Finance analyst jobs in Chattanooga, TN - 72 jobs

What are you looking for in your next opportunity-growth, purpose, ownership, and real impact? At Bankers Life, we're looking for driven individuals who want more than just a job. As an entry level financial advisor on our team, you'll work one-on-one with clients to create personalized financial solutions, while building meaningful relationships and a career you're proud of. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we're a company that invests in your success. Ready to make a difference? Join our Financial Advisor Development Program today. We support you every step of the way: No finance background? No problem-no experience needed - sales, customer service, or people-facing experience is a big plus! First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business. Next, we help you prepare for the Securities Industry Essentials (SIE ) Exam*, which includes coursework, support, and a $2,000 bonus upon completion. Award winning mentorship and training programs that support your move into wealth management and sales leadership. Starting out? Additional incentives that help you get started on top of earned commissions and bonuses. *The SIE is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a required first step for individuals seeking to become Financial Advisors. Additional licensing exams are required to become a Financial Advisor. BL-1771-ADV-1025 Why Join Us? Top-tier training with mentors and resources to help you succeed at every level. Your career, your pace by moving into a leadership role in as little as 12 months. Continuous support with tech tools, marketing leads, and team collaboration. Unlimited income streams include uncapped commissions, renewals, bonuses and more. Live life with exciting awards trips, lasting friendships, and true work-life integration. Bankers Life is part of CNO Financial Group, Inc., (NYSE:CNO). CNO secures the future of middle-income America by providing life and health insurance, annuities, financial services, and workforce benefits solutions through its family of brands, including Colonial Penn, Washington National, and Optavise. Apply and learn more. Note: Applicants must reside in the state of the position and have access to a vehicle to be considered. By applying, you agree to be contacted via phone, email and/or SMS. Bankers Life offers the Financial Representative position through Bankers Life Securities, Inc. Member FINRA/SIPC and the Investment Advisor position through Bankers Life Advisor Services, Inc. SEC Registered Investment Adviser. Securities and variable annuity products and services are offered by Bankers Life Securities, Inc. Member FINRA/SIPC, (dba BL Securities, Inc., AL, GA, IA, IL, MI, NV, PA). Advisory products and services are offered by Bankers Life Advisory Services, Inc. SEC Registered Investment Adviser (dba BL Advisory Services, Inc., AL, GA, IA, MT, NV, PA). Investments are: Not Guaranteed-Involve Risk-May Lose Value.

When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide: + Award-winning culture + Inclusion and diversity as a priority + Performance Based Incentive Plans + Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability + Generous PTO (including paid time to volunteer!) + Up to 9.5% 401(k) employer contribution + Mental health support + Career advancement opportunities + Student loan repayment options + Tuition reimbursement + Flexible work environments **_*All the benefits listed above are subject to the terms of their individual Plans_** **.** And that's just the beginning... With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today! **General Summary:** This role supports the production and management of commercial mortgage loan investments. Responsibilities vary by analyst and can include: (a) reviewing loan submission packages, researching/ analyzing market data, and underwriting mortgage loans; (b) preparing loan applications and (c) reviewing and valuing loans in the portfolio. Special projects and/or reporting functions may be assigned. **Principal Duties and Responsibilities** + Review loan submission packages, research and analyze market data, and underwrite mortgage loans. + Participate in production team meetings. + Prepare loan applications, monitor collection of fees for rate lock, and input data in to mortgage loan database. + Financial analysis of monthly and annual property operating statements and borrower financials. + Special projects as assigned. + Back up for team members. + Assist other investment areas with related real estate issues, as needed. + May perform other duties as assigned. **Job Specifications** + BA or BS in business, finance or related field. + Minimum 1-3 years commercial real estate/property management experience. + Computer skills including Word, Excel; ability to learn new software. + Ability to work independently within a team-oriented environment. + Solid written and verbal communication skills. + Independent analysis/decision making ability. \#LI-AF1 ~IN1 Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide. Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status. The base salary range for applicants for this position is listed below. Unless actual salary is indicated above in the job description, actual pay will be based on skill, geographical location and experience. $52,000.00-$101,000.00 Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans. Company: Unum

