Finance advisor jobs in Manchester, NH - 271 jobs

Job Title: Financial Advisor Department: Workers Investments & Planning Solutions (IPS) Department Location: Lunenburg, MA. Reports to: VP, IPS Program Manager Career Stream: Individual Contributor Classification: Hybrid Pay Grade: 8 FLSA Status: Exempt Pay Grade Range: $60,000 to $200,000+ This is a sales commission-based position consisting of a tiered grid with a monthly draw that has levels of being forgivable and non-forgivable. Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, sales production, and will be detailed at the time of offer. About Workers Credit Union: Since 1914, Workers Federal Credit Union (WCU) has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future! FUNCTION: We're seeking a passionate and experienced Financial Advisor to join our Workers Investments & Planning Solutions team. Our program is built on trust, collaboration, and long-term relationships. This role focuses on building strong client relationships by leading them through an individually tailored financial planning process. Our process includes establishing specific financial goals, assessing current situations, creating investment strategies, implementing solutions by recommending appropriate financial products, and continuing to monitor and adjust plans as necessary to stay aligned with your clients' goals. As a Financial Advisor, you will sell investment and insurance products, available through our Broker Dealer, LPL Financial (LPL), to individuals and small businesses. WCU partners LPL, a leading wealth management firm for independent advisors and financial institutions across the U.S., to offer a complete menu of financial products and services to credit union members. This employment opportunity at WCU would allow you to join the Workers Investments & Planning Solutions Program as a Financial Advisor associated with LPL. This position is based out of our Lunenburg MA office, however there is flexibility to allow for a hybrid schedule, working remotely as agreed upon. Travel between branches and surrounding communities to meet with assigned clients, members, and credit union employees is standard. We are a trusted financial partner offering a supportive environment where advisors can develop their practice while making a meaningful impact on the financial wellness of our members. ESSENTIAL JOB DUTIES AND RESPONSIBILITIES: Key Responsibilities: * Develop and manage personalized financial plans for members * Provide guidance on investments, insurance, and retirement accounts * Advise on strategies that take into consideration wealth accumulation and growth, preservation and protection of assets, and income replacement and asset distribution * Collaborate with internal teams to deliver holistic financial solutions * Educate clients on financial wellness and planning strategies * Participate in your ongoing coaching and professional development What We Offer: * Competitive compensation payout agreement that is based on 100% of your production * Program paid standard overhead, such as licensing & registration, technology, CE, E&O insurance, and other typical pre-approved expenses * Time off and continuing education support * Access to advanced financial planning tools and technology * A collaborative, member-first, value-driven culture * Access to LPL's proprietary technology and a suite of customized services * An open architecture platform with access to thousands of investment products from leading third-party product sponsors * Resources and expertise across LPL to help you create client solutions * The freedom to create solutions specific to your client's goals * And a whole lot more Why Join Us? * Trusted institution with deep community roots * Assigned "book of business" of existing clients with recurring revenue to get started * Multiple branches with a large deposit base within an assigned territory * Warm member referrals from engaged credit union staff * Autonomy with robust back-office Financial Assistant support * The ability to grow your business with LPL's combination of tools, technology, and support * The benefit of LPL's experience helping financial advisors grow and maximize their business * Opportunity to make a real difference Qualifications: * FINRA Series 7 and 66 licenses (or Series 6, 63 and 65) * MA Life, Accident, & Health Insurance license * 2+ years of financial advising experience * Satisfactory U5 and compliance record * Solid knowledge of financial products and planning strategies * Strong interpersonal and communication skills * Commitment to ethical standards and fiduciary responsibility * Passion for helping others achieve financial success Benefits: * Comprehensive medical, dental and vision plans * Basic life and AD&D insurance, short-term disability and long-term disability * 401(k) that includes a Safe Harbor Match of up to 4%. * Tuition Reimbursement Program * Mental health resources including an Employee Assistance Program (EAP) * Individualized learning and development programs Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Workers Credit Union and Workers Investments & Planning Solutions are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Workers Investments & Planning Solutions are employees of LPL. The services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Workers Federal Credit Union or Workers Investments & Planning Solutions. Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Apply today and become part of a team that puts people first.

