Finance advisor jobs in Richmond, VA - 220 jobs

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets under management, and is rapidly growing and expanding. We provide comprehensive, independent financial advice to our clients with one simple transparent fee. Based in central Indiana, we are committed to empowering the next generation and revolutionizing the financial services industry. Valeo provides competitive benefits including unlimited PTO, 401(k) with company match, and health coverage. Position Overview: As a Financial Advisor you play a key role in supporting client relationships by preparing and reviewing investment reports, conducting risk and cash flow analyses, and assisting with tax and estate planning strategies. You will collaborate closely with internal teams and external professionals to gather data, develop financial plans, and ensure the execution of follow-up action items from client meetings. Through our robust Advisor Development Program, you will receive consistent training, mentorship, and coaching to support your growth and success in the role. This is a client-focused opportunity for a motivated financial professional who values relationship-building, strategic planning, and acting in a fiduciary capacity. This position requires consistent in-person office attendance at our Richmond, Virginia office. Duties and Responsibilities: * Prepare and review reports of clients investments, risk, and cash flow analyses, and tax and estate planning. * Facilitate tax planning by gathering, summarizing, and collaborating with internal and external tax professionals. * Collect data, create plans using firm standard tools, and assist in presenting results. * Ensure the completion of technical/investment items from client meetings by confirming trades, coordinate with other professional service providers, seek insurance quotes, and research, and analyze investment opportunities. * Review client financials throughout the year to optimize deductions and credits, reduce tax liabilities, and manage credit. * Coach clients through estate pre-planning to lessen the time needed with an estate/trust attorney, gather and assist clients in gathering information such as bank account records, income tax returns, life, and disability insurance records, retirement plan information, and wills, and help to create reports, articles, and presentations on a variety of financial planning topics. * Follow Valeos systems and processes. * Other duties as assigned. Requirements: * Bachelors degree or higher from an accredited university. * Currently hold or actively pursuing CFP designation. * Knowledge of basic tax and intermediate-level financial planning questions. For more advanced questions, being able to research solutions and/or work with other team members to find an answer. * Ability to interpret various planning documents, including account statements, annuity contracts, life insurance policy documents, and tax returns. * Ability to serve as a fiduciary for every Valeo client. * A high degree of competence with Microsoft Office products and portfolio management and investment management software services. * Strong interpersonal and communication skills to convey services and short-and long-term implications of financial analysis and decisions to high-net-worth clients. * Demonstrate a high level of driving work ethic, organization, time management, proactivity, and strategic thinking. * Passion for securing clients assets and their financial goals and not focused on selling financial products. Valeo is an Equal Opportunity Employer. Valeo does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment decisions are based on qualifications, merit, and business need.

Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security. · 9 out of 10 of our Financial Advisors are veterans or military spouses. · With 165+ offices nationwide, many are located near military installations. First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters. What our Financial Advisors do: They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals. They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office. They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions. They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process. You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses. Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office. As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period. What to expect after training: At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses. We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities. Set your own schedule to manage work-life balance. Portable career opportunities throughout the United States which allow your career to move with you. Desired Qualifications: Military experience or affiliation Bachelor's degree Proven leadership skills Learn more about First Command: First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command.

North Star Resource Group is looking to find a candidate for a financial advisor position in Richmond, VA. We are looking for a recent college graduate or a more experienced individual in a position today not feeling fulfilled and looking to start in a profession designed around serving others and making an impact. Additionally, you will work under the guidance and mentorship of an experienced financial advisor. If you are looking for a career and profession that involves sales and marketing with the ability to have ownership and autonomy; while making an impact in your clients' lives, financial advising may be a good fit for you. By joining an organization where you can use your relationship building skills and your ability to meet and exceed goals, you will have the opportunity to build a world class, client centered practice. Many successful individuals in this position have served in leadership roles and often have some experience in sales and marketing. In addition, they have a history of making the right decision based upon their moral and ethical values. In this opportunity, you will learn about sales and marketing in the financial services industry and what it takes to be a successful Financial Consultant at North Star uses a comprehensive 3 phase on-boarding and development process that is designed to get you familiar with the career, fully licensed as a financial advisor, and ultimately help you build a sustainable business. Candidate Characteristics: Entrepreneurial Associate's/ Bachelor's Degree Incredible sense of urgency Self-starter Want to help people or make a lasting impact Interdependent Highly motivated Extreme desire to succeed and overcome obstacles A need to have ownership in what you do Minimum of 1 year of post graduate work experience Fully Licensed/Registered (Series 7, 66, Life/Health) - NOT REQUIRED - We provide sponsorship for those needing to pass these exams. “A very rewarding career after a lot of hard work” - Financial Advisor, (****************** We understand that it takes hard work to find success and we have designed a program that works to ensure that your hard work pays off! Some of the benefits of joining North Star Resource Group include: Competitive compensation package - average first year compensation = $40,000 to $120,000 - This is driven by financial consultant's success. Base compensation Commission program Bonus opportunities Experienced Mentorship and Coaching Comprehensive training and development program designed to ensure your success Family owned and operated, successful organization As part of this opportunity, you will work directly with a Senior Advisor who will become your mentor throughout the life of the position. In addition to a mentor who is an industry expert in their niche market, you will have access to training courses that are designed to educate you on the advisor role and to prepare you to successfully pass all the exams that are required to become a fully registered Financial Advisor. #LI-EK1

Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at SouthState Bank in Richmond, VA would allow you to join the Investment Program at SouthState Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at SouthState Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to SouthState Bank for financial solutions. This position will offer: The ability to service an existing book of business upon hire The ability to build a strong client base with the Bank's exceptional referral system Service Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals The opportunity to find new clients via the bank's client base The opportunity to create client solutions without proprietary products The ability to grow your business with LPL's combination of tools, technology, and support The benefit of LPL's experience helping financial institutions grow and maximize their investment programs The opportunity to capitalize on the bank's reputation and community standing As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes: Access to our proprietary technology and a suite of customized services An open architecture platform with access to thousands of investment products from leading third-party product sponsors Resources and expertise across the firm to help you create client solutions The freedom to create solutions specific to your client's goals Whatever your vision of success, we're with you every step of the way. Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with SouthState Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. ***REQUIRED DISCLOSURE(S) These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SouthState Bank. Tracking # 1-05026674 Pay Range:42000 - 50000 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.

At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. We offer in-depth knowledge and industry relationships in our core sectors of chemicals & materials, consumer, energy & power, financial services, healthcare, services & industrials and technology. Learn more about our investment banking team here. Our Associate internship program provides an opportunity for candidates to grow over the course of the summer by working in investment banking. As part of an industry team, interns will contribute to live deals and projects. The program begins with one week of orientation with the Summer Associate intern class, including training and team building. Each intern is paired with a peer and senior mentor throughout the program. Our Summer Associate internship program is a direct pipeline to full-time positions. Piper Sandler is currently seeking a 2026 Summer Associate in our Richmond, VA office. Eligibility: Enrolled in a full-time MBA program in the fall of 2025 Interest in a career in Investment Banking Available for a summer internship in 2026 Enjoy working hard as part of a team Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health and well-being. Learn more about our benefits program and how we are here for our employees and their families today, tomorrow and beyond. The anticipated starting salary for individuals expressing interest in this position is based on $175,000 per year. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance.

