain an up to date and thorough knowledge of Oracle's Revenue Recognition, Internal Controls, Business Practices and Finance & Accounting policies - Review and discuss assessments of non-standard, complex transactions internally with the Americas and Global RevRec teams and communicate accounting conclusions to external stakeholders - Ensure consistent application of Revenue Recognition policies, practices and processes, promote continuous improvement - Collaborate with external stakeholders during the pre-execution stage of contracts, provide rev rec guidance on deal structures and advise on ways to minimize risk and maximize revenue - Develop and maintain relationships with external stakeholders, promote a highly collaborative work environment and promote and provide training - Maintain an up to date and thorough knowledge of Global RevRec and Americas team objectives and initiatives - Review significant signed contracts for compliance with US GAAP ASC 606 and Oracle's Revenue Recognition Policy to ensure timely and accurate financial reporting - Maintain an up to date, working knowledge of Global RevRec and Oracle systems, databases and communication tools - Provide support to internal and external auditors and assist in special projects as assigned **KEY SKILLS:** - Strong decision making and problem-solving skills - Strong technical accounting acumen with ability to comprehend and apply technical guidance to complex scenarios - Ability to present and effectively communicate complex accounting issues - Strong organization skills, with the ability to manage and prioritize multiple, competing tasks, while maintaining attention to detail - Ability to work under pressure in a fast-paced, remote, and demanding environment - Highly customer focused and results oriented - Self-starter, ability to work both independently and collaboratively, as needed - Fluent in English is essential; additional language skills (i.e., Spanish or Portuguese) is a plus **QUALIFICATIONS AND EXPERIENCE:** - 8+ years of relevant accounting experience, with a minimum of 4+ years revenue recognition ASC 606 and accounting US GAAP experience at a cloud service provider - Business/ Accounting/ Finance degree - Public accounting experience is a plus \#LI-KNC2 Disclaimer: **Certain US customer or client-facing roles may be required to comply with applicable requirements, such as immunization and occupational health mandates.** **Range and benefit information provided in this posting are specific to the stated locations only** US: Hiring Range in USD from: $79,100 to $158,200 per annum. May be eligible for bonus and equity. Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business. Candidates are typically placed into the range based on the preceding factors as well as internal peer equity. Oracle US offers a comprehensive benefits package which includes the following: 1. Medical, dental, and vision insurance, including expert medical opinion 2. Short term disability and long term disability 3. Life insurance and AD&D 4. Supplemental life insurance (Employee/Spouse/Child) 5. Health care and dependent care Flexible Spending Accounts 6. Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at least 35 hours per week, the vacation accrual rate is 13 days annually for the first three years of employment and 18 days annually for subsequent years of employment. Vacation accrual is prorated for employees working between 20 and 34 hours per week. Employees working fewer than 20 hours per week are not eligible for vacation. 9. 11 paid holidays 10. Paid sick leave: 72 hours of paid sick leave upon date of hire. Refreshes each calendar year. Unused balance will carry over each year up to a maximum cap of 112 hours. 11. Paid parental leave 12. Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including auto, homeowner and pet insurance The role will generally accept applications for at least three calendar days from the posting date or as long as the job remains posted. Career Level - IC4 **About Us** As a world leader in cloud solutions, Oracle uses tomorrow's technology to tackle today's challenges. We've partnered with industry-leaders in almost every sector-and continue to thrive after 40+ years of change by operating with integrity. We know that true innovation starts when everyone is empowered to contribute. That's why we're committed to growing an inclusive workforce that promotes opportunities for all. Oracle careers open the door to global opportunities where work-life balance flourishes. We offer competitive benefits based on parity and consistency and support our people with flexible medical, life insurance, and retirement options. We also encourage employees to give back to their communities through our volunteer programs. We're committed to including people with disabilities at all stages of the employment process. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing accommodation-request_************* or by calling *************** in the United States. Oracle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans' status, or any other characteristic protected by law. Oracle will consider for employment qualified applicants with arrest and conviction records pursuant to applicable law.

