Finance analyst jobs in Greenville, SC

At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people. We hire like-minded individuals 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 affects 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 Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would include business entities, business owners, and individuals who are consistent with Pinnacle's market segmentation. PRIMARY RESPONSIBILITIES: Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve issues client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). Administer and manage client loan portfolio consistent with the Firm's credit policies while meeting the financial needs of clients. Provide a full array of loan products designed to meet the financing needs of clients. Includes but not limited to Working Capital Lines of Credit, Term Loans for equipment or building, Home Equity Lines of Credit, Residential Mortgages, and other miscellaneous consumer loans. Meet all designated Pinnacle standards for appropriate risk rating; credit soundness thresholds; and critical action items as represented in KPI reports. Analyze credit worthiness of a potential borrower and recommend either approval or denial of the request. Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality. Negotiate credit extensions. Work with clients on the structure and terms under which credit would be extended to include collateral requirements, repayment terms, pricing, and covenants required for extension of loans. Approve loans under approved authority limits. Ensure compliance with the Firm's credit policies and regulations for all loans under his/her responsibility. Provide deposit products including but not limited to Demand Deposit Accounts, Money market Accounts, Savings Accounts, and CD's. Cross-sell all appropriate financial products including but not limited to Depository Accounts, Treasury management, and Investment Products. Optimize/recommend appropriate tailored solutions to client needs and provide various services designed to assist client in management of overall financial planning. Manage small investment portfolios for clients and be conversant about investment and ready to refer to brokerages business to the Investment department. Solicit new personal and business banking relationships. Proactively solicit new business relationships through prospects and referral requests and pursue personal banking relationships of assigned Board of Directors and requesting referrals from Board members. Develop and maintain product knowledge of all loan and depository products designed for small business and affluent individual markets, as well as personal knowledge of market. Further expand knowledge to add value to client with regard to Investment needs and estate planning. Participate in developmental and training activities as well as projects as directed by management. 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: College degree is preferred - finance or business-related field. 10 years' experience in banking/financial services. Knowledge of consumer and commercial banking products. Strong knowledge base relative to consumer and commercial loan documents. Knowledge of compliance and federal banking regulations. Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES: Excellent interpersonal skills, including verbal and written communication skills. Effective analytical and mathematical reasoning skills with a strong attention to detail. Ability to work independently and prioritize daily tasks. Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy. Flexibility and ability to multi-task. 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: 06.09.2015 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.

At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people. * We hire like-minded individuals 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 affects 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 Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would include business entities, business owners, and individuals who are consistent with Pinnacle's market segmentation. PRIMARY RESPONSIBILITIES: * Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve issues client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). * Administer and manage client loan portfolio consistent with the Firm's credit policies while meeting the financial needs of clients. * Provide a full array of loan products designed to meet the financing needs of clients. Includes but not limited to Working Capital Lines of Credit, Term Loans for equipment or building, Home Equity Lines of Credit, Residential Mortgages, and other miscellaneous consumer loans. * Meet all designated Pinnacle standards for appropriate risk rating; credit soundness thresholds; and critical action items as represented in KPI reports. * Analyze credit worthiness of a potential borrower and recommend either approval or denial of the request. * Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality. * Negotiate credit extensions. Work with clients on the structure and terms under which credit would be extended to include collateral requirements, repayment terms, pricing, and covenants required for extension of loans. * Approve loans under approved authority limits. * Ensure compliance with the Firm's credit policies and regulations for all loans under his/her responsibility. * Provide deposit products including but not limited to Demand Deposit Accounts, Money market Accounts, Savings Accounts, and CD's. * Cross-sell all appropriate financial products including but not limited to Depository Accounts, Treasury management, and Investment Products. * Optimize/recommend appropriate tailored solutions to client needs and provide various services designed to assist client in management of overall financial planning. * Manage small investment portfolios for clients and be conversant about investment and ready to refer to brokerages business to the Investment department. * Solicit new personal and business banking relationships. Proactively solicit new business relationships through prospects and referral requests and pursue personal banking relationships of assigned Board of Directors and requesting referrals from Board members. * Develop and maintain product knowledge of all loan and depository products designed for small business and affluent individual markets, as well as personal knowledge of market. Further expand knowledge to add value to client with regard to Investment needs and estate planning. * Participate in developmental and training activities as well as projects as directed by management. * 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: * College degree is preferred - finance or business-related field. * 10 years' experience in banking/financial services. * Knowledge of consumer and commercial banking products. * Strong knowledge base relative to consumer and commercial loan documents. * Knowledge of compliance and federal banking regulations. * Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES: * Excellent interpersonal skills, including verbal and written communication skills. * Effective analytical and mathematical reasoning skills with a strong attention to detail. * Ability to work independently and prioritize daily tasks. * Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy. * Flexibility and ability to multi-task. * 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: 06.09.2015 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.

