Finance advisor jobs in Town North Country, FL - 277 jobs

Locals Only: (Hybrid in Tampa) , USC or GC Candidate May Apply. Job Title: Lead Business Analyst ( Financial Technology and Regulatory Reporting) with strong SQL You'll work hands-on with Oracle Financial Services Analytical Applications (OFSAA) and Financial Services Data Foundation (FSDF), diving deep into data analysis, mapping, and lineage tracing. If you're passionate about transforming complex data into actionable insights and building scalable solutions, this is your opportunity to make an impact. What You'll Do Act as a trusted advisor to business teams, translating requirements into technology solutions. Develop detailed functional and non-functional business requirements for financial and regulatory reporting. Perform data analysis and profiling to ensure quality, completeness, and consistency. Map key data attributes from source systems to OFSAA FSDF standard models. Write SQL queries to extract, validate, and analyze data across multiple databases. Collaborate with cross-functional teams to design data flows, document processes, and support application development. Contribute to project planning, estimates, and implementation strategies. Work with UX/Design teams to visualize requirements through prototypes. Lead small to medium-sized projects and mentor team members.

Job Description We are looking for a competitive, sales-driven, and highly motivated field sales representative to join our team. You'll be responsible for developing and implementing your own initiatives and aggressive sales strategies to grow your sales territory. The ideal candidate knows how to get the sale, leaning into their strong communication and interpersonal skills to convert potential customers into new clients. We offer a base salary plus a robust commission plan. If this sounds like the perfect fit for you, start your application today! Compensation: $100,000 - $150,000 yearly Responsibilities: Attend online and in-person meetings, trainings, trade shows, and sales events Keep company abreast of new business development opportunities, account status, potential customers, customer needs, and competitive issues using CRM Create and fulfill a customer acquisition strategy for your sales territory Speak to potential customers to introduce our services or new products Ensure customer needs are met by staying on top of our services and product, competition, and market conditions in the home services industry Qualifications: Applicants should have 3-5 years of sales experience for this role A bachelor's degree or high school diploma is preferred CRM experience preferred To be successful in this role you must have strong negotiation, communication, interpersonal, and customer service skills Must have reliable transportation and valid driver's license Bilingual preferred Great working attitude, disciplined, and willing to work hard About Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. We're proud of our financial strength. • A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody's) • AA+ Very Strong (Standard & Poor's) We're proud of the training we offer. • Training Magazine's APEX Award for 2022 We're proud to be recognized by organizations that also value diversity. • Human Rights Campaign: 2022 Corporate Equality Index • Forbes 2022: America's Best Employers for Diversity • Latino Leaders 2022 Best Companies for Latinos to Work For

Salary: $75,000 - $95,000 + Bonus Why This Opportunity Stands Out High-visibility role supporting senior investment professionals in a fast-growing private equity firm Exposure to the full deal lifecycle - from sourcing and due diligence through close and portfolio management Strong mentorship and career development track within a collaborative, performance-driven culture Downtown Tampa office with modern workspace and strong work-life balance for finance Competitive compensation package including bonus and long-term growth potential Key Responsibilities Build and maintain detailed financial models including LBO, DCF, and operating models Analyze investment opportunities, conduct market research, and support due diligence efforts Prepare investment memos, presentations, and materials for internal committees and investors Assist in transaction execution including valuation, structuring, and financing analysis Monitor portfolio company performance, prepare monthly/quarterly reporting, and track KPIs Work closely with senior team members on strategic initiatives and new deal sourcing Support post-acquisition initiatives and value creation projects across portfolio companies Qualifications Bachelor's degree in Finance, Accounting, Economics, or related field 1-3 years of experience in private equity, investment banking, transaction advisory, or consulting Advanced financial modeling and Excel skills; experience with PowerPoint and data analysis tools Strong analytical, organizational, and problem-solving abilities Excellent communication skills with the ability to present complex information clearly Self-motivated, detail-oriented, and able to thrive in a fast-paced, high-performance environment #INJAN2026 #LI-KH1 #LI-Hybrid