The College Internship Program at Yanfeng provides you with real world projects via full-time work through the summer break with hands-on, career-specific experience (from May through the beginning of August). The program connects Yanfeng interns across the US and Canada developing skills through technical training and career coaching. You will be assigned a buddy and a mentor, who will make sure you feel at home and will support your development. Additionally, interns are engaged in networking and educational activities throughout their internship to gain exposure to senior level management and to learn more about Yanfeng, our values, culture and career opportunities. Examples of Internship Opportunities within our Finance function: Operations Finance Intern Qualifications: Current student enrolled in an accredited college/university pursuing a bachelor's degree with a concentration in Finance, Accounting, or similar field. 3.00 GPA or higher Prior internship(s), work experience, and/or extracurricular activities preferred. Highly motivated, positive attitude and goal-oriented US Sponsorship not available for this position Required Competencies: Analytical skills Communication skills Leadership ability Strong initiative Strong interest in automotive manufacturing industry

Salary: $58,910.00 - $71,170.00 Work Hours: Monday - Friday, 8:00 A.M. - 4:30 P.M. (EST) * Hours may vary due to work assignments or projects.* . Department: Finance, Finance Office Incumbents in this classification are responsible for performing proficient professional budgeting and management analysis. Duties include the preparation of the city wide annual budget, an important legal document required by the State of Tennessee and City Charter and multi-year budget forecasting, the monitoring and oversight of department budgets and expenditures as well as compliance with rules and regulations in addition to providing annual budget support and performing research and analysis related to management objectives. This position performs quality control by designing and inspecting an aggregate of activities and documents to ensure the quality of the budget for the City of Chattanooga. This position is also responsible for professional and technical support to assigned departments by performing a variety of administrative analyses. This position performs administrative, budgetary and statistical analysis including but not limited to; coordinating and conducting special studies, developing departmental procedures, methods and systems, implementing and administering projects and budgets. Employees work under limited supervision and use independent professional judgment. SERIES LEVEL: The Management and Budget Analyst 1 is the first level of a three-level management budget series. ESSENTIAL FUNCTIONS: (The following duties ARE NOT intended to serve as a comprehensive list of all duties performed by all employees in this classification, only a representative summary of the primary duties and responsibilities. Incumbent(s) may not be required to perform all duties listed and may be required to perform additional, position-specific duties.) Prepares annual budgets for internal departments which includes developing budget requests and packages; comparing budgets to actual expenditures and overseeing fiscal operations; assisting departments in developing budget forecasts; developing budget policies, calendars, guidelines and instructions. Analyze and Project personnel costs which includes but is not limited to: verifying positions, department vacancies/overfills and compiling necessary reports to ensure proper authorization and compliance for positions specified in the annually prepared budget ordinances. Preparing accounting entries; assisting in the facilitation of budget meetings and the preparation of related materials; preparing presentations for executive staff, the Mayor and the City Council and performing related activities . Review city's annual budget requests from departments and agencies to make recommendations for funding. Prepares annual citywide balanced budget for recommendations to the Mayor and the City Council. Projects revenues and closely tracks the economy at the National, State and Local levels comparing growth in the economy to revenue streams and providing principal economic research and forecasting. Prepares monthly, quarterly and annual expenditure projections based on actual spending data to identify trends and recommend corrective action if necessary and communicates the analysis to the City Finance Officer, City departments and administrators. Provides direction, training, written guidelines and procedures to fiscal coordinators, city wide departmental staff, administrators to facilitate month, quarterly and annual projection data models and reports. Engages forensic accounting practices and methodologies to correctly identify, diagnose and correct financial issues and procedures for both budgetary issues as well as operational and capital expenses, appropriations and revenues. Analyzes departmental budget performance and/or variances; monitors performance in the execution of the budget for internal departments; determines availability of funds for departmental requisitions and payment vouchers, including contracts, preparation of bid specifications, journal vouchers and Council resolutions. Prepares reports to facilitate future funding requirements including the Comprehensive Annual Budget Report (CABR), Annual Comprehensive Financial Report (ACFR), budgetary reports, management reports, ordinances, spreadsheets, fund and project status reports, profit and loss statements and official statements for bond issues. Prepares, evaluates and disseminates the CABR to appropriate internal staff, the City Council, public and applicable external agencies and organizations. Research best practices in order to increase productivity and reduce overall costs for departments' city wide. Monitors and analyzes city-wide position data regularly which includes verifying positions and monitoring vacancies to ensure position authorizations as specified by the budget ordinance; prepares related reports. Assists in facilitating and maintaining HR specific data and personal details in order to assist with resolution and disposition of inconsistencies within personnel numbers and details per departments. Responsible for pre review of proposed personnel /positions changes per guidance from Human Resources. Designs and compiles reporting (ad Hoc) to facilitate analysis of financial and accounting data to department staff and administrators to assist in management decisions and adjustments to financial procedures and processes. Presents written summaries of analysis in monthly meetings with department staff, Mayoral executive members and administrators. Collaborates with the Department of Technology Services to troubleshoot and resolve issues associated with software, processes and systems related to budget and fiscal and fiduciary responsibilities City-wide. Schedules, facilitates and participates in detailed meetings to address software processes and issues related to current financial, reporting and administrative software platforms and programs. Receives and processes requests for budget and actual transfers through reallocation requests. Serves as budget liaison on committees addressing city wide financial, operational, personnel and policy issues. Assists with tasks with post issuance compliance. Must meet regular attendance requirements. Must be able to maintain good interpersonal relationships with staff, co-workers, managers and citizens. Must accomplish the essential functions of the job, with or without reasonable accommodations, in a timely manner. Performs other duties as assigned. DEPARTMENT SPECIFIC DUTIES (if any): MINIMUM QUALIFICATIONS: Bachelor's degree in Accounting, Finance, Business, Public Administration, Economics or Statistics and two (2) years of progressively responsible budget and management analysis work or any combination of equivalent experience and education; or any combination of equivalent experience and education. Preferred experience in the following: Google Suite, Office Suite, Adobe Suite, ERP/Oracle Systems. LICENSING AND CERTIFICATIONS: None required but CMFO or CGFM preferred or the ability to obtain. KNOWLEDGE AND SKILLS: Knowledge of budgeting principles; municipal governmental operations; applicable Federal, State and Local laws, ordinances, codes, rules, regulations, standards, policies and procedures; mathematical concepts; financial reporting requirements; governmental accounting principles and practices and analytical methods. Skill in using a computer and related software applications; preparing a variety of budget and management reports; performing mathematical calculations; analyzing financial data and information; analyzing and evaluating proposed versus actual budget data; preparing budget forecasts; conducting research and communication and interpersonal skills as applied to interaction with coworkers, supervisor, the general public, etc. sufficient to exchange or convey information and to receive work direction. PHYSICAL DEMANDS: Positions in this class typically require reaching, fingering, and grasping, talking, hearing, seeing and repetitive motions. WORK ENVIRONMENT: Sedentary Work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met. SPECIAL REQUIREMENTS: Safety Sensitive: N Department of Transportation - CDL: N Child Sensitive: N SUPPLEMENTAL INFORMATION: This position requires pre-employment screening(s) that include: background check. The City of Chattanooga, Tennessee is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act, the City will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. JES 3.26.25 KJF 260023

