Finance analyst jobs in Lubbock, TX

Description We are looking for an experienced Controller to oversee financial operations for a manufacturing organization in Lubbock, Texas. This role requires expertise in managing accounting processes and ensuring the accuracy of financial records. The ideal candidate will demonstrate strong analytical skills and attention to detail while managing key financial functions such as accounts payable, accounts receivable, and bank reconciliations. Responsibilities: - Oversee the accounting close process to ensure timely and accurate reporting. - Manage and monitor accounts payable to maintain vendor relationships and payment schedules. - Supervise accounts receivable operations, including invoicing and collections. - Conduct regular reconciliation of bank statements to ensure financial accuracy. - Prepare detailed financial reports and statements for management review. - Implement and maintain internal controls to safeguard financial assets. - Analyze financial data to identify trends and recommend strategic actions. - Collaborate with auditors to ensure compliance with regulatory requirements. - Lead efforts to streamline accounting processes for improved efficiency. Requirements - Associate degree in accounting, finance, or a related field. - Proven experience in managing the accounting close process. - Expertise in reconciling bank statements with accuracy. - Strong knowledge of accounts payable and accounts receivable processes. - Proficiency with accounting software and financial reporting tools. - Exceptional organizational skills and attention to detail. - Ability to analyze and interpret financial data effectively. - Excellent communication skills for collaborating with internal and external stakeholders. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) .

Are you ready to make a significant impact in healthcare finance? Join a dynamic team that thrives on collaboration, innovation, and driving financial results. We are seeking a highly motivated Senior Finance Manager who can bring deep analytical expertise and business insights to help steer our organization toward success. If you're passionate about uncovering value, solving complex financial challenges, and influencing business decisions, this is your opportunity to lead and excel in an environment committed to whole-person care and mutual respect. Key Responsibilities: Provide critical financial insights that shape key business decisions and drive organizational success. Understand the core drivers behind financial results to uncover opportunities for impact. Proactively identify problems, offer solutions, and navigate through ambiguity. Use data-driven insights to inform resource allocation and influence decision-making. Be a key player in developing strategies that align with the hospital's financial goals Required Qualifications: Bachelor's Degree in Accounting, Finance, or a closely related field. It is an onsite role so daily attendance at their location in Lubbock, TX is needed 8+ years of related finance experience, preferably in a professional services or healthcare environments. Masters Degree in Finance, Accounting, or a related field is preferred. Any professional financial/accounting certifications i.e. CPA, HFMS, or FACHE are highly desirable. If you're ready to take your career to the next level and be a part of a team that values your contributions, apply today!

PlainsCapital Bank is seeking to hire a Treasury Management Sales Analyst. The Treasury Management Sales Analyst works closely with a team of Treasury Management Officers to grow treasury management revenue and manage risk associated with treasury management products. Responsible for assistance with building proposals and relationship reviews as well as reviewing retail sales referrals in order to grow revenue. Assists in managing the treasury management exposure process in order to ensure risk is properly monitored and approved. Works closely with a host of internal partners to ensure a customer experience beyond expectations throughout the life of the relationship.

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

Must be located in West Texas New York Life is a Fortune 100 company and the largest mutual life insurance company in the United States. With a legacy spanning over 175 years, we are dedicated to providing life insurance, retirement income, investments, and long-term care insurance to families and communities across the nation. Comprehensive Product Suite Enhance client offerings with: Life insurance, annuities, long-term care, and disability insurance Investment solutions through NYLIFE Securities LLC (FINRA/SIPC) Advisory services via Eagle Strategies LLC, a Registered Investment Adviser Group health and business solutions through sponsored marketing agreements Advanced Planning Group support for complex and high-net-worth cases Growth and Support for Seasoned Professionals We invest in your continued success: No competition from internal teams, 100% support Specialization paths in advanced markets: retirement, estate, business, and wealth planning Continuing education, study groups, mentorships, and peer collaboration Incentive programs, recognition, and development trips for top producers Compensation and Benefits Your income reflects your performance: In 2023, agents under our N8 and N9 contracts who met minimum production averaged $117,359; the top 50 averaged $1.68M Full-time eligible agents enjoy comprehensive benefits: medical, dental, vision, 401(k), and pension If you're ready to take your career to the next level while making a difference in people's lives, we invite you to apply with New York Life today! New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/General Identity Develop and implement comprehensive financial plans tailored to clients' needs and goals. Conduct a thorough financial analysis and provide insights on investment management and cash flow. Advise clients on estate planning, tax strategies, and wealth management options. Utilize financial software to track and manage client portfolios effectively. Build and maintain strong customer relationships through excellent communication and service. Stay updated on financial regulations and market trends to provide informed advice. Requirements: Bachelor's degree in finance, business, or a related field is preferred. Strong understanding of financial concepts and investment strategies. Proven sales experience with a focus on customer service excellence. Ability to analyze financial data and provide actionable insights. Excellent communication skills, both verbal and written. Familiarity with financial software tools is a plus.