VACU Investment Group (VACUIG) is expanding our wealth management team throughout Virginia- Greater Richmond Area, Blacksburg, Roanoke, Harrisonburg, VA Beach, Norfolk Williamsburg & Lynchburg. The role of the investment consultant is to establish value-added relationships with VACU members , to understand their financial needs and to offer solutions for those needs. VACUIG is in partnership with Ameriprise Financial Group (AMPF) who serves as our Broker/Dealer. The candidate for this position will be an employee of AMPF., working within the VACU branches. ESSENTIAL DUTIES AND RESPONSIBILITIES Prospecting within the financial institution by establishing relationships with other client facing associates in order to generate referrals. This duty is performed weekly, about 20% of the time. Prospect outside the financial institution in order to build external referral sources as well as bringing new clients to the bank. This duty is performed weekly, about 15% of the time. Sell effectively by establishing relationships with customers, determining their needs and offering appropriate solutions in a manner that the customer sees the value, as well as understands the features and benefits of the products offered. This duty is performed daily, about 35% of the time. Engage in customer relationship management activities to increase wallet share per client and seek cross referral opportunities to other associates within the bank. This duty is performed weekly, about 20% of the time. Completes required BSA/AML training and other compliance training as assigned. This duty is performed as needed, about 10% of the time. Perform any other related duties as required or assigned. Requirements EDUCATION AND EXPERIENCE Broad knowledge of such fields as accounting, marketing, business administration, finance, etc. Equivalent to a four year college degree, plus 2 years related experience and/or training, and 19 to 23 months related management experience, or equivalent combination of education and experience. Outstanding verbal, written and listening communication skills. Superior customer service skills. Master at building relationships with customers. Ability to quickly compile, verify and calculate information to provide solutions and recommendations. Product knowledge. COMMUNICATION SKILLS Ability to write reports, business correspondence, and policy/procedure manuals; Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Benefits Full package includes health and retirement benefits, and life and long-term disability insurance Virginia Credit Union We're proud of the opportunities, training, benefits and work-life balance we provide to those who help people take their money further, and reach their goals sooner. We strive to provide a culture where employee development, teamwork, integrity, respect and quality of life are the cornerstones of delivering superior member experience. We thank our employees for making us a part of our community's "Top Workplaces" and are always looking to add people to our team who share our passion for helping members build their finances and confidence. In return, we offer employees a challenging and rewarding work environment and are committed to maintaining an atmosphere that promotes teamwork and continual improvement. Virginia Credit Union is an Equal Opportunity Employer. Ameriprise Financial Ameriprise Financial, Inc, through its subsidiaries, provides various financial products and services to individual and institutional clients in the United States and internationally. It operates through four segments: Advice & Wealth Management, Asset Management, Retirement & Protection Solutions, and Corporate & Other As an Ameriprise employee, you may leverage our corporate support system to help run your program at one of our financial institution partners. Some of the benefits for financial advisors in the managed program may include: Comprehensive employee benefits Branding opportunities and proven turnkey marketing programs Local and national support, including accessible leaders and teams of specialists Office space located onsite at a financial institution Peer-to-peer mentoring, plus training and coaching - including CFP certification support Regular contact with regional leaders and colleagues - offering opportunities for sharing best practices Enjoy the financial rewards Our managed program compensation model is designed to reward financial advisors for the experience and level of practice they bring. We offer extensive up-front bonus programs to match your experience and book of business. We also understand client relationships extend way beyond their assets under management. That's why we provide payouts that apply to clients regardless of asset level.

Job Description Cornerstone Advisor Group (CAG) is seeking driven, enterprising individuals who are motivated by the opportunity to make a meaningful impact in people's lives. Our advisors help clients plan for and achieve their long-term financial goals while building rewarding, purpose-driven careers. At CAG, we take your drive and guide it into building a thriving financial advisory practice. You'll be in business for yourself-but never by yourself. Our collaborative team and proven systems provide the structure and support needed to help you succeed. With over 170 years of history through our partnerships, we've built a culture where people matter, promises are kept, and growth goes beyond numbers. This opportunity is open immediately to candidates eager to grow their business, strengthen their clients' financial futures, and create lasting impact for their families and communities. If you're ready to take control of your career and make a difference, we'd love to connect and share more about what's possible with Cornerstone Advisor Group. What We're Looking For If you are someone who possesses: High energy, a strong work ethic, and a positive, optimistic attitude A passion for helping others and a clear sense of purpose Confidence, resilience, humility, and unwavering commitment to your goals The desire to build your own success while making a meaningful impact in your community Then you may be exactly who we're looking for. Requirements: Active Life Producer License in your state of residence (Virginia or West Virginia) Proven ability to sell life insurance products and generate leads Excellent phone skills, with the confidence to reach out to new prospects and clients Enterprising mindset with a strong drive to succeed and scale a personal business Strong interpersonal skills and the ability to connect with people from diverse backgrounds Eagerness and willingness to learn and improve Preferred: Series 65, Series 7/66 licenses Perks: Strong Commissions and Investment Downlines Strong training system to set you up for success, regardless of experience Benefits from a non-match deposit into your 401(k), Health Insurance, Short-Term, Long-Term disability, and more Trips, bonuses, and incentives are available Opportunity to scale your business alongside the mission and vision of a rapidly growing company Team-oriented environment that provides collaboration and mutual support Be part of a Fortune 100 company with a rich history of success and a forward-thinking culture Potential transition package depending on your book of business Office Locations: Hybrid role with office locations in the following areas (for those without prior experience, in-office attendance is required 100% of the time): Richmond, VA; Westchester, VA; Fairfax, VA; McLean, VA; Chevy Chase, VA; Charleston, VA; Winchester, VA; Roanoke, VA; Blacksburg, VA; Virginia Beach, VA; Chesapeake, VA; West Virginia: Morgantown, WV; Wheeling, WV Compensation: $60,000 - $120,000 yearly Responsibilities: Job duties include, but are not limited to: Sell Maintain Life Insurance Annuities Sell Maintain Assets Under Management Develop and maintain strong relationships with clients Provide tailored financial advice and solutions to clients Manage the sales process from lead generation to closing Continuously learn and apply new industry knowledge Collaborate with the team and share best practices Qualifications: Preferred Qualifications: Experience managing assets under management (AUM) Prior experience in the financial services or insurance industry Familiarity with compliance regulations and client management practices 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.

