Finance advisor jobs in Portland, ME - 43 jobs

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

We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!

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.

The FP & A reports to and works closely with the Director of Finance, performing Financial Planning and Analysis for the company. Scope of your work will include quarterly, annual, and long-term financial forecasting for both GAAP and Governmental cost accounting purposes. You will also work closely with program managers, engineers, operations, and senior management. Job Responsibilities: Perform financial scenario analyses Analyze contract performance Calculate estimates for contract completion Prepare monthly reporting and government property reporting Create and validate revenue forecasts and monthly reports Prepare Estimate at Complete (EAC) audit workbooks Establish integrated revenue forecasting process using over tine revenue recognition methodology Support, analyze, and validate select contract EAC's Develop allocation procedures within SAGE for reporting overhead and G&A expenses Enhance current gross profit by customer and product line reporting and include analysis and recommendations Orchestrate the budget and forecasting cycles by department and function Report on monthly expense budget variances and make recommendations for improvement Assist the Cost Analysts with annual government incurred cost submissions What we need from you: Bachelor's Degree in Finance, Accounting, or a related field OR an equivalent combination of education and experience 10+ years of experience performing key functions in accounting and financial reporting 3-5 years of experience in general accounting and finance in a manufacturing environment Strong understanding of GAAP financial statements and accounting best practices General understanding of cost accounting Demonstrably effective organizational and interpersonal skills Strong personal organization, sensitive towards consistently meeting changing and challenging deadlines Creative problem solver, in-tune with senior management Extensive knowledge of Microsoft Excel Experience working with collaborative ERP systems

Job Description We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now! Compensation: $75,000+ at plan Responsibilities: Create customized financial plans suitable for each client based on potential life changes and changing financial needs Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives Gather each client's financial information to determine financial status, cash flow, financial goals, and financial expectations Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products Qualifications: Knowledge of the financial industry, financial products, best practices, and tax regulations is desired Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital A Bachelor's degree in business administration, finance, or a related field is required About Company Our mission is to provide financial security and peace of mind through our insurance, annuity, and financing solutions. We act with integrity and humanity in all our interactions with policyholders and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good. Everything we do has one overriding purpose: to be there when clients need us. We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve financial security.

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

When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide: Award-winning culture Inclusion and diversity as a priority Performance Based Incentive Plans Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability Generous PTO (including paid time to volunteer!) Up to 9.5% 401(k) employer contribution Mental health support Career advancement opportunities Student loan repayment options Tuition reimbursement Flexible work environments *All the benefits listed above are subject to the terms of their individual Plans . And that's just the beginning… With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today! General Summary:This role supports the production and management of commercial mortgage loan investments. Responsibilities vary by analyst and can include: (a) reviewing loan submission packages, researching/ analyzing market data, and underwriting mortgage loans; (b) preparing loan applications and (c) reviewing and valuing loans in the portfolio. Special projects and/or reporting functions may be assigned. Principal Duties and Responsibilities Review loan submission packages, research and analyze market data, and underwrite mortgage loans. Participate in production team meetings. Prepare loan applications, monitor collection of fees for rate lock, and input data in to mortgage loan database. Financial analysis of monthly and annual property operating statements and borrower financials. Special projects as assigned. Back up for team members. Assist other investment areas with related real estate issues, as needed. May perform other duties as assigned. Job Specifications BA or BS in business, finance or related field. Minimum 1-3 years commercial real estate/property management experience. Computer skills including Word, Excel; ability to learn new software. Ability to work independently within a team-oriented environment. Solid written and verbal communication skills. Independent analysis/decision making ability. #LI-AF1 ~IN1 Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide. Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status. The base salary range for applicants for this position is listed below. Unless actual salary is indicated above in the job description, actual pay will be based on skill, geographical location and experience. $52,000.00-$101,000.00 Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans. Company: Unum

