Finance analyst jobs in Cape Coral, FL - 81 jobs

Our client is a construction company in the Fort Myers area. They continue to take on many large-scale commercial construction projects. Our client's longevity, financial strength, and reputation for completing projects on time and within budget have solidified their position within the industry. The Controller will oversee the company's financial operations, ensuring accurate and timely financial reporting in compliance with generally accepted accounting principles (GAAP) and regulatory standards. The Controller involves managing accounting functions such as general ledger maintenance, financial statement preparation, and budgeting, as well as providing strategic financial analysis to support decision-making. The Controller will also oversee internal controls, lead audits, and manage cash flow, ensuring financial stability and liquidity. Additionally, this role will work closely with senior leadership to drive financial planning and performance analysis across the organization. Responsibilities: Oversee all financial activities, including financial reporting, budgeting, and forecasting. Develop and maintain annual budgets and forecasts. Ensure accurate and timely financial reporting. Liaise with external auditors and CPA' s to ensure proper financial reporting. Lead the monthly closing process, ensuring timely and accurate financial reporting. Develop and monitor Key Performance Indicators (KPI' s) to measure financial performance and project success. Prepare and analyze monthly financial reports, including the Work-in Progress (WIP), profit and loss, balance sheets, and cash flow statements. Implement and maintain internal controls to safeguard company assets. Collaborate with Project Teams and the Executive Leadership Team to provide financial insights and analysis to support decision-making. Act as internal consultant to various departments for projects needing financial/accounting expertise or delegate such responsibility to direct reports. Develop and maintain financial policies and procedures to support efficient operations. Ensure compliance with all financial regulations and standards, including GAAP. Perform financial analysis and reporting, as needed. This position manages the Accounting Manager and oversees the Accounting Team which includes the Accounting Clerks. This position is responsible for the overall financial reporting, billing, pay applications, accounts payable, and accounts receivables Qualifications: Bachelor' s degree in Accounting, Finance, or related field or equivalent education, training, and experience is required. Certified Public Accountant (CPA) certification is required (or 20+ years of construction accounting experience). Certified Construction Industry Financial Professional (CCIFP) certification is preferred. Certified Management Accountant (CMA) certification is preferred. 10+ years of construction accounting experience is required. 5+ years in a managerial or supervisory accounting role is required. Thorough knowledge of generally accepted accounting principals (GAAP) is required. Experience with Sage Intacct is required. Proficiency with Microsoft Office (Outlook, Word, and Excel) is required. Compensation: Base salary up to 160k/year Benefits #INDVIS #zr

HBKS Wealth Advisors (HBKS), an independent personal financial planning and wealth management firm with offices in four states, 14 locations, and approximately $6 billion in assets under management. HBKS Wealth Advisors is part of the HBK CPAs and Consultants (HBK) family of companies; HBK is a top 50 accounting and business consulting firm. As an industry leader and innovator, HBKS is investing in resources and technology to ensure long-term growth. Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our people choose their own career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace. We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses, the heartbeat of our country. We are consultants, influencers in our communities as well as our clients and their finances. When we go home at night, we know we've made something happen for our clients. If you want a career that is all about helping people, you're the kind of person we're looking for. Please read on to discover if you could see yourself joining the HBKS Wealth Advisor Family as our newest Financial Advisor. QUALIFICATIONS Bachelor's Degree in business or finance. 4+ years' experience as a personal financial advisor/planner Industry related professional designations such as CFP preferred The ideal candidate will possess the Series 65 & insurance licenses This individual will be highly motivated with a strong desire to succeed. Excellent organizational, communication, interpersonal, and computer skills required. RESPONSIBILITIES Developing comprehensive, fee-based personal financial plans for individuals and families. Providing various investment advisory services including proposal development, asset allocation modeling, etc. Some trading and rebalancing of client portfolios. Meeting with clients individually or on a team basis with an HBKS partner to review financial and investment plans. Responding to various client service requests throughout the year. Helping the firm grow through acquisition of new clients and retention of existing clients. BENEFITS WE OFFER: Competitive Compensation Lucrative New Business & Employee Referral Bonuses Anniversary Bonus Open Paid-time-off policy for professional staff We provide a flexible work environment to offer work/life balance. 401(k) plan with company match and profit sharing Medical, dental, and vision insurance Company Paid Life Insurance Affordable Short- & Long-Term Disability Insurance Affordable Accidental and Critical Illness Insurance 10.5 Paid holidays Disability Insurance Tuition Reimbursement Annual Performance Reviews And Much More… HBKS provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Full-time Description The Financial Controller reports to the Managing Partners; the Financial Controller is responsible for all the financial and fiscal management aspects of the various companies and their operations. Provide leadership forecasting and coordination in the administrative, business planning, accounting, auditing monthly closeout and reconciliation payables and receivables, payroll, creating and updating financial plans, budgets and cashflow projections of the companies. Excellent communication, organizational, multi-tasking, interpersonal and team skills are a must. Requirements Duties/Responsibilities: · Create, coordinate, and evaluate the financial programs and supporting information systems of the company to include budgeting, tax planning, real estate, and conservation of assets. · Oversees, directs, and coordinates business practices and financial operations. · Analyzes costs, operations, and forecasts data on services and program activities in coordination with Partners and upper management. · Responsible for timely and accurate analysis of budgets, financial reports and financial trends in order to assist key stakeholders inclusive of Growth and Strategy division in making crucial decisions related to business development and growth of each service line. · Ensure compliance with local, state, and federal budgetary reporting requirements. · Oversee the approval and processing of revenue, expenditure, and position control documents, department budgets, mass salary updates, ledger, bank statement reconciliation, account maintenance, account payments and data entry. · Prepare financial statements, financial reports, financial analyses, financial forecasting and bonus and dividend distributions for the CPA to review · Work with external CPA to prepare corporate taxes and strategies · Develop and implement finance, accounting, and auditing procedures and maintain appropriate internal control safeguards. · Interact with other managers to provide consultative support to planning initiatives through financial and management information analyses, reports, and recommendations. · Ensure records systems are maintained in accordance with generally accepted auditing standards. · Develop and direct the implementation of strategic business and/or operational plans, projects, programs, and systems. · Analyze cash flow, cost controls, and expenses to guide company expenditures. ·Optimizing capital returns and minimizing costs ·Keeping the third party financing companies and other stakeholders informed · Develop, evaluate and implement Risk Management Plan. Analyze financial statements to pinpoint potential weak areas. ·Maintaining and reviewing internal controls ·Overseeing the financial team · Evaluate, develop and implement comprehensive compensation and benefits plans that are competitive and cost-effective. · Oversee and provide analysis of employee benefits and retirement plans. Experience/Education Required: · Bachelor's Degree in Accounting, Business, Finance or related field required · Master's degree in Business or CPA designation preferred · Thorough understanding of generally accepted accounting principles (GAAP). · Thorough understanding of generally accepted auditing standards. · Prior experience as a CFO or Financial Director preferred · Strong proficiency using Sage Intacct Software is required *Procure *Quickbooks Schedule: 8AM-5PM Monday - Friday - Report to home office located in Fort Myers, Florida; this is not a remote position. Supplemental pay types: Bonus pay Education: Bachelor's (Required) Experience: Accounting: 5 years (Required) GAAP: 5 years (Required) Microsoft Office: 5 years (Required) Sage 5 years (Required)