Who we are With its A.I.-powered robotic technology platform, Symbotic is changing the way consumer goods move through the supply chain. Intelligent software orchestrates advanced robots in a high-density, end-to-end system - reinventing warehouse automation for increased efficiency, speed and flexibility. We want to learn from you! Our teams at Symbotic value the early career talent that helps us solve critical issues in creative and innovative ways. That is why we offer internship and co-op programs where students have the opportunity to work alongside industry professionals on some of our most pivotal projects. We invite students from institutions across the country to apply online or engage with our teams on campus at career fairs and other events. Symbotic offers an extensive calendar of events including lunch and learns, social outings, and volunteer opportunities for our interns and co-ops to engage in. The summer intern session is a 12-week, full-time (40 hours Monday-Friday) program while the co-op cohorts typically run 16-weeks in the Spring and Fall. In both programs, students are paid a competitive hourly rate. Continue reading to learn more about this exciting opportunity! What we need Symbotic is seeking an Intern-System Field Analyst to help play a critical role in driving optimal site performance from "go-live" through to the final customer acceptance stage. System Field Analyst Intern will be responsible for assisting with conducting in-depth system performance analysis, tackling complex operational challenges, and defining and refining processes and procedures. You will work alongside Senior Field Analysts collaborate and other cross-functional teams to diagnose defects, assess root causes, and develop innovative solutions that optimize system functionality and ensure seamless integration with customer expectations. System Field Analysts are a part of the Operations organization that leads preparation and readiness efforts, tasks, and testing to ensure the successful implementation of the Symbotic system at our new customer sites. The Customer Site Deployment organization partners cross functionally and directly with our customers to drive and execute onsite structural and systems deployments, in preparation for final acceptance of the Symbotic system. What you'll do Support analysis of system performance to help improve system efficiency. Assist in identifying and documenting system defects and suggesting improvements. Collaborate with technical and development teams to help develop solutions for system issues. Help manage tickets and documentation using tools like Jira and Confluence and communicate updates with stakeholders. Interpret data, assist with basic analysis, and help generate reports on system performance. What you'll need Pursuing a bachelor's degree in mechanical, electrical, or computer engineering; data analytics or related field. Strong analytical skills, especially in handling and interpreting large data sets with accuracy and attention to detail. Familiarity with Microsoft Excel, SQL, and familiarity with Python is a plus. Strong team player, able to collaborate professionally with engineering and technical teams in a dynamic, rapidly changing environment. Our environment Employees must have a valid driver's license and the ability to drive and/or fly to client and other customer locations. The employee is frequently required to walk and reach with hands and arms. The employee is routinely required to work at heights of up to 45 feet and within restrictive areas of 24 inches. To stand; climb or balance and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 50 pounds. Must comply with all safety requirements and protocols, including without limitation Lock out tag out safety protocols, and fall protection safety protocols. There will be steep stairs to climb into the structure. You may be required to routinely walk up and down stairs to navigate the automation structure. You will regularly be near railings that are high off the ground. Subject to environmental conditions, protection from weather conditions but not necessarily temperature changes. Must be capable of working in temperatures ranging from 105° to 32° Fahrenheit. #LI-Onsite #LI-KK1 About Symbotic Symbotic is an automation technology leader reimagining the supply chain with its end-to-end, AI-powered robotic and software platform. Symbotic reinvents the warehouse as a strategic asset for the world's largest retail, wholesale, and food & beverage companies. Applying next-gen technology, high-density storage and machine learning to solve today's complex distribution challenges, Symbotic enables companies to move goods with unmatched speed, agility, accuracy and efficiency. As the backbone of commerce the Symbotic platform transforms the flow of goods and the economics of supply chain for its customers. For more information, visit ***************** We are a community of innovators, collaborators and pioneers who embrace our differences, because we know unique perspectives make us stronger and smarter. Every perspective matters. We depend on the collective voices of our employees, customers and community to help guide us as we build a better place to work - for you and the world. That's why we're proud to be an equal opportunity employer. We do not discriminate based on race, color, ethnicity, ancestry, religion, sex, national origin, sexual orientation, age, citizenship status, marital status, disability, gender identity, gender expression, veteran status, or genetic information. The base range for this position in the posted location is $25.00 - $32.00 however, base pay offered may vary depending on job-related knowledge, skills, and experience. The compensation package includes medical, dental, vision, disability, 401K, PTO and/or other benefits.

