Finance advisor jobs in Provo, UT - 300 jobs

Job Description Are you a seasoned financial advisor with a history of delivering exceptional results and building lasting client relationships, or a driven newcomer eager to break into the industry? If you're ready to leave behind the limitations of your current firm or career, Cambridge Financial Network provides the ultimate platform to amplify your expertise (or launch your career), design bespoke wealth‑management solutions, and skyrocket your success to new heights. Why work at Cambridge Financial Network? Great Earning Potential- Adopt a commission-driven structure with no earning limits, offering you the opportunity to fully unlock your financial potential. Own Your Book & Practice - Take charge of your client relationships and practice with confidence. We offer the tools and support to empower you to grow and develop your business in a way that aligns with your vision and goals. Culture - Excel in a hardworking and team-oriented workplace that fosters lifelong learning and professional growth, all while enjoying a fun, collaborative office culture that inspires creativity and connection. Flexibility and Support - Collaborate with our entirely remote team or in-person team while benefiting from expansive tools and technology, supported by dedicated in-house teams committed to equipping you with everything you need to thrive. Work-Life Alignment - Achieve the perfect balance between work and life as you cultivate a rewarding career. Enjoy the freedom to align your professional ambitions with personal priorities, shaping your work style in a way that truly suits you. Career Advancement- means the ability to go from being a brand-new financial advisor to building your own book of business to leadership roles -all while increasing your income, control, and impact Compensation: $50,000 - $120,000 yearly Responsibilities: Client Consultation: Meet with clients to understand their financial goals, needs, and risk tolerance. Financial Planning: Develop customized financial plans to achieve long-term and short-term objectives. Investment Guidance: Provide advice on investment options like stocks, bonds, mutual funds, and retirement plans. Tax Optimization: Advise on strategies to reduce tax liabilities while remaining compliant with tax laws. Insurance Planning: Recommend appropriate insurance policies to protect clients' assets and manage risks. Relationship Management: Build and maintain strong client relationships through regular communication and updates. Prospecting: actively identifying and reaching out to potential new clients who may need financial planning, investment advice, insurance, or other financial services. It's the front-end of the sales process-your lifeblood for generating new business. Qualifications: Active Life Health Insurance License. And/or Series 65 Minimum 2 years of experience as a financial advisor or wealth management professional. Proven expertise in building and sustaining strong client relationships. Demonstrated success in assessing financial goals and developing impactful strategies to achieve them. NICE-TO HAVES Sales background Entrepreneurial Mindset Prospecting experience Customer service background Please note that while the salary range listed is average for a first year advisor, the potential earnings for the role are upside About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.

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.

Dentist Advisors Salary: Open Type: Full Time - Experienced OUR VISION “A world where people embrace the habits of holistic financial health and live their present lives to the fullest.” Dentist Advisors has quickly grown from a small start-up to a nationwide leader in personal financial planning and investment management for dentists. Through deep expertise in the dental market, and significant investments in technology and educational content, we've unlocked a platform that delivers proactive and personalized advice to thousands of dentists across the country. Our corporate mission is to design and uphold the universal standard of holistic financial health ( for as many people as possible , as long as we can maintain quality). The dental vertical is large enough to sustain a very large organization, but we are continuously testing how to responsibly expand to other medical professionals and small business owners. Our Elements App (IOS native mobile) is set to be released in 2020, and will empower even more people to properly organize their finances, and make smart decisions when working with their professional advisors. Both our content marketing program and our technology are rooted in a long-term, behavior-first planning approach that empowers people to live in the moment. We believe the future of finance is a hybrid of deep, impactful human relationships made more efficient by excellent technology. THE POSITION We are seeking an experienced financial advisor who will help dentists embrace the habits of holistic financial health. Through collaboration with internal team members and industry partners, you will serve as the quarterback for your clients' financial plans to help them make smart financial decisions. You will oversee investment strategies, coach clients through complex financial decisions, and be a voice of authority within our firm. You will also participate in business building activities which include selling, business development, training, recruiting, social outreach, speaking, and content development. JOBS TO BE DONE Conduct initial consultations with prospective clients Design and implement financial plans for new clients Own the construction, implementation, and execution of investment plans Approve client-facing performance summaries Provide ongoing, proactive financial guidance for clients Mentor our associate advisors Use Salesforce CRM to manage daily tasks and monitor client activity REQUIRED SKILLS AND EXPERIENCE Bachelor's degree 3+ years of client-facing