Finance advisor jobs in West Point, MS - 302 jobs

Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security. · 3 out of 4 of our Financial Advisors are veterans or military spouses. · With 165+ offices nationwide, many are located near military installations. First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters. What our Financial Advisors do: They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals. They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office. They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions. They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process. You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses. Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office. As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period. What to expect after training: At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses. We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities. Set your own schedule to manage work-life balance. Portable career opportunities throughout the United States which allow your career to move with you. Desired Qualifications: Military experience or affiliation Bachelor's degree Proven leadership skills Learn more about First Command: First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command. #LI-AS1

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who You'll Work With Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. About the Role Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. Responsibilities You will meet with existing and prospective clients to plan their financial future. Utilize our company-provided technology and tools to improve your operation. You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. To help you get started, we offer you the resources needed to create your own success: Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support Skills and Qualifications High school diploma or GED Ideally, you have 2+ years of experience working as a Financial Advisor. A proven and successful sales track record. You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66. You also have an active state variable life and health license. Work Location This position is currently designated as remote. Estimated Travel May include up to 25% travel. #LI-CBF #LR1 #SAFG This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. Employee Assistance Program: Confidential counseling services and resources are available to all employees. Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company

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.

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.

Voya Financial Advisors , Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Starkville area to work plan sponsor relationships, in tax exempt markets and retail. This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one appointments, recommend and implement investment strategies, and research client service issues and investment questions. Additionally, candidate must have ability to conduct retirement and investment seminars. To be eligible for the Financial Professional role, candidates must possess the following qualifications: Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred Securities registrations Series 7, 65 & 66 preferred Life & Health Insurance Licenses Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry Qualified candidates are expected to have the following skills: Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a)) Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents Territory management and business development Relationship building Fund knowledge and product/pricing knowledge At Voya Financial Advisors , we provide the tools and resources necessary that will help set you up for success including: Full access to the Voya brand Access to existing client base Wide array of financial products Technology and systems to enable you to efficiently manage your clients financial information and plans Turnkey marketing services Transition assistance, if applicable Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).

**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes. + Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies. + Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience. + Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems. + Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce. **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of pricing and/or contracts experience or similar work experience preferred + 2+ years in a customer facing capacity highly preferred + Experience with the following systems preferred + SAP/Business Objects + Salesforce + MS Excel + MS Vizio/Lucid Chart **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 02/06/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#LI-SP-1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective **Job Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: + Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs + Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies + Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies + Source prospective clients and capitalize on referrals + Deliver customized solutions and the full resources of Bank of America Merrill + Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience + Established and portable practice with a minimum of $1MM in production + Experience managing client portfolios and driving growth + Proven relationship building and business development skills Desired Skills: + Bachelor's degree or higher strongly preferred + Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent communication skills, both written and verbal + Highly entrepreneurial **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Job DescriptionBenefits: Bonus based on performance Flexible schedule Opportunity for advancement Paid time off Training & development Benefits/Perks Careers Advancement Opportunities Flexible Scheduling Competitive Compensation Job Summary We are seeking a Financial Advisor to join our team. In this role, you will educate and provide guidance to our clients on how to best utilize and invest their money. You will assess each clients unique financial picture, understand their needs, and recommend a strategic financial plan. The ideal candidate is capable of analyzing the markets financial data, has excellent communication and presentation skills, and has a track record of successful financial guidance. Responsibilities Gather information to understand each clients overall financial situation and needs and create individualized financial plans Make recommendations around a variety of financial products and services Network and develop relationships to create a strong client base Seek out opportunities to make presentations, provide education, and sell services Maintain up-to-date knowledge of the market and industry trends Qualifications Bachelors degree in finance or a related field Previous experience as a Financial Adviser or related position Current certificate of qualifications (FCA, CII, DipFA, CISI, or other) Understanding of the markets financial data Ability to provide reliable, data-based financial advice Ability to explain complex financial information in simple terms Excellent negotiation, communication, and presentation skills