Stone Press Financial Group is looking to align with an Experienced Financial Advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial strategy. To excel in this tightly regulated role, you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market. Responsibilities: Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial strategy. Answering client questions about financial strategies and giving financial advice. Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives. Review client accounts and strategies on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan. Analyzing financial data received from clients to develop strategies for meeting clients' financial goals. Resilience and humility. Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients. Implementing financial strategies or referring clients to professionals who can help them. Managing and updating client portfolios. Contacting clients regularly to discover changes in their financial status. Building and maintaining your client base. Requirements: Bachelor's degree in business, finance, or related field. 3+ years of sales experience. Must have current FINRA Series 6 and 63 or 7 and 66 Securities Registration (65 a plus). Life and health license. Valid drivers license. Knowledge of mutual funds, securities, and insurance industries. Proficient in Word, Excel, Outlook, and PowerPoint. Comfortable using a computer for various tasks. Experience providing quality financial advice. What we offer: Flexible Work Environment Comprehensive Training Provided Mentorship Opportunities from Financial Professionals Performance-Based Incentive Trips Tuition Reimbursement Basic Subsidy Allowance (requires qualification) Advisor Financing Plan (requires qualification) Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, 1515 Mockingbird Lane, Suite 800, Charlotte, NC 28209, **************. Stone Press Financial Group is independent of ESI. In CO, MO, NH and WI, ESI operates as Vermont Equity Services, Inc. TC138878(0124)

Hours: 40 Pay Details: $24.00 - $33.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor Support Specialist acts as a point of client contact accountable to serve the needs of clients in the mass affluent segment. The role serves as the primary administrative and service support for the Financial Advisors (FAs) and their clients. The Financial Advisor Support Specialist supports the FA team and provides consistent and accurate administrative and service support. Depth & Scope: Demonstrates a commitment to being customer-centric by ensuring a legendary service is provided during every customer interaction to maximize retention and growth Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery leading to a truly exceptional Client Experience, completion of all requisite client profiling documents May handle financial transactions such as, but not limited to, the collection, maintenance, re-investment (i.e., sweeps) and disbursement of funds as well as account transfers Executes in a manner that is compliant with regulations, policies and procedures Adheres to all federal, state, SRO regulations and Firm policies related to all business activities. (e.g. OCC, SEC, FINRA etc.) Ensures all Continuing Education requirements are attained Responsible for understanding and adhering to TD Wealth AML/ATF Policies and Procedures Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures Contributes to a positive and constructive work environment with a focus on supporting the overall Wealth team Contributes individually and as a team member, to ensure strong performance, collaboration and enthusiasm that sets TD Wealth apart from our competitors Represents TD Wealth to the public in a professional manner Be involved in your community and support TDBG charity and community initiatives Ensures service to external clients and/or internal clients reflects TDBG standards and guiding principles Through proactive communication (verbal/written), supports the assigned team members in meeting service commitments to clients Provides consistent and accurate administrative support to assigned team member including filing, report generation, presentation material, written proposals and spreadsheet reporting May act as a contact for client relationships with regards to account maintenance, portfolio information and cash transfers Efficiently manages and promptly responds to all incoming enquiries/requests for information independently/or directs to appropriate person or area Delivers operational excellence Completes all applicable specialized training Works independently with minimal supervision Performs necessary duties to assist assigned team members with all aspects of account administration, retention, specialized services and other responsibilities in accordance within wealth management area of specialization Maintains various databases and computer systems by entering transactional and other data, updating information as necessary and ensuring data accuracy; creates reports summarizing information as required Coordinates information flow among internal departments, Clients and others as necessary, communicating procedural and administrative information; forwards and obtains required documents and information as required May resolve more difficult Client issues, problems, and requests Guides and directs others as necessary; acts as a specialist resource to support all wealth management areas Keeps others on the team informed about status of account administration, retention and projects l Completes assigned administrative/Client service tasks within policy and operating procedures Identifies opportunities to make referrals to internal business partners Identifies and recommends technological/process improvements which may improve overall productivity and Client satisfaction Education & Experience: Associate degree and/or bachelor's degree 2+ years of related experience (preferably in the financial industry) A minimum of SIE & Series 99 registration is required; (or ability to obtain within Licensing & Registration Schedule) Knowledge of investments, banking and credit products preferred A self-starter; ability to work with minimal supervision Ability to excel at administration and be exceptionally well organized Demonstrates considerable initiative in providing a high level of organization Experience in professional services and with working with affluent clients is required Knowledge of MSWord, Excel, PowerPoint and working with Contact Management databases is essential Possesses a reasonable knowledge of investments and has the ability to generate reports pertinent to the management of client investment portfolios, however, prefers to focus on administration in a support role Demonstrates ability to manage multiple responsibilities and timelines Proven track record of delivering results and executing with excellence Excellent written and verbal communication skills Criminal and financial background investigation is required pursuant to FINRA Rule 3110(e) and successor regulations and financial background investigation is required pursuant to FINRA Rule 3010(e) and successor regulations OCC Language: This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Continuous Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Occasional Sitting - Continuous Standing - Occasional Walking - Occasional Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Never Squatting - Occasional Bending - Occasional Kneeling - Never Crawling - Never Climbing - Never Reaching overhead - Never Reaching forward - Occasional Pushing - Never Pulling - Never Twisting - Never Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

