Finance advisor jobs in Springdale, AR - 703 jobs

Very unique opportunity for the Little Rock Market. This is a special department that has an unsaid motto of developing operational leaders and has the track record to prove it! Arkansas Talent Group is proud to partner with one of Arkansas's largest employers to help them identify an FP&A Analyst for their company. This is a newly created position due to growth and will report directly to the VP of a new division in their Finance Department. Currently considering local Arkansas talent. Important member of the Finance Team who will be assigned to various departments within the organization to assist with system assessments and changes Assist with improving financial performance for the organization Analyzing financial reports that include profitability analysis, financial planning and forecasting, capital management, and many others Daily tracking and maintenance of the performance improvement for the company Maintenance could include: data analysis, data analytics, and tracking KPIs within the departments Qualifications: Bachelor's in Business, preferably Accounting or Finance 1-4 years of Financial / Data Analysis Eager to learn and problem solve Strong technical software background- Excel & SQL Strong communication and presentation skills Client is offering a competitive salary, top-notch benefits including matching retirement and cheap healthcare costs, flexibility in hours, hybrid capabilities, and most importantly, a very realistic opportunity for growth. They have a strong track record of shaping and molding financial minds into operational leaders in the organization. For more information, please apply directly or reach out to Chris Chunn via LinkedIn. Arkansas Talent Group is an Executive Permanent Placement Recruitment Firm; all considerations will be held confidential.

About Ace Retail Group Ace Retail Group (ARG), is a division of Ace Hardware Corporation that owns and operates several Ace brands, including Westlake Ace, Great Lakes Ace, Buikemas Ace, Outer Banks Ace, Dennis Company, and Breed & Company.ARG is one of the largest hardware retailers in the United States and has two headquarters located in Lenexa, KS and Farmington Hills, MI.ARGs origins date back over a century and operates over 250 neighborhood stores located throughout the United States.Great people make ARG stand out in our industry, and we are looking for individuals who strive for personal and professional growth, and who want to work with a company founded on (and still led by) our solid Core Values of: Winning, Excellence, Love, Integrity, Gratitude, Humility and Teamwork. Job Title: Financial Analyst Department: Finance Reports To: Corporate VP, Finance & Accounting Exemption Status: Exempt (Salaried) About Ace Retail Holdings Ace Retail Holdings (ARH), is a division of Ace Hardware Corporation that owns and operates several Ace brands, including Westlake Ace, Great Lakes Ace, Buikemas Ace, Outer Banks Ace, Dennis Company, and Breed & Company. ARH is one of the largest hardware retailers in the United States and has two headquarters located in Lenexa, KS and Farmington Hills, MI. ARHs origins date back over a century and operates over 250 neighborhood stores located throughout the United States. Great people make ARH stand out in our industry, and we are looking for individuals who strive for personal and professional growth, and who want to work with a company founded on (and still led by) our solid Core Values of: Winning, Excellence, Love, Integrity, Gratitude, Humility and Teamwork General Job Summary The Financial Analyst position, as part of the Financial Planning and Analysis (FP&A) team, is responsible for providing reporting and analysis to support business decisions across the company, as well as assisting with budgeting, forecasting, and weekly/monthly/quarterly financial reporting functions. Essential Duties and Responsibilities Provide meaningful analytical and operational support to the organization through independent and department driven financial analysis, identifying opportunities and communicating findings to relevant stakeholders. Assist with preparations of monthly and quarterly FP&A initiatives and deliverables, including financial statements, KPI reporting, forecasting, and performance analysis related to ongoing strategic initiatives. Be responsible for ensuring that all standard analyses are provided regularly in a consistent format and that they are accurate, detailed and summarized with findings. Support the continued development of the annual budgeting process, coordinating with the finance and accounting teams as needed. Develop an understanding of the companys analytical tools, data structures and definitions in order to extract and compile data to support ongoing responsibilities. Perform other related duties and special projects as assigned. Other Essential Requirements Ability to exhibit and incorporate our Core Values into daily decisions and interactions with others: o WINNING In business, money is the score. To win, we must perform, compete, and have fun. At Ace, we win through people- our strength is being helpful. o EXCELLENCE Excellence honors God and inspires people. We aspire to be the best, to continuously improve and to inspire others by giving the team our very best. o LOVE Love the people, love the work and love the results. o INTEGRITY For Ace to win, we need to be able to trust each other. And trust will require us to be honest, reliable, caring, of high character and of unquestioned ethics. o GRATITUDE We recognize that we are blessed to be in the business of serving others. o HUMILITY We strive for greatness with a humble, modest and respectful attitude. o TEAMWORK We will fight the natural tendency for control and credit in favor of collaboration and mutual success, recognizing that Together, we are Ace. Minimum Skills, Requirements and Qualifications Bachelors degree or equivalent combination of education and experience required. Prior experience with financial planning and analysis, with demonstrated problem-solving skills. Sound understanding of key performance indicators and elements that drive retail profitability. Ability to communicate effectively to all levels of the organization. Proficiency in Excel and PowerPoint is required. Prior experience within a retail or wholesale store support setting is a plus. Basic Excel VBA knowledge and macro development is a plus. Experience working with databases and writing database queries is a plus. Experience using Power BI or similar tools is a plus. Compensation Details $70000 - $80000 per year For a full list of benefits and open positions, please visit us at: ************************************************************ Want to be notified when new jobs are posted? Follow the link below to create an account and set up custom job alerts: Create Job Alert Equal Opportunity Employer Ace Retail Group is committed to a policy of promoting equal employment opportunities. The company recognizes the importance of diversity and leveraging the skills and talents of all people to the mutual advantage of each individual and the organization. The company is committed to the prevention of employment discrimination related to race, religion, color, sex (including sexual harassment), gender identity, national origin, age, marital status, disability and military discharge, or any other action covered by federal or state laws. Required Preferred Job Industries Retail

