Finance advisor jobs in Norman, OK - 62 jobs

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.

**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + 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 (***************************************************************************************************************************

A Land Analyst at Griffin Investments helps drive the Ideal Team Player culture. About Griffin Investments: Griffin Investments is a privately held investment company established to build and manage a diversified portfolio of tangible assets alongside its affiliated operating company, Griffin Media. As Oklahoma's largest media company, Griffin Media includes six television stations, five radio stations, digital billboards, and online news platforms that reach audiences statewide. Griffin Investments manages a diversified portfolio with a primary focus on acquiring and operating oil and gas mineral and royalty interests across key U.S. basins. We deploy disciplined capital, source off-market opportunities, and apply rigorous title diligence to build a lean, high-performing ownership platform that delivers stable cash flow and long-term value. The Land Analyst ensures accuracy and integrity across ownership records, revenue decks, and back-office systems. Job Summary: The Land Analyst supports land operations by managing title, ownership, and portfolio data for Griffin's mineral assets. This role connects acquisition diligence with ongoing asset management - ensuring ownership is properly documented, tracked, and monetized while driving system accuracy and process efficiency. The Land Analyst reports directly to the Director of Investments. Job Responsibilities: Maintain and update the master ownership database, including deeds, assignments, conveyances, division orders, and production data. Conduct chain-of-title research and curative work, coordinating courthouse filings, digital retrievals, and resolution of title defects. Support asset onboarding by validating new acquisitions and ensuring all documentation is accurate and recorded promptly. Manage GIS and land system data-linking legal descriptions, spacing units, wellbores, and operator information. Monitor operator activity and communications; track permits, completions, and ownership changes. Assist with revenue and suspense resolution by reviewing division orders, statements, and payment discrepancies. Develop and refine operating procedures, onboarding checklists, and quality-control workflows to enhance efficiency and accuracy. Perform other job-related duties as assigned, including driving an automobile for company business. Job Schedule: This is a full-time position primarily working 40 hours per week. You may also be called upon at times to fill in other hours and days of the week to help cover vacations, illnesses, or special projects/events. This position may be eligible to work remotely on occasion and at the discretion of the supervisor. Qualifications Essential Qualities: Humble: A habit of sharing successes, putting the team first, and working for the good of the team. A “we” not “me” attitude. The ability to give and receive constructive criticism. Observe and employ the Golden Rule. Hungry: Exhibit a strong work ethic, drive, and willingness to take initiative. Smart (People Smart): The virtue of being interpersonally smart about the interactions and relationships of those you encounter. Positive Attitude: Exhibited by focusing on opportunities not problems, see the glass as half-full not half-empty. Sense of Urgency: How we react and respond. Skills and Requirements: Bachelor's degree preferred. 5+ years of oil and gas land administration or mineral title experience. Strong understanding of deeds, assignments, pooling orders, unitization, probate, and curative processes. Proficiency with land and royalty systems (Enverus, MineralSoft, MineralWare, or similar) and GIS data management. Advanced Excel skills and attention to detail across large datasets. Highly organized, deadline-driven, adaptable and comfortable managing multiple assets. Strong communicator with the ability to coordinate across acquisitions, finance, legal, county clerks, and third-party partners. Self-starter with a process-improvement mindset Must have, or be able to obtain, a valid Oklahoma driver's license and have a driving record acceptable to the company. Ability to perform other job-related duties as assigned. Capable of handling the physical and mental requirements including: ability to verbally communicate in English ability to read computer monitor information (words and data) ability to hear detailed spoken word ability to remain sedentary and to travel to work location ability to perform manual dexterity tasks with hands, fingers ability to analyze data, concentrate, reason, and write ability to perform under emotional stress ability to lift 10 pounds unaided Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