Job Description Type: Full-time We're seeking a Controller to own the financial operations of a privately held services and technology organization. This is a highly hands-on leadership role, responsible for day-to-day accounting, financial reporting, and partnering closely with executive leadership to drive growth, profitability, and operational discipline. You'll lead the accounting function, ensure financial accuracy and compliance, and serve as a trusted advisor to the President and executive team. What You'll Do Own day-to-day accounting operations, including G/L, A/P, A/R, payroll, and financial close. Prepare and deliver accurate monthly, quarterly, and annual financial statements. Manage cash flow, budgeting, forecasting, and financial risk mitigation. Lead and mentor accounting staff through hands-on, in-office leadership. Partner with external CPAs and consultants on audits, tax filings, and GAAP compliance. Oversee invoicing, collections, and contract billing while actively managing A/R cycles. Collaborate with project and department leaders on job costing, margins, and profitability. Support expansion into new states through regulatory research and entity registrations. Manage insurance policies, employee benefits, and related compliance requirements. Build and improve financial systems, controls, policies, and reporting processes. Provide financial analysis, dashboards, and insights to support executive decision-making. What You'll Bring Bachelor's degree in Accounting or Finance (CPA or CMA strongly preferred). 5+ years of progressive financial leadership experience in a services-based organization. Deep knowledge of GAAP, financial reporting, budgeting, forecasting, and cash flow management. Hands-on experience with QuickBooks and advanced Excel proficiency. Proven ability to lead, mentor, and develop accounting teams in person. Strong business acumen and the ability to partner cross-functionally with executives. Detail-oriented, highly organized, and comfortable operating in a fast-paced environment. Why You'll Love Working Here High-visibility role with direct access to executive leadership. Opportunity to shape financial strategy and operational best practices. Hands-on ownership with real impact on company growth and profitability. Competitive salary and comprehensive benefits package, including medical, dental, vision, 401(k), and generous PTO. Stable, full-time, on-site role with a collaborative leadership team.

FYIsoft offers Cloud Financial Reporting Software. FYISoft is looking for a Financial Analyst for their financial reporting solution. FYIsoft's reporting software deploys in the cloud and supports multiple GLs including Acumatica, Flexi, Microsoft (All ERPs including Business Central & F&O) Sage Intacct & NetSuite and many others. This position provides opportunities to move into other positions within the Company including: Presales - Product Representative Consulting - Implementation Consultant, implementation of our FP&A solutions Business Analyst-design product specifications for development Product Marketing-research and analysis of competition Responsibilities Financial analysis Board presentations Budgeting and planning Sales support with heavy emphasis on leveraging accounting systems and other software products. Requirements/Qualifications BA degree in Finance or Accounting, MBA preferred Proficient in accounting and financial software Minimum of 5 years of experience in financial reporting and analysis Exceptional presentation skills Excellent communication skills - written and verbal Previous software experience desired Proven ability to set goals and meet deadlines Exceptional self-management and organizational skills Ability to work efficiently under pressure Ability to create, build and deliver customized presentation content and interact with C level executives FYIsoft provides an entrepreneurial environment with excellent benefits including paid holidays and paid time off, a 401(k) Plan with company participation, health and dental insurance, life and disability insurance, and a vision discount plan. Only candidates under consideration will be contacted. Any offer of employment will be contingent upon positive background check. $80K - $100K/year commensurate with experience No phone calls, please. Principals Only. Drug-free workplace. M/F/V/H EEO

JOB ID 22124 - Financial Advisor East Manatee Cape Coral, FL, 33990 Pay: $60,000 yearly Earning potential: Year 1 | $60,000 - $90,000 Year 3 | $107,000 - $135,000 Year 5 |$150,000 - $260,000 Year 10 | $300,000+ Type: Direct hire Career outlook: Benefits include 401k with match up to 8%, tuition reimbursement, FSA, parental leave, PTO wellness days, access to 4000+ gyms, room to grow into Senior level roles Summary: This role will be growing new business and seeking out new leads, in addition to managing a branch book of business based on membership and deposits in designated area. Job description: Deliver Comprehensive Wealth Solutions: Provide personalized investment, insurance, and financial planning services to individual, family, and business clients, aligning with their unique financial goals. Drive Business Development & Client Acquisition: Cultivate new member relationships and expand existing ones through proactive networking, referrals, and partnership with credit union branch teams. Manage and Grow Book of Business: Maintain and grow a portfolio of advisory, brokerage, and insurance clients while ensuring high-quality service and holistic financial solutions. Collaborate with Internal Partners: Work closely with branch managers, staff, and internal business units to coach, educate, and drive referrals that support overall member financial wellness. Ensure Compliance & Stay Informed: Adhere to regulatory and broker-dealer compliance standards while maintaining up-to-date knowledge of financial markets, products, and planning strategies. What does success look like? Proven Financial Planning Expertise: Demonstrated success in holistic, goals-based financial planning and investment management, incorporating retirement, tax, insurance, estate, education, and asset allocation strategies. High-Performance Sales & Advisory Track Record: Demonstrated rolling two-year average of $350K annual gross dealer concessions (GDC) with 40% advisory; targeted annual production of $500K+, supported by strong consultative sales, closing, and relationship-building skills. Strategic, Analytical, and Compliance-Focused: Adept at simplifying complex financial concepts, managing multiple priorities, and resolving challenges, with strong regulatory knowledge and commitment to confidentiality, accuracy, and professionalism. Nice to have: Credit union CFP, ChFC, CRPC, etc. Florida Health and Life with Variable Annuity insurance 2-15 Requirements: Bachelor's degree in finance, business, economics, or related field Must have recent previous experience as a financial advisor Must have FINRA Series 7 and 66 --OR-- 63 and 65 Florida Health and Life with Variable Annuity insurance 2-15 strongly preferred or to be shortly obtained Culture fit: Community impact-based organization - An organization whose mission, operations, and services are designed to create meaningful, measurable improvements in the communities it serves. Light local travel between branches High school diploma or equivalent Broker Check at FINRA required Background check required - Level II fingerprinting Drug screening required

