Finance Assistance Advisor remote jobs

This iconic Australian brand has stayed true to its original vision: sophisticated femininity, a passion for detail and a love of colour and print. Sisters Nicky and Simone ZIMMERMANN founded their namesake brand in Sydney in 1991. Early in its evolution, ZIMMERMANN took the bold step of fusing fashion with swimwear and presented it to the world. It immediately found its following with the fashion elite, creating a new point of reference in flattering, feminine and stylish swimwear. While the swimsuit thrust ZIMMERMANN on to the international stage, it has been its optimistic, feminine and consistently desirable collections across its ready-to-wear and resort that have propelled it to greater global appeal. While based at home in Sydney, ZIMMERMANN present their ready-to-wear collections each season at Paris Fashion Week. Working with the highly acclaimed designer and long-time collaborator, Don McQualter, ZIMMERMANN maintains a number of stand-alone stores across Australia, UK & Europe, China, The US, and the Middle East. Position Purpose As a Client Advisor with Zimmermann, you will be a passionate brand ambassador, creating lasting memories for our clients. You will demonstrate exceptional client service, brand and product knowledge and relationship building skills to achieve the expectations of Zimmermann's global vision. Working within a dynamic and collaborative team culture, you will align yourself with Zimmermann's core values of integrity, creativity and passion. Role Responsibilities · Achieving sales targets and store KPI's whilst upholding Zimmermann's brand standards including store and visual presentation, stock and inventory · To ensure that an exemplary standard of client service is provided to Zimmermann's clientele in line with the brand's global vision. · Acquire and grow the Zimmermann client database through engaging and maintaining professional client relationships. · Ensure that a consistently high standard of visual presentation is achieved and reflective of the brand directives. · Have a thorough understanding of company policy and procedure relating to store operations, stock and loss prevention. · Engaging in team training and development initiatives including product and brand knowledge, sustainability, diversity and Work Health Safety. About You · Capability and drive to reach KPIs and Sales Targets · Demonstrates professionalism, optimism and team orientated approach. · Exceptional communication and interpersonal skills · Previous sales experience in luxury designer fashion · A passionate brand ambassador who embodies the Zimmermann values · Ability to cultivate Zimmermann's brand loyalty though positive client interactions. · Detailed orientated · Excellent organisational skills and problem-solving ability · A passion for exceeding customer expectations · Ability to build ongoing rapport with clientele · Ability to work independently and as part of a team Why join our team? · Bespoke career development plans and access to strong mentors and industry leaders. · Opportunity to grow within an Australian luxury fashion brand with opportunities to work globally. · Competitive package, seasonal uniforming and team member discount · Be part of a responsible fashion house with a focus in leading in sustainability Compensation Zimmermann utilizes the advertised salary and hourly range as a benchmark to offer candidates competitive compensation in the market. This approach also allows for flexibility to account for differing levels of experience and to reward both performance and tenure. Although the published salary range is a genuine estimate of the intended hourly pay for the role, Zimmermann maintains the discretion to offer compensation outside the specified range. In addition to hourly pay, Client Advisors are also eligible for commission on all sales. At Zimmermann, we believe in rewarding excellence. Our Client Advisor commission structure is designed to motivate and recognize your contributions to both personal and store sales performance. You'll earn a competitive commission on all personal sales for the month, providing you with the opportunity to significantly enhance your earnings based on your success. Diversity Statement Zimmermann is an equal opportunity employer and considers all applicants for employment on the basis of their individual capabilities and qualifications ensuring a strong corporate commitment to diversity and inclusion. If you have any support or access requirements, we encourage you to advise us at time of application to assist you through the recruitment process

