Finance advisor jobs in Missouri - 305 jobs

Clayton, Missouri **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************* **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Responsibilities:** + Leads the Client Process Management Process within the client team to identify new business development opportunities + Sources new clients in alignment with the bank's established risk appetite + Leads the client team to deliver meaningful interactions and a Branded Client Experience + Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs + Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages use and adoption of digital capabilities to enhance the client and client team experience + Builds relationships with internal and external partners and centers of influence **Required skills:** + 12+ years of private banking or complex financial services experience ORequivalent financial services/business experience + Responsible for driving new business development for target client segment ($3MM++ investable assets) + Present to clients a holistic approach, leveraging the entire Private Bank platform + A high touch, client-focused individual with exceptional interpersonal skills + A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client + Ability to influence; proactively asks for and closes business + Solutionsoriented;sales and financial aptitude a must + Must be a skilled negotiator + Ability to work and identify the need for team specialists; collaborate closely with other team members + Takes on a leadership role on the team and within the business community + Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date) **Desired skills:** + MBA or Post-Graduate Degree preferred + CFP, CPA, CFA, CTFA, CFM or JD a significant plus **Additional Skills Used in this Role:** + Business development + Prospecting and Qualification + Oral Communication + Investment Products and Solutions + Client team management + Influencing + Consulting + Problem Solving + Investment Products and Solutions + Advisory Sales + Pipeline management + Active Listening + Collaboration + Transitioning client conversations **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Our client is seeking a Financial Analyst to join their team! This position is located in St. Louis, Missouri. Assists with projecting future financial needs and collaborates with budget manager and other management personnel to prepare long-term financial plans, and other budget and financial reports Makes recommendations to improve the company's fiscal efficiency based on the interpretation and organization of financial information Presents budget analysis and recommendations to upper-level management at the beginning of each budgetary cycle Develops, organizes, and maintains files, documents, and materials relating to budgetary practices according to the company's policies Desired Skills/Experience: Completed bachelor's degree in accounting, finance, business or related field or equivalent experience 5+ years of financial analysis or related experience is required Proficient in accounting software (Essbase, SAP, etc.) and Microsoft Office Suite or related software Benefits: Medical, Dental, & Vision Insurance Plans Employee-Owned Profit Sharing (ESOP) 401K offered The approximate pay range for this position starting at $75,000 - 85,000. Please note that the pay range provided is a good faith estimate. Final compensation may vary based on factors including but not limited to background, knowledge, skills, and location. We comply with local wage minimums.

We are seeking a local professional to join our team as an additional Financial Advisor. Job Responsibilities: Serve Your Clients: 1. Cultivate strong relationships with members by consistently using the prescribed sales process. 2. 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. 3. Meet or exceed credit union cross-selling goals as established in the credit union commitment letter. 4. Present a professional image in all interactions both personally and professionally. Run Your Office: 5. Consistently and effectively utilize all tools, technology, and resources as prescribed by CUNA Brokerage Services, Inc., and the Credit Union. 6. Adhere to all FINRA and insurance rules and regulations, as well as to all company policies. 7. 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: 8. Meet or exceed individual production goals - with an appropriate product mix. 9. Continually strive to grow business via Lobby Days, seminars and workshops, execution on system of referrals, segmentation of book of business, etc. 10. In collaboration with the Credit Union, create and execute on an annual Marketing Plan. QUALIFICATIONS 1. 's degree in Business, Finance, Insurance or equivalent trade-off in professional work experience. 2. of three (3) of successful financial services sales experience with verifiable commission history of at least $150,000 Gross Dealer Concessions. 3. Demonstrated ability to effectively build business relationships with diverse clients. 4. Demonstrated ability to translate complex information, create and deliver an effective message scaled to the appropriate audience. 5. Life/Health License(s) 6. Series 7, 63/65 and/or 66 Licenses. 7. LUTCF, CLU, ChFC or CFP designation preferred.

Job Description Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Compensation: $60,000 - $120,000 yearly Responsibilities: Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations Be a coachable, organized team member interested in pursuing training development and educational opportunities Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management Qualifications: Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus A required Bachelor's degree in business administration, finance, or similarly related field Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired As a Financial Professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures. We're looking for people who possess the following characteristics: Highly self-motivated and self-disciplined with the ability to work effectively and independently Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others Fearless, positive attitude, and willingness to be accountable for results Organized, detail-oriented, and excellent time-management skills The desire for continuous learning Good communicator-excellent listening skills and ability to explain complex information in a simple and concise manner About Company New York Life - Company Overview: A Legacy of Stability & Trust Founded in 1845, New York Life is the largest mutual life insurer in the U.S., meaning it's owned by its policyholders rather than shareholders. The company consistently ranks among the top on the Fortune 500 list-currently at No. 69. Unwavering Financial Strength New York Life has received the highest possible financial strength ratings from all major credit agencies: A.M. Best: A++ Fitch Ratings: AAA Moody's: Aaa (or Aa1 in some recent updates) Standard & Poor's: AA+ These affirmations highlight the company's exceptional capital position, diversified liabilities, strong operational performance, and disciplined distribution model.

