Finance advisor jobs in Loveland, CO - 270 jobs

A leading financial advisory firm in Denver is seeking a Senior Financial Advisor to provide fee-based financial advice and asset management. The role involves evaluating client needs and presenting tailored recommendations. Ideal candidates will have direct client-facing experience in wealth management and be able to build strong client relationships. The position offers a competitive compensation package, including a base salary and performance-based bonuses, along with comprehensive benefits. Applicants should possess an active Series 65 and a willingness to obtain insurance licenses. #J-18808-Ljbffr

At MorningStar Senior Living, we talk a lot about culture. In fact, we rather obsess about it. For without a transformative culture, we cannot begin to elevate and celebrate the lives of our resident-heroes, and be ourselves changed for the good in the process. So, we seek great hearts, other people like us, who care and want to do work that matters. We select people like us who believe that the most satisfying life is one that is outward-bound and rooted in servant-leadership. JOB SUMMARY Investments Associate will play a critical role in driving MorningStar Senior Living's growth and performance across its portfolio of senior housing communities. This position will oversee investment analysis, asset management strategies, and execution of large-scale initiatives to maximize value creation. The ideal candidate has working experience in Senior Living industry, is a strategic thinker with strong financial acumen, deep understanding of real estate investments, and proven ability to manage complex projects and relationships. DUTIES AND RESPONSIBILITIES OF THE POSITION Investment Management Lead underwriting and financial analysis for acquisitions, developments, and recapitalizations. Support deal execution for actionable projects including due diligence, LOI negotiations, and closing processes. Monitor market trends and identify new investment opportunities aligned with company growth objectives. Asset Management Oversee large-scale CapEx planning and execution across multiple communities. Manage 5-year CapEx plans, physical plant compliance, and TELS usage. Drive performance optimization through rate management, and annual rate increase reporting. Lead strategic planning and follow through for focus communities. Implement proactive strategies for internal transactions and capital call management. Financial & Operational Oversight Prepare templates and review monthly reporting packages and performance dashboards. Lead initiatives for revenue optimization and expense control across the portfolio. Support equity relationships and investor reporting requirements. Stakeholder Engagement Maintain and create strong relationships with capital partners. Coordinate with internal teams and external partners to ensure alignment on investment and asset management strategies. Participate in regular calls and updates with equity partners and internal leadership. Job Qualifications Demonstration of our Core Values: Love, Kindness, Honesty, Goodness, Fairness, Respect Bachelor's degree in Finance, Real Estate, Business, or related field. Senior housing experience strongly preferred. 4+ years of experience in real estate investments and asset management, preferably in senior housing or healthcare real estate. Strong financial modeling and analytical skills; proficiency in Excel and financial software. Excellent communication and relationship management skills. Ability to manage multiple projects and deadlines in a fast-paced environment. Compensation · This position will be a full-time position eligible for MorningStar's full benefit package. See: ************************************************ · This position will be paid hourly at a wage dependent upon the person's experience and applicable skills. It is expected the range will be $85,000 - 95,000 annually

Origin Investments (Origin), a dynamic disruptor in the real estate private equity industry, is seeking candidates to join the Acquisitions team. With an ever-expanding number of fund products, Origin is currently raising and deploying capital for our IncomePlus, QOZIII, Strategic Credit Fund and Development Funds that have a myriad of risk-profiles including but not limited to Core, Core+, Development, Stretch Senior Construction Lending, Bridge Lending, Preferred Equity/Mezz that currently manages $3.6b+ in assets. Further, our unique investment process is rooted in a combination of data science that is augmented by substantial local knowledge and relationships fostered by our regional offices located in Charlotte, Denver, Dallas and Miami. Role Summary As an Acquisitions Analyst / Associate, the candidate will support the initiatives of both the new and existing funds through significant exposure to the entire life cycle of an investment including underwriting, structuring, due diligence, financing, closing and transition to Investment/Asset Management. This is a unique opportunity to grow with an entrepreneurial organization that has a mission “To transform the way individuals invest in real estate.” DUTIES AND RESPONSIBILITIES · Be located or willing to relocate to Denver. · Underwrite prospective acquisitions using Excel and ARGUS Enterprise · Prepare presentations and written investment committee memos · Research and analyze micro and macro market data · Collaborate with investment management team to continually finetune underwriting assumptions and processes · Participate and contribute to property inspections and market tours · Communicate details of past and active acquisitions to investor relations team · Perform due diligence to prepare acquisitions for closing · Participate in the development of machine learning / AI analytical process by working with Data Science Team Qualifications · 1+ years of full-time Real Estate Experience (Private Equity/Credit, Brokerage, V&A, etc) · Highly motivated, independent and a self-starter · Superior writing and verbal communication skills / presentation skills · Ability to multi-task and work in a dynamic environment · Intellectually curious, while possessing the characteristics of “hungry & humble” · Highly proficient with Microsoft Excel, Microsoft PowerPoint and financial modeling

