Finance advisor jobs in Saint Joseph, MO

Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation: $60,000 - $120,000 yearly Responsibilities: Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations Be a coachable, organized team member interested in pursuing training development and educational opportunities Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions Qualifications: Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers Requires a Bachelor's degree in business administration, finance, or other related field Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred Valid FINRA Series 7 & 63/66 preferred but not required Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential As a Financial Professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures. We're looking for people who possess the following characteristics: Highly self-motivated and self-disciplined with the ability to work effectively and independently Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others Fearless, positive attitude, and willingness to be accountable for results Organized, detail-oriented, and excellent time-management skills The desire for continuous learning Good communicator-excellent listening skills and ability to explain complex information in a simple and concise manner About Company New York Life - Company Overview: A Legacy of Stability & Trust Founded in 1845, New York Life is the largest mutual life insurer in the U.S., meaning it's owned by its policyholders rather than shareholders. The company consistently ranks among the top on the Fortune 500 list-currently at No. 69. Unwavering Financial Strength New York Life has received the highest possible financial strength ratings from all major credit agencies: A.M. Best: A++ Fitch Ratings: AAA Moody's: Aaa (or Aa1 in some recent updates) Standard & Poor's: AA+ These affirmations highlight the company's exceptional capital position, diversified liabilities, strong operational performance, and disciplined distribution model.

About Us American Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments. Privately controlled and independent, we focus solely on investment management. But there's an unexpected side to us, too. We direct over 40% of our profits every year-more than $2 billion since 2000-to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute's breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer's. So, the better we do for our clients, the more we can do for everyone. All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway. If you're excited to learn more about us, we can't wait to learn more about you. Role Summary American Century's Early Insights program has been crafted for pre-matriculated MBAs/Masters level students who will graduate in 2027 with an interest in switching career tracks and curiosity to learn more about the Investment/Asset Management industry. This three day, in-person program offers you the opportunity to discover our firm, our people and our culture of Winning Behaviors. The content, panels, and educational forums you will partake in will be geared to our Investment Analyst career track. You will be aligned with an individual mentor who will advocate for you in this field. You will also participate in networking, receive early access to senior leaders, career development, training and group-specific interview preparation for our Summer Associate Investment Analyst Program the following summer. This program will take place July 16-18, 2025, at our corporate headquarters in Kansas City, Missouri. You will participate in engaging seminars on the following topics: Why Investment Management? How do I break into this field? A Day in the Life Modeling: Tutorial and Activity Based How to Build a Successful Stock Pitch Shadowing opportunity with an assigned mentor How to Apply for Consideration To be eligible, you must submit your resume and an essay describing your interest in investing. The application is due by May 19, 2025. In this essay, we encourage you to explore the following about company/stock of your choosing: What do you find exciting in your research and why you believe it might be a good investment? How does this company align with your personal interest in investing? What are the top three things you would want to know in order to understand the business strategy of the company and determine how attractive this stock might be for investment? What You Bring to the Team Currently accepted/enrolled in a 2027 MBA/Masters program with an emphasis in Finance or other related field A passion for asset management, investment philosophies, and analyst career tracks An interest in relocating to Kansas City, Missouri, for career opportunities in the future Authorized to work for any employer in the U.S. without sponsorship now and in the future What You Will Gain An individual mentor who will advocate for you in this field Industry and company specific exposure to role-specific skills and topics A guaranteed interview spot (to take place in December 2025) for our 2026 Summer Associate program All program expenses will be covered (flight, hotel, transportation, etc.) Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role. American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions. We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to HR-Talent_*******************************. All requests for accommodation will be addressed as confidentially as practicable. American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases. #LI-Hybrid American Century Proprietary Holdings, Inc. All rights reserved.

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.