Details Information Requisition Number S4963P Home Org Name Portfolio Strategy (Orgn: 104091) Division Name Senior VP, Advancement Position Title Portfolio Strategy Analyst Job Class Code OA54A, OA54B Appointment Status Full-time Part-time FTE Limited Term No Limited Term Length Job Summary Auburn Advancement is excited to begin the search for a Portfolio Strategy Analyst to join our operations and strategy team. In this position, you will collaborate with colleges and units to enhance fundraising efforts through strategic prospect research and analysis. This role supports fundraisers by developing and managing donor pipelines, providing training, and ensuring effective communication. What You'll Do: * Collaborate with Fundraising Units: Partner with colleges and units to address moderately complex research and prospect management needs. * Support Fundraisers: Assist development officers in pipeline development and portfolio management through training, communication, and strategic guidance. * Conduct Strategic Meetings: Facilitate quarterly pipeline meetings to discuss prospect management, pipeline development, and portfolio strength. * Maintain Data and Metrics: Update database records, track fundraising goals, and ensure consistent research and prospect management practices across units. Why You'll Love It Here: * Impactful Work: Your efforts will directly contribute to the growth and success of Auburn University and its priorities. * Collaborative Environment: Join a team of dedicated professionals who are committed to making a difference. * Purpose Driven Work: Align your passion and fulfillment to your work, where you're trusted to reach your full potential and achieve your pinnacle career experience. * Culture by Design: Thrive in a culture that champions respect, accountability, and professional development. Now is the perfect time to join Auburn Advancement, a dynamic team encompassing Operations and Strategy, Culture and Talent, Engagement, Philanthropy, and Communications. Under the visionary leadership of Senior Vice President Rob Wellbaum - a seasoned and respected advancement professional - our organization is set to revolutionize the future of Advancement. Essential Functions Purpose * Assist in the development, management, and tracking of fundraising goals and metrics. * Identify, qualify, rate, and assign major gift prospects to development officers in support of fundraising objectives. Collaboration * Partner with colleges and units requiring moderately complex research and prospect management needs. * Work closely with assigned development officers to comprehend and align with their priorities, portfolios, and prospect goals. * Facilitate quarterly pipeline meetings to discuss prospect management, pipeline development, and portfolio strength. Innovation * Promote a consistent approach to research and prospect management across units through regular communication, training, and alignment with Advancement priorities. * Offer training and database support to development officers on prospect management and research resources and policies. Production * Update and maintain records related to development officer portfolios and relationship manager assignments. * Update database records, track fundraising goals, and ensure consistent research and prospect management practices across units. * Maintain accurate records of donor interactions, engagement activities, and program participation, ensuring information is effectively leveraged for future outreach. Why Work at Auburn? * Life-Changing Impact: Our work changes lives through research, instruction, and outreach, making a lasting impact on our students, our communities, and the world. * Culture of Excellence: We are committed to leveraging our strengths, resources, collaboration, and innovation as a top employer in higher education. * We're Here for You: Auburn offers generous benefits, educational opportunities, and a culture of support and work/life balance. * Sweet Home Alabama: The Auburn/Opelika area offers southern charm, vibrant downtown scenes, top-ranked schools, and easy access to Atlanta, Birmingham, and the Gulf of Mexico beaches. * A Place for Everyone: Auburn is committed to fostering an environment where all faculty, staff, and students are welcomed, valued, respected, and engaged. Ready to lead and shape the future of higher education? Apply today! War Eagle! Minimum Qualifications Minimum Qualifications Level I - * Bachelor's degree Level II - * Bachelor's degree plus 5 years of experience in data maintenance, reporting, and research. Minimum Skills, License, and Certifications Minimum Skills and Abilities Minimum Technology Skills Minimum License and Certifications Desired Qualifications Desired Qualifications Posting Detail Information Salary Range $46,680- $73,940 Job Category Auburn Advancement Working Hours if Non-Traditional Monday- Friday: 7:45am-4:45pm- may occasionally work nights and weekends City position is located in: Auburn State position is located: Alabama List any hazardous conditions or physical demands required by this position Posting Date 12/15/2025 Closing Date Equal Opportunity Compliance Statement It is our policy to provide equal employment and education opportunities for all individuals without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, gender expression, pregnancy, age, disability, protected veteran status, genetic information, or any other classification protected by applicable law. Please visit their website to learn more. Special Instructions to Applicants Quick Link for Internal Postings ******************************************* Documents Needed to Apply Required Documents * Resume * Cover Letter Optional Documents Supplemental Questions Required fields are indicated with an asterisk (*). * * Please tell us how you first heard about this opportunity. (Open Ended Question) * * Please select the answer that best describes your current employment relationship with Auburn University: * Current full-time Auburn or AUM employee within probationary period * Current full-time Auburn or AUM employee outside of probationary period * Current part-time Auburn or AUM employee * Not an Auburn or AUM employee * * Do you have a Bachelor's degree from an accredited institution? * Yes * No * Will obtain within 6 months