About the Role Senior Financial Analyst (Finance & Accounting) The Senior Financial Analyst plays a crucial role in providing comprehensive analytical support for both finance and accounting functions. This position involves developing and managing recurring and ad hoc operational and financial performance reports for various functional areas or divisions. The analyst will also mentor junior analysts, guiding their daily tasks and ensuring high-quality work. Collaboration is key in this role, as the Senior Financial Analyst will work closely with teams across Sales, Product Marketing, Logistics, Supply Chain, and other Finance departments to facilitate data-driven decision-making. A successful candidate will not only fulfill the responsibilities outlined below but also enhance analytical tools and processes, delivering actionable insights to business partners. What We're Looking For: Analytical Modeling & Reporting: * Prepare and present models to analyze business opportunities, including cost/benefit analyses and ROI assessments. * Develop and manage recurring and ad hoc financial performance reports, ensuring clarity and relevance for stakeholders. Collaboration & Leadership: * Lead collaborative meetings with stakeholders to drive profitability and support strategic initiatives. * Mentor and oversee the work of junior analysts, delegating tasks and conducting thorough reviews to ensure accuracy and quality. * Actively participate in inter-departmental projects and ad hoc finance initiatives, contributing valuable insights and support. Budgeting & Financial Analysis: * Assist in the preparation of the annual budget, quarterly outlooks, and variance analysis, providing insights to guide financial planning. * Assess accounting treatment for financial transactions, support month-end close processes, and prepare deliverables for internal and external audits Communication & Presentation: * Create engaging presentations and data visualizations to effectively communicate findings and recommendations to various audiences. Additional Responsibilities * Perform other duties as assigned. * Maintain punctuality and attendance standards. What We're Looking For: * 3 to 5 years of relevant work experience in finance or accounting. * Required: Bachelor's Degree in finance or accounting. * Preferred: Master's or Postgraduate Degree in Finance, Accounting, Economics. * Strong consideration for candidates with a combination of at least 2 years of experience and a Master's/Postgraduate degree, or CPA/CFA/CMA/FMVA certification. * Analytical & Technical Skills: Proficient in data analysis, financial modeling, and relevant computer applications at an intermediate level. * Communication: Strong verbal and written communication skills, with the ability to create and deliver formal presentations. * Leadership: Demonstrated leadership abilities, with a proactive approach to mentoring and guiding junior team members. * Interpersonal Skills: Ability to build effective working relationships across all levels of management, demonstrating cultural sensitivity and strong negotiation skills. * Organizational Skills: Excellent time management and organizational abilities, with a focus on driving tasks to completion under pressure. * Adaptability: Quick to learn new systems and technologies, with a strong ability to work independently while maintaining confidentiality. Working Conditions: * Professional office environment with occasional non-standard hours or overtime as needed. * Some travel may be required. * Open to remote candidates, however, our preference is to have a hybrid work schedule that allows for in-person team collaboration. #LI-MI1 Key Skills At TD SYNNEX, our values guide everything we do: Together, We Own It, We Dare to Go, We Grow and Win, and above all, We Do the Right Thing. These principles shape how we work with each other, our partners, and our communities as we drive innovation and create lasting impact. What's In It For You? * Elective Benefits: Our programs are tailored to your country to best accommodate your lifestyle. * Grow Your Career: Accelerate your path to success (and keep up with the future) with formal programs on leadership and professional development, and many more on-demand courses. * Elevate Your Personal Well-Being: Boost your financial, physical, and mental well-being through seminars, events, and our global Life Empowerment Assistance Program. * Diversity, Equity & Inclusion: It's not just a phrase to us; valuing every voice is how we succeed. Join us in celebrating our global diversity through inclusive education, meaningful peer-to-peer conversations, and equitable growth and development opportunities. * Make the Most of our Global Organization: Network with other new co-workers within your first 30 days through our onboarding program. * Connect with Your Community: Participate in internal, peer-led inclusive communities and activities, including business resource groups, local volunteering events, and more environmental and social initiatives. Don't meet every single requirement? Apply anyway. At TD SYNNEX, we're proud to be recognized as a great place to work and a leader in the promotion and practice of diversity, equity and inclusion. If you're excited about working for our company and believe you're a good fit for this role, we encourage you to apply. You may be exactly the person we're looking for! We are an equal opportunity employer and committed to building a team that represents and empowers a variety of backgrounds, perspectives, and skills. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity or expression, sexual orientation, protected veteran status, disability, genetics, age, or any other characteristic protected by law. TD SYNNEX is an E-Verify company

Job Description Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today! Compensation: $80,000+ OTE Responsibilities: Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given Gather each client's financial information to determine financial status, cash flow, financial goals, and financial expectations Customize financial plans for each client based on potential life changes and changing financial needs Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives Qualifications: Requires a Bachelor's degree in finance, business administration, or related field Knowledge of the financial industry, financial products, best practices, and tax regulations is desired Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired Excellent math skills, relationship skills, communication skills, and customer service skills are crucial Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital Bachelor's Degree a must, sales experience and/or financial internships a plus. A business mindset: You are motivated by the chance to help prospective clients while focusing on personal growth. You are personable and caring, with a natural ability to connect and communicate with others. Enthusiastic, high energy, and positive attitude. Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously. Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team. Must have excellent communication and interpersonal skills. Quick learner who is comfortable in a fast-paced, dynamic environment. About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.