In 2007, four different, but complementary, professionals gathered to discuss a shared vision-assemble talented thought leaders to establish a financial institution that could breathe new life into business banking and wealth management. They founded Parkside Financial Bank & Trust: an independent financial institution with an integrated way of conducting business, designed specifically to serve the needs of discerning families and privately held businesses. Parkside offers a uniquely fresh perspective on banking, commercial lending, trust and family office services. Our interactive partnership between our clients and our team drives success, builds legacies, and transforms businesses. This is what makes ours An Uncommon Partnership . With offices in St. Louis, Missouri and Denver, Colorado, our dedicated team has grown our bank division to $1 billion in assets and our Trust & Family Office assets under management to approximately $3.6 billion. Voted a Top Workplace in St. Louis for five years running, we are proud to build a growing team of Smart, Likeable, Entrepreneurial and Dependable employees. Join Parkside as we help our clients achieve financial success. Experience a rewarding career with robust benefits and professional growth opportunities, within a community of colleagues and friends. Parkside is searching for a highly motivated and experienced individual to join our existing practice as Team-Based Financial Advisor Associate within our Trust & Family Office division. This position requires a Bachelor's degree along with a professional designation (e.g. CPA, CFP , CFA , or similar) and a minimum of 5 years of experience in the financial industry, including at least 3 years of direct client advisory experience. RESPONSIBILITIES Work with a senior advisor on an existing team to develop new relationships, expand existing relationships, and retain current clientele Collaborate with team members to ensure the highest level of service on all clients Provide comprehensive wealth advisory services to a diverse clientele where Parkside is engaged as an advisor, trustee, or both at the same time Collaborate with in-house specialists experienced in estate planning, retirement planning, tax, and insurance to achieve client goals Evaluate financial portfolios, goals, objectives, and cash-flow needs, and mitigate risk for a tailored approach Prepare and deliver comprehensive aggregated account information encompassing all client assets Collaborate with analysts to prepare and present detailed client reviews Conduct client reviews and manage resulting action items in a timely manner Use internal tools and by working closely with client's other advisors to mitigate income and estate taxes Ability to analyze a balance sheet to identify risks and opportunities Regularly and systematically review client estate plan documents to ensure efficient transfer of wealth Other projects as assigned by advisor QUALIFICATIONS Minimum of 5 years working experience in wealth management with 3 years direct client advisory experience Bachelor's degree required - accounting, economics, finance or business preferred Certification such as CFP , CFA , CPA, J.D., or similar Experience growing and establishing client relationships and assets Advanced Excel and writing skills Detail oriented and highly organized Able to multi-task and prioritize to meet deadlines Able to work as an integral part of a team High professional standards and sound judgement Able to focus on key priorities and thrive in a complex and ever-changing environment Strong work ethic and stable under pressure Willingness to learn and contribute to company's financial growth and profitability EMPLOYEE BENEFITS Parkside is proud to offer competitive benefits for all our employees, including: Competitive salary with bonus Medical, dental, and vision insurance 401k Plan + Employer Match Employee Stock Options Paid 4 Week Sabbatical Program with every 5 years of employment, including $5,000 for travel 12-week Paid Maternity Leave Tuition Reimbursement Employee charitable giving support Company-paid parking & more Parkside Financial Bank & Trust provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We are committed to providing an inclusive workplace that accommodates the diverse needs of all individuals. If you require any accommodations during the application process or while employed, please inform us so we can provide suitable assistance and modifications. All employment offers are contingent until applicant successfully completes all necessary background checks and drug screens.