The Vermont Department of Motor Vehicles is seeking a detail-oriented and organized professional to join our Accounts Payable team as a Financial Specialist III. This position will play a key part in keeping financial operations running smoothly, including processing daily invoices, ensuring accuracy in reports and data analysis, and maintaining compliance with all State policies and procedures. The Specialist will collaborate with team members while also working independently to meet deadlines and produce high-quality work. This position involves regular interaction with State agencies, employees, and external vendors, and you'll be cross-trained to perform all Accounts Payable functions. The ideal candidate has experience with accounts payable, the State's accounting system (VISION), and VT Buys, as well as strong Excel skills. This position requires three days per week in office at the the Montpelier DMV. Who May

Parexel is looking for changemakers who are driven by curiosity, passion, and optimism. Come join us in keeping the Patient at the Heart of Everything We do. **Job Title** : Investigator Financial Analyst II **Job Introduction** : At Parexel, we are a leading Clinical Research Organization company specializing in delivering life-changing medicines to patients. We are seeking an **Investigator Financial Analyst** **II** to join our team. As an Investigator Financial Analyst, you'll be joining a fast-paced, driven environment that's helping to make life-changing differences to patients by steering the investigator budget management for crucial projects. Through the collaboration and diversity of the Investigator Payment Division the Investigator Financial Analyst is provided with opportunities to excel and discover where your skills can take you. **Who we are looking for** : Curious individuals interested in understanding investigator budget economic drivers. Who are detailed-oriented while assisting in translating the clinical conduct into a financial impact and proactively advising the project leader and the project financial analyst on how to influence critical budget and cash flow levers to prevent negative impact project financials. **What you'll do** : + Lead the monthly investigator payment forecast cycle and support project analysis requirements, including a review of accruals, costs incurred, contracts signed, and patients enrolled. + Collaborate with clients, clinical team members, and other members of the organization to gather information and/or explain the financial impact of the observed clinical conduct. + Manage all required variance analyses for the set of projects, with insight and identify risks in the project forecast and to the budget. + Present updates on financial status of investigator payments for assigned projects and create information in response to client financial reporting needs for assigned projects in the area of project reporting, forecasting, or transactional details for the projects within the portfolio. **Why join us:** Be part of groundbreaking projects that are pushing the boundaries of the industry. Experience a collaborative and inclusive work environment that highly appreciates your expertise. Unlock your full potential with professional growth and development opportunities. Enjoy work life balance and flexible working hours. **Parexel US Benefits** : + Health, Vision & Dental Insurance + Tuition Reimbursement + Vacation/Holiday/Sick Time + Flexible Spending & Health Savings Accounts + Work/Life Balance + 401(k) with Company match + Pet Insurance Full list of benefits available here: *********************************** **About Parexel International:** At Parexel we embrace flexibility and understand that in today's fast-paced world, employees need to balance their careers with their personal lives. Come join us where learning is constant, and you're exposed to a world of experiences and open doors. If this job does not sound like the next step in your career, but perhaps you know of someone who'd be a perfect fit, send them the link to apply! \#LI-REMOTE EEO Disclaimer Parexel is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to legally protected status, which in the US includes race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Come join one of America's fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. About Us NLG Capital, the investment management company of NLG, manages approximately $40+ billion in AUM. Our purpose is simple - to allow NLG to keep its promises. How we do this - an obsessive focus on delivering investment results. We drive results through a rigorous but collaborative investment process, and we hold ourselves to the highest of standards, both as investors and teammates. While our process is based on rigor, our culture is based on our guiding principles: Meritocracy, Uncompromising Transparency, Intellectual Honesty, Performance Driven Learning, Relentless Pursuit of Excellence. These principles serve as the foundation of our team. They govern the way we conduct ourselves, how we interact with teammates and how we approach every investment decision. We act with the integrity and humility required to make the investment decision that is right for the firm, and ultimately our policyholders. Our culture has been deliberately built to foster curiosity and provide