CX Institutional, LLC d/b/a Credent Wealth Management is a $4.0 billion Registered Investment Advisor (RIA) headquartered in Indiana, offering a uniquely human-centric approach to wealth management through commission-free, transparent, and impactful financial planning and investment strategies. Since its inception in 2018, Credent has grown rapidly through a combination of organic growth and 10+ strategic acquisitions focused on providing advisors with a customized, cooperative transition as they build their succession plans. Credent's culture creates lasting, meaningful relationships, enabling advisors to do their best work while ensuring clients can maintain their standard of living without financial worry. In 2024, Forbes recognized Credent as one of the top RIA firms in the U.S. For more information, visit Credent Wealth Management. Purpose: As part of the Wealth Management Team, the Wealth Advisor leads and drives business development growth, client experience and retention. This role is responsible for obtaining new Households through management of a lead pipeline by means of proactive introductions, unsolicited referrals, social and education events, firm generated prospect introductions and advisor networking. The Wealth Advisor leads prospects through the New Client Core Process of qualifying, discovery, proposal, and implementation. The Wealth Advisor ensures adherence to the Wealth Management Core Process by the team to provide a Raving Fan experience to clients above and beyond expectations. This role is responsible for instilling hope and confidence in the eyes of clients and prospects to build long-lasting, trusting relationships resulting in client retention and client driven introductions to others. As a fiduciary, the Wealth Advisor delivers financial advice based on the clients' best interests. The Wealth Advisor works with the Wealth Management team, consisting of a Wealth Manager, Financial Planner, and Client Care Coordinator to serve clients an excess of $250,000. This team has regular client interaction, conducts outbound proactive calls, and actively participates in Goal Reviews and Portfolio Reviews. The primary metrics of a Wealth Advisor include net organic growth, discovery meetings held, net new households, and wallet share. Job Responsibilities: Leads the adherence of the New Client and Wealth Management Core Processes by all team members. Manages a pipeline of leads. Regularly host social events and gatherings with clients who provide prospects to the firm to establish and build relationships and rapport. Lead portions of the Wealth Management Core Process including participation in Set the Compass, First Goal Review, and annual Goal Reviews. Perform proactive calls to clients including annual Portfolio Review calls and quarterly stay in touch (SIT) calls. Manage relationships and build confidence with current and prospective clients Lead client investment management strategy recommendations Utilize Salesforce to manage prospects, client relationships and accounts. Maintain objective goals on a weekly basis, such as number of calls, leads, discovery, proposals, and new households Remain knowledgeable of the policies and regulations of regulatory bodies to ensure compliance with all work activities. Work with all other team members in a way that is conducive to the mission, values, and beliefs of the company to provide customer service beyond expectations Hours: Monday through Friday; 8:00 am - 5:00 pm plus occasional evenings and weekends. Travel will be 25% Meetings and events may require work outside normal office hours and outside of the office. Knowledge, Skills, and Abilities: Ability to qualify prospects, identify pain points, and move through the sales funnel. Ability to present material and concepts to groups or individuals in a compelling and effective manner that establishes hope and confidence. Possess a high level of sales acumen. Leadership skills to hold others accountable to deliver consistent, high quality service deliverables Education and Experience: High School Diploma, or GED, Bachelor's Degree preferred 5 plus years of proven sales experience Financial services experience helpful Series 65 or 66 highly preferred

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP ) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