This job includes a base rate plus commissions. Total Potential Annual Earnings: $60,450 - $210,000 Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products, and makes appropriate referrals to branch or to others on regional Financial Group market team. Monitors client investment performance and makes appropriate recommendations. Meets regularly with assigned branches to discuss sales ideas, referral opportunities, sales efforts, current investment climate, customer insights and results. Education and Experience: Bachelors Degree or equivalent education and experience Minimum 2-3 years investment and insurance sales experience required Skills and Abilities: Thorough knowledge of investment and insurance products and applicable securities and insurance rules and regulations. Strong communication and PC skills. Unblemished compliance record. Demonstrated team player and high quality service provider. Unique Job Characteristics and Requirements: NASD Series 6 and Life License. Series 7 preferred. If not Series 7 licensed, FC will be required to obtain license within 90 days. Tasks Performed: 50% Interviews and profiles customers/prospects to determine investment and insurance needs, recommend appropriate products, and makes appropriate referral to branch or to other members of regional market team. 20% Develops and executes individual business plan to meet sales goals. Maintains minimum assigned level of production consistent with individual or team goals 15% Monitors client investment performance and makes appropriate recommendations. 10% Cultivates and fosters proactive relationships with staff of assigned branches with regular meetings to discuss sales ideas, referral opportunities, results of customer meetings, and promotional campaigns. 5% Other duties as required Physical Requirements: Communicate effectively with internal and/or external customers Stationary 75% of time or greater Move Objects to Maximum 10 lbs Why Work at NBT At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success. Wellbeing At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally. Community Involvement NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace. Culture NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. Career Development Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential. Total Rewards NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan. Benefits for Full-Time Employees: Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. Parental Leave: Six weeks of paid leave at 100% of your salary. Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Flexible Spending Accounts: For healthcare and dependent care expenses. Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. Adoption Assistance: Supporting your growing family. Tuition Reimbursement: Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+ Hours/Week: Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Generous Parental Leave: Six weeks of paid leave at 100% of your salary. Benefits for All Part-Time Employees: Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future Paid Sick and Safe Leave: For your health and safety. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor assume sponsorship of an employment Visa at this time.