CCR Wealth Management, a nationally recognized and award-winning firm, has an immediate opening for a Financial Advisor. If youre an ambitious financial professional looking for a clear path to growth and long-term client relationships, this is the opportunity for you! Founded in 1998, CCR Wealth Management is a thriving independent wealth management firm with offices in 6 states and headquartered in Westborough, MA. Weve earned distinguished industry accolades and take pride in our commitment to giving back to our community, supporting charities and organizations that matter most to our team. Our firm fosters a collaborative and fulfilling workplace culture, with a team of seasoned professionals. We offer a competitive salary, excellent benefits and a dynamic environment designed for professionals eager to take the next step in their careers. Who You Are Dedicated and client-focused financial professional looking for the next step in your career Thrive in a team-oriented environment Eager to build relationships, deliver expert financial guidance, and eventually become the lead advisor for both new and existing clients Highly organized, proactive, solution-oriented Motivated to grow within a supportive and dynamic firm Responsibilities Work closely with senior advisors to support and manage their client relationships Cultivate relationships with prospective clients and leverage our expensive referral networks to drive business growth Develop a pipeline of new businesses through networking, prospecting, and centers of influence Provide exceptional service and financial guidance, ensuring clients receive personalized strategies tailored to their goals Conduct regular client meetings to review portfolios and identify opportunities in investment, retirement, estate, tax, and insurance planning Stay ahead of market trends and proactively recommend strategies that align with clients evolving financial needs Qualifications 3-5 years of relevant industry experience in wealth management and/or financial planning Strong interpersonal and communication skills to build trust and lasting client relationships The ability to translate complex financial concepts into clear, actionable guidance for clients A proven track record of business development and client network expansion Bachelors degree from a nationally recognized institution Series 7 and 63 (or 65 and 66) required Clean U-4 record Life/Health/Variable Annuity licenses strongly preferred CFP designation strongly preferred or the ability to obtain it within a designated timeframe

We are seeking a highly motivated and experienced Financial Advisor to join our growing team. The ideal candidate will provide comprehensive financial planning and investment management services to clients, building and maintaining strong relationships while achieving business growth objectives. This role requires a proactive individual with a proven track record of success in the financial services industry. Responsibilities: Develop and implement personalized financial plans for clients, addressing their investment, retirement, estate, and insurance needs. Provide ongoing financial advice and support to clients, adapting strategies as needed to meet evolving goals. Build and maintain strong client relationships, fostering trust and long-term partnerships. Acquire and manage a book of business, expanding the firm's client base. Conduct thorough financial analyses and market research to identify investment opportunities. Ensure compliance with all regulatory requirements and ethical standards. Participate in business development activities, including networking and client acquisition. Stay up-to-date on industry trends, regulations, and product offerings. Qualifications: Minimum of 3-5 years of experience as a Financial Advisor. Active Series 65 or 66 license required. Active Health and Life Insurance licenses required. Established book of business highly preferred. Strong understanding of financial planning principles, investment strategies, and insurance products. Excellent communication, interpersonal, and presentation skills. Proven ability to build and maintain client relationships. Self-motivated, results-oriented, and able to work independently. Bachelor's degree in finance, economics, or a related field preferred. Proficient with financial planning software and CRM systems. Benefits: Health Insurance, life insurance, dental, vision, 401k with match, STD/LTD, supplemental benefits, PTO etc.