The Category Management Advisor - Proppant & Last Mile has an overall responsibility to drive commercial value, operational excellence and enhance Continental Resources' competitive position through end-to-end category management within the Proppant & Last Mile categories. This position will partner with business unit teams across the organization to develop and execute category sourcing strategies, focused on minimizing total cost of ownership and maximizing service quality. Duties and Responsibilities Establishes category strategies, leads strategic sourcing activities, negotiates with key suppliers and executes contracts to enhance Continental Resources' competitive position. Forecasts, manages and monitors proppant supply & demand, last mile logistics supply & demand, well-site deliveries, and operational excellence of proppant & last mile activities. Owns CLR's proppant quality management program and ensures strict compliance with requirements. Collaborates routinely with engineering stakeholders and key suppliers to ensure seamless continuity of day-to-day supply chain operations. Ensures accurate cost allocation and accounting for proppant & last-mile related expenditures. Builds and maintains relationships with internal stakeholders to identify business drivers and value-creation opportunities within assigned categories. Manages key suppliers and translates business requirements into fit-for-purpose solutions, driving total cost of ownership and efficiency benefits. Leads market intelligence efforts within assigned categories to anticipate changes in supply market conditions and capitalize on value-creation opportunities. Performs technical and commercial analysis to facilitate decision-making (i.e.: spend analysis, RFP evaluation, cost modeling, forecasting, etc.) Responsible for supplier relationship management, continuous improvement, enhancing Continental's competitive advantage and improving supplier quality. Other duties as assigned. Skills and Competencies Deep understanding of northern white and regional proppant supply markets, sand mining operations, last mile logistics & storage solutions (freight/truck/transload), and related well-site operations. Demonstrated proficiency in supply, demand and contingency planning (short and long term), in a highly dynamic environment. Understanding of strategic sourcing, 7-step strategic sourcing process, and category management methodologies. Strong proficiency in data analytics and data visualization (Excel, Spotfire, Tableau, or similar). Understanding of and ability to apply total cost concepts. Excellent oral and written communication skills; strong presentation and influencing ability. Drives results - Consistently achieving results, even under tough circumstances. Instills trust - Gaining the confidence and trust of others through honesty, integrity, and authenticity. Ensures accountability - Holding self and others accountable to meet commitments. Required Qualifications Bachelor's degree from an accredited college or university Minimum of eight (8) years of related experience. An acceptable pre-employment background and drug test. Preferred Qualifications Bachelor's degree in Business, Finance or Economics 15+ years of strong operational, technical and supply chain experience with proppant & last mile spend categories, within upstream Oil & Gas industry Deep understanding of cost drivers, relevant cost indices, and total cost of ownership/operation for proppant & last mile commodities. Track record of value/solution delivery and demonstration of strong business acumen Physical Requirements and Working Conditions Requires prolonged sitting, some bending and stooping. Occasional lifting, up to 25 pounds. Manual dexterity sufficient to operate a computer keyboard and calculator. Continental Resources, Inc. provides equal employment opportunities and access for all applicants and employees without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, national origin, age, disability, genetic information, veteran status, or any other category protected by law.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Merrill Wealth Management Work with a team of experienced Merrill employees to learn key aspects of wealth management, including investment and banking products and solutions, relationship building, digital capabilities and client interaction. Interns play a critical role in assisting with client service opportunities, client engagement, acquisition efforts, and relationship management. The campus internship program is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team. The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in: Developing a book of business in order to meet and exceed established performance hurdles Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning Organizing and managing resources (time, people, budget) to run a productive practice Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client Completing mandated training, assessments, performance goals and continuing education requirements Training and Development Your training and development are our top priority. Our team will support you with dedicated programs, including formal web-based and in-person training, on the job support, educational speaker events, professional development opportunities and mentorship throughout the summer internship program. As a summer intern your key tasks and responsibilities may include, but are not limited to: Client Service including client onboarding, account servicing, digital engagement Strategic projects focused on the client experience including Relationship Management, Operations and delivering the enterprise Grow your business knowledge by using a defined consultative approach with clients and projects to systematically identify client and business leader needs to recommend appropriate solutions Build your network through the collaboration with core banking and investment partners to prepare for a future career as a Merrill Financial Advisor We'll help you: Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from our-award winning Academy at Bank of America and local leadership who are invested in your success. Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities. Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: Candidates are required to be pursuing a bachelor's degree or a bachelor's direct to master's degree from an accredited college or university with a graduation time frame between November 2027 and August 2028 Displays confidence working as a self-starter in a sales role Applies relevant regulatory due diligence in daily activities and creating long-term client strategies Seeking a detail oriented, highly motivated individual who enjoys multi-tasking within a dynamic environment Superior relationship and interpersonal skills The candidate should respond well to evolving job duties and expectations Sets and accomplishes goals, achieving whatever you put your mind to Communicates clearly and confidently Works well with others and collaborates productively Thorough and will incorporate relevant regulatory due diligence into daily requirements and long-term strategies for clients Client service oriented- professional, courteous Preferred Qualifications: Learns and adapts to new technology or applications Executes multiple tasks simultaneously Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships 3.2 minimum GPA Bank of America is unable to consider candidates that will require visa sponsorship now, or in the future, for this specific role. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC. This job will be open and accepting applications for a minimum of seven days from the date it was posted. Travel: On needs basis Full / Part-time: Fulltime Hours Per Week: 40.00 Shift: 1st Shift