Analyst - Fireclay Partners (In-Person | Downtown Kansas City) About Fireclay Fireclay Partners is a Kansas City-based strategic advisory firm focused on M&A and capital advisory across multiple industries. Current coverage spans Industrials (aerospace, automotive, manufacturing), Energy, Natural Resources (chemicals, metals, renewables, agriculture), Financial Institutions, Technology & Services (industrial tech, automation), Consumer, Healthcare, and Real Estate. What You'll Do Build financial models & valuation work (DCF, comps, accretion/dilution). Create client materials: teasers/CIMs, pitches, management presentations. Support buy-side & sell-side execution: diligence, data rooms, process tracking. Drive industry & company research across our sectors, including transportation & logistics and energy focus areas where applicable. Help with BD & coverage: market maps, pipeline hygiene, target/buyer screens. Synthesize findings into client-ready insights for senior bankers & C-suite. This role is in-person at our downtown KC HQ; occasional client travel. What You Bring Bachelor's in Finance, Econ, Business, or related. 0-3 years in investment banking, consulting, corp dev/finance, or relevant internships. Strong Excel/PowerPoint; crisp writing & presentation. Organized, detail-obsessed, and comfortable juggling multiple workstreams. Nice-to-haves: CapIQ/PitchBook/Apollo; sector interest in industrials/energy/transport & logistics. Why Fireclay Direct exposure to live deals and senior decision-makers. Multi-sector learning with room to go deep where you're strong. Small, entrepreneurial team-outsized impact from day one. Fireclay Partners is an Equal Opportunity Employer committed to an inclusive workplace.

Join Our Team - Let's Build Something Great Together! At e2E LLC, we're all about supporting small businesses with big potential. We partner with the dreamers, the doers, and the believers who are working tirelessly to build something amazing. These are the entrepreneurs who have the passion and drive but need the expertise and peace of mind to take their business to the next level. We're looking for problem-solvers, strategic thinkers, and roll-up-your-sleeves kind of people who thrive in a fast-paced, collaborative environment. Whether streamlining operations, organizing chaos, or helping business owners make smart decisions, you'll play a key role in driving growth and ensuring things run smoothly. What we're looking for: A passion for small businesses: You understand how important they are to the economy and are excited to help them succeed. A problem-solver's mindset: You see challenges as opportunities to innovate and find creative solutions. A hands-on approach: You're ready to roll up your sleeves and actively contribute to the success of the businesses we support. A team player: You enjoy working together to achieve bigger goals and make a real difference. If you love working with passionate business owners, thrive in a fast-paced environment, and believe in the power of small businesses, we want to hear from you! Please send us your resume and let us know why you'd be a great fit for our team. We're excited to meet you and see how you can help us make an impact! Let's work together to help small businesses win!

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

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

About Us: At Anderson KIA, we don't just sell cars, we guide customers through one of the most exciting purchases of their lives. As a trusted KIA dealership, we believe in delivering exceptional service, building lifelong relationships, and making the car buying experience smooth, transparent, and enjoyable. As a family-owned business with over 30 years of history in Missouri and Nebraska, we're looking for driven enthusiastic individuals to join our sales team. Position Summary: We are seeking a motivated and customer-focused Sales Guide & Finance Specialist to join our growing team. This hybrid role combines front-end vehicle sales with back-end finance and insurance (F&I) responsibilities. You'll guide customers through their vehicle purchase journey - from selection to test drive to final financing - while providing honest, helpful, and knowledgeable support at every step. Key Responsibilities: Sales Duties: Greet and engage customers in a friendly, professional manner Assist customers in selecting the right vehicle to fit their needs and budget Conduct test drives and product demonstrations Maintain in-depth knowledge of KIA models, trims, features, and pricing Follow up with leads and maintain CRM entries Finance Duties: Present and explain financing and leasing options clearly Sell F&I products such as extended warranties, protection plans and insurance packages Ensure compliance with all local, state, and federal regulations Prepare and review all documents for accuracy and completeness What We're Looking For: Prior experience in Customer Service or Sales Excellent communication and customer service skills Confidence with technology and dealership CRM tools Ability to meet and exceed monthly goals A positive attitude and a desire to succeed What We Offer: Non-Commission pay plan. Base Salary + Bonuses based on volume and production. Earn $50,000 to $80,000+ Health, dental, and vision insurance 401(k) Paid time off and holidays Ongoing training and career growth opportunities Friendly and supportive team environment Additional Requirements: Valid driver's license and clean driving record Must be at least 18 years old and authorized to work in the U.S. Successful completion of a pre-employment drug screen and background check. Join Our Team! If you're ready to take your auto sales career to the next level and expand your skill set into finance, we want to hear from you. Apply today and help us create an exceptional KIA buying experience for every customer who walks through our doors. Anderson Auto Group is an Equal Employment Opportunity Employer and complies with EEOC standards. Join us and discover a career path where you can make a difference. Your future begins with Anderson Auto Group.