Job Description Personal Lines Risk Advisor Reports To: COO, Personal Practice Leader Essential Functions: Generates leads, develops new accounts, and manages existing personal insurance accounts to ensure client satisfaction and maintain competitiveness in the personal lines marketplace. Position Summary Requires an enthusiastic, proactive individual with excellent communication skills, a strong relationship mindset, and the drive to grow and maintain a personal lines book of business. Must be a self-starter who enjoys helping clients protect what matters most and is motivated to consistently improve and grow. Duties/Activities Coordinates with Personal Lines Manager and/or Sales Leader to identify target markets and develop offerings that keep Powers competitive in the personal lines space Actively generates new leads and accounts through referrals, networking, community engagement, and digital outreach Follows up on all leads and referrals promptly and professionally Evaluates prospect needs and educates them on the value and scope of available coverage options Assists Personal Lines Marketer with quoting and placing new personal insurance accounts Positively represents Powers Insurance and the insurance profession in the community Stays current with industry trends and product offerings through training and continuing education Embraces a growth mindset-receptive to coaching, feedback, and skill-building Maintains thorough records of client activity and communications in the agency management system Participates fully in team and sales training programs as requested New Business Gathers all necessary personal risk details to create a comprehensive and accurate new business submission Works with Personal Lines Marketer to prepare applications, quote details, and supporting documents Reviews carrier quotes for accuracy and alignment with client needs Collaborates with Personal Lines Marketer and/or Account Manager to finalize and personalize proposal documents Presents coverage proposals to prospects in a clear, consultative, and professional manner Closes the sale by finalizing coverage, confirming premium payment method, and instructing team to finalize signatures and issue the corresponding policies Actively participates in networking/prospecting activities, including building regular referral partners Submits signed documents and binding confirmation to Account Manager Ensures delivery of policy documents to clients in a timely manner, when appropriate Renewal Business Reviews upcoming renewals with Account Manager to determine client contact strategy Obtains updated risk information to facilitate accurate renewal quotes Discusses coverage changes, updated risk exposures, and available policy enhancements with Account Manager Helps ensure client understanding and retention by maintaining proactive communication throughout the renewal process Builds and maintains strong client relationships throughout the policy lifecycle Miscellaneous Assists in collecting premiums (initial, earned, or audit) as needed; ultimate responsibility for uncollected agency bill premiums fall on the Producer Identifies opportunities for process improvement that benefit clients and agency operations Maintains strong collaboration and communication with Account Managers Performs additional duties and special projects as assigned Knowledge, Skills and Ability Requirements Self-starter, aggressive, detailed with follow-through. Experience in the insurance field preferred, but not required. Minimum 2 years' sales experience. Competent computer skills, particularly Microsoft Office products including Word, Excel, and Outlook, and the ability to master the agency management system. P&C Broker license required within 90 days. Disclaimer The above information has been designed to indicate the general nature and level of work performed within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to the job. Associate must attend work on a regular basis, on time, and withstand varying degrees of stress. This position description describes the minimum selection requirements to qualify for the position. All employees must also demonstrate positive personal and interpersonal behavior and attitude with customers and employees in order to ensure a high level of expertise in supervision and general management. Compliance The associate has the responsibility to acquire and maintain the required knowledge of industry regulations and licenses and those regulations and policies inherent to position requirements.

Job DescriptionSalary: Base Salary + Commission About Us Compass Retirement Solutions is a growing financial firm dedicated to helping retirees and pre-retirees protect and grow their wealth. We provide qualified leads, marketing support, and a proven system to help advisors close business and maximize their earnings. What Were Looking For We are seeking a goal-oriented Financial Advisor who can turn qualified company leads into clients while also being motivated to generate their own business. The ideal candidate will be a strong closer with a 30%+ conversion rate on company leads and a hunger for personal growth. What Youll Do Work with pre-qualified leads provided by the companyno cold calling required. Convert at least 30% of company-generated leads into clients. Build relationships through consultations, educational events, and strategic follow-ups. Generate additional business through referrals and warm lead calls. Utilize our CRM and sales systems to track client interactions and maximize conversions. Stay up to date on industry trends, tax strategies, and financial solutions to deliver the best client outcomes. Compensation & Support Base salary + commissions (six-figure earning potential). Company-provided leads and marketing support to keep your pipeline full. Access to proven sales systems to improve closing ratios. Dedicated operations and marketing teams to help you focus on selling. Bonuses and incentives for top performers. Who You Are A licensed financial professional (Series 65 preferred or willing to obtain). A proven closer with experience in financial services, insurance, or investments. Competitive, driven, and hungry to succeed. A strong communicator who builds trust and credibility with clients. Self-motivated with the ability to balance company leads and self-generated business. Coachable and willing to follow a structured sales process. Why Join Us? Warm, pre-qualified leads providedno cold prospecting. A structured sales process with proven results. A supportive team environment focused on helping you succeed. Earning potential of $100,000 $300,000+ based on performance. Career growth opportunities within a fast-growing firm. If youre a driven financial professional who thrives on closing deals and wants the best of both worldsqualified leads and the freedom to grow your own book of businesswe want to hear from you!

Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join Greater Heartland Financial Group Prudential Advisors - Career Changer Opportunity About Prudential: Founded in 1875, Prudential Financial is a Fortune 100 company known for its legacy of helping individuals and families achieve financial security. With over 100 years of expertise, Prudential offers a wide range of financial services including insurance and investment management, serving millions of customers worldwide. Our commitment to innovation and integrity makes Prudential a trusted leader in the financial services industry. About LPL Financial: LPL Financial is a Fortune 500 independent broker-dealer that provides financial professionals with access to the tools, resources, and support needed to build successful practices. With an open-architecture platform, LPL Financial offers a wide variety of non-proprietary products that help advisors craft tailored financial solutions for their clients. About Greater Heartland Financial Group Prudential Advisors At Greater Heartland Financial Group - Prudential Advisors, were dedicated to making lives better by solving the financial challenges of our changing world. Recognized by Investment News as the 2024 Employer of Choice for Advisors, Prudential fosters a supportive, growth-focused environment where professionals from all backgrounds can thrive. For over 150 years, weve led the way in expanding access to investing, insurance, and retirement security, guided by our values of trust, customer focus, respect, and integrity. Our team also takes pride in giving back, raising funds each year for Childrens Harbor, a nonprofit supporting seriously ill children and their families. Join an award-winning firm, honored with Prudentials 2023 Firm Trophy, and start building a career that makes a lasting impact. Our growing offices are located: 12312 Olive Blvd., Suite 300, St. Louis, MO 63141 8000 S. Chester St. Suite 325, Centennial, CO 80112 About the Role: Are you seeking a career change and passionate about helping others secure their financial futures? As a Financial Advisor with Prudential, we provide comprehensive training, mentorship, and the resources to succeed in a thriving industry. This role is ideal for individuals with a driven spirit, a strong desire to help others, and the drive to grow personally and professionally. No prior experience or licenses are required to apply! We will guide you through obtaining the necessary licenses and certifications. As a Financial Advisor, youll have the opportunity to work with clients to provide personalized financial plans, covering areas such as retirement, insurance, and education planning. While most workdays are based in the office, we offer some flexibility to support hybrid arrangements, allowing you to balance productivity with occasional alternative work settings as needed. With the backing of Prudential and LPL Financial, you'll have access to robust tools and resources to build your practice and support your career growth. Top Reasons Career Changers Could Thrive Here: Commitment to Success: Our structured training program ensures that you gain the knowledge and skills necessary to excel in the financial services industry. Unmatched Support: With mentorship from experienced professionals, you'll receive guidance every step of the way. Personal and Professional Growth: We focus on developing your career with continuous learning and advancement opportunities, allowing you to build a lasting, successful practice. Making an Impact: Help clients achieve their financial goals while securing a better future for themselves and their families. Our Differentiators: Open Architecture System: We offer a fiduciary approach with no proprietary product requirements, giving you the autonomy to choose the best solutions for your clients. Growth Opportunities: Whether you choose to buy a book of business or build your own practice, we offer rare opportunities for long-term career success. FREE Leads: Gain access to 23+ high-quality lead programs, including warm leads and current clients, at NO cost to you. Advanced Technology: Benefit from cutting-edge tools and software designed to streamline your business operations and deliver an exceptional client experience. Meet our team: Eric Baumert, Regional Director: Eric Baumert is Regional Director for Greater Heartland Financial Group, where he supports advisors in scaling their businesses and achieving long-term success. With a background in retirement and employee benefits, he focuses on practice growth, marketing, and advisor development. A graduate of the University of NebraskaLincoln, Eric lives in Wahoo with his wife, Kelsey, and their three children. He enjoys golf, family time, and cheering for the Huskers. Michael Alexander, Managing Director: Michael Alexander is Managing Director for Greater Heartland Financial Group, leading teams across Missouri, Kansas, Arkansas, and Nebraska. Since joining Prudential in 2001, he has earned multiple conference qualifications and guided his firm to three Citation Awards and the 2023 Presidents Trophy. With nearly 25 years in the industry, hes known for his leadership and involvement with NAIFA, FINSECA, and MDRTs Center for Field Leadership. Michael lives in St. Charles, Missouri, with his wife, Kira, and their twins. He enjoys hunting, fishing, golfing, and cheering on the Kansas City Chiefs. Elizabeth Walker-Sadler, Director of Business Development: Elizabeth Walker-Sadler is a strategic leader with over 20 years of experience helping advisors grow meaningful, purpose-driven practices. Before joining Greater Heartland Financial Group, she served as Vice President at Ameritas Investment Company, leading national advisor acquisition and regional expansion. Her career also includes leadership roles at Transamerica and T. Rowe Price. Known for her relationship-first approach, Elizabeth specializes in advisor transitions, succession strategy, and business development. Mark Koski, Regional Director: Mark Koski is Regional Director for Greater Heartland Financial Group, where he leads the Investment and Financial Planning pillar. Joining Prudential in 2013, he built a successful advisory career, earning MDRT status and multiple conference qualifications before stepping into leadership. Under his direction, the firms financial planning revenue has increased tenfold and earned the 2023 Presidents Trophy. Mark lives in Lake St. Louis, Missouri, with his wife, Kayleigh, and enjoys sports and outdoor activities. Adam Maddox, Associate Managing Director: Adam Maddox is Associate Managing Director for Greater Heartland Financial Group, where he coaches advisors on growth, branding, client engagement, and succession planning. A graduate of the University of Central Missouri and former baseball player, Adam brings teamwork and leadership to every advisor partnership. He lives in Prairie Village, Kansas, with his wife, their two children, and their dog. Outside of work, he enjoys golfing and Kansas City sports. Our Ideal Candidate: Youre passionate about making a difference in people's lives and dedicated to helping clients meet their financial goals. You possess an driven mindset and are eager to learn. No prior financial licenses? No problem! Well help you obtain the necessary certifications to succeed in this role. Youre ready to take ownership of your career, learn new skills, and build a meaningful practice. Qualifications: No prior financial licenses requiredtraining and support provided. A strong desire to help others and build relationships. Excellent communication skills and the ability to work well in a team environment. An driven spirit with the drive to achieve success. Position Benefits and Compensation: Competitive compensation with potential for performance-based bonuses. 401(k) with matching contributions. Cash Balance Pension Plan and pension enhancement opportunities for top financial professionals. Medical, dental, and vision benefits, along with healthcare reimbursement accounts. Life insurance, accident insurance, and disability income coverage. Mutual fund investment plans and business development programs. Apply Today to Start Your Career as a Financial Advisor with Prudential! Flexible work from home options available.