Financial Advisor The Financial Advisor delivers financial planning services to client base utilizing resources provided by Raymond James Financial Services. This position serves as a point of contact for existing clients and proactively seeks new client relationships. The Financial Advisor reports to the WBT Wealth Management Manager and provides excellent service and support to team members and customers while demonstrating the Company's values and supporting the mission. JOB DUTIES AND RESPONSIBILITIES: Deliver financial planning services to client base utilizing resources provided by Raymond James Financial Services Proactively seek new client relationships for wealth enhancement and financial planning services Utilize network and referrals to identify prospective clients and facilitate outreach Serve as point of contact for existing clients and initiate timely and ongoing communication as needed Promote established investment models and strategies that are suitable for targeted clients Embrace a team approach, as well as communicate and collaborate with other advisors and staff Adhere to all company and industry supervisory guidelines and policies Maintain professional and technical knowledge by attending educational workshops, complying with continuing education requirements, reviewing professional publications, establishing personal networks and participating in professional associations Adhere to compliance with all FINRA/SEC and federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program Attend training as requested Perform other duties as assigned REQUIRED QUALIFICATIONS: Bachelor's degree 5 years of financial planning and/or investment advisory experience Active Series 7 and 66 licenses Current Life & Health Insurance Licenses Clean U-4 and U-5 history Certified Financial Planner (CFP) and/or Accredited Investment Fiduciary (AIF) preferred Retention of current book goal: 60%+ with ability to achieve a smooth transition for existing book of business to Raymond James Financial Services Experience with servicing high net worth clients Proficiency with Microsoft Office Suite Excellent verbal, written, presentation, and interpersonal communication skills Experience with relationship management and business development with exceptional follow-up skills Attention to detail, critical thinker and problem-solving skills High standards for integrity, honesty, professionalism, and work ethic Commitment to service excellence Ability to work independently while demonstrating excellent organization and follow through Demonstrate flexible and efficient time management and ability to prioritize workload and meet deadlines in a fast-paced environment Ability and willingness to work with purpose and a strong sense of urgency Self-motivated, positive, and enthusiastic Self-starter with a strong desire to exceed expectations Maintain confidentiality discretion Ability to interact with customers and employees in a friendly and professional manner Ability to effectively work in collaboration with others to achieve business objectives Participate in outside community activities as required working extended hours as needed Willing to grow and be challenged