financial advisor experience Financial securities license Strong technical competence related to qualified retirement plans, investment accounts, tax strategy, insurance, corporate structure, real estate, personal finance, and debt management. Well versed in investment academics, MPT, 4-Factor model, passive management, and conversant in the science of investing. PREFERRED EDUCATION, SKILLS AND EXPERIENCE Bachelor's degree in finance, accounting, or business CFP or CFA designation Masters in Finance (MSF), Business (MBA), or Financial Services (MSFS) Experience working with dentists, medical professionals, or other high net worth clients Familiarity with Salesforce CRM and eMoney software WHO YOU ARE Strong interpersonal skills, with the ability to gain the trust of successful professionals Excellent written and verbal communicator Prioritize getting it right over being right Comfortable in a start-up environment Collaborative Willing to challenge clients, employees, and management directly Able to receive direct feedback constructively Organized Attentive to details Self-starter and learner Willing to adapt to rapid change Reliable WHAT'S IN IT FOR YOU? As innovators in the financial space, we believe real change requires collaboration among passionate people unified by the same mission, vision, and values. While some firms allow their culture to “happen” we consider it the most important part of our business strategy. We strive for a work environment where each employee: Feels safe and accepted Finds purpose Makes continual progress Maintains work/life balance Has fun This position's compensation package includes: Opportunity to start at the ground floor of a rapidly growing, funded start-up Group health insurance 401(k) retirement plan (up to 6% company match) Company-paid life and disability insurance Generous paid time off schedule Paid parental leave Gym membership Continuing education reimbursement Complimentary investment management service Quarterly offsite team building events Weekly office lunch / stocked onsite snack cupboard

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

Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need to design and deliver exceptional digital experiences! We're passionate about empowering people to create beautiful and powerful images, videos, and apps, and transform how companies interact with customers across every screen. We're on a mission to hire the very best and are committed to creating exceptional employee experiences where everyone is respected and has access to equal opportunity. We realize that new ideas can come from everywhere in the organization, and we know the next big idea could be yours! The Opportunity Are you looking for a thrilling opportunity in the field of predictive finance? This internship at Adobe gives you the chance to collaborate with industry professionals, using data to make financial predictions and develop strategies. Our Digital Experience business unit is seeking a motivated individual to join their team in the field of planning and analytics, working under the direct supervision of the Sr. Manager of Strategic Analytics. All 2026 Adobe interns will be co-located hybrid. This means that interns will work between their assigned office and home. Interns will be based in the office where their manager and/or team are located, where they will get the most support to ensure collaboration and the best employee experience. Managers and their organization will determine the frequency they need to go into the office to meet priorities. What You'll Do As a Data Science Intern - Predictive Finance, you will: Gather, analyze, summarize, and prepare data to train predictive AI/ML models for finance. Develop a robust program and method to maintain and govern existing and future models. Collaborate with cross-functional teams to integrate predictive models into business processes. Conduct data validation and ensure the accuracy and reliability of datasets. Help in crafting comprehensive documentation and reports that summarize model performance and insights. Contribute to the continuous improvement of our data science practices and methodologies. What You Need to Succeed Currently enrolled full time and pursuing a Data Science, Statistics, Computer Science, Finance, or a related field; or equivalent degree required with an expected graduation date of December 2026- June 2027 Ability to participate in a full time internship between May-September Strong analytical skills and a proven ability to work with large datasets. Proficiency in programming languages such as SQL, Python or R. Familiarity with AI/ML concepts and tools. Outstanding problem-solving skills and a keen attention to detail. Strong communication skills and the ability to collaborate effectively with team members. Experience with data visualization tools like Power BI or Tableau is a plus. Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets. The U.S. pay range for this position is $38.00 -- $51.00 hourly. Your recruiter can share more about the specific pay rate for your job location during the hiring process. State-Specific Notices: California: Fair Chance Ordinances Adobe will consider qualified applicants with arrest or conviction records for employment in accordance with state and local laws and “fair chance” ordinances. Colorado: Application Window Notice If this role is open to hiring in Colorado (as listed on the job posting), the application window will remain open until at least the date and time stated above in Pacific Time, in compliance with Colorado pay transparency regulations. If this role does not have Colorado listed as a hiring location, no specific application window applies, and the posting may close at any time based on hiring needs. Massachusetts: Massachusetts Legal Notice 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 law shall be subject to criminal penalties and civil liability. Adobe is proud to be an Equal Employment Opportunity employer. We do not discriminate based on gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other applicable characteristics protected by law. Learn more. Adobe aims to make Adobe.com accessible to any and all users. If you have a disability or special need that requires accommodation to navigate our website or complete the application process, email accommodations@adobe.com or call **************.

