Finance advisor jobs in Sandy, UT - 196 jobs

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 Salt Lake City, UT marketplace (specifically, the Davis County area). 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.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

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

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

**_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** + Assembles the past due report and interacts directly with vendors to obtain payments and reconcile discrepancies + Learns the Cardinal systems to track and validate the calculations of supplier rebates + Support the sourcing team to ensure the Cardinal system reflects the most up to date and current contracts, thereby ensuring the supplier rebates are calculated correctly + Assist vendors and internal sourcing teams with any disputes/inquiries + Assist internal cash team with payment application details for vendor payments + Assist with month end close activities, which consist of ensuring manual rebates are calculated correctly, all manual billings are reclassified to the correct general ledger accounts and checking the systematic rebates for accuracy **_Qualifications_** + 3-6 years of experience, preferred + Bachelor's degree in related field, preferred, or equivalent work experience, preferred + Proficient in Microsoft Office Suite (e.g. Excel) + Experience with SAP or similar ERP systems + Experience with contracts and agreements + Strong organizational skills + Strong communication skills **_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:** 2/16/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

Job Title: Private Equity Analyst Company: Solen Software Group Employment Type : Full-time About Solen Software Group: Solen Software Group is an evergreen holding company that acquires and operates proven software businesses that have significant growth potential in a variety of vertical markets, enabling them to be market leaders in their niche industry. Solen owns several software companies in various market spaces: Human Resource Technology, Fleet Telematics, Asset Management, Aerospace and Defense, Financial Services, and other innovative software solutions in a variety of industries. Solen is backed by a group of advisors and investors that have built software businesses of material scale (10-100M in ARR) and advised many. About the role: As a Private Equity Analyst you will play a crucial role in our M&A sourcing engine-identifying and engaging with founders of promising bootstrapped B2B SaaS businesses. Your work will be the front line of Solen's growth, driving outreach, relationship-building, and deal pipeline development. This role is perfect for you if you are a natural communicator and thrive on conversations with founders, and proactively seeks out quality b2b software acquisition opportunities. You will be a critical part of helping Solen enter our next phase of growth as we continue to acquire quality B2B SaaS businesses. The successful candidate will work from our office in Utah. Key Responsibilities: M&A Sourcing & Outreach Identify, research, and map software markets to find attractive acquisition targets Build and maintain relationships with software founders, owners, and intermediaries Conduct high-volume outreach via email, phone, and LinkedIn to engage business owners Work collaboratively with the sourcing team to develop and achieve ambitious KPIs Track and refine outreach metrics to optimize engagement and deal flow Initial Deal Evaluation Meet with founders and quickly understand the fundamentals of their business Gather key financial and operational data to inform valuation discussions Collaborate with the team to qualify leads and prioritize high-potential deals Market & Competitive Analysis Monitor industry trends and competitor activity to refine our acquisition thesis Analyze key financial indicators to determine a company's fit for Solen Work with the leadership team to refine targeting criteria and adjust strategies Key Requirements: Bachelor's degree in a relevant field (e.g., Business, Finance, Economics). 2-3 + years of proven experience in corporate development, investment banking, product or a related field, with a strong focus on M&A in the technology sector. Proficiency in Excel and CRM tools, with strong analytical skills for data management and financial evaluation. Excellent written and verbal communication skills, with a strong aptitude for relationship-building. Strong analytical and strategic thinking abilities, with a keen understanding of the B2B SaaS market. Ability to work on-site and collaboratively with team members. Enthusiasm for conducting market research and competitive analysis Legally authorized to work in the U.S. What will set you apart: We are looking for individuals who are motivated by challenges and have a relentless drive to learn and grow. While technical proficiency is essential, your attitude and unwavering commitment to collaborative success are the traits that will blend well with Solen culture. Excellent communicator - you convey ideas and plans clearly, efficiently, and quickly and communicate confidently with key stakeholders. Get things done - you are organized, driven by the creation and execution of processes. You know how to hustle while paying close attention to the details. You have tremendous energy and a positive attitude Are relentlessly resourceful - you are able to see a project from the idea stage through successful completion - and do what it takes to make it a success. You're looking for an opportunity to take on enormous responsibility and grow in a high velocity work environment. Care about excellence - you are focused, professional and thoughtful in everything you do. While the big ideas matter, you also care deeply about the details and meticulous execution Think ahead - you see around corners, anticipate outcomes and develop contingencies. You surface potential problems along with possible solutions Embody Solen through and through - you are respectful, friendly, upbeat, empathetic, punctual, and confident in your abilities without being boastful Benefits: Be part of a dynamic, growth-oriented company with a focus on long-term success Competitive compensation and benefits package (includes 401 (k) and bonus plan). We thank all applicants for their interest; however, only those selected for an interview will be contacted. Recruitment Disclaimer Solen Software Group will never request payment, banking information, or other sensitive personal or financial details during any stage of the recruitment process. All official communication will come from a *************************** email address. Any outreach outside these standards should be disregarded and reported to us through our official channels. Solen Software Group is a performance-oriented organisation that values career advancement, internal development, and transparent practices. We are an equal opportunity employer and are committed to creating an inclusive, welcoming environment for all team members. We do not discriminate based on race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or any other legally protected status. All qualified applicants will receive consideration for employment without regard to any of these characteristics. Solen-isms: Pioneering Pioneering driven by opportunity, using first principles thinking and unbound by tradition or rules. Mutual Elevation Committed to growth, elevating teams, developing future leaders, and removing barriers to mastery and joy. Learn-It-Alls Learn-it-alls, not know-it-alls, embracing failure as part of growth and progress. Figure-It-Out-iveness Embracing challenges, fostering growth, and taking initiative, leaders thrive on hard work and high failure tolerance. Completionists We exhibit stick-to-it-iveness. We are Completionists. We adapt. We think long-term. No plan B. We are all in. We burn the boats. Ownership Mindset We own the mission. We don't wait to be told. We lead, fix, and build as if it were ours. When problems arise, we run toward them, not away. Dialectical We learn through conversation. We ask, listen, question, and evolve - valuing disagreement as a tool for alignment and deeper understanding. Benchmark to Best We seek out excellence. We measure ourselves against the best and adapt quickly, always looking for the edge that moves us forward. Will to win Leaders relentlessly pursue potential, reject mediocrity, and get what they tolerate. Candor We communicate with integrity, transparency, and respect in all conversations. Band of beavers We are relentlessly resourceful, industrious semi-aquatic rodents. Our teeth are self-sharpening. As multi-faceted generalists, we terraform Frugality Achieving more with less, focusing on quality, long-term value, and company-wide responsibility.