Job Description At Ignite Financial Advisors, we're looking for motivated individuals ready to build rewarding careers as financial advisors. This role is designed for those who want to help clients achieve financial clarity while also creating their own path to long-term success. This position is in our Tampa, FL office and includes a full-time Monday-Friday schedule. What We Provide One-on-One Mentorship - Direct coaching from experienced leaders in financial planning Comprehensive Training - Covering financial planning, marketing, consultative selling, client service, and compliance Excellent Earning Potential - Top advisors can earn $100,000+ in their first year; compensation is primarily performance-based Opportunities for Advancement Fast Track to Leadership - with clear paths into District Manager, Field Vice President, and other advanced roles Benefits - health/dental/vision, retirement plan, stock options for executive leadership Compensation: $70,000 - $100,000+ yearly Responsibilities: What You'll Do Identify and set appointments with prospective clients - leads provided. Collaborate with a mentor to assess client needs and goals. Develop and execute a personalized marketing plan. Create customized financial plans tailored to each client's objectives. Build and maintain strong client relationships over time. Provide ongoing consultation and support as clients' needs evolve. Qualifications: What We're Looking For Associate or Bachelor's degree (business or related field preferred). Insurance or Securities Licensed or ability to obtain required licenses. U.S. Citizen or Permanent Resident. Strong drive, coachability, business mindset, and commitment to helping clients succeed. Ready to start your career as a Financial Advisor with Ignite? Apply today and take the first step toward building your future. About Company At Ignite Financial Advisors, we're more than a financial planning firm-we're a partner in building your future. Our mission is simple: to deliver independent, comprehensive advice that empowers you to make confident decisions at every stage of life. Our approach is holistic and detail-driven. From your company benefits package to your investment portfolio, we look at the full picture to ensure you're maximizing opportunities and protecting what matters most. Above all, we are committed to building lasting relationships based on trust, clarity, and exceptional service. Your financial journey is personal, and at Ignite, we're here to guide you with transparency and care-today, tomorrow, and every step ahead.

At Capital Investment Advisors (CIA), we strive to help clients reach their goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice. Since 1996, CIA has been providing financial strategy and management tailored to the client's individual circumstances and objectives. Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients. Our Leadership Team is dedicated to employee growth both professionally and personally, and to making every CIA experience memorable. Investment Advisor We are looking for an experienced Investment Advisor to grow our Tampa team. The ideal candidate is a self-motivated team player who has a passion for helping clients achieve their financial and lifestyle goals. As fiduciaries, our Investment Advisors give direct advice on asset allocation decisions, portfolio design, and investment implementation. This role holds a myriad of responsibilities with the top few being to help attain new clients, implement investment plans, and execute on comprehensive planning. Qualifications & Skills: Bachelor's degree in Finance or related field 6+ years of experience in Investment Management with the most recent 18 months serving as a registered Investment Advisor Representative (IAR) Active series 65 license CFP certified Client first attitude Proven ability to work collaboratively with others Working knowledge of various RIA custodian referral platforms Excellent communication and time management skills Willingness to travel Proficiency in Word, Excel, PowerPoint, Outlook, CRM, and PMS Software Capital Investment Advisors would like to thank all applicants, however only those who qualify for an interview will be contacted. Capital Investment Advisors is committed to a policy of equal employment opportunity and will not discriminate against any applicant or employee based on race, color, religion, national origin, sex, age, disability, veteran or military status, genetic information, or any other legally recognized protected basis under federal, state, or local law.