Financial Advisor - Build an Independent Practice with Fortune-500-Level Resources Flexible / Hybrid Why Advisors Choose Strategic Financial Concepts Big-Firm Muscle, Independent Mind-Set - Leverage Fortune 500 credibility, marketing, and technology while owning your client relationships. Uncapped Earnings - Residual income, uncapped commissions, performance bonuses, and incentive trips-no production grid that clips your upside. Holistic Planning Platform - Provide goals-based advice across investments, insurance, retirement, and estate planning with our proprietary economic-based planning tool. Work Your Way - Set your own schedule, choose your preferred products, and craft the client experience you envision. Collaborative Culture - Joint work, mentorship, and continual professional development fuel faster growth. What You'll Do Acquire & Deepen Relationships - Prospect, network, and build trust with high-potential households and business owners. Diagnose & Design - Conduct thorough fact-finding; craft tailored wealth, protection, and retirement strategies. Implement & Monitor - Deliver solutions from our open-architecture platform and adjust plans as markets and client goals evolve. Champion Compliance - Operate at a fiduciary standard and uphold SFC's ethical culture. Grow the Brand - Share best practices and collaborate with peers to elevate the client experience firm-wide. What You'll Need Licenses: Series 7 or 6, plus 63/65 or 66, and Life & Health (or a plan to obtain). Experience: Proven success in financial services-or a strong, metrics-driven sales track record and desire to excel. Mind-Set: Entrepreneurial, client-focused, and comfortable in a commission / fee-based model. Education: Bachelor's degree or equivalent professional experience. What We Provide Compensation & Benefits W-2 status with 7.5 % FICA 401(k) with 6 % company match Medical, dental, vision, life & disability insurance National recognition programs and chairman's trips Practice-Building Tools End-to-end transition support and marketing concierge CRM, financial planning, and portfolio management tech stack In-house product specialists and advanced planning team Freedom & Flexibility No product quotas or commission caps Remote, hybrid, or office options to suit your lifestyle Clear paths to leadership and equity participation for top performers Apply Today Ready to control your income, deliver truly comprehensive advice, and grow with a team that shares your client-first values? Strategic Financial Concepts - where your success is our strategy. Career Headhunter is committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.

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.

At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Our Modern, Flexible Workplace: We believe in a Modern, Flexible Workplace, and we are continuously exploring advancements in technology and office environments to make it easier to collaborate and connect with customers and coworkers.It is anticipated that an incumbent in this role will work onsite 100% of the time and will have a dedicated workspace. Work location is subject to change based on business needs. Summary of the Job: The Financial Advisor is accountable to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning. About This Role: Business Development: Implement sales strategies and action plans to build networks and third-party referrals, growing relationships with new and existing customers. Client Relationship Management: Serve as a trusted advisor, offering personalized investment guidance and comprehensive financial planning solutions. Meet regularly with clients to assess needs, goals, and risk tolerance. Holistic Wealth Management: Deliver solutions across savings, investments, planning, and insurance to support clients' wealth preservation and long-term goals. Solution Identification: Recognize and transform client needs into relevant product and service offerings, expanding client relationships. Analytical Problem Solving: Apply technical knowledge and sound judgment to provide innovative solutions for clients' needs. Team Collaboration: Work closely with Financial Advisor Associates to optimize client experiences and resource efficiency. Community Engagement: Actively participate in local civic organizations, fostering connections within the community. Compliance & Ethics: Uphold bank policies, laws, and FINRA/SEC regulations, ensuring compliance with the bank's BSA/AML Program as it applies to all job responsibilities. The Ideal Candidate for This Role: Required Qualifications: Bachelor's degree in Business Administration or related field or equivalent experience. 3 years of experience in the investment or financial services industry. FINRA Series 7 and 66 (or Series 63 & 65) registrations. State Life, Accident & Health and Variable Contract insurance licenses. Previous successful business development activities and effective relationship management experience. Proven sales skills, preferably in the investment industry. Ability to provide basic investment advice and guidance to customers adhering to all fiduciary standards. Ability to work collaboratively and cohesively within a team environment. Strong knowledge of the finance industry and the local, state, national and global economy. Ability to listen attentively to customer's needs to best deliver a comprehensive solution for the customer. Ability to communicate confidently with customers and prospects demonstrating poise while speaking. Exceptional verbal and written communication including presentations and recommendations. Understands and contributes to intended customer experience of helpful, easy and personal. Flexibility of schedule to accommodate client meetings occurring prior to or after normal business hours. Compensation and Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about FNBO benefits here: *************************************** To obtain compensation and benefit information related to this specific role, e-mail FNBO at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20250686 Equal Opportunity & Belonging: FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.