The role of the Financial Consultant Investments is to establish value-added relationships with customers to understand their financial needs and to offer solutions for those needs. ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Prospecting within the financial institution by establishing relationships with other client facing associates in order to generate referrals. This duty is performed weekly, about 20% of the time. 2. Prospect outside the financial institution in order to build external referral sources as well as bringing new clients to the bank. This duty is performed weekly, about 15% of the time. 3. Sell effectively by establishing relationships with customers, determining their needs and offering appropriate solutions in a manner that the customer sees the value, as well as understands the features and benefits of the products offered. This duty is performed daily, about 35% of the time. 4. Engage in customer relationship management activities to increase wallet share per client and seek cross referral opportunities to other associates within the bank. This duty is performed weekly, about 20% of the time. 5. Completes required BSA/AML training and other compliance training as assigned. This duty is performed as needed, about 10% of the time. 6. The ability to work in a constant state of alertness and in a safe manner. 7. Perform any other related duties as required or assigned. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. EDUCATION AND EXPERIENCE Broad knowledge of such fields as accounting, marketing, business administration, finance, etc. Equivalent to a four year college degree, plus 2 years related experience and/or training, and 19 to 23 months related management experience, or equivalent combination of education and experience. COMMUNICATION SKILLS Ability to write reports, business correspondence, and policy/procedure manuals; Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. MATHEMATICAL SKILLS Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to prepare and interpret bar graphs. CRITICAL THINKING SKILLS Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS NASD Series 7- currently maintain or must pass within 90 days NASD Series 66- currently maintain or must pass within 90 days PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS Certified Financial Planner, Certified Financial Analyst or other high level certifications in the investment field. SOFTWARE SKILLS REQUIRED Advanced: Contact Management, Database, Presentation/PowerPoint, Spreadsheet Intermediate: Word Processing/Typing Basic: Accounting WORKING CONDITIONS Somewhat disagreeable working conditions. Continuously exposed to one or two elements such as noise, intermittent standing, walking; and occasional pushing, carrying, or lifting. ENVIRONMENTAL CONDITIONS The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. PHYSICAL ACTIVITIES The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations. Moderate diversity, low physical. Work activities which allow for a moderate amount of diversity in the performance of tasks which are not as varied as those positions with high-level diversity and decision-making. While performing the functions of this job, the employee is continuously required to talk or hear; frequently required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms; and occasionally required to taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision; distance vision; peripheral vision; depth perception; and ability to adjust focus. ADDITIONAL INFORMATION * Must satisfy background check that includes satisfactory NASD record The candidate for this role must have the following interpersonal traits: * Character: Must display traits such as honesty, strong work ethic and be team-oriented * Competence: Must have the relevant product knowledge and required skills to execute the business model outlined above.