Here's a revised version tailored for a Marketing Communications Manager role: Join Our Team as an Investment Solutions Advisor Are you a strategic storyteller with a passion for branding, content creation, and audience engagement? We are seeking a dynamic Investment Solutions Advisor to develop and execute compelling marketing strategies that elevate our brand and drive business success. Why You'll Love This Role: 🎯 Strategic Impact - Lead marketing communication efforts that enhance brand awareness and engagement. ⏰ Work-Life Balance - Enjoy a flexible schedule with full-time opportunities. 🚀 Career Growth - Access professional development programs and leadership opportunities. 💰 Competitive Compensation - Earn a stable income with performance-based incentives. Your Responsibilities: Develop and implement integrated marketing communication strategies across multiple channels. Create compelling content for websites, email campaigns, social media, and press releases. Collaborate with cross-functional teams to align messaging with business objectives. Manage brand voice, ensuring consistency across all marketing materials and communications. Oversee media relations, PR initiatives, and partnerships to enhance brand visibility. Analyze marketing campaign performance and optimize strategies for better engagement. What We're Looking For: Proven experience as a Marketing Communications Manager or in a similar role. Strong writing, editing, and storytelling skills. Proficiency in digital marketing tools, social media management, and content creation platforms. Ability to develop and execute successful communication campaigns. Excellent collaboration and project management skills. Experience in PR, media relations, and brand management is a plus. Perks & Benefits: Paid professional development and continuous learning opportunities. Health insurance and retirement plans. Performance-based bonuses and recognition programs. Leadership growth and career advancement opportunities. 🚀 Ready to Make an Impact? If you're passionate about crafting compelling marketing communications that drive brand success, apply today! Join us and be part of a team that values creativity, strategy, and innovation. Your journey as an Investment Solutions Advisor Manager starts here-let's tell our story together!

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.