We're seeking a detail-oriented Financial Analyst to join our Corporate Finance team. This role focuses on G&A cost tracking and analysis, supporting company-wide financial planning and reporting. You'll collaborate with Finance, Accounting, HR, and other departments to ensure accurate models, forecasts, and insights that drive strategic decision-making. KEY RESPONSIBILITIES G&A Modeling: Maintain and update company-wide G&A models; ensure data accuracy and recommend improvements. Acquisition G&A Modeling: Integrate G&A cost structures from acquisitions into broader financial models. Management Fee Tracking & Analysis: Monitor and analyze management fee impacts on budgets, forecasts, and allocations. G&A Allocation Analysis: Evaluate expense distribution across departments and business units for accuracy and strategic alignment. Cross-Functional Coordination: Partner with Finance, FP&A, HR, and other teams to align assumptions, timelines, and reporting requirements. Reporting & Insights: Prepare clear, concise financial reports and summaries for leadership. Process Improvement: Identify and implement opportunities for efficiency and consistency in reporting and modeling. Qualifications REQUIRED QUALIFICATIONS Bachelor's degree in Finance, Accounting, Economics, or related field 1-3 years of experience in FP&A, accounting, corporate finance, or similar role Strong Excel skills; experience with financial modeling preferred Understanding of corporate cost structures Excellent communication and collaboration skills PREFERRED QUALIFICATIONS Experience in oil & gas or private equity-backed companies Familiarity with G&A allocation methodologies

Life Insurance • Financial Planning • Tax Strategy Job Type: Full-time or Part-time About the Role We are seeking a dedicated and motivated Financial Representative to join our team. In this role, you will be responsible for providing expert financial advice and services to clients, helping them navigate their financial goals, and manage their wealth effetively. The ideal candidate will possess a strong understanding of financial conepts, estate planning, and investment management, along with excellent customer relationship management skills. Pay Structure Compensation is based entirely on objective, quantitative performance results and offered across multiple income tracks --including commission-only options with uncapped earning potential, full ownership of your book of business and client relationships, and long-term residual income. Responsibilities Develop and maintain strong relationships with clients to understand their financial needs and objectives. Develop comprehensive financial plans that include investments, insurance, and retirement. Recommend and implement insurance strategies to protect clients' assets and income. Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Build and maintain a network of clients through referrals, community involvement, and professional associations. Engage in ongoing professional development to stay current with industry trends and best practices in financial services. Requirements Experience in financial sales or a related field is preferred but not required. Training is provided whether experienced or new to the industry. Ability to communicate clearly and effectively to clients. Relevant certifications or licenses in finance or investment management are preferred but not required at the time of application. Benefits Flexible schedule Professional development assistance Direct mentorship and training with Vice President Virtual training system to learn at your own pace Join us as a Financial Representative where you an make a significant impact on the lives of our clients by helping them achieve their financial aspirations through expert guidance and support. Hybrid Remote Five Rings OKC 1000 W Wilshire Blvd #220 Oklahoma City, OK 73116