We are seeking a local professional to join our team as an additional Financial Advisor. Job Responsibilities: Serve Your Clients: 1. Cultivate strong relationships with members by consistently using the prescribed sales process. 2. Cultivate strong working relationships and trust among credit union staff by conducting regular staff training, attendance/participation at credit union staff meetings and functions and sending referrals back to the Credit Union. 3. Meet or exceed credit union cross-selling goals as established in the credit union commitment letter. 4. Present a professional image in all interactions both personally and professionally. Run Your Office: 5. Consistently and effectively utilize all tools, technology, and resources as prescribed by CUNA Brokerage Services, Inc., and the Credit Union. 6. Adhere to all FINRA and insurance rules and regulations, as well as to all company policies. 7. Follow established policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to customers which in the same circumstance we would demand for ourselves. Grow Your Business: 8. Meet or exceed individual production goals - with an appropriate product mix. 9. Continually strive to grow business via Lobby Days, seminars and workshops, execution on system of referrals, segmentation of book of business, etc. 10. In collaboration with the Credit Union, create and execute on an annual Marketing Plan. QUALIFICATIONS 1. 's degree in Business, Finance, Insurance or equivalent trade-off in professional work experience. 2. of three (3) of successful financial services sales experience with verifiable commission history of at least $150,000 Gross Dealer Concessions. 3. Demonstrated ability to effectively build business relationships with diverse clients. 4. Demonstrated ability to translate complex information, create and deliver an effective message scaled to the appropriate audience. 5. Life/Health License(s) 6. Series 7, 63/65 and/or 66 Licenses. 7. LUTCF, CLU, ChFC or CFP designation preferred.