Job Description Connexa Search Group is partnering with a leading manufacturing company in the Greenville area seeking a Senior Financial Analyst to join its team. This is a great opportunity for an analytical and business-minded professional to play a key role in financial planning, forecasting, and strategic analysis. The ideal candidate will bring a strong foundation in manufacturing finance, cost analysis, and business partnering. Key Responsibilities: Support the monthly, quarterly, and annual financial planning and forecasting processes Analyze actual vs. budget/forecast variances and prepare management reports Conduct in-depth cost analysis, including standard cost reviews, variance analysis, and margin reporting Partner with operations, supply chain, and leadership to drive performance improvements Assist with capital expenditure planning and ROI analysis Develop and maintain dashboards and KPI reporting tools Identify trends and provide recommendations to improve financial performance Support internal and external audit processes Qualifications: Bachelor's degree in Finance, Accounting, or a related field (MBA or CPA/CMA preferred) 4+ years of financial analysis experience, preferably in a manufacturing environment Proficiency in Excel and financial modeling (ERP system experience strongly preferred) Strong communication skills and ability to work cross-functionally

We're seeking a Plant Controller who's ready to put your skills to work on projects that matter - and build a career with a company that's building North America. ABOUT THE ROLE: Amrize Building Envelope LLC seeks a Plant Controller in Wellford, SC to manage managing the accounting & control functions of multiple production facilities within the region. Will be responsible reconciling the subsystems to ensure they are in balance to the general ledger along with the processing of any necessary month end entries as required. Will utilize ERP systems and software to compile and prepare reports, graphs, and charts of data to evaluate variance to standard costs and forecasted activity. In addition, s/he will assist in the development and maintenance of the organization's costing process; and make recommendations to improve processes within the ERP system Key responsibilities include: * Reporting: Assist in the preparation and improvement of various new and existing production and financial reports to enhance the information resources available to better serve the management team. * Production Costing: Assist the production department in the preparation of new labor, machine, materials, and overhead rates. Test existing rates to ensure current costs agree with existing standards. * Budgeting: Assist with the building and maintaining of the rolling production forecasting models and spending budgets that support the annual and long-range operating plans. * This includes the gathering of actual budget data from management, analyzing sales and cost forecasts, identifying, and resolving issues, documenting assumptions and results, and presenting information in an organized format. * Analysis: Compilation and analysis information and resolve errors/inconsistencies in data from financial reporting and the ERP system. * Accounting Duties: Support other key functions in the department as required which include the daily posting of journal entries, reconciling assigned general ledger accounts, and assisting with other month end closing processes as assigned. * Audit: Support the annual audit function through the preparation of various report and reconciliations, as required. * This position requires up to 35% travel (primarily national, with potentially some international). WHAT WE ARE LOOKING FOR: The position of Plant Controller requires a bachelor's degree, or its equivalent, in Business Administration, Finance, Accounting, or a related field. The position requires 4 years of professional experience in the job offered, as a Cost Account Analyst/Specialist, Auditor/Controller, in a related accounting/auditing position. Additionally, the position requires the following number of years of professional experience with each of the following: * 4 years: Conducting financial and operational analysis in the areas of cost accounting, inventory control, supply chain management, and audit. * 1 year: Financial controlling, standard costing in manufacturing environment for the building envelope materials industry. * 1 year: Managing annual plant budgets exceeding $20MM USD. * 4 years: Working in multinational companies with US GAAP reporting standards and SOX compliance. * 4 years: Using SAP, specifically CO and FI modules. * 1 year: Using Tableau Candidates who are interested in this position should select "Apply now". Amrize is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We thank all applicants for their interest; however, only those selected for an interview will be contacted. BUILDING INCLUSIVE WORKSPACES At Amrize, there is endless opportunity for you to play your part. Whether you're in a technical, managerial, or frontline role, you can shape a career that works for you. We're seeking builders, creative thinkers and innovators. Come put your expertise to work while developing the knowledge and skills to drive your career forward. With us you'll have the chance to build your ambition! Amrize North America Inc. takes pride in our hiring processes and our commitment that all qualified applicants will receive consideration for employment without regard to age, race, color, ethnicity, religion, creed, national origin, ancestry, gender, gender identity, gender expression, sex, sexual orientation, marital status, pregnancy, parental status, genetic information, citizenship, physical or mental disability, past, current, or prospective service in the uniformed services, or any other characteristic protected by applicable federal, state or local law. Amrize North America Inc, and its respective subsidiaries are Equal Opportunity Employers, deciding all employment on the basis of qualification, merit and business need. Amrize Canada Inc. is committed to the principles of employment equity and encourages the applications from women, visible minorities, and persons with disabilities. In compliance with the ADA Amendments Act (ADAAA), if you have a disability and would like to request accommodation in order to apply for a position with us, please email recruiting-accommodations@amrize.com. This email address should only be used for accommodations and not general inquiries or resume submittals. In Ontario, our organization/business is committed to fulfilling our requirements under the Accessibility for Ontarians with Disabilities Act. Under the Act, accommodations are available on request for candidates taking part in all aspects of the selection process. While we sincerely appreciate all applications, only candidates selected for an interview will be contacted.