Job DescriptionDescription: Together, We're More Arete Collective is a real estate development firm based in Holladay, UT with expertise spanning land acquisition, planning, architecture, and construction. We focus on creating high-quality, sustainable communities that deliver both long-term value and exceptional design. Our integrated approach allows us to oversee every stage of development with a commitment to financial integrity and project success. Position Summary: The Investment Analyst supports the investment and capital markets function by conducting investment analysis, preparing financial models, and assisting with capital raising initiatives. This role provides analytical support for project financing, debt and equity structuring, and investor reporting, and will be critical to the firm's growth. Key Responsibilities: Support capital raising efforts, including debt and equity transactions, by preparing institutional-quality pitch decks. Build and maintain sophisticated, ground-up financial models (DCF) for large Master Planned Communities, utilizing granular assumptions to project cash flows, IRR, Equity Multiples, and Cash-on-Cash returns. Conduct investment analysis, ROI assessments, and scenario modeling to support executive decision-making. Assist in managing due diligence processes with lenders, coordinate with legal, appraisal, and title teams, and work with the onsite development teams to ensure proper funding needs are met Update draw schedules and cash flow forecasts to ensure optimal capitalization throughout the project lifecycle. Requirements: Bachelor's degree in Finance, Economics, Business, or related quantitative field. 0-3 years of experience in finance, investment banking, capital markets, or real estate finance. Proficiency with Excel and financial modeling tools Excellent analytical, communication, and problem-solving skills. Ability to manage multiple projects and deadlines simultaneously. Strong attention to detail and accuracy in financial analysis and reporting. Collaborative mindset and ability to work effectively across teams. This position works onsite in the Salt Lake City office 5 days per week. Occasional travel may be required. Relocation will not be provided for this position. About Us Areté Collective is a luxury real estate development firm based in Salt Lake City, Utah, specializing in the creation of high-end, sustainable residential and resort communities. With a fully integrated approach-from land planning and architectural design to marketing, sales, and hospitality operations-we craft distinctive, nature-connected living experiences. Founded in 2021, our team is made up of industry leaders with decades of expertise in design, development, and community building. At Areté, we are driven by a commitment to excellence, environmental stewardship, and thoughtful design that enhances both people's lives and the landscapes they inhabit. Follow us on Instagram, LinkedIn, and Facebook ********************** We are actively seeking to create a diverse work environment because teams are stronger with different perspectives and experiences. Areté Collective provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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 Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for 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 thru Friday, with 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 Desired Qualifications * Bilingual Proficiency - Spanish/English * 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: * Account Management * Advisory * Client Experience Branding * Customer and Client Focus * Oral Communications * Active Listening * Attention to Detail * Client Solutions Advisory * Issue Management * Pipeline Management * Causation Analysis * Client Management * Policies, Procedures, and Guidelines * Risk Management * Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth as you build your business. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective book through client referrals. **Key Responsibilities and Duties** + Manages time and resources efficiently and effectively + Develops and implements strategic and tactical plans with strong considerations to client challenges. + Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans. + Reviews client information, including financial statements, risk investment profile and cash availability. + Working in a team environment, grows book of business through identifying value-add products and services for clients and develops additional business through referrals. + Performs investment research and stays informed of developments in security markets in order to provide clients with up to date financial guidance. + Works in a team environment to maintain a book of business and meet or exceed annual sales targets. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 3+ Years Required; 5+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 7IC **Required:** + 3+ years financial services experience + Series 7, 63 and 65 (or 66) completed within 120 days of start date **Preferred:** + 5+ years financial services experience + Series 7, 63 and 65 (or 66) completed Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management **Anticipated Posting End Date:** 2026-02-28 Base Pay Range: $80,000/yr - $95,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . + For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . + For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)

JobID: 210701430 JobSchedule: Full time JobShift: : 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.