opportunities to learn and grow, both as people and investors. The flat and collaborative nature of our team promotes an atmosphere where the best ideas are continually expressed and rewarded. Our pursuit of excellence is unwavering. Please note that we do not offer visa sponsorship for this position. Role Summary The Investment Analytics Intern will aid development of analytical systems and reporting to support the investment decision making process. in investments or a finance background. Essential Duties & Responsibilities * Create and improve analytical tools that support our investment process through improved understanding and visualizing complex data sets * Integrate insights into practical workflows utilizing Excel, Tableau / Microsoft BI, and email-based reporting * Learn investment strategy workflows and apply technical skills to improve and automate processes * Improve team efficiency through leveraging technology to solve our most challenging problems. * Improve ad-hoc analytics and assist in developing repeatable processes for research analysts and traders Minimum Qualifications * Candidate for undergraduate or advanced degree in Finance, Economics, Financial Engineering, Data Science, Computer Science or a related field of study * Experience with either a workplace or academic setting in quantitative financial analysis and/or development roles * Experience using Excel, Microsoft BI, Tableau, and other data visualization tools, and the ability to demonstrate capabilities as part of the interview process * Skilled in SQL and Python; knowledge of additional programming languages considered helpful * Experience with code development best practices * Intense intellectual curiosity with the desire to seek new challenges while continuously learning * Solid interpersonal skills and ability to connect to form meaningful working partnerships * Inclusive team player with a collaborative and cooperative approach * Strong work ethic and proactive professional disposition * Experience driving projects to completion Preferred Qualifications * Results-driven mindset * Thrives in a collaborative environment where the best ideas that drive the best results are rewarded * Has the integrity to communicate all relevant facts and information in evaluating decisions and the humility to admit what you do not know * Love of learning - comfortable in an organization that seeks to continually learn from its mistakes and successes to drive better investment decisions * Comfortable with ambiguity and the mentality required to address and ultimately own those ambiguous situations - finding answers and solutions * Proficient in giving and receiving constructive feedback in both real time and structured environments * Demonstrates transparent, direct, and open communication across the organization * Promotes collaboration and has a "firm first" attitude - does what is right for National Life Group * Commitment to our mission and values Base Pay Range. The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances. Additional Compensation and Benefits. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life's discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors. National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. Hourly Pay Range $19-$28 USD National Life Group is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group. Fortune 1000 status is based on the consolidated financial results of all National Life Group companies. Social Media Policy Site Disclosure and Privacy Policy National Life Group 1 National Life Dr Montpelier, VT 05604

Division: Asset Management Department: BerkshireBanc Investment Services - RNL Reports to: VP, Financial Advisor Team Leader Status: Non-Exempt Grade: 3 Salary Range: $31,200 - $50,315 Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location. Location: Rutland, VT - 86 North Main St Duration of this internship is through April 30, 2026 Purpose/Objective: This position provides administrative support to the advisor, interfacing with clients and maintaining operating efficiency with paperwork and software programs. Key Accountabilities: * Complete all forms correctly and submit them within one business day * Handle phone calls from clients, when appropriate; transfer calls to advisor, when required * Handle advisor needs proactively * Update CRM systems * Perform mail merge for mailings, as directed by advisor * Use COMMunity Link to access Commonwealth resources, Morningstar, etc. * Use Commonwealth's services efficiently * Regularly review Commonwealth news items, technology updates, and e-mail communications; report pertinent information back to advisors. * Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties. Education: * High school diploma * Associates or Bachelors degree in finance related area, a plus Experience: * Prior office/clerical experience Skills & Knowledge: * High attention to detail * Demonstrated ability to work in fast-paced environment * Superior organizational skills * Sufficient patience to do repetitive work correctly * Ability to fill out forms exactly * Proficiency in MS Office Suite (e.g., Word, Excel) * Ability to follow directions exactly We endeavor to make this site accessible to any and all users. Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at ********************.