Join the company defining what it means to be an Impact Lender! Mortgages are what we do, but that doesn't define who we are. In 2008, Movement disrupted the industry with the innovative 6-7-1 mortgage process. In 2023, we pioneered again, helping launch Impact Lending - a new category of lending. Any mortgage lender that commits at least 10% of its profits to helping the neighborhoods it serves is an Impact Lender. At Movement, we are Impact Lenders. We give 40%-50% of our profits to making an impact in our communities. For us, purpose and people have always come before profit. Responsibilities: Developing and completing presentations for client and prospect meetings Managing and responding to RFP's Develop and maintain strong partnerships with the investment consultant community. Understand the preferences of the different consultants and deploy that intelligence across the firm to enable a focused sales and marketing effort and targeted product positioning. Participating in and working with the CEO to prep for client meetings - both for new business opportunities and ongoing due diligence with clients Conducting research and bringing proactive ideas to the forefront for client and prospect firms Coordinating information with CEO for meeting preparation, client agendas, discussing client issues and gathering follow-up information Building relationships with and leveraging shared resources across the affiliates to communicate and relay sales and market intelligence Provide input to business strategy/planning, working collaboratively with colleagues to enhance the client experience by communicating plans, on-going client issues, and client engagement strategies Gather information from clients and consultants and provide input to drive scalable product development strategy Qualifications: Bachelor's degree in Finance, Accounting, or related field (MBA/CPA preferred). Proven experience as a investment professional or in a similar investment leadership role. Deep knowledge of financial planning, analysis, and investment management. A strong understanding of the conservative movement, government pensions, and investments is a plus. Excellent leadership and communication skills. Strategic thinker with a track record of driving financial growth. Ability to thrive in a dynamic and innovative environment. The expected salary range for this position is between: $59,900.00 - $123,400.00 The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law. We also offer a benefits package that includes: Competitive pay Benefits Offered: Medical, Dental, Vision, Life, Disability, Critical Care, Hospitalization, HSA, FSA, DCFSA and QTE Retirement plan: 401(k) and Roth Paid Time Off: 16 days front loaded. Prorated based on the start date month 11.5 paid holidays per year Employee assistance program Excellent career growth opportunity Fun, team-focused working environment Employee driven community outreach program Relocation packages available The application window is anticipated to close on: March 10, 2025 We're definitely not your average mortgage company. When you're ready to grow your career AND your impact, we're ready for you. We're also one of the nation's top lenders and are redefining corporate culture. We work hard, we have fun, we invest in our people and we make a difference. Sound like a plan? Good. Learn more at *****************

Job Description Financial Marketing Intern Greenwood Capital Associates | Greenville, SC Greenwood Capital, a Registered Investment Advisor, provides a complete wealth management experience through a holistic approach to financial planning and investment management. GCA Wealth, a division of Greenwood Capital, provides a complete wealth management experience through a holistic approach to financial planning and investment management. As we are focused on meeting our clients' needs now and for the future, we work strategically and collaboratively with their other Advisers in implementing client comprehensive financial plans. Learn more at ************************ What We're Looking For Greenwood Capital is seeking a self-motivated, diligent individual to serve as a Financial Marketing Intern. This internship position has an emphasis on content marketing and social media, and this role will balance creativity and technical aptitude to create materials, analyze metrics, and provide support for firm initiatives. Under the direction and coaching of the Marketing Manager, this role will collaborate with both the Investment and Wealth teams. The ideal candidate has a strong understanding of brand marketing, analytics, and the financial markets. Role 10 hours/week Remote, In-office (Greenville), or hybrid What You Can Expect Write clear, compliant copy for various mediums (e.g. website, blog posts, social media, newsletters). Under guidance of Marketing Manager: create content for Facebook, LinkedIn, and Instagram, staying within brand guidelines. Design graphics, edit videos, write copy, and format posts. Design and edit digital and physical promotional materials including invitations, flyers, and presentations. Assist Marketing Manager with the preparation of reports, presentations, and metrics for internal and external shareholders. As needed: Provide support for virtual and in-person events, including preparing feedback and analyzing data to evaluate ROI. Adhere to all regulations, compliance and firm policies, procedures, and delegated authorities. Skills & Education Requirements College or Graduate Level Student. Preferred Majors: Marketing, Business, Digital Communications, Finance, Communications, Journalism. Proficient in MS Office and Canva Excellent writing skills and attention to detail Vimeo, Wordpress, and video editing experience preferred Strong interpersonal, communication, and presentation skills Ability to meet deadlines in a self-motivated and independent environment This is a part-time, paid position in a smoke and drug-free workplace with strong corporate values that foster associate growth and satisfaction. About Greenwood Capital Associates Our Mission: To Serve Our Clients, Our Communities, and Our Associates Greenwood Capital is a 40-year, investment advisory firm registered with the Securities and Exchange Commission, headquartered in SC, with more than $1.3 billion in assets under management. Greenwood Capital is an affiliate of Countybank as of 2008. In 2017, Greenwood Capital expanded its Greenville, SC operation to a dedicated office in the Countybank building on McBee Avenue in downtown Greenville, and in 2018, Greenwood Capital relocated its corporate office to 425 Main Street in Greenwood, SC. How We Give Back The Countybank Foundation was formed in 1971, under the leadership of former bank president R. Thornwell Dunlap Jr., to identify specific charitable needs and to distribute funds to selected organizations on a yearly basis. Since 1990, the Foundation has contributed more than one million dollars to a wide variety of local civic, educational and cultural programs, including the establishment of several college scholarships and endowments. In addition to the Foundation's contributions, Countybank and Greenwood Capital employees spend thousands of volunteer hours in their communities. Currently, more than two-thirds of the associates at Countybank and Greenwood Capital volunteer with local charitable and civic organizations. Learn More Visit us at ************************