Full Time: Monday-Friday, 8:30am-4:30pm We're seeking a Junior Financial Advisor to join a local Tampa NW fast-growing advisory firm and work directly with existing clients while helping close inbound leads-no cold calling or prospecting required. This is a client-facing role ideal for someone who is coachable, adaptable, proactive, and ready to learn their proven process for delivering exceptional financial guidance. Direct Hire placement with great benefits package and PTO. Key Responsibilities Build relationships with existing clients and help manage their financial portfolios Close new business from warm inbound leads-no hunting or cold outreach Learn and implement the firm's financial planning process and client service model Present and manage index annuity and insurance-based investment strategies Conduct client reviews, portfolio updates, and retirement planning sessions Maintain accurate records in CRM and financial planning software Collaborate with senior advisors and support staff to ensure seamless client experiences Stay current on market trends, product offerings, and regulatory updates Required Qualifications Series 65 license (required) Florida 215 Insurance License (preferred) Experience working with Assets Under Management (AUM), especially index annuities 10 Years or less of financial advisory experience Strong communication and relationship-building skills Efficient, organized, and able to manage multiple client relationships Team-oriented with a growth mindset and willingness to be coached Top Skills for Success Financial planning and client service Investment product knowledge (annuities, retirement strategies) Time management and follow-through Team collaboration and adaptability Sales closing and consultative communication Benefits Package 2 weeks paid time off All major holidays off + Christmas week Medical, dental, and vision insurance plans 401(k) with employer match Access to investment company portfolios with no management fees

Take Your Next Step to Success! Work for a Company That Cares About Your Success! We'll Provide the Training and Support to be Successful! and a very nice compensation and benefits package. You will be joining the Most Dynamic “New Financial Firm in the Midwest.” Your Success is Important! A Leadership Team With Over 100 Years of Combined Experience in Helping Producers Significantly Grow Their Practice. Positions available across the region. Proactively reach out to potential customers and offer customized financial strategies. Build relationships with your clients to understand their financial goals and help ensure that they reach them. Build on your current sales skills and financial product knowledge with continued training, coaching, and corporate support. Proactively recommend financial solutions to clients from our wide range of insurance and financial products. This program offers: Extensive client and practice management software platform Strong internal referral system Training/transition allowance Strong payout grid Base compensation plus Additional bonus opportunities and incentive programs Competitive benefits package This firm is very supportive of you and your business and the management team is very hands on. They are committed to their financial professionals and are seeking individuals who are driven, have the desire to build their business, and put their clients' needs first. This is an excellent opportunity to work with a program that wants you to succeed and gives you the tools to do so. So please reply ASAP! Email: recruiterchic@gmail.com Apply online to www.lifetimerecruiting.com “Your Success is Our Future Together” Pamela J. Kortekamp Lifetime Recruiting Strategies "Developing Relationships that last a Lifetime" Please contact me with any questions: Email: lifetimers@fuse.net http://www.lifetimerecruiting.com/ Phone: (w) 513-753-4926

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

Join Canvas Forum: Investment Real Estate Sales AgentAre you ready to take your real estate career to the next level? At Canvas Forum, we're revolutionizing the investment real estate market by connecting buyers and sellers with unmatched efficiency and expertise. Our mission is to transform a fragmented industry into a seamless experience for everyone involved. Why Canvas Forum?Accelerate Your Career: Close more deals in your first three months than most agents do in an entire year.Dynamic Team Environment: Join a team where collaboration and shared success are our core values. We achieve greatness together-no lone wolves here!Unlimited Growth Potential: Whether you aim to lead your own team or build a personal investment portfolio, we'll support your ambitions.Endless Opportunities: Access to cutting-edge tools, extensive training, and uncapped income potential. What You'll Be Doing:Build & Expand Your Network: Connect with local investors and grow your database, pairing them with our exclusive property listings.Client Engagement: Maintain regular communication with investors to understand their goals, provide updates on inventory, and address any inquiries swiftly.Collaborate & Innovate: Work closely with our team to stay informed about property availability and industry trends.Organize & Track: Keep accurate records of transactions and client interactions using our CRM systems and other tools. What We Need from You:Active Florida Real Estate License (or ability to obtain one before starting).Full-Time Commitment: Be ready to dive into a fast-paced environment and grow your career.Coachability & Enthusiasm: Be eager to learn, adapt, and thrive in a dynamic setting. Additional Perks:No Desk or Brokerage FeesComprehensive CRM SystemBrokerage-Provided E&O InsuranceExpert Guidance & Resources100% Commission-Based Structure with Bonus Opportunities Ready to break into the investment real estate industry and skyrocket your career? Reach out to us and join our dynamic, passionate team at Canvas Forum. Your future starts here!

Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak! We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses/credentials, and we'll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals. Key Responsibilities • Attend and engage in coaching and training led by the leadership team and established advisors. • Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals. • Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice. • Schedule and conduct financial planning and advice meetings with clients and client prospects. • Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals. • Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results. • Build a book of business as a stand-alone Ameriprise Financial advisor. • If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum. • Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities. Required Qualifications • 3+ years of work experience with a proven track record of success. • Have a network of personal and professional contacts within the local area that you may engage for referrals. • Showcase a background in building strong relationships and delivering superior client service. • Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years. • Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status. • Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam) o State Securities (Series 63 or Series 66) o State IAR (Series 65 or Series 66) o State Life, Health Insurance and Variable Products lines Preferred Qualifications • Four-year college degree, or equivalent • Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment. • Willingness and desire to be part of a coaching relationship and peer learning environment. • Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER™ professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group

Junior Financial Advisor - Client-Focused & Growth-Oriented Tampa, FL Junior Financial Advisor Client-Focused & Growth-Oriented Tampa, FL Series 65 license (required) If you post this job on a job board, please do not use company name or salary. Experience level: Associate Experience required: 9 Years Education level: All education level Job function: Finance Industry: Financial Services Compensation: $51,000 - $60,000 Total position: 1 Relocation assistance: No Visa sponsorship eligibility: No End Client : Sandy Morris Financial Recruiter Note: Please ensure that all candidates submitted for this role are thoroughly vetted and fully committed to moving forward in the process. Verify that each candidate holds the required active licenses before submission. We will be conducting a phone screening with every candidate submitted. Any discrepancies found in the provided details will result in immediate rejection. Additionally, only local candidates will be considered for this position. Thank you for your support and partnership Full Time: Monday-Friday, 8:30am-4:30pm Were seeking a Junior Financial Advisor to join a local Tampa NW fast-growing advisory firm and work directly with existing clients while helping close inbound leadsno cold calling or prospecting required. This is a client-facing role ideal for someone who is coachable, adaptable, proactive, and ready to learn their proven process for delivering exceptional financial guidance. Direct Hire placement with great benefits package and PTO. Key Responsibilities Build relationships with existing clients and help manage their financial portfolios Close new business from warm inbound leadsno hunting or cold outreach Learn and implement the firms financial planning process and client service model Present and manage index annuity and insurance-based investment strategies Conduct client reviews, portfolio updates, and retirement planning sessions Maintain accurate records in CRM and financial planning software Collaborate with senior advisors and support staff to ensure seamless client experiences Stay current on market trends, product offerings, and regulatory updates Required Qualifications Series 65 license (required) Florida 215 Insurance License (preferred) Experience working with Assets Under Management (AUM), especially index annuities 10 Years or less of financial advisory experience Strong communication and relationship-building skills Efficient, organized, and able to manage multiple client relationships Team-oriented with a growth mindset and willingness to be coached Top Skills for Success Financial planning and client service Investment product knowledge (annuities, retirement strategies) Time management and follow-through Team collaboration and adaptability Sales closing and consultative communication Benefits Package 2 weeks paid time off All major holidays off + Christmas week Medical, dental, and vision insurance plans 401(k) with employer match Access to investment company portfolios with no management fees