**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Meaningful work. Rewarding career. Make an impact working as part of a team providing financial advice with heart. You'll learn the business surrounded by experienced financial advisors and other experts, building your career with the potential to become a partner in the practice. In this position, you'll have some income stability and the ability to focus on learning and development while serving clients with mentorship through joint field work. Northwest Pinnacle Group is an independent financial services practice of Thrivent in Fayetteville, AR. We are growing and adding a team-based financial advisor to our team. At the heart of our practice is a simple belief: financial planning should be as unique as the people it serves. We are a team of experienced financial professionals committed to helping individuals and families align their money with their values, goals, and purpose. We don't just manage investments - we guide decisions that shape legacies. Through personalized strategies in financial planning, investment management, insurance, and retirement preparation, we walk alongside you every step of the way. Whether you're navigating life transitions, building generational wealth, or seeking to give back meaningfully, our mission is to provide clarity and confidence in your financial journey - so you can focus on what truly matters. This role could be a good fit for candidates seeking their first opportunity, career changers or professionals currently working in the financial industry. Licensing and Training Over your first 8 to 13 weeks, you'll study for and obtain necessary licenses (varies by individual situation), which may include: Resident state Life, Health and Annuity Securities Industry Essentials (SIE) Series 6 and 63, 7 and 66, or 7, 63 and 65. After completing licensing, you may enroll in a comprehensive 6-week training program. What you can expect After licensing and training, you'll start building your book of business with the ultimate goal of joining the sponsoring team in the traditional financial advisor role. Typical activities include: Meeting with potential clients to build genuine, long-term relationships based on shared values and goals. Educating and empowering clients to make knowledgeable financial decisions about investments, insurance, retirement and generosity. Building a strong personal network through local nonprofits, churches and businesses for future growth. Developing skills and best practices to be a successful financial advisor. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions Ability to maintain integrity of sensitive/confidential information Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll have income stability through splits, individual and team sales commissions and incentive pay structures. Compensation is $60,000-$100,000 (combination base revenue package plus upside potential through commission). Compensation varies significantly based on the strategy of the practice, the compensation philosophy of the practice, the specific qualifications and experience of the individual, the location of the practice and many other factors. You'll also be eligible for Thrivent's industry-leading benefits: Medical, dental and vision insurance. Disability, accidental death and dismemberment insurance. 401(k) and pension opportunities. Ongoing support, training and opportunities for professional growth. Well-being programs to help you manager your physical, emotional and financial health. Gift-matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you engage with clients to make a real impact in your community. About Thrivent Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. A diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, Thrivent offers advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $193 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

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.

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Senior Financial Advisor & Planner (Brokerage/Premier) assists Empower's Personal Wealth investment clients with a wide range of financial matters and specifically assists clients who are enrolled in the Premier account program and our brokerage account service. This role acts as the quarterback and primary point of contact for a book of clients assigned directly to you (no prospecting) in the mass affluent category (AUM from $250k - $1m) and is responsible for providing an outstanding client experience. The role provides an outstanding client experience via proactively driving financial planning + guidance, being responsive/available to reactive client needs, and effectively communicating what clients can get from their relationship with Empower. Performance in this role is measured in a variety of ways, including client satisfaction, client retention, and enrollments into other financial services. Significant emphasis is placed on client retention & satisfaction. What You Will Do The ideal candidate will provide an extremely high level of service to our Empower Personal Wealth clients, retaining assets under management and garnering additional assets through diligent communication, proactive education, and unfailing responsiveness. Comprehensive relationship management via phone conversations, and email communication. Client interaction is both proactive and reactive Act as liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients An ability to clearly discuss portfolio, market, and economic discussions Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, savings strategies, and education planning. This role will also optionally collaborate with financial planning specialists on complex planning issues or comprehensive financial plans. Effectively coordinate with operational teams for client-related administrative issues Potentially take on ancillary duties such as assisting in the training of new Financial Advisor hires and conducting presentations to groups of clients around the country What You Will Bring FINRA Series 7, 63, and 65 registration(s) required FINRA Fingerprinting Required Bachelor's Degree or higher in business, finance, or related field Exceptional verbal and written communication skills Proven track record in relationship management and customer satisfaction High-level knowledge of current investment products and industry services Excellent operational and organizational skills, with the ability to efficiently multi-task within a fast-paced environment Strong interpersonal skills, team-oriented, and collaborative What Will Set You Apart CFP preferred Experience with mass-affluent client communication within the investment advisory field Experience managing a large book of clients (500 households or more) ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $65,600.00 - $92,675.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 01-06-2026 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.