Sprague Energy is seeking a Sr. Energy Portfolio Analyst to join its Quantitative Analysis and Portfolio Management team at its Portsmouth, NH headquarters. As a key contributor on the Quantitative Analysis and Portfolio Management team, you will support enterprise-wide portfolio level decisions, help manage complex risks, contribute to existing and new products pricing strategies, collaborate with business leaders across departments to drive portfolio optimization and growth, lead the development of analytical tools, and participate in evaluations of various business development and strategic initiatives. The business areas of focus include but are not limited to Retail Natural Gas and Electricity, Refined Products and Terminal Operations, and other key areas where Sprague is providing energy products, services and solutions now or in the future. We are seeking a very well qualified, upbeat and energetic candidate, who excels in communication, interpersonal effectiveness and collaboration, thrives on challenges and is excited about the idea of strongly contributing to the success and growth of a fast-paced organization in the energy sector. The position will report to the Manager / Director of Quant. Analysis and Portfolio Management and will interact with team members from other Business Units and departments like Quant, BI and Data Analytics, BA, IT, BD, Marketing, Risk, Sales, Supply, Finance, FP&A, Treasury, Legal, Credit, Accounting and other Sprague and Hartree teams as well as present project results to the upper management and leadership team. Most portfolio analytics projects are carried out in close collaboration and supported by the Quantitative Analysis team. This position will be on-site at Sprague's headquarters office in Portsmouth, NH. Please include a resume and a cover letter explaining why you would like to pursue this job and list relevant professional and academic experience, skills, courses, and projects descriptions that would demonstrate you are a good fit. Key Responsibilities: * Maintain, develop and enhance portfolio-level analytics for pricing, hedging, optimization, forecasting and scenario analysis. * Monitor and manage complex energy positions to mitigate risk and maximize gross margin. * Help design and execute GM swing risks hedging strategies in collaboration with internal teams and external partners and counterparties. * Actively identify and act on portfolio risks and opportunities through continuous market analysis. * Proactively gain a deep understanding of Sprague's business, related market conditions, market fundamentals, business operations, data, systems, models, products, and processes. * Analyze new business opportunities and support the design of new products and growth strategies. * Provide analytical insights and recommendations to the leadership teams. * Lead cross-functional projects from scoping through delivery under tight deadlines. * Contribute to modern energy solutions that support customer needs and strategic portfolio balance. * Collaborate with IT, Quant, BAs, Risk, BI, Data and BU stakeholders on improving and developing portfolio tools, modern applications, web portals, ETRM systems, and innovative solutions for the growing Sprague energy business. * Keep version control, document, and create repositories of portfolio team models, functions and processes. * Build strong working relationships across Sprague, our parent company, Hartree Partners and outside business partners. Required Qualifications and Skills: * Master's degree and education in some combination of interdisciplinary areas of Finance, Economics, Risk Management, Applied Mathematics, Statistics, Actuary Science, Engineering or related field with strong coursework and foundation in quantitative disciplines. * Minimum of 3 years of experience in the energy industry in a similar role, involving analyzing and managing complex volumetric and market price risks and energy portfolio / assets optimization, structuring and pricing. * Good understanding of the energy markets areas like Retail / Wholesale Natural Gas, Refined Products, Electricity, Renewables, etc. * Deep knowledge of hedging strategies, energy derivatives, and portfolio risk analytics (e.g., VaR models). * Advanced skills in Python / R / MATLAB. * Excellent collaboration skills and teamwork oriented. * Ability to independently solve complex problems, conduct research, evaluate pros and cons and provide creative and commercially viable solutions. * Exceptional communication and interpersonal skills for cross-functional collaboration. * Ability to effectively coordinate various business requirements across teams. * Clearly present complex topics to various audiences, including C-suite * Business mindset with a focus on practical, phased solutions and impact delivery. * Good planning and project management skills. * Flexibility to switch priorities as needed and adaptability to fast-paced work environment. * Following the highest standards of ethics and respect for the individuals and the environment. Preferred Qualifications and Skills: * Certificates like FRM, CFA, PRM, Energy Risk Management, Actuary, etc. * Good data manipulation skills. (SQL, etc.) * Passionate about applying quantitative skills for managing, optimizing and growing complex energy portfolios. * Strong interest in the energy markets and topics like sustainability, energy transition, energy innovation, modern energy solutions to complex energy problems. Who we are: Sprague takes a collaborative, customer-centric approach to providing best-in-class energy products and related services throughout the Northeast. Founded in 1870, we pride ourselves on offering customers the expert solutions and high-quality service that help their businesses thrive in any market landscape. Sprague values innovation, safety, integrity and people. We know that our people are what set us apart from our competition, and we work hard to make sure each employee across our 20+ locations knows how important they are to our community. Come join us to learn why we are consistently celebrating 20-, 30-, and even 40-year anniversaries here at Sprague! Sprague is an EEO/AA employer. We strongly encourage minorities, females, Vets and individuals with disabilities to apply. As a federal contractor we adhere to OFCCP employment regulations. Click here for OFCCP compliance information