The independent RIA segment of the wealth management industry is experiencing significant growth. At Dynasty Financial Partners, our investment bank is focused primarily on supporting independent RIAs buy and sell-side M&A support, succession planning and consulting, conducting valuations and underwriting/deploying capital. The Associate joining Dynasty's Investment Bank team will become an integral member of the team. This individual should be familiar with M&A deal execution for buy and sell-side processes, working with and/or managing junior deal team members and have familiarity underwriting lower middle loans and private equity investments. Additionally, the Associate will play a significant role in helping to create new RIA firms that become part of the Dynasty Network by advising on items such as launch P&Ls, capitalization and shareholding structure. The Associate will be expected to learn, understand and collaborate across departments within Dynasty and with resource partners outside of Dynasty to deliver best in class service to our clients. This role is intended to be dynamic and demanding with the potential for advancement. Responsibilities of the candidate will include the following: Investment Banking Experience. At least 3 years of investment banking work experience is a must; however; direct M&A experience in the wealth management industry is preferred but not required. Financial Modeling. The candidate should have strong technical experience in financial modeling and be familiar have direct deal experience in M&A and valuations. The candidate should be familiar using Microsoft Excel, PowerPoint, and Word in order to assist with the due diligence and presentation of client materials. Valuations. The candidate will support the growth of our M&A advisory practice and capital strategies portfolio to conduct valuation of wealth management, asset management and other financial services companies. The candidate should be familiar with using discounted cash flow models as well as other suitable valuation methodologies for financial analysis and converting these models into client ready presentations. Credit Analysis. The candidate should be familiar with credit analysis and key leverage ratios of financial services companies. In particular, the candidate should have experience with underwriting financial services companies and key ratios and performance indicators of wealth management businesses. Corporate Development. Work with other members of the investment bank to periodically evaluate strategic opportunities applicable to Dynasty Financial Partners Monitor Relevant Industry Trends and News. The candidate will be expected to monitor and report on trends and news within the wealth management industry. Requirements Finance major (other majors will be considered as applicable) with at least 3 years of investment banking experience Investment banking, credit training or leverage finance experience from a major financial institution a plus Comfortable building 3-statement operating models Demonstrated track record of success academically and/or in prior roles Enthusiastic self-starter with strong communication and interpersonal skills Desire to learn and contribute to an entrepreneurial culture Familiarity with databases such as Factset and Fintrx Excellent writing, presentation, and organizational skills Detail oriented with the ability to execute complex projects Strong desire to work in a fast past, high performing team with a willingness to learn new skills and concepts Comfortable being in a client facing role Preferred Technical Skills Proficiency with Microsoft Office Suite, particularly Excel and PowerPoint Strong working knowledge of corporate finance theory Ability to use Salesforce reporting tools Ability to multi-task and prioritize BENEFITS Health Insurance Dental insurance Vision insurance Retirement plan 401(k) 401(k) matching Paid Time Off FSA/HSA benefits plans Disability benefits Voluntary Life Insurance Basic Life Insurance EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Solomon Partners is a leading financial advisory firm with a legacy as one of the oldest independent investment banks. We advise clients on mergers, acquisitions, divestitures, restructurings, recapitalizations, capital markets solutions and activism defense across a range of industries. Solomon Partners' culture is driven by integrity, deep sector expertise and building strong, working relationships. With a focus on inclusivity, we are collaborative, entrepreneurial and committed to providing clients with sound, unbiased advice. To learn more about Solomon Partners, please visit our website at ************************ PROGRAM DESCRIPTION: The Summer Analyst internship is a 10-week immersive program beginning in early June 2027 Direct collaboration with Full Time Analysts and Associates to perform complex financial analysis specializing in mergers, acquisitions, leveraged buyouts, and fairness opinions Engagement in small deal teams alongside two or more senior members to analyze and execute mergers and acquisitions and principal investment transactions Hands-on opportunities to work closely with clients and perform financial modeling and valuation analyses Networking opportunities, mentorship from experienced team members, and tailored training sessions to enhance technical and soft skills Successful candidates will be dedicated to the Distribution Group Solomon Partners' recruiting philosophy is to pursue individuals with diverse backgrounds who are creative, highly motivated, and possess strong analytical and quantitative skills QUALIFICATIONS: Currently enrolled in an undergraduate degree program with an anticipated graduation date between December 2027 - June 2028 Demonstrated academic excellence; GPA of 3.5 or higher U.S. citizen or permanent resident Will not require future sponsorship Learn more about our firm and hear our CEO's principles on what it takes to become a successful investment banker.