About Us: ProShares has been at the forefront of the ETF revolution since 2006. ProShares now offers one of the largest lineups of ETFs, with over $85 billion in assets. The company is a leader in strategies such as crypto-linked, dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns. Position Summary: The Senior Investment Consultant will be responsible for the distribution of all ProShares strategic product offerings through institutional relationships which include Registered Investment Advisors ('RIA"), Bank Trust and Single and Multi-Family Offices. The ideal candidate will develop and evolve a business strategy to optimize the entire client lifecycle (prospecting to final presentations) and maintain a service model for new and existing relationships. This individual should demonstrate a strong knowledge of the competitive landscape, financial markets, industry trends and ProShares products and services. The role will be expected to travel within an assigned territory to conduct office presentations, client meetings and one-on-one meetings. The role is a fast-paced, highly competitive, client-facing sales role that is rewarded based upon consistent, superior results. Additionally, as the role is an extension of ProShares brand with key clients, the Senior Investment Consultant should seek to represent the company through consistent displays of the firm's strong values and ethical behavior. Key Responsibilities [1] : 50% of time: Develop and maintain profitable, productive relationships with RIAs, family offices and other institutional segments within the assigned territory to capture sales and increase market share. Proactively seek and support the development of new initiatives within assigned territory to enhance the firm's success and market presence while meeting annual sales goals. 25% of time: Conduct one-on-one meetings, group presentations and client meetings/events which involve travel. Deliver high-quality product knowledge, consultative sales approach and guiding the implementation of the sale with RIA & Family Office clients to grow assets within the strategic product range of ETFs. 10% of time: Develop solid working relationships with the field sales team through regular communication, on-going mentorship, training and delegation of responsibilities to ensure proper coverage of this important segment of clients. 10% of time: Understand and articulate capital market dynamics, complex product structures, and competitor ETF products. Provide the proper after-sales support and reporting to keep existing clients informed. 5% of time: Capture field activity and sales related data in CRM System and effectively manage firm resources, which includes travel expenses, entertainment and client support budgets. Qualifications: 10+ years of relevant work experience in the investment management industry, with experience in institutional relationship management, business development and financial services sales Strong academic background with advanced degree, and/or a professional designation such as a CFA. Must have established RIA and/or Family office contacts with established relationships across the wider institutional channel (such as endowments, foundations, Taft Hartley plans, other asset managers and OCIO service providers) Strong ability to drive client engagement process, recommend and execute within tight deadlines. Experience with exchange traded funds, mutual funds and/or interval funds Broad investment acumen, knowledge of capital markets, the asset management industry and product offerings The compensation for this position includes salary and incentive pay. The annual base salary range for this role is $175,000-$200,000 (USD), which does not include discretionary bonus compensation. Total compensation may vary based on experience, role, location, department, and individual performance. Our Benefits: Competitive pay and discretionary bonus Paid time off Health care benefits (medical, dental & vision) Additional insurance includes basic life, accidental death and dismemberment, supplemental life, disability and legal benefit 401(k) retirement plan with matching contribution Spending Accounts (Health Care, Dependent Care, and Transportation) Wellness Programs (fitness reimbursement, Employee Assistance Program) Education assistance Hybrid work schedule Additional Programs include peer recognition, corporate matching gift [1] These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required of this job. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions . Additional privacy information for CA residents EOE STATEMENT ProShare Advisors LLC and its affiliates are equal opportunity employers and do not discriminate against otherwise qualified applicants on the basis of age, race, color, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), marital or family status, national origin, ancestry, physical or mental disability, mental condition, veteran status, sexual orientation, gender identity, genetic information, or any other characteristic protected by applicable law.

We are looking to rapidly expand, providing the perfect opportunity to work from home. This position is for an Entry level financial consultant (part-time or full-time) . Industry demand is at an all-time high due to current times. Our firm believes in taking on an educational approach to finances and delivering our expertise to people from all walks of life. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help. Financial professionals were recently ranked as the #1 growing career by the U.S. Department of Labor. This is an opportunity for individuals who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions. There is no experience needed for this position. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game-plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, and insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. Our Company Offers: Flexible schedule Part-Time and Full-Time Positions Available Exciting Work Environment Unlimited Growth Potential Work From Home Key Responsibilities: Study, Learn, and execute with on-the-job training Shadow client meetings, plan designs and presentations Analyze client financials to determine their needs and risk tolerance Review available options for clients Recommend which areas or services fit the client's need Participate in marketing and expansion strategies Qualifications: Minimum 18 years of age Legal U.S. Resident, Citizen, or Work Permit with SSN Soft background check required Able to complete licensing requirements within 30 days Entrepreneurial spirit is key. Preferred Qualities: We are looking for individuals that have the following qualities and mindset: Honesty and integrity are characteristics you live by. You value and believe in our mission and cause. You are constantly looking for personal growth. You are a leader or want to learn to lead. You are a self-starter and goal-oriented You can work independently and work well as a team player Income Model: 100% COMMISSION INCOME Residual income per annual client contract anniversary Passive income base for agency development Equity asset and full business ownership Bonuses Do not apply if you are looking for a punch-in punch-out type of job. This can be an uncapped part-time opportunity for those looking for an additional source of income. Powered by JazzHR Compensation details: 82000-125000 Yearly Salary PI1d951524d52d-31181-38230194 RequiredPreferredJob Industries Other