Integrated Resources, Inc., is led by a seasoned team with combined decades in the industry. We deliver strategic workforce solutions that help you manage your talent and business more efficiently and effectively. Since launching in 1996, IRI has attracted, assembled and retained key employees who are experts in their fields. This has helped us expand into new sectors and steadily grow. Job Description Position-Finance Analyst I Location-Keene, New Hampshire, USA Duration-4+Months *Non-Exempt* Description: • Assists Plant Controller with the monthly financial closing, analysis of actual results, internal reporting and short-term and long-term forecasting • Responsible for assisting with period closing process; including preparation and posting of journal entries , ensuring accuracy of the general ledger, entity compliance with local regulations GAAP accounting principles and organizations policies and procedures, on a timely basis • Responsible for preparation of quarterly SEC reporting package and account reconciliations • Assists Plant Controller with the preparation of the budget and five year planning process for the Division • Provides ad-hoc financial analysis for Plant Controller and Plant Staff • Assists Plant Controller with monitoring and reporting financial performance to division management and plant management, highlights variances that need corrective action • Monitors spending and works with department managers to control costs. Researches and provides detail on expense variances • Assists Controller with annual standard costs update • Drives finance process improvement • Provides financial analysis related to capital projects, cost reduction, and other initiatives as required • Assists in statutory reporting & Sarbanes Oxley compliance Education & Experience: • Bachelor's degree (4 years) in Accounting/Finance preferred • MBA and/or CPA preferred • 3+ Accounting/Finance experience, preferably Manufacturing/Cost Accounting experience Required Skills: • Strong computer skills; proficiency in Excel / PowerPoint, general ledger systems & forecasting tools • Ability to analyze; interpret data and link to business implications • Good analytical skills, presentation skills and problem solving capability • Strong team player Desired Skills: • Working experience with Khalix • Working experience with PeopleSoft Soft Skills: • Work in a team based environment • Excellent communication skills Must Haves: - Experience with period closing process; including preparation and posting of journal entries, ensuring accuracy of the general ledger, entity compliance with local regulations and GAAP accounting principles. -Manufacturing experience highly desired. *Manager wishes to see all qualified candidates. Additional Information All your information will be kept confidential according to EEO guidelines.

**RETIREMENT CLIENT ADVISOR-DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a customer portfolio defined in the business plan. This involves being the primary contact for new or existing customers, presenting formal product proposals, and maintaining ongoing prospects for new business development. This role focuses on building customer relationships and gaining loyalty by listening and responding to customers' needs. **Responsibilities:** + Delivers an unparalleled customer experience while managing a book of business and building client relationships. + Partners with UMB Portfolio Management and Research to fully understand market narrative, manager selection and monitoring, strategy decisions, and effectively communicate recommendations. + Regularly meets with clients for on-going plan/investment reviews. Educates and communicates with clients about market conditions, plan/account investments, performance, strategy, changes in regulatory or tax environment, and other factors which may influence plan decisions. + Provides consultation to plan sponsors on the development of a participant education program to support the client's objectives. Facilitate or deliver participant education and advice. + Creates and maintains networking relationships to create a pipeline of business. + Achieves annual new business revenue goals for assigned accounts and/or territory. + Maintains client information in a CRM tool. + Understands the benefits of UMB products and effectively differentiate UMB Retirement Services from the competition. + Provides interdisciplinary expertise to clients when needed while partnering with bank leadership and other departments. + Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function. **Qualifications:** + Bachelor's degree in Business Administration, Management or Finance or combinations of education & experience preferred + 5+ years of financial services industry experience, with a minimum of 3 years of experience in a sales role required + Retirement Plan Services experience strongly preferred + Broad knowledge of financial markets, asset allocation principles, and financial products. Experience in investment manager selection and monitoring a plus + Prior experience with DC retirement plans and understanding of regulations related to ERISA, DOL, and IRS required + Solid understanding of plan design, compliance and testing, and industry standards required + Good written/verbal communication, organization and client service skills required + Ability to provide unparallelled customer experience to externa clients andid internal associates + CFA, CIMA, QPFC, CFP preferred **Compensation Range:** $110,250.00 - $235,810.00 _The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_ UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. **Are you ready to be part of something more?