Leading home services business targeted at HVAC, plumbing and electrical services. In this fragmented industry dominated by smaller businesses, the Company strategy is to execute significant organic growth initiatives. This Company strategy necessitates an A+ accounting team. Controller & Accounting Team Lead Mission of the Role: The Best Home Services team is looking for a Controller & Accounting Team Lead. This individual will be a critical leader and manager, participating in building a highly scalable, best-in-class accounting organization as a key partner with the senior leadership team at the Company. He/she will help drive the ethos for how the financial and accounting operations and organization runs. The Controller & Accounting Team Lead must have superior organization and communication skills, while maintaining strong attention to detail in a fast-paced environment. This individual will help manage all accounting functions, such as accounts payable, accounts receivable, inventory, fixed assets, payroll, month end close and also have ownership of the implementation of groupwide and GAAP accounting policies. This position will also lead the year-end audit process for the Company. This opportunity offers high visibility in a rapidly growing company and the successful candidate must show great initiative and work with limited supervision. Job Description Responsibilities: · Oversee and manage all aspects of the accounting team · Ensure financial reporting is highly automated, 98% accurate in accordance with GAAP, and audit ready · Ensure cash is managed appropriately with the proper internal controls · Implement and oversee robust monthly, quarterly, and year-end close processes · Ensure there are proper reconciliations and analyzes of general ledger accounts · Oversee monthly consolidation schedules, journal entries, and reconciliations · Lead the integration of acquisitions into our accounting and financial systems · Implement, document, and monitor internal controls · Coordinate with the external auditors to ensure successful engagement; provide all requested schedules, information and support as needed to support audit and tax preparation · Assist as needed with comprehensive annual budget planning · Support team with key strategic and process improvement initiatives · Prepare presentations as necessary summarizing key findings of analyses and projects · Lead a broad range of ad-hoc projects focused on improving reporting quality · Contribute to team culture and effort by accomplishing related results as needed Qualifications Qualifications & Experience: · 5+ years of prior accounting experience, public accounting strongly preferred · Bachelor's degree in accounting, master's degree a plus · Active CPA license required; strong understanding of U.S. GAAP accounting required · Strong accounting experience and demonstrated ability to lead / drive processes · Experience leading, organizing and developing a team · Experience with Sage Intacct and accounting ERP implementations a plus · Strong ability to communicate accounting and financial information into common language · Experience preparing financial statements, footnote support, etc. · Extreme formatting, organization and priority setting skills · Excellent interpersonal skills, attention to detail and leadership ability · Interest in joining a well-capitalized entrepreneurial team · Positive attitude, team player · Highly motivated, comfortable working independently · High energy, ownership of work product and dedication to driving results Additional Information Personal Characteristics: · Self-aware, accepting, honest, open, and tolerant of others · Analytical - finds meaning and action in numbers, and is data-driven · Excellent communicator - written and oral · Resourceful - figures out how to achieve results creatively with finite resources · Thrives in a nimble, lean, fast-paced entrepreneurial environment · Works collaboratively and energetically · Impeccable integrity and ethical standards · Ability to create and execute on processes for professionalizing family-owned businesses using best practices · An undying commitment to personal growth and development

This is an excellent opportunity for a finance and/or data analytics professional to partner and help drive overall results in our Consolidation FP&A and Fintech team. The Consolidation FP&A and Fintech team is responsible for consolidating Hertz financial results and partnering with Hertz leaders on financial related aspects of the business. In this fast-paced team, the Senior Financial Analyst position will work closely with IT to maintain our financial systems and build new financial reporting in our financial IT systems. The Senior Financial Analyst will conduct variance analysis, monthly actuals reporting, budgeting and forecasting, project review and audit, along with ad hoc analysis and reconciliations. Actuals reporting and budgeting is reviewed with senior leadership to provide guidance on opportunities, risks, and support key business decisions. **What You'll Do:** + This position will perform a key role in providing financial business analysis, decision support and thought leadership + Support monthly reporting, forecasting and budgeting processes for short term and long-term business planning + Build new reports in our financial system: Oracle EPBCS + Maintain and audit our financial systems for SOX and audit compliance + Provide timely and accurate analysis of Business Performance: Revenue, operating expense and EBITDA impact, understanding of variances to prior forecast, annual operating plan and prior year performance + This includes developing financial forecasts and analysis, generating internal management reports, monitoring key performance indicators and driving the scaling and automation of financial processes + Ad-hoc analysis support for senior management **What We're Looking For:** + A bachelor's degree in finance, data analytics, mathematics, statistics, or accounting + 3+ years of FP&A, Finance or Data Science experience in analytical/reporting role preferred + Moderate / Expert proficiency in Excel, PowerPoint, Access, Power BI + Oracle Hyperion/EPBCS experience a strong plus + Ability to collaborate with internal and external stakeholders across multiple functions and locations + Flexible and adaptable; ability to work effectively in ambiguous situations + Excellent verbal and written communication skills + Results driven, ability to make decisions and help overcome business challenges **What You'll Get:** + 40% off any standard Hertz Rental + Paid Time Off + Medical, Dental & Vision plan options + Retirement programs, including 401(k) employer matching + Paid Parental Leave & Adoption Assistance + Employee Assistance Program for employees & family + Educational Reimbursement & Discounts + Voluntary Insurance Programs - Pet, Legal/Identity Theft, Critical Illness + Perks & Discounts -Theme Park Tickets, Gym Discounts & more The Hertz Corporation operates the Hertz, Dollar Car Rental, Thrifty Car Rental brands in approximately 9,700 corporate and franchisee locations throughout North America, Europe, The Caribbean, Latin America, Africa, the Middle East, Asia, Australia and New Zealand. The Hertz Corporation is one of the largest worldwide airport general use vehicle rental companies, and the Hertz brand is one of the most recognized in the world. **US EEO STATEMENT** At Hertz, we champion and celebrate a culture of diversity and inclusion. We take affirmative steps to promote employment and advancement opportunities. The endless variety of perspectives, experiences, skills and talents that our employees invest in their work every day represent a significant part of our culture - and our success and reputation as a company. Individuals are encouraged to apply for positions because of the characteristics that make them unique. EOE, including disability/veteran

