Finance advisor jobs in Saint George, UT - 756 jobs

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. Our opportunity: Deliver comprehensive financial plans for the most sophisticated and complex client situations. Expert level knowledge and experience in delivering advice surrounding all critical wealth management issues. Provide strategic insight into initiatives and projects in order to help strengthen the Schwab Wealth Advisory offer. Deliver presentations in partner and client public speaking events. Cross enterprise subject matter expert to support business development, field integration and executive service initiatives. Mentor, coach, and support the growth of financial planning acumen with partners including Financial Consultants and Portfolio Consultants as appropriate. Role requires expert-level comprehensive financial planning advice. Has broad cross-functional and business stakeholder influence and in-depth knowledge of comprehensive financial planning and wealth management disciplines, including estate planning, risk management and retirement income planning. Possess highly effective communication skills, emotional intelligence and the ability to work with clients in both large and small group settings. Act as a leader within the team and among business partners with influence that extends beyond the SWA specialty team sphere. What you are good at: As a Senior Financial Planner with Schwab Wealth Advisory, you will engage with partners and clients to understand the goals, wishes, and concerns of clients so that they can successfully plan their financial future. You will work with clients to provide confidence and clarity regarding their overall financial lives and provide impactful recommendations that ill benefit and help strengthen their overall plan. Planning Quickly build rapport with clients and conduct discovery conversations to better understand their holistic financial needs. Demonstrate the value and importance of partnering with a CFP professional on an ongoing basis. Partner with clients to create, review and refine their overall financial roadmap and deliver their personalized financial plan. Provide ongoing support for our clients beyond the initial appointment, including updating their financial plan to reflect changes in life and financial circumstance and determining the client's ongoing appropriateness for the recommended investment allocation solution. Partnering Proactively engage partners to create awareness around our most comprehensive financial planning abilities. Ensure a seamless delivery of our comprehensive wealth management approach while leveraging additional partners and resources as appropriate. Time management / organization / ability to utilize new technologies. Proven track record to manage multiple tasks and priorities to ensure that an accurate final plan is delivered to each client/prospect in a timely manner. Ability to coordinate meetings and presentations with business partners and clients. Conduct follow-up appointment activities and connect clients with additional Schwab specialists and services What you have To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. We place a premium on high performance, quality service and the ability to execute our strategy. Essential skills include: Master's level or equivalent Financial Planning-related designation CFP designation is required. Active and valid FINRA Series 7 license required. Active and valid FINRA Series 63/65 or 66 required Bachelor's degree required. Minimum of 5 years financial services experience in addition to 2 years Financial Planning experience Passion for financial planning to help clients manage their financial futures and build stronger relationships with clients. Ability to articulate the value and importance of financial planning services. Knowledge and ability to move clients through complete and complex financial planning cycle. Ability to work effectively with internal and external partners to address clients/prospects financial needs and goals. Excellent communication skills and ability to effectively communicate complex topics to clients. Strong client services skills and ability to anticipate and resolve problems on own initiative. Embrace an entrepreneurial and self-starter mentality. Able to quickly learn new technology and utilize a variety of data and systems in order to proactively identify solutions to client financial needs. Strong analytical skills and attention to detail in order to adhere to policies, procedures and guidelines. Proven work ethic with a high level of integrity to build trust with our clients and internal partners. Collaborative and relationship-focused work style with demonstrated success in a team-based environment. Open to ongoing coaching and development to achieve positive client outcomes and achieve professional career aspirations. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

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.

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.