R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. Seeking and paying for medical care is a significant challenge for many Americans. As an R1 Financial Counseling Associate, you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their medical service(s). You will be expected to accurately and compassionately explain financial options and obligations during financial counseling sessions held directly with patients. In this role, a successful candidate must display excellent customer service, commitment to assisting patients, and attention to detail. * This role is FULL TIME Tuesday through Saturday 9:00am - 5:30pm. Bilingual Spanish preffered.* To thrive in this job, you'll need to be able to multi-task, use and navigate multiple systems, and communicate with compassion and authenticity to build trust with patients when discussing sensitive situations. Additionally, you will need to gain and display a thorough understanding of Medicaid and other funding programs to provide patients with clear and concise information. Previous experience as a financial counselor with a background in medical terminology, understanding State and Federal assistance programs, or relevant healthcare experience is a plus. Here's what you can expect working as a Financial Counseling Associate: * You will have the opportunity to help patients navigate some of the most difficult times in their lives by reducing financial burdens related to their medical care. * You will see, hear about, and/or be in the presence of illness and injuries. You may need to be up to date on all vaccinations (including but not limited to an annual flu shot), pass a drug test, and pass a background check prior to hire. * This is a fast-paced work environment; you will need to be able to communicate complex coverage enrollment information with patients and assist with their applications effectively and efficiently. R1 training and Financial Counseling leaders are ready to help you gain the knowledge you need to be successful in this role. * We at R1 care about your professional growth and development. Financial Counseling leaders are committed to fostering individual growth, and R1 provides a multitude of career and leadership development courses and programs. Requirements: * High School Diploma or GED * Excellent customer service skills * Compassionate communication For this US-based position, the base pay range is $15.35 - $23.13 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training. The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories. If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance. CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent To learn more, visit: R1RCM.com Visit us on Facebook #tj2022 #healthcare #customerservice #financialcounseling #banking #LI-TJ2022

LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at America First Credit Union invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. This role will require the employee to work on-site at the local bank branch located in Salt Lake City, UT. Job Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail client base designed to meet the individualized needs of each customer. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned branches. Responsibilities: Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate. Providing comprehensive, needs- based financial solutions to clients by offering a range of investment/insurance solutions Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives. Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements Delivering a high quality customer service experience during each customer interaction Building strong relationships with retail branch staff, supporting and motivating their referral efforts. Developing a complete understanding of the core institution products to support cross- selling opportunities and to generate referrals back to the institution where appropriate Meet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures and regulations governing products and services. What are we looking for? We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement. Requirements: High school diploma or equivalent (Bachelor's Degree Preferred) Minimum of two (2) years investment sales experience (preferably in a financial institution) Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66 Registration (If required by the state of hire. If required by state of hire and not active, must acquire within the first six months of hire) Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer Preferences: Demonstrated ability to sell products and services to investment clients; evidence of strong sales results Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space Excellent knowledge of investment/insurance products and financial planning Core Competencies: Strong self-motivation and ability to work independently Excellent verbal, written and interpersonal communication skills Possess strong organization skills Excellent customer service and business focus with a great attention to detail Effective research and analysis skills #LI-Onsite Pay Range:58,500 - 70,000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