As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. You will enjoy the support of the firm in offering valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful Financial Advisors will bring unwavering integrity, a team mentality, and drive to grow their career. Advisors joining our firm will enjoy a well-planned onboarding and learning process to gain command of the tools and proven methods that will lead to Advisor and Client success. If you are ready to positively impact the lives of your clients, we are interested in talking to you. Key Responsibilities * Drive growth in your market and achieve revenue and profitability goals. * Actively communicate the firm's value proposition and advice-based service offering to all stakeholders. * Develop client relationships through internal banker referral partners and external COIs. * Surround your clients with our team, including Financial Planning, Brokerage, Trust, Insurance, and the Family Office as appropriate. * Conduct client meetings, annual reviews and evaluate changes in financial objectives, and recommendations which result in strengthening and growing client relationships. * Stay abreast of market trends and demonstrate high level understanding of investment offering and solutions. * Engage your connectivity in the community to foster business development. Qualifications: * 4+ years experience in the Financial Services industry. * Bachelor's Degree required from accredited college or university. * Series 7, and either 66 or 63/65. Life & Health. Other financial certifications strongly encouraged. * Excellent consultative sales skills, with demonstrated business development track record. * Strong written and oral communication skills. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the winning team at Fiorito Wealth Management - Serving Northwestern Mutual in Greater Jackson! We are significantly investing in growth through the development of new internal leaders and eager to hear your story! Our District office is located: 210 Draperton Grove Ridgeland, MS 39157. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree in finance, business, or a related field is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security. Follow this link to hear about a Day in the Life of a Northwestern Mutual Representative: **************************** Local Mississippi Charities Supported by Our District: Young Life: Consistently hosting pickelball tournaments and serving the local Board. Fellowship of Christian Athletes (FCA): Active participation on the Board supporting their initiatives. The Mind Center: Serving the Board, supporting brain health and research efforts. Childrens Hospital of Mississippi in Jackson: Major donors, with several team members passionate about supporting this cause. Our Values: Since the inception of our firm, we have been guided by a simple set of values. These values are rooted in our personal and professional experiences, our teams commitment to excellence, and the deep relationships weve had the opportunity to build with our clients. SERVICE Every client deserves unparalleled service. Our entire team is committed to getting in the trenches with you in the way that we proactively communicate and execute your plan. INTEGRITY Being true to your word can feel like a lost art, especially in the financial services industry. But our team is committed to the highest level of integrity, always putting our clients first and sharing even the most uncomfortable truths with the utmost respect. DISCIPLINE Consistent, disciplined action leads to exceptional results. Our team believes in time- tested financial strategies, leadership principles, and operational procedures that help us accomplish your goals. Meet some of our local leaders, the heartbeat of our business: Nick Fiorito, Managing Director: How long with NM? 20 years. Previous experience? Edward Jones Advisor for 1 year, shifted to NM seeking a better financial planning model and mentorship system. Passions outside of business? Family, board service for Young Life and FCA, church, physical fitness, completed first IRONMAN in 2020, played college football. Nate Baker, Director of Operations: How long with NM? 1 year. Previous experience? COO of Learn Arena, joined NM for growth opportunities. Passions outside of business? Family, Little Lighthouse of Mississippi, running, and politics. Gates Willson, Financial Advisor: How long with NM? 5 years. Previous experience? Mississippi State grad, played HS football and powerlifting, started at NM right out of college. Passions outside of business? Young Life, fitness, and strength training. Julie Colbert, Financial Advisor: How long with NM? 36 years. Previous experience? Millsaps College grad, lifetime Million $ Round Table member. Started at NM right out of college. Passions outside of business? Swimming, athletics, and community service. Christopher Johnston, Wealth Management Advisor: How long with NM? 18 years. Previous experience? Old Miss graduate in Psychology, started with NM right out of college. Passions outside of business? Family, coaching, Ol' Miss Alumni association, basketball, and deer hunting. Chase Patrizzi, Growth and Development Director, Financial Advisor: How long with NM? 9 years. Previous experience? Military background, passionately served the National Guard. Passions outside of business? Family (girl dad), Children's Hospital of Mississippi and golf. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Nick Fiorito is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries. Flexible work from home options available.