We are looking for an organized and detail-oriented Equity Administrator to manage and scale our private equity program as we grow. This role is a critical part of our People team, supporting the full lifecycle of equity administration - from grant issuance to compliance, employee education, liquidity events and audits. The ideal candidate has a strong understanding of equity plans and is excited to build and maintain scalable systems that support our employees and shareholders. Key Responsibilities: Administer Motional's equity program, comprised of private RSUs and stock options, including grant issuance, tracking grants, vesting, exercises, cancellations, deferred releases, and liquidity events (put right windows), ensuring accuracy, compliance and timeliness. Serve as a primary administrator of our equity management system (Shareworks) to maintain & update records, including grant agreements, and handling system audits. Support annual equity refresh and new hire grant programs, including grant guidelines, modeling, planning support and execution. Support employees with equity-related inquiries, education and communications, in partnership with the Total Rewards team and HR business partners. Assist with audits, modeling and board reporting related to equity compensation Facilitate onboarding/offboarding equity processes and related communications, and coordination with HRIS and Payroll Ensure compliance with internal policies and external regulations (e.g., IRS, SEC, ISO/NSO rules), knowing when to engage outside counsel Work cross-functionally with Legal, Finance, HR, and external counsel to align on equity-related matters Identify and implement opportunities to streamline, document, and scale equity operations in a growing environment. Qualifications: 3+ years of experience in equity administration, preferably with some experience in a private or venture-backed company Excellent attention to detail and strong organizational skills Strong understanding of equity types (NSOs, RSUs) and related tax and compliance considerations Proficiency with equity platforms such as Shareworks Comfortable working in fast-paced environments with recurring audits and multiple simultaneous processes Ability to handle sensitive information with confidentiality and discretion Strong communication skills, with the ability to explain equity topics to stakeholders Familiarity with deferred compensation, 409A and private company equity best practices a plus CEP Level I is a plus We encourage a hybrid schedule with in-office time at one of our locations in Boston, Pittsburgh, or Las Vegas to support collaboration. The salary range for this role is an estimate based on a wide range of compensation factors including but not limited to specific skills, experience and expertise, role location, certifications, licenses, and business needs. The estimated compensation range listed in this job posting reflects base salary only. This role may include additional forms of compensation such as a bonus or company equity. The recruiter assigned to this role can share more information about the specific compensation and benefit details associated with this role during the hiring process. Candidates for certain positions are eligible to participate in Motional's benefits program. Motional's benefits include but are not limited to medical, dental, vision, 401k with a company match, health saving accounts, life insurance, pet insurance, and more. Salary Range$109,000-$142,000 USD Motional is a driverless technology company making autonomous vehicles a safe, reliable, and accessible reality. We're driven by something more. Our journey is always people first. We aren't just developing driverless cars; we're creating safer roadways, more equitable transportation options, and making our communities better places to live, work, and connect. Our team is made up of engineers, researchers, innovators, dreamers and doers, who are creating a technology with the potential to transform the way we move. Higher purpose, greater impact. We're creating first-of-its-kind technology that will transform transportation. To do so successfully, we must design for everyone in our cities and on our roads. We believe in building a great place to work through a progressive, global culture that is diverse, inclusive, and ensures people feel valued at every level of the organization. Diversity helps us to see the world differently; it's not only good for our business, it's the right thing to do. Scale up, not starting up. Our team is behind some of the industry's largest leaps forward, including the first fully-autonomous cross-country drive in the U.S, the launch of the world's first robotaxi pilot, and operation of the world's longest-standing public robotaxi fleet. We're driven to scale; we're moving towards commercialization of our technology, and we need team members who are ready to embrace change and challenges. Formed as a joint venture between Hyundai Motor Group and Aptiv, Motional is fundamentally changing how people move through their lives. Headquartered in Boston, Motional has operations in the U.S and Asia. For more information, visit **************** and follow us on Twitter, LinkedIn, Instagram and YouTube. Motional AD Inc. is an EOE. We celebrate diversity and are committed to creating an inclusive environment for all employees. To comply with Federal Law, we participate in E-Verify. All newly-hired employees are queried through this electronic system established by the DHS and the SSA to verify their identity and employment eligibility.

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

We are looking for an organized and detail-oriented Equity Administrator to manage and scale our private equity program as we grow. This role is a critical part of our People team, supporting the full lifecycle of equity administration - from grant issuance to compliance, employee education, liquidity events and audits. The ideal candidate has a strong understanding of equity plans and is excited to build and maintain scalable systems that support our employees and shareholders. Key Responsibilities: Administer Motional's equity program, comprised of private RSUs and stock options, including grant issuance, tracking grants, vesting, exercises, cancellations, deferred releases, and liquidity events (put right windows), ensuring accuracy, compliance and timeliness. Serve as a primary administrator of our equity management system (Shareworks) to maintain & update records, including grant agreements, and handling system audits. Support annual equity refresh and new hire grant programs, including grant guidelines, modeling, planning support and execution. Support employees with equity-related inquiries, education and communications, in partnership with the Total Rewards team and HR business partners. Assist with audits, modeling and board reporting related to equity compensation Facilitate onboarding/offboarding equity processes and related communications, and coordination with HRIS and Payroll Ensure compliance with internal policies and external regulations (e.g., IRS, SEC, ISO/NSO rules), knowing when to engage outside counsel Work cross-functionally with Legal, Finance, HR, and external counsel to align on equity-related matters Identify and implement opportunities to streamline, document, and scale equity operations in a growing environment. Qualifications: 3+ years of experience in equity administration, preferably with some experience in a private or venture-backed company Excellent attention to detail and strong organizational skills Strong understanding of equity types (NSOs, RSUs) and related tax and compliance considerations Proficiency with equity platforms such as Shareworks Comfortable working in fast-paced environments with recurring audits and multiple simultaneous processes Ability to handle sensitive information with confidentiality and discretion Strong communication skills, with the ability to explain equity topics to stakeholders Familiarity with deferred compensation, 409A and private company equity best practices a plus CEP Level I is a plus We encourage a hybrid schedule with in-office time at one of our locations in Boston, Pittsburgh, or Las Vegas to support collaboration. The salary range for this role is an estimate based on a wide range of compensation factors including but not limited to specific skills, experience and expertise, role location, certifications, licenses, and business needs. The estimated compensation range listed in this job posting reflects base salary only. This role may include additional forms of compensation such as a bonus or company equity. The recruiter assigned to this role can share more information about the specific compensation and benefit details associated with this role during the hiring process. Candidates for certain positions are eligible to participate in Motional's benefits program. Motional's benefits include but are not limited to medical, dental, vision, 401k with a company match, health saving accounts, life insurance, pet insurance, and more. Salary Range$109,000-$142,000 USD Motional is a driverless technology company making autonomous vehicles a safe, reliable, and accessible reality. We're driven by something more. Our journey is always people first. We aren't just developing driverless cars; we're creating safer roadways, more equitable transportation options, and making our communities better places to live, work, and connect. Our team is made up of engineers, researchers, innovators, dreamers and doers, who are creating a technology with the potential to transform the way we move. Higher purpose, greater impact. We're creating first-of-its-kind technology that will transform transportation. To do so successfully, we must design for everyone in our cities and on our roads. We believe in building a great place to work through a progressive, global culture that is diverse, inclusive, and ensures people feel valued at every level of the organization. Diversity helps us to see the world differently; it's not only good for our business, it's the right thing to do. Scale up, not starting up. Our team is behind some of the industry's largest leaps forward, including the first fully-autonomous cross-country drive in the U.S, the launch of the world's first robotaxi pilot, and operation of the world's longest-standing public robotaxi fleet. We're driven to scale; we're moving towards commercialization of our technology, and we need team members who are ready to embrace change and challenges. Formed as a joint venture between Hyundai Motor Group and Aptiv, Motional is fundamentally changing how people move through their lives. Headquartered in Boston, Motional has operations in the U.S and Asia. For more information, visit **************** and follow us on Twitter, LinkedIn, Instagram and YouTube. Motional AD Inc. is an EOE. We celebrate diversity and are committed to creating an inclusive environment for all employees. To comply with Federal Law, we participate in E-Verify. All newly-hired employees are queried through this electronic system established by the DHS and the SSA to verify their identity and employment eligibility.