Job Description The Moody Street Group, LLC , a general agency, of OneAmerica Financial, works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve wealth. The Moody Street Group, LLC , with offices in Newton, Massachusetts and South Windsor, Connecticut is actively recruiting new associates. We are interested in meeting highly motivated, success-oriented individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law or communications who are looking for a professional sales career with excellent income potential. Our Financial Services Sales Representatives, utilize a values based approach and market primarily by introduction. We are supported by a marketing staff that is trained to do the back-office work, which allows financial representatives more time to see and interact with clients. Our marketing team provides new Financial Services Sales Representatives with a comprehensive and sophisticated training program. New Financial Services Sales Representatives will also benefit from a wide range of technical sales support provided by professional career associates who are leaders in the industry. We offer competitive compensation. We also provide group benefits, pension, tuition reimbursement for professional designations and conferences at worldwide locations. #ZR Powered by JazzHR 9vP8xDQSqi

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 Responsibilities: Serve Your Clients: •Cultivate strong relationships with members by consistently using the prescribed sales process. •Cultivate strong working relationships and trust among credit union staff by conducting regular staff training, attendance/participation at credit union staff meetings and functions and sending referrals back to the Credit Union. •Meet or exceed credit union cross-selling goals as established in the credit union commitment letter. •Present a professional image in all interactions both personally and professionally. Run Your Office: •Consistently and effectively utilize all tools, technology, and resources as prescribed by CUNA Brokerage Services, Inc., and the Credit Union. •Adhere to all FINRA and insurance rules and regulations, as well as to all company policies. •Follow established policies and procedures of ethical market conduct. •Conduct business according to high standards of honesty, fairness, and integrity and render service to customers which in the same circumstance we would demand for ourselves. Grow Your Business: •Meet or exceed individual production goals - with an appropriate product mix. •Continually strive to grow business via Lobby Days, seminars and workshops, execution on system of referrals, segmentation of book of business, etc.In collaboration with the Credit Union, create and execute on an annual Marketing Plan. Other: •Attend and participate in CUNA Brokerage Service, Inc., meetings, virtual and face to face, as scheduled. •Other duties as assigned. Job Requirements: •Bachelor's degree in Business, Finance, Insurance or equivalent trade-off in professional work experience. •Minimum of three (3) years of successful financial services sales experience with verifiable commission history of at least$150,000 Gross Dealer Concessions. •Demonstrated ability to effectively build business relationships with diverse clients. •Demonstrated ability to translate complex information, create and deliver an effective message scaled to the appropriate audience. •Life/Health License(s) •Series 7, 63 and/or 65/66 Licenses. •LUTCF, CLU, ChFC or CFP designation preferred, but not required. SKILLS AND CERTIFICATIONS Retail Production Selling Securities Selling Insurance F2F client meetings bank/branch/credit union experience SCREENING QUESTIONS Do you possess a Series 7? Do you possess a Series 63/65 or 66? Do you possess a resident Life/Health in MA? IDEAL CANDIDATE Looking for a Financial Advisor that would relate to the membership base for MIT Federal Credit Union. Consultative approach to Financial Planning. IDEAL CANDIDATE SHOULD HAVE WORKED FOR THE FOLLOWING COMPANY(IES): Open to previous companies, but looking for those that have been in current production. Additional Information All your information will be kept confidential according to EEO guidelines. Direct Staffing Inc