Join Our Team as a Financial Advisor - Empower Clients and Build a Meaningful Career! Are you passionate about helping people achieve financial freedom and security? We're looking for a driven and client-focused Financial Advisor to join our growing team. In this role, you'll provide personalized financial guidance, build long-term relationships, and help clients plan for a more confident future. Why This Role Stands Out: 💼 Comprehensive Training & Mentorship - Whether you're seasoned or just starting out, we offer full support to help you thrive. ⏰ Flexible Work Options - Full-time or part-time roles with remote/hybrid flexibility. 📈 Unlimited Growth Potential - Career pathways into senior advisory, financial planning, or management. 💰 Competitive Compensation - Base pay plus commissions, bonuses, and performance incentives. Key Responsibilities: Build and manage a portfolio of clients, offering tailored financial advice. Help clients create short- and long-term financial plans (investments, retirement, insurance, education, etc.). Conduct regular reviews to ensure financial strategies remain aligned with goals. Stay informed on financial products, market trends, and regulatory changes. Cultivate strong relationships based on trust, transparency, and service excellence. Collaborate with internal teams to deliver a seamless client experience. What We're Looking For: ✔ Strong interpersonal and relationship-building skills ✔ Analytical thinker with a solutions-driven mindset ✔ Excellent communication and presentation abilities ✔ Self-motivated and goal-oriented professional ✔ Experience in finance, banking, or advisory services is a plus (but not required) ✔ Series 6/7, 63/65 licenses or willingness to obtain them is a bonus Perks & Benefits: ✅ Paid training and ongoing development ✅ Health, dental, and retirement plan options ✅ Incentive bonuses and rewards for top performers ✅ Career growth into leadership and advanced planning roles 🚀 Ready to Make a Difference in People's Financial Lives? If you're eager to educate, guide, and empower others on their financial journey, this is your opportunity to build a career with purpose. 👉 Apply now to join us as a Financial Advisor - where your success helps others thrive.

Job DescriptionDirect Counsel is partnered with an Am Law 100 firm seeking a Real Estate Analyst to join its Real Estate Finance Practice Group - a premier real estate practice. This position offers the opportunity to work with top-tier attorneys on commercial real estate transactions while collaborating directly with clients, title companies, and various agencies.Responsibilities: Conduct due diligence on commercial real estate transactions. Order and review title reports, surveys, and zoning reports. Analyze title and survey reports, prepare objection letters, and assist in resolving title and survey issues. Collaborate with surveyors, title companies, and municipal entities to facilitate closing requirements. Provide additional support to attorneys as needed to ensure seamless transaction processes. Skills: Ability to thrive in a fast-paced, deadline-driven environment. Exceptional written and verbal communication skills. Highly organized with the ability to manage multiple projects simultaneously. Strong attention to detail and ability to handle sensitive and complex assignments independently. Professional demeanor and interpersonal skills to interact with clients, vendors, and internal teams. Requirements: Minimum of 5 years of experience in commercial real estate transactions as a Paralegal or Analyst. Paralegal Certificate or its equivalent required. Bachelor's Degree preferred. Fully onsite Direct Counsel and its partners are committed to fostering a diverse, inclusive, and collaborative work environment. Interested candidates should submit their resume and cover letter for consideration.