What to expect: Part-time internship between 15-20 hours a week Flexible work schedule In-depth agency exposure through job shadowing opportunities Company trainings The Finance Intern will support the Business Services & Finance team in the development of various tasks, including but not limited to: Assist with invoicing and auditing; prepare materials to send to prospective/existing clients; manage administrative jobs. Assist in financial modeling and forecasting Conduct market research and obtain quotes from vendors/suppliers. Support preparation of monthly financial reports Analyze budgets and cost structures Help with data entry, reconciliation, and documentation Requirements Currently pursuing a Bachelor's degree in Finance, Accounting, Economics, or related field Excellent organizational skills Strong analytical and quantitative skills Desire to learn and grow Proficiency in Microsoft Excel Attention to detail and ability to manage multiple tasks simultaneously Excellent written and verbal communication skills

What you'll do… Provide financial leadership for a high-volume manufacturing plant, serving as the go-to resource for cost analysis, operational decision support, and performance visibility across the organization. Own all aspects of standard costing, variance analysis, budgeting, forecasting, and month-end reporting, ensuring accuracy, transparency, and alignment with corporate requirements. Partner closely with Production, Maintenance, Supply Chain, Engineering, and Plant Leadership, providing clear financial insights that help guide daily decision-making and long-term strategy. Evaluate product costs and plant performance indicators; identify trends, investigate anomalies, and recommend corrective actions to keep operations on track. Spend meaningful time on the manufacturing floor to understand processes, validate data, and strengthen relationships with cross-functional teams. Lead initiatives that improve inventory accuracy, optimize working capital, and support effective material flow, including coordination of physical inventories and cycle counts. Analyze KPIs, conduct scenario modeling, and prepare reports and presentations that support operational planning, cost control, and business performance improvements. Drive continuous improvement by questioning assumptions, promoting data-driven decision-making, and proactively identifying opportunities to reduce cost and improve efficiency. What we're looking for… 5-10 years of manufacturing accounting or plant-level financial management experience, ideally within the automotive industry Deep understanding of standard costing, variance analysis, inventory accounting, and the financial drivers that impact production performance. Ability to translate complex financial data into clear operational actions; skilled at partnering with plant leaders to solve problems and improve results. Strong working knowledge of ERP systems and advanced Excel capabilities. Comfortable working in a fast-paced, hands-on production environment, including routine time spent on the manufacturing floor. Excellent communication skills, leadership presence, and the ability to build strong relationships at all levels of the organization. Analytical mindset with a natural curiosity; someone who dives into the data, validates assumptions, and quickly recognizes when numbers don't align. Bachelor's degree in Accounting, Finance, or a related business discipline High integrity, sound judgment, and a commitment to accountability and follow-through. Why this role matters… This is a highly visible and influential position that plays a critical role in the financial and operational success of a growing automotive manufacturing plant. You'll serve as a true business partner to operations - providing the insight, clarity, and leadership needed to drive performance, strengthen controls, and support long-term growth. For a finance professional who thrives in a hands-on environment and enjoys shaping decisions on the plant floor, this opportunity offers meaningful impact, strong leadership exposure, excellent long-term stability and future advancement potential.

F&I Managers are responsible for the sale of finance and insurance programs and other appropriate after-sale protection items to new and used vehicle guests. F&I Managers are responsible for finalizing every transaction by making sure the deal is approved, funded, all applicable paperwork is accurate and complete and follow up with guests to make sure the sale is complete. Goals and Expected Behaviors: 1.Increase/improve guest retention and loyalty for the entire dealership and company while achieving excellent guest service scores Greet guests, employees and visitors with a smile in a friendly manner Fulfill commitments Assist guests anytime and anywhere in the dealership Insure guests have a surprisingly great experience Act, speak, dress and behave professionally at all times Anticipate the guests needs by listening and asking clarifying questions 2.Manage finance and insurance department Sells financing, credit life, extended contracts, warranties and after sale protection items Convert cash deals to finance opportunities Understands and complies with federal, state and local regulations that affect the new and used vehicle and finance departments Completes all necessary paperwork for vehicle sales and leases Insures accuracy and completeness of all paperwork for correct title, lien information, taxes, signatures and other documents before forwarding to accounting Maintains orderly insurance files, takes all credit applications and insures collection of all finance and insurance fees Create value in the vehicle and the dealership by knowing the product and what is available for the guest 3.Ensure Professional Guest Service All deals are handled in a professional and ethical manner Thoroughly explains aftermarket products and extended warranties to guests Listens to the guest to determine what they are looking for and what protection items best meet their needs 4.Other duties as assigned Essential Functions of the Position Operate a phone, computer and other general office equipment Work with the public in a professional and guest centric manner Communicate with guests, vendors, managers, and co-workers Listen to guests and understand what they are saying Ability to read, understand and follow instructions Answer questions regarding vehicles, the dealership and service General knowledge of vehicles Skills, Education and Certification Requirements: Good computer skills and demonstrated ability to learn other programs Ability to effectively build a rapport with others Very strong listening skills Valid in-state driver's license Acceptable motor vehicle record Good communication skills Organizational and time management skills Attention to detail Ability to accurately and efficiently complete forms and paperwork related to a deal Resilient and creative Associates Degree or equivalent experience Physical Demands Sits at a computer or other desk for extended periods of time Operates a computer with a monitor Operates a telephone Travels throughout the dealership and lots occasionally on foot Why Automotive: Career growth: Endless opportunities for career development within our organization, with development programs and training to get you where you want to be. Stability: Even through these uncertain times, Anderson Automotive Group was able to continue to provide excellence in our communities Technology: There is no industry more exciting than Automotive. From keyless entry vehicles to electric cars, there is always something new happening in the industry. You can be a part of these exciting changes.