At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: Summary of the Job Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization. About This Role: Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures Develop understanding of Northland strategic vision Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps Assist with entering new markets, products, etc. Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison Learn the applicable data systems and how the support the structuring of debt Research outstanding debt for targeted issuers to identify and run potential refunding scenarios Run various financing structure alternatives for prospects and clients as requested Assist with business development activities Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects Identify, register for, and attend applicable trade shows Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation Coordinate file documentation and closings Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing) Complete compliance continuing education Ensure adherence to Northland compliance requirements in business development materials and process documents Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing) Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan Practice Northland values and support the goals and strategic plan Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues Complete special projects as assigned within allotted time frame Be accountable for continuous best efforts to complete the job assigned Conduct all work activities ethically The Ideal Candidate for This Role: Bachelor's degree in Accounting and/or Finance preferred 3 plus years in an Accounting, Finance or Investments role General understanding of credit/finance related concepts Must be detailed oriented Proficient in MS office suite Must have strong communications/presentation skills Achieve or maintain series 50, 52, 63, SIE exam/licenses Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience. Candidates must possess unrestricted work authorization and not require future sponsorship. Compensation: Compensation range (base pay): $62,047.00-$102,377.00 This role may have a specific starting pay within this range. Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level. Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about our benefits here: *************************************** For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20251800 Registration Requirement: This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results. Equal Opportunity & Belonging: We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC Northland follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.

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

Apply Description As we are committed to providing interns with valuable learning experience, all interns are given the same responsibilities as our full-time team members and will engage in real life work situations. Our hope is to help you establish a foundation on which to build a future in the exciting residential construction industry. Rausch Services Group is proud to have offered full-time employment to a high percentage of our interns. We are actively seeking students for our 2026 Summer Internships with opportunities in Northwest Arkansas. Financial Analyst Intern - Home Office in Fayetteville, AR: Our intern tasks may include the following items: · Assist the Financial Reporting & Analysis team with daily operational tasks and ongoing initiatives · Apply problem-solving skills to support the achievement of departmental objectives · Collaborate with internal stakeholders to ensure timely delivery of reports · Collect, organize, and analyze financial and operational data · Prepare ad-hoc and recurring reports and summaries · Contribute to financial modeling, forecasting, and budgeting processes · Perform additional tasks and special projects as assigned Duration: · This internship typically lasts 3 months with the possibility of extension based on performance and availability. Benefits: This is a paid internship. Valuable hands-on experience in the related field. Opportunity to work on real projects and build a professional portfolio or resume Mentorship from experienced professionals in related field. Flexibility with class schedule (if applicable). Potential for academic credit (if applicable).

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. 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. Work Schedule Monday thru Friday, some Saturdays required Schedule Example: 8am-5pm, 9am-6pm, etc 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: * Bachelor's degree and/or a minimum of one year of financial services industry or sales experience Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. The Career COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they: Diversify their income through multiple product lines beyond financial services. Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services. Educate clients and prospects about our products and services. Collaborate with COUNTRY Financial Insurance Agents to secure business. Establish an office and build a staff. Conduct financial solution seminars. Have the flexibility to manage their schedules to balance their careers and personal interests. We Offer Our financial advisors have uncapped earning potential and: Opportunities to earn performance-based global trips and financial rewards. Access to continued learning and marketing resources. Corporate office support. Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity. There is no buy-in required. Qualifications Successful COUNTRY Trust Bank Financial Advisors are: Entrepreneurial and self-motivated. Goal-driven with track records of business growth in the insurance and or financial services industry. Strong communicators with excellent business acumen. Committed to building and maintaining solid connections between their efforts and their rewards. Focused on achieving professional success through securing clients' trust. Passionate about making positive impacts in their communities. Required Qualifications Series 6/63 licenses Passed SIE Life/Health State Insurance License* Property/Casualty State Insurance License* Preferred Experience Accredited Asset Management Specialist (AAMS) Chartered Financial Analyst (CFA) Certified Public Accountant (CPA) Certified Financial Planner (CFP) Chartered Financial Consultant (ChFC) Bachelor's Degree 2+ years of experience in the insurance and or financial services industry 5+ years of business ownership or managerial experience About Us COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing. Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. *These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.