Description & Requirements is contingent upon contract award* We are currently seeking qualified and motivated professionals interested in joining our team in support of an upcoming federal contract (pending award). This position will play a key role in delivering high-quality services to our government client and will be contingent upon contract award. As part of this project, you will support a federally funded initiative that provides essential medical readiness services-such as exams, screenings, dental care and preventive care-to individuals in remote or underserved areas. Services are delivered through a network of providers and mobile teams, with remote coordination and scheduling. The program ensures consistent access to care across dispersed populations and contributes to broader public service goals. Per contact requirements, this position is open only to U.S. citizens. Essential Duties and Responsibilities: - Provide direct financial leadership and support for assessing allocation rates, composition of cost pools and for new allocations. - Work with Group and project finance teams to develop, administer, and implement policies, process improvements, methodologies, and cost allocations. - Prepare the annual incurred cost submission in real-time, as each month is closed which includes; confirming the allocations are consistent with the CAS Disclosure Statement, reviewing for unallowable costs, and reconciling the submission to the general ledger. - Receive audit requests (Incurred Cost, project related, Sarbanes-Oxley, DCAA, etc.) and successfully manage them to completion while pulling applicable support documents (e.g., timesheets, invoices, bank records, etc.) - Develop cost impacts for proposed changes to cost accounting practices. - Update the CAS Disclosure Statements for clarifications and changes. - Establish and assures adherence to schedules, work plans, project performance requirements, and deadlines. - Regularly interact with senior management or executive levels on matters concerning government compliance. - Establish operational objectives as well as work plans and delegates assignments to indirect subordinates. - Responsible for creating and maintaining very complex MS Excel spreadsheets including; modeling, formulas, pivot tables, etc. - Provide training as needed to other teams within the organizations related to government compliance. - Other duties as assigned. Minimum Requirements - Bachelor's degree. - 7-10 years experience. EEO Statement Maximus is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information and other legally protected characteristics. Pay Transparency Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. Annual salary is just one component of Maximus's total compensation package. Other rewards may include short- and long-term incentives as well as program-specific awards. Additionally, Maximus provides a variety of benefits to employees, including health insurance coverage, life and disability insurance, a retirement savings plan, paid holidays and paid time off. Compensation ranges may differ based on contract value but will be commensurate with job duties and relevant work experience. An applicant's salary history will not be used in determining compensation. Maximus will comply with regulatory minimum wage rates and exempt salary thresholds in all instances. Accommodations Maximus provides reasonable accommodations to individuals requiring assistance during any phase of the employment process due to a disability, medical condition, or physical or mental impairment. If you require assistance at any stage of the employment process-including accessing job postings, completing assessments, or participating in interviews,-please contact People Operations at **************************. Minimum Salary $ 100,000.00 Maximum Salary $ 125,000.00

Job Description COMPANY PROFILE: AgTexas Farm Credit Services serves and supports approximately 2,600 member/borrowers in areas of lending, insurance sales, appraisal, and/or leasing. Eleven office locations can be found throughout the Association's 43-county trade territory, and the association has an average volume of approximately $3.2 billion. The lending portfolio consists of cotton, livestock, dairy, feed grains, real estate, and ag-related business loans. Additionally, the association territory provides diversity in production and mortgage loans as well as commodities financed. Without strong financial backing farmers and ranchers will not survive, and people will not have food to eat or clothes to wear. AgTexas provides reliable credit and crop insurance to our member-owners, so they can feed and clothe the world. POSITION: The Commercial Portfolio Analyst II position is located in Lubbock, TX with a salary that is negotiable depending upon experience. This position requires knowledge in loan structuring of agribusiness credits, loan participation/syndications and the ability to work with management and staff to ensure prudent credit administration practices are followed. *AgTexas, at its sole discretion, may offer this position with a different title based upon the qualifications of the candidate. MINIMUM EDUCATION AND EXPERIENCE: Bachelor's degree in accounting, finance, agricultural business/economics, business administration, or a related field or equivalent experience and three (3) or more years of experience in credit administration. Strong organizational, analytical, and communication skills required, with the ability to manage multiple priorities and meet deadlines. Must demonstrate sound judgment and exceptional attention to detail. Proficiency in Microsoft Office applications (Excel, Word, Outlook) and general computer operations is essential. RESPONSIBILITIES: Administers Association-wide credit administration tracker which assists in compliance with Association procedures (underwriting standards, etc.) as well as performance on loan covenants. Queries Association electronic loan file repository for items that satisfy outstanding credit administration covenants. Reviews relevant loan files and documents to interpret ongoing credit administration requirements. Works with appropriate staff to cure any errors or conflicts with Association policy and procedure or regulatory requirements. Assists Management in identifying trends and patterns that indicate a breakdown in policy and procedure or opportunities to refine processes for efficiency and accuracy. Assists Credit and Lending and other relevant staff with appropriate application of Association policy and procedure as well as relevant regulatory requirements. Assists Management with development of new initiatives, policies, or procedures. WORKING RELATIONSHIPS: Frequent interaction with customers, Agribusiness, and Association departmental staff and management. Occasional interaction with Farm Credit Bank of Texas staff and loan participants. Occasional interaction with area professionals including real estate agents, commercial bankers, title companies, appraisers and others who deal with the Association in the normal course of business. EOE/AA/M/F/D/V AgTexas FCS is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, national origin, protected veteran status, sexual orientation, gender identity or genetic information. Persons with disabilities who require an accommodation to complete the application process should call our Lubbock office at ************** and ask to speak to one of our HR representatives to request accommodation in the application process. Job Posted by ApplicantPro