SCS Financial is seeking an experienced and highly credentialed Director, Client Advisor to join our Portsmouth office. This individual will play a key role in delivering comprehensive, customized wealth management solutions to ultra-high-net-worth individuals, families, family offices, and select institutional clients, including endowments and foundations. The ideal candidate is a seasoned wealth management professional with a proven track record of advising sophisticated clients across complex financial landscapes. They bring deep expertise in investment management, estate planning, and strategic financial planning, along with a strong understanding of the unique needs and expectations of this clientele. A high degree of discretion, professionalism, and a commitment to exceptional client service are essential. This role is based in Portsmouth, NH. Primary Responsibilities Serve as a trusted advisor, leading the development, execution, and oversight of clients' comprehensive financial strategies-including investment management, estate planning, tax coordination, and philanthropic goals Lead and facilitate client meetings and presentations, delivering thoughtful, tailored advice with clarity and confidence Analyze complex financial situations and present sophisticated wealth planning concepts in a clear, actionable, and client-friendly manner Act as the primary point of contact for a select group of ultra-high-net-worth clients, ensuring a responsive, proactive, and white-glove client experience Collaborate closely with clients' external advisors, including attorneys, accountants, and trustees, to coordinate and implement holistic financial solutions Anticipate and respond to evolving client needs with creative, strategic thinking and personalized advice Identify and implement opportunities to enhance internal processes, team collaboration, and service delivery efficiencies Contribute to business development efforts, including participating in prospect meetings, developing proposals, and helping onboard new relationships Mentor and guide junior team members, contributing to the professional development and strength of the broader advisory team Qualifications Minimum of a Bachelor's degree; CFP, CPA or estate attorney preferred; Series 65 required 7 + years of relevant professional experience in an investment, wealth management, estate planning, or tax/accounting environment Fluency in planning and/or investment topics Proficient in Microsoft Word, Excel, PowerPoint and Outlook applications Excellent organizational, prioritization, and time management skills Analytical with a strong attention to detail; Problem solve effectively High energy and highly self-motivated with the ability to thrive in an entrepreneurial environment Strong written and oral communication skills Willingness to travel on occasion for client meetings The annualized base pay range for this role is expected to be between $145,000-200,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-SF1 SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS puts clients' interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach. For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