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

About this role: The WIM Investment Solutions Center of Excellence (IS COE) is looking for a Senior Investment Portfolio Control Consultant in the FA Directed Portfolio Analysis (FADPA) team. The FADPA team is responsible for monitoring of investment risk for advisors that have both discretion and a fiduciary responsibility. This group also provides portfolio analytics support for Advisors seeking analytics and assistance. The team is responsible for partnering with the relevant business group across the Wells Fargo Advisors (WFA) organization to identify, assess, manage and mitigate current and emerging investment risk. The team member will work directly with Financial Advisors, plus will collaborate with other business leaders in the firm. This role will include leveraging sophisticated third-party tools and internal reporting to help advisors identify appropriate benchmarks for the portfolios. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Work with advisors daily providing investment risk data, reviewing investment strategies and benchmarks, and identifying key risk in client accounts. Conduct proactive reach outs to advisors to help them reduce investment risk in client accounts. Help train advisors on the use of analytic tools and firm resources, key investment risk controls, and the resolution to control alerts. Performs various moderately complex activities related to assessing portfolio risk exposures. Identify, assess, manage and mitigate current and emerging investment risk. Provides an aggregate view of portfolio risk and serves as a subject matter expert for measuring and managing investment risk. Consults and provides input into investment processes and governance. Produces daily, monthly, quarterly and annual investment risk reports for Sr. Management. Utilizes multiple complex data sources; complies and mines sources to achieve data needs for analyses. Adheres to data management / data governance regulations and policies for data integrity. Lead or partner with the relevant business group to identify, assess, manage and mitigate current and emerging investment risk Collaborate and consult with peers, colleagues and mid-level managers to resolve issues and achieve goals Potentially lead projects and team initiatives to advance risk monitoring and/or serve as a guide for less experienced consultants. Consult and provide input into business processes, control execution, policies and procedure implementation and governance. Produces daily, monthly, quarterly and annual investment risk reports for Sr. Management. Required Qualifications: 4+ years of investment portfolio control experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 4+ years of Investment acumen and Investment risk experience FINRA registration including Series 7 and Series 66 (or FINRA recognized equivalents) Demonstrated leadership on cross-functional business initiatives as well as leading small working groups. Broad experience working with other departments in the firm including Product Management, compliance, operations, business control, EIT, supervision etc. Experience implementing policies and procedures, oversight of controls, and conducting supervisory review tasks. Project management experience leading projects, risk control efforts, including the Project Management Professional (PMP) Certificate Ability to prioritize work, meet deadlines, achieve goals and work under pressure in a dynamic and complex environment Experience with developing new control processes, understanding data file structure, and coordinating with EIT and Product Owner business partners Strong analytical skills with high attention to detail and accuracy Experience leading projects with third party vendors such as Blackrock Alladin, Morningstar Direct or FactSet Intermediate Microsoft Office Skills, including Excel Excellent verbal, written, and interpersonal communication skills BS/BA degree or higher in accounting or finance, computer science, engineering or other scientific background Chartered Financial Analyst (CFA) designation or demonstrated progress toward the designation Job Expectations: Hybrid Work Schedule This position is not eligible for Visa sponsorship Posting Location: 1 N. Jefferson Ave, Saint Louis, MO 63103 550 S. Tryon Street, Charlotte, NC 28202 Posting End Date: 5 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Want to become the best version of yourself? At Rabobank you work on your personal development and contribute to the world around you. You get to focus on your own growth in an environment in which you continue to learn. In addition, you can also expect: An internship allowance of EUR 500 (senior secondary vocational education) or EUR 600 (higher professional education/university) gross per month based on a 36-hour week. Personal guidance A professional working and learning environment An internship community and inspiring events Job TitleFinancial Analyst InternJob Description Financial Analyst Intern Do you have a passion for Agriculture and a desire to make a difference in the world? Do you want to work for an organization that cares for its people and encourages you to be your best? Then consider joining the team at Rabobank, where we work collaboratively as a team for our clients as they focus on feeding the world, all while allowing you the flexibility to live a live you enjoy. Our Shared Future “I