Einstein AI is one of the most unique Crypto companies in the World. We are the first of it's kind in the industry assisting clients to diversify cryptocurrency investments into 3 areas, Exchange (Binance, Coinbase, Kraken), Metamask, and NFT's. Investors can choose to invest in one area only or allow us to assist in all 3. Our profits in Metamask project investments are 10X what an exchange return gives due to lower liquidity and cap. NFT Market is brand new we are assisting in buying selling art and gaming projects within the NFT space which is exploding. The NFT sector is optional for investors and becoming a part of our NFT portfolio. We are looking for brokers who have serious investors that want to invest in the space and build their net worth. On the retail side if brokers want to invest themselves there is a 5K minimum, Metamask is used in that environment to allow the accounts to grow more rapidly. Einstein AI is a 24/7 Automated/Non-Custodial Crypto Portfolio Trading and Risk Management system. Our AI monitors/trades 10000+ coins 24/7 on Metamask and Exchange environments IE Binance, Coinbase. We work with clients all over the world and currently are in 80 countries. Our team is hiring wealth managers/brokers that assist clients in onboarding their portfolio and managing your existing client base. We are looking for a very select team of Brokers, worldwide to work closely with Einstein to onboard clients investing in Cryptocurrency Markets. Einstein AI Sales Broker is one who loves to close and is passionate about cryptocurrency. You will be working with an elite group of people and work remotely anywhere in the world. You wake up thinking about the coolest industry where you can work from anywhere, Cryptocurrency!! As an Einstein AI Broker, you will yearn to satisfy your inner thirst for accumulating sales and building partnerships at the best crypto software company in the industry, with some of the most elite partners in the world. Our software is transparent and Investors can follow every trade by the second keeping their funds in their own custody safely and allowing you to focus on new clients. If you recognize the possibility for investors to achieve profitability and efficiency improvements - and you believe you can onboard investors into the cryptocurrency market come join us! Experience within the Cryptocurrency space is great - but not an absolute necessity. Experience Investing in Cryptocurrency would be awesome, but again - not required. The primary pre-requisite is that you believe you can educate High Net Worth Individuals/ Institutional clients and are willing to bet your time and future on it. We'll be happy to train you on the Einstein AI platform so that you can understand Einstein AI and see the opportunity in front of us. We are looking for Cryptocurrency Sales Brokers to focus on business development globally. We are looking for entrepreneurial, intuitive individuals capable of developing and establishing a pipeline of Investors around the world. Salespeople will be required to develop a working understanding of the Crypto markets along with technical expertise across the life cycle of client relationships, from initial on-boarding through account management. You would be working closely with the Einstein AI trading team and be responsible for developing an intricate knowledge of the services that we offer along with their suitability for various types of clients. Our culture is work hard - play hard. We are working on a game-changing way to transparently create a trading engine for Crypto Investors to profit in a manner that is as high as any other within the industry. We are also building a close-knit team and believe in having an "all for one, one for all" environment in which we can learn from and support each other. We hope you can be a part of it. In terms of compensation - we are a startup that is offering a commission structure per investment so that excellent performers exceed 100k USD per year. Einstein AI has some deep partnerships formed that are currently driving our company into a Fortune 500 model. We offer sales closing bonuses - which are obvious for any sales position - however, I wanted to mention it specifically that top performers will be rewarded significantly. This is a leadership position - you will be open to heading business development within your territory or globally and are free to market with our material across the world. Remote work - We are remote most of the time and utilize WeWork for an office environment, but you can work from wherever you like as we have a virtual office model while using Wework for meetings. We have offices in London, Paris, Hong Kong, Singapore, Tokyo, New York, San Francisco, and many other cities. After you have established yourself with our company you can work from wherever you like. We are looking for individuals capable of raising 25k or more per month investment and will pay a generous percentage residual through bitcoin as a pay structure and a bonus for each signup. All brokers must have their own business/financial portfolio or network of high net worth individuals/Institutional clients when applying, Einstein AI no longer provides leads due to excessive signups. We are happy to assist your existing clients or potential clients on a conference call to explain how to get started and begin investment. Minimum investment is 25k USD in BTC equivalent. We do not accept less than 25k investment on HNW/Institutional and we recommend 1 BTC. The average investment made on Einstein AI is 2 BTC currently and we have 50 million in assets under management projected to 250 million by year's end. As a broker when you bring a client into the system they will be assisted in setting up connections to their existing exchange (31 Exchanges supported), Metamask, and NFT (Optional). All Brokers will receive residuals from profits billed to the client on the performance fee of 22%. Einstein AI does not have wallets on our system, they are on the client exchanges we connect the software into (API keys) themselves. Your funds never leave your trading account on Exchange (Binance, Coinbase etc) or Metamask; clients are in complete custody of the client at all times. Responsibilities Requirements Source new client relationships while educating them on the Einstein AI Opportunity and Cryptocurrency Market Maintain strong relationships with existing clients Work closely with trading and operations teams to successfully onboard new Investors Build a working understanding of crypto, its ongoing development and history Required Skills 3+ years in sales (preferably in the financial sector) or an established network of potential investors Demonstrated ability to establish a pipeline of Investors, prospect development and ability to close deals Fluent in English Ability to understand the crypto sales and trading environment Genuine curiosity/passion for the crypto industry Einstein AI USA Office 415 Mission Street San Francisco, CA 94105 Europe Office 71-91 Aldwych London WC2B 4HN SE Asia Office 8 Cross Street Singapore 048424 Website *****************