SCOPE: While we may not have openings at this time, we are always looking to connect with talented individuals who align with our values and dedication to excellence. If you're interested in future opportunities at Christensen, we encourage you to submit your resume. We'll keep your information on file and reach out when a role that fits your skills and experience becomes available. ROLE OVERVIEW: Our Accounting and Finance team plays a pivotal role in managing financial health and ensuring informed decision-making. As a member of this team, you will handle financial reporting, analysis, and strategic planning to support our company's growth and stability. KEY RESPONSIBILITIES Prepare and analyze financial statements and reports. Manage budgeting and forecasting processes. Ensure compliance with accounting standards and regulations. Conduct financial analysis to guide strategic decisions. Collaborate with auditors and oversee internal controls. PHYSICAL & MENTAL DEMANDS Operates in a professional office environment. Regularly required to stand, walk, sit for long periods of times, talk, and hear. Repeating motions that may include the wrists, hands and/or fingers, with the ability to reach with hands and arms. This position requires the ability to occasionally lift office products and supplies, up to 20 pounds. COMPANY OFFERED BENEFITS As Christensen continues to fuel exponential growth, we pursue to offer a diverse portfolio of benefits coupled with our compensation and bonus incentive programs. A few elements of our benefit programs include: Health Insurance Benefits: Medical, Dental, Vision, plus Ancillary Plans. Flexible Spending Accounts for Health and Dependent Care, and Health Savings Accounts. Company provided long term disability and up to $50,000 of life insurance. 401(k) plan with a generous company contribution. Paid time off in addition to 7 company paid holidays. Parental Leave Program. Employee Assistance Program. Employee Recognition Program. Employee Referral Bonus Program.

Sonsoft , Inc. is a USA based corporation duly organized under the laws of the Commonwealth of Georgia. Sonsoft Inc. is growing at a steady pace specializing in the fields of Software Development, Software Consultancy and Information Technology Enabled Services. Job Description • At least 2 years of experience in translating functional/non-functional requirements to system requirements. • At least 4 years in Software development life cycle. • At least 2 years of experience in Capital Markets domain. • Fundamental understanding of a RDBMS is required( DB2/ Sybase) • Strong experience in Core Java, Unix • Experience with Hibernate, Spring IOC( v3) and Spring MVC • Ability to work in team environment and client interfacing skills. • Ability to work in a diverse/ multiple stakeholder environment • Strong Analytical skills • Experience and desire to work in a Global delivery environment • Experience building RESTFul web-services, HTML5/JS User Interfaces • Experience of developing front end using JSP and Javascript or AngularJS is an added advantage • Exposure to Eclipse / IntelliJ IDEA as the IDE for development. • Knowledge of TDD (test driven development). • User must have worked on one of the Unix or Linux systems before and must have clear understanding of Maven • Understanding of SVN . Understanding of Git is and added advantage. • Prior experience with a CI (continuous integration) tool like Jenkins or Teamcity. • Prior experience with one of the API's( JUnit) for unit testing is mandatory. Qualifications Bachelor's degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education. At least 4 years of experience within the Information Technologies. Additional Information ** U.S. Citizens and those who are authorized to work independently in the United States are encouraged to apply. We are unable to sponsor at this time. This is a Full-Time / Permanent job opportunity . • •• • Only US Citizen, Green Card Holder can apply. . ** All your information will be kept confidential according to EEO guidelines.