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 St. George, 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.

As a JuniorFinancial Advisor for State Bank of Southern Utah you willwork as a team with a Senior FinancialAdvisor. Together you will strive to understand existing and prospectiveclients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Problem solve for our customers by researching and proposing educated financial strategies which lead to long and lasting, value-based relationships. No matter if you are just getting started in this career or are established, we would love for you to apply so we can get to know you and how you might help State Bank of Southern Utah enhance our customers experience through Financial Advising. At State Bank of Southern Utah, our core values define who we aspire to be each and every day. These values hold us accountable to each other and help us be the best version of ourselves. We look for candidates who find connection with our core values: Make a Difference: We are actively engaged. We genuinely care. We are knowledgeable and find solutions. Relationships Matter: We are committed to each other and our customers. We seek to understand, connect, and collaborate. Live with Integrity: We are trusted to do the right thing. We take responsibility for our individual roles and actions. Love What We Do: We are passionate and show up with enthusiasm. We are driven and continually look to improve. Share Positivity: We lift each other. We interact with a positive and optimistic attitude. Apply at State Bank of Southern Utah and be part of a team that lives by these values every day! Essential Duties And Responsibilities Primarily support the Senior Financial Advisor in servicing existing clients and prospecting new clients Build rapport with customers/clients and foster long-term relationships A desire to help others, both financially and through community involvement Knowledge of personal investment products such as mutual funds, stocks, bonds, money market funds, fixed and variable annuities. Oversee client investment portfolio: understand client's needs and short/long term objectives, develop an investment timeline with income/liquidity requirements, identify client's investment experience and risk tolerance, provide advice that results in greater protection and/or improved profit, develop asset allocation strategies, select investment product(s) and execute proper, accurate market transactions. Develop and implement goals, policies, and procedures Periodically meets with client to review and update client needs ensuring investment objectives and goals are progressing according to plan. Meetings to occur monthly, quarterly and/or yearly depending on client needs. Provide regular feedback to the branch employees, and bank management regarding sales practices, cross sell opportunities, and business development initiatives. Pursues training, educational and self-development opportunities-not only to assure mandatory CE requirements are satisfied but to increase skill level and remain current on tax, financial, estate, investment, and retirement developments and laws. Represents the Bank by being active in the community. Actively participates in service organizations, community activities, etc. to promote a positive organization image and to generate leads for the new business efforts. Develop New business from referrals of existing clients and centers of influence. Formulate and strengthen long lasting, trusting, client relationships providing consistent client communication and outstanding client service. Facilitate a variety of ongoing business growth initiatives to include client events, consumer education. Comply with legal and regulatory guidelines Minimum Qualifications Must pass a credit & background check High School Graduate or (GED) Must be at least 18 years of age Preferred Qualifications Associate's or bachelor's degree Prior work experience in Financial Advising Series 7 & 66 securities licenses Life and Health Insurance Licenses Certified Financial Planner (CFP) or Chartered Financial Consultant Skills Strong communication and presentation skills Relationship management Working knowledge of personal computer and software such as Microsoft Office Ability to interact effectively with other bank personnel, management and co-workers Organizational skills, ability to prioritize work assignments, sound judgment, courtesy, tact and diplomacy Strong work ethic, self-motivated and goal oriented High Integrity Licenses and Certifications Current Series 7 and 66 Securities Licenses Life and Health Insurance Licenses Full-time employees will be eligible to participate in the following benefits and programs: Medical Insurance & HSA Dental & Vision Insurance Basic Life, AD&D and Long-term disability insurance Supplemental life and AD&D options available 401K with employer match Annual Incentive Program Paid Time Off (PTO) accrual every pay period Up to 12 paid holidays per year Childcare reimbursement program Employee recognition program Monthly wellness activities