We are seeking a local professional to join our team as an additional Financial Advisor. Job Responsibilities: Serve Your Clients: 1. Cultivate strong relationships with members by consistently using the prescribed sales process. 2. 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. 3. Meet or exceed credit union cross-selling goals as established in the credit union commitment letter. 4. Present a professional image in all interactions both personally and professionally. Run Your Office: 5. Consistently and effectively utilize all tools, technology, and resources as prescribed by CUNA Brokerage Services, Inc., and the Credit Union. 6. Adhere to all FINRA and insurance rules and regulations, as well as to all company policies. 7. 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: 8. Meet or exceed individual production goals - with an appropriate product mix. 9. Continually strive to grow business via Lobby Days, seminars and workshops, execution on system of referrals, segmentation of book of business, etc. 10. In collaboration with the Credit Union, create and execute on an annual Marketing Plan. Other: 11. Attend and participate in CUNA Brokerage Service, Inc., meetings, virtual and face to face, as scheduled. 12. Other duties as assigned. Job Requirements: 1. Bachelor's degree in Business, Finance, Insurance or equivalent trade-off in professional work experience. 2. Minimum of three (3) years of successful financial services sales experience with verifiable commission history of at least $150,000 Gross Dealer Concessions. 3. Demonstrated ability to effectively build business relationships with diverse clients. 4. Demonstrated ability to translate complex information, create and deliver an effective message scaled to the appropriate audience. 5. Life/Health License(s) 6. Series 7, 63/65 and/or 66 Licenses. 7. LUTCF, CLU, ChFC or CFP designation preferred. SKILLS AND CERTIFICATIONS selling securities selling insurance F2F client meetings with production background familiar with the financial institution model of branches IDEAL CANDIDATE Someone who does not need to be coached or trained. If given solid resources, they can create a business plan and work the branch channels for prospects, referrals, etc. Good communicator, good with people, can train and mentor others, but can also write business. IDEAL CANDIDATE SHOULD HAVE WORKED FOR THE FOLLOWING COMPANY(IES): Open to companies, but would not be ideal if one-sided in just insurance or just securties. We need them to be well rounded in their experience with both areas of planning. 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.

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

About this Role Performs duties to support the personal production goals and customer service objectives for all assigned Branches and/or book of business. In addition, the role of the financial advisor is to establish value-added relationships with clients and prospects, to understand their financial needs, and to offer solutions for those needs. In this Role You Will Meet and profile prospective clients, review investment goals, prepare presentations, recommend investment products, follow up on client contacts, and help customers meet their needs through the sale of investment and securities products, with an emphasis on Advisory solutions. Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances. Build strong relationships with customers of the institution, profile and execute on new business, effectively work an existing book of business, assess customer needs and recommend the right combination of products and solutions by consistently using the prescribed sales process. Adhere to all FINRA and insurance rules and regulations, as well as to all company policies. Complete all required compliance, regulatory and subject matter training and attend various organizational required meetings. Achieve sales and revenue goals and meet certain professional growth and development goal Organize and assist with the delivery of branch seminars and ensure appropriate follow-up from these events. Participate in execution of local marketing development plan. Responsible for maintaining existing client relationships and following up with clients to manage future investment needs. Qualifications, Competencies and Skills POSITION SPECIFICATIONS: KNOWLEDGE, SKILLS - ABILITIES Financial advisors must be able to meet basic client investment needs, including: Growing and protecting assets Funding for a secure retirement Funding for child's or grand child's educations Growth above inflation and taxes Protection of assets from unexpected / large scale healthcare expense Protection of assets from estate taxes QUALIFICATIONS/EXPERIENCE FINRA Series Securities Industry Essentials Examination, 7, 63 registrations required; IAR (65/66 or appropriate designation) Life, Health - Variable Licenses Three years financial services sales - service experience preferred Strong people, sales, and relationship skills Proven oral and written communication skills Self-starter eager to develop and expand knowledge

Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the Winning Team at The Zara Group! Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with The Zara Group of Northwestern Mutual! Why Current and Former Athletes Could Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes could excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Heres why athletes could thrive with us: Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients. Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career. Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives. Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity. Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients. Meet some of our local team, many who have excelled in athletics: Jim Zara Wealth Management Advisor How long with NM? 34 years. Prior Experience? Prior to joining NM, Jim graduated from the University of Missouri's Business School. Passionate About? Jim is passionate about his familyhis wife and their three children. Outside of work, Jim is an avid supporter of Mizzou sports, particularly football and basketball, where he enjoys game days from his suite on the 50-yard line. He loves the outdoors, especially hunting and fishing, with memorable trips to Africa and Alaska alongside his son. Jim also values coaching, leadership development, personal growth, and maintaining a healthy lifestyle. Cassandra Clemens Director of Recruitment and Selection: How long with NM? 4 years. Prior Experience? Graduated from Mizzous Journalism School in 2010. Spent 3 years selling Personal Lines Insurance before transitioning into a Sales Training & Development Specialist role for a large insurance and travel organization, where she worked for 7 years. Passionate About? Outside of business, Cassandra is passionate about traveling and spending weekends at the Lake of the Ozarks, where she enjoys boating. She co-runs an online boutique with her aunt and splits time between St. Louis and Arizona to visit family. She loves being active outdoors, especially hiking with her Chocolate Lab. Jesstine Kemper Financial Advisor: How long with NM? 6 years. Prior Experience? Before joining NM, Jess held leadership roles in various departments within the casino industry, working as a hotel manager, casino floor supervisor, slot supervisor, and marketing manager. Passionate About? Jess loves spending time with her husband and their 1.5-year-old son. They recently renovated a historic 1890s home in Soulard and enjoy exploring new restaurants in St. Louis, especially those featuring ethnic cuisine. Adventurous travelers, they are committed to leaving the country at least once a yearher favorite destination is Vienna, Austria. Brian LaValle Private Wealth Advisor: How long with NM? 22 years. Prior Experience? Before joining NM, Brian worked in software sales and engineering. He started his career as an engineer and later founded a small company, where he was responsible for software architecture and selling their products. Passionate About? Brian is deeply committed to his family, including his significant other, his four children, and six grandchildren. He loves spending time outdoors, especially hunting and fishing, and enjoys relaxing on his property in Bowling Green, MO. Jakob Junker Financial Representative: How long with NM? 6 months. Prior Experience? Before joining NM, Jakob worked in the mortgage industry as a loan coordinator for a large U.S. lender. Passionate About? Outside of work, Jakob enjoys spending time with his fiance Sarah. They love hiking on his parents' farm in Warrenton, MO, with their Pit Mix. Jakob is an enthusiast of trying new microbreweries in downtown St. Louis and enjoys playing slow-pitch softball. He is also a big fan of attending sporting events, especially Cardinals and Blues games. Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jim Zara is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Rockstar is recruiting for a fast-growing, client-focused retirement planning firm that specializes in guiding pre-retirees and retirees through a proven, consultative process. The client is dedicated to delivering exceptional financial advice, building long-term relationships, and maintaining the highest standards of professionalism and ethics. This is an opportunity to join a team that values measurable results, ongoing professional development, and a client-first approach. Mission of the Role The Producing Financial Advisor's mission is to guide qualified pre-retirees and retirees through the firm's retirement solutions process, converting prospects into loyal clients while maintaining the highest standards of professionalism, ethics, and care. The advisor is expected to master the Vision-Verify-Delivery system, communicate complex strategies in simple terms, and deliver measurable results that grow the firm's assets under management. Outcomes Expected 1. Consistent Production Results: Within the first six months, the advisor should close between 25%-35% of qualified appointments, with an average case size of approximately $500,000. Advisors will begin with about six new leads per week, achieving a 70% appointment show rate and maintaining consistent follow-up to drive conversions. By month six, production should average $2 million to $3 million in new assets per month. 2. Pipeline Development and Client Growth: Advisors are expected to build and manage a pipeline that steadily produces four to six new clients per month. By the end of the six-month ramp, the advisor should have personally brought in roughly 25 to 30 new clients totaling over $14 million in new assets. 3. Mastery of the Sales Process: Advisors must demonstrate clear mastery of the Vision-Verify-Delivery process-beginning with authentic discovery, identifying client goals, designing custom income and protection strategies, and closing with clarity and confidence. The advisor must use CRM notes, follow-up tasks, and tracking metrics to ensure complete accountability in every client relationship. 4. Training and Professional Development: Advisors are required to participate in three structured training sessions per week. These sessions cover advanced sales psychology, retirement income and insurance strategies, case study reviews, and role-play exercises. Active participation, contribution, and progress are non-negotiable expectations. 5. Client Experience and Relationship Management: Every new client must experience the firm's standard-organized, proactive, and relationship-driven. Advisors are accountable for maintaining a minimum 90% satisfaction score in client feedback, ensuring every relationship is well-documented, communicated, and transitioned smoothly to the service team. 6. CRM and Compliance Accuracy: Advisors must maintain perfect documentation within Wealthbox CRM, logging all meeting notes, next steps, and client updates within 24 hours of interaction. Compliance protocols and ethical standards must be observed at all times. Key Performance Indicators (KPIs) - Appointment show rate: 70% minimum - Closing rate: 25%-35% - Average case size: $500,000 - Monthly new clients: 4-6 - Monthly new assets closed: $2 million-$3 million - Training attendance: 3 sessions per week, full participation - CRM accuracy: 100% of meetings documented within 24 hours - Client satisfaction: 90% positive or higher Compensation Structure - Phase 1 (First 6 Months): Base salary + production bonus during ramp period to stabilize income and build pipeline. - Phase 2 (After 6 Months): Transition to commission-based structure tied directly to new business revenue, assets under management, and planning fees. Top producers typically earn $150,000-$300,000+ annually based on performance.