Purpose Financial, Inc. is an innovative consumer financial services company that offers a diverse suite of credit products, promoting financial inclusion and meeting consumers wherever they are. Through its brands, the company is committed to helping customers achieve their version of financial stability in the moment and in the future. Since 1997, Purpose Financial has been a pioneer in the consumer credit and financial services market offering money solutions in over 1,500 storefronts locations and online lending. Providing services in over 27 states, Purpose Financial employs over 3,700 team members. At Purpose Financial we are always on the lookout for motivated individuals who share in our values of mutual respect to join our team of outstanding professionals. We offer: Competitive Wages Life/Health Benefits 401(k) Savings Plan Educational Assistance Paid Vacation/Holidays Employee Discounts Work-life Balance Business Casual Environment Paid Volunteer time off Rewards and Recognition Program EAP To learn more about Purpose Financial visit Purpose Financial Website Position Summary Description of Projects (List duties, responsibilities, etc): Create financial reports, presentations, and recommendations for management Assist in the development of financial models to forecast business growth Support the annual Plan and reforecast process Conduct analysis on key business opportunities Collaborate with peers, senior analysts, and other team members - share thoughts, ideas and opinions on actionable business insights using financial results and KPIs Job Responsibility Qualifications/Requirements (i.e., education, technical skills, etc.): Current student at an accredited university or college that is a Junior, Senior, graduate student, or graduate expecting to pursue a Masters Ability to work on a full-time basis for the entire duration of the summer internship; part-time opportunities may be available during fall and/or spring semesters Strong financial modeling skills and familiarity with financial statements Excellent verbal and written communication skills Willingness to collaborate in a team environment Ability to understand the big picture as well as pay attention to detail Strong knowledge of MS Office Suite (Word, Excel, PowerPoint); Knowledge of SQL or Tableau is a plus Job Responsibilities Cont. Education Required Qualifications/Requirements (i.e., education, technical skills, etc.): Current student at an accredited university or college that is a Junior, Senior, graduate student, or graduate expecting to pursue a Masters Ability to work on a full-time basis for the entire duration of the summer internship; part-time opportunities may be available during fall and/or spring semesters Strong financial modeling skills and familiarity with financial statements Excellent verbal and written communication skills Willingness to collaborate in a team environment Ability to understand the big picture as well as pay attention to detail Strong knowledge of MS Office Suite (Word, Excel, PowerPoint); Knowledge of SQL or Tableau is a plus Experience Required ????? Knowledge Required ???? Physical Requirements ????? Competencies Compliance/IntegrityCustomer CentricityInterpersonal SkillsResilienceResults/AccountabilityWorking with Diverse PopulationsTravel Attire Other All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or disability. Requisition ID: 15180

Job DescriptionDescription: American Plastics, headquartered in St. Louis, Missouri, is a leading designer and manufacturer of innovative plastic-injection molded products for the household & garage storage and commercial cleaning end-markets. We are searching for a Finance Intern for our Simpsonville, SC location. The Finance Intern will work standard office hours, with flexibility provided to accommodate the candidate's academic schedule. This position will report to the Controller. Responsibilities for this position include: • Understanding of P&L, balance sheet • Will be introduced to manufacturing cost accounting, including the development and application of fully absorbed manufacturing rates, as well as detailed variance analysis against standard costs. • Will learn our manufacturing ERP system • Assist in maintaining bill of materials and product costing data in ERP system • Proactively evaluate and recommend productivity improvements using either financial or non-financial KPI's • Development and support of reliable internal control processes and procedures • Timely and accurate completion of assigned monthly closing processes • Responsible for preparing and delivering daily, weekly, and monthly reporting of key analytical metrics • Actively participate in financial planning, annual budgeting, and forecasting processes • Provides analytics that anticipate change and drive proactive decision-making processes • Assist Division Controller in management of capital planning, approval process and ROI tracking • Ability to work cross functionally with leadership across plant and other business units Requirements: • Pursuing Bachelor's degree in finance or accounting or relevant work experience • Intern in manufacturing accounting experience a plus • Previous experience or exposure in auditing, cost accounting or process improvement is a positive • Highly motivated and results driven • Excellent communication skills • Solid MS Office Skills: MS Excel, PowerPoint, and Technical Writing Skills f you are interested in joining the?American Plastics?team and want to work in a fast-paced, progressive environment, we want to hear from you. ?We offer a competitive salary and 401k match for our interns.