SCS Financial is seeking an experienced and highly credentialed Director, Client Advisor to join our Portsmouth office. This individual will play a key role in delivering comprehensive, customized wealth management solutions to ultra-high-net-worth individuals, families, family offices, and select institutional clients, including endowments and foundations. The ideal candidate is a seasoned wealth management professional with a proven track record of advising sophisticated clients across complex financial landscapes. They bring deep expertise in investment management, estate planning, and strategic financial planning, along with a strong understanding of the unique needs and expectations of this clientele. A high degree of discretion, professionalism, and a commitment to exceptional client service are essential. This role is based in Portsmouth, NH. Primary Responsibilities Serve as a trusted advisor, leading the development, execution, and oversight of clients' comprehensive financial strategies-including investment management, estate planning, tax coordination, and philanthropic goals Lead and facilitate client meetings and presentations, delivering thoughtful, tailored advice with clarity and confidence Analyze complex financial situations and present sophisticated wealth planning concepts in a clear, actionable, and client-friendly manner Act as the primary point of contact for a select group of ultra-high-net-worth clients, ensuring a responsive, proactive, and white-glove client experience Collaborate closely with clients' external advisors, including attorneys, accountants, and trustees, to coordinate and implement holistic financial solutions Anticipate and respond to evolving client needs with creative, strategic thinking and personalized advice Identify and implement opportunities to enhance internal processes, team collaboration, and service delivery efficiencies Contribute to business development efforts, including participating in prospect meetings, developing proposals, and helping onboard new relationships Mentor and guide junior team members, contributing to the professional development and strength of the broader advisory team Qualifications Minimum of a Bachelor's degree; CFP, CPA or estate attorney preferred; Series 65 required 7 + years of relevant professional experience in an investment, wealth management, estate planning, or tax/accounting environment Fluency in planning and/or investment topics Proficient in Microsoft Word, Excel, PowerPoint and Outlook applications Excellent organizational, prioritization, and time management skills Analytical with a strong attention to detail; Problem solve effectively High energy and highly self-motivated with the ability to thrive in an entrepreneurial environment Strong written and oral communication skills Willingness to travel on occasion for client meetings About SCS Financial SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS puts clients' interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach. The annualized base pay range for this role is expected to be between $145,000-200,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-SF1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Your Next Opportunity Is Here - Urgently Hiring a Finance Analyst in Lewiston, Maine! Job Title: Finance Analyst Pay: $30-$35 per hour Hours: Full-time, 40 hours per week Are you searching for a career-focused financial role with meaningful impact and analytical depth? Join a mission-driven organization with a collaborative finance team as a Finance Analyst in Lewiston, Maine, where your expertise will directly support program success and financial sustainability. As a Finance Analyst, you'll play a crucial role in overseeing daily accounting operations, producing critical financial reports, and providing insights through forecasting and analysis that drive informed decision-making. You'll partner closely with the Financial Controller and program leadership to ensure financial accuracy and compliance. What You'll Do: As a Finance Analyst, you will be responsible for: Producing accurate and timely monthly, quarterly, and year-end financial program reports. Reviewing and analyzing financial information, advising finance leadership on irregularities or trends. Preparing and posting monthly journal entries. Leading monthly management reviews of financial reports. Preparing and submitting financial reports and billings to funding sources. Supporting annual audit preparation by maintaining required audit documentation and work papers. Coordinating with finance leadership and independent auditors to ensure all State and Federal awards are properly reported. Developing and maintaining contract reporting and compliance. Preparing contract financial reports and assisting with the resolution of audit or monitoring findings. Developing and maintaining detailed knowledge of assigned contracts. Assisting with agency and contract budgets and grant applications in partnership with program teams. Preparing financial forecasts in collaboration with program leadership. Providing guidance to program staff on coding, contracts, and financial procedures. Assigning and allocating work to a Staff Accountant and providing ongoing feedback, training, and coaching. Performing additional duties as assigned. What You'll Bring: The ideal candidate for this role will have: A Bachelor's degree in Accounting or Finance preferred (or equivalent professional experience). A minimum of four years of accounting or financial analysis experience; nonprofit accounting experience preferred. Strong proficiency in Microsoft Excel and Word; experience with Abila MIP software preferred. Knowledge of OMB regulations and financial compliance standards preferred. Strong organizational skills, attention to detail, accountability, and the ability to manage competing priorities independently. The capability to delegate work, coach staff, and collaborate across teams. Why Join Us in Lewiston? Competitive hourly pay with long-term stability. Opportunity to work closely with leadership and influence financial strategy. Collaborative, mission-focused workplace culture. Enjoy affordable health and prescription coverage with no waiting period. Benefits offered upon permanent hire. Retirement plan: 401(k) or pension. Location & Schedule: This position is on-site in Lewiston, ME and offers a full-time schedule of 40 hours per week. Ready to Take the Next Step? If you're ready to advance your career as a Finance Analyst in Lewiston, apply today or contact our recruiting team to learn more. Don't wait - we're hiring now! #BSCA

Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes. Our mission is to enhance lives and legacies. Analyst, Asset Transfers Portsmouth, New Hampshire We are looking for an exceptional Analyst in our Portsmouth, NH or San Francisco, CA office to support the growth of our firm. This is an opportunity to work alongside individuals who are united by a strong sense of teamwork, service and excellence. Our hallmarks of responsiveness, availability, dependability, and competency are among our highest priorities. Your Role As an Asset Transfers Analyst, you will play a supportive role in the operations for multiple family office clients. You will work closely with external custodians and with our internal Client Service team to assist with day-to-day money movements (e.g., wire transfers, checks, journals, ACH transfers). Additional responsibilities include supporting Client Service in managing private banking needs, custodian authorizations, recurring payments and vendor verification. Diligence and accuracy are key in this role as you will be handling high volumes of transactions and will serve as the last line of defense against fraud. Requirements and Qualifications Bachelor's degree with relevant coursework Prior RIA, family office, or financial services experience preferred Ability to work in a fast-paced environment executing day-to-day money movements (e.g., wire, checks, journals, and ACH transfers) for family office clients Partner with internal business partners to manage family office client private banking needs including, coordination and execution of custodian authorizations, establishing recuring payments, and vendor verification Assist and support a future Treasury Management System (TMS) implementation Strong ability to navigate complex infrastructures and processes Ability to identify high risk activities and promptly escalate Strong focus on control and risk mitigation Investigate payment discrepancies and proactively identify potential missing invoices and payments About You Have a positive attitude Are comfortable in a fast-paced environment with multiple tasks and projects at hand Can multitask and prioritize needs Have excellent time management and strong organizational skills Are self-directed and able to work without a lot of supervision Have a strong work ethic and ability to work well with other team members Are highly detail-oriented, accurate and self-motivated Enjoy solving problems Love taking on challenges and finding creative solutions Can communicate effectively with a broad range of stakeholders Are discreet in handling sensitive and confidential information Work well both independently and as part of a team Compensation & Benefits Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks. We apply a total reward philosophy when determining compensation terms. Our benefits package includes: Medical, dental & vision insurance - 100% of premium covered for employees 401k participation with employer contribution Generous paid time off Commuter benefits program (pre-paid tax dollars towards your commute) Fitness Reimbursement Annual Professional Development Stipend We are empathetic problem solvers and subject matter experts, committed to serving clients at the highest level of trust and partnership. Our hallmarks of responsiveness, availability, dependability, and competency are our highest priorities. Jordan Park is always seeking great talent. We are proud to be an equal opportunity employer, and we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability. We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records. For information about our privacy practices, including disclosures for California residents, please see our Privacy Notice Jordan Park is an SEC-registered investment adviser (RIA).

Job Purpose: The Finance Intern will support the financial reporting process and contribute to data analysis, enhancing the company's business planning initiatives. This role involves assisting with self-audits for Sarbanes-Oxley compliance, creating documentation for procedures, and providing support in various accounting tasks. Additionally, the intern will engage with employees to gain business insights and participate in special projects as needed. Job Responsibilities: In performing their respective tasks and duties, all employees are expected to adhere to Albany's current values: Albany Wins Together, Count on Each Other, Own Your Actions, Care About Each Other, and Share Your Enthusiasm. Safety must always come first; we never compromise on safety for the sake of achieving another objective. Employees are also responsible for the health and safety of themselves and each other. Assist with Financial Reporting Process: Support the finance team in preparing financial statements and reports by gathering and organizing relevant data. Assist with Data Analysis: Help analyze financial data to identify trends, discrepancies, and opportunities for improvement, contributing to informed decision-making. Participate in the Company's Business Planning Process: Engage in the business planning process by contributing insights and assisting in the development of financial forecasts and budgets. Assist in the Performance of Company Self-Audits for Sarbanes-Oxley: Aid in conducting self-audits to ensure compliance with Sarbanes-Oxley regulations, helping to identify areas of improvement in internal controls. Create Documentation to Evidence Executed Procedures: Prepare and maintain documentation of financial procedures and processes to provide clear evidence of executed tasks and compliance. Meet with Employees to Gain Business Perspective and Acumen: Collaborate with various departments to gain insights into business operations and financial impacts, enhancing overall business acumen. Participate in Special Projects as Requested: Take part in special finance-related projects as assigned by management, providing support and contributing to project goals. Attendance: Maintain regular attendance and active participation in team meetings to ensure effective collaboration and productivity within the finance department. Supervisory Responsibility: No