Ameriprise Personal Wealth Group Advisor Pathway Program Are you passionate about helping people achieve their financial goals and dreams? In the Ameriprise Personal Wealth Group, we're redefining financial advising by building deep, meaningful relationships with clients-virtually-through our Confident Retirement approach. This isn't just a job-it's a career path designed for individuals who want to make a real impact and grow into a successful financial advisor role with structured training, mentorship, and support every step of the way. Financial Advisor Trainee Role As a Financial Advisor Trainee you'll start your journey with a clear roadmap to success. We'll provide everything you need to thrive: Comprehensive Training & Licensing Support We'll help you earn your SIE, Series 7, Series 66, and Life Insurance licenses-setting you up for long-term success. Hands-On Experience Once licensed, you'll join a dynamic advising team, working directly with clients while continuing to learn through mentorship, classroom sessions, and on-the-job coaching. Career Growth & Professional Development You'll have access to tuition reimbursement, competitive compensation, and support to pursue advanced designations like CFP certification. What You'll Do Prepare for and obtain key financial licenses Engage with clients in meaningful conversations (no licenses required for initial activities) Document interactions in our CRM system Complete ongoing training to master products, tools, and client service What We're Looking For High school diploma or equivalent Bachelor's degree preferred Strong communication and relationship-building skills Ability to thrive in a fast-paced, goal-driven environment Commitment to earning required licenses within set timelines About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business AFG Ameriprise Franchise Group

Zions Bancorporation, N.A. (Zions) is one of the nation's premier financial services companies, consisting of a collection of great banks with combined total assets exceeding $87 billion. Zions operates banking divisions under local management teams and community identities in 11 states. Zions Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives. Wealth Management is a strategic focus and growth opportunity for the Zions Bancorporation, an organization that expands across eight affiliate banks in the Western United States. We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in the St. George, UT marketplace. At Zions Bank, our Wealth Management Team is supported by a cohesive group of banking professionals, which includes: * Retail Bankers * Community/Business Bankers * Private Bankers * Commercial Bankers * Investment Management Portfolio Managers/Advanced Planning Professionals As a Zions Wealth Advisor, your role will be to build wealth management relationships through actively cultivating and nurturing robust relationships with each member of the banking team. Your focus will be to deliver an exceptional client experience, evaluate, and educate, develop tailored solutions, recommendations, and implementing the investment strategies to meet the needs of the bank's clients. Primary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients. Additionally, the ideal candidate will: * Exhibit a strong passion for providing top-tier client experience within a collaborative team environment. * Skilled in a client-centric consulting process, starting with discovery and financial planning. * Possess an extensive understanding of a wide array of investment, insurance, and banking strategies. * Demonstrate exceptional communication, relationship management, and sales skills. * Be adept at evaluating, advising, and supporting the bank's clients effectively. Requirements: * To excel in this role, candidates should meet the following criteria: * Requires a Bachelor's degree * A minimum of 4 years of directly related experience, 10+ years preferred. * A combination of education and experience may meet the requirements. * Required licensing, FINRA Series 7 & 66 (65/63), life and health insurance. * A CFP certification is highly preferred. * Exhibit proficiency in using computers and relevant software. * Display excellent verbal and written communication abilities. * Showcase exceptional analytical and presentation skills. * Experience with financial planning software preferred with the ability to analyze and present complex financial modeling. * Exhibit a track record of building and managing high net worth client relationships, with a proven history of successfully exceeding sales targets. * Process a keen understanding of financial planning. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts * Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits, including coaching and therapy sessions * Tuition Reimbursement for qualifying employees * Employee Ambassador preferred banking products