At Pinnacle, our goal is to create an atmosphere where people can become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and excellent. For us, it starts with hiring the right people. * We hire like-minded people who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance and Discipline. * We hire experienced professionals who understand the industry and provide effective advice. * We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched. But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affect the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Consultant should demonstrate commitment to delivering distinctive service. This position will be responsible for building and managing of investment portfolios at Pinnacle Asset Management. This position will serve as an advisor to clients, providing effective financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance. PRIMARY RESPONSIBILITIES: * Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). * Balance new client development, sales activities, investment management, client service and compliance with a personal and professional attitude. * Meet production targets that impact overall company revenue goals. * Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them identify their investment objectives. * Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches. * Recommend investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences. * Seek expertise of internal resources to identify investment opportunities and solutions for clients. * Open, transfer and close client accounts and maintain appropriate account records. * Monitor the client's portfolio and make recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, taking newly offered investments into consideration. * Obtain and verify the client's purchase and sale instructions, enters orders, and follows up on completion of transactions. * Complete required program training and assignments, obtain mandatory industry licenses within prescribed timeframes, mastering assessments and meeting minimum performance and production standards. * Explain the organization, participant, and function of various securities markets and the principal factors that affect them. * Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. * Assist other team members as needed to ensure delivery of distinctive service. * Perform other related duties and responsibilities as assigned. DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING: * High School Diploma or Equivalent - College degree is preferred. * Minimum of 10 years' experience in financial services industry preferably in Asset Management. * Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. * Effective and proven sales experience. * Series 7 and Series 63/65, or Series 66. * Knowledge of Asset Management products, policies, and procedures. DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES: * Effective sales, negotiation, problem-solving, and interpersonal skills. * Excellent verbal and written communication skills. * Excellent organizational skills and attention to detail. * Ability to work independently and prioritize daily tasks. * Excellent client service skills. Tact and diplomacy in dealing with both clients and associates. * The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. POSITION STATUS: EXEMPT DATE: 09.02.2021 Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.

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.

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique - and want to inspire you to realise this worth. This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities. What will you do? The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand. What will make you successful in this role? 1. Assist in growing the Sanlam Adviser Business * Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy. * Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market. Undertake relevant behaviours to attain targets relating to: * Revenue generation (Single and recurring premiums) * Activity quotas * Promote the Sanlam brand * Treating customers fairly to be applied to all client engagements * Role is aligned to your personal career aspirations 2. Networking, prospecting and leads generation * Face to face interactions, social or business, to create business opportunities. * Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations. * Turning trusted relationships into business relationships. * Strengthening existing relationships by increasing the current service. * Use existing sources to establish opportunities across Sanlam businesses. * Personalised client value propositions. * Marketing on social media. * Undertake selected client focused activities to generate leads and informal prospecting opportunities. * Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market. * Structuring and implementing focused campaigns with new or existing clients in the defined market. * Requesting active and ongoing leads and referrals from others. * Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market. 3. Client consultations and sales * Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance). * Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings. * Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history). * Provide sound personal financial planning advice. * Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio. * Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly. * Use relevant processes and system tools to capture analysis information and update records accordingly. * Review clientââ â¢s portfolio annually by undertaking the above steps. 4. Client Service * Ensure all client interactions are ethical, courteous and professional. * Follow-up or refer all existing business queries to be resolved timeously through support. * Strive for excellent, value-added service to clients so that they do not seek competitor products or services. * Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market. * Initiate long term client relationships and maintain a relational focus. 5. Monitor, update and reporting (weekly/monthly) Document and present the following activities: * Number and profile of contacts, appointments, consultations. * Issued business and revenue against targets. * Update client details on records. * Appropriate workflow and activity monitor system entries. Qualification and Experience Grade 12 Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months. Knowledge and Skills Financial advice and support Production target achievement and budgeting Compliance and risk management Client relationship management Financial planning and recommendations Personal Attributes Communicates effectively - Contributing independently Tech savvy - Contributing independently Action orientated - Contributing independently Interpersonal savvy - Contributing independently Persuades - Contributing independently Build a successful career with us We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development. Core Competencies Collaborates - Contributing independently Being resilient - Contributing independently Drives results - Contributing independently Cultivates innovation - Contributing independently Customer focus - Contributing independently Turnaround time The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. Our commitment to transformation The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.