Job Details Plainview, TXDescription Responsible for the communication with financial institutions and accuracy of paperwork involved in the purchase of vehicles and F&I products. Essential Functions Contract customers / sell F&I products Make sure accurate paperwork is turned in on time for funding Constant awareness of program changes Communicate with banks (rehash deals, discuss buying structure) Help supervise in all areas of sales Encourage increased sales from the Sales Department Pre-Hire Requirements Valid TX DL and acceptable driving record, acceptable background review and negative drug screen Education and Experience Required High school diploma or the equivalent Basic math, reading and writing skills Apply principles of fractional systems to solve practical problems and deal with a variety of concrete variable in situations where only limited standardization exists. Interpret variety of instructions furnished in written, oral diagrammatic or scheduled form. Strong mental aptitude Strong verbal communication skills Strong personal Initiative Ability to operate a standard transmission vehicle Ability to use a computer and 10 key calculator Responsibility for work of others: instructing, planning work of others, review work, maintaining standards, allocating personnel, assigning new work, acting on employee problems, and coordinating activities Physical Requirements: Frequent standing, bending/stooping/squatting, climbing stairs/ladders, pushing/pulling, grasping/gripping, writing/typing, finger dexterity, driving/operating equipment, hearing, speaking and vision (beyond arms length), able to lift/carry 1-75lbs. Occasionally working in confined spaces, able to lift/carry 75-150+ lbs, lying down, and reaching above shoulders. Working Conditions The employee will work indoors and outdoors in a professional sales environment. While this list is intended to be an accurate reflection of the current job, this is not necessarily an exhaustive list of responsibilities, skills, duties, requirements, efforts, or working conditions associated with the job. The company reserves the right to revise the functions and duties of the job or to require that additional or different tasks be performed when circumstances change (i.e., emergencies, changes in personnel, work load, rush jobs, or technological developments). Be ready and willing to perform additional tasks or duties as needed or requested by management.