*INVESTMENT CONSULTANT - Remote based in CO* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Royal Bank of Canada (RBC) Rochdale and to communicate and meet high net worth investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management. WHAT WILL YOU DO? * Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to RBC Rochdale. * Ensure that Independent Financial Advisors are kept abreast of firm and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications. * Facilitate and conduct individual meetings and presentations in assigned territory. * Generate new assets to the firm using a highly professional consultative sales approach. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree * Minimum 5 years of financial experience preferably in Investment Management * 2 years of experience in the High Net Worth or Ultra High Net Market markets * 2 + years delivering formal client presentations * FINRA Series 7 and 63 or 66 licenses * Ability to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly competitive and goal-oriented * A focus on sales and new business development * Masters Degree preferred * Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience. * Experience in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues. * Prior success in the HNW or UHNW market * Excellent communication skills * Self-motivated and self-disciplined * Strategic thinker, able to assess and recommend a course of action * Highest level of both personal and professional demeanor and ethical behavior *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-DN1 \#CA-DN1

Job Responsibilities: Meet with clients to review their existing financial situation and to establish the client/planner relationship. Analyze the client's investment portfolio and recommend an asset allocation and specific plan to meet established objectives. Develop, recommend and implement an investment strategy suggesting specific investments and insurance products, for client approval, including separately managed investment accounts, mutual funds, annuities, equities, fixed income investments, corporate and tax-exempt bonds, life insurance, etc. Collaborate to create a team environment and to meet clients needs. Generate additional referrals from personal networking, seminars, and presentations to community groups Keeps abreast of new planning tools, products, and resources, changing regulations and professional standards Understanding and complying with all aspects of Cetera policies and practices, including laws and regulations governing the duties and responsibilities of investment sales. Maintaining all necessary licenses and registrations as required, including completing all mandatory training and industry-related continuing education in a timely manner. Exceed client expectations in terms of accuracy, efficiency, courtesy, and professionalism. Qualifications: FINRA Series 7 and 63 State Life & Health Insurance license Strong sales, marketing, and business development skills 2+ years of sales experience and/or financial services experience. Experience within financial institutions is preferred. Exceptional interpersonal and relationship building skills Bachelor's degree or equivalent in accounting, finance, or related field of study Experience: Financial institutions: 1 year Sales and/or financial services: 2 years Education: Bachelor's degree or equivalent in Financial Planning, Accounting, Sales or Finance Privacy I understand that I am about to apply for employment at Cetera Financial Group and that I will be asked to provide certain types of personal information as well as other information with respect to my work experience, educational background and the position that I am interested in. I understand that Cetera Investors gathers this information through a third-party service provider, Cetera Financial Group may also use other service providers to assist in the application process. I understand that the personal information that I provide or any subsequent information that I provide will be used to consider my application for employment and that Cetera Financial Group will retain my application for employment for a reasonable time period in accordance with applicable law. I further understand that if employed my personal information will be used in Cetera Financial Group systems for employment purposes.

Brand & Associates is seeking a passionate and motivated individual to join our team as a Remote Entry-Level Financial Advisor. As an Entry-Level Financial Advisor, you will play a crucial role in providing comprehensive financial guidance and support to our clients, helping them achieve their long-term financial goals. Responsibilities: Conduct thorough financial consultations to assess clients' needs, risk tolerance, and financial goals Develop personalized financial plans tailored to each client's unique circumstances Recommend appropriate investment strategies, insurance products, and other financial solutions Educate clients on financial concepts and strategies to empower them to make informed decisions Maintain regular communication with clients to monitor their progress and make adjustments as needed Generate leads and expand client base through prospecting and networking activities Stay current on industry trends and regulations to ensure compliance and provide the most up-to-date advice Qualifications: Excellent communication and presentation skills to effectively convey complex financial information Strong interpersonal skills to build rapport and trust with clients Ability to work independently and manage time effectively in a remote environment Enthusiasm for the financial services industry and a passion for helping others achieve their financial goals Benefits: Opportunity to work remotely and enjoy a flexible work-life balance Comprehensive training and mentorship to develop your skills and advance your career A collaborative and supportive work environment with a focus on professional development