love how everyone at Rabo immediately welcomed me like I was family. All the staff was beyond helpful and always felt approachable when I had questions.” Financial Analyst Intern You and Your Job: The Financial Analyst Intern position is responsible to participate in the internship program and required to work 40 hours/week. As a Financial Analyst intern, you will have the opportunity to participate in many of the following: Develop an understanding about possible loan structures, credit products and how they are used. Direct experience in day-to-day tasks of a Financial Analyst, which includes but not limited to, sourcing of loan documents, creating covenants and imaging source documents. Opportunities to actively participate in team meetings and use RAF technologies, like Teams calls and chats Experience with financial spreading and financial statement analysis. Work cross-functionally with other areas of the CRT team and participate in rotations within other valuable functions to be exposed to all aspects of managing a client's portfolio. This includes relationship management, ride-alongs to clients, loan reviews, underwriting, appraisals, among other areas. Researching and following up on loan delinquencies. Participation in a summer long project where there will be an opportunity to present to leadership and the local team. Willingness to travel 10-15% at times. Your Promise to Us: To be considered for the Financial Analyst Intern role, you must have: Strong written and oral communication and comprehension skills. Ability to manage time effectively and handle multiple projects at one time. Quick learner who can work well in teams, but also a self-starter who can work individually with minimal supervision. Knowledge or experience in agriculture, preferred Pursuing a Bachelor's degree in Ag Business, Finance, Accounting, Economics or related major. Minimum GPA of 3.0 on a 4.0 scale required. Our Commitment to You Rabobank embraces diversity and welcomes employees and applicants of all backgrounds. Our goal is to always create an environment that is inclusive, drawing upon the strengths of the diversity of our workforce to exceed the expectation so four clients and customers. Internship Overview: Rabobank's internship program is designed to provide a mutually beneficial relationship and growth opportunity for Rabobank and collegiate students. This experiential learning opportunity provides practical application and skills development in a professional environment and is aligned with Rabobank's commitment to recruit top talent in the communities we serve. While employed as a summer intern, students will have the opportunity to prove their ability to learn and demonstrate key skills that will make them successful at Rabobank. To aid in this endeavor, students will be matched with a mentor and provided the necessary professional development opportunities to achieve their goals. The internship will be a full time, 10 week, paid program. Our Organization: As a financial services provider for leading U.S. farmers and ranchers, Rabo AgriFinance adds value through industry expertise, client-focused solutions, and long-term business relationships. Rabo AgriFinance offers a comprehensive portfolio of services to prepare producers to take advantage of market opportunities and mitigate risk. Our suite of services includes loans, lines of credit, insurance, input financing, equipment leasing and risk management products. Rabo AgriFinance is a subsidiary of Rabobank, one of the world's largest and most secure banks, and the premier lender in the food and global agriculture industry. See, ************************ Salary Expectations: Target Hiring Range: $24 - $28/hour (Dependent on year and academic standing) This position is subject to the terms of [RAF/Rabobank/RDS]'s compensation plans and policies. It is anticipated that the position will pay within the target hiring range. The range is reflective of the desired primary physical work location and may be adjusted outside of the projected range based on geographical differentiation if the actual work location of the hired candidate differs from the desired primary location, or for other lawful reasons. Further, all full-time regular position includes all other benefits provided to [RAF/Rabobank/RDS] employees, including healthcare benefits, 401k matching, vacation, sick leave, parental leave, possible discretionary bonuses and all other benefits that are all governed by and subject to ERISA plan documents and eligibility. Rabo provides equal opportunity in employment to all employees and applicants and does not discriminate on the basis of race, color, creed, religion, national origin, ancestry, alienage or citizenship status, age, sex, sexual orientation, gender identity gender expression, marital status, genetic information, medical condition, physical or mental disability, pregnancy, childbirth or related medical condition, military service or veteran status, victims of domestic violence, or any other basis protected by applicable law. Rabo also prohibits harassment of any individuals on any of the bases listed above. At Rabobank, we strive to grow a better world together. In order to achieve that, we have to have the right people in the right jobs. Are you ready to join our team? This job posting has no fixed application deadline. We will accept resumes until a qualified applicant pool is identified. #LI-Hybrid