Why Join Our Talent Network? * Future-Focused: By joining our talent network, you will be among the first to learn about upcoming finance positions that match your skills, interests, and career goals. * Continuous Growth: We provide robust professional development opportunities, including seminars, workshops, certifications, and access to industry-leading thought leadership. * Collaborative Community: Engage with a vibrant, supportive community of finance professionals who share knowledge, mentor one another, and celebrate success together. * Cutting-Edge Technology: Work with the latest financial technologies, data analytics tools, and automation platforms to drive results and stay at the forefront of the industry. * Flexible Opportunities: Explore a variety of roles in corporate finance, accounting, financial planning & analysis, risk management, treasury, auditing, compliance, and more. Potential Future Finance Roles We anticipate possible openings in the following areas: * Financial Analyst * Senior Accountant * Finance Manager * Controller * Internal Auditor * FP&A Specialist * Treasury Analyst * Risk Management Associate * Compliance Officer * Investment Analyst * Payroll Specialist * Finance Business Partner * Tax Advisor Key Responsibilities (Depending on Position) * Prepare and analyze financial statements and reports * Support budgeting, forecasting, and long-term financial planning * Evaluate investment opportunities and conduct market research * Ensure compliance with accounting standards, tax regulations, and internal controls * Identify and mitigate financial risks * Collaborate with cross-functional teams to inform business strategy * Leverage data analytics and financial modeling tools * Drive process improvements and operational efficiency initiatives * Assist in audits and regulatory reporting * Advise on mergers, acquisitions, and capital projects as needed Essential Qualifications & Skills * Bachelor's degree in Finance, Accounting, Economics, or related field (Master's degree, CPA, CFA, or equivalent a plus) * Strong analytical and quantitative skills * Proficiency in Microsoft Excel and financial ERP systems; familiarity with data visualization tools is an advantage * Excellent written and verbal communication skills * Ability to multitask, prioritize, and manage deadlines in a fast-paced environment * Demonstrated integrity, attention to detail, and problem-solving ability * Passion for continuous learning and development * Team-oriented attitude with a collaborative mindset Who Should Apply? If you are an early-career professional seeking your first opportunity, a seasoned expert looking for your next challenge, or someone considering a career pivot into finance, we welcome your interest! We are committed to diversity, equity, and inclusion, and encourage candidates from all backgrounds to join our network. How to Express Your Interest Submit your resume Include a cover letter introducing yourself, outlining your career goals, key strengths, and the roles that most interest you Indicate your preferred location (remote, hybrid, or in-person) and areas of expertise What to Expect Next Our recruitment team reviews all submissions on a rolling basis. When future openings that align with your profile become available, we will reach out to invite you to complete a formal application process. This may involve virtual interviews, skills assessments, and opportunities to meet our team. We believe in transparent communication and will keep you updated on the status of your application. You will also receive invitations to networking events, webinars, and insights into our company culture and values. Our Commitment to You Confidentiality: All expressions of interest are kept strictly confidential. Accessibility: We provide reasonable accommodations for applicants with disabilities. Feedback: Constructive feedback is provided throughout the recruitment process. Development: Opportunities for ongoing learning, mentorship, and advancement are integral to our team. Ready to Take the Next Step? If you're passionate about finance and eager to make an impact, we invite you to join our future talent pool. At [Your Organization], your ambition meets opportunity. Let's shape the future of finance-together. For questions or to learn more, please contact us at ************************. We look forward to getting to know you and exploring how your unique skills and experiences can help us build a more innovative financial future.