At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. As a New Client Development Professional in J.P. Morgan Wealth Management, you will spend your day providing an exceptional client experience by understanding and addressing client service needs for our newest J.P. Morgan Wealth Management clients. You will actively engage with prospective clients through a variety of marketing campaign initiatives, identify new investment and advice opportunities, and drive business development. You will help drive business to our Advisors through quality referrals. Job Responsibilities: Leverage a holistic goals-based approach to help clients and prospects uncover investment needs, while focused on delivering an exceptional client experience. Take a proactive approach to identifying solutions Possess an entrepreneurial business spirit with a sense of urgency to get the client directed to the right channel Required qualifications, capabilities, and skills: Must be a current employee of the Service Center or Segmented Services Group to be considered A valid and active Series 7 A valid and active Series 63 or must be obtained within 90 days from start date Solid understanding of financial markets and can effectively simplify complex financial concepts while building rapport and credibility with our clients A “solution-oriented” mindset to work toward best possible outcomes for all client's personalized goals Ability to manage multiple priorities in a fast- paced environment while demonstrating strict attention to detail and remaining client focused Possess exceptional interpersonal communication skills Preferred qualifications, capabilities, and skills: Bachelor's degree preferred or equivalent experience 2 years of relevant financial services or brokerage relationship building experience Additional information: Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days. Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days).

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected. The Senior Financial Planner (“SFP”) will serve as a national financial and tax planning resource across Choreo. The SFP will partner directly with client-facing advisors to support client planning engagements and ongoing relationships. The focus of this role is on building, evaluating, and presenting both comprehensive and ad hoc scenario-based plans that span the full range of wealth planning disciplines. The SFP will cover both client-specific planning and advisor education/enablement. This role will help continue to build a center of excellence for tax-centric planning resources for Choreo advisors nationwide. The Senior Financial Planner will focus on core planning areas including goals-based and retirement planning, cash flow and savings modeling, and annual income and multi-year tax planning. Additional areas of focus include Social Security and Medicare, risk management and insurance, investment planning, education and college funding, philanthropic giving, estate and wealth transfer planning, and business owner planning. The SFP will be the primary contact for all advisory support for these topics for mid-sized, moderately complex clients with the opportunity to partner with the Senior Wealth Strategist on large-sized, complex client relationships. Primary Responsibilities: Serve as a technical planning partner to wealth advisors on active client situations, and at times, join meetings with Choreo advisors, clients, and outside client advisors. Review advisor-drafted financial plans and modeling with advisors and offer insights. Assist advisors in leveraging eMoney and other planning tools (e.g., Holistiplan) across a variety of cases including co-preparation of financial plans and simulations. Respond to advisor planning questions and conduct research on nuanced financial/tax issues. Coordinate closely with Choreo's Senior Wealth Strategist to expand advanced planning initiatives across the firm. Help codify and disseminate best practices in financial and income tax planning across the firm. Help test and evaluate planning software for broader adoption. Develop and deliver internal training on relevant topics. Participate in thought leadership and marketing content development. Support the integration of planning into the broader client experience model across Choreo, and collaborate with the Senior Wealth Strategist to develop the Choreo advanced planning team. Contribute to firm-wide initiatives focused on planning quality, consistency, and innovation. Basic Qualifications: 10+ years' experience working in financial and tax planning with wealth management teams (or a similar role in a CPA firm with significant financial planning and 1040/1041 return preparation experience) CFP or PFS designation (CPA or other advanced tax qualifications are also highly preferred) Experience collaborating with financial advisors and advisory teams Master-level proficiency with eMoney and Holistiplan Experienced leadership skills with the ability to provide effective coaching Proactive problem-solving skills with an entrepreneurial mindset Ability to deliver information and present to clients and larger internal and external groups in public speaking In-depth knowledge of comprehensive financial planning and wealth management disciplines Highly effective communication skills and emotional intelligence Ability to travel throughout the continental U.S., expected between 10-20% as needed Employee Benefits At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer: Competitive salary and bonus plan Competitive medical, dental, and vision plans Basic life and disability coverage 401(k) matching program Financial support for approved designations and courses Technical, leadership, sales training opportunities Unlimited, discretionary time off Paid parental leave Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.