Hours: 8AM - 5PM Duties include working with all levels of management to develop metrics needed to maximize revenue and expense efficiencies through workforce optimization, revenue accuracy and analytical review in order to implement best practices. Manages specific human resource and labor related data and statistics to aid in preparing new position requisition submissions for Workforce Management Council and daily productivity reporting. Identifies Key Performance Indicators (KPI) for multiple segments of the organization. Remains current with cutting-edge data management tools. Work with management to enhance forecasting accuracy throughout the organization. Work with available software programs to maintain and maximize software effectiveness, accuracy and ease of use for end user. Position may lead and/or participate in organizational projects or teams to support organizational strategies Qualifications JOB QUALIFICATIONS Education: Bachelor's Degree in Business, Finance, Accounting or related field. (Master's Degree preferred) Licensure: N/A Experience: 3-5+ years of experience in Business, Finance or Accounting, Statistics and Operational Research. (Healthcare setting required) Skills: Advanced analytical, organizational, and computer skills including database/sql management and data enrichment techniques. Must be able to communicate (verbal and written) effectively with department director, senior management and third party intermediaries. Technical: Microsoft office applications (Advanced Excel), Tableau, Syntellis Axiom, Lawson GL - data manipulation tools. Full-Time Benefits 403(b) Matching (Retirement) Dental insurance Employee assistance program (EAP) Employee wellness program Employer paid Life and AD&D insurance Employer paid Short and Long-Term Disability Flexible Spending Accounts ICHRA for health insurance Paid Annual Leave (Time off) Vision insurance

About the Role Alabama Fort Payne Company Siemens Energy, Inc. Organization SE CFO Business Unit Gas Services Full / Part time Full-time Experience Level Not defined The Factory Controller / Financial Analyst is responsible for managing all commercial and financial controlling aspects of the Fort Payne Plant. This role ensures accurate financial reporting, supports operational decision-making, and drives digital transformation initiatives within the plant's controlling environment. How You'll Make an Impact (responsibilities) * Manage financial and commercial operations for the Fort Payne Plant, including cost center reporting, month-end activities, forecasting, and variance analysis. * Provide accurate financial reporting and insights into key metrics such as Manufacturing Load Hours, Revenue, Productivity, Profit details analysis. * Drive digital transformation by implementing modern tools and supporting process automation. * Ensure compliance with regulatory requirements and deliver monthly operational reviews and ad hoc management reports. What You Bring (requirements) * Bachelor's degree in Finance, Accounting, Business Administration, or related field. * 5+ years of experience in financial controlling, forecasting, and cost center management. * Strong knowledge of GAAP/IFRS and advanced proficiency in SAP FI/CO, Hyperion, and Excel. * Proven ability to standardize financial processes and drive continuous improvement. * Excellent analytical, problem-solving, and communication skills; ability to work cross-functionally. * Experience in manufacturing or plant operations environment. * Knowledge of productivity reporting and variance analysis. * Familiarity with digitalization projects and financial automation tools. * Applicants must be legally authorized for employment in the United States without need for current or future employer-sponsored work authorization. Siemens Energy employees with current visa sponsorship may be eligible for internal transfers. About the Team Gas Services Our Gas Services division offers Low-emission power generation through service and decarbonization. Zero or low emission power generation and all gas turbines under one roof, steam turbines and generators. Decarbonization opportunities through service offerings, modernization, and digitalization of the fleet. Who is Siemens Energy? At Siemens Energy, we are more than just an energy technology company. With ~100,000 dedicated employees in more than 90 countries, we develop the energy systems of the future, ensuring that the growing energy demand of the global community is met reliably and sustainably. The technologies created in our research departments and factories drive the energy transition and provide the base for one sixth of the world's electricity generation. Our global team is committed to making sustainable, reliable, and affordable energy a reality by pushing the boundaries of what is possible. We uphold a 150-year legacy of innovation that encourages our search for people who will support our focus on decarbonization, new technologies, and energy transformation. Find out how you can make a difference at Siemens Energy: ******************************************** Rewards * Career growth and development opportunities; supportive work culture * Company paid Health and wellness benefits * Paid Time Off and paid holidays * 401K savings plan with company match * Family building benefits * Parental leave ************************************ Equal Employment Opportunity Statement Siemens Energy and Siemens Gamesa Renewable Energy is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to their race, color, creed, religion, national origin, citizenship status, ancestry, sex, age, physical or mental disability unrelated to ability, marital status, family responsibilities, pregnancy, genetic information, sexual orientation, gender expression, gender identity, transgender, sex stereotyping, order of protection status, protected veteran or military status, or an unfavorable discharge from military service, and other categories protected by federal, state or local law. California Privacy Notice California residents have the right to receive additional notices about their personal information. Click here to read more.