Company:MercerDescription: We are seeking a talented individual to join our Private Market Secondaries team at Mercer. This role will be based in Richmond and is a hybrid role that has a requirement of working at least three days a week in the office. Mercer Alternatives is a global specialist for alternative investments, including private markets, offering customized and pooled investment solutions as well as advisory services, for institutional investors around the world. Mercer Alternatives is a global specialist for alternative investments, including private markets, offering customized and pooled investment solutions as well as advisory services, for institutional investors around the world. In order to support the growth of our private markets business we are expanding our secondaries investment team and are looking for a Private Market Secondaries Investment Specialist We will count on you to: Source private markets secondary opportunities by fostering relationships with intermediaries, fund managers, and other investors Conduct comprehensive quantitative and qualitative due diligence on potential secondary investment opportunities (e.g., continuation vehicles, LP interests, direct secondaries) Support senior team members in all aspects of transaction execution, including structuring, negotiation, and closing Prepare private markets secondary investment memos and present investment proposals to our respective Investment Committee Upon Investment Committee approval, coordinate the legal and tax due diligence process up to the onboarding of new secondary investments on behalf of our secondary accounts and accounts with secondary exposure Monitor existing secondary investments on a qualitative and quantitative basis Conduct private markets secondary related research and ad-hoc analyses that may go beyond the secondary market and are intended to serve our investment as well as business development teams Support private markets secondary related business development and client relationship projects and represent Mercer Alternatives' secondary platform at conferences and events What you need to have: Bachelor's degree with a strong academic record; a focus in finance, economics, or accounting is preferred 2+ years of professional work experience in investment banking, asset management, transactions services/valuation, or a related field (ideally in the private equity and/or secondary investment area) Strong analytical skills and ability to present complex financial concepts clearly Advanced proficiency in Microsoft Excel and PowerPoint Highly self-motivated and capable of managing tasks autonomously, yet committed to being a strong and supportive team player Excellent verbal and communication skills What makes you stand out? In pursuit of or interest in obtaining CFA or CAIA Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Full-time Description At CSC, we equip innovators with the tools they need to accelerate progress and build a better future. Established in 1986, CSC Leasing is a family-owned, independent equipment financing company headquartered in Richmond, Virginia, with regional offices throughout the United States. Our mission is to assist businesses of all sizes in acquiring essential assets in a cost-effective manner through innovative and competitive leasing programs. Over the past four decades, CSC has built lasting relationships with a diverse clientele, ranging from start-ups to Fortune 500 companies, and across various industries including life sciences, biotechnology, clean-tech, AI, manufacturing, and more. With over $2 billion in financed transactions and $1 billion in assets under management, CSC's track record speaks to our deep industry knowledge, exceptional experience, and community-centered approach. We partner with companies across a wide variety of sectors. Many of our clients are driving innovation in agriculture, food & beverage, healthcare, manufacturing, and technology. Whether you're a rapidly growing start-up or a well-established corporation, CSC's responsive, relationship-oriented service is designed to meet your unique needs, no matter your industry or credit profile. The Opportunity: CSC is seeking an experienced Associate to serve as part of our Credit & Investment team. The Associate position is an integral part of the firm's transaction review process. The ideal candidate should be comfortable thinking for themselves and working autonomously to formulate investment theses for deals. Our flat organizational structure combined with the continuing expansion of the Credit & Investment team provides an exceptional opportunity for career growth and upward mobility. While independent and self-motivated performance are valued, team-oriented principles are also required for the experienced Associate role. The Associate serves as a deal team lead and collaborates with our Analysts, Directors, Sales team, Account Managers, and Finance team to service our customers. Team-oriented, customer service is a must in this role. The ideal candidate would have experience in venture lending, investment banking, commercial banking, or corporate finance. Experience in senior debt, asset-based financing, equipment-based financing, subordinated or mezzanine debt, or private equity is a plus. Candidates should have demonstrated business acumen and experience with financial statement modeling. In this role you'll review client provided financial models and investment presentations and be asked to synthesize that information in a short-form investment memo and present to our internal Investment Committees. The Associate position will work from our corporate office in Richmond, Virginia. CSC is an in-office work culture, with the ability to work hybrid as needed to balance your personal life. Your time outside of the office is your own. CSC is a hyper-responsive financing partner, so you'll be asked to handle deal timelines accordingly, but boundaries are set and adhered to in order to ensure you have the balance you need outside of the office. Primary Responsibilities: Perform financial analysis on new and existing portfolio companies Lead due diligence calls with company CFOs, CEOs, and growth equity sponsors Compose credit memorandums Present analysis to Investment Committee, CSC executives, and syndication partners Assist with credit issuance and exposure management for existing AUM Monitor and report on credit risk and exposure for CSC's portfolio Perform strategic initiative as assigned, including special projects for our CIO/President Requirements 5+ years of experience in financial modeling, operational, and/or strategic decision-making positions Strong analytical and problem-solving skills, with the ability to think critically and strategically High agency and high ownership when executing on deadlines CSC Leasing is an Equal Opportunity employer. All applicants for employment will be considered based on their demonstrated ability and competence without discrimination on the basis of their race, color, religion, sex, gender identity, age, national origin or ancestry, disability, sexual orientation, marital status, veteran status, membership in the uniformed services, genetic information, or any other basis defined or protected by federal, state, or local laws.