We are a high-growth, forward-thinking Multi-Family Office Advisory Firm. Our clients are visionary entrepreneurs, serial business builders, and executives who demand nothing less than exceptional. And we need Financial Planners that can lead the charge. We are an elite organization and we do complex work, and that's what makes it fun! This isn't just another job. This is an opportunity to build something that matters. We're on a mission to change the way financial planning is done, and we want YOU to help lead that charge. Our clients are on the cutting edge of innovation, and we're looking for someone who's willing to work hard - because the rewards are huge. This firm isn't for everyone. If you're looking for a traditional corporate gig with predictable hours and low stakes, this isn't it. But if you're ready to put in the work, learn from the best, and help build something world-changing, then join us. You get to build a network of centimillionaires who have an aggregate value of $5B, all who call your cellphone first. We are changing the industry and shifting the paradigm. This is a championship team, where you try out every year for your seat. What you will get out of this is five years from now is you'll be semi bulletproof, and you can punch your own ticket wherever you want to go, changing the trajectory of your business and financial life. What Makes This Role Insanely Exciting: Revolutionizing the industry: This isn't just about advising - this is your chance to reshape how top entrepreneurs and business owners think about wealth. You'll lead the financial planning process, driving sophisticated strategies that cover taxes, cash flow, legal, risk management, investing, and more. We don't believe in cookie-cutter solutions. You'll be working on high-level, transformative projects that will make an impact immediately. Work with the best of the best: You're not just working with clients; you're working with visionary entrepreneurs who are pushing the boundaries of what's possible. These clients are ambitious, dynamic, and demand the best from everyone around them. Your insights will directly fuel their growth, success, and legacy. No “boring” clients here. Fully remote, limitless flexibility: This isn't just a remote job - it's designed to give you the flexibility you need to do your best work. Be part of a team that values results. Compensation you control: You won't just be rewarded for your efforts; you'll be recognized for the value you create. With a competitive base salary, aggressive performance bonuses, and generous benefits, your earning potential is sky high. The more you put in, the more you'll get out. What You Need to Bring to the Table: Deep expertise: You've spent 3+ years mastering investment management, wealth management, and financial planning. You know the intricacies of taxes, cash flow, insurance, investments, and everything that comes with advising high-net-worth business owners. You've worked with people who are already successful, and you know how to elevate them even further. Are you mission aligned with changing the lives of entrepreneurs to have a greater impact in the world? Credentials that matter: Whether you're a CFP, CFA, CPA, EA, MBA, ChFC, you've got the credentials to back up your deep knowledge. But more importantly, it's your experience - and your results - that set you apart. Client leadership skills: You're not just an expert - you're a leader. You've managed client relationships and taken ownership of high-impact projects. Do you self-select into hardship? Do you bring a different dimension of thinking? Project management genius: You're a natural at juggling multiple high-stakes projects, keeping everything on track, and turning complex problems into clear, actionable solutions. You thrive under pressure and know how to execute. Tech-forward: You're comfortable with tech tools like Microsoft Office, eMoney, Redtail, and Holistiplan. You understand that technology is a force-multiplier and are quick to adopt new tools that improve client service and team collaboration. What's in It For You? Competitive base salary + bonus driven by your capability: Your compensation is designed to reflect your value. This is a place where what you bring to the table is directly rewarded. Endless growth opportunities: Our firm is growing fast, and we want you to grow with us. From leadership training to career advancement- this is a platform for you to reach your highest potential. Maximize professional & personal life: Enjoy unlimited paid time off (PTO) and the freedom to work remotely. We understand that life is about more than just work - but when you work, we want you to be at your best. Competitive Benefits: Health benefits, 401(k) matching, and more - everything you need to take care of yourself and your loved ones.

This role is for one of our clients We are looking for experienced Personal Financial Advisors to participate in a research project in partnership with one of the world's leading AI organizations. In this role, you will use your professional expertise to design and review occupation-specific questions that reflect the real-world work of financial advisory professionals. Requirements Eligibility Requirements: Minimum of 4+ years of full-time experience as a Personal Financial Advisor. Must be based in the United States, United Kingdom, or Canada. Must have access to a desktop or laptop computer (Chromebooks are not supported). Project Details: Fully remote and asynchronous - work at your own pace and schedule. Minimum commitment of 15 hours per week (actual workload may vary). The project is expected to continue through the end of 2025, with the possibility of extension. Contribute to building AI systems that leverage real-world financial expertise. Compensation & Contract Terms: Competitive hourly pay, determined by your experience and geographic location. ($100-$200per hour) Weekly payments via Stripe Connect, based on logged hours. Engagement structured as an independent contractor on an “at-will” basis. Visa sponsorship (H1-B or STEM OPT) is not available for this role.