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

At Corgi, we're building the first fully automated insurance carrier. Our goal is to rebuild the $1T+ insurance industry from the ground up using AI. We're not just building a company; we're building infrastructure for the next hundred years. If you've built things from scratch and know what it means to move fast and own outcomes, we want you on the team. We're well-funded and backed by top investors, providing the resources you wish you had when building your own business. We don't care about traditional roles or titles-just that you're smart, proactive, and bring founder-level ownership and drive to help us build something massive. The Role We're looking for a Head of Captive Finances to join our growing finance and insurance operations team. You'll be responsible for supporting the formation, administration, and compliance of captive insurance entities under Corgi's management. This is not a traditional back-office role. You'll be deeply involved in automating the end-to-end captive management process-from regulatory filings to financial reporting-and will collaborate with engineering and finance to design the next generation of captive management infrastructure. The ideal candidate has a strong understanding of insurance accounting, regulatory filings, and compliance, combined with a builder mindset. Whether you've worked at a captive manager, public accounting firm, or insurance carrier, this role offers the opportunity to take that experience and help modernize an entire industry segment. What You'll Do Assist in the formation and ongoing management of captive insurance entities, including compliance with domicile regulations Support preparation and filing of NAIC and state regulatory reports, including quarterly and annual statements Coordinate audits, actuarial reports, and regulatory examinations for captives under management Prepare and review financial statements, premium calculations, and policyholder documentation Maintain general ledgers, reconciliations, and journal entries for multiple captives Manage correspondence with regulators, auditors, and other external stakeholders Partner with engineering to design and test tools for automated financial reporting, regulatory filings, and compliance workflows Help establish internal control frameworks, policies, and scalable operational processes as we expand our captive portfolio What We're Looking For Bachelor's degree in Accounting, Finance, Risk Management, or related field 1-3 years of experience in captive management, insurance accounting, or public accounting (audit or insurance clients preferred) Strong understanding of U.S. GAAP and Statutory Accounting Principles (SAP) Ability to work through legal texts Excellent organizational and analytical skills with strong attention to detail Comfortable working in a fast-paced, high-growth environment Excited by the idea of building systems and automating traditional insurance workflows Nice to Have's CPA, ACI, ARM, or equivalent professional certification (or progress toward one) Experience working with or for captive insurance managers, risk retention groups, or insurance carriers Exposure to fintech, insure tech, or automation tools for finance and compliance Prior experience preparing NAIC or domicile-specific filings (e.g., Vermont, Delaware, Utah) Understanding of reinsurance structures, fronting arrangements, and risk pooling Familiarity with NAIC regulatory filing requirements and domicile-specific reporting standards Why Corgi You'll be joining a small, elite team at the intersection of finance, insurance, and technology, building the foundational infrastructure for the next century of insurance. You'll work directly with experienced finance, legal, and engineering leaders and gain exposure to the entire lifecycle of insurance operations in a modern, automated environment.

Job Title: Business Unit FP&A Analyst Reports to: VP Finance Department: G&A Status: Regular Full Time Position - Exempt/Salary The Business Unit Financial Planning & Analysis Analyst is responsible for providing value add analysis and financial acumen to the organization through a partnership focused on operational excellence. This position is responsible for supporting divisional leadership by financial modeling exercises, analysis and budgeting initiatives to optimize the Company's operational efficiency and cost effectiveness. The role is focused on supporting the Schuff Steel business unit while assisting with other corporate initiatives. Core Responsibilities: Budgeting, Planning and Forecasting: Lead the preparation of the Strategic Plan, Annual Operating Plan and quarterly forecasts to ensure alignment with targeted growth and business objectives. Execute forecasting processes and models to facilitate attainment of organizational objectives established by Executive Leadership Team. Maintain an effective budgeting and capital planning discipline in conjunction with operational management to ensure planned revenues, expenses and/or profit goals are met. Support the organization's financial planning and budgeting processes and advise the Divisional leadership team using value add analysis to meet operational objectives. Collaborate with business leaders to assist in managing the annual CAP-Ex budget plan for each subsidiary, facilitate the approval process and guide the monthly progress reporting to plan. Data Analysis and Metrics: Continuously enhance reporting, dash-boarding and data analytic capabilities to facilitate management of operations and ensure timely decision-making. Proactively drive financial performance for compliance with the company's quarterly and strategic objectives. Lead the analysis and discussion of the period performance and trends and help drive the organization to find ways to hit or improve on targets. Support business growth and ensure our operations are scaling appropriately through sound financial analysis. SOP Improvements: Drive continuous improvement of company-wide business processes and policies by identifying opportunities and directing initiatives to implement best-in-class practices. Collaborate with key stakeholders to identify and resolve complex issues and problems impacting operations, financial reporting and strategic initiatives. Provide financial guidance and support for new initiatives. Mergers and Acquisitions (M&A): Support Corporate M&A strategy, negotiation and due diligence efforts to ensure targeted acquisitions promote the achievement of organizational goals. Facilitate the development of financial and operational measures to monitor and evaluate newly-acquired companies. Qualifications Core Competencies: Business Acumen - Knows how businesses work; knowledgeable in current and possible future policies, practices, trends, technology, and information affecting his/her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace. Dealing with Ambiguity - Can effectively cope with change; can shift gears comfortably; can decide and act without having the total picture; isn't upset when things are up in the air; doesn't have to finish things before moving on; can comfortably handle risk and uncertainty Decision Quality - Makes good decisions (without considering how much time it takes) based upon a mixture of analysis, wisdom, experience, and judgment; most of his/her solutions and suggestions turn out to be correct and accurate when judged over time; sought out by others for advice and solutions. Drive for Results - Can be counted on to exceed goals successfully; is constantly and consistently one of the top performers; very bottom-line oriented; steadfastly pushes self and others for results. Functional/Technical Skills - Has the functional and technical knowledge and skills to do the job at a high level of accomplishment. Integrity and Trust - Is widely trusted; is seen as a direct, truthful individual; can present the unvarnished truth in an appropriate and helpful manner; keeps confidences; admits mistakes; doesn't misrepresent him/herself for personal gain. Intellectual Horsepower - Is bright and intelligent; deals with concepts and complexity comfortably; described as intellectually sharp, capable, and agile. Managing through systems - Can design practices, processes, and procedures which allow managing from a distance; is comfortable letting things manage themselves without intervening; can make things work through others without being there; can impact people and results remotely. Peer Relationships - Can quickly find common ground and solve problems for the good of all; can represent his/her own interests and yet be fair to other groups; can solve problems with peers with a minimum of noise; is seen as a team player and is cooperative; easily gains trust and support of peers; encourages collaboration; can be candid with peers. Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Education/Training Bachelor's Degree from an accredited college or university in Finance or Accounting. MBA and CPA are preferred. Ongoing or Continuing Education in Finance and/or Accounting workshops or seminars is desirable. Work Experience Long term Contract Accounting experience/exposure is a plus Construction finance experience is a plus Planful/Oracle experience is a plus Strong computer literacy is essential, particularly across all Microsoft Office packages and various Enterprise Resource Planning, Financial Reporting and Business Intelligence systems Specialized Knowledge As outlined in the Core Competencies, an individual must have thorough knowledge and an advanced understanding of each competency outlined above in order to carry out the essential functions of this position. Specialized Knowledge is also required of customary construction terminology. Basic understanding of job cost accounting and project management concepts. The ideal candidate will be very comfortable with numbers and analytical. You must have great attention to detail and excellent written communication skills. Software & Technology Various office equipment is used such as personal computer, scanner, copier and fax. Extensive knowledge of Windows operating systems and Microsoft Office software. Proficiency in software applications Microsoft Excel, Outlook and Word. Work Environment Work is generally performed in a climate controlled office area. Ability to sit or stand for long periods of time throughout an 8-10 hour day. Reasonable accommodations will be made upon request for those who have disabilities that qualify under the American with Disabilities Act. DBM Global is an Equal Opportunity Employer with and Affirmative Action Plan.