Hours: 40 Pay Details: $24.00 - $33.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor Support Specialist acts as a point of client contact accountable to serve the needs of clients in the mass affluent segment. The role serves as the primary administrative and service support for the Financial Advisors (FAs) and their clients. The Financial Advisor Support Specialist supports the FA team and provides consistent and accurate administrative and service support. Depth & Scope: * Demonstrates a commitment to being customer-centric by ensuring a legendary service is provided during every customer interaction to maximize retention and growth * Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery leading to a truly exceptional Client Experience, completion of all requisite client profiling documents * May handle financial transactions such as, but not limited to, the collection, maintenance, re-investment (i.e., sweeps) and disbursement of funds as well as account transfers * Executes in a manner that is compliant with regulations, policies and procedures * Adheres to all federal, state, SRO regulations and Firm policies related to all business activities. (e.g. OCC, SEC, FINRA etc.) * Ensures all Continuing Education requirements are attained * Responsible for understanding and adhering to TD Wealth AML/ATF Policies and Procedures * Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures * Contributes to a positive and constructive work environment with a focus on supporting the overall Wealth team * Contributes individually and as a team member, to ensure strong performance, collaboration and enthusiasm that sets TD Wealth apart from our competitors * Represents TD Wealth to the public in a professional manner * Be involved in your community and support TDBG charity and community initiatives Ensures service to external clients and/or internal clients reflects TDBG standards and guiding principles * Through proactive communication (verbal/written), supports the assigned team members in meeting service commitments to clients * Provides consistent and accurate administrative support to assigned team member including filing, report generation, presentation material, written proposals and spreadsheet reporting * May act as a contact for client relationships with regards to account maintenance, portfolio information and cash transfers * Efficiently manages and promptly responds to all incoming enquiries/requests for information independently/or directs to appropriate person or area * Delivers operational excellence * Completes all applicable specialized training * Works independently with minimal supervision * Performs necessary duties to assist assigned team members with all aspects of account administration, retention, specialized services and other responsibilities in accordance within wealth management area of specialization * Maintains various databases and computer systems by entering transactional and other data, updating information as necessary and ensuring data accuracy; creates reports summarizing information as required * Coordinates information flow among internal departments, Clients and others as necessary, communicating procedural and administrative information; forwards and obtains required documents and information as required * May resolve more difficult Client issues, problems, and requests * Guides and directs others as necessary; acts as a specialist resource to support all wealth management areas * Keeps others on the team informed about status of account administration, retention and projects * l Completes assigned administrative/Client service tasks within policy and operating procedures * Identifies opportunities to make referrals to internal business partners * Identifies and recommends technological/process improvements which may improve overall productivity and Client satisfaction Education & Experience: * Associate degree and/or bachelor's degree * 2+ years of related experience (preferably in the financial industry) * A minimum of SIE & Series 99 registration is required; (or ability to obtain within Licensing & Registration Schedule) * Knowledge of investments, banking and credit products preferred * A self-starter; ability to work with minimal supervision * Ability to excel at administration and be exceptionally well organized * Demonstrates considerable initiative in providing a high level of organization * Experience in professional services and with working with affluent clients is required * Knowledge of MSWord, Excel, PowerPoint and working with Contact Management databases is essential * Possesses a reasonable knowledge of investments and has the ability to generate reports pertinent to the management of client investment portfolios, however, prefers to focus on administration in a support role * Demonstrates ability to manage multiple responsibilities and timelines * Proven track record of delivering results and executing with excellence * Excellent written and verbal communication skills * Criminal and financial background investigation is required pursuant to FINRA Rule 3110(e) and successor regulations and financial background investigation is required pursuant to FINRA Rule 3010(e) and successor regulations OCC Language: * This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA * Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA * Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Occasional * International Travel - Never * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Never * Squatting - Occasional * Bending - Occasional * Kneeling - Never * Crawling - Never * Climbing - Never * Reaching overhead - Never * Reaching forward - Occasional * Pushing - Never * Pulling - Never * Twisting - Never * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

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

We are seeking a highly organized and detail-oriented individual to join our team as a Travel Itinerary Planner. As a Travel Itinerary Planner, you will play a vital role in ensuring our customers have an exceptional travel experience. You will be responsible for creating and managing travel itineraries for our clients, making sure every detail is carefully planned out and executed flawlessly. This role requires excellent communication skills, the ability to work under pressure, and a passion for providing exceptional customer service. Responsibilities Collaborate with clients to understand their travel preferences and requirements Research and book flights, accommodations, transportation, and other travel-related services Create customized itineraries based on client preferences and budget constraints Coordinate with travel suppliers and service providers to secure bookings Ensure all necessary travel documents and visas are obtained prior to departure Communicate travel itineraries to clients and provide assistance with any changes or updates Monitor travel trends and updates in the industry to provide up-to-date information to clients Provide exceptional customer service and promptly resolve any travel-related issues Requirements Proven experience as a Travel Planner or similar role; preferred Strong knowledge of travel booking systems and online travel agencies Excellent communication and interpersonal skills Exceptional attention to detail and strong organizational skills Ability to work effectively in a fast-paced and deadline-driven environment Proficiency in computer skills and systems Strong problem-solving abilities and the ability to remain calm under pressure Knowledge of different cultures, customs, and travel destinations Benefits: Travel Perks Flexible Schedule

Job DescriptionDescription: What to expect: Part-time internship between 15-20 hours a week Flexible work schedule In-depth agency exposure through job shadowing opportunities Company trainings The Finance Intern will support the Business Services & Finance team in the development of various tasks, including but not limited to: Assist with invoicing and auditing; prepare materials to send to prospective/existing clients; manage administrative jobs. Assist in financial modeling and forecasting Conduct market research and obtain quotes from vendors/suppliers. Support preparation of monthly financial reports Analyze budgets and cost structures Help with data entry, reconciliation, and documentation Requirements: Currently pursuing a Bachelor's degree in Finance, Accounting, Economics, or related field Excellent organizational skills Strong analytical and quantitative skills Desire to learn and grow Proficiency in Microsoft Excel Attention to detail and ability to manage multiple tasks simultaneously Excellent written and verbal communication skills