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

Serverfarm is a leading developer and operator of data centers with over 750+ locations and key customer relationships in 45 countries. We're revolutionizing how data centers operate across North America, Western Europe, and Israel, serving the world's leading technology and hyperscale companies. With Manulife Investment Management's acquisition in 2023 and our award-winning InCommand platform we're positioned for explosive growth as AI adoption and cloud migration drive unprecedented demand for data center capacity. A career at Serverfarm means being at the forefront of digital infrastructure innovation, where your work directly impacts how the world's data is managed and secured. As we target 4x growth over the next four years, you'll have unprecedented opportunities to take on new challenges, develop cutting-edge skills, and grow your career across our expanding global operations. Join our team of innovators and help shape the future of sustainable data centers while building a career without boundaries. The Financial Planning Analyst will support the Capital Markets and Real Estate teams and work closely with senior team members in Accounting, Operations, Engineering, Marketing, and Sales across the global Serverfarm organization. Experience working in a data center is crucial for this exciting opportunity. The role requires superior analytical skills, as well as a demonstrated ability to collaborate across a diverse range of internal and external stakeholders. You will contribute to the analysis of company financial results, corporate budgeting process, investor and lender reporting, and projection of capital needs. You will support the data center acquisition, development, and asset management functions by providing financial underwriting support and assistance with investment memorandums. You will become an expert using and maintaining the corporate operating financial model and individual and portfolio transaction models.Key Accountabilities Prepare and deliver high-quality presentations for senior executives, board of directors, and business partners Provide analyses to assist with strategic decisions Assist in evaluation and implementation of capital projects and strategic initiatives by performing analyses such as ROI, market sizing, benchmarking, etc. Become an expert in the Serverfarm corporate operating model and acquisition model Create financial models for scenario analysis regarding potential business decisions Perform continuous market research of global data center providers and create market profiles Assist in the coordination of due diligence meetings and preparation of executive presentations for investors and lenders Perform monthly, quarterly, and annual reporting obligations and seek process improvement opportunities to enhance reporting and analytics Author investment memorandums Assist with special financial and business-related studies and partner with other departments in preparing analyses, including financial modeling of business cases Collaborate and coordinate with stakeholders across the company in the development and execution of key projects and initiatives Perform other duties as required Required Skills Experience working within a data center/ critical infrastructure environment is required. Bachelor's degree in finance, Accounting, Economics, or a related field. Strong background in financial modeling, budgeting, and forecasting. Experience with capital-intensive industries or energy-related financial analysis is an advantage. Advanced proficiency in Microsoft Excel, including financial modeling and data analysis. Experience with financial software such as SAP, Oracle, Hyperion, or similar platforms. Knowledge of business intelligence tools (e.g., Tableau, Power BI) for data visualization and reporting. Strong analytical and problem-solving skills. Excellent communication and presentation skills, with the ability to explain complex financial concepts to non-financial stakeholders. Detail-oriented with the ability to manage multiple priorities and deadlines. Collaborative and team-oriented mindset, with strong interpersonal skills. Preferred Skills MBA or CPA certification is a plus. 3+ years of experience in financial planning and analysis, preferably within the data center, technology, or infrastructure industries. Serverfarm is committed to providing an equal opportunity workplace and offers paid time off, paid holidays, 401k and FULL coverage medical, dental and vision. Our compensation philosophy rewards employees for achieving the values and objectives aligned with the company's goals and strategic initiatives. The listed salary range for this position is an estimate based on the competitive job market. Final compensation will be based on your own individual skills, experience, and location. The above statements are intended to describe the general nature and level of work being performed in this role. They are not intended to serve as an exhaustive list of all possible responsibilities and duties. We encourage you to apply even if your experience isn't an exact match to the . The listed salary range for this position is an estimate based on the competitive job market. Final compensation will be based on your own individual skills, experience, and location. The above statements are intended to describe the general nature and level of work being performed in this role. They are not intended to serve as an exhaustive list of all possible responsibilities and duties. We encourage you to apply even if your experience isn't an exact match to the job description.

The role of the Financial Consultant Investments is to establish value-added relationships with customers to understand their financial needs and to offer solutions for those needs. ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Prospecting within the financial institution by establishing relationships with other client facing associates in order to generate referrals. This duty is performed weekly, about 20% of the time. 2. Prospect outside the financial institution in order to build external referral sources as well as bringing new clients to the bank. This duty is performed weekly, about 15% of the time. 3. Sell effectively by establishing relationships with customers, determining their needs and offering appropriate solutions in a manner that the customer sees the value, as well as understands the features and benefits of the products offered. This duty is performed daily, about 35% of the time. 4. Engage in customer relationship management activities to increase wallet share per client and seek cross referral opportunities to other associates within the bank. This duty is performed weekly, about 20% of the time. 5. Completes required BSA/AML training and other compliance training as assigned. This duty is performed as needed, about 10% of the time. 6. The ability to work in a constant state of alertness and in a safe manner. 7. Perform any other related duties as required or assigned. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. EDUCATION AND EXPERIENCE Broad knowledge of such fields as accounting, marketing, business administration, finance, etc. Equivalent to a four year college degree, plus 2 years related experience and/or training, and 19 to 23 months related management experience, or equivalent combination of education and experience. COMMUNICATION SKILLS Ability to write reports, business correspondence, and policy/procedure manuals; Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. MATHEMATICAL SKILLS Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to prepare and interpret bar graphs. CRITICAL THINKING SKILLS Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS NASD Series 7- currently maintain or must pass within 90 days NASD Series 66- currently maintain or must pass within 90 days PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS Certified Financial Planner, Certified Financial Analyst or other high level certifications in the investment field. SOFTWARE SKILLS REQUIRED Advanced: Contact Management, Database, Presentation/PowerPoint, Spreadsheet Intermediate: Word Processing/Typing Basic: Accounting WORKING CONDITIONS Somewhat disagreeable working conditions. Continuously exposed to one or two elements such as noise, intermittent standing, walking; and occasional pushing, carrying, or lifting. ENVIRONMENTAL CONDITIONS The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. PHYSICAL ACTIVITIES The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations. Moderate diversity, low physical. Work activities which allow for a moderate amount of diversity in the performance of tasks which are not as varied as those positions with high-level diversity and decision-making. While performing the functions of this job, the employee is continuously required to talk or hear; frequently required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms; and occasionally required to taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision; distance vision; peripheral vision; depth perception; and ability to adjust focus. ADDITIONAL INFORMATION -Must satisfy background check that includes satisfactory NASD record The candidate for this role must have the following interpersonal traits: -Character: Must display traits such as honesty, strong work ethic and be team-oriented -Competence: Must have the relevant product knowledge and required skills to execute the business model outlined above.