Investment Banking Associate at GLC Advisors & Co., LLC (View all jobs) GLC Advisors & Co. is a leading independent investment banking advisory firm delivering objective, senior-level expertise to successfully execute financial advisory assignments. The senior professionals at GLC have advised on over 900 transactions involving more than $800 billion in aggregate deal volume. The senior team at GLC has worked together over two decades and brings financial advisory experience from a variety of bulge bracket and elite boutique investment banks. GLC offers comprehensive services to its clients across many product areas including: Mergers & Acquisitions Financing / Debt Advisory Restructurings & Recapitalization Valuation and Fairness Opinions Our offices are located in New York, Denver, Los Angeles and San Francisco. For more information visit ************* Job Brief Our Denver office is looking for an exceptionally talented individual at the Associate level for our growing Gaming, Technology and Entertainment practice. Associates work on small deal teams and have direct exposure to clients and senior bankers. Associates are expected to handle a high level of responsibility in the execution of M&A, financing and restructuring transactions. Consequently, we expect our Associates to embrace a fast-paced environment, a high-level of responsibility, and leadership in a team setting. Responsibilities Individuals will be assigned a wide variety of projects and given as much responsibility as their experience and capabilities permit. Responsibilities include: Planning, structuring and executing corporate finance transactions Interfacing with clients as well as legal counsel to drive transaction execution Managing deal teams and working with analysts to develop financial models, valuation analyses and presentations Preparing presentations and analyses under tight timelines used for client interactions Qualifications Exceptional work ethic, intellectual curiosity, leadership and analytical aptitude Prior experience working as an analyst or associate within an investment bank is preferred but not required Demonstrable transaction and managerial experience preferred Proven self-starter Strong modeling and financial statement analysis skill Knowledge of Excel, Word, PowerPoint, Bloomberg and other financial information tools Excellent written and oral communication skills Ability to work in a fast-paced environment Bachelor's Degree required We offer an exciting work environment with an entrepreneurial spirit. Benefits include healthcare, dental and vision coverage. The salary range is $150,000-170,000 and the position is eligible for incentive bonus compensation. We look forward to hearing from qualified candidates. This application window is ongoing. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

**_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_** + Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up + Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency + Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner + Work with Manager on more complicated customer setup activities + Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues + Maintain and enhance internal SOX control structure + Identify and implement process improvement initiatives while enhancing standardization across areas + Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 3-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred + Strong experience with MS Excel + Knowledge with SAP, Legal Contracts, and Revenue Recognition standards, preferred + Business Objects experience 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:** 02/13/2026 *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 \#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 (***************************************************************************************************************************

Vivage Senior Living is recognized as a national leader driving high quality service for seniors, their families, and our employees. "Vivage” means "celebrating aging” inspiring our focus to create innovative and customer-driven models filled with personalized and meaningful living experiences. We are a senior health care, solution driven company servicing 30+ facilities in the state of Colorado. WHAT'S IN IT FOR YOU AS A VIVAGE EMPLOYEE? Competitive Salary Flexible working hours Daily Pay Advance Option Available Holiday Pay (when working on a major holiday) Sick time pay accrual Paid Time Off Health, Dental, Vision, and More OVERVIEW OF THE ROLE The primary responsibility of your job position is to assume responsibility for financial consulting oversight of the facility business office, including Accounts Receivable, Accounts Payable, and Resident Trust. Performs internal audit services for client facilities following current federal, state and local standards, guidelines and regulations that govern long term care and assisted living facilities. KEY RESPONSIBILITIES Monitor assigned facility business office performance and compliance in all aspects of A/R, A/P, and RTA functions. Monitor assigned facilities for A/R: DSO, billing submission timelines, triple check processes, private pay policy compliance, ADR/RAC monthly calls, billing compliance and A/R review notes. Monitor assigned facilities for A/P spend downs, check registers, petty cash, and GL coding. Attend assigned Vivage Community Operations Report (COR) and In-House A/R reviews as scheduled. Conduct Resident Trust compliance reviews quarterly. Implement and monitor performance improvement plans as needed. Schedule consistent facility site visits at a minimum every two months, scheduling at least 1 week in advance (prefer 2 weeks). Regularly communicate facility issues to Nursing Home Administrator and Director of Field Operations. Concerns to be brought to Nursing Home Administrator first, then to DFFO and SVPO. Prepares written and oral reports summarizing results of consulting visits to the facilities and tracking critical ongoing issues and projects on Vivage COR file. EDUCATION/EXPERIENCE Must possess, as a minimum, an Associate's Degree in Accounting or Business Administration (or related field) from an accredited college or university. Equivalent combination of education, training, and experience may substitute for education requirements. Must have, as a minimum, five (5) years experience in an administrative or consultative capacity in a nursing facility. Accounting or full-charge bookkeeping experience and nursing home business-office experience required. Long Term Care experience, particularly in the areas of Medicare, Medicaid, Managed Care and Private Patient billing and collections required. Knowledge of accounts payable, accounts receivable, and resident trust applications. Three (3) years experience preferred. Must have knowledge of general ledger accounting. Must maintain a valid, unrestricted Colorado driver's license. Ability to pass a criminal background check as well as Colorado CAPS background check. COVID Vaccine Required or Valid Exemption. We are an Equal Opportunity Employer

Crusoe's mission is to accelerate the abundance of energy and intelligence. We're crafting the engine that powers a world where people can create ambitiously with AI - without sacrificing scale, speed, or sustainability. Be a part of the AI revolution with sustainable technology at Crusoe. Here, you'll drive meaningful innovation, make a tangible impact, and join a team that's setting the pace for responsible, transformative cloud infrastructure. About the role: We are looking for motivated and talented individuals who are eager to take on real responsibility and make a meaningful impact. Our internship program is designed to give you a comprehensive head start in your career. You'll work on meaningful projects, receive one-on-one mentorship from industry experts, and gain hands-on experience that goes beyond the classroom. The program is built to support your professional growth and help you forge valuable connections within the Crusoe team and beyond. You'll join a growing, diverse, and mission-driven finance team. You'll have the opportunity to work on a range of projects across our Digital Infrastructure, Crusoe Cloud, and Corporate Finance teams. This is a 12-week in-person program based in our Denver office. Must be available to participate in the internship during one of the following dates: May 18 - August 7, 2026 June 1 - August 21, 2026 June 15 - September 4, 2026 Key Responsibilities: Financial Reporting: Assist in the preparation and maintenance of financial reports, forecasts, and interactive dashboards to track company performance; Support the accounting cycle by validating data, performing reconciliations, and assisting with month-end and quarter-end close processes. Forecasting & Planning: Collaborate with Finance and Accounting teams to support monthly forecast updates and strategic planning initiatives. Process Innovation: Contribute to efficiency efforts by researching and implementing process improvements, including exploring the AI landscape for applications in financial workflows. Fundraising & Investor Relations: Support the team in creating materials for potential debt and equity capital raising processes, as well as regular investor updates. Ad-Hoc Projects: Participate in special projects ranging from cost analysis and financial modeling to market research and strategic decision support. Qualifications: Currently enrolled as an undergraduate student pursuing a degree in Finance, Accounting, Economics, or a related field with an anticipated graduation between December 2026 and Spring 2027. Preferably located in Denver, Colorado. Analytical Mindset: Strong quantitative skills with a keen attention to detail and data accuracy. Technical Knowledge: Familiarity with core accounting concepts and financial statement analysis. Communication: Excellent organizational, written, and verbal communication skills. Work Style: A proactive, curious mindset with the ability to work effectively both independently and within a collaborative team structure. Statistics from our 2025 Program: Interns would rate their overall internship experience a 4.45/5 91% of interns would recommend this internship to a friend or peer 93% of interns would recommend their manager to participate in the program again next year 94% of interns would recommend their mentor to participate in the program again next year Crusoe is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, disability, genetic information, pregnancy, citizenship, marital status, sex/gender, sexual preference/ orientation, gender identity, age, veteran status, national origin, or any other status protected by law or regulation.

Our client is seeking a detail-oriented Financial Analyst to join their dynamic team. This is an onsite Financial Analyst role at a growing manufacturing company where you'll be instrumental in analyzing production and inventory data to support key business decisions. You will work directly with the CFO and collaborate across departments in a casual, independent, and fast-paced environment. If you're passionate about data analysis, have strong Excel skills, and thrive in a rapidly changing environment, this could be the perfect fit! Key Financial Analyst Responsibilities: Data Extraction & Analysis (Production Yield & Inventory Analysis) - 40% Pull data from the company's ERP and input it into structured spreadsheets. Analyze production yield and inventory data to identify trends, variances, and performance metrics. Present findings and actionable insights to stakeholders. Excel-Based Data Manipulation & Reporting - 40% Use Excel to reorganize and manage large datasets, establish KPIs, and develop meaningful reports. Perform advanced functions such as pivot table comparisons, data reconciliation, and trend analysis to improve process efficiency. Month-End Close Support - 10% Assist with various month-end processes that are spreadsheet-driven and related to data tracking and financial reporting. Propose improvements to existing spreadsheets and processes where applicable. Collaborate on Process Improvements - 10% Work with the team to streamline reporting and data management processes. Suggest and implement enhancements to existing Excel templates and ERP data extraction routines. Minimum Financial Analyst Requirements: Manufacturing experience: Ability to extract and analyze job-specific details from an ERP system. Broad systems experience: Familiarity with ERP systems and data extraction Advanced Excel skills: Must be able to confidently run pivot tables, compare multiple data sets, and manipulate data efficiently. Self-starter: Comfortable working independently in a flexible, fast-changing environment. Plus: Experience with Excel macros or other advanced Excel functionalities. Previous experience in a rapidly evolving business or high-growth environment. As a Financial Analyst, you will be: Easygoing and adaptable, with a strong ability to stay focused on work goals in a relaxed yet serious environment. Flexible and comfortable with rapid changes in data and processes. Collaborative and willing to learn and grow within the team. If you're driven by data, possess strong analytical skills, and enjoy a close-knit, evolving work environment, we look forward to speaking with you about the Financial Analyst role! #INJAN2026

Job Profile Job Title: Intern, Financial Analyst Reports To: Senior FP&A Analyst Department: Finance Primary Location: Boulder and Denver, CO Compensation: $20/hour Congruex is looking for an Intern, Financial Analyst to join our team. Learn more about it at **************** . Who is Congruex Congruex designs and builds broadband and wireless communications infrastructure. The work we do enables everything in the modern world to operate, from healthcare and energy to transportation and social interactions. We deliver turn-key network solutions under a single platform by aligning our engineering and in-market construction operating units. Our vision is to be the best end-to-end provider of network services in the U.S. and our core values of GRIT connect everything we do. We are building tomorrow, together. Will you join us? Your New Job Job Summary: Congruex is seeking a highly motivated financially oriented intern to join our growing Corporate Finance team. This position will report to our Senior Financial Analyst and will have significant exposure to the CFO, Controller, Sales, and Operations team. The primary responsibilities will be to support financial planning and analysis for a company that is experiencing rapid growth amidst unprecedented industry demand for increased wireless and broadband connectivity. The ideal candidate will have a passion for delivering actionable and insightful data analytics that will drive forecasting, process improvement and margin expansion initiatives, as well as the annual budget process. This role is a tremendous opportunity to develop a well-rounded financial skill set while gaining experience in the technology and digital infrastructure industry Key Responsibilities: · Perform financial analysis that provides timely and accurate support for monthly financial and operational reporting processes · Support and refine annual budget process and recurring forecasting process · Provide operational support for Treasury, including cash management and cash forecasting · Support capital markets initiatives, including refinancing and debt issuance activities · Support the Corporate Development team with merger and acquisition activity, including due diligence support and transaction execution and integration · Collaborate with Finance Transformation team to continuously evolve and improve financial reporting processes, visibility, and controls · Support Accounting and Strategic Transformation teams in identifying and implementing new systems and processes to create back-office efficiencies · Partner with operating units to identify and implement performance improvement opportunities that drive margin expansion Qualifications: · Strong interpersonal, communication and leadership skills · Intellectually curious with a desire to understand and improve processes · Ability and desire to learn how to optimize financial and operational processes in a rapid growth environment · Currently studying to complete a university degree in Finance, Accounting or a major oriented toward Quantitative Analysis with exposure to Finance & Accounting curriculum Preferred Skills: · Exposure to key operational and financial accounting concepts and financial statement analysis · Ability to work with complex data sets Why Work At Congruex Opportunities We offer opportunities at all levels across the nation - from students to industry veterans - in areas of engineering, construction, and professional services. Wellbeing We value the wellbeing of our people and offer competitive compensation, health benefits, wellness resources, 401(k) retirement planning, and employee recognition and leadership development programs. Options may vary by geographic location. Culture The pillars of Congruex culture are GRIT, safety, inclusion, and family. · GRIT: Our GRIT values are part of our company DNA and the touchstone for our multinational workforce. o Guts - having the guts to do the right thing o Reliability - being reliable to deliver what we promise o Innovation - innovating every day o Teamwork - embracing teamwork together as One Congruex · Safety: We are committed to 24/7 safety practices on our jobsites, within our offices, and all the places our team exists in between. · Inclusion: Congruex embraces our team's diversity and promotes an inclusive workplace for all. · Family: We are a family-oriented company committed to the long-term health and development of our people. The Fine Print: Some benefits have eligibility criteria. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. This document does not create an employment contract, implied or otherwise, other than an “at-will” employment relationship.

Job Profile Job Title: Intern, Financial Analyst Reports To: Senior FP&A Analyst Department: Finance Compensation: $20/hour Congruex is looking for an Intern, Financial Analyst to join our team. Learn more about it at ***************** Who is Congruex Congruex designs and builds broadband and wireless communications infrastructure. The work we do enables everything in the modern world to operate, from healthcare and energy to transportation and social interactions. We deliver turn-key network solutions under a single platform by aligning our engineering and in-market construction operating units. Our vision is to be the best end-to-end provider of network services in the U.S. and our core values of GRIT connect everything we do. We are building tomorrow, together. Will you join us? Your New Job Job Summary: Congruex is seeking a highly motivated financially oriented intern to join our growing Corporate Finance team. This position will report to our Senior Financial Analyst and will have significant exposure to the CFO, Controller, Sales, and Operations team. The primary responsibilities will be to support financial planning and analysis for a company that is experiencing rapid growth amidst unprecedented industry demand for increased wireless and broadband connectivity. The ideal candidate will have a passion for delivering actionable and insightful data analytics that will drive forecasting, process improvement and margin expansion initiatives, as well as the annual budget process. This role is a tremendous opportunity to develop a well-rounded financial skill set while gaining experience in the technology and digital infrastructure industry Key Responsibilities: * Perform financial analysis that provides timely and accurate support for monthly financial and operational reporting processes * Support and refine annual budget process and recurring forecasting process * Provide operational support for Treasury, including cash management and cash forecasting * Support capital markets initiatives, including refinancing and debt issuance activities * Support the Corporate Development team with merger and acquisition activity, including due diligence support and transaction execution and integration * Collaborate with Finance Transformation team to continuously evolve and improve financial reporting processes, visibility, and controls * Support Accounting and Strategic Transformation teams in identifying and implementing new systems and processes to create back-office efficiencies * Partner with operating units to identify and implement performance improvement opportunities that drive margin expansion Qualifications: * Strong interpersonal, communication and leadership skills * Intellectually curious with a desire to understand and improve processes * Ability and desire to learn how to optimize financial and operational processes in a rapid growth environment * Currently studying to complete a university degree in Finance, Accounting or a major oriented toward Quantitative Analysis with exposure to Finance & Accounting curriculum Preferred Skills: * Exposure to key operational and financial accounting concepts and financial statement analysis * Ability to work with complex data sets Why Work At Congruex Opportunities We offer opportunities at all levels across the nation - from students to industry veterans - in areas of engineering, construction, and professional services. Wellbeing We value the wellbeing of our people and offer competitive compensation, health benefits, wellness resources, 401(k) retirement planning, and employee recognition and leadership development programs. Options may vary by geographic location. Culture The pillars of Congruex culture are GRIT, safety, inclusion, and family. * GRIT: Our GRIT values are part of our company DNA and the touchstone for our multinational workforce. o Guts - having the guts to do the right thing o Reliability - being reliable to deliver what we promise o Innovation - innovating every day o Teamwork - embracing teamwork together as One Congruex * Safety: We are committed to 24/7 safety practices on our jobsites, within our offices, and all the places our team exists in between. * Inclusion: Congruex embraces our team's diversity and promotes an inclusive workplace for all. * Family: We are a family-oriented company committed to the long-term health and development of our people. The Fine Print: Some benefits have eligibility criteria. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. This document does not create an employment contract, implied or otherwise, other than an "at-will" employment relationship.