Chandler, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. 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. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach. Responsibilities: Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships Educates potential and existing clients about investment products, services, and trading strategies offered by the bank Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts Deliver exceptional service to clients by answering general account inquiries Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients Assist clients with brokerage consumer website usage and navigation Educate potential and existing clients about investment products, services and trading strategies Research and resolve client requests Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations **Required Qualifications:** **-** Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days) - Demonstrated passion and interest in financial markets - Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy - Strong analytical and organizational skills - Detail oriented, with good follow-up skills - Strong interpersonal skills - Ability to multi-task in a dynamic environment - Requires basic knowledge of the organization, products and/or services - Requires knowledge of financial markets and trading strategies - Excellent verbal and written communication skills - Proven ability to meet and exceed productivity and performance goals - Must be technologically savvy and able to quickly learn new systems - Ability to adapt and seek solutions for customers in a fast-paced environment - Must be flexible to work assigned shift within center hours of operation - Strong desire for point of call resolution - Focus on client satisfaction **Desired Qualifications:** - Call center experience is preferred but not required - Previous Brokerage experience is a plus - 1+ years of financial industry experience 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 Trading **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Our Finance Interns play a meaningful role in supporting the financial operations that help Nelson Labs make informed, data-driven decisions. This 12-week program runs from May 18th to August 7th, offering hands-on experience in several key areas of corporate finance. Interns engage in real project work under the guidance of an assigned Finance Leader and are paired with a dedicated Mentor for ongoing development and support. Education & Experience Requirements: College student majoring in a finance-centric degree: Finance, Accounting, Economics, Business Administration, or related fields. Schedule Monday through Friday, 8-hour workdays on Day Shift. 40 hours per week Essential Job Functions & Project Work Financial Data Analysis & Reporting • Assist in preparing recurring financial reports, including variance analyses and monthly close activities. • Collect, organize, and analyze financial data to support decision-making. • Help maintain accuracy of financial dashboards and performance metrics. Budgeting & Forecasting Support • Contribute to the preparation of annual budgets and quarterly forecasts. • Compile relevant departmental inputs and validate data accuracy. • Run scenario analyses and identify key assumptions or risks. Cost & Profitability Analysis • Support cost-tracking efforts and assist in identifying cost-saving opportunities. • Analyze trends related to operating expenses, project spending, and resource utilization. • Assist in basic margin and profitability reviews across service areas. Finance Business Partner Assistance • Prepare materials for financial reviews with business leaders. • Help respond to financial inquiries from internal stakeholders with timely data and insights. • Coordinate documentation, follow-up items, and action tracking from finance meetings. Project Work Aligned with Core Financial Functions • Participate in finance projects such as system enhancements, process improvements, or workflow standardization. • Assist in creating tools, templates, or models that improve reporting efficiency. • Collaborate with cross-functional teams to ensure project deliverables are met. Work Environment This role operates in a professional office environment. Finance Interns regularly use standard office equipment including computers, phones, keyboards, digital filing systems, and productivity software. Occasional interactions with operational areas may occur for data collection or process-mapping activities, with appropriate PPE provided as needed. Physical Requirements • Approximately 85% of the day spent sitting, typing, or working at a computer. • Ability to lift up to 25 pounds for occasional meeting or event setup. • Frequent walking between office and meeting spaces. • Must be able to work with standard office PPE when required (e.g., safety glasses for limited site-area visits).The name Sotera Health was inspired by Soteria, the Greek goddess of safety, and reflects the Company's unwavering commitment to its mission, Safeguarding Global Health . Sotera Health Company is a leading global provider of mission-critical sterilization and lab testing and advisory services for the healthcare industry. With a combined tenure across our businesses of nearly 200 years and our industry recognized scientific and technological expertise, we help to ensure the safety of millions of patients and healthcare practitioners around the world every year. Across our 64 facilities worldwide, we have over 3,000 employees who are dedicated to safety and quality. We are a trusted partner to more than 5,800 customers in over 50 countries, including more than 40 of the top 50 medical device companies and 8 of the top 10 global pharmaceutical companies. Sotera Health goes to market through its three best-in-class businesses - Sterigenics , Nordion and Nelson Labs . Sterigenics is a leading global provider of outsourced terminal sterilization and irradiation services for the medical device, pharmaceutical, food safety and advanced applications markets. Nordion is the leading global provider of Co-60 and gamma irradiators, which are key components to the gamma sterilization process. Nelson Labs is a global leader in outsourced microbiological and analytical chemistry testing and advisory services for the medical device and pharmaceutical industries. Learn more about Sotera Health at soterahealth.com.