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who You'll Work With Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. About the Role Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. Responsibilities You will meet with existing and prospective clients to plan their financial future. Utilize our company-provided technology and tools to improve your operation. You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. To help you get started, we offer you the resources needed to create your own success: Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support Skills and Qualifications High school diploma or GED Ideally, you have 2+ years of experience working as a Financial Advisor. A proven and successful sales track record. You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66. You also have an active state variable life and health license. Work Location This position is currently designated as remote. Estimated Travel May include up to 25% travel. #LI-LR1 #LI-SAFG This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. Employee Assistance Program: Confidential counseling services and resources are available to all employees. Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company

Application Deadline: 12/13/2025 Address: VIRTUAL(U)13 - HomeRes - IL Job Family Group: Wealth Sales & Service This is a 100% remote opportunity! Work Schedule: Monday - Friday, Operating hours are 10 am - 7 pm Central Time (schedule is mostly flexible throughout the week, however you must be available to work the 10-7pm CST shift as needed) Licensed Position : Active Series 7, 66 or 7,63+65 and Life and Health are Required for this role Financial Advisor This role is accountable to invoke trust and build strong client relationships, determine individual investment needs and provide professional, customized advice to ensure client's financial goals are met. You will provide a superior client onboarding experience, actively reviewing client portfolios and preparing and presenting appropriate investment solutions by leveraging various tools provided by the bank. Being the first point of client contact, the Financial Advisor's core mandate is to provide investment recommendations based of client suitability, time frame and goals. The Financial Advisor has the ultimate goal of building and solidifying customer loyalty while deepening client relationships. Customer Understanding financial markets and recognize when to provide clients advice Builds trust and strong customer relationships by educating them on acceptable risks and performance expectations that help them achieve their financial goals. Maintains excellent client relationships and creates customized action plans to assist customers to achieve their financial goals. Investment product subject matter expert (15 product categories) Mutual Funds Annuities Managed Accounts Marked Linked CDs Unit Investment Trust Retirement planning Fee Based Account annual reviews Financial Responsible for the continued growth of the portfolio Meet monthly sales goal Outside Asset Gathering (i.e., prospecting from existing and net new clients) Advice on Maturities Uncovering uninvested opportunities Asset Retention Manage direct client relationships and maintaining a group of clients with total assets of $100MM Risk Adhering to internal and FINRA (Financial Industry Regulatory Authority) Audit requirements The Advisor is to act as the gatekeeper and is responsible for various approvals in order to satisfy industry regulators Financial Advice Investment Reviews Developing Financial Plans Solution Positioning Protecting client Personal Information AML (Anti Money Laundering) Implementing further AML requirements on house and assigned accounts Trading Accuracy Discipline order/confirmation Determine need for the trade Adhere to (BIC) Best Interest Contract for every recommendation Be current and adapting the constantly changing regulatory environment Possess strong knowledge and act as resource on software including LPL's ClientWorks, SalesForce, and Moneyguide-Pro Accountabilities / Decision Making / Scope & Impact Decision Making -- Provide investment recommendations based off client suitability, time frame, and goals Provides wealth and investment-related sales and service to BMO customers or prospects. Understands customer needs to provide wealth and investment advice, strategies, and products in the best interest of the customer. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups. Understanding and ability to explain Cost Basis, Tax documents, IRA (Individual Retirement Account) RMD (Required Minimum Distribution) withdrawals and early withdrawal penalties Attest to client accounts and all regulatory sign offs Influence - Authority to impact Investment Advice in accordance with the BIS offer and applicable securities regulations This role has direct impact on the achievement of key business unit objectives Knowledge and Skills University Degree with a minimum of 3-5 years of financial industry experience Series 7 and 66 or (7, 63 and 65) and insurance licenses (life and health) U4 clear background check requirements Continuing Education - FINRA and BMO administered Why you'll love growing your career here Customizable benefits, and performance bonuses Work in a digitally focused environment where you'll use innovative tools Strengthen your skillsets with access to professional tools, resources, in-depth training and ongoing manager support As North American's eighth largest bank serving customers for 200+ years, connect with thousands of employees to build your professional network and explore more opportunities Salary: $46,000.00 - $85,200.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary The Wealth Enablement Intern will assist the Wealth Management Enablement (WME) team in creating resources and processes that support front-line client-facing employees. This internship offers exposure to training development, knowledge management, and technology adoption initiatives. The intern will contribute to projects that improve advisor onboarding and client experience while learning about enablement strategies in a financial services environment Essential Job Functions Support the development and maintenance of training materials and