About this role: The WIM Investment Solutions Center of Excellence (IS COE) is looking for a Senior Investment Portfolio Control Consultant in the FA Directed Portfolio Analysis (FADPA) team. The FADPA team is responsible for monitoring of investment risk for advisors that have both discretion and a fiduciary responsibility. This group also provides portfolio analytics support for Advisors seeking analytics and assistance. The team is responsible for partnering with the relevant business group across the Wells Fargo Advisors (WFA) organization to identify, assess, manage and mitigate current and emerging investment risk. The team member will work directly with Financial Advisors, plus will collaborate with other business leaders in the firm. This role will include leveraging sophisticated third-party tools and internal reporting to help advisors identify appropriate benchmarks for the portfolios. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: * Work with advisors daily providing investment risk data, reviewing investment strategies and benchmarks, and identifying key risk in client accounts. Conduct proactive reach outs to advisors to help them reduce investment risk in client accounts. Help train advisors on the use of analytic tools and firm resources, key investment risk controls, and the resolution to control alerts. * Performs various moderately complex activities related to assessing portfolio risk exposures. * Identify, assess, manage and mitigate current and emerging investment risk. Provides an aggregate view of portfolio risk and serves as a subject matter expert for measuring and managing investment risk. * Consults and provides input into investment processes and governance. Produces daily, monthly, quarterly and annual investment risk reports for Sr. Management. * Utilizes multiple complex data sources; complies and mines sources to achieve data needs for analyses. Adheres to data management / data governance regulations and policies for data integrity. * Lead or partner with the relevant business group to identify, assess, manage and mitigate current and emerging investment risk * Collaborate and consult with peers, colleagues and mid-level managers to resolve issues and achieve goals * Potentially lead projects and team initiatives to advance risk monitoring and/or serve as a guide for less experienced consultants. * Consult and provide input into business processes, control execution, policies and procedure implementation and governance. Produces daily, monthly, quarterly and annual investment risk reports for Sr. Management. Required Qualifications: * 4+ years of investment portfolio control experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * 4+ years of Investment acumen and Investment risk experience * FINRA registration including Series 7 and Series 66 (or FINRA recognized equivalents) * Demonstrated leadership on cross-functional business initiatives as well as leading small working groups. Broad experience working with other departments in the firm including Product Management, compliance, operations, business control, EIT, supervision etc. * Experience implementing policies and procedures, oversight of controls, and conducting supervisory review tasks. * Project management experience leading projects, risk control efforts, including the Project Management Professional (PMP) Certificate * Ability to prioritize work, meet deadlines, achieve goals and work under pressure in a dynamic and complex environment * Experience with developing new control processes, understanding data file structure, and coordinating with EIT and Product Owner business partners * Strong analytical skills with high attention to detail and accuracy * Experience leading projects with third party vendors such as Blackrock Alladin, Morningstar Direct or FactSet * Intermediate Microsoft Office Skills, including Excel * Excellent verbal, written, and interpersonal communication skills * BS/BA degree or higher in accounting or finance, computer science, engineering or other scientific background * Chartered Financial Analyst (CFA) designation or demonstrated progress toward the designation Job Expectations: * Hybrid Work Schedule * This position is not eligible for Visa sponsorship Posting Location: * 1 N. Jefferson Ave, Saint Louis, MO 63103 * 550 S. Tryon Street, Charlotte, NC 28202 Posting End Date: 5 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. We are currently interviewing to hire for a potential class to start November or December 2025. As a Senior Financial Advisor & Planner, you will assist Empower's Personal Wealth investment clients on a wide range of financial matters and specifically assists clients who are enrolled in the Personal Strategy managed asset program. This role acts as the quarterback & primary point of contact for a book of clients assigned directly to you (no prospecting) in the mass affluent category (Individual Client AUM from $250k - $1m) and is responsible for providing an outstanding client experience. The role provides an outstanding client experience via proactively driving financial planning + guidance, being responsive/available to reactive client needs, and effectively communicating clients' portfolio strategies. Performance in this role is measured in a variety of ways, including client satisfaction, client retention, share of wallet growth, and generating client referrals. Significant emphasis is placed on client retention & satisfaction. What you will do The ideal candidate will provide an extremely high level of service to our Empower Personal Wealth clients, retaining assets under management and garnering additional assets through diligent communication, proactive education, and unfailing responsiveness. Comprehensive relationship management via phone conversations, email communication, and in-person meetings. Client interaction is both proactive and reactive. Act as liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients. Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, savings strategies, and education planning. This role will also optionally collaborate with financial planning specialists on complex planning issues or comprehensive financial plans. Effectively coordinate with operational teams for client-related administrative issues. Potentially take on ancillary duties such as assisting in the training of new Financial Advisor hires and conducting presentations to groups of clients around the country. What you will bring FINRA Series 65 or equivalent required High-level knowledge of current investment products and industry services Demonstrated financial planning acumen, with the ability to handle a wide variety of financial planning topics Proven track record in relationship management and customer satisfaction An ability to clearly explain the ‘Personal Strategy' investment strategy to clients and hold portfolio, market, and economic discussions Experience with managing a book of clients, focused on direct high-net worth client communication within the investment advisory field College degree or extensive industry experience required Must possess a clean U4 record. FINRA fingerprinting required What will set you apart CFP preferred The ability to thrive in a fast-paced, growing organization The ability to compare and contrast the benefits and suitability of different investment options and products Excellent operational and organizational skills, with the ability to efficiently multi-task within a fast-paced environment Strong interpersonal skills, team-oriented, and collaborative ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** #PJPW What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $64,300.00 - $90,850.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 12-30-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.