Guggenheim Securities ("GS") is seeking exceptional Analyst Interns to join its Healthcare Services team in Richmond. This position will focus primarily on covering pharma services and have the opportunity to work with both Richmond and New York based Healthcare Services senior bankers. The Healthcare Services Group at Guggenheim Securities is a rapidly growing and a critically important strategic initiative for the firm. We provide coverage across various sub-verticals including payors, providers, HCIT, pharma services and animal health. Our Analyst Interns play an integral role in evolving and enhancing our client relationships and are active participants throughout the life of a transaction and beyond. Our Analyst Interns benefit tremendously from the experience and partnership they have with our Analysts, Associates, Vice Presidents, Managing Directors and Senior Managing Directors. GS offers an unparalleled opportunity to work as part of small client teams on major strategic and financing assignments, providing meaningful exposure to senior bankers and client representatives. Candidates should be top performers who are willing to work hard in a dynamic environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued. Essential Job Functions * Perform financial and valuation analysis such as discounted cash flow analysis, leveraged buyout analysis, public and transaction comparable valuation analysis * Prepare client pitch presentations * Preparation of transaction marketing materials including teasers, information memoranda, company operating models, and other transaction-related documentation * Interact with senior bankers, senior management at clients, transaction lawyers and accountants * Build and develop relationships with clients through ongoing engagement and demonstration of financial and industry knowledge * Perform company and industry research and gain in-depth understanding of sector trends, client challenges and strategies in order to develop innovative and creative solutions for our clients * Develop an in depth understanding of M&A deal processes Preferred Qualifications * Significant level of maturity and the ability to work as a team interfacing with top company executives and senior management * Highly organized, with the initiative and ability to work with limited supervision * Excellent analytical skills and attention to detail * Strong written and oral communication skills * Effective process management abilities Basic Qualifications * Must be on track to receive a Bachelors, Masters or equivalent degree in December 2027 or Spring 2028 Salary * A salary based on an annual rate of $110,000 per year * The base salary amount represents the anticipated salary for this position. Actual base salaries may vary depending on factors such as location and experience. The salary listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ******************************************* or ************.

Our client is a premier global investment bank with over 30 years of experience advising clients on M&A transactions and private capital solutions. They have built their reputation on execution excellence, deep industry expertise, and a collaborative culture that sets them apart in the industry. Their approach emphasizes true partnership-pooling knowledge across industries, service lines, and geographies to deliver superior outcomes for clients. They believe in unlocking value not just in businesses, but in their people, creating an environment where talented professionals can do their best work while growing their careers. About the Industrials Group Led by senior professionals, our client's Industrials Group serves as trusted advisors to investors and company leaders worldwide. Clients count on them to understand the industrials landscape and help turn ambitious goals into reality through M&A and private capital advisory services. The team has deep experience across sectors including: Building Products & Materials Chemicals & Specialty Materials Engineered Equipment, Products & Components Industrial Technology Packaging Why This Opportunity Stands Out This is an opportunity to join a firm that is ambitious in its goals and steadfast in the belief that clients deserve nothing less than their very best. They invest in world-class, team-oriented individuals who are smart, driven, and principled-professionals who are eager to be part of something bigger than themselves. As an Associate, you'll gain meaningful exposure to complex transactions and senior bankers from the start. You'll work in a collaborative environment where excellence is the standard, mentorship is embedded in the culture, and your professional development is a genuine priority. This is a place where hard work is rewarded, where you'll be challenged to grow your skills rapidly, and where you'll develop into a future deal leader. The Role Our client seeks a talented Associate to join their Industrials Group in Richmond, VA. As an Associate, you will play a critical role in executing M&A transactions, working closely with Vice Presidents and senior bankers while guiding and mentoring Analysts. This position offers significant responsibility and client exposure as you develop your technical and leadership skills. You will be involved in all aspects of deal execution, from financial modeling and valuation analysis to client presentations and transaction coordination. Please note: Our client will not provide sponsorship for employment visas or participate in STEM OPT for this position. Candidates must have current authorization to work in the United States. Key Responsibilities Deal Execution & Analysis Execute sell-side M&A transactions across all phases of the deal lifecycle Build and maintain complex financial models including DCF, LBO, merger, and accretion/dilution analyses Conduct comprehensive valuation analyses using multiple methodologies Perform detailed industry research, competitive analysis, and market assessments Prepare pitch materials, management presentations, and transaction marketing materials Coordinate due diligence processes and manage data room activities Support senior bankers in client meetings and presentations Team Collaboration & Development Work closely with Vice Presidents to manage deal workstreams and timelines Guide and mentor Analysts on financial modeling, analysis, and presentation preparation Provide feedback and coaching to junior team members Ensure accuracy and quality of all deliverables Collaborate effectively across deal teams and office locations Client & Market Engagement Participate in client meetings and calls alongside senior bankers Develop understanding of client business models, strategies, and industry dynamics Support business development initiatives and pitch preparation Stay current on market trends, transactions, and industry developments Required Qualifications 2-3 years of investment banking experience, with sell-side M&A experience preferred Strong financial modeling and valuation skills with high attention to detail Proficiency in Excel, PowerPoint, and financial databases Excellent analytical and problem-solving abilities Strong written and verbal communication skills Ability to manage multiple projects simultaneously and meet tight deadlines Bachelor's degree required; advanced degree or certifications preferred Demonstrated work ethic and ability to thrive in a fast-paced environment Team-oriented mindset with willingness to collaborate and support colleagues Willingness to travel up to 15% of the time Must obtain FINRA licensing (SIE Exam, Series 79, and Series 63) within 90 days of hire What Defines Success in This Role Our client's top-performing Associates demonstrate: Technical Excellence: Strong command of financial modeling, valuation techniques, and analytical frameworks with meticulous attention to accuracy Ownership Mindset: Proactive approach to problem-solving, taking initiative on projects, and driving work forward independently Team Leadership: Ability to effectively guide Analysts while collaborating seamlessly with Vice Presidents and senior bankers Client Focus: Understanding of client objectives and ability to tailor analyses and presentations to meet their needs Growth Orientation: Eagerness to learn, receptiveness to feedback, and commitment to continuous improvement Compensation & Benefits Highly competitive base salary commensurate with experience Performance-based bonus eligibility tied to company, business unit, and individual performance Comprehensive benefits package including medical, dental, vision, 401(k) matching, and pension plan Generous paid time off including vacation, holidays, and parental leave Structured training program and professional development resources Mentorship opportunities with senior bankers Clear path for advancement to Vice President