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.

Job DescriptionDescription: The Financial Analyst will play a critical role in supporting business operations through financial reporting, data analysis, and coordination with internal teams and external partners. This role requires strong analytical skills, attention to detail, and the ability to manage multiple projects across accounting, reporting, and partner support. The Financial Analyst will collaborate closely with the Accounting, Business Development, and Leadership teams to ensure accurate reporting, streamlined processes, and actionable financial insights. Key Responsibilities Financial Reporting & Analysis Prepare, refresh, and publish financial reports, including weekly revenue summaries and monthly reporting packages for senior leadership. Develop and maintain Power BI dashboards and financial models, ensuring data accuracy and consistency across systems (PBI, NetSuite, Microsoft Access, Excel). Create and update financial slides in PowerPoint presentations for senior leadership, integrating data from multiple sources for executive and partner review. Perform variance analysis, trend identification, and scenario modeling to support business decision-making. Training Partner Accounting Support Assist in processing Training Partner (TP) quotes, imports, and purchase orders in NetSuite and related systems. Maintain and update the tracking of quotes, POs, credit memos, and special pricing arrangements, ensuring accuracy and compliance with internal policies. Support credit management activities, including monitoring credit stop status and communicating with partners and the Australia business team. Assist in responding to accounting- and pricing-related partner inquiries, ensuring timely and accurate resolutions. Business Partner Support Prepare and distribute quarterly and monthly reports for strategic partners. Manage partner-related financial tracking, including student survey data, incentive tracking, and discount programs. Cross-Functional Collaboration Work with Business Development and regional teams to ensure alignment of financial reporting, pricing, and credit policies. Support leadership with ad hoc analysis, financial models, and reporting packages to guide strategy and performance monitoring. Serve as a key contact for financial data integrity and process improvement initiatives. Requirements: Qualifications Bachelor's degree in Finance, Accounting, Economics, or related field. 2-5 years of experience in financial analysis, accounting support, or reporting roles. Strong technical skills with Excel, Power BI, and financial systems (NetSuite, SAP/Ariba preferred). Familiarity with financial reporting processes, credit management, and incentive programs. Excellent communication skills with ability to summarize complex data for diverse audiences. Strong organizational skills with the ability to manage multiple priorities and deadlines. MUST have current authorization to work in the U.S. and must not require visa sponsorship now or in the future. Key Competencies Analytical Thinking - Ability to interpret data, identify trends, and make recommendations. Attention to Detail - Ensures accuracy in financial reporting and transaction support. Collaboration - Works effectively across functions and with external partners. Problem Solving - Anticipates challenges and develops creative, compliant solutions. Adaptability - Thrives in a dynamic, multi-tasking environment.

e2Companies is the creator of the industry's first Virtual Utility and a leading provider of integrated solutions for power generation and distribution of reliable, conditioned power. We are committed to delivering energy resiliency, reliability, and regulatory compliance for our customers to unlock savings and revenue opportunities. We provide the most complete business model for data center, manufacturing, commercial, and industrial customers. e2Companies was recently awarded the 2025 Tech Catalyst of the Year for Southwest Florida, highlighting the innovative Virtual Utility technology, which allows businesses to monitor and manage their own on-site power solution. e2 was also recently named one of the best places to work in Southwest Florida by the Best Companies Group. We are a fast-growing company that thrives on solving challenges in the energy space. We believe in a healthy work-life balance and focus on giving back to our communities with our e2 for Good program. JOB PURPOSE e2Companies is seeking an experienced Senior Financial Analyst to join our Finance team. This role is a key contributor to financial planning and analysis, management reporting, and strategic decision support. The Senior Financial Analyst will lead the budgeting and forecasting processes, develop and maintain financial models, and provide clear, decision ready insights to senior leadership through analysis of historical performance and future trends. The ideal candidate is comfortable with ambiguity, demonstrates strong attention to detail, and can prioritize effectively to meet deadlines in a fast paced environment. This role will also support customer facing financial analysis by developing project specific financial models that help customers evaluate solutions, investment returns, and project feasibility. This position is based on site at the Bonita Springs, FL headquarters. RESPONSIBILITIES Develop customer specific financial models to evaluate project economics, ROI, and investment scenarios Support customer discussions by translating financial analysis into clear, decision ready insights related to project scope and needs Partner with commercial and project teams to align customer financial requirements with proposed solutions Lead annual budgeting and reforecasting processes across departments and operating sites Partner with department leaders to gather inputs and align financial plans with business objectives Analyze actual results versus budget and forecast to identify trends, risks, and opportunities Deliver actionable insights to management through financial analysis and forward looking projections Develop and maintain financial models supporting strategic initiatives, capital investments, and risk assessments Define and support key performance indicators and reporting frameworks that drive efficiency and profitability Prepare competitive analysis, market intelligence, and benchmarking assessments Design and maintain executive dashboards and financial reporting packages Work closely with the Accounting team to extract and validate historical financial data from Sage Intacct Prepare ad hoc financial analyses and management reports as requested Identify and implement process improvements to enhance reporting accuracy and efficiency Ensure compliance with all company policies, procedures, and internal controls Perform additional duties as assigned by management BASIC QUALIFICATIONS (MUST HAVE) Bachelor's degree in Finance, Accounting, Economics, or a related field 5+ years of progressive experience in financial planning and analysis, corporate finance, or financial modeling Strong working knowledge of US GAAP and financial statement analysis Advanced proficiency in Microsoft Excel, Power BI, and PowerPoint Demonstrated expertise in financial modeling, forecasting, and variance analysis Experience extracting and analyzing data from ERP systems, preferably Sage Intacct Ability to communicate complex financial information clearly to non financial stakeholders Proven ability to manage multiple priorities in a fast paced environment with accountability PREFERRED QUALIFICATIONS (NICE TO HAVE) CFA, CPA, or similar professional certification Experience in private equity, investment banking, or transaction support Experience supporting multiple business units or operating entities Experience in the energy, utilities, or infrastructure industries HERE'S WHAT YOU GET: Competitive Pay reflective of your skills and experience Medical, Dental, Vision, Life, and 401K benefits 5 PTO days (increased with tenure) / 5 sick days 8 Federal Holidays (paid) for work-life balance Childcare assistance (Up to $300 per month) “Work Hard, Play Hard” culture with team events and e2 for Good initiatives Ready to shape the future of green energy? Join our innovative team today! Not the right fit or the right time? Join our Talent Community to be considered and notified of for future opportunities! e2Companies, LLC is an equal opportunity employer. All qualified applicants are encouraged to apply!

Financial Advisor Firm: Evolution Retirement Services At Evolution Retirement Services in Fort Myers, FL, we're looking for a passionate, driven, and customer-centric professional to become our next Financial Advisor! At Evolution Retirement Services, we envision a future where financial management transcends traditional boundaries, becoming an integral part of our clients' family journeys. We are not just financial advisors-we strive to be an extension of each family, crafting a financial blueprint for life that evolves alongside them. If you thrive on building meaningful relationships, enjoy working side-by-side with clients, and love the challenge of consistently exceeding expectations, we want to connect with you! What you'll do: Develop personalized financial plans incorporating estate planning, tax strategies, and investment management tailored to client needs Proactively network and leverage referrals to expand client base Conduct thorough financial analysis using advanced financial software and research tools Manage client portfolios, ensuring alignment with their long-term wealth management objectives Advise clients on cash management, asset allocation, and risk mitigation strategies Maintain up-to-date knowledge of wills, trusts, estate law, and relevant regulatory changes Build and nurture strong client relationships through effective customer relationship management techniques Assist clients with banking services, including cash flow analysis and account management Support sales efforts by presenting financial products and services that meet client needs Collaborate with legal professionals on estate planning documents such as wills and trust Stay informed about market trends and conduct research to inform strategic planning decisions Maintain and update client information using the firm's CRM system - Wealthbox What We're Looking For: CFP or CFA are a plus! 3+ years' experience in the financial industry Proven experience or strong knowledge in estate planning, tax law, or related legal area Strong understanding of financial concepts including portfolio management, cash flow analysis, and asset allocation Excellent math skills with the ability to interpret complex financial data Experience in customer relationship management within a financial services environment Working knowledge of banking operations and asset management practices Ability to communicate complex financial information clearly to clients and team members Bonus Points: Proficiency with financial analysis tools and software; experience with technical accounting or public accounting is a plus Background in financial sales, investment management, or wealth management preferred What You'll Get: Pay & Perks: $50,000 - $70,000/year based on experience 401(k) Health insurance Paid time off Annual firm paid trip if the firm's goals are met Schedule: In office: Monday - Friday, 9am - 5pm Some evenings required for client events Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process. Learn more about our approach and services at advisortalentsolutions.com

Compensation: $60,000 base salary plus commission Income Growth Opportunity: * Year 1 | $60,000 - $90,000 * Year 3 | $107,000 - $135,000 * Year 5 |$150,000 - $260,000 * Year 10 | $300,000+ Position Type: Full Time Region: Del Prado, Cape Coral The Financial Advisor works within an assigned region of credit union branches to acquire new member clients and retain and grow assets. This individual delivers comprehensive wealth management solutions for individuals, families, and business owners. Key responsibilities include executing financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to member clients. Additionally, this role establishes a strong partnership with retail branch managers and internal and external referral sources to acquire new member clients. An ideal incumbent is highly motivated, and a proven self-starter with the ability to think strategically and work autonomously. Responsibilities * Provide consultation on investment and insurance strategies, including the development of financial plans for member clients * Grow and retain an advisory, brokerage, and insurance book of business * Own the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships * Acquire, expand, and maintain member client relationships through business development and networking * Grow member client loyalty and share of wallet through an exceptional member client experience supporting the credit union's core values * Apply product and procedural knowledge to solve member client problems appropriately and efficiently * Manage pipeline and activities to ensure appropriate number of opportunities are moving through sales cycle to meet growth and revenue goals * Develop and implement wealth management strategies for member clients and determine the best products to support these strategies * Present sound financial recommendations and guidance to member clients * Establish and implement financial plans based on members' financial needs and objectives, while monitoring financial plans and recommending changes * Coach and educate branch staff and internal business partners to identify opportunities * Drive financial education and visibility among branch staff * Partner with branch managers to lead the branch team on action steps to achieve investment results * Communicate with internal and external centers of influence, including regional retail leaders to build strong relationships that drive referral activity * Meet with the branch manager and other internal business partners to communicate and review business results and pipeline management. * Meet service level agreements for lead and referral follow up * Create and execute business plan to grow recurring revenue base * Develop, monitor, and manage portfolios and third-party asset managers * Act as a culture champion, aligned with Suncoast's mission and values * Assess and effectively manage the risks associated with business practices and activities to ensure adherence to credit union and broker dealer's compliance framework * Obtain broker dealer approval on all advertising and communications with the public * Maintain current knowledge of changing economic, regulatory, financial planning, investment trends, products, and general markets * Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise * Attend educational events to increase professional knowledge * Complete annual compliance and info security training to understand employees' role in maintaining effective compliance and security programs Qualifications * • Bachelor's degree in business, finance, economics, or related field * Professional industry designation preferred (e.g. CFP, ChFC, CRPC, etc.) * Minimum of 5 years of financial planning, investment advisory, or wealth management experience * FINRA Series 7 and Series 66 (or 63 and 65), and Florida Health and Life with Variable Annuity insurance 2-15 required * FINRA Record (U4) with no unacceptable entries * Demonstrated rolling two-year average of $350K annual gross dealer concessions (GDC) with 40% advisory, targeted annual production of $500K+ * Excellent knowledge of financial and goals-based planning and investment management * Ability to view holistically and incorporate various planning disciplines (retirement, tax, legacy, insurance, education, asset allocation, etc.) * Consultative influence skills with strong active listening and discovery abilities * Strong presentation, sales, and closing skills * Ability to translate and communicate complex concepts and strategies to varied audiences * Ability to digest and distill large amounts of information into summary form * Ability to represent the credit union in a professional manner * Ability to maintain a high level of confidentiality and discretion of all member client information * Ability to prioritize tasks by effectively managing competing and changing priorities to meet deadlines * Accurate, detail-oriented, and organized with task management * Ability to analyze and resolve difficult and often complex problems or situations * Strong written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators * Strong knowledge and understanding of credit union products, services, policies, and procedures * Strong knowledge and understanding of regulatory compliance * Strong knowledge and understanding of credit union computer systems and software applications required to perform job duties Skills * Customer Service * Networking * Sales Benefits * Financial Well-Being: 401K Matching up to 8%, Retirement Planning, Employee Loan Discounts, and Flex Spending Accounts * Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage * Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO * Community Involvement: Paid Volunteer Hours * Growth: Degree Assistance up to $5,000 per year For more information, including additional benefits, please visit our benefits website at ************************************************ Responsibilities * Provide consultation on investment and insurance strategies, including the development of financial plans for member clients * Grow and retain an advisory, brokerage, and insurance book of business * Own the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships * Acquire, expand, and maintain member client relationships through business development and networking * Grow member client loyalty and share of wallet through an exceptional member client experience supporting the credit union's core values * Apply product and procedural knowledge to solve member client problems appropriately and efficiently * Manage pipeline and activities to ensure appropriate number of opportunities are moving through sales cycle to meet growth and revenue goals * Develop and implement wealth management strategies for member clients and determine the best products to support these strategies * Present sound financial recommendations and guidance to member clients * Establish and implement financial plans based on members' financial needs and objectives, while monitoring financial plans and recommending changes * Coach and educate branch staff and internal business partners to identify opportunities * Drive financial education and visibility among branch staff * Partner with branch managers to lead the branch team on action steps to achieve investment results * Communicate with internal and external centers of influence, including regional retail leaders to build strong relationships that drive referral activity * Meet with the branch manager and other internal business partners to communicate and review business results and pipeline management. * Meet service level agreements for lead and referral follow up * Create and execute business plan to grow recurring revenue base * Develop, monitor, and manage portfolios and third-party asset managers * Act as a culture champion, aligned with Suncoast's mission and values * Assess and effectively manage the risks associated with business practices and activities to ensure adherence to credit union and broker dealer's compliance framework * Obtain broker dealer approval on all advertising and communications with the public * Maintain current knowledge of changing economic, regulatory, financial planning, investment trends, products, and general markets * Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise * Attend educational events to increase professional knowledge * Complete annual compliance and info security training to understand employees' role in maintaining effective compliance and security programs Qualifications * • Bachelor's degree in business, finance, economics, or related field * Professional industry designation preferred (e.g. CFP, ChFC, CRPC, etc.) * Minimum of 5 years of financial planning, investment advisory, or wealth management experience * FINRA Series 7 and Series 66 (or 63 and 65), and Florida Health and Life with Variable Annuity insurance 2-15 required * FINRA Record (U4) with no unacceptable entries * Demonstrated rolling two-year average of $350K annual gross dealer concessions (GDC) with 40% advisory, targeted annual production of $500K+ * Excellent knowledge of financial and goals-based planning and investment management * Ability to view holistically and incorporate various planning disciplines (retirement, tax, legacy, insurance, education, asset allocation, etc.) * Consultative influence skills with strong active listening and discovery abilities * Strong presentation, sales, and closing skills * Ability to translate and communicate complex concepts and strategies to varied audiences * Ability to digest and distill large amounts of information into summary form * Ability to represent the credit union in a professional manner * Ability to maintain a high level of confidentiality and discretion of all member client information * Ability to prioritize tasks by effectively managing competing and changing priorities to meet deadlines * Accurate, detail-oriented, and organized with task management * Ability to analyze and resolve difficult and often complex problems or situations * Strong written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators * Strong knowledge and understanding of credit union products, services, policies, and procedures * Strong knowledge and understanding of regulatory compliance * Strong knowledge and understanding of credit union computer systems and software applications required to perform job duties Skills * Customer Service * Networking * Sales Benefits * Financial Well-Being: 401K Matching up to 8%, Retirement Planning, Employee Loan Discounts, and Flex Spending Accounts * Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage * Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO * Community Involvement: Paid Volunteer Hours * Growth: Degree Assistance up to $5,000 per year For more information, including additional benefits, please visit our benefits website at ************************************************

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: * Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and engages potential new clients through referrals or financial center clientele * Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. * Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. * Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Sets and accomplishes goals, achieving whatever you put your mind to. * Builds and nurtures strong relationships. * Collaborates effectively with others to get things done. * Communicates effectively and confidently and is comfortable engaging all clients. * Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. * Likes to learn, adapts to new information and seeks the right solutions for clients. * Efficiently manages your time and capacity. * Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: * Strong computer skills with an ability to multitask in a demanding environment. * At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40

The Sr. Analyst - Corporate FP&A plays a critical role in executing analytical and coordination workstreams for Hertz's Corporate FP&A consolidations team. This team is in the center of the action at Hertz, leading monthly reporting, monthly forecasting and annual budgeting cycles. In addition, the consolidations team produces key deliverables including the CFO's close and forecast packages, the CEO's monthly performance package, the CFO's quarterly board presentations, and the annual budget board presentation. The Sr. Analyst will conduct variance analysis, prepare monthly results packages, coordinate and consolidate forecasts, collect risks and opportunities, develop reporting templates, drive system enhancements, and prepare ad hoc analysis. The position requires a sharp analytical mind, attention to detail, resourcefulness, process-orientation, and a strong work ethic. In return, this role provides accelerated exposure to Hertz and finance leadership, exposure to all areas of the company, and the opportunity to work and learn from exceptional finance colleagues in a collaborative environment. **What You'll Do:** + Support Corporate FP&A team in driving the process, preparation, and reporting of the annual global budget, monthly reporting results, and monthly forecast package. + Develop and produce high quality analytics and presentation materials for all Board of Directors meetings and other external financial stakeholders, including financial schedules, visuals, and commentary. + Assist with coordinating global FP&A processes, including developing and distributing templates, providing communications and status updates, supporting the team calendar, and consolidating financial submissions and outcomes. + Prepare accurate and timely analyses to explain global operating results, including variance analysis, bridges, and financial schedules showing financial and operating statistical results. + Support quarterly earnings process, including validating transcript and earnings script financial metrics, preparing CFO earnings support binder, and staying connected with Investor Relations to always present forecast relative to analyst consensus. + Proactively review work output and continuously improve reporting and analysis, to help communicate deeper insight. + Assist with collecting and tracking risk and opportunities to help management understand the range of possible outcomes. + Review inputs from division finance for timeliness and reasonableness and look for opportunities to challenge input, not just blindly consolidating. + Drive automation, system enhancements, and other process improvements to boost efficiency and free up bandwidth to focus on even more impactful work. + Develop and maintain strong business relationships across the broader FP&A, accounting, Investor Relations, and tax teams. + Drive day-to-day work with a sense of urgency, accuracy, and resiliency, helping Corporate FP&A continue setting the standard, pace, and collaborative culture for the global FP&A team. **What We're Looking For:** + Bachelor's degree in finance, mathematics, business/economics, accounting, engineering or another highly analytical discipline. + 2+ years of corporate, operational, or division FP&A experience, having served in a key individual contributor role in the monthly FP&A reporting cycle + On the way to mastery of Excel and clean display of financial schedules + Hands-on SME experience and depth in corporate financial system data, Oracle Hyperion/EPBCS experience a strong plus + Robust set of personal characteristics required to excel in Corporate FP&A + Strong analytical skills, sharp with numbers, business acumen + Sense of urgency + Strong attention to detail and comfortable with expectations to do that with speed + Excellent verbal and written communication skills + Curiosity and drive for process and analytics improvements + Flexible and adaptable; ability to work effectively in ambiguous situations + Strong ownership and desire to see work through to completion + Desire to work in our Atlanta or Estero office, at least 4 days a week **What You'll Get:** + 40% off any standard Hertz Rental + Paid Time Off + Medical, Dental & Vision plan options + Retirement programs, including 401(k) employer matching + Paid Parental Leave & Adoption Assistance + Employee Assistance Program for employees & family + Educational Reimbursement & Discounts + Voluntary Insurance Programs - Pet, Legal/Identity Theft, Critical Illness + Perks & Discounts -Theme Park Tickets, Gym Discounts & more The Hertz Corporation operates the Hertz, Dollar Car Rental, Thrifty Car Rental brands in approximately 9,700 corporate and franchisee locations throughout North America, Europe, The Caribbean, Latin America, Africa, the Middle East, Asia, Australia and New Zealand. The Hertz Corporation is one of the largest worldwide airport general use vehicle rental companies, and the Hertz brand is one of the most recognized in the world. **US EEO STATEMENT** At Hertz, we champion and celebrate a culture of diversity and inclusion. We take affirmative steps to promote employment and advancement opportunities. The endless variety of perspectives, experiences, skills and talents that our employees invest in their work every day represent a significant part of our culture - and our success and reputation as a company. Individuals are encouraged to apply for positions because of the characteristics that make them unique. EOE, including disability/veteran

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.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: * Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and engages potential new clients through referrals or financial center clientele * Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. * Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. * Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Sets and accomplishes goals, achieving whatever you put your mind to. * Builds and nurtures strong relationships. * Collaborates effectively with others to get things done. * Communicates effectively and confidently and is comfortable engaging all clients. * Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. * Likes to learn, adapts to new information and seeks the right solutions for clients. * Efficiently manages your time and capacity. * Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: * Strong computer skills with an ability to multitask in a demanding environment. * At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40

Compensation: $60,000 base salary plus commission Income Growth Opportunity: * Year 1 | $60,000 - $90,000 * Year 3 | $107,000 - $135,000 * Year 5 |$150,000 - $260,000 * Year 10 | $300,000+ Position Type: Full Time Region: South Venice, North Port, Bee Ridge, Fruitville The Financial Advisor works within an assigned region of credit union branches to acquire new member clients and retain and grow assets. This individual delivers comprehensive wealth management solutions for individuals, families, and business owners. Key responsibilities include executing financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to member clients. Additionally, this role establishes a strong partnership with retail branch managers and internal and external referral sources to acquire new member clients. An ideal incumbent is highly motivated, and a proven self-starter with the ability to think strategically and work autonomously. Responsibilities * Provide consultation on investment and insurance strategies, including the development of financial plans for member clients * Grow and retain an advisory, brokerage, and insurance book of business * Own the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships * Acquire, expand, and maintain member client relationships through business development and networking * Grow member client loyalty and share of wallet through an exceptional member client experience supporting the credit union's core values * Apply product and procedural knowledge to solve member client problems appropriately and efficiently * Manage pipeline and activities to ensure appropriate number of opportunities are moving through sales cycle to meet growth and revenue goals * Develop and implement wealth management strategies for member clients and determine the best products to support these strategies * Present sound financial recommendations and guidance to member clients * Establish and implement financial plans based on members' financial needs and objectives, while monitoring financial plans and recommending changes * Coach and educate branch staff and internal business partners to identify opportunities * Drive financial education and visibility among branch staff * Partner with branch managers to lead the branch team on action steps to achieve investment results * Communicate with internal and external centers of influence, including regional retail leaders to build strong relationships that drive referral activity * Meet with the branch manager and other internal business partners to communicate and review business results and pipeline management. * Meet service level agreements for lead and referral follow up * Create and execute business plan to grow recurring revenue base * Develop, monitor, and manage portfolios and third-party asset managers * Act as a culture champion, aligned with Suncoast's mission and values * Assess and effectively manage the risks associated with business practices and activities to ensure adherence to credit union and broker dealer's compliance framework * Obtain broker dealer approval on all advertising and communications with the public * Maintain current knowledge of changing economic, regulatory, financial planning, investment trends, products, and general markets * Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise * Attend educational events to increase professional knowledge * Complete annual compliance and info security training to understand employees' role in maintaining effective compliance and security programs Qualifications * • Bachelor's degree in business, finance, economics, or related field * Professional industry designation preferred (e.g. CFP, ChFC, CRPC, etc.) * Minimum of 5 years of financial planning, investment advisory, or wealth management experience * FINRA Series 7 and Series 66 (or 63 and 65), and Florida Health and Life with Variable Annuity insurance 2-15 required * FINRA Record (U4) with no unacceptable entries * Demonstrated rolling two-year average of $350K annual gross dealer concessions (GDC) with 40% advisory, targeted annual production of $500K+ * Excellent knowledge of financial and goals-based planning and investment management * Ability to view holistically and incorporate various planning disciplines (retirement, tax, legacy, insurance, education, asset allocation, etc.) * Consultative influence skills with strong active listening and discovery abilities * Strong presentation, sales, and closing skills * Ability to translate and communicate complex concepts and strategies to varied audiences * Ability to digest and distill large amounts of information into summary form * Ability to represent the credit union in a professional manner * Ability to maintain a high level of confidentiality and discretion of all member client information * Ability to prioritize tasks by effectively managing competing and changing priorities to meet deadlines * Accurate, detail-oriented, and organized with task management * Ability to analyze and resolve difficult and often complex problems or situations * Strong written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators * Strong knowledge and understanding of credit union products, services, policies, and procedures * Strong knowledge and understanding of regulatory compliance * Strong knowledge and understanding of credit union computer systems and software applications required to perform job duties Skills * Customer Service * Networking * Sales Benefits * Financial Well-Being: 401K Matching up to 8%, Retirement Planning, Employee Loan Discounts, and Flex Spending Accounts * Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage * Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO * Community Involvement: Paid Volunteer Hours * Growth: Degree Assistance up to $5,000 per year For more information, including additional benefits, please visit our benefits website at ************************************************ Responsibilities * Provide consultation on investment and insurance strategies, including the development of financial plans for member clients * Grow and retain an advisory, brokerage, and insurance book of business * Own the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships * Acquire, expand, and maintain member client relationships through business development and networking * Grow member client loyalty and share of wallet through an exceptional member client experience supporting the credit union's core values * Apply product and procedural knowledge to solve member client problems appropriately and efficiently * Manage pipeline and activities to ensure appropriate number of opportunities are moving through sales cycle to meet growth and revenue goals * Develop and implement wealth management strategies for member clients and determine the best products to support these strategies * Present sound financial recommendations and guidance to member clients * Establish and implement financial plans based on members' financial needs and objectives, while monitoring financial plans and recommending changes * Coach and educate branch staff and internal business partners to identify opportunities * Drive financial education and visibility among branch staff * Partner with branch managers to lead the branch team on action steps to achieve investment results * Communicate with internal and external centers of influence, including regional retail leaders to build strong relationships that drive referral activity * Meet with the branch manager and other internal business partners to communicate and review business results and pipeline management. * Meet service level agreements for lead and referral follow up * Create and execute business plan to grow recurring revenue base * Develop, monitor, and manage portfolios and third-party asset managers * Act as a culture champion, aligned with Suncoast's mission and values * Assess and effectively manage the risks associated with business practices and activities to ensure adherence to credit union and broker dealer's compliance framework * Obtain broker dealer approval on all advertising and communications with the public * Maintain current knowledge of changing economic, regulatory, financial planning, investment trends, products, and general markets * Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise * Attend educational events to increase professional knowledge * Complete annual compliance and info security training to understand employees' role in maintaining effective compliance and security programs Qualifications * • Bachelor's degree in business, finance, economics, or related field * Professional industry designation preferred (e.g. CFP, ChFC, CRPC, etc.) * Minimum of 5 years of financial planning, investment advisory, or wealth management experience * FINRA Series 7 and Series 66 (or 63 and 65), and Florida Health and Life with Variable Annuity insurance 2-15 required * FINRA Record (U4) with no unacceptable entries * Demonstrated rolling two-year average of $350K annual gross dealer concessions (GDC) with 40% advisory, targeted annual production of $500K+ * Excellent knowledge of financial and goals-based planning and investment management * Ability to view holistically and incorporate various planning disciplines (retirement, tax, legacy, insurance, education, asset allocation, etc.) * Consultative influence skills with strong active listening and discovery abilities * Strong presentation, sales, and closing skills * Ability to translate and communicate complex concepts and strategies to varied audiences * Ability to digest and distill large amounts of information into summary form * Ability to represent the credit union in a professional manner * Ability to maintain a high level of confidentiality and discretion of all member client information * Ability to prioritize tasks by effectively managing competing and changing priorities to meet deadlines * Accurate, detail-oriented, and organized with task management * Ability to analyze and resolve difficult and often complex problems or situations * Strong written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators * Strong knowledge and understanding of credit union products, services, policies, and procedures * Strong knowledge and understanding of regulatory compliance * Strong knowledge and understanding of credit union computer systems and software applications required to perform job duties Skills * Customer Service * Networking * Sales Benefits * Financial Well-Being: 401K Matching up to 8%, Retirement Planning, Employee Loan Discounts, and Flex Spending Accounts * Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage * Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO * Community Involvement: Paid Volunteer Hours * Growth: Degree Assistance up to $5,000 per year For more information, including additional benefits, please visit our benefits website at ************************************************

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? 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