Description & Requirements Forvis Mazars is a Top 10 professional services firm focused on providing Advisory, Assurance, and Tax services. We are driven by our commitment to Forward Vision in providing rewarding careers and delivering unmatched client experiences through innovative services to our industry leading global clients. The Financial Services Advisory practice brings our global footprint, clients, industry expertise, and innovative solutions together to help global companies exceed their strategic objectives and needs. We have a national and global footprint with a significant portfolio of financial services clients spanning across banking, insurance, global markets, asset and wealth management, and payments. Our clients range from the largest, premier global banks, insurers, and financial institutions to super-regional and community banking clients, asset managers, and Fintech start-ups. We are looking for team members to join our global, inclusive community of passionate financial services advisors. These diverse professionals should be highly skilled, entrepreneurial, and future focused - they are self-starters with curiosity and a passion for continuous learning. They possess a strong growth mindset that propels themselves and others forward, driving innovation through delivery, and helping clients succeed beyond their expectations. Daily, you will have the opportunity to learn and work alongside a broad mix of highly talented subject matter leaders and team members both at Forvis Mazars and at our clients. You will have an environment to explore and experience emerging, and relevant topics based on your interests and alignment to your short and long-term career goals. How you will contribute: * Conducting Regulatory Compliance Reviews * Conducting Independent Bank Secrecy Act (BSA)/Anti-Money Laundering (AML) Reviews * Interfacing with the senior management of our clients * Writing reports, including key findings and recommendations * Participating in client meetings and executive presentations * Maintaining and achieving high quality in work, client relations, and team relations * Performing other duties as assigned by the firm's leadership * Executing with significant independence all facets of engagement activities * Delivering Forvis Mazars' commitment to unmatched client experience through timely and responsive communication with internal and external clients We are looking for people who have Forward Vision and: * Effective time management * Strong oral and written communication skills * Ability to work well with a team as well as independently * Problem-solving attitude * Willingness to take initiative * Close attention to detail * Ability to work under pressure and against deadlines Minimum Qualifications: * Bachelor's degree in business, finance, accounting, economics and others might be considered * Proficiency in MS Office: Word, Excel, Power Point and Outlook Preferred Qualifications: * GPA of 3.0 or higher (in major and overall) Applicants for positions with Forvis Mazars must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position. #LI-LRA, #LI-CHI, #LI-IND, #LI-KCMO, #LI-STL, #LI-OKC, #LI-HOU Illinois Wage Transparency Pursuant to Illinois' Equal Pay Act, the salary range displayed is for the Illinois market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Non-exempt/hourly positions will be eligible for time and half pay for employees that work over 40 hours in a workweek. Benefits are eligibility-based and could include group health plan benefits, 401(K), bonuses, profit-sharing contributions, flexible time off, and parental leave. For more information on benefits, please visit **************************************** Forvis Mazars reserves the right to make changes to the salary range based on business needs. IL Minimum Salary (USD) $ 71000 IL Maximum Salary (USD) $ 75000

The BSA Fintech Analyst plays a key role in supporting the oversight and execution of Dickinson Financial Corporation's ("DFC") BSA/AML Program within the Banking-as-a-Service (BaaS) segment. Reporting to the Director of BSA, this position is responsible for managing critical components of the Fintech BSA/AML framework in close collaboration with leadership. The Analyst contributes to DFC's mission of delivering BaaS solutions in a safe, sound, and compliant manner by identifying, monitoring, investigating, and reporting suspicious activities related to fraud, money laundering, and other potential violations of law. This role ensures timely and accurate completion of all related tasks and reporting obligations, maintaining strong alignment with regulatory expectations and internal standards. **Responsibilities** + Support the development and ongoing maintenance of BaaS-related policies and procedures in alignment with current regulations, including BSA, AML, CIP, and OFAC requirements. + Assist the Director of BSA in evaluating prospective Fintech partners through interviews, policy and procedure reviews, and risk assessments. + Monitor daily BSA/AML/CFT and OFAC-related activities of BaaS partners to ensure timely and effective investigation of suspicious or potentially fraudulent transactions. + Compile and prepare data for reporting to various levels of management, including the Board of Directors. + Gather and organize documentation for BSA/AML-related exams, audits, model validations, law enforcement inquiries, subpoenas, and other regulatory requests. + Respond to Section 314(a) Patriot Act search requests by collecting and documenting relevant information. + Ensure regulatory reports are prepared accurately, submitted on time, and properly documented and retained. + Investigate and draft recommendations for BaaS-related Suspicious Activity Reports (SARs), ensuring thorough and accurate reporting. + Maintain quality control standards for all BaaS-related report filings. + Collaborate with other business units to streamline and improve compliance-related processes. + Actively engage in professional development, including one-on-one meetings, departmental discussions, and other assigned BSA compliance duties. + Attend BSA/AML training sessions to stay current on industry best practices, laws, regulations, and internal policies. + Conduct all responsibilities in full compliance with applicable laws, regulations, and bank policies. + Communicate with branch associates and other departments to clarify client activity, while maintaining strict confidentiality. + Make sound, risk-based decisions and recommendations regarding client activity, including escalation or continued monitoring as needed. + Protect all client and bank information confidentially and follow all company policies. + Understand, communicate, and instill the Company's mission, vision, and values (Pillars of Success). + Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures. + Working at the worksite during regular business hours and/or assigned hours. + Other specified duties as assigned. **Skills** + Strong analytical skills with the ability to conduct thorough and logical investigations. + Ability to understand and work with complex concepts independently, with minimal guidance. + Adaptability and flexibility in managing shifting priorities, deadlines, and high-volume workflows in a fast-paced environment. + Proven ability to build and maintain effective working relationships across departments and with external partners. + High level of professionalism and discretion in handling sensitive and confidential information. + Keen ability to recognize and assess potentially suspicious client activity. + Excellent interpersonal, verbal, and written communication skills. + Strong time management skills with the ability to work independently and collaboratively within a team. + Exceptional attention to detail, problem-solving abilities, and a commitment to producing high-quality work. + Proficiency in Microsoft Word and Excel. + Self-driven and results-oriented with a proactive approach to responsibilities. + Well-developed organizational skills with the ability to manage multiple tasks efficiently. **Education & Experience** + Bachelor's degree in business administration, Finance, or a related field or equivalent professional experience in a relevant domain. + Minimum of 3-4 years of hands-on experience conducting investigations in BSA/AML compliance. Required. + Strong understanding of Banking-as-a-Service (BaaS), Fintech, and/or traditional banking operations and systems. Required. + Proficiency with BSA/AML interdiction software is required. Familiarity with platforms such as Verafin or Unit21 is preferred. + Demonstrated ability to make timely, high-quality decisions in complex or ambiguous situations. Strong analytical and critical thinking skills are essential. **Physical Requirements** The work environment is typical of a standard office or retail banking setting. The position is sedentary, involving sitting most of the workday; however, the position will involve moving about the workspace to reach entrances/exits, restrooms, conference rooms, or other areas within the work environment. Reaching may be required involving the ability to move arms in any direction. Office equipment, such as a computer and telephone, will be used requiring the ability to manipulate a keyboard, mouse, and/or keypad. The ability to decipher a computer screen or written documents is necessary. The ability to express or exchange ideas; impart information to clients, coworkers, or the public; or to convey detailed or important instructions; is required. The ability to receive and understand detailed information shared through oral or written communication is required. Position requires lifting and/or the exerting of up to 10 pounds of force. **Benefits** Full‐time associates are eligible for our benefits package: + Medical + Dental + Vision + 401(k) plan + Company paid life insurance + Short and Long-term disability insurance + Company paid vacation, paid leave and holidays This position will remain open until a qualified applicant is hired. Equal Opportunity Employer/Disabled/Veterans Academy Bank and Armed Forces Bank provides equal employment opportunities to applicants and employees without regard to race, color, religion, sex, national origin, protected veteran status, disability. Academy Bank and Armed Forces Bank provides affirmative action data on protected veteran status or disability. If you need an accommodation for any part of the employment process, please email ************************

Kansas City, Missouri **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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan 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. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Responsibilities:** + Leads the Client Process Management Process within the client team to identify new business development opportunities + Sources new clients in alignment with the bank's established risk appetite + Leads the client team to deliver meaningful interactions and a Branded Client Experience + Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs + Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages use and adoption of digital capabilities to enhance the client and client team experience + Builds relationships with internal and external partners and centers of influence **Required skills:** + 12+ years of private banking or complex financial services experience ORequivalent financial services/business experience + Responsible for driving new business development for target client segment ($3MM++ investable assets) + Present to clients a holistic approach, leveraging the entire Private Bank platform + A high touch, client-focused individual with exceptional interpersonal skills + A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client + Ability to influence; proactively asks for and closes business + Solutionsoriented;sales and financial aptitude a must + Must be a skilled negotiator + Ability to work and identify the need for team specialists; collaborate closely with other team members + Takes on a leadership role on the team and within the business community + Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date) **Desired skills:** + MBA or Post-Graduate Degree preferred + CFP, CPA, CFA, CTFA, CFM or JD a significant plus **Additional Skills Used in this Role:** + Business development + Prospecting and Qualification + Oral Communication + Investment Products and Solutions + Client team management + Influencing + Consulting + Problem Solving + Investment Products and Solutions + Advisory Sales + Pipeline management + Active Listening + Collaboration + Transitioning client conversations **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **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.

Job DescriptionDescription: Duration: 10-Week Program (Summer 2025) Application Deadline: About Flint Group: Flint Group is a leading investment holding company focused on creating long-term value by investing in private companies capable of generating returns over decades. Unlike traditional private equity firms, Flint Group operates with a unique structure that enables us to pursue long-term strategies and investments in innovation, workforce development, technology adoption, and supply chain improvements. Flint's team is comprised of experienced investors and operators, guided by a vision to generate sustainable competitive advantage and deliver value for all stakeholders. Flint Group invests in lower middle-market companies, with a typical investment size ranging from $60MM to $120MM, and we focus on long-term value creation without the use of enterprise leverage. We partner closely with management teams to excel in the Five Key Battles™: People, Systems and Processes, Execution, Customer Intimacy, and Product Leadership. Our summer internship program is designed to provide participants with hands-on experience in investment strategies, financial analysis, and continuous improvement in a collaborative and high-growth environment. Program Overview: The Flint Group Accounting Summer Internship Program is a 10-week immersive experience where you'll gain exposure to real-world investment decision-making, continuous improvement initiatives, and strategic business operations. Throughout the program, you'll be paired with an Associate to contribute directly to live investment opportunities and work with portfolio companies to drive value. Interns will work closely with senior leadership and subject matter experts, gaining insight into Flint's unique approach to creating long-term value. The internship is designed to give participants the opportunity to bridge the gap between academic learning and practical application, while also exploring the intersection of finance, strategy, and operations. You'll engage in meaningful projects, develop critical skills, and form lasting relationships with a diverse and dynamic group of professionals. Key Responsibilities: Investment Analysis: Assist in developing detailed Excel analyses to support the investment decision-making process, providing actionable insights for potential investments and portfolio management. Project Collaboration: Work on a project alongside both the investment team and Excellence Group, which focuses on continuous improvement and supporting Flint's Five Key Battles™. You will have the opportunity to present your project outcomes to Flint leadership and operating company management. Financial and Strategic Insight: Gain in-depth working knowledge of relevant financial concepts and real-world investment strategies, bridging the gap between theory and practice. Board Meeting Exposure: Observe and listen in on a board meeting with an existing operating company to understand governance, decision-making, and the operational challenges faced by portfolio companies. Continuous Learning: Participate in a 5-day orientation program to familiarize yourself with Flint Group's business, team, and the tools/skills you'll need for success during the internship. Professional Development: Establish a foundation of knowledge and experience that will prepare you for a successful career in investment management, corporate strategy, or business operations. What You'll Gain: Hands-on experience working on live investment opportunities and contributing to the growth of Flint Group's portfolio companies. Exposure to senior leadership and an opportunity to engage with industry experts in investment, operations, and strategy. Development of advanced Excel, financial modeling, and analytical skills, providing a strong foundation for future roles in finance or business management. Experience in working on continuous improvement initiatives and applying strategic frameworks like the Five Key Battles™ to real-world business challenges. Networking opportunities with professionals across various functions and industries, helping to expand your career horizons. A deeper understanding of Flint Group's unique approach to investing and value creation, which will set you apart in your future career. The Right Candidate Will Possess: Intellectual Curiosity: A strong interest in business strategies, investments, and operational excellence. Team-Oriented: A selfless work ethic, with the ability to thrive in collaborative, high-performance teams. Strong Analytical Skills: Superior judgment, excellent analytical, quantitative, and interpretative abilities. Adaptability & Resilience: Flexibility to adapt to changing priorities and a dynamic work environment. Technical Proficiency: Advanced proficiency in Microsoft Excel, PowerPoint, and Word. Leadership Potential: Demonstrated goal-oriented mindset and leadership potential through academic or extracurricular involvement. Communication & Interpersonal Skills: Strong presence and interpersonal abilities, with maturity, integrity, and the ability to build relationships with diverse individuals. Required Qualifications: Academic Standing: Currently a sophomore or Junior, with a GPA of 3.75 or higher. Coursework: Completion of at least two courses in finance, accounting, economics, or business management prior to program start. Interest in Finance/Investment: A demonstrated interest in finance, accounting, economics, or business strategy. Analytical Mindset: Ability to analyze data and develop insights that contribute to strategic decision-making. Why Join Flint Group? Unique Opportunity: Gain exposure to long-term investment strategies and a unique approach to value creation within a high-growth investment firm. Mentorship & Learning: Work closely with experienced professionals in investment management, operations, and strategy, gaining mentorship and guidance throughout your internship. Impactful Work: Contribute to live investment projects and work on initiatives that drive real, measurable impact for Flint's portfolio companies. Inclusive Culture: Join a diverse, inclusive, and collaborative team of curious and driven individuals committed to personal and professional growth. How to Apply: Interested candidates are invited to submit their resume, cover letter, and unofficial transcript by applying on our careers page: ************************** We look forward to reviewing your application and seeing how you can contribute to the success of Flint Group! Requirements:

Who We Are At Nature's Touch, you're not just building a career; you're joining a trailblazing team that believes in the power of collaboration, diversity, and continuous learning. Since 2004, we've been on a fast-growing journey from a small startup to a global leader in private label frozen food manufacturing. With modern facilities in North America-including two plants in the U.S.-we proudly supply millions of households worldwide. What drives us is simple: a commitment to quality, innovation, and sustainability. We're shaping the future of frozen fruit-and we'd love for you to be part of that growth. At Nature's Touch, growth opportunities are everywhere! The Opportunity Reporting to the Plant Controller - North America, the Financial Analyst at the Edwardsville plant will serve as a key partner to both plant and corporate leadership. This role is responsible for providing critical financial insights that support decision-making and operational excellence. The Financial Analyst will develop a strong understanding of the plant's operations and cost drivers, while taking ownership of key financial processes, including variance analysis, budgeting, forecasting, and cost analysis. By delivering accurate reporting and actionable recommendations, this position will help optimize plant performance and support strategic initiatives across the business. 📍 Edwardsville, Kansas, USA | On-site work model What You'll Do Analyze weekly and monthly actual vs. target costs and identify root causes of variances. Partner with plant operations to implement and track cost reduction initiatives. Review and close manufacturing batches, ensuring accurate financial recording. Capture and report on plant and division KPIs, providing insights for leadership discussions. Participate in physical inventory counts and reconcile adjustments as needed Prepare journal entries, account reconciliations, and other month-end documentation. Support the preparation of forecasts and annual budgets Maintain internal control documentation and support compliance initiatives. Take on special projects to improve processes, reporting, and data accuracy. Use tools such as MS Excel, PowerBI and ThoughtSpot to visualize, analyze, and communicate financial data effectively. Collaborate across teams, presenting insights and recommendations to plant leadership. What You Bring Bachelor's degree in Finance, Accounting, or related field (MBA a plus). 5+ years of finance or cost accounting experience in manufacturing (required). Construction or retail distribution backgrounds may also be considered. Strong costing, variance analysis, budgeting, and forecasting skills. Excellent analytical and communication skills. Proficiency in Excel and experience with Power BI ERP implementation knowledge is an asset. What to Expect A full-time, permanent role with long-term stability Regular Monday-Friday schedule with standard business hours A plant-based environment with hands-on exposure to operations Light travel (approx. 5%) to keep things dynamic without heavy demands Why Join Us Be part of a fast-growing global company in the frozen food manufacturing industry, where your financial insights directly impact plant performance. Work in a collaborative culture that values teamwork, accountability, and continuous improvement. On-site role at our Edwardsville plant, with opportunities to gain deep exposure to operations and partner closely with leadership. Opportunities to develop your expertise in costing, budgeting, forecasting, and variance analysis while supporting strategic projects such as ERP implementation.

Job Description Join a company where your expertise is valued and growth is a cornerstone. At New York Life, we're not just about insurance; we're about building futures. As a Licensed Financial Services Professional, you'll empower clients by providing tailored financial strategies that ensure security and growth. You'll be part of a pioneering industry leader, renowned for its unwavering financial strength and a legacy of stability since 1845. Our mutual company structure means we're owned by our policyholders, not shareholders, allowing us to prioritize the needs of those we serve. You'll enjoy unparalleled career advancement opportunities and a supportive work culture that champions innovation and employee development. We offer competitive benefits and the chance to work with a dedicated team committed to excellence. Here, your contributions matter, and your growth is our priority. Join us at New York Life, and let's build a future together that you can be proud of. Compensation: $75,000 - $105,000 yearly Responsibilities: Build and maintain long-term relationships with individuals, families, and businesses to provide tailored financial strategies. Conduct client needs assessments to help identify goals in areas such as retirement, investments, business planning, and estate planning. Educate clients on insurance, investment, and retirement solutions offered by New York Life and its affiliates. Develop and implement customized strategies that help clients achieve financial security and peace of mind. Proactively prospect and network to grow a client base within the community. Maintain a high level of ethics, professionalism, and compliance with industry standards and company policies. Continuously develop knowledge and expertise through ongoing training and professional development. Qualifications: Bachelor's degree preferred, but not required - strong consideration given to proven sales, leadership, or business-minded experience. Life and Health Insurance License (must be obtained prior to starting). Ability and willingness to pursue required securities registrations: Path 1: SIE + Series 6 63. Path 2: SIE + Series 7 66. Strong communication and relationship-building skills with a servant-leadership mindset. Driven, disciplined, and highly motivated by performance-based rewards. Ability to work independently while also thriving within a team-oriented culture. Commitment to personal integrity, professional growth, and community impact. About Company New York Life - Company Overview: A Legacy of Stability & Trust Founded in 1845, New York Life is the largest mutual life insurer in the U.S., meaning it's owned by its policyholders rather than shareholders. The company consistently ranks among the top on the Fortune 500 list-currently at No. 69. Unwavering Financial Strength New York Life has received the highest possible financial strength ratings from all major credit agencies: A.M. Best: A++ Fitch Ratings: AAA Moody's: Aaa (or Aa1 in some recent updates) Standard & Poor's: AA+ These affirmations highlight the company's exceptional capital position, diversified liabilities, strong operational performance, and disciplined distribution model.