Title Assistant Controller FLSA Classification Full-time, Exempt Reports to Controller Covenant College, a Christ-centered institution of higher education, is seeking a diligent and experienced professional to join our Finance team. This role is crucial in ensuring the accuracy and integrity of the college's financial operations, supporting the overall mission of the institution. As an Assistant Controller, you'll play a vital role in our finance department, providing leadership and contributing to a culture of financial stewardship and accountability. DUTIES * Financial reporting and analysis * Evaluate existing process and develop strategies for continuous improvement * Assist with development of annual budget * Support staff accountant with daily bank account activity and necessary journal entries * Perform daily and weekly general ledger reviews within the accounting software * Assist with accounts payable as necessary * Backup the Senior Accounting Clerk in receiving student payments and answering student billing and payment questions * Administer the College's credit card and employee reimbursement programs * Assist the Controller with the month-end close process * Assist the Controller in guiding work study students and delegating appropriate work * Fulfill such other duties as assigned PHYSICAL DEMANDS * Sitting: Sitting for the majority of the day, but free to stand and walk at will. * Lifting: Lifting or lowering an object from one level to another (includes upward pulling) less than 5 lbs. POSITION TYPE/EXPECTED HOURS OF WORK This is a full-time position. Days and hours of work are generally Monday through Friday, 8:00 a.m. to 4:30 p.m. Occasional evening and weekend work may be required as job duties demand. Travel Travel generally limited to travel for professional conferences/seminars a couple times a year or less, taking cash deposits to the bank, and other limited travel in carrying out the responsibilities of the position. REQUIREMENTS * Bachelor's degree in Accounting, Finance, or a related field. A Certified Public Accountant (CPA) license is preferred * A minimum of two years' previous work experience in a business office or financial management operation * The ability to work independently with general direction and supervision * Strong communication and analytical skills, personal initiative, discernment, mature judgment, and the ability to deal with confidential matters with appropriate discretion; * Working knowledge of email, calendars, spreadsheets, and word processing applications (e.g. Google Apps, Microsoft Office) * Not-for-profit and/or higher education accounting experience, and experience working with an integrated software platform such as Ellucian will be useful, but not required ADDITIONAL ELIGIBILITY REQUIREMENTS * An acceptance of and commitment to Jesus Christ as Savior and Lord. * An understanding of the mission and purpose of Covenant College. * Must be able to assent to Covenant College's Staff Commitments. APPLICATION PROCESS Interested applicants should apply at ***************************************** and provide a resume and a statement of faith or Christian experience. Review of applicants will begin immediately and continue until the position is filled. Updated 09/17/2025

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We'll help you • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. • Get training and one-on-one coaching from Academy managers who are invested in your success. • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. • Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. • Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: Aptitude in obtaining required industry licenses. Must be self-disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through effective communication and collaboration. Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment. Executes multiple tasks simultaneously. Learns and adapts to new technology or applications. Desired Qualifications: Currently holds FINRA Securities Industry Essentials (SIE) Bachelor's degree and/or a minimum of one year of financial services industry or sales experience Skills: Client Experience Branding Client Solutions Advisory Investment Management Pipeline Management Referral Management Client Management Customer and Client Focus Portfolio Management Prospecting Referral Identification Business Acumen Executive Presence Oral Communications Risk Management Trading Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Schedule: Monday - Fridays and rotating Saturdays Shift: 1st shift (United States of America) Hours Per Week: 40