At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: The Financial Advisor is accountable to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning. Openings in multiple locations across the FNBO Footprint. *** Omaha, Nebraska Fort Collins, Colorado DeKalb, Illinois Sugar Grove, Illinois Council Bluffs, Iowa Plano, Texas About This Role: Business Development: Implement sales strategies and action plans to build networks and third-party referrals, growing relationships with new and existing customers. Client Relationship Management: Serve as a trusted advisor, offering personalized investment guidance and comprehensive financial planning solutions. Meet regularly with clients to assess needs, goals, and risk tolerance. Holistic Wealth Management: Deliver solutions across savings, investments, planning, and insurance to support clients' wealth preservation and long-term goals. Solution Identification: Recognize and transform client needs into relevant product and service offerings, expanding client relationships. Analytical Problem Solving: Apply technical knowledge and sound judgment to provide innovative solutions for clients' needs. Team Collaboration: Work closely with Financial Advisor Associates to optimize client experiences and resource efficiency. Community Engagement: Actively participate in local civic organizations, fostering connections within the community. Compliance & Ethics: Uphold bank policies, laws, and FINRA/SEC regulations, ensuring compliance with the bank's BSA/AML Program as it applies to all job responsibilities. The Ideal Candidate for This Role: Required Qualifications: Bachelor's degree in Business Administration or related field or equivalent experience. 3 years of experience in the investment or financial services industry. FINRA Series 7 and 66 (or Series 63 & 65) registrations. State Life, Accident & Health and Variable Contract insurance licenses. Previous successful business development activities and effective relationship management experience. Proven sales skills, preferably in the investment industry. Ability to provide basic investment advice and guidance to customers adhering to all fiduciary standards. Ability to work collaboratively and cohesively within a team environment. Strong knowledge of the finance industry and the local, state, national and global economy. Ability to listen attentively to customer's needs to best deliver a comprehensive solution for the customer. Ability to communicate confidently with customers and prospects demonstrating poise while speaking. Exceptional verbal and written communication including presentations and recommendations. Understands and contributes to intended customer experience of helpful, easy and personal. Flexibility of schedule to accommodate client meetings occurring prior to or after normal business hours. Candidates must possess unrestricted work authorization and not require future sponsorship. Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. Compensation and Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about FNBO benefits here: *************************************** To obtain compensation and benefit information related to this specific role, e-mail FNBO at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20250197 Equal Opportunity & Belonging: FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.

Financial Advisor - Build an Independent Practice with Fortune-500-Level Resources Flexible / Hybrid Why Advisors Choose Strategic Financial Concepts Big-Firm Muscle, Independent Mind-Set - Leverage Fortune 500 credibility, marketing, and technology while owning your client relationships. Uncapped Earnings - Residual income, uncapped commissions, performance bonuses, and incentive trips-no production grid that clips your upside. Holistic Planning Platform - Provide goals-based advice across investments, insurance, retirement, and estate planning with our proprietary economic-based planning tool. Work Your Way - Set your own schedule, choose your preferred products, and craft the client experience you envision. Collaborative Culture - Joint work, mentorship, and continual professional development fuel faster growth. What You'll Do Acquire & Deepen Relationships - Prospect, network, and build trust with high-potential households and business owners. Diagnose & Design - Conduct thorough fact-finding; craft tailored wealth, protection, and retirement strategies. Implement & Monitor - Deliver solutions from our open-architecture platform and adjust plans as markets and client goals evolve. Champion Compliance - Operate at a fiduciary standard and uphold SFC's ethical culture. Grow the Brand - Share best practices and collaborate with peers to elevate the client experience firm-wide. What You'll Need Licenses: Series 7 or 6, plus 63/65 or 66, and Life & Health (or a plan to obtain). Experience: Proven success in financial services-or a strong, metrics-driven sales track record and desire to excel. Mind-Set: Entrepreneurial, client-focused, and comfortable in a commission / fee-based model. Education: Bachelor's degree or equivalent professional experience. What We Provide Compensation & Benefits W-2 status with 7.5 % FICA 401(k) with 6 % company match Medical, dental, vision, life & disability insurance National recognition programs and chairman's trips Practice-Building Tools End-to-end transition support and marketing concierge CRM, financial planning, and portfolio management tech stack In-house product specialists and advanced planning team Freedom & Flexibility No product quotas or commission caps Remote, hybrid, or office options to suit your lifestyle Clear paths to leadership and equity participation for top performers Apply Today Ready to control your income, deliver truly comprehensive advice, and grow with a team that shares your client-first values? Strategic Financial Concepts - where your success is our strategy. Career Headhunter is committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.