What Does Steel Dynamics Do? Steel Dynamics is a leading industrial metals solutions company that produces lower-carbon, high-quality steel products primarily from recycled scrap. Operating through a circular manufacturing model, the company manufactures a wide range of steel products including flat roll, structural, and long products for industries such as construction, automotive, energy, and manufacturing. In addition to steel production, Steel Dynamics operates metals recycling facilities, steel fabrication plants, and aluminum production operations, serving customers across North America with a focus on innovation, efficiency, and sustainability. This is an Aluminum Dynamics (ADL) Internship. What Does ADL Do? Aluminum Dynamics is developing a state-of-the-art, 650,000-tonne low-carbon recycled aluminum flat rolled mill, supported by two satellite recycled aluminum slab centers. The facility will produce a wide range of flat rolled aluminum products while prioritizing sustainability through advanced recycling practices. Our product offering includes value-added finishing lines such as Continuous Annealing and Solution Heat treatment (CASH) lines, continuous coating, and multiple slitting and packaging operations. This combination of cutting-edge technology and sustainable processes positions Aluminum Dynamics as a leader in delivering high-quality, low-carbon aluminum solutions to meet the growing demands of diverse industries. What Makes This Internship Different? What makes this Finance Internship unique is the opportunity to gain direct exposure to both the technical and strategic sides of finance within a dynamic business environment. Interns are not limited to shadowing; instead, they actively contribute to financial analysis, budgeting, and forecasting that impact real business decisions. The program emphasizes collaboration with professionals across multiple departments and provides regular interaction with management, giving interns a broader understanding of how finance supports the entire organization. Unlike many internships that focus on routine tasks, this role offers hands-on experience, meaningful projects, and the chance to develop analytical and communication skills that will serve as a strong foundation for a future career in finance. Internship Location This internship is located at Aluminum Dynamics, LLC. located in Columbus, MS. This internship will take place in Summer 2026. Internship Benefits Furnished Housing Free of Cost Provided for interns living more than 50 miles from their work site, including essential furnishings to ensure a comfortable stay during the internship. 401(k) & Company Match Eligibility to participate in the company 401(k) plan with a 10-50% company match that vests immediately. Employee Discounts Access to discounts on hotels, vehicles, and other goods and services through Steel Dynamics' nationwide partner network. Employee Assistance Program Up to five free visits per issue, per year for counseling, legal advice, financial guidance, and other daily living resources. Intern Extravaganza A two-day event at company headquarters featuring facility tours, networking with company leaders, cultural immersion, and connecting with other interns from across the country. Competitive Pay Competitive hourly wages for all internship positions, rewarding the value interns bring to the company. Responsibilities What Are My Responsibilities as a Finance Intern at Steel Dynamics? Assist with financial analysis, reporting, and forecasting to support business decision-making. Prepare and update spreadsheets, presentations, and reports using Microsoft Office applications. Support the finance team in managing budgets, expense tracking, and variance analysis. Conduct research and gather financial data to provide insights on company performance, industry trends, and competitors. Collaborate with team members, managers, and other departments to complete finance-related projects. Participate in meetings with internal teams, clients, or vendors as needed to support ongoing initiatives. Ensure accuracy and timeliness when completing assigned tasks and meeting deadlines. Apply strong analytical and problem-solving skills to contribute to daily financial operations. Qualifications What Qualifications Do I Need? Pursuing a Bachelor's degree in Finance, Accounting, or a related field. Minimum GPA of 3.0 or above. Strong professional verbal and written communication skills. Excellent interpersonal skills with the ability to work effectively on a team and with all levels of management, clients, and vendors. Self-motivated with the ability to complete tasks independently. Strong organizational skills with the ability to meet deadlines in a fast-paced environment. Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook) is required Examples of Projects Steel Dynamics Accounting, Finance, Tax, & Internal Audit Interns Have Completed Track and optimize fixed assets across the facility and maintain depreciation schedules and disposal documentation. Identify discrepancies and support internal audits and internal controls, provide evidence for audits, and perform document control by scanning and indexing journal entries and reconciliations. Contribute to month end and quarter end close, including account reconciliations, reporting, OA review preparation, and logging journal entries. Process accounts payable invoices, perform warehouse initial review and routing, match invoices to receivers, and resolve variances with purchasing and operations. Support capital projects by creating CEA purchase orders, processing CIP invoices, and applying the SDI capital expenditure policy. Evaluate customer credit risk to support sales and collections decisions and assist with related reporting. Analyze inventory levels and cost variances, participate in inventory counts, validate count sheets, and recommend process improvements. Manage expenses and cash controls by coding and reconciling credit card transactions, preparing monthly statements, reviewing intercompany Concur expense reports for policy compliance, and performing petty cash counts and reconciliations. Reconcile freight charges by matching invoices to the freight system and resolving discrepancies and track natural gas usage for purchasing and operations reporting. Handle administrative and vendor tasks including logging new vehicles and titles, assisting with insurance documentation, creating and routing New Vendor Forms and vendor master setups, and drafting donation acknowledgment letters and records. Steel Dynamics, Inc., and all affiliated entities are equal opportunity employers. Coming Soon!!