JobID: 210690767 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $100,000.00-$100,000.00; New York,NY $100,000.00-$100,000.00 As a summer analyst in the Securities Services team, you will have programing created to provide you with a comprehensive overview of the business and build key skills for the future. This 9-week summer analyst program is the gateway into our full-time rotational program that offers the opportunity to develop a comprehensive, end-to-end knowledge of the Securities Services business. You will spend your summer in one of our key business areas. We have opportunities in the following locations: New York Metro, NY; Boston, MA; Tampa, FL. If you receive an offer to join full-time, you'll participate in three ten-month rotations, covering areas such as Client Services, Product Development, Data & Analytics, Sales and Product Management. This program is designed to establish a strong foundation in the key disciplines of Securities Services so that you will be able to take on significant responsibilities and projects within the business upon completion of the program. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Job responsibilities * Develop your analytical, technical and leadership skills * Gain hands on project management experience * Work with engaged managers in your location * Gain exposure to global teams across all areas of Securities Services * Engage regularly with business leaders, current program participants, and program alumni * Grow under the guidance of a mentor, program manager, and a direct manager Required qualifications, capabilities, and skills * Fluency in English * Attend college/university in the U.S. * Minimum cumulative GPA of 3.2 on a 4.0 scale * Expected graduation date of December 2027 - June 2028 from bachelor's or master's program * If you are pursuing a master's degree, it must be completed within 2 years of your bachelor's degree * To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Preferred qualifications, capabilities, and skills * Exceptional communications skills and clear, articulate, and concise verbal and written communication * Have the aptitude to synthesize large amounts of information and to develop innovative solutions * Ability to multi-task and prioritize workloads, strong time-management skills, and thrive in fast-paced collaborative environments * Ability to understand and resolve or escalate issues quickly * Proficiency with Excel and PowerPoint * Demonstrated leadership ability and ability to develop solutions and drive change * Strong interest in finance, project management, emerging technologies, data governance, analytics, and use of digital tool to drive innovation Training As a summer analyst you will have programing created to provide you with a comprehensive overview of the business, key skills for the future and have access to all of our Securities Services University courses. As a full-time analyst, you will cultivate and hone new skills through an ongoing training curriculum and program analysts will participate in a 2-week bootcamp. You will have the unique opportunity to participate in leadership trainings designed for your analyst class. Career Progression Upon successful completion of the summer program, you may receive an offer to join our two and a half year Securities Services Leadership Full-Time Rotational Program. Join Us At JPMorgan Chase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious, and ready to make an impact, we're looking for you. What's Next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume is a way for us to initially get to know you, so it's important to complete all relevant application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet certain required qualifications. If you are advanced to the next step of the process, you'll receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. Completion of the HireVue video interview is required, and your application will not be considered for further review until you have completed it. We strongly encourage that you apply and complete this as soon as possible, since programs will close as positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds, and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more. 2026 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran

Job Title: Corporate Finance Intern Responsibilities include, but not limited to:: Data Entry Filing Project setup Enter A/P invoices into accounting system. Invoicing - Customer and Vendors Vendor setup Assist with system configuration related tasks. Managing project analytics. Other related duties as assigned. Qualifications Experience with Microsoft Office - skilled in excel Strong ethic and ability to work in a team environment Excellent written and oral communication skills Ability to Analyze Data Attention to Detail Critical Thinking Skills Accounting Organizational Skills Time Management Skills Continual Learning Possess a moderate understanding of general aspect of duties

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.

Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak! We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses/credentials, and we'll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals. Key Responsibilities * Attend and engage in coaching and training led by the leadership team and established advisors. * Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals. * Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice. * Schedule and conduct financial planning and advice meetings with clients and client prospects. * Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals. * Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results. * Build a book of business as a stand-alone Ameriprise Financial advisor. * If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum. * Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities. Required Qualifications * 3+ years of work experience with a proven track record of success. * Have a network of personal and professional contacts within the local area that you may engage for referrals. * Showcase a background in building strong relationships and delivering superior client service. * Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years. * Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status. * Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam) o State Securities (Series 63 or Series 66) o State IAR (Series 65 or Series 66) o State Life, Health Insurance and Variable Products lines Preferred Qualifications * Four-year college degree, or equivalent * Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment. * Willingness and desire to be part of a coaching relationship and peer learning environment. * Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group

Job DescriptionDescription: The independent RIA segment of the wealth management industry is experiencing significant growth. At Dynasty Financial Partners, our investment bank is focused primarily on supporting independent RIAs buy and sell-side M&A support, succession planning and consulting, conducting valuations and underwriting/deploying capital. The Associate joining Dynasty's Investment Bank team will become an integral member of the team. This individual should be familiar with M&A deal execution for buy and sell-side processes, working with and/or managing junior deal team members and have familiarity underwriting lower middle loans and private equity investments. Additionally, the Associate will play a significant role in helping to create new RIA firms that become part of the Dynasty Network by advising on items such as launch P&Ls, capitalization and shareholding structure. The Associate will be expected to learn, understand and collaborate across departments within Dynasty and with resource partners outside of Dynasty to deliver best in class service to our clients. This role is intended to be dynamic and demanding with the potential for advancement. Responsibilities of the candidate will include the following: Investment Banking Experience. At least 3 years of investment banking work experience is a must; however; direct M&A experience in the wealth management industry is preferred but not required. Financial Modeling. The candidate should have strong technical experience in financial modeling and be familiar have direct deal experience in M&A and valuations. The candidate should be familiar using Microsoft Excel, PowerPoint, and Word in order to assist with the due diligence and presentation of client materials. Valuations. The candidate will support the growth of our M&A advisory practice and capital strategies portfolio to conduct valuation of wealth management, asset management and other financial services companies. The candidate should be familiar with using discounted cash flow models as well as other suitable valuation methodologies for financial analysis and converting these models into client ready presentations. Credit Analysis. The candidate should be familiar with credit analysis and key leverage ratios of financial services companies. In particular, the candidate should have experience with underwriting financial services companies and key ratios and performance indicators of wealth management businesses. Corporate Development. Work with other members of the investment bank to periodically evaluate strategic opportunities applicable to Dynasty Financial Partners Monitor Relevant Industry Trends and News. The candidate will be expected to monitor and report on trends and news within the wealth management industry. Requirements: Finance major (other majors will be considered as applicable) with at least 3 years of investment banking experience Investment banking, credit training or leverage finance experience from a major financial institution a plus Comfortable building 3-statement operating models Demonstrated track record of success academically and/or in prior roles Enthusiastic self-starter with strong communication and interpersonal skills Desire to learn and contribute to an entrepreneurial culture Familiarity with databases such as Factset and Fintrx Excellent writing, presentation, and organizational skills Detail oriented with the ability to execute complex projects Strong desire to work in a fast past, high performing team with a willingness to learn new skills and concepts Comfortable being in a client facing role Preferred Technical Skills Proficiency with Microsoft Office Suite, particularly Excel and PowerPoint Strong working knowledge of corporate finance theory Ability to use Salesforce reporting tools Ability to multi-task and prioritize BENEFITS Health Insurance Dental insurance Vision insurance Retirement plan 401(k) 401(k) matching Paid Time Off FSA/HSA benefits plans Disability benefits Voluntary Life Insurance Basic Life Insurance EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Job Title: Finance Intern Hours: Full and Part Time Responsibilities include, but not limited to:: Data Entry Filing Project setup Enter A/P invoices into accounting system. Invoicing - Customer and Vendors Vendor setup Assist with system configuration related tasks. Managing project analytics. Other related duties as assigned. Qualifications Experience with Microsoft Office - skilled in excel Strong ethic and ability to work in a team environment Excellent written and oral communication skills Ability to Analyze Data Attention to Detail Critical Thinking Skills Accounting Organizational Skills Time Management Skills Continual Learning Possess a moderate understanding of general aspect of duties. Experience with Quickbooks preferred but not required. Junior and Senior college students encouraged to apply