GLC Advisors & Co. is a leading independent investment banking advisory firm delivering objective, senior-level expertise to successfully execute financial advisory assignments. The senior professionals at GLC have advised on over 900 transactions involving more than $800 billion in aggregate deal volume. The senior team at GLC has worked together over two decades and brings financial advisory experience from a variety of bulge bracket and elite boutique investment banks. GLC offers comprehensive services to its clients across many product areas including: Mergers & Acquisitions Financing / Debt Advisory Restructurings & Recapitalization Valuation and Fairness Opinions Our offices are located in New York, Denver, Los Angeles and San Francisco. For more information visit ************* Job Brief Our Denver office is looking for an exceptionally talented individual at the Associate level for our growing Technology practice. Associates work on small deal teams and have direct exposure to clients and senior bankers. Associates are expected to handle a high level of responsibility in the execution of M&A, financing and restructuring transactions. Consequently, we expect our Associates to embrace a fast-paced environment, a high-level of responsibility, and leadership in a team setting. Responsibilities Individuals will be assigned a wide variety of projects and given as much responsibility as their experience and capabilities permit. Responsibilities include: Planning, structuring and executing M&A and financing transactions Interfacing with clients as well as legal counsel to drive transaction execution Managing deal teams and working with analysts to develop information memorandums, financial models, valuation analyses and presentations Preparing presentations and analyses under tight timelines used for client interactions Qualifications Exceptional work ethic, intellectual curiosity, leadership and analytical aptitude Prior experience working as an analyst or associate within an investment bank is preferred but not required Demonstrable transaction and managerial experience preferred Proven self-starter Strong modeling and financial statement analysis skill Knowledge of Excel, Word, PowerPoint, Capital IQ, PitchBook, and other financial information tools Excellent written and oral communication skills Ability to work in a fast-paced environment Bachelor's Degree required We offer an exciting work environment with an entrepreneurial spirit. Benefits include healthcare, dental and vision coverage. The position is eligible for incentive bonus compensation. GLC Advisors is an equal opportunity employer. We do not discriminate on the basis of, and will consider all qualified applicants for employment without regard to race, color, religious creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, martial or partnership status, sexual orientation, gender identity expression, disability, medical condition, genetic information or predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other category protected by law. GLC Advisors also complies with all applicable laws with regard to providing reasonable accommodation of disabilities to applicants.

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.

Job Profile Job Title: Intern, Financial Analyst Reports To: Senior FP&A Analyst Department: Finance Primary Location: Boulder and Denver, CO Compensation: $20/hour Congruex is looking for an Intern, Financial Analyst to join our team. Learn more about it at **************** . Who is Congruex Congruex designs and builds broadband and wireless communications infrastructure. The work we do enables everything in the modern world to operate, from healthcare and energy to transportation and social interactions. We deliver turn-key network solutions under a single platform by aligning our engineering and in-market construction operating units. Our vision is to be the best end-to-end provider of network services in the U.S. and our core values of GRIT connect everything we do. We are building tomorrow, together. Will you join us? Your New Job Job Summary: Congruex is seeking a highly motivated financially oriented intern to join our growing Corporate Finance team. This position will report to our Senior Financial Analyst and will have significant exposure to the CFO, Controller, Sales, and Operations team. The primary responsibilities will be to support financial planning and analysis for a company that is experiencing rapid growth amidst unprecedented industry demand for increased wireless and broadband connectivity. The ideal candidate will have a passion for delivering actionable and insightful data analytics that will drive forecasting, process improvement and margin expansion initiatives, as well as the annual budget process. This role is a tremendous opportunity to develop a well-rounded financial skill set while gaining experience in the technology and digital infrastructure industry Key Responsibilities: · Perform financial analysis that provides timely and accurate support for monthly financial and operational reporting processes · Support and refine annual budget process and recurring forecasting process · Provide operational support for Treasury, including cash management and cash forecasting · Support capital markets initiatives, including refinancing and debt issuance activities · Support the Corporate Development team with merger and acquisition activity, including due diligence support and transaction execution and integration · Collaborate with Finance Transformation team to continuously evolve and improve financial reporting processes, visibility, and controls · Support Accounting and Strategic Transformation teams in identifying and implementing new systems and processes to create back-office efficiencies · Partner with operating units to identify and implement performance improvement opportunities that drive margin expansion Qualifications: · Strong interpersonal, communication and leadership skills · Intellectually curious with a desire to understand and improve processes · Ability and desire to learn how to optimize financial and operational processes in a rapid growth environment · Currently studying to complete a university degree in Finance, Accounting or a major oriented toward Quantitative Analysis with exposure to Finance & Accounting curriculum Preferred Skills: · Exposure to key operational and financial accounting concepts and financial statement analysis · Ability to work with complex data sets Why Work At Congruex Opportunities We offer opportunities at all levels across the nation - from students to industry veterans - in areas of engineering, construction, and professional services. Wellbeing We value the wellbeing of our people and offer competitive compensation, health benefits, wellness resources, 401(k) retirement planning, and employee recognition and leadership development programs. Options may vary by geographic location. Culture The pillars of Congruex culture are GRIT, safety, inclusion, and family. · GRIT: Our GRIT values are part of our company DNA and the touchstone for our multinational workforce. o Guts - having the guts to do the right thing o Reliability - being reliable to deliver what we promise o Innovation - innovating every day o Teamwork - embracing teamwork together as One Congruex · Safety: We are committed to 24/7 safety practices on our jobsites, within our offices, and all the places our team exists in between. · Inclusion: Congruex embraces our team's diversity and promotes an inclusive workplace for all. · Family: We are a family-oriented company committed to the long-term health and development of our people. The Fine Print: Some benefits have eligibility criteria. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. This document does not create an employment contract, implied or otherwise, other than an “at-will” employment relationship.