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 DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Regional Director Andrew Grande, Managing Director Rich Marooney, and Regional Director Jennifer Craig Join Our Growing Team in Massachusetts! Regional Director Andrew Grande, Managing Director Rich Marooney, and Regional Director Jennifer Craig, along with their dedicated team, are excited to expand their established offices across New England and beyond! With substantial growth underway in our region, we are seeking experienced Financial Planners to join our team. This is a unique opportunity to play a vital role in shaping the future of our expanding business while making a meaningful impact in the local community. Together, we are committed to helping financial professionals thrive in a supportive, growth-oriented environment. Our Mission and Vision: We help advisors build a healthy advisory practice faster, and with less effort. We are driven by the vision of becoming an elite financial planning firm that leads with creative solutions to attract high-net-worth clients. By partnering with advisors, we help develop ideas that elevate their business and support them in building a more profitable practice. Our Differentiators: Open Architecture System: No proprietary or product requirements. We strongly believe in fiduciary responsibility, advisor autonomy, and a product agnostic approach by leading with financial planning and providing industry-leading support. Advanced Technology: Advisors benefit from cutting-edge software and tools designed to streamline business operations and deliver an exceptional client experience. Growth Opportunities: Buy books of business, build assets, or create a practice to sella rare path to long-term success. Leadership and Management Potential: Earn additional bonuses by leading and developing teams. FREE Leads: Access to 23+ high-quality lead programs, including warm leads and current clients, at NO cost to you. Business Development Services: Back-office and administrative support to free up your time for growth. Flexible Work Options: Enjoy the freedom to choose from office, remote, or hybrid work arrangements, providing the flexibility to tailor your work environment to your needs while maintaining access to the tools and infrastructure necessary for success. Community Support: We are deeply committed to giving back to our community and supporting local causes. Our office has proudly supported Toys for Tots for over 10 years, collecting toys from both employees and clients. In addition, weve raised over $30,000 in the past three years for the American Cancer Society through participation in Relay for Life. Andrew also has a longstanding commitment to the Leukemia & Lymphoma Society, serving as a board member for a decade and currently as the Massachusetts state leader for their public policy and advocacy committee. Meet Our Leaders: Andrew Grande, Regional Director: Andrew brings over a decade of industry experience and leads a growing practice across Massachusetts. Before joining Prudential, he had a successful career with Northwestern Mutual and New York Life, where he earned the 2021 Career Success Award and ranked #5 nationally for Rookie Partner of the Year. He also recruited 14 advisors with a 91% first-year retention rate and exceeded his performance target by 240%. Prior to that, Andrew owned a top-performing Allstate Insurance agency, ranked #1 in Massachusetts for customer satisfaction. He holds a B.A. in Economics from UMass Dartmouth and was a four-year starter on the football team. Andrew lives in Kingston, MA with his wife and three daughters and enjoys golfing, hockey, and supporting the Patriots. Follow this link to meet Andrew on LinkedIn: ***************************************** Rich Marooney, Managing Director: Rich brings 28 years of industry experience, having worked at various firms before joining Prudential six years ago. Before his transition to financial services, Rich was a Center Manager at UPS in Connecticut. Rich's journey to financial services was deeply personalafter the untimely death of his oldest son, Ryan, due to bone cancer, Rich made a conscious decision to advocate for financial responsibility to ensure families are prepared for unforeseen events like death or disability. Outside of work, Rich is passionate about golf and is proud of his son James, who currently plays professional hockey with the Adirondack Thunder, an ECHL affiliate of the NJ Devils. Richs other sons, Cody and Joey, also played NCAA Division 1 hockey (University of Alabama Huntsville and University of Minnesota). Follow this link to meet Rich on LinkedIn: ******************************************** Jennifer Craig, Regional Director & Financial Planner: Jennifer Craig, RICP, has advanced from financial advisor to Regional Director at Prudential Advisors since joining in 2010. She founded L.I.F.T. (Ladies in Finance, Together), a program that empowers female financial advisors using the N.E.W. model, which focuses on defining individual strengths. As a member of the Womens Program Planning Council and the DE&I Advisory Council, Jennifer plays a key role in shaping initiatives that support diversity and inclusion. A dedicated advocate for women in leadership, Jennifer mentors other women in the industry, creating networks through efforts like the Her Story Podcast and Prudentials Womens Table Talk Series. Her leadership in financial services earned her a spot as a qualifying member of the Million Dollar Round Table in 2023. Jennifers work continues to inspire women to thrive in finance and leadership roles. Follow this link to meet Jennifer on LinkedIn: ********************************************** With the Support of Prudential and LPL Financial: As part of a Fortune 100 financial services firm and one of the top independent broker-dealers in the Fortune 500, Prudential and its broker-dealer partner, LPL Financial, provide unparalleled resources and support to help financial planners thrive. This partnership ensures access to advanced tools, proven strategies, and a national network of experts, empowering you to deliver exceptional client outcomes while achieving personal career growth. Licensing and Education Requirements: We seek individuals committed to professional development who either hold or are actively pursuing these licenses to grow their careers in financial services: Series 7 Series 66 Life/Health Insurance License 4-year college degree (preferred) Position Benefits and Compensation: 401(k) with matching contributions Cash Balance Pension Plan Pension enhancement for top financial professionals Private office expense support Competitive compensation and bonuses Expressed payouts on Life Insurance & Annuity products Deferred compensation plan for eligible financial professionals Medical, dental, vision benefits & healthcare reimbursement account Life insurance, accident insurance, and disability income insurance coverage Mutual fund investment plan Business programs and conferences Join Us in Making an Impact! We are a team dedicated to helping people achieve long-term financial security. If youre ready to make a difference and grow your career, consider joining Andrew, Rich, Jennifer, Prudential, LPL Financial, and our dedicated local team today! Disclosure Statement: During the formal interview process, candidates will be introduced to the national financial services firm and broker-dealer designations that support this role. All business activities will align with the appropriate regulatory frameworks and firms behind this opportunity. Flexible work from home options available.

Description of Service Opportunity: A Club Advisor is responsible for: (a) Meeting regularly with club members (b) Advertising club meeting times, dates, and locations (c) Recording and keeping a log of member attendance for EVERY club meeting. (d) Managing all Club funds (e) Participating in the annual Club Day activities (f) Supervising club activities including all approved field trips and fundraising activities (g) Attending meetings of the Club Advisors (h) Completing all required Club forms. Please note, advisors must submit their club attendance reports to the CRLS Assistant Principal prior to each pay cycle: - Attendance logs for semester one are due in early December - Attendance logs for semester two are due in late May Advisors will be paid half of the stipend after the first semester, and the remaining half of the stipend after the second semester. Minimum Requirements: Knowledge of the subject area and experience with high school students. Length of Contract: September 1, 2025 through June 30, 2026 Contract Amount: Flat Rate $1000.00

Company: NHTrust Financial Advisor *Salary based on level of experience NHTrust is expanding and seeking an experienced Financial Advisor in the Lakes Region. This role offers the opportunity to step into an established book of business with strong referral support, while continuing to grow new client relationships as part of a collaborative and expanding team. We offer a competitive salary along with a comprehensive benefit package including but not limited to, medical, dental, vision, 401K (with Company match), paid time off, paid parental leave, tuition reimbursement, 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 expanding and seeking an experienced Financial Advisor in the Lakes Region. This role offers the opportunity to step into an established book of business with strong referral support, while continuing to grow new client relationships as part of a collaborative and expanding team. We offer a competitive salary along with a comprehensive benefit package including but not limited to, medical, dental, vision, 401K (with Company match), paid time off, paid parental leave, tuition reimbursement, 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.

**_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_** + Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes. + Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies. + Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience. + Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems. + Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce. **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of pricing and/or contracts experience or similar work experience preferred + 2+ years in a customer facing capacity highly preferred + Experience with the following systems preferred + SAP/Business Objects + Salesforce + MS Excel + MS Vizio/Lucid Chart **_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:** 02/06/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#LI-SP-1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

Commonwealth Financial Group is a financial planning firm dedicated to helping individuals and businesses achieve their financial goals. We're seeking ambitious, entrepreneurial-minded professionals to join us as we continue growing in 2026. Our Financial Planning Mastery Program We've built a comprehensive Training and Development Program designed to support and challenge entrepreneurial individuals as they build their own practices. Our program provides: Elite industry training thoughtfully crafted for career changers and newcomers, delivering the skills and knowledge needed to build a confident financial planning career A relationship-focused approach to helping clients achieve financial security through comprehensive planning, strategies, and guidance Structured development toward market growth with emphasis on advanced planning and client attraction Financial support, classroom training, mentorships, partnerships, and joint work opportunities Access to CFG staff support, tools, and resources to grow your business and communicate effectively with prospects and clients What You'll Do Implement and scale your strategic business plan through mentorship and world-class training Establish networks, cultivate referrals, and develop long-term client relationships Provide financial solutions through fact-gathering and needs analysis Broaden your skillset through ongoing professional development and joint work with fellow associates Obtain SIE, Series 7, 66, and Life, Accident & Health licenses (if not already held) to offer associated services What We're Looking For Ambitious leaders ready to make an impact in New England Relationship-builders with a client-first approach and strong interpersonal skills Assertive, independent, and self-motivated professionals Charismatic connectors with high social confidence Minimum 5 years professional experience (sales, business development, or client-facing roles preferred) Benefits Comprehensive health benefits (medical, dental, vision, disability, life insurance) 401(k) with company match eligibility Recognition programs and events for top performers Grant opportunities for personal philanthropic involvement through our charitable foundation Ongoing leadership and career development opportunities

Creative Financial Staffing has partnered with an internationally recognized, award winning professional services company to identify a Financial Analyst. This is a dynamic, fast paced environment where new ideas and process improvements are encouraged, enabling you to make an impact company wide. This role requires 2 days/week in office. Highlights of the Financial Analyst Opportunity: Our client is internationally recognized and based in Europe with Boston leading its US sites This company is aggressively growing with opportunities for growth both domestically and internationally The Financial Analyst will support North American operations and plays a key role in supporting operating teams and partnering with business leaders and key stakeholders in all aspects of financial planning, forecasting, and analytics Hybrid schedule available The Financial Analyst's responsibilities include but are not limited to: Responsible for reporting on financial statements, month-end close, cost control and analysis, forecasting, and budget Reporting on cost allocations for multiple entities Developing and maintaining strong working relationships with business leaders and key stakeholders and is seen as a trusted advisor and "go-to-person" on financial matters Creating and improving actuary reports including workers' compensation and other liabilities Background Expected of the Financial Analyst: BS in Accounting, Finance, Economics or equivalent 1-3 years of financial analysis experience Excel skills including pivot tables, vlookups, and exposure to macros required Salary Range: $80,000 - 95,000 depending on experience

Established nearly two centuries ago, FM is a leading mutual insurance company whose capital, scientific research capability and engineering expertise are solely dedicated to property risk management and the resilience of its policyholder-owners. These owners, who share the belief that the majority of property loss is preventable, represent many of the world's largest organizations, including one of every four Fortune 500 companies. They work with FM to better understand the hazards that can impact their business continuity to make cost-effective risk management decisions, combining property loss prevention with insurance protection. Summary: FM Investment Operations supports the investment activity of the Investment Team across asset classes, including both internally and externally managed portfolios, multiple investing entities, and various vehicle types including mutual funds, Collective Investment Trusts, Hedge Funds, Private Funds, as well as separately managed accounts. Investment Operations is seeking a highly motivated and detail-oriented Senior Investment Operations Analyst to play a lead role in supporting and expanding FM's Order Management System (“OMS”) life cycle. OMS support and expansion consists of researching new market trading opportunities, counter-party management, aggregate and segregate portfolio compliance, along with various related activities. The ideal candidate will leverage their experience within investment operations, including counterparty management, regulatory compliance and risk management exposure, strong technical proficiency, and eagerness to optimize processes to provide exceptional support to the continued growth and evolution of FM's investment management infrastructure. This role requires excellent communication and organizational skills, strong problem-solving abilities, and the ability to thrive in a small team environment where individual and small group collaboration are critical. Schedule & Location This position is an exempt, full-time office-based position in Waltham, MA and Boston, MA. Internal Portfolio Support Analyze, maintain and remedy daily post-trade processing and reconciliation for equity and fixed income trades, ensuring timely matching, settlement, and updates to core systems (e.g., Bloomberg AIM). Facilitate onboarding and ongoing engagement with trading counterparties to ensure seamless trade execution and connectivity. Support the expansion of trading instruments in developed and emerging markets. Compliance Monitoring Expand the compliance and monitoring structure through daily, weekly, and monthly portfolio oversight and internal reporting through Bloomberg AIM or other available resources. Configure and maintain compliance rules within Bloomberg AIM, ensuring thorough testing, documentation, and adherence to change management protocols. System Setup & Maintenance Set up and maintain accounts and assets within core systems for both internally and externally managed portfolios. Oversee data integration processes including start-of-day (SOD) position reviews and ongoing updates of non-custodied assets within core systems. Process Optimization & Automation Collaborate with team members and external parties to identify and implement opportunities to streamline operational workflows and activities to improve efficiency and reduce risk. External Manager Oversight Support reconciliation and oversight of external manager trading activity and performance data, ensuring accuracy and consistency across systems. Reporting & Documentation Maintain ownership of various internal reporting deliverables and support monthly/quarterly management reporting processes. Ensure key processes and controls are well documented, maintained and where applicable enhanced, ensuring a high degree of operational transparency and audit readiness. Project & Initiative Support Participate in cross-functional projects and strategic initiatives aimed at enhancing investment operations capabilities and infrastructure. Required Work Experience 5-10 years of experience in investment operations, preferably within an institutional asset management or insurance company setting, consisting of an OMS and Trade Compliance focus. Strong understanding of post-trade processing and settlement across various markets and asset types. Strong technical proficiency and experience, preferably working with database development. Previous experience and exposure to portfolio accounting requirements and deliverables, highly desired. Required Education Bachelor's degree in Finance, Economics, Accounting, or related field. Required Skills Excellent analytical, organizational, and communication skills. Desired experience in leading transition management initiatives intra and inter-departmentally. Ability to proactively work individually and collectively in a small team-oriented environment. The hiring range for this position is $120,400 - $173,100 annually. The final salary offer will vary based on individual education, skills, and experience. The position is eligible to participate in FM's comprehensive Total Rewards program that includes an incentive plan, generous health and well-being programs, a 401(k) and pension plan, career development opportunities, tuition reimbursement, flexible work, time off allowances and much more. FM is an Equal Opportunity Employer and is committed to attracting, developing, and retaining a diverse workforce.

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.

Company: NHTrust Financial Advisor *Salary based on level of experience NHTrust is expanding and seeking an experienced Financial Advisor in the Lakes Region. This role offers the opportunity to step into an established book of business with strong referral support, while continuing to grow new client relationships as part of a collaborative and expanding team. We offer a competitive salary along with a comprehensive benefit package including but not limited to, medical, dental, vision, 401K (with Company match), paid time off, paid parental leave, tuition reimbursement, 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.

**_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 (***************************************************************************************************************************

Commonwealth Financial Group is a financial planning firm dedicated to helping individuals and businesses achieve their financial goals. We're seeking ambitious, entrepreneurial-minded professionals to join us as we continue growing in 2026. Our Financial Planning Mastery Program We've built a comprehensive Training and Development Program designed to support and challenge entrepreneurial individuals as they build their own practices. Our program provides: Elite industry training thoughtfully crafted for career changers and newcomers, delivering the skills and knowledge needed to build a confident financial planning career A relationship-focused approach to helping clients achieve financial security through comprehensive planning, strategies, and guidance Structured development toward market growth with emphasis on advanced planning and client attraction Financial support, classroom training, mentorships, partnerships, and joint work opportunities Access to CFG staff support, tools, and resources to grow your business and communicate effectively with prospects and clients What You'll Do Implement and scale your strategic business plan through mentorship and world-class training Establish networks, cultivate referrals, and develop long-term client relationships Provide financial solutions through fact-gathering and needs analysis Broaden your skillset through ongoing professional development and joint work with fellow associates Obtain SIE, Series 7, 66, and Life, Accident & Health licenses (if not already held) to offer associated services What We're Looking For Ambitious leaders ready to make an impact in New England Relationship-builders with a client-first approach and strong interpersonal skills Assertive, independent, and self-motivated professionals Charismatic connectors with high social confidence Minimum 5 years professional experience (sales, business development, or client-facing roles preferred) Benefits Comprehensive health benefits (medical, dental, vision, disability, life insurance) 401(k) with company match eligibility Recognition programs and events for top performers Grant opportunities for personal philanthropic involvement through our charitable foundation Ongoing leadership and career development opportunities