Working at Breeze Airways is an exciting endeavor and a serious commitment to bring “The World's Nicest Airline” to life. We work cross-functionally with truly awesome Team Members to deliver on our mission: “To make the world of travel simple, affordable, and convenient. Improving our guests travel experience using technology, ingenuity and kindness.” Breeze is hiring- join us! The Financial Analyst Intern within FP&A supports a team tasked with delivering monthly financial results, developing analytics to compare performance vs. competitors, deep diving into financial trends, reporting on capital expenditures and supporting special projects as required by the team. As part of the FP&A team, this position will be part of a fast-paced team that partners with operational and commercial leaders to ensure we are positioning Breeze for a strong position within the Aviation industry. Here's what you'll do Create ad-hoc analyses for operational, commercial, and administrative projects Assist with strategic projects that will position the airline for success Develop dashboards and metrics for daily, weekly, and monthly reporting Bring new thinking and ways of approaching old problems, including documenting current processes and identifying solutions outside of the travel industry Generate standard monthly reports Other duties and responsibilities as determined by FP&A leadership Achieve performance measures and adhere to established standards in conjunction with Breeze Aviation Group Values of Safety, Kindness, Integrity, Ingenuity, and Excellence Here's what you'll need to be successful Minimum Qualifications 0-2 years working experience in FP&A, Accounting, or Finance Working towards a degree in Accounting, Finance, or other related field from an accredited university Strong attention to detail, organization, and time management skills Self-starter must have a positive attitude and strong desire for success Skills/Talents Collaborates across the organization to ensure alignment of stakeholder needs Demonstrated ability to manage multiple projects simultaneously Perks of the Job Travel on Breeze! Breeze Airways provides equal employment opportunities to all Team Members 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. This policy applies to all terms and conditions of employment, including recruiting hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Breeze Airways will never request your Social Security Number, Driver's License or Date of Birth on our job postings. Job Postings requesting any or all of this information should be regarded as a scam. To ensure you are applying to an actual Breeze Airways posting, please apply online at ***************** then click “Careers” at the bottom of the page.

Business At Brookfield Residential, a leading North American land developer and homebuilder for over 65 years, we have had one goal in mind - creating the best places to call home. From the development of award-winning, master-planned communities to the creation of well-designed homes, we are committed to cultivating exceptional life experiences for our customers, partners, employees, and members of the community. As part of Brookfield - one of the largest alternative asset managers in the world - we harness our resources to bring a fresh approach, unparalleled creativity, relentless innovation, and sound Sustainability practices to the planning, development, and management of buildings everywhere. From offices, retail spaces, and logistics facilities to multifamily residences, hospitality establishments, and mixed-use structures - we are reimagining real estate from the ground up. If you're ready to be a part of our team, we encourage you to apply. Job Description Your Team Brookfield Residential's Summer Internship Program is designed to provide students with a unique opportunity to learn, grow, and contribute to the success of our projects and operations. This internship program is open to highly motivated and driven students who are eager to explore the development and residential real estate industry, gain practical experience, and make meaningful contributions to our team. The Summer Internship Program will begin on May 25, 2026 and conclude on August 14, 2026. Job Summary: As a Financial Analyst Intern, you will work closely with our investment team to support the financial planning, analysis, and decision-making processes that drive our projects. This internship provides an excellent opportunity to apply your financial knowledge, develop practical skills, and gain insight into the land development industry. Key Responsibilities: Financial Modeling: Assist in creating and maintaining financial models for potential and operational land development projects, including cash flow analysis and forecasting. Market Analysis: Conducts research on real estate market trends, property values, and economic conditions to identify and support potential market opportunities. Data Analysis: Analyze financial and market data to identify trends, risks, and opportunities related to project performance and investment returns. Investment Committee Packages: Work closely with the investments team to prepare IC presentations, and summaries for senior management and key stakeholders. Due Diligence: Support the evaluation of potential development sites by understanding required feasibility studies and risk assessments. Collaboration: Work with cross-functional teams, including project managers and legal advisors, to ensure alignment on investment objectives. Qualifications: Education: Currently pursuing a bachelor's in Finance, Accounting, Economics, Real Estate, or a related field. Technical Skills: Proficient in Microsoft Excel, with experience in financial modeling and data analysis. Analytical Skills: Strong problem-solving abilities and attention to detail, with the ability to analyze complex financial data. Communication: Excellent verbal and written communication skills, with the ability to present findings clearly and effectively. Team Player: Ability to collaborate effectively in a fast-paced, team-oriented environment. Interest in Real Estate: Passion for the real estate and land development industry is highly preferred. Ability to work 40 hours per week Monday - Friday. Must possess reliable transportation. Benefits: Competitive compensation. Hands-on experience in a real-world financial environment. Networking opportunities with industry professionals. Professional development through mentorship and training. Potential for full-time opportunities post-graduation. Brookfield Residential participates in the E-Verify process to confirm the eligibility of candidates to work in the United States. We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.