Job Description About the Opportunity ProspectBlue has partnered with a leading independent investment bank headquartered in Richmond, VA, to identify an experienced Investment Banking Associate to join their Advisory team. This firm provides M&A and financial advisory services to privately held, private-equity-backed, and publicly traded companies across a wide range of industries. This is an excellent opportunity for a high-performing finance professional to join a collaborative, fast-paced environment where you'll play a key role in executing transactions, leading financial analysis, and supporting client engagements from start to finish. Key Responsibilities Conduct detailed financial modeling, valuation, and deal structure analysis. Draft and edit transaction marketing materials, including pitch books, confidential information memoranda (CIMs), and management presentations. Research and evaluate potential strategic and financial buyers. Manage diligence processes including data room organization, third-party coordination, and document review. Support client interactions, including buyer communications, management meetings, and presentation preparation. Provide mentorship and guidance to analyst-level team members and assist in managing team workflow. Qualifications 2-5 years of experience in investment banking or a related financial advisory role. Bachelor's degree in Finance, Accounting, Economics, or a related field. Proven proficiency in financial modeling, valuation, and transaction analysis. Exceptional analytical, quantitative, and written communication skills. Strong working knowledge of Microsoft Excel, PowerPoint, and Word. Highly motivated, detail-oriented, and comfortable working in a dynamic, transaction-driven environment. FINRA licensing preferred (or willingness to obtain within six months). CFA or CPA designation is a plus.

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.

The Investments & Investor Relations Analyst/Associate is responsible for the critical public company finance functions within a specialty property and casualty insurance company. This role will be responsible for delivering results across primary functions including management of the Company's $2 billion corporate investment portfolio, day-to-day investor relations needs, and other corporate finance activity coordinating with internal finance stakeholders, senior leadership and external third-party constituents to achieve objectives. Duties and Responsibilities Continuously exhibit and uphold Core Values of Integrity, Accountability, Communication and Teamwork, Innovation and Customer Service Serve as point of engagement with existing and prospective investment managers to evaluate investment markets and opportunities Work closely with accounting and investment managers to monitor performance and budget for net investment income Monitor investment portfolio to ensure compliance with investment guidelines Alongside SVP, Investments and Investor Relations and management, engage with sell side analyst community and institutional shareholders of the Company communicating results and understanding objectives and feedback. Provide leadership and work with executive management to assist with creating key external disclosures, including investor presentations, drafting press releases and conference call transcripts Monitor sell-side research, industry news flow and trade publications for information relevant to investor relations activities Analyze sell-side research models to understand drivers of consensus estimates Review shareholder lists to monitor changes in ownership and target potential and existing public investors Create and present quarterly performance presentations for the Investment Committee of the Board Support creating presentations and collecting data for rating agency communications and information requests Assist with or coordinate other ad hoc projects as assigned by management, including but not limited to M&A due diligence requests Knowledge, Skills and Abilities General knowledge of and ability to analyze financial statements Knowledge of financial modeling techniques Strong valuation analysis skills Interest in financial markets Strong organizational skills and attention to detail Resourcefulness and a natural curiosity to learn; strong ability to collaborate and ask for help Excellent written and verbal communication skills Ability to prioritize and handle multiple tasks in a fast-paced environment Analytical and problem-solving skills Ability to build relationships with internal and external constituents/stakeholders Self-starter who works well independently and in a team environment Proficiency in MS Office (Word, Excel, Outlook, PowerPoint) Ability to travel Experience and Education Analyst: Bachelor's degree required Minimum of two years of experience in investment banking, equity or credit research, corporate finance asset management, or related field required Previous experience in the insurance sector preferred Associate: Bachelor's degree required Minimum of four years of experience in investment banking, equity or credit research, corporate finance asset management, or related field required Previous experience in the insurance sector preferred