What Does Steel Dynamics Do? Steel Dynamics is a leading industrial metals solutions company that produces lower-carbon, high-quality steel products primarily from recycled scrap. Operating through a circular manufacturing model, the company manufactures a wide range of steel products including flat roll, structural, and long products for industries such as construction, automotive, energy, and manufacturing. In addition to steel production, Steel Dynamics operates metals recycling facilities, steel fabrication plants, and aluminum production operations, serving customers across North America with a focus on innovation, efficiency, and sustainability. This is an Aluminum Dynamics (ADL) Internship. What Does ADL Do? Aluminum Dynamics is developing a state-of-the-art, 650,000-tonne low-carbon recycled aluminum flat rolled mill, supported by two satellite recycled aluminum slab centers. The facility will produce a wide range of flat rolled aluminum products while prioritizing sustainability through advanced recycling practices. Our product offering includes value-added finishing lines such as Continuous Annealing and Solution Heat treatment (CASH) lines, continuous coating, and multiple slitting and packaging operations. This combination of cutting-edge technology and sustainable processes positions Aluminum Dynamics as a leader in delivering high-quality, low-carbon aluminum solutions to meet the growing demands of diverse industries. What Makes This Internship Different? What makes this Finance Internship unique is the opportunity to gain direct exposure to both the technical and strategic sides of finance within a dynamic business environment. Interns are not limited to shadowing; instead, they actively contribute to financial analysis, budgeting, and forecasting that impact real business decisions. The program emphasizes collaboration with professionals across multiple departments and provides regular interaction with management, giving interns a broader understanding of how finance supports the entire organization. Unlike many internships that focus on routine tasks, this role offers hands-on experience, meaningful projects, and the chance to develop analytical and communication skills that will serve as a strong foundation for a future career in finance. Internship Location This internship is located at Aluminum Dynamics, LLC. located in Columbus, MS. This internship will take place in Summer 2026. Internship Benefits Furnished Housing Free of Cost Provided for interns living more than 50 miles from their work site, including essential furnishings to ensure a comfortable stay during the internship. 401(k) & Company Match Eligibility to participate in the company 401(k) plan with a 10-50% company match that vests immediately. Employee Discounts Access to discounts on hotels, vehicles, and other goods and services through Steel Dynamics' nationwide partner network. Employee Assistance Program Up to five free visits per issue, per year for counseling, legal advice, financial guidance, and other daily living resources. Intern Extravaganza A two-day event at company headquarters featuring facility tours, networking with company leaders, cultural immersion, and connecting with other interns from across the country. Competitive Pay Competitive hourly wages for all internship positions, rewarding the value interns bring to the company. Responsibilities What Are My Responsibilities as a Finance Intern at Steel Dynamics? Assist with financial analysis, reporting, and forecasting to support business decision-making. Prepare and update spreadsheets, presentations, and reports using Microsoft Office applications. Support the finance team in managing budgets, expense tracking, and variance analysis. Conduct research and gather financial data to provide insights on company performance, industry trends, and competitors. Collaborate with team members, managers, and other departments to complete finance-related projects. Participate in meetings with internal teams, clients, or vendors as needed to support ongoing initiatives. Ensure accuracy and timeliness when completing assigned tasks and meeting deadlines. Apply strong analytical and problem-solving skills to contribute to daily financial operations. Qualifications What Qualifications Do I Need? Pursuing a Bachelor's degree in Finance, Accounting, or a related field. Minimum GPA of 3.0 or above. Strong professional verbal and written communication skills. Excellent interpersonal skills with the ability to work effectively on a team and with all levels of management, clients, and vendors. Self-motivated with the ability to complete tasks independently. Strong organizational skills with the ability to meet deadlines in a fast-paced environment. Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook) is required Examples of Projects Steel Dynamics Accounting, Finance, Tax, & Internal Audit Interns Have Completed Track and optimize fixed assets across the facility and maintain depreciation schedules and disposal documentation. Identify discrepancies and support internal audits and internal controls, provide evidence for audits, and perform document control by scanning and indexing journal entries and reconciliations. Contribute to month end and quarter end close, including account reconciliations, reporting, OA review preparation, and logging journal entries. Process accounts payable invoices, perform warehouse initial review and routing, match invoices to receivers, and resolve variances with purchasing and operations. Support capital projects by creating CEA purchase orders, processing CIP invoices, and applying the SDI capital expenditure policy. Evaluate customer credit risk to support sales and collections decisions and assist with related reporting. Analyze inventory levels and cost variances, participate in inventory counts, validate count sheets, and recommend process improvements. Manage expenses and cash controls by coding and reconciling credit card transactions, preparing monthly statements, reviewing intercompany Concur expense reports for policy compliance, and performing petty cash counts and reconciliations. Reconcile freight charges by matching invoices to the freight system and resolving discrepancies and track natural gas usage for purchasing and operations reporting. Handle administrative and vendor tasks including logging new vehicles and titles, assisting with insurance documentation, creating and routing New Vendor Forms and vendor master setups, and drafting donation acknowledgment letters and records. Steel Dynamics, Inc., and all affiliated entities are equal opportunity employers. Coming Soon!!

Audit and Analyze Financial Data: Review and audit the flow of financial data associated with aerospace projects to ensure accuracy, consistency, and compliance with industry regulations and internal policies. Cost Tracking and Forecasting: Track and monitor project expenses, budget adherence, and financial forecasts. Provide recommendations for cost control and efficiency improvements. Financial Reporting: Prepare and present detailed financial reports and analyses for aerospace projects, ensuring timely and accurate reporting to senior management. Risk Management: Identify financial risks and discrepancies in project data. Collaborate with project managers and departments to mitigate potential issues. Support Decision-Making: Assist the CFO and other senior leaders in strategic financial decision-making by providing insights into project performance, costs, and financial outlook. Process Improvement: Contribute to continuous improvement initiatives by identifying and recommending process changes to improve the flow of financial data and the accuracy of reporting. Compliance and Regulatory Oversight: Ensure compliance with accounting principles (GAAP/IFRS), government contracting regulations, and any other applicable financial guidelines specific to the aerospace industry. Cross-Functional Collaboration: Work closely with project managers, engineers, and other stakeholders to understand project requirements and provide financial guidance. Qualifications: Education: Bachelor's degree in Finance, Accounting, Business Administration, or related field. Advanced certifications such as CFA, CPA, or MBA preferred. Experience: Minimum of 3-5 years of experience as a financial analyst, preferably within the aerospace or engineering sectors. Strong understanding of project-based financial management, cost accounting, and auditing processes. Experience with financial software and tools (ERP systems, advanced Excel skills, etc.). Skills: Analytical mindset with the ability to interpret complex financial data. Strong communication skills to effectively present financial findings to senior leadership. Detail-oriented and highly organized, with the ability to handle multiple tasks and deadlines. Strong understanding of aerospace industry financial practices and government contracting (if applicable). Personal Attributes: Proactive and self-motivated with a strong desire for continuous learning. Collaborative team player with excellent interpersonal skills. High ethical standards and a commitment to maintaining confidentiality. Working Conditions: Full-time, on-site position (with occasional flexibility). Opportunity for professional development and career advancement in a rapidly growing, high-tech industry. Competitive salary and benefits package.

Job Description River Bank & Trust is looking for a Financial Advisor who is prepared to make a difference in the lives of our customers, by providing sound advice regarding their financial planning and needs. This is achieved not only through the bank's commitment to support your success, but also through your community involvement and relationships paired with your professional financial experience. Essential Duties and Responsibilities: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The essential functions include, but are not limited to the following: Meet with customers to assess their financial needs and goals Develop strategies that align with each customer's risk tolerance and financial objective Offer financial advice which follows a Best Interest standard through the implementation of a variety of financial products and services Guide the customer through their options and each step towards suitable and risk-appropriate financial decisions Cultivate and maintain customer relationships, including regular account reviews and community involvement Maintain and stay updated on regulatory compliance and industry trends Build and maintain customer relationships, internal referral network, and community involvement Minimum Qualifications: Bachelor's degree in finance or related field, preferred At least 2 years' experience as a Financial Advisor or relevant experience Certifications to include: Alabama Insurance Life and Health License, Series 7, Series 66 Skills, Abilities & Expectations: This position may require traveling within the region at a minimum. Must have transportation that allows for this. Knowledge of financial options and products with a willingness to adapt to industry trends Expertise in financial planning and investment strategies Be familiar with and follow policy and procedures Stay abreast of regulatory requirements and industry trends Ability to maintain composure and professionalism in volatile and high anxiety environments Ability to exhibit patience, professionalism and calm composure with difficult or agitated customers Complete annual compliance training applicable to the position Customer service must be a top priority whether internally or externally Ability to work in a fast-paced team environment, handle multiple tasks, and prioritize work Detail oriented and organized Ability to analyze financial information and explain market data Excellent interpersonal and communication skills Integrity, discretion, and respect for confidential information are essential Willingness to adapt to change Work within a variety of different financial planning software and web applications Able to prioritize duties and effectively manage time Analytical and problem-solving skills Attend work regularly, on time, and withstand varying degrees of stress Maintaining a professional, business-like appearance and demeanor Proficiency in Microsoft Office products including: Word, Excel, and Outlook Physical Demands: The employee will occasionally lift and/or move up to 25 pounds. The employee will regularly sit; talk; hear; and use hands to finger, handle, or feel. The employee will occasionally stand; walk; reach with hands and arms; climb and balance; and stoop, kneel, crouch, or crawl. Special vision requirements include close, distant, and peripheral vision; depth perception; and the ability to adjust focus. The noise level in the work environment is usually moderate. The work environment and physical demands are those of a standard retail branch setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Disclaimer: The above information has been designed to indicate the general nature and level of work performed within this job. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job. Incumbents must attend work regularly, on time, and withstand varying degrees of stress. This position description describes the minimum selection requirements to qualify for the position. Promotion and other employment decisions are based on employer needs, good standing, fully competent performance, and other non-discriminatory subjects. Equal Opportunity Employer Statement: River Bank & Trust is proud to be an equal-opportunity employer committed to maintaining a diverse and inclusive work environment. We will not discriminate based on race, age, disability, or any other non-merit characteristics when considering qualified applicants/employees for hire, transfers, promotions, terminations, training, or any other opportunities that may arise.

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who You'll Work With Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. About the Role Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. Responsibilities You will meet with existing and prospective clients to plan their financial future. Utilize our company-provided technology and tools to improve your operation. You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. To help you get started, we offer you the resources needed to create your own success: Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support Skills and Qualifications High school diploma or GED Ideally, you have 2+ years of experience working as a Financial Advisor. A proven and successful sales track record. You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66. You also have an active state variable life and health license. Work Location This position is currently designated as remote. Estimated Travel May include up to 25% travel. #LI-CBF #LI-LR1 #SAFG This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. Employee Assistance Program: Confidential counseling services and resources are available to all employees. Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company

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

Job DescriptionBenefits: Bonus based on performance Opportunity for advancement Training & development Wellness resources Benefits/Perks Careers Advancement Opportunities Flexible Scheduling Competitive Compensation Job Summary We are seeking an Associate Financial Advisor to join our team. In this role, you will educate and provide guidance to our clients on how to best utilize and invest their money. You will assess each clients unique financial picture, understand their needs, and recommend a strategic financial plan. The ideal candidate is capable of analyzing the markets financial data, has excellent communication and presentation skills, and is ready to build a successful career in financial guidance. Responsibilities Gather information to understand each clients overall financial situation and needs and create individualized financial plans Make recommendations around a variety of financial products and services Network and develop relationships to create a strong client base Seek out opportunities to make presentations, provide education, and sell services Maintain up-to-date knowledge of the market and industry trends Embrace a willingness to learn and grow as a professional through continuing education, seminars, and other training opportunities Qualifications Bachelors degree in finance or a related field Previous experience as a Financial Advisor or related position Current certificate of qualifications (FCA, CII, DipFA, CISI, or other) Understanding of the markets financial data Ability to provide reliable, data-based financial advice Ability to explain complex financial information in simple terms Experience with a variety of software applications, including Microsoft Office, Excel, financial planning software, and customer relationship management software Excellent negotiation, communication, and presentation skills

As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. You will enjoy the support of the firm in offering valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful Financial Advisors will bring unwavering integrity, a team mentality, and drive to grow their career. Advisors joining our firm will enjoy a well-planned onboarding and learning process to gain command of the tools and proven methods that will lead to Advisor and Client success. If you are ready to positively impact the lives of your clients, we are interested in talking to you. Key Responsibilities • Drive growth in your market and achieve revenue and profitability goals. • Actively communicate the firm's value proposition and advice-based service offering to all stakeholders. • Develop client relationships through internal banker referral partners and external COIs. • Surround your clients with our team, including Financial Planning, Brokerage, Trust, Insurance, and the Family Office as appropriate. • Conduct client meetings, annual reviews and evaluate changes in financial objectives, and recommendations which result in strengthening and growing client relationships. • Stay abreast of market trends and demonstrate high level understanding of investment offering and solutions. • Engage your connectivity in the community to foster business development. Qualifications: • 4+ years experience in the Financial Services industry. • Bachelor's Degree required from accredited college or university. • Series 7, and either 66 or 63/65. Life & Health. Other financial certifications strongly encouraged. • Excellent consultative sales skills, with demonstrated business development track record. • Strong written and oral communication skills. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube