Finance advisor jobs in West Virginia

Job Description Cornerstone Advisor Group (CAG) is seeking business-minded candidates who are motivated by their ability to make an impact in people's lives and help their clients do the planning needed to achieve their long-term financial goals. Our team will guide an individual's drive into a thriving and purposeful financial advisory practice. You will be in business for yourself, but not by yourself; you will be part of a growing company, where you drive your career and have an impact every day. Our partnerships mean you will be working in a culture where people matter and have for over 170 years. We believe that growth isn't just about numbers; it's about keeping promises to the clients and each other. The position is open immediately to an applicant who wants to grow their business, improve their clients' lives, and their families in obtaining a strong financial future. What We're Looking For: If you are someone who has: The mindset of a capitalist and the heart of an altruist High energy, a strong work ethic, and a positive, optimistic approach A passion for helping people and a strong sense of mission Confidence, resilience, humility, and total commitment to your work Integrity and trustworthiness in everything you do The desire to create your own success while making a meaningful impact in your community Perks: Strong Commissions and Investment Downlines Strong training system to set you up for success, regardless of experience Benefits from a non-match deposit into your 401(k), Health Insurance, Short-Term & Long-Term disability, and more Trips, bonuses, and incentives are available Opportunity to grow your career alongside the mission and vision of a rapidly growing company Team-oriented environment that provides collaboration and mutual support Be part of a Fortune 100 Company with a rich history of success and a forward-thinking culture Potential transition package depending on your book of business Office Locations: Hybrid role with office locations in the following areas (for those without prior experience, in-office attendance is required 100% of the time): Virginia: Blacksburg Charleston Chesapeake Chevy Chase Fairfax McLean Richmond Roanoke Virginia Beach Warrenton Westchester Winchester West Virginia: Morgantown Wheeling Compensation: $50,000 - $120,000 Responsibilities: Sell & Maintain Life Insurance & Annuities Sell & Maintain Assets Under Management Develop and maintain strong relationships with clients Provide tailored financial advice and solutions to clients Manage the sales process from lead generation to closing Continuously learn and apply new industry knowledge Collaborate with the team and share best practices Maintain accurate and up-to-date client records and compliance documentation Qualifications: Valid FINRA Series 7 & 63/66 preferred but not required Active Life Producer License in your state of residence (Virginia or West Virginia) Proven ability to sell life insurance products and generate leads Excellent phone skills, with the confidence to reach out to new prospects and clients Business mindset with a strong drive to succeed and grow a personal business Strong interpersonal skills and the ability to connect with people from diverse backgrounds Eagerness and willingness to learn and improve About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.

**Wealth Management Advisor** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. We are proud that we've been recognized for being one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity. We hire and develop Advisors who believe in our mission of helping our clients find confidence in retirement and who personify our values. Should the following skills reflect who you are and who you aspire to be, you will thrive as an Advisor at TIAA. - Deeply curious with a demonstrated ability to uncover the needs of the client. - Giving and receiving constructive feedback are hallmarks of your character. - Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star. - Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients. - Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth. - Takes tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs of clients and propose solutions that fit each client's unique scenario, and unwavering work ethic. - Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. + Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills. + Builds meaningful and long-lasting relationships, developing and implementing financial appropriate financial solutions. + All licenses must be obtained within 120 days from start date. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 5+ years in a role with personal accountability and managing a book of business or equivalent experience; Required + 5+ years building long-lasting relationships with affluent clients or equivalent experience; Required **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required + Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or + Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion; preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 8IC Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management **Anticipated Posting End Date:** 2025-12-31 Advisors are eligible to participate in competitive variable compensation package (paid on external sales, book of business, and balanced performance metrics) with material upside potential. Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . + For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . + For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)

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

Frost Brown Todd LLP , a national law firm with 1000+ legal and business professionals in eighteen offices, is currently searching for a full-time Paralegal or Finance Professional to join our Charleston office. This position will assist Public Finance attorneys with all aspects of financing transactions. Key Responsibilities: Draft and review loan agreements, corporate documents, security agreements and other transactional documents. Conduct Uniform Commercial Code (“UCC”) searches, title searches, lien searches and other investigations to ensure proper legal standing. Coordinate closing activities and due diligence documentation with clients, lenders, and other parties involved in transactions. Oversee the scheduling of bond and loan transactions. Prepare and organize closing documents and conduct closings. Prepare and manage form documents for bond and loan transactions. Manage and organize transcripts. Oversee and review the compilation and distribution of transcripts. Assist with publications and notice requirements. Oversee and manage post-closing matters. Job Requirements: Bachelor's degree or equivalent combination of education and experience. Minimum of 3 years of law firm or in-house experience preferred. Strong organizational skills, including record keeping and data collection. Ability to deliver accurate, detail-oriented work while staying composed and focused in a high-pressure, deadline-driven environment. Ability to acquire new skills and operate new software. Familiarity with bond, loan, and M&A transactions, as well as corporate formation, business registration, and Secretary of State searches and filings, including UCC lien searches, filings, and other certifications. Effective interpersonal skills to build and maintain effective relationships with attorneys, clients and business professionals in person, by e-mail and telephone. Ability to work independently and collaboratively within a team structure. Ability to organize and prioritize numerous tasks and complete them under time constraints. Ability to read and interpret basic legal documents and other documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine legal documents and correspondence. Willingness and flexibility to work additional hours as needed. Frost Brown Todd offers a competitive salary and a comprehensive benefits package including medical, dental, vision, life, disability, and 401k/profit sharing retirement package. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Frost Brown Todd is fully committed to equality of opportunity in all aspects of employment. It is the policy of Frost Brown Todd to provide equal employment opportunity to all employees and applicants without regard to race, color, religion, national or ethnic origin, military status, veteran status, age, gender, gender identity or expression, sexual orientation, genetic information, physical or mental disability or any other protected status.

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

Job DescriptionSalary: WVJC is seeking a motivated professional to join the financial aid team as a Financial Aid Representative. You will provide customer service to prospective students during the interview & recruitment process, to currently enrolled students, and to students preparing for graduation. The Financial Aid Representative responsibilities include, but are not limited to, processing financial aid applications, awarding and adjusting aid, certifying alternative loans and exit advising. Must demonstrate self-motivation with a high degree of organizational skills to be successful in a fast paced environment. Responsibilities: Advise students and parents regarding the different financial aid programs, eligibility, application procedures and the loan and grant awarding process. Interview prospective students by assisting the student with the Free Application for Student Aid (FAFSA) in an effort to retrieve the EFC and consequently determining need for State and Federal Financial Aid programs, and providing the student with a financial package to fit his/her individual circumstances while also paying attention to other factors such as 90/10 and default prevention. Process financial aid applications to determine eligibility. Send notifications concerning incomplete applications and request for required documentation. Calculate financial need based on eligibility and cost of attendance. Provide loan advising to students. Analyze and understand complicated federal and state regulations to ensure compliance with Title IV. Interface with Admissions, Student Services, faculty members and other staff members. Complete second year packaging with students by assisting the student with the Free Application for Federal Student Aid. Provide the student with a second year financial package to fit his/her individual circumstances. Complete the required second year financial aid enrollment paperwork with the student. Complete exit interviews for all students who are completing their enrollment either by graduation or by withdrawal. File all appropriate exit interview paperwork in the students file. Present to prospective and current students and complete any other duties as assigned by the Campus President. Qualifications: Associate degree, preferred but not required, within accounting, finance or related field (Preferred) Some experience within a related field (Preferred) Strong computer skills Ability to multi-task and manage projects Problem solving and critical thinking skills Customer service oriented Effective communication skills Schedule: Hybrid Position- 2 days in office, 3 days remote 3 day hour shifts (9-5) 2 'late' shifts (12-8) Monday to Friday Insurance such as medical, health, dental, and vision is not provided. While a Financial Aid Representative is responsible for fulfilling all primary responsibilities listed above to achieve the immediate goals of the campus, he/she is responsible to meet all organization goals. As such adjustments or additions to these responsibilities and the methods by which they are achieved may be required by management to ensure operational effectiveness and efficiency across departments, campuses and the organization as a whole. The Institution prohibits sex discrimination in any education program or activity that it operates. Notice of non-discrimination is located at************* #WVJC1

Position is available June 2026. Permanent location is Charleston WV. Commercial Banking Analyst will train up to two months in Alexandria VA at initial hire. The Commercial Banking Analyst shall perform financial spreading and analysis for commercial, both commercial real estate and commercial & industrial, transactions. This involves reviewing financial statements, tax returns, and evaluating collateral, to determine the financial condition of individuals and businesses. This role is designed to assist underwriters and the bank in the evaluation of the strengths and weaknesses in commercial loan requests in determining if the overall risk in a credit request is acceptable to the Bank. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Use critical thinking and financial calculations to conduct thorough analysis of applications for commercial credit. * Spread financial statement consistent with the organization's guidelines. * Analyze borrower's balance sheet, income, and cash flow statement and interpret key ratios. * Complete reviews on all types of commercial property - hotels, retail centers, office buildings, industrial warehouses, etc. * Evaluate additional credit information for preparation of commercial loan package. * Visit prospective commercial borrowers and/or collateral properties. * Review real estate appraisals and environmental reports for relevance and accuracy of findings. * Provide an analyzed, researched, and documented loan package for review by supervisor, officers, committee, or Board as appropriate. * Assist with loan scenario questions and be responsible for calculating risk scorecard and recommending risk ratings. * Maintain department service level and turn-time standards. * Gain knowledge of and uphold compliance with policies and procedures of the Bank. * Assist underwriters and team members as requested. * Additional responsibilities as assigned. Other Duties * Complies with all policies and procedures of the Bank. * Perform other duties as assigned. Skills/Abilities: * Have an analytical mindset * Work both independently and as part of a team * Distill complex information and analysis into a readable format * Be an efficient multi-tasker * Provide outstanding customer service Education and Experience: * Bachelor's in finance, accounting, real estate or other related field. * Proficiency in Microsoft Office - especially both Word and Excel. * Hands on experience with real estate, accounting, or finance is a plus. Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary. Travel Travel may be required for this position. Equal Employment Opportunity/M/F/disability/protected veteran status Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Job Description BANKING INTERN ANY PCB LOCATION The PCB Internship is an exciting, engaging, and collaborative opportunity providing college students with a hands-on experience learning the variety of careers paths available in community banking through a departmental rotation format and strategic capstone project. Students selected engage directly with banking officers, executive and senior management, credit analyst, marketing programs, mortgage finance teams, commercial and retail banking groups, accounting team, human resources, training leaders, and much more throughout the 8-10-week paid internship. The role requires participation with other PCB interns in a team-oriented strategic capstone project. The project exists parallel with the departmental rotations and may have real world application. The final project will be presented to PCB Board of Directors, Executive, and Senior Management near the end of the internship. ACCOUNTABILITIES Responsive to bank and manager communications. Communicate in a polite, effective, and professional manner. Actively participate as part of a team working towards completion of a strategic capstone project. Show initiative and be a positive member of the business environment. Participate in online, in person and rotational area training schedules. Share ideas with leadership for improvement enhancing process, procedures, or delivery within assignments. Utilize problem solving and analytical skills. Perform various administrative and service-oriented functions as assigned. Engage and participate in community events and service projects PCB sponsors. Develop, maintain, and grow relationships with PCB team members during rotation and throughout internship. Deliver a positive customer experience when working internal and external partners. Ensure accuracy of documents, projects, presentations, and results delivery. Refer customers seeking products or services to the appropriate bank area. Maintain the highest degree of integrity and confidentiality at all times. Other duties as may be deemed necessary to support Bank activities. SALARY STATUS Hourly SKILLS NEEDED Ability to promote and market the bank through strong customer service and communication. Able to adjust quickly to different work situations in a fast-paced environment. Must be able to communicate thoughts clearly and professionally, both orally and in writing, to all levels of staff; as well as external contacts. Ensure accuracy in all aspects of the job, detect errors, and follow through on corrections and details. Ability to utilize various software platforms. Ability to manage time to complete assignments and responsibilities, prioritize multiple tasks, work efficiently, meet short deadlines, take direction despite frequent interruptions. Ability to establish and maintain cooperative and professional working relationships with those contacted in the course of work, including employees in other departments or facilities, vendors, and customers. QUALIFICATIONS Enrolled college student in good standing with their institution pursuing an undergraduate degree, preferably in business, finance, marketing, communication, accounting, or economics but not required. Strong written and verbal communication. Ability to think independently and work collaboratively within a team environment. Possess critical thinking skills and attention to detail. Able to handle multitask situations and working environment. Excellent time management skills. Adequate computer skills and ability to work with Microsoft Word and Excel Pendleton Community Bank is an equal opportunity employer / veteran / disability. Employment decisions are based on merit and business needs, and not on race, color, citizenship status, national origin, ancestry, gender, age, religion, creed, physical or mental disability, marital status, veteran status, political affiliation, or any other factor protected by law. As a federal contractor, PCB accepts priority referrals of protected veterans for our openings. FEIN 550251555 Member FDIC Equal Housing Lender

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College 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 to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

The Contemporary American Theater Festival at Shepherd University is welcoming applications for the position of Company Management Intern. CATF, a LORT D summer festival and leading producer of contemporary plays, is dedicated to telling diverse stories and developing new American theater. The festival premieres or produces six plays per season in three venues in rotating rep. We are committed to supporting the unique needs of new work while fostering an environment of fun and company community. Located an hour from DC, CATF makes its home in one of America's coolest small towns, Shepherdstown, WV. Company Management Interns report to the Company Manager and assist in upholding CATFs passion for radical hospitality. Responsibilities include: support in artist onboarding; transportation of artists and guests; artist housing preparation; coordinating artist arrival to housing including box and suitcase delivery; facilitate meals for artists as needed; carrying out coordination of company events; and perform office related tasks. All members of the Company Management team will be required to work early mornings, late evenings and weekends, as well as rotate on-call duties for unexpected emergencies such as housing lock outs, after-hours transportation, medical needs, etc. The Company Manager will create a schedule that is mutually beneficial to all members of the team with staggered days off. Applicants should have a human centric style of management and ability to approach all individuals and situations with empathy. As well as being comfortable adapting to schedule changes and shifting priorities as needs arise. Position requires engaging with new people on a regular basis; a desire to work in a collaborative environment while also working independently on specific responsibilities; having time-management skills, organization skills and attention to detail; ability to lift and ; climbing stairs; working outdoors; sitting in a vehicle for long periods of time; use of Microsoft Office, Google Drive, and other task management apps; use of personal cell phone; a valid drivers license. Ideal candidates for the Internship Company are team players: positive, flexible, eager to learn, work collaboratively, and value and practice anti-racist and anti-oppressive (ARAO) efforts. Click here to learn about CATFs ARAO Values For 2022, COVID Safety Protocols will be strongly informed by Actor's Equity requirements (which will be applied to ALL Production staff members). Proof of full vaccination, weekly COVID testing, and mandatory mask wearing during work hours will be required for employment. Position is seasonal, from mid May to early August. All staff and interns are provided free air-conditioned housing within walking distance of the theaters and workspaces (also air conditioned) 1-2 meals per day during tech, and free use of university gym, pool, and laundry facilities. Interested applicants should submit a resume and three references (either with your resume, OR in the box below). A cover letter are also appreciated. Electronic submissions only please. Please visit ************ to learn more about us and our upcoming summer season. CATF is an equal opportunity employer. All applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, nationality, ethnicity, Veteran, or ability status. CATF makes hiring decisions based solely on qualifications, merit, and business needs at the time. If you have any questions or need assistance completing the application, please email us at *************

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

JobID: 210692836 JobSchedule: Full time JobShift: : At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities * Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity * Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity * Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments * Provide a holistic view of clients' needs and financial coaching beyond investments * Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills * At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners * Demonstrated ability and commitment to goals-based planning and advice * A valid and active Series 7 * A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment * A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills * Certified Financial Planning (CFP) certification is preferred * Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

WVJC is seeking a motivated professional to join the financial aid team as a Financial Aid Representative. You will provide customer service to prospective students during the interview & recruitment process, to currently enrolled students, and to students preparing for graduation. The Financial Aid Representative responsibilities include, but are not limited to, processing financial aid applications, awarding and adjusting aid, certifying alternative loans and exit advising. Must demonstrate self-motivation with a high degree of organizational skills to be successful in a fast paced environment. Responsibilities: Advise students and parents regarding the different financial aid programs, eligibility, application procedures and the loan and grant awarding process. Interview prospective students by assisting the student with the Free Application for Student Aid (FAFSA) in an effort to retrieve the EFC and consequently determining need for State and Federal Financial Aid programs, and providing the student with a financial package to fit his/her individual circumstances while also paying attention to other factors such as 90/10 and default prevention. Process financial aid applications to determine eligibility. Send notifications concerning incomplete applications and request for required documentation. Calculate financial need based on eligibility and cost of attendance. Provide loan advising to students. Analyze and understand complicated federal and state regulations to ensure compliance with Title IV. Interface with Admissions, Student Services, faculty members and other staff members. Complete second year packaging with students by assisting the student with the Free Application for Federal Student Aid. Provide the student with a second year financial package to fit his/her individual circumstances. Complete the required second year financial aid enrollment paperwork with the student. Complete exit interviews for all students who are completing their enrollment either by graduation or by withdrawal. File all appropriate exit interview paperwork in the student's file. Present to prospective and current students and complete any other duties as assigned by the Campus President. Qualifications: Associate degree, preferred but not required, within accounting, finance or related field (Preferred) Some experience within a related field (Preferred) Strong computer skills Ability to multi-task and manage projects Problem solving and critical thinking skills Customer service oriented Effective communication skills Schedule: Hybrid Position- 2 days in office, 3 days remote · 3 day hour shifts (9-5) · 2 'late' shifts (12-8) · Monday to Friday Insurance such as medical, health, dental, and vision is not provided. While a Financial Aid Representative is responsible for fulfilling all primary responsibilities listed above to achieve the immediate goals of the campus, he/she is responsible to meet all organization goals. As such adjustments or additions to these responsibilities and the methods by which they are achieved may be required by management to ensure operational effectiveness and efficiency across departments, campuses and the organization as a whole. The Institution prohibits sex discrimination in any education program or activity that it operates. Notice of non-discrimination is located at ************* #WVJC1

Position is available June 2026. Permanent location is Charleston WV. Commercial Banking Analyst will train up to two months in Alexandria VA at initial hire. The Commercial Banking Analyst shall perform financial spreading and analysis for commercial, both commercial real estate and commercial & industrial, transactions. This involves reviewing financial statements, tax returns, and evaluating collateral, to determine the financial condition of individuals and businesses. This role is designed to assist underwriters and the bank in the evaluation of the strengths and weaknesses in commercial loan requests in determining if the overall risk in a credit request is acceptable to the Bank. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Use critical thinking and financial calculations to conduct thorough analysis of applications for commercial credit. Spread financial statement consistent with the organization's guidelines. Analyze borrower's balance sheet, income, and cash flow statement and interpret key ratios. Complete reviews on all types of commercial property - hotels, retail centers, office buildings, industrial warehouses, etc. Evaluate additional credit information for preparation of commercial loan package. Visit prospective commercial borrowers and/or collateral properties. Review real estate appraisals and environmental reports for relevance and accuracy of findings. Provide an analyzed, researched, and documented loan package for review by supervisor, officers, committee, or Board as appropriate. Assist with loan scenario questions and be responsible for calculating risk scorecard and recommending risk ratings. Maintain department service level and turn-time standards. Gain knowledge of and uphold compliance with policies and procedures of the Bank. Assist underwriters and team members as requested. Additional responsibilities as assigned. Other Duties Complies with all policies and procedures of the Bank. Perform other duties as assigned. Skills/Abilities: Have an analytical mindset Work both independently and as part of a team Distill complex information and analysis into a readable format Be an efficient multi-tasker Provide outstanding customer service Education and Experience: Bachelor's in finance, accounting, real estate or other related field. Proficiency in Microsoft Office - especially both Word and Excel. Hands on experience with real estate, accounting, or finance is a plus. Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary. Travel Travel may be required for this position. Equal Employment Opportunity/M/F/disability/protected veteran status Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

BANKING INTERN ANY PCB LOCATION The PCB Internship is an exciting, engaging, and collaborative opportunity providing college students with a hands-on experience learning the variety of careers paths available in community banking through a departmental rotation format and strategic capstone project. Students selected engage directly with banking officers, executive and senior management, credit analyst, marketing programs, mortgage finance teams, commercial and retail banking groups, accounting team, human resources, training leaders, and much more throughout the 8-10-week paid internship. The role requires participation with other PCB interns in a team-oriented strategic capstone project. The project exists parallel with the departmental rotations and may have real world application. The final project will be presented to PCB Board of Directors, Executive, and Senior Management near the end of the internship. ACCOUNTABILITIES Responsive to bank and manager communications. Communicate in a polite, effective, and professional manner. Actively participate as part of a team working towards completion of a strategic capstone project. Show initiative and be a positive member of the business environment. Participate in online, in person and rotational area training schedules. Share ideas with leadership for improvement enhancing process, procedures, or delivery within assignments. Utilize problem solving and analytical skills. Perform various administrative and service-oriented functions as assigned. Engage and participate in community events and service projects PCB sponsors. Develop, maintain, and grow relationships with PCB team members during rotation and throughout internship. Deliver a positive customer experience when working internal and external partners. Ensure accuracy of documents, projects, presentations, and results delivery. Refer customers seeking products or services to the appropriate bank area. Maintain the highest degree of integrity and confidentiality at all times. Other duties as may be deemed necessary to support Bank activities. SALARY STATUS Hourly SKILLS NEEDED Ability to promote and market the bank through strong customer service and communication. Able to adjust quickly to different work situations in a fast-paced environment. Must be able to communicate thoughts clearly and professionally, both orally and in writing, to all levels of staff; as well as external contacts. Ensure accuracy in all aspects of the job, detect errors, and follow through on corrections and details. Ability to utilize various software platforms. Ability to manage time to complete assignments and responsibilities, prioritize multiple tasks, work efficiently, meet short deadlines, take direction despite frequent interruptions. Ability to establish and maintain cooperative and professional working relationships with those contacted in the course of work, including employees in other departments or facilities, vendors, and customers. QUALIFICATIONS Enrolled college student in good standing with their institution pursuing an undergraduate degree, preferably in business, finance, marketing, communication, accounting, or economics but not required. Strong written and verbal communication. Ability to think independently and work collaboratively within a team environment. Possess critical thinking skills and attention to detail. Able to handle multitask situations and working environment. Excellent time management skills. Adequate computer skills and ability to work with Microsoft Word and Excel Pendleton Community Bank is an equal opportunity employer / veteran / disability. Employment decisions are based on merit and business needs, and not on race, color, citizenship status, national origin, ancestry, gender, age, religion, creed, physical or mental disability, marital status, veteran status, political affiliation, or any other factor protected by law. As a federal contractor, PCB accepts priority referrals of protected veterans for our openings. FEIN 550251555 Member FDIC Equal Housing Lender

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College 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 to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.

JobID: 210693301 JobSchedule: Full time JobShift: : At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities * Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity * Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity * Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments * Provide a holistic view of clients' needs and financial coaching beyond investments * Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills * At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners * Demonstrated ability and commitment to goals-based planning and advice * A valid and active Series 7 * A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment * A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills * Certified Financial Planning (CFP) certification is preferred * Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Position is available June 2026. Permanent location is Charleston WV. Commercial Banking Analyst will train up to two months in Alexandria VA at initial hire. The Commercial Banking Analyst shall perform financial spreading and analysis for commercial, both commercial real estate and commercial & industrial, transactions. This involves reviewing financial statements, tax returns, and evaluating collateral, to determine the financial condition of individuals and businesses. This role is designed to assist underwriters and the bank in the evaluation of the strengths and weaknesses in commercial loan requests in determining if the overall risk in a credit request is acceptable to the Bank. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Use critical thinking and financial calculations to conduct thorough analysis of applications for commercial credit. Spread financial statement consistent with the organization's guidelines. Analyze borrower's balance sheet, income, and cash flow statement and interpret key ratios. Complete reviews on all types of commercial property - hotels, retail centers, office buildings, industrial warehouses, etc. Evaluate additional credit information for preparation of commercial loan package. Visit prospective commercial borrowers and/or collateral properties. Review real estate appraisals and environmental reports for relevance and accuracy of findings. Provide an analyzed, researched, and documented loan package for review by supervisor, officers, committee, or Board as appropriate. Assist with loan scenario questions and be responsible for calculating risk scorecard and recommending risk ratings. Maintain department service level and turn-time standards. Gain knowledge of and uphold compliance with policies and procedures of the Bank. Assist underwriters and team members as requested. Additional responsibilities as assigned. Other Duties Complies with all policies and procedures of the Bank. Perform other duties as assigned. Skills/Abilities: Have an analytical mindset Work both independently and as part of a team Distill complex information and analysis into a readable format Be an efficient multi-tasker Provide outstanding customer service Education and Experience: Bachelor's in finance, accounting, real estate or other related field. Proficiency in Microsoft Office - especially both Word and Excel. Hands on experience with real estate, accounting, or finance is a plus. Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary. Travel Travel may be required for this position. Equal Employment Opportunity/M/F/disability/protected veteran status Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College 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 to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.