Job Posting Title Financial Analyst Agency 840 OKLAHOMA WORKFORCE COMMISSION Supervisory Organization Oklahoma Workforce Commission Job Posting End Date Refer to the date listed at the top of this posting, if available. Continuous if date is blank. Note: Applications will be accepted until 11:59 PM on the day prior to the posting end date above. Estimated Appointment End Date (Continuous if Blank) Full/Part-Time Full time Job Type Regular Compensation $58,000 - $62,500 Job Description Basic Purpose Positions in this job family perform analytical work involving the collection and evaluation of agency financial data, budgetary control records and other information concerning agency expenditures and revenues to determine budget requirements, develop budget work programs, prepare proposed legislation and develop justification for requested funding levels. This includes the analysis of financial information concerning expenditures for payroll, capital projects, operating expenses, supplies and equipment, professional services contracts, and other costs, and of projected revenues from various fees, taxes, tolls, investments, appropriations and other sources and developing recommendations or proposals concerning appropriate changes. It also includes the allocation of projected revenues to various functions and activities, continuing review and evaluation of actual expenditures and revenue against budget projections and making adjustments or corrections as needed. Typical Functions The functions performed in this job family will vary by level, unit and organization, but may include the following: * Compiles data related to agency financial transactions and operations, revenues and expenditures. * Prepare fiscal reports, statistical data, and administrative documents as required * Coordinate the approval or denial of claims and invoices * Analyzes financial information concerning personnel, capital projects, supplies and equipment, professional services, and other expenses; determines budgetary requirements by function and activity. * Participates in surveys, studies, meetings and legislative hearings concerning agency financial requirements; provides assistance to agency managers and supervisors in preparing budget estimates and proposals; conducts research and analysis on proposed legislation or other factors affecting budget requirements. * Reviews revenue projections from appropriations, fees, taxes, tolls and other sources; matches projected revenue to projected expenditures; makes recommendations concerning changes in program goals, workloads, staffing patterns, funds distribution and other areas; identifies needs for changes in various sources of revenue. * Develops agency budget work programs, including justification; prepares proposed legislation. * Audit funding for reports and invoices * Maintain a Correction Report detailing data reported incorrectly or needs revision or needs revision * Review audit findings from an independent contractor and assist in developing a process to account for the findings * Assist with the implementation and administration of program changes in federal and state regulations * Train providers and maintain currency of program manuals Knowledge, Skills, Abilities and Competencies Knowledge, Skills and Abilities required at this level include knowledge of the principles and practices of organization and management; of public administration; of methods and techniques for conducting research and analysis; of various sources of revenue available to governmental agencies; of typical expenditures required to provide governmental services; of the principles and practices of governmental accounting and budgeting; of program evaluation techniques; of services which can be provided by other sources, including the private sector; of the legislative process; and of the principles and practices of effective communication. Ability is required to review and analyze financial data; to establish realistic budget goals, to organize and present facts and opinions accurately, to analyze and understand agency goals and objectives; and to establish and maintain effective working relationships with others. Education and Experience Education and Experience requirements at this level consist of a bachelor's degree in business or public administration, economics, accounting or finance; or an equivalent combination of education and experience in one of the above areas. Equal Opportunity Employment The State of Oklahoma is an equal opportunity employer and does not discriminate on the basis of genetic information, race, religion, color, sex, age, national origin, or disability. Current active State of Oklahoma employees must apply for open positions internally through the Workday Jobs Hub. If you are needing any extra assistance or have any questions relating to a job you have applied for, please click the link below and find the agency for which you applied for additional information: Agency Contact

Job Posting Title Financial Analyst Agency 840 OKLAHOMA WORKFORCE COMMISSION Supervisory Organization Oklahoma Workforce Commission Job Posting End Date Refer to the date listed at the top of this posting, if available. Continuous if date is blank. Note: Applications will be accepted until 11:59 PM on the day prior to the posting end date above. Estimated Appointment End Date (Continuous if Blank) Full/Part-Time Full time Job Type Regular Compensation $58,000 - $62,500 Job Description Basic Purpose Positions in this job family perform analytical work involving the collection and evaluation of agency financial data, budgetary control records and other information concerning agency expenditures and revenues to determine budget requirements, develop budget work programs, prepare proposed legislation and develop justification for requested funding levels. This includes the analysis of financial information concerning expenditures for payroll, capital projects, operating expenses, supplies and equipment, professional services contracts, and other costs, and of projected revenues from various fees, taxes, tolls, investments, appropriations and other sources and developing recommendations or proposals concerning appropriate changes. It also includes the allocation of projected revenues to various functions and activities, continuing review and evaluation of actual expenditures and revenue against budget projections and making adjustments or corrections as needed. Typical Functions The functions performed in this job family will vary by level, unit and organization, but may include the following: Compiles data related to agency financial transactions and operations, revenues and expenditures. Prepare fiscal reports, statistical data, and administrative documents as required Coordinate the approval or denial of claims and invoices Analyzes financial information concerning personnel, capital projects, supplies and equipment, professional services, and other expenses; determines budgetary requirements by function and activity. Participates in surveys, studies, meetings and legislative hearings concerning agency financial requirements; provides assistance to agency managers and supervisors in preparing budget estimates and proposals; conducts research and analysis on proposed legislation or other factors affecting budget requirements. Reviews revenue projections from appropriations, fees, taxes, tolls and other sources; matches projected revenue to projected expenditures; makes recommendations concerning changes in program goals, workloads, staffing patterns, funds distribution and other areas; identifies needs for changes in various sources of revenue. Develops agency budget work programs, including justification; prepares proposed legislation. Audit funding for reports and invoices Maintain a Correction Report detailing data reported incorrectly or needs revision or needs revision Review audit findings from an independent contractor and assist in developing a process to account for the findings Assist with the implementation and administration of program changes in federal and state regulations Train providers and maintain currency of program manuals Knowledge, Skills, Abilities and Competencies Knowledge, Skills and Abilities required at this level include knowledge of the principles and practices of organization and management; of public administration; of methods and techniques for conducting research and analysis; of various sources of revenue available to governmental agencies; of typical expenditures required to provide governmental services; of the principles and practices of governmental accounting and budgeting; of program evaluation techniques; of services which can be provided by other sources, including the private sector; of the legislative process; and of the principles and practices of effective communication. Ability is required to review and analyze financial data; to establish realistic budget goals, to organize and present facts and opinions accurately, to analyze and understand agency goals and objectives; and to establish and maintain effective working relationships with others. Education and Experience Education and Experience requirements at this level consist of a bachelor's degree in business or public administration, economics, accounting or finance; or an equivalent combination of education and experience in one of the above areas. Equal Opportunity Employment The State of Oklahoma is an equal opportunity employer and does not discriminate on the basis of genetic information, race, religion, color, sex, age, national origin, or disability. Current active State of Oklahoma employees must apply for open positions internally through the Workday Jobs Hub. If you are needing any extra assistance or have any questions relating to a job you have applied for, please click the link below and find the agency for which you applied for additional information: Agency Contact

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

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

**_What does Deal Management bring to Cardinal Health_** Revenue Management is responsible for developing, communicating, and leading the execution of market strategy and profitability optimization through pricing and value-capture activities at both the strategic and tactical levels. The group uses modeling, analytics, and econometrics to create pricing strategies for our products and services. Deal Management owns the entire pre-deal process, including collaborating with sales to translate offer strategy into a customer-specific deal strategy and pricing, facilitating the deal approval process and related governance, and financial modeling of deal economics across a variety of scenarios. This job family is also responsible for validating our contracts have the appropriate terms and conditions prior to finalizing the relationship. **_Responsibilities_** + Collaborate effectively across functions in Sales, Operations, and Finance to develop pricing strategies and models, in response to RFP and customer contract renewals. + Extract, manipulate, and prepare data and information from multiple sources and leverages findings to develop and recommend pricing strategies. + Create financial models, applying pricing analytics and other financial components related to the deal. + Communicate with Senior Leadership to facilitate questions and discussions related to the deal models to gain approval. + Communicate key pricing and rebate strategies and recommendations, while driving consensus and being comfortable when challenged. + Ability to grasp economic concepts (especially P&L statements), commercial processes, systems, and controls. + Managing the execution of a variety of price initiatives and ad-hoc analysis as needed to support business opportunities. **_Qualifications_** + 3+ years experience in related field, preferred. + Bachelors degree in related field, preferred, or equivalent work experience. **_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:** $80,900 - $103,950 **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:** 2/19/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

StartFragment CX Institutional, LLC d/b/a Credent Wealth Management is a $4.0 billion Registered Investment Advisor (RIA) headquartered in Indiana, offering a uniquely human-centric approach to wealth management through commission-free, transparent, and impactful financial planning and investment strategies. Since its inception in 2018, Credent has grown rapidly through a combination of organic growth and 10+ strategic acquisitions focused on providing advisors with a customized, cooperative transition as they build their succession plans. Credent's culture creates lasting, meaningful relationships, enabling advisors to do their best work while ensuring clients can maintain their standard of living without financial worry. In 2024, Forbes recognized Credent as one of the top RIA firms in the U.S. For more information, visit Credent Wealth Management. EndFragment