** You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. _UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._ _If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._ **_Who we are_** We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision (****************************************************************************************************** Check out the road to a career at UMB

The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners. This is an evergreen posting. We continuously accept applications for this role to build a pipeline of qualified candidates for future openings. While there may not be an immediate vacancy, your application may be considered for upcoming opportunities aligned with this position. Essential Functions Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million. Host holistic Financial Wellness conversations and complete comprehensive financial plans in order to uncover full household and relationship growth opportunities, both investments as well as banking related, and referring accordingly. Utilize a consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff. Attain sales production and referral goals to the Bank (closed and accepted) by working book of business, lead lists, and closing on received referrals. Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate quality and qualified referrals back to the LOB's of the Consumer Bank, where appropriate. Be an active member and participant of the Branch team. Engage in person licensed and non-licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank client base. Coordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Develop a strong Center of Influence strategy that leverages partnerships throughout the Consumer Bank. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education High School Diploma or equivalent experience (required) or Bachelor's Degree (preferred) Licenses and Certifications FINRA Security Industry Essentials (SIE) Upon Hire (required) FINRA License S7 Upon Hire (required) FINRA License S66 or S63 and 65 Upon Hire (required) Certified Financial Planner (CFP) (preferred) Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required) In the event you do not hold the required licenses at the time of hire, it will become a condition of your continued employment, and licenses will need to be obtained within the time frame specified in your offer letter. Failure to obtain licenses timely may result in termination of employment. () Skills Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space. Demonstrated ability to sell products and services to investment clients; evidence of strong sales results. Strong client centric focus. Proven ability to work as a collaborative team member. Ability to use standard office equipment, proprietary financial services systems. Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Travel Occasional travel to include overnight stay. Driving Requirements May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required. #LI-CF1 COMPENSATION AND BENEFITS This position is eligible to earn commission and deferred incentive compensation. This position is eligible to earn a base salary rate of $55,000 annually. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 01/30/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.

Division: Asset Management Department: BerkshireBanc Investment Services - RNL Reports to: VP, Financial Advisor Team Leader Status: Non-Exempt Grade: 3 Salary Range: $31,200 - $50,315 Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location. Location: Rutland, VT - 86 North Main St Duration of this internship is through April 30, 2026 Purpose/Objective: This position provides administrative support to the advisor, interfacing with clients and maintaining operating efficiency with paperwork and software programs. Key Accountabilities: Complete all forms correctly and submit them within one business day Handle phone calls from clients, when appropriate; transfer calls to advisor, when required Handle advisor needs proactively Update CRM systems Perform mail merge for mailings, as directed by advisor Use COMMunity Link to access Commonwealth resources, Morningstar , etc. Use Commonwealth's services efficiently Regularly review Commonwealth news items, technology updates, and e-mail communications; report pertinent information back to advisors. Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties. Education: High school diploma Associates or Bachelors degree in finance related area, a plus Experience: Prior office/clerical experience Skills & Knowledge: High attention to detail Demonstrated ability to work in fast-paced environment Superior organizational skills Sufficient patience to do repetitive work correctly Ability to fill out forms exactly Proficiency in MS Office Suite (e.g., Word, Excel) Ability to follow directions exactly We endeavor to make this site accessible to any and all users. Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at ********************.