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! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. 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 your position requires SAFE Act registration, you will be 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 your immediate termination. We'll help you: Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from Academy managers who are invested in your success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications Aptitude in obtaining required industry licenses. Must be self-disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through effective communication and collaboration. Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment. Executes multiple tasks simultaneously. Learns and adapts to new technology or applications. Desired Qualifications Currently holds FINRA Securities Industry Essentials (SIE) Bachelor's degree and/or a minimum of one year of financial services industry or sales experience Spanish proficiency Skills Client Experience Branding Client Solutions Advisory Investment Management Pipeline Management Referral Management Client Management Customer and Client Focus Portfolio Management Prospecting Referral Identification Business Acumen Executive Presence Oral Communications Risk Management Weekly Schedule: Monday thru Friday, with rotating Saturdays required Shift: 1st shift (United States of America) Hours Per Week: 40

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.

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

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.

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).

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker magazine as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. We are currently seeking a Financial Analyst as part of our Finance Incentive Compensation department. Finance Incentive Compensation is integrated within the large Corporate Finance division at Zions Bancorporation. Corporate Finance is undergoing rapid growth and we are focused on creating a relevant program that will enable our organization's long-term success. What's great about our department is that we work with the brightest minds in the organization who foster a culture of continuous learning and growth, have Executive and Board level visibility and support for our work and direct engagement with a diverse range of executives, and our efforts translate directly into highly visible, enterprise-wide initiatives. We are focused on creating business value and are seeking like-minded professionals to join our team! The Financial Analyst will join our Finance Incentive Compensation team responsible for administration of incentive compensation plans for nearly 7,000 employees across 11 states. Our team assists business leaders to design, implement, and manage optimized and equitable incentive programs through standard financial metrics, incentive reporting, and plan administration. If you want to work on a team that truly drives company strategic objectives through alignment of individual goals, works closely with business and executive leadership, protects the company from operational, legal, and financial risk, constantly nurtures talent and personal and professional growth, fosters an atmosphere of efficiency, continuous progress, and excellence, and serves as experts on a financial metrics for a wide array of financial instruments, then you will be in excellent company. As an Incentive Compensation Financial Analyst , you will play a key role in motivating and rewarding employees for exceptional performance through administration of our Incentive Compensation plans. The work you do has an impact for employees across the organization and drives enterprise performance - we directly impact Zions Bancorporation's success. The Incentive Compensation Financial Analyst will: Collaborate with cross-functional teams, including Human Resources, Sales, Finance, and Business Intelligence, to ensure the alignment of compensation strategies and financial metrics with business objectives. Function as subject matter expert of the financial metrics calculated by the team and provide insight into compensation plan outcomes. Conduct in-depth analysis of incentive compensation plans, ensuring compliance with company policies and alignment to strategic objectives. Develop ideas, conduct research on complex concepts and processes, and recommend viable solutions. Create financial modeling to analyze and forecast financial impacts to aide management in decision making process. Prepare financial planning reports of key performance indicators, ad hoc analysis reports, and financial forecasts. Drive business process improvement to optimize current processes and implement new solutions that improve the efficiency of the Finance and Compensation reporting function. Develop resolutions to complex problems that require the frequent use of creativity, networking, and financial best practices. Investigate data issues, perform analyses with strong attention to detail; propose and execute solutions. Collaborate with stakeholders at all levels of organization, including senior and executive management, to assess and prioritize compensation related needs. Perform other administrative duties as assigned. Requirements: Bachelor's degree in accounting, finance, statistics, mathematics, or another related field. 2-4+ years of experience in financial analysis, financial modeling, financial statements, management reporting, budgeting, and forecasting or other directly related experience. A combination of education and experience may meet the requirements, previous experience in Financial Services a plus. Excellent written and verbal communication and interpersonal skills that translate into effective consulting, facilitation, and presentation skills. Ability to prepare oral and written reports. Ability to work in a deadline-oriented environment. Ability to work on their own and as part of a team; works effectively with cross-functional co-workers and internal customers. Ability to communicate effectively to a large variety of audiences, from front-line bankers to data engineers to executives. Ability to identify, research, coordinate, and resolve issues with attention to detail. A desire and an ability to find ways to continually improve processes and drive efficiency Excellent computer skills including Microsoft Office (Excel, Word, PowerPoint) required. Ability to comprehend and develop complex financial models. Incentive Compensation experience a plus. Experience with SQL and Power BI a plus. Mid-Large size financial institution experience a plus Visa Sponsorship: This Delivery Product Owner position is currently not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 12 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

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.

**_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_** + Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes. + Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies. + Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience. + Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems. + Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce. **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of pricing and/or contracts experience or similar work experience preferred + 2+ years in a customer facing capacity highly preferred + Experience with the following systems preferred + SAP/Business Objects + Salesforce + MS Excel + MS Vizio/Lucid Chart **_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:** 02/06/2026 *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 \#LI-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 (***************************************************************************************************************************

Dentist Advisors OUR PURPOSE Connect. Educate. Empower Dentist Advisors has quickly grown from a small start-up to a nationwide leader in personal financial planning and investment management for dentists. Through deep expertise in the dental market, and significant investments in technology and educational content, we've unlocked a platform that delivers proactive and personalized advice to thousands of dentists across the country. Both our content marketing program and our technology are rooted in a long-term, behavior-first planning approach that empowers people to live in the moment. OUR CORE VALUES Win together Be direct Embrace change See it through Make it fun THE POSITION We are seeking an experienced financial advisor who will help dentists embrace the habits of holistic financial health. Through collaboration with internal team members and industry partners, you will serve as the point person for your clients' financial plans to help them make smart financial decisions. You will oversee investment strategies, coach clients through complex financial decisions, and be a voice of authority within our firm. You will also participate in business building activities which include selling, business development, training, recruiting, social outreach, speaking, and content creation. JOBS TO BE DONE Conduct initial consultations with prospects and and secure new relationships Design and implement financial plans for new clients Own the construction, implementation, and execution of investment plans Approve client-facing reports Provide ongoing, proactive, and comprehensive financial guidance for clients Lead business development initiatives and collaborate with the marketing team for lead generation Train, mentor, and collaborate with other advisors Recommend and implement changes to improve the client experience REQUIRED SKILLS AND EXPERIENCE Bachelor's degree 3+ years of financial advisor experience Financial securities license Strong technical competence related to retirement plans, investment accounts, tax strategy, insurance, corporate structure, real estate, personal finance, and debt management Well versed in investment academics, MPT, 4-Factor model, passive management, and conversant in the science of investing PREFERRED EDUCATION, SKILLS AND EXPERIENCE Bachelor's degree in finance, accounting, or business CFP designation Masters in Finance (MSF), Business (MBA), or Financial Services (MSFS) Experience working with dentists, medical professionals, or other high net worth clients Familiarity with Salesforce CRM and eMoney software WHO YOU ARE Strong interpersonal skills, with the ability to gain the trust of successful professionals Excellent written and verbal communicator Prioritize getting it right over being right Comfortable in a start-up environment Collaborative Willing to challenge clients, employees, and management directly Able to receive direct feedback constructively Organized Attentive to details Self-starter and learner Willing to adapt to rapid change Reliable This position's compensation package includes: Opportunity to join a high-growth firm with a start-up mentality Group health insurance 401(k) retirement plan (up to 6% company match) Company-paid life and disability insurance Generous paid time off schedule Paid parental leave Gym membership Continuing education reimbursement Complimentary investment management service Regular offsite team building events

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

** As part of the Waystar (NASDAQ: WAY) Finance Team, this role is instrumental to the reporting, financial analysis, and forecasting for Waystar. This role involves conducting in-depth analysis using complex financial models, preparing deliverables for internal and external stakeholders, and communicating insights to senior leadership. Senior Analysts are expected to take ownership of business-critical analyses and collaborate closely with multiple departments to drive informed decision-making. We are looking for team members that thrive in a fast-paced, multi-tasking environment and are seeking an opportunity to advance their leadership and analytical capabilities. The Senior Corporate Financial Analyst plays a critical role in driving strategic planning, business performance analysis, and corporate initiatives. This individual partners with executive leadership and business units to support long-term planning, financial modeling, and key strategic projects that align with the company's overall vision and goals. **WHAT YOU'LL DO** + Conduct advanced financial analysis, modeling, and reporting related to business operations and adjusted financial results. + Prepare, analyze, and explain historical actual, adjusted, and projected financial information with increased autonomy. + Create and update presentation materials for public company reporting, board meetings and reporting to debt holders, taking a lead role in the process. + Develop financial models and perform scenario analyses to support strategic business decisions, including complex three-statement modeling and cash flow forecasting. + Provide detailed reports and present analyses to executive leadership on an ad-hoc basis. + Lead initiatives to identify opportunities for financial and operational improvements. + Enhance business insights and reporting by leveraging PowerBI. + Gathering, combining, and analyzing data from a variety of sources and systems + Proactively and independently identify opportunities for improvement and communicate to management. **WHAT YOU'LL NEED** + Bachelor's degree in Economics, Finance, Business, Accounting, Mathematics, or a related field. + 3-5+ years of similar work experience. + Assurance or advisory experience with Big Four accounting firms is strongly preferred. + Attainment or pursuit of CPA, CFA, or other relevant certifications. + Experience working for a publicly traded company or private equity-backed business. + Strong understanding of financial metrics, accounting concepts, and US GAAP. + Exceptional critical thinking and analytical skills, with the ability to work independently on complex analyses. + Attention to detail and the ability to communicate financial information clearly to senior stakeholders. + Self-motivated with the ability to manage multiple ongoing tasks and assignments. + A passion for personal development, aspiring to be a subject matter expert and leader within the Finance team. + Active use of artificial intelligence (AI) tools and techniques to enhance performance, drive innovation, and improve decision-making across business functions. + Ability to leverage AI tools and platforms to streamline workflows, improve decision-making, and drive innovation. + Curiosity and adaptability in exploring emerging AI technologies, with a mindset for continuous learning and experimentation. **ABOUT WAYSTAR** Through a smart platform and better experience, Waystar helps providers simplify healthcare payments and yield powerful results throughout the complete revenue cycle. Waystar's healthcare payments platform combines innovative, cloud-based technology, robust data, and unparalleled client support to streamline workflows and improve financials so providers can focus on what matters most: their patients and communities. Waystar is trusted by 1M+ providers, 1K+ hospitals and health systems, and is connected to over 5K commercial and Medicaid/Medicare payers. We are deeply committed to living out our organizational values: honesty; kindness; passion; curiosity; fanatical focus; best work, always; making it happen; and joyful, optimistic & fun. Waystar products have won multiple Best in KLAS or Category Leader awards since 2010 and earned multiple #1 rankings from Black Book surveys since 2012. The Waystar platform supports more than 500,000 providers, 1,000 health systems and hospitals, and 5,000 payers and health plans. For more information, visit waystar.com or follow @Waystar (**************************** on Twitter. **WAYSTAR PERKS** + Competitive total rewards (base salary + bonus, if applicable) + Customizable benefits package (3 medical plans with Health Saving Account company match) + We offer generous paid time off for our non-exempt team members, starting with 3 weeks + 13 paid holidays, including 2 personal floating holidays. We also offer flexible time off for our exempt team members + 13 paid holidays + Paid parental leave (including maternity + paternity leave) + Education assistance opportunities and free LinkedIn Learning access + Free mental health and family planning programs, including adoption assistance and fertility support + 401(K) program with company match + Pet insurance + Employee resource groups Waystar is proud to be an equal opportunity workplace. We celebrate, value, and support diversity and inclusion. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, marital status, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. **Job Category:** Accounting/Finance **Job Type:** Full time **Req ID:** R2751

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.

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