As part of the Waystar (NASDAQ: WAY) Finance Team, this role is instrumental to the reporting, financial analysis, and forecasting for Waystar. This role involves conducting in-depth analysis using complex financial models, preparing deliverables for internal and external stakeholders, and communicating insights to senior leadership. Senior Analysts are expected to take ownership of business-critical analyses and collaborate closely with multiple departments to drive informed decision-making. We are looking for team members that thrive in a fast-paced, multi-tasking environment and are seeking an opportunity to advance their leadership and analytical capabilities. The Senior Corporate Financial Analyst plays a critical role in driving strategic planning, business performance analysis, and corporate initiatives. This individual partners with executive leadership and business units to support long-term planning, financial modeling, and key strategic projects that align with the company's overall vision and goals. WHAT YOU'LL DO Conduct advanced financial analysis, modeling, and reporting related to business operations and adjusted financial results. Prepare, analyze, and explain historical actual, adjusted, and projected financial information with increased autonomy. Create and update presentation materials for public company reporting, board meetings and reporting to debt holders, taking a lead role in the process. Develop financial models and perform scenario analyses to support strategic business decisions, including complex three-statement modeling and cash flow forecasting. Provide detailed reports and present analyses to executive leadership on an ad-hoc basis. Lead initiatives to identify opportunities for financial and operational improvements. Enhance business insights and reporting by leveraging PowerBI. Gathering, combining, and analyzing data from a variety of sources and systems Proactively and independently identify opportunities for improvement and communicate to management. WHAT YOU'LL NEED Bachelor's degree in Economics, Finance, Business, Accounting, Mathematics, or a related field. 3-5+ years of similar work experience. Assurance or advisory experience with Big Four accounting firms is strongly preferred. Attainment or pursuit of CPA, CFA, or other relevant certifications. Experience working for a publicly traded company or private equity-backed business. Strong understanding of financial metrics, accounting concepts, and US GAAP. Exceptional critical thinking and analytical skills, with the ability to work independently on complex analyses. Attention to detail and the ability to communicate financial information clearly to senior stakeholders. Self-motivated with the ability to manage multiple ongoing tasks and assignments. A passion for personal development, aspiring to be a subject matter expert and leader within the Finance team. Active use of artificial intelligence (AI) tools and techniques to enhance performance, drive innovation, and improve decision-making across business functions. Ability to leverage AI tools and platforms to streamline workflows, improve decision-making, and drive innovation. Curiosity and adaptability in exploring emerging AI technologies, with a mindset for continuous learning and experimentation. ABOUT WAYSTAR Through a smart platform and better experience, Waystar helps providers simplify healthcare payments and yield powerful results throughout the complete revenue cycle. Waystar's healthcare payments platform combines innovative, cloud-based technology, robust data, and unparalleled client support to streamline workflows and improve financials so providers can focus on what matters most: their patients and communities. Waystar is trusted by 1M+ providers, 1K+ hospitals and health systems, and is connected to over 5K commercial and Medicaid/Medicare payers. We are deeply committed to living out our organizational values: honesty; kindness; passion; curiosity; fanatical focus; best work, always; making it happen; and joyful, optimistic & fun. Waystar products have won multiple Best in KLAS or Category Leader awards since 2010 and earned multiple #1 rankings from Black Book™ surveys since 2012. The Waystar platform supports more than 500,000 providers, 1,000 health systems and hospitals, and 5,000 payers and health plans. For more information, visit waystar.com or follow @Waystar on Twitter. WAYSTAR PERKS Competitive total rewards (base salary + bonus, if applicable) Customizable benefits package (3 medical plans with Health Saving Account company match) We offer generous paid time off for our non-exempt team members, starting with 3 weeks + 13 paid holidays, including 2 personal floating holidays. We also offer flexible time off for our exempt team members + 13 paid holidays Paid parental leave (including maternity + paternity leave) Education assistance opportunities and free LinkedIn Learning access Free mental health and family planning programs, including adoption assistance and fertility support 401(K) program with company match Pet insurance Employee resource groups Waystar is proud to be an equal opportunity workplace. We celebrate, value, and support diversity and inclusion. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, marital status, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Magleby Construction is an award-winning custom, luxury residential builder located in the heart of Utah. For 50 years Magleby Construction has been well known for its professionalism and leadership. The company operates in Utah, priding itself in many successful residential, commercial and remodel projects. Twice recognized by the National Association of Home Builders as Custom Builder of the year in 2006 and 2016, Magleby Construction made history as the first custom builder to receive this prestigious award twice. Magleby Construction is seeking a motivated Finance & Operations Intern to support key functions across our finance, fleet, and insurance operations. This role is ideal for a self-starter pursuing or holding a degree in Accounting, Finance, or Business Analytics who enjoys working with data and learning how financial and operational systems come together to drive a company forward. The intern will support key financial and operational functions, including financial analysis, budgeting, cash flow forecasting, fleet and equipment tracking, and insurance program initiatives. This part-time position offers hands-on experience in a real-world business environment and reports directly to the CFO. The internship duration will be determined at the time of hire. Key Responsibilities Financial Analysis & Reporting Assist with monthly financial reports, trend analysis, and variance reviews Help track KPIs and performance metrics for company divisions and projects Support data collection and visualization using Excel, Power BI, or Business Central Cash Flow & Budget Support Participate in the preparation and review of company and project-level budgets Help update and maintain 13-week cash flow forecasts Support analysis of vendor spend, purchasing trends, and cost-saving opportunities Fleet & Equipment Management Help organize and analyze data for the company's fleet and equipment tracking systems Assist with utilization and cost analysis to inform replacement or purchasing decisions Support initiatives around fuel tracking, maintenance, and asset reporting Insurance & Risk Support Assist with data gathering for policy renewals and claims tracking Support documentation and reporting related to builder's risk, vehicle, and liability policies Recommend process improvements that align with company safety and insurance goals Qualifications Currently pursuing or recently completed a bachelor's degree in accounting, finance, construction management or business (with analytical or data emphasis) Strong analytical, organizational, and problem-solving skills High proficiency in Excel and familiarity with financial modeling or data visualization tools Ability to work independently and manage multiple tasks in a fast-paced environment Detail-oriented with excellent written and verbal communication skills What You'll Gain Real-world experience in construction finance and operations Exposure to leadership-level decision-making and cross-functional collaboration Mentorship from seasoned professionals in finance, operations, and risk management Potential for continued employment or future opportunities within Magleby Construction Magleby Construction is an equal opportunity employer and does not discriminate against any protected class including, but not limited to, race, gender, color, national origin, veteran status, disability, sexual orientation, and gender identity. We participate in E-Verify and pre-employment drug screening.

Brand Management Intern This is a paid internship providing up to 40 hours which can begin May 12, 2026, and extend through August 14, 2026. This is a part in-office (Salt Lake City, Utah) and part remote position. We will be filling two Brand Management Internship positions. Boncom is an advertising and communications agency. We develop innovative and strategic campaigns both traditionally and in the digital realm. We are fortunate to work for great organizations that are cause-oriented and who strive to do good in the world. Our staff is comprised of exceptionally talented team members who bring these clients' meaningful messages to life. We are currently looking for a person who is an energetic self-starter to join our team as an Account Management Intern. In this position you will be expected to assist with a wide variety of marketing, communications and support activities. Internship Job Responsibilities: Coordinate with internal teams on project timing and deliverables Capture meeting action items and summarize next steps Create and update asset and deliverable lists Help standardize agency best practices Assist in multi-channel campaign coordination: website, strategy, video, email, text and social Minimum Qualifications: Current student pursuing a bachelor's degree in advertising, communications, marketing or similar field in progress (please note the full-time hours of this position) or recent graduate (up to one year from graduation) Highly organized approach and strong project management skills. Experience with video production processes and management. Excellent written and verbal communication skills. Strong interpersonal skills. Strong understanding of Microsoft applications Ability to learn digital project management tools A Few Cool Perks... Paid internship ($17/hour) College credit eligible Full-time experience (up to 40 hours per week) Mentored by highly skilled Advertising Agency professionals Part in-office (Salt Lake City, Utah) and part remote position Great creative environment with fun culture and great people Fully stocked kitchen (in office) Relocation stipend offered to candidates moving to Utah to accept this summer internship position When you apply be sure to include: Resume Cover letter, with example(s) of your problem-solving skills We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Minority/female/disability PWDNET/veteran are encouraged to apply.