**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

* Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed* 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 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! Work Schedule Monday-Friday, plus some Saturdays as Required Sample Schedule: 8am-5pm, 9am-6pm, etc Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: * Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and engages potential new clients through referrals or financial center clientele * Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. * Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. * Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Sets and accomplishes goals, achieving whatever you put your mind to. * Builds and nurtures strong relationships. * Collaborates effectively with others to get things done. * Communicates effectively and confidently and is comfortable engaging all clients. * Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. * Likes to learn, adapts to new information and seeks the right solutions for clients. * Efficiently manages your time and capacity. * Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: * Strong computer skills with an ability to multitask in a demanding environment. * At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written Communications * Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed* Shift: 1st shift (United States of America) Hours Per Week: 40

Information Job Title Financial Aid Advisor Department LEVL - Financial Aid Employment Status FT Full-Time Full Time/Part Time Full Time Benefits Yes Months per Year 12 Job Description SUMMARY: The primary function of this position is to assist students by phone in obtaining the financial aid for which they are eligible. This position is at the Levelland Campus Financial Aid Office. ESSENTIAL DUTIES AND RESPONSIBILITIES: 1. Provide exceptional customer service by phone, email and in person. 2. Provide students with information on Federal and State financial assistance. 3. Assist students/parents in submitting documentation needed to complete the financial aid process. 4. Assist with the registration process, including pre-registration and late registration. 5. Assist with orientations and presentations. 6. Other duties as assigned by the Customer Service Coordinator and/or the Director of Financial Aid. SUPERVISORY RESPONSIBILITIES: Supervise work-study students. LANGUAGE SKILLS: Ability to read and comprehend policies and procedures directives and correspondence pertaining to financial aid programs. Ability to read and comprehend policies and procedures pertaining to personnel, technical procedures, and governmental regulations. Ability to effectively present information in one-to-one and small groups situations. Ability to effectively present information and respond to questions from faculty, students and general public. Ability to write routine job-related correspondence as well as prepare reports on the operations of the office. MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, percentages and decimals. REASONING ABILITY: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee frequently is required to walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee is occasionally required to stand and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is moderate. Qualifications EDUCATION/EXPERIENCE: High School diploma or equivalent is required, Associate's degree preferred. Previous experience in higher education is desirable. COMPUTER SKILLS: Computer skills including knowledge of current Microsoft Windows Operating Systems and Microsoft Office Suites. Must have the ability to learn new software with ease. Word processing and database management skills a necessity. Posting Detail Information Posting Number S6152019-P Number of Vacancies 1 Desired Start Date 01/26/2026 Position End Date (if temporary) Open Date Application Review Date 01/22/2021 Open Until Filled Yes Special Instructions Summary Quick Link for Internal Postings ******************************************************** Supplemental Questions

Are you a motivated people person looking for the chance to break into a new industry? If the answer is “yes”, we are looking for you! Jump-start your career by joining our growing team as an entry-level insurance agent. Candidates with strong interpersonal communication skills will hit the ground running to facilitate insurance sales among new and prospective clients. Job seekers must have strong organization skills, attention to detail, and an enthusiastic approach to customer service. If you're interested in an exciting opportunity to become a top-notch insurance sales representative, please apply today! Discuss financial concerns and needs with potential clients identified during the prospecting process Develop and employ marketing and business plans Ensure effective insurance, retirement, and business planning education through an array of service offerings, including high-quality insurance, fixed annuities, long-term care insurance, securities, investments, and more Improve your professional skills and knowledge through the New York Life training curriculum Secure optional licenses for selling securities and investment products for wealth management and advanced planning High school diploma required; bachelor's degree a plus Sales experience preferred - enterprising mindset Strong communication skills, both written and verbal Desire to help others Strong business acumen Perseverance in the face of a challenge Ability to engage your community and leverage personal networks/contacts