Our Finance Interns play a meaningful role in supporting the financial operations that help Nelson Labs make informed, data-driven decisions. This 12-week program runs from May 18th to August 7th, offering hands-on experience in several key areas of corporate finance. Interns engage in real project work under the guidance of an assigned Finance Leader and are paired with a dedicated Mentor for ongoing development and support. Education & Experience Requirements: * College student majoring in a finance-centric degree: * Finance, Accounting, Economics, Business Administration, or related fields. Schedule * Monday through Friday, 8-hour workdays on Day Shift. * 40 hours per week Essential Job Functions & Project Work Financial Data Analysis & Reporting * Assist in preparing recurring financial reports, including variance analyses and monthly close activities. * Collect, organize, and analyze financial data to support decision-making. * Help maintain accuracy of financial dashboards and performance metrics. Budgeting & Forecasting Support * Contribute to the preparation of annual budgets and quarterly forecasts. * Compile relevant departmental inputs and validate data accuracy. * Run scenario analyses and identify key assumptions or risks. Cost & Profitability Analysis * Support cost-tracking efforts and assist in identifying cost-saving opportunities. * Analyze trends related to operating expenses, project spending, and resource utilization. * Assist in basic margin and profitability reviews across service areas. Finance Business Partner Assistance * Prepare materials for financial reviews with business leaders. * Help respond to financial inquiries from internal stakeholders with timely data and insights. * Coordinate documentation, follow-up items, and action tracking from finance meetings. Project Work Aligned with Core Financial Functions * Participate in finance projects such as system enhancements, process improvements, or workflow standardization. * Assist in creating tools, templates, or models that improve reporting efficiency. * Collaborate with cross-functional teams to ensure project deliverables are met. Work Environment This role operates in a professional office environment. Finance Interns regularly use standard office equipment including computers, phones, keyboards, digital filing systems, and productivity software. Occasional interactions with operational areas may occur for data collection or process-mapping activities, with appropriate PPE provided as needed. Physical Requirements * Approximately 85% of the day spent sitting, typing, or working at a computer. * Ability to lift up to 25 pounds for occasional meeting or event setup. * Frequent walking between office and meeting spaces. * Must be able to work with standard office PPE when required (e.g., safety glasses for limited site-area visits).

Our Finance Interns play a meaningful role in supporting the financial operations that help Nelson Labs make informed, data-driven decisions. This 12-week program runs from May 18th to August 7th, offering hands-on experience in several key areas of corporate finance. Interns engage in real project work under the guidance of an assigned Finance Leader and are paired with a dedicated Mentor for ongoing development and support. Education & Experience Requirements: College student majoring in a finance-centric degree: Finance, Accounting, Economics, Business Administration, or related fields. Schedule Monday through Friday, 8-hour workdays on Day Shift. 40 hours per week Essential Job Functions & Project Work Financial Data Analysis & Reporting • Assist in preparing recurring financial reports, including variance analyses and monthly close activities. • Collect, organize, and analyze financial data to support decision-making. • Help maintain accuracy of financial dashboards and performance metrics. Budgeting & Forecasting Support • Contribute to the preparation of annual budgets and quarterly forecasts. • Compile relevant departmental inputs and validate data accuracy. • Run scenario analyses and identify key assumptions or risks. Cost & Profitability Analysis • Support cost-tracking efforts and assist in identifying cost-saving opportunities. • Analyze trends related to operating expenses, project spending, and resource utilization. • Assist in basic margin and profitability reviews across service areas. Finance Business Partner Assistance • Prepare materials for financial reviews with business leaders. • Help respond to financial inquiries from internal stakeholders with timely data and insights. • Coordinate documentation, follow-up items, and action tracking from finance meetings. Project Work Aligned with Core Financial Functions • Participate in finance projects such as system enhancements, process improvements, or workflow standardization. • Assist in creating tools, templates, or models that improve reporting efficiency. • Collaborate with cross-functional teams to ensure project deliverables are met. Work Environment This role operates in a professional office environment. Finance Interns regularly use standard office equipment including computers, phones, keyboards, digital filing systems, and productivity software. Occasional interactions with operational areas may occur for data collection or process-mapping activities, with appropriate PPE provided as needed. Physical Requirements • Approximately 85% of the day spent sitting, typing, or working at a computer. • Ability to lift up to 25 pounds for occasional meeting or event setup. • Frequent walking between office and meeting spaces. • Must be able to work with standard office PPE when required (e.g., safety glasses for limited site-area visits).