About Us American Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments. Privately controlled and independent, we focus solely on investment management. But there's an unexpected side to us, too. We direct over 40% of our profits every year-more than $2 billion since 2000-to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute's breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer's. So, the better we do for our clients, the more we can do for everyone. All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway. If you're excited to learn more about us, we can't wait to learn more about you. Role Summary This program is for currently enrolled undergraduate students. The deadline to apply is October 22, 2025. This position is not eligible for visa sponsorship. Applicants must be authorized to work in the U.S. without visa sponsorship, now or in the future. How You Will Make an Impact Work closely with the Office of the Chief Investment Officer on investment department projects Contribute to driven research that supports department initiatives Build data visualization solutions for team using Tableau Have the opportunity to interview portfolio managers to gain deeper perspective on different investment approaches What You Bring to the Team (Required) Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven Passion for gaining experience in the asset management industry Attention to detail Keen and collaborative communication skills Strong analytical reasoning and quantitative skills Proficiency in Microsoft Office suite, SharePoint Experience with Tableau or other data visualization tools Experience with programmatic languages such as Python/R/SQL (preferred, not required) Additional Assets (Preferred) A current Sophomore, Junior or Senior Undergraduate student, including Students enrolled in accelerated Masters programs, who are currently enrolled fulltime in Business Administration program or similar; additional coursework in Information Systems or Technology preferred What We Offer Our interns receive competitive pay, as well as 401k eligibility for contributions Mentor Program: a designated mentor will be assigned to you during your time with us to provide career coaching and mentorship Access to Business Resource Groups that you can ally and participate in (Accelerate, Charlie Mike, Enable, Emerging Professionals, Pride, Mosaic) Casual dress code - be comfortable and express your unique self A robust social and philanthropic calendar of events hosted just for interns! Internship Structure 10 Week Program - June 1- August 7 40 hours a week, between 8am-5pm CST Additional Requirements Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role. American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions. We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to HR-Talent_*******************************. All requests for accommodation will be addressed as confidentially as practicable. American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases. #LI-Onsite American Century Proprietary Holdings, Inc. All rights reserved.

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.

Investment Banking Summer Analyst Our competitive intern program is a robust experience that offers interns exposure to the business world and a meaningful work experience. Interns are treated as valuable team members while learning from experienced professionals in a collaborative and dynamic environment. Your key tasks will include: Supporting the team in the preparation of pitch materials, info memos, buyer lists and data rooms. Creation of market and business analyses in the context of M&A transactions. Database and market research. Preparing company valuations, using a variety of valuation methods. You should possess the following qualifications/skills: An outstanding academic record. A major in Finance or Accounting. Advanced Microsoft Office skills (especially in Excel and PowerPoint). Strong communication skills. An ability to focus on detail and a passion for excellence. A strong work ethic and a capacity for teamwork.

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

About Us American Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments. Privately controlled and independent, we focus solely on investment management. But there's an unexpected side to us, too. We direct over 40% of our profits every year-more than $2 billion since 2000-to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute's breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer's. So, the better we do for our clients, the more we can do for everyone. All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway. If you're excited to learn more about us, we can't wait to learn more about you. Role Summary This program is for currently enrolled undergraduate rising seniors who will graduate in December 2026 - Spring 2027. The deadline to apply is October 15, 2025. This position is not eligible for visa sponsorship. Applicants must be authorized to work in the U.S. without visa sponsorship, now or in the future. Are you seeking an opportunity to learn the basics of the financial services industry with a reputable firm in KC? Our Personal Financial Solutions interns will learn about American Century Investments through an initial formal training program and continual training and coaching throughout the program. Interns will then apply that knowledge to significant opportunities and projects. How You Will Make an Impact Complete a robust training program that will immerse you into the world of direct to consumer finance Participate in weekly training and study sessions to prepare to take the SIE License through FINRA, sponsored by our firm! Develop a keen understanding of Personal Financial Solutions, including client facing and back office functions Engage with business partners and leaders across the firm to drive career path and networking opportunities What You Bring to the Team (Required) Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven Passion for gaining experience within the finance industry and an aim to learn more about client relationships and support Students seeking opportunities to acquire full-time roles beyond graduation Additional Assets (Preferred) A rising senior undergraduate student, currently enrolled full-time in any related field, particularly finance, business and with a keen interest in sales What We Offer Our interns receive competitive pay, as well as 401k eligibility for contributions Mentor Program: a designated mentor will be assigned to you during your time with us to provide career coaching and mentorship Access to Business Resource Groups that you can ally and participate in (Accelerate, Charlie Mike, Emerging Professionals, Enable, Pride, Mosaic) Casual dress code - be comfortable and express your unique self A robust social and philanthropic calendar of events hosted just for interns! Internship Structure 10 Week Program - June 1 - August 7 40 hours a week, between 8am-5pm CST Location: Kansas City, MO Additional Requirements Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role. American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions. We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to HR-Talent_*******************************. All requests for accommodation will be addressed as confidentially as practicable. American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases. #LI-Onsite American Century Proprietary Holdings, Inc. All rights reserved.