**_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions. **_Job Summary_** + Reports to Manager, Financial Planning and Analysis, Pharma Segment with high visibility and engagement with the Segment FP&A and Pharma Finance teams + Works closely with Pharma Leadership team and Cost Center owners across the Pharma segment + Provides financial support for the reporting of USPD Commercial and Pharma Functional SG&A and Capital reporting including the development of new business cases to support strategic investments and business initiatives + Provide financial support for Retail Independent and National Accounts sales teams for the Pharma segment **_Responsibilities_** + Supports key planning and reporting processes (Monthly results reviews, Forecasts, Strategic Financial Plan, Budget, Earnings) + Develops and supports real time updates on performance, implications, and recommended actions, including build out a maintenance of the SG&A Dashboard and regular communication with key stakeholders + Supports the preparation of materials for the CEO, CFO and Board of Directors, including providing financial analysis and commentary + Employs a process improvement mindset to deliver efficiencies across work areas + Serves as an objective financial steward with an enterprise perspective, safeguarding our company's assets. Ensures strong controls are in place and the company's intellectual property is protected. **_Qualifications_** + 5+ years' experience in a finance function preferred + 2+ years in FP&A roles preferred, preferably in a large complex organization preferred + Bachelor's degree preferred, MBA strongly preferred + Healthcare industry experience preferred + Highly proficient in Microsoft Excel and PowerPoint preferred **Anticipated salary range:** $80,900 - $115,500 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 1/21/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

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