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP ) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

Job Description Financial Representative Life Insurance • Financial Planning • Tax Strategy Job Type: Full-time or Part-time About the Role We are seeking a dedicated and motivated Financial Representative to join our team. In this role, you will be responsible for providing expert financial advice and services to clients, helping them navigate their financial goals, and manage their wealth effetively. The ideal candidate will possess a strong understanding of financial conepts, estate planning, and investment management, along with excellent customer relationship management skills. Pay Structure Compensation is based entirely on objective, quantitative performance results and offered across multiple income tracks --including commission-only options with uncapped earning potential, full ownership of your book of business and client relationships, and long-term residual income. Responsibilities Develop and maintain strong relationships with clients to understand their financial needs and objectives. Develop comprehensive financial plans that include investments, insurance, and retirement. Recommend and implement insurance strategies to protect clients' assets and income. Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Build and maintain a network of clients through referrals, community involvement, and professional associations. Engage in ongoing professional development to stay current with industry trends and best practices in financial services. Requirements Experience in financial sales or a related field is preferred but not required. Training is provided whether experienced or new to the industry. Ability to communicate clearly and effectively to clients. Relevant certifications or licenses in finance or investment management are preferred but not required at the time of application. Benefits Flexible schedule Professional development assistance Direct mentorship and training with Vice President Virtual training system to learn at your own pace Join us as a Financial Representative where you an make a significant impact on the lives of our clients by helping them achieve their financial aspirations through expert guidance and support. Hybrid Remote Five Rings OKC 1000 W Wilshire Blvd #220 Oklahoma City, OK 73116 #hc217016

Flywheel Energy is a rapidly growing private oil and gas company focused on ‘ Building momentum where it matters .' The Finance Analyst - Rockies, reporting to the Finance Lead - Rockies, is a highly analytical, execution-oriented member of the Flywheel FP&A Team. This position is responsible for key inputs into the corporate model and multi-year planning cycles to deliver accurate reporting and comprehensive cash flow analysis. This role offers extensive cross-functional collaboration and the opportunity to influence high-impact decisions across the organization. 1. Corporate Finance Model Executes and ensures the timely and accurate input of all key operational drivers-production, costs, capital, pricing, hedges etc. -into the corporate financial model for current year plan, LE, and Long-term Plans and how inputs impact bottom line cash flow Coordinate with Accounting and Treasury to align on actuals, pricing, and equity projections. Partner with the commercial team to ensure all current and new hedges are accurately incorporated into financial models and fully aligned with strategic objectives. Validate inputs for 3-year plan and help produce outputs for leadership meetings. Lead in preparing and delivering one- and two-month flash reports, including detailed variance commentary versus plan, for distribution to leadership and financial sponsor. Primary liaison between business owners and FP&A to ensure business alignment of inputs. 2. Monthly Financial Reporting Review Monthly Financial Reports and provide detailed variance commentary. Analyze actuals versus Plan, Latest Estimate (LE), and Underwrite assumptions. Identify gaps in actuals visibility and implement solutions Collaborate with Accounting to ensure data integrity and timely close. 3. Performance Management Perform variance analysis by comparing latest estimates against actuals, plan, and underwriting assumptions to identify key drivers of performance over full year. Collaborate with stakeholders to validate assumptions, resolve discrepancies, and ensure accuracy in forecasting and reporting. 4. Process Improvements and Business Support Identify and implement process enhancements to improve accuracy, efficiency, and timeliness of financial planning and analysis activities. Develop scalable processes that support growth and reduce manual intervention in budgeting, planning, and variance analysis. Respond promptly to requests from field teams and leadership, ensuring accurate and reliable information is provided. Qualifications Qualifications Bachelor's degree in Finance, Accounting, Economics, or related field 2+ years of energy finance or FP&A experience Advanced problem-solving and interpersonal skills, adept at partnering with cross-functional teams to deliver accurate, actionable insights Strong curiosity and drive for accuracy Advanced Excel skills with a strong drive to adopt new tools that improve efficiency and streamline processes Candidate must be located in Oklahoma City or actively relocating to Oklahoma.