The Vermont Judiciary is seeking a Finance Specialist III for a limited-service position in Montpelier. This position works at an advanced professional level accounting work in the maintenance, review and reconciliation of financial records to ensure compliance with accepted accounting principles and standards. Work may involve performing a wide variety of accounting and bookkeeping tasks in multiple complex fiscal programs. This position will focus on all financial related activities for the Judiciary's grants programs. Duties are performed under the general supervision of the Finance Manager. Desired Knowledge and Skills Thorough knowledge of fiscal procedures, including automated fiscal recordkeeping and electronic spreadsheets. Working knowledge of basic contract requirements. Working knowledge of cost allocation practices and procedures. Ability to make mathematical computations with speed and accuracy. Ability to develop checkpoints to maintain over-all integrity of the financial system. Ability to interpret and apply rules and regulations of considerable complexity. Skill in preparing accurate financial and statistical reports. This is a limited-service full-time position located in Montpelier, Vermont. Starting salary is $24.59 per hour. The limited-service term will end 12/31/2028. The Finance Specialist III is a non-exempt Judicial Branch position equivalent to pay grade 21. The State of Vermont's total compensation package features an outstanding set of employee benefits that are worth about 30% of your total compensation. Benefits 80% State paid medical premium and a dental plan at no cost for employees and their families Work/Life balance: 12 vacation days earned per year, 12 sick leave days earned per year, 13 paid holidays each year Two ways to save for your retirement: A State defined benefit pension plan and a deferred compensation 457(b) plan Tuition Reimbursement Flexible spending healthcare and childcare reimbursement accounts Low-cost group life insurance Incentive-based Wellness Program Qualified Employer for Public Service Student Loan Forgiveness Program Minimum Requirements (Required to perform the essential functions of the job.) High School diploma or equivalent AND three (3) years or more of experience in accounting, bookkeeping or technical level fiscal experience that involved the calculation, recording and maintenance of accounting or financial records. OR Completion of a vocational/technical training program in business, office administration, financial support or related area AND two (2) years or more of experience in accounting, bookkeeping or technical level fiscal experience that involved the calculation, recording and maintenance of accounting or financial records. OR Associate's degree in accounting, business administration, office administration or a related field AND one (1) year or more of experience in accounting, bookkeeping or technical level fiscal experience that involved the calculation, recording and maintenance of accounting or financial records. OR Two years or more of full-time college coursework in accounting, business administration, office administration or a related field AND one (1) year or more of experience in accounting, bookkeeping or technical level fiscal experience that involved the calculation, recording and maintenance of accounting or financial records. OR One (1) year or more as a Financial Specialist II with the State of Vermont. Special Requirements For some positions experience working with the VISION system (VISION is the State of Vermont PeopleSoft financial management system) may be required. Summary of Duties Performs technical accounting duties such as making cost allocations to various cost centers and auditing financial documents for state and federal programs, special projects, grants, infrastructure projects, or capital construction projects to ensure compliance with specifications. Compiles financial data for the preparation of financial reports. Prepares budget for an office, or program. Prepares financial schedules. Posts, balances and reconciles accounting records. Processes financial transactions, disbursements, receipts either manually or by data processing methods. Processes financial transactions, disbursements, receipts, expenditures and fund transfer requests. Makes corrections in accounting records. Performs and edits financial and statistical analysis for review. In a small department prepares and maintains accounting systems. In a larger department may assist professional staff in preparing and maintaining accounting systems. Maintains inventory records. Calculates accounting adjustments. This position is responsible for all duties defined and other duties as assigned such as training other employees. The job entails the operation of various types of electronic equipment and new equipment may be introduced at any time. Scheduled hours of work generally conform to public court hours, but assignments may extend beyond those hours. Occasional travel to other courts within the State of Vermont may be required. Travel will be reimbursed according to State policies. This position will be eligible for longevity increases in accordance with the State step pay plan and annual cost of living increases as enacted by the Vermont State Legislature. Job Code # 25087 The State of Vermont celebrates diversity and is committed to providing an environment of mutual respect and meaningful inclusion that represents a variety of backgrounds, perspectives, and skills in all state government positions. The Judicial Branch is committed to a policy of equal employment opportunity, and the recruitment process is designed to treat all applicants equitably.