When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide: * Award-winning culture * Inclusion and diversity as a priority * Performance Based Incentive Plans * Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability * Generous PTO (including paid time to volunteer!) * Up to 9.5% 401(k) employer contribution * Mental health support * Career advancement opportunities * Student loan repayment options * Tuition reimbursement * Flexible work environments * All the benefits listed above are subject to the terms of their individual Plans. And that's just the beginning… With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today! General Summary: This role supports the production and management of commercial mortgage loan investments. Responsibilities vary by analyst and can include: (a) reviewing loan submission packages, researching/ analyzing market data, and underwriting mortgage loans; (b) preparing loan applications and (c) reviewing and valuing loans in the portfolio. Special projects and/or reporting functions may be assigned. Principal Duties and Responsibilities * Review loan submission packages, research and analyze market data, and underwrite mortgage loans. * Participate in production team meetings. * Prepare loan applications, monitor collection of fees for rate lock, and input data in to mortgage loan database. * Financial analysis of monthly and annual property operating statements and borrower financials. * Special projects as assigned. * Back up for team members. * Assist other investment areas with related real estate issues, as needed. * May perform other duties as assigned. Job Specifications * BA or BS in business, finance or related field. * Minimum 1-3 years commercial real estate/property management experience. * Computer skills including Word, Excel; ability to learn new software. * Ability to work independently within a team-oriented environment. * Solid written and verbal communication skills. * Independent analysis/decision making ability. #LI-AF1 ~IN1 Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide. Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status. The base salary range for applicants for this position is listed below. Unless actual salary is indicated above in the job description, actual pay will be based on skill, geographical location and experience. $52,000.00-$101,000.00 Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans. Company: Unum

Duties include playing a key part in driving financial insight, supporting strategic decisions, and contributing to reporting, budgeting, forecasting, and financial planning efforts. Work with finance, revenue cycle and payor contract management to develop and monitor trends and opportunities. Assist with productivity analysis and reporting, revenue tracking and payor analysis and modeling. Remains current with cutting-edge data management tools. Work with available software programs to maintain and maximize software effectiveness, accuracy and ease of use for end users. Position may lead and/or participate in organizational projects or teams to support organizational strategies. Qualifications JOB QUALIFICATIONS Education: Bachelors Degree in Business, Finance, Accounting or related field. (Masters Degree preferred) Licensure: N/A Experience: 1-5+ years of experience in Business, Finance or Accounting, Statistics and Operational Research. (Healthcare setting required) Skills: Advanced analytical, organizational, and computer skills. Must be able to communicate (verbal and written) effectively with department director, senior management and third-party intermediaries. Ability to thrive in a fast-paced, entrepreneurial environment. Technical: Advanced Excel, Word and Power Point skills and experience working with large datasets. Strong attention to detail and posses a high analytical ability. PHYSICAL, MENTAL, ENVIRONMENTAL AND WORKING CONDITIONS Office setting; may require evening and weekend hours to meet deadlines. Some travel seldom overnight. May require long periods of sitting at computer. Mental stress might occur due to demanding deadlines. Significant mental effort required in most analytical/problem solving assignments. Full-Time Benefits 403(b) Matching (Retirement) Dental insurance Employee assistance program (EAP) Employee wellness program Employer paid Life and AD&D insurance Employer paid Short and Long-Term Disability Flexible Spending Accounts ICHRA for health insurance Paid Annual Leave (Time off) Vision insurance

Dalton, Georgia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************************************************** **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. **We'll help you** - Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. - Get training and one-on-one coaching from Academy managers who are invested in your success. - Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. - Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. - Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. - Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. - Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. **Required Qualifications:** + Aptitude in obtaining required industry licenses. + Must be self-disciplined in managing time and capacity. + Experience in cultivating client relationships, accessing needs and recommending solutions. + Success creating strong peer relationships through effective communication and collaboration. + Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment. + Executes multiple tasks simultaneously. + Learns and adapts to new technology or applications. **Desired Qualifications:** + Currently holds FINRA Securities Industry Essentials (SIE) + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience **Skills:** + Client Experience Branding + Client Solutions Advisory + Investment Management + Pipeline Management + Referral Management + Client Management + Customer and Client Focus + Portfolio Management + Prospecting + Referral Identification + Business Acumen + Executive Presence + Oral Communications + Risk Management + Trading **Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent** **Schedule:** Monday - Fridays and rotating Saturdays **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

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

Duties include playing a key part in driving financial insight, supporting strategic decisions, and contributing to reporting, budgeting, forecasting, and financial planning efforts. Work with finance, revenue cycle and payor contract management to develop and monitor trends and opportunities. Assist with productivity analysis and reporting, revenue tracking and payor analysis and modeling. Remains current with cutting-edge data management tools. Work with available software programs to maintain and maximize software effectiveness, accuracy and ease of use for end users. Position may lead and/or participate in organizational projects or teams to support organizational strategies.