Analyst - Fireclay Partners (In-Person | Downtown Kansas City) About Fireclay Fireclay Partners is a Kansas City-based strategic advisory firm focused on M&A and capital advisory across multiple industries. Current coverage spans Industrials (aerospace, automotive, manufacturing), Energy, Natural Resources (chemicals, metals, renewables, agriculture), Financial Institutions, Technology & Services (industrial tech, automation), Consumer, Healthcare, and Real Estate. What You'll Do Build financial models & valuation work (DCF, comps, accretion/dilution). Create client materials: teasers/CIMs, pitches, management presentations. Support buy-side & sell-side execution: diligence, data rooms, process tracking. Drive industry & company research across our sectors, including transportation & logistics and energy focus areas where applicable. Help with BD & coverage: market maps, pipeline hygiene, target/buyer screens. Synthesize findings into client-ready insights for senior bankers & C-suite. This role is in-person at our downtown KC HQ; occasional client travel. What You Bring Bachelor's in Finance, Econ, Business, or related. 0-3 years in investment banking, consulting, corp dev/finance, or relevant internships. Strong Excel/PowerPoint; crisp writing & presentation. Organized, detail-obsessed, and comfortable juggling multiple workstreams. Nice-to-haves: CapIQ/PitchBook/Apollo; sector interest in industrials/energy/transport & logistics. Why Fireclay Direct exposure to live deals and senior decision-makers. Multi-sector learning with room to go deep where you're strong. Small, entrepreneurial team-outsized impact from day one. Fireclay Partners is an Equal Opportunity Employer committed to an inclusive workplace.

Why Jencap? We are one of the largest wholesale insurance intermediaries in the United States with expertise in wholesale brokerage, binding authority, and program management. The common thread woven throughout our success story is our collaborative and driven team of people. Our teams are empowered and work together to find solutions. We have a passion culture - with teamwork, collaboration and a focus on growing individuals and giving them the tools & development opportunities to have a successful career. 2026 Summer Insurance Internships- Multiple Locations Why consider an internship with Jencap, a leading national wholesaler? We are offering you a unique experience that will be both challenging and rewarding in addition to providing you with hands-on experience! The Internship Program will run for eight weeks beginning in June 2026. As an intern you will: Be assigned mentors and have a working relationship with them. Shadow staff members and join team meetings and activities. Be assigned meaningful work assignments with one of our core business units: Brokerage or Delegated Binding Authority Regularly engage with the Vice President of Training & Development and other interns on training and education hubs. Participate in a group assignment with other interns offering meaningful ideas through a final presentation to Jencap leaders at the end of the internship. Hiring in multiple Jencap offices: Redbank, NJ; Atlanta, GA; Springfield, MO; Houston, TX and NY, NY Who are our ideal candidates? Ambitious, Professional, Committed, Collaborative, Positive, Hardworking, Ethical Qualifications: Completion of two or more business courses at an accredited college Rising Senior status, May 2027 graduate Business major Application Requirements: Apply online and include a resume with a cover memo. Want the opportunity to build something new? Expand your knowledge and stretch your experience through new and emerging risks? Have your voice heard, your skills properly applied, and to add tangible value to an organization? You're in the right place. Jencap is dynamic, bold, tenacious, and trusted in the industry. Here, you are not just one of the many, you are one of us. We truly are better together. Jencap is an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin or citizenship status, sexual orientation, gender identity or expression, pregnancy, marital or familial status, disability status, medical condition, genetic information, military or veteran status, political affiliation, or any other characteristic protected by law. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard, as we believe that that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

To help and learn about the Consumer Banking Department. Assist with projects related to Consumer Banking and consultative selling environment. Work closely with those in department to promote and motivate employees in consultative sales and referrals, identify areas of improvement and efficiency for the department, other projects as arises. Daily direction on work will come from various supervisory and department staff. Will report to the Retail Sales Managers. Responsible for compliance with all banking regulations which are applicable to the job, including Bank Secrecy Act and information security initiatives. Reports to the Consumer Banking Regional Sales Managers. Develops and expands sales, technical, communication, and time management skills Attention to detail and accuracy in reports and documentation is required Strong sales skills are necessary Basic clerical skills needed (Word, Excel, printer, fax copy) Excellent customer service skills needed

As one of the largest institutional investors in the Unted States, The Missouri Local Government Employees Retirement System (LAGERS) is responsible for strategically managing a $11 billion portfolio that helps support the retirement security of Missouri's local government workers. Leveraging a multi-asset investment strategy, including public and private equity, public fixed income, private credit, real estate, infrastructure, natural resources and hedge funds, LAGERS strives to deliver steady, long-tern returns that help Missouri's local government employers provide secure, financially sustainable retirement benefit for their employees. The LAGERS paid investment internship program is an immersive, hands-on experience for intellectually curious and analytically driven students interested in financial investment, risk, and strategy. You will gain deep exposure to market research, financial modeling, and quantitative analysis, supporting real-world investment decisions and due diligence. Working directly with LAGERS investment team, you will sharpen your problem-solving skills and develop a strong awareness of market trends across various asset classes. Motivated individuals who are detail-oriented, adaptable, and demonstrate strong communication and teamwork skills apply now. What you will do: Research and Analysis: Conducts analysis of investment strategies and vehicles across equities, fixed income, real estate, private equity, and alternative investments. Due Diligence: Supports the IMR team in conducting qualitative and quantitative due diligence on potential investment opportunities. Portfolio Management Support: Assists in monitoring the performance of existing investments, updating and maintaining databases, and ensuring data accuracy and integrity for effective decision-making. Financial Modeling: Updates existing financial models and communicates with the investment team the results. Reporting: Prepares reports and presentations for both internal and external stakeholders, summarizing research findings, investment strategies, and performance metrics. Market Monitoring: Stays updated on market trends and economic developments that could impact the fund's investments. Collaboration: Works closely with the investment team to support the implementation of investment strategies. What makes you a great fit: You are a motivated university student motivated university student with a keen interest in institutional investing who anticipates graduating by the spring of 2027. (UPDATED) You thrive in an in-person, team orientated environment and are eager to contribute. You are available at least 15 hours per week, with flexibility around your classes. You are driven to grow, eager to sharpen your skills, and ready to dive deep into the world of investment management. Pursuing a CFA or CAIA certification or a career in business, finance, or analytics and this internship is ideal for you! Location: LAGERS office is in Jefferson City, MO, a convenient 30-minute drive from Columbia or 20-minute drive from Fulton. Salary: $25.00 per hour Recruitment Schedule: Interviews with best fit candidates will be conducted throughout the recruitment schedule. Tentative application deadline is October 31, 2025. As part of our application process, it is required that each applicant must complete a Culture Index Survey. The survey is a 2-question survey which will take 5-8 minutes to complete. For full consideration, both your application and survey must be submitted. After you apply, the link will be emailed to you or after you apply click the link. ****************************************

About this Role Performs duties to support the personal production goals and customer service objectives for all assigned Branches and/or book of business in the greater south county area of metropolitan St. Louis. In addition, the role of the financial advisor is to establish value-added relationships with clients and prospects, to understand their financial needs, and to offer solutions for those needs. In this Role You Will * Meet and profile prospective clients, review investment goals, prepare presentations, recommend investment products, follow up on client contacts, and help customers meet their needs through the sale of investment and securities products, with an emphasis on Advisory solutions. * Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances. * Build strong relationships with customers of the institution, profile and execute on new business, effectively work an existing book of business, assess customer needs and recommend the right combination of products and solutions by consistently using the prescribed sales process. * Adhere to all FINRA and insurance rules and regulations, as well as to all company policies. * Complete all required compliance, regulatory and subject matter training and attend various organizational required meetings. * Achieve sales and revenue goals and meet certain professional growth and development goal * Organize and assist with the delivery of branch seminars and ensure appropriate follow-up from these events. * Participate in execution of local marketing development plan. * Responsible for maintaining existing client relationships and following up with clients to manage future investment needs. Qualifications, Competencies and Skills Financial advisors must be able to meet basic client investment needs, including: * Growing and protecting assets * Funding for a secure retirement * Funding for child's or grand child's educations * Growth above inflation and taxes * Protection of assets from unexpected / large scale healthcare expense * Protection of assets from estate taxes QUALIFICATIONS/EXPERIENCE * FINRA Series Securities Industry Essentials Examination, 7, 63 registrations required; IAR (65/66 or appropriate designation) * Life, Health - Variable Licenses * Three years financial services sales - service experience preferred * Strong people, sales, and relationship skills * Proven oral and written communication skills * Self-starter eager to develop and expand knowledge Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future. Diversity At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you. First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status. The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to, prior experience, skill set, training, and other internal business and organizational factors. First Bank generally does not hire at or near the top of the range below. The range is driven by the geographic location of our estimated hiring location; however, the specific range may vary depending on the geographic location for remote positions. Compensation decisions depend on the specific facts and circumstances of each hiring instance. A reasonable estimate of the current pay: $64,480.00