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP ) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

Serverfarm is a leading developer and operator of data centers with over 750+ locations and key customer relationships in 45 countries. We're revolutionizing how data centers operate across North America, Western Europe, and Israel, serving the world's leading technology and hyperscale companies. With Manulife Investment Management's acquisition in 2023 and our award-winning InCommand platform we're positioned for explosive growth as AI adoption and cloud migration drive unprecedented demand for data center capacity. A career at Serverfarm means being at the forefront of digital infrastructure innovation, where your work directly impacts how the world's data is managed and secured. As we target 4x growth over the next four years, you'll have unprecedented opportunities to take on new challenges, develop cutting-edge skills, and grow your career across our expanding global operations. Join our team of innovators and help shape the future of sustainable data centers while building a career without boundaries. The Financial Planning Analyst will support the Capital Markets and Real Estate teams and work closely with senior team members in Accounting, Operations, Engineering, Marketing, and Sales across the global Serverfarm organization. Experience working in a data center is crucial for this exciting opportunity. The role requires superior analytical skills, as well as a demonstrated ability to collaborate across a diverse range of internal and external stakeholders. You will contribute to the analysis of company financial results, corporate budgeting process, investor and lender reporting, and projection of capital needs. You will support the data center acquisition, development, and asset management functions by providing financial underwriting support and assistance with investment memorandums. You will become an expert using and maintaining the corporate operating financial model and individual and portfolio transaction models.Key Accountabilities Prepare and deliver high-quality presentations for senior executives, board of directors, and business partners Provide analyses to assist with strategic decisions Assist in evaluation and implementation of capital projects and strategic initiatives by performing analyses such as ROI, market sizing, benchmarking, etc. Become an expert in the Serverfarm corporate operating model and acquisition model Create financial models for scenario analysis regarding potential business decisions Perform continuous market research of global data center providers and create market profiles Assist in the coordination of due diligence meetings and preparation of executive presentations for investors and lenders Perform monthly, quarterly, and annual reporting obligations and seek process improvement opportunities to enhance reporting and analytics Author investment memorandums Assist with special financial and business-related studies and partner with other departments in preparing analyses, including financial modeling of business cases Collaborate and coordinate with stakeholders across the company in the development and execution of key projects and initiatives Perform other duties as required Required Skills Experience working within a data center/ critical infrastructure environment is required. Bachelor's degree in finance, Accounting, Economics, or a related field. Strong background in financial modeling, budgeting, and forecasting. Experience with capital-intensive industries or energy-related financial analysis is an advantage. Advanced proficiency in Microsoft Excel, including financial modeling and data analysis. Experience with financial software such as SAP, Oracle, Hyperion, or similar platforms. Knowledge of business intelligence tools (e.g., Tableau, Power BI) for data visualization and reporting. Strong analytical and problem-solving skills. Excellent communication and presentation skills, with the ability to explain complex financial concepts to non-financial stakeholders. Detail-oriented with the ability to manage multiple priorities and deadlines. Collaborative and team-oriented mindset, with strong interpersonal skills. Preferred Skills MBA or CPA certification is a plus. 3+ years of experience in financial planning and analysis, preferably within the data center, technology, or infrastructure industries. Serverfarm is committed to providing an equal opportunity workplace and offers paid time off, paid holidays, 401k and FULL coverage medical, dental and vision. Our compensation philosophy rewards employees for achieving the values and objectives aligned with the company's goals and strategic initiatives. The listed salary range for this position is an estimate based on the competitive job market. Final compensation will be based on your own individual skills, experience, and location. The above statements are intended to describe the general nature and level of work being performed in this role. They are not intended to serve as an exhaustive list of all possible responsibilities and duties. We encourage you to apply even if your experience isn't an exact match to the . The listed salary range for this position is an estimate based on the competitive job market. Final compensation will be based on your own individual skills, experience, and location. The above statements are intended to describe the general nature and level of work being performed in this role. They are not intended to serve as an exhaustive list of all possible responsibilities and duties. We encourage you to apply even if your experience isn't an exact match to the job description. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.