PlaneSense, headquartered in Portsmouth, New Hampshire, is an established aviation management company with over thirty years of industry expertise. Our company is recognized for its commitment to service excellence and ongoing innovation, continually advancing standards within aviation management. We are seeking a full-time Financial Analyst who is dedicated to driving business performance through rigorous financial analysis. In this role, you will support our accounting department by contributing to planning, reporting, preparing forecasts and budgets, and strategic initiatives. Working within a dynamic private aviation setting, you will collaborate with operational teams and leadership, providing critical financial insights that inform our organization's direction. If you possess strong analytical skills, attention to detail, and a collaborative spirit, we encourage you to apply and contribute to PlaneSense's continued success. Key Responsibilities Assist in preparation of monthly, quarterly, and annual financial reports and variance analyses. Lead in preparation of the annual budget process, including monthly expenses and capital budgets by department. Ensure the budget and forecast is uploaded into Oracle Fusion EPM and collaborate with our 3 rd party cloud-based management and IT consulting company as it relates to Oracle Fusion EPM. Organize financial data through developing and maintaining reports using Tableau or Oracle Fusion Develop and maintain financial models to support forecasting, budgeting, and long-range planning. Monitor new financial reporting processes and evaluate the potential impact on the Company Serve as the primary point of contact for departments about budgeting or financial data requests. Analyze all internal and external financial reporting to ensure accuracy or identify discrepancies. Prepare ad hoc analyses and presentations for leadership decision-making. Collaborate with other departments (such as Flight Operations, Maintenance, and HR) to understand business drivers impacting financial performance. Monitor and analyze key performance indicators (KPIs) relevant to private aviation operations. Assist with audit preparation and compliance reporting. Other duties as assigned for ad-hoc analysis Qualifications Education & Experience: Bachelor's degree in Accounting, Finance, Economics, or related field required. 5-7 years of financial analysis, accounting, or related experience preferred. Experience in aviation, transportation, or service-based industries a plus. Knowledge, Skills & Abilities: Strong analytical and quantitative skills with attention to detail. Proficiency in Microsoft Excel; Oracle Fusion, experience with ERP and BI tools (e.g., NetSuite, Power BI, Tableau) preferred. Working knowledge of accounting principles and financial statement analysis. Ability to problem solve and develop new procedures Ability to communicate complex information clearly and concisely. Strong organizational and time management skills. Ability to work independently and collaboratively in a team environment. Ready to take flight with us? If you're ready to apply your skills in a fast-paced, private aviation company and are passionate about supporting key business functions, we invite you to join our team and help us reach new heights.

**Be visionary** Teledyne Technologies Incorporated provides enabling technologies for industrial growth markets that require advanced technology and high reliability. These markets include aerospace and defense, factory automation, air and water quality environmental monitoring, electronics design and development, oceanographic research, deepwater oil and gas exploration and production, medical imaging and pharmaceutical research. We are looking for individuals who thrive on making an impact and want the excitement of being on a team that wins. **Job Description** **Job Summary:** The IFS ERP Financial Analyst will be responsible for working with the finance and accounting teams in the Teledyne Marine Businesses to help optimize/automate their business processes and environment. This position will be a mixture of project initiatives and support. Responsibilities include analyzing business processes and driving improvements within the Teledyne Marine business unit through collaboration with the IFS Core Team and key business system users. Scope is focused on IFS functionality, testing modifications, testing system patches, implementing system changes, training users on IFS functionality, and troubleshooting issues within the IFS ERP system in a cross-functional team environment. Areas of concentration for this position are financial (AP, AR, GL, and Projects), but functional knowledge of other areas would be a plus. **Job Knowledge, Skills and Abilities:** + Knowledge of and experience in the manufacturing industry + Strong knowledge of the IFS financial modules + Knowledge of other IFS modules is a plus + Basic understanding of databases and experience working with SQL or similar query tools is preferred + Strong analytical capabilities + Knowledge and experience in the use of Query Builder is preferred + Any knowledge and experience in the use of IFS Report Designer is preferred + Ability to listen, gather and document business requirements and translate into functional processes + Proven ability to gain expertise in new applications + Able to clearly communicate with IT and Business (individuals and teams) + Customer service focused **Essential Duties and Responsibilities** may include the following. Other duties may be assigned. + Optimize and improve accounting/finance business processes. + Assist with new implementations, requirements gathering, analysis, and support. + Review, analyze, evaluate, and document business requirements. + Configure and troubleshoot posting controls. + Analyze workflows, business processes and applications to enhance, automate, and expedite process improvements. + Review, analyze, evaluate, and document business requirements. + Configure, test, support, and troubleshoot application systems to meet business process requirements + Consult with, support, and train users on the use of IFS application processes. + Analyze data reporting requirements within finance related business processes and coordinate/facilitate report development and validation. + Document application system configurations and procedures and create other necessary documentation. + Responds to emergencies as needed. + Daily availability to include evenings and weekends when necessary to reach goals and deadlines. + Lead projects, provide user training, assist with testing, etc... as required. + This position will require travel, both international and domestic. **Supervisory Responsibilities** This job has no supervisory responsibilities but provides technical leadership to lower-level employees. This includes, but is not limited to training employees, planning, assigning, directing work and resolving technically related work problems. It also includes interaction with other technical teams (e.g. server team, client team, applications team, support team, etc.). Additionally, the position will assist the director in managing vendor relationships. **Qualifications** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed in this document are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. **Education and/or Experience:** + Bachelor's degree (B.S.) from four-year college or university in accounting, finance, a related field, or equivalent experience. + 5 years of work experience with IFS ERP Apps10 or IFS Cloud preferred. **Computer Skills** + Advanced knowledge and in-depth experience with IFS ERP systems. Other ERP experience is also a plus. + Proven ability to gain expertise in new applications. + Understanding of databases and experience working with SQL or similar query tools. + Microsoft Office Suite (i.e., Outlook, Word, Access, Excel, PowerPoint, Project, Visio, etc.) + IT security concepts and best practices (e.g. Microsoft, Cisco, etc.) Teledyne and all of our employees are committed to conducting business with the highest ethical standards. We require all employees to comply with all applicable laws, regulations, rules and regulatory orders. Our reputation for honesty, integrity and high ethics is as important to us as our reputation for making innovative sensing solutions. Teledyne is 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 veteran status, age, or any other characteristic or non-merit based factor made unlawful by federal, state, or local laws. You may not realize it, but Teledyne enables many of the products and services you use every day **.** Teledyne provides enabling technologies to sense, transmit and analyze information for industrial growth markets, including aerospace and defense, factory automation, air and water quality environmental monitoring, electronics design and development, oceanographic research, energy, medical imaging and pharmaceutical research.

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

When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide: * Award-winning culture * Inclusion and diversity as a priority * Performance Based Incentive Plans * Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability * Generous PTO (including paid time to volunteer!) * Up to 9.5% 401(k) employer contribution * Mental health support * Career advancement opportunities * Student loan repayment options * Tuition reimbursement * Flexible work environments * All the benefits listed above are subject to the terms of their individual Plans. And that's just the beginning… With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today! General Summary: This role supports the production and management of commercial mortgage loan investments. Responsibilities vary by analyst and can include: (a) reviewing loan submission packages, researching/ analyzing market data, and underwriting mortgage loans; (b) preparing loan applications and (c) reviewing and valuing loans in the portfolio. Special projects and/or reporting functions may be assigned. Principal Duties and Responsibilities * Review loan submission packages, research and analyze market data, and underwrite mortgage loans. * Participate in production team meetings. * Prepare loan applications, monitor collection of fees for rate lock, and input data in to mortgage loan database. * Financial analysis of monthly and annual property operating statements and borrower financials. * Special projects as assigned. * Back up for team members. * Assist other investment areas with related real estate issues, as needed. * May perform other duties as assigned. Job Specifications * BA or BS in business, finance or related field. * Minimum 1-3 years commercial real estate/property management experience. * Computer skills including Word, Excel; ability to learn new software. * Ability to work independently within a team-oriented environment. * Solid written and verbal communication skills. * Independent analysis/decision making ability. #LI-AF1 ~IN1 Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide. Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status. The base salary range for applicants for this position is listed below. Unless actual salary is indicated above in the job description, actual pay will be based on skill, geographical location and experience. $52,000.00-$101,000.00 Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans. Company: Unum

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College 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 to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.