Guggenheim Securities (“GS”) is seeking exceptional Analyst Interns to join its Healthcare Services team in Richmond. This position will focus primarily on covering pharma services and have the opportunity to work with both Richmond and New York based Healthcare Services senior bankers. The Healthcare Services Group at Guggenheim Securities is a rapidly growing and a critically important strategic initiative for the firm. We provide coverage across various sub-verticals including payors, providers, HCIT, pharma services and animal health. Our Analyst Interns play an integral role in evolving and enhancing our client relationships and are active participants throughout the life of a transaction and beyond. Our Analyst Interns benefit tremendously from the experience and partnership they have with our Analysts, Associates, Vice Presidents, Managing Directors and Senior Managing Directors. GS offers an unparalleled opportunity to work as part of small client teams on major strategic and financing assignments, providing meaningful exposure to senior bankers and client representatives. Candidates should be top performers who are willing to work hard in a dynamic environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued. Essential Job Functions Perform financial and valuation analysis such as discounted cash flow analysis, leveraged buyout analysis, public and transaction comparable valuation analysis Prepare client pitch presentations Preparation of transaction marketing materials including teasers, information memoranda, company operating models, and other transaction-related documentation Interact with senior bankers, senior management at clients, transaction lawyers and accountants Build and develop relationships with clients through ongoing engagement and demonstration of financial and industry knowledge Perform company and industry research and gain in-depth understanding of sector trends, client challenges and strategies in order to develop innovative and creative solutions for our clients Develop an in depth understanding of M&A deal processes Preferred Qualifications Significant level of maturity and the ability to work as a team interfacing with top company executives and senior management Highly organized, with the initiative and ability to work with limited supervision Excellent analytical skills and attention to detail Strong written and oral communication skills Effective process management abilities Basic Qualifications Must be on track to receive a Bachelors, Masters or equivalent degree in December 2027 or Spring 2028 Salary A salary based on an annual rate of $110,000 per year The base salary amount represents the anticipated salary for this position. Actual base salaries may vary depending on factors such as location and experience. The salary listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ******************************************* or ************.

**_What Financial Planning & Analysis 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. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions. **_Job Summary_** + Reports to Manager, Financial Planning and Analysis, Pharma Segment with high visibility and engagement with the Segment FP&A and Pharma Finance teams + Works closely with Pharma Leadership team and Cost Center owners across the Pharma segment + Provides financial support for the reporting of USPD Commercial and Pharma Functional SG&A and Capital reporting including the development of new business cases to support strategic investments and business initiatives + Provide financial support for Retail Independent and National Accounts sales teams for the Pharma segment **_Responsibilities_** + Supports key planning and reporting processes (Monthly results reviews, Forecasts, Strategic Financial Plan, Budget, Earnings) + Develops and supports real time updates on performance, implications, and recommended actions, including build out a maintenance of the SG&A Dashboard and regular communication with key stakeholders + Supports the preparation of materials for the CEO, CFO and Board of Directors, including providing financial analysis and commentary + Employs a process improvement mindset to deliver efficiencies across work areas + Serves as an objective financial steward with an enterprise perspective, safeguarding our company's assets. Ensures strong controls are in place and the company's intellectual property is protected. **_Qualifications_** + 5+ years' experience in a finance function preferred + 2+ years in FP&A roles preferred, preferably in a large complex organization preferred + Bachelor's degree preferred, MBA strongly preferred + Healthcare industry experience preferred + Highly proficient in Microsoft Excel and PowerPoint preferred **Anticipated salary range:** $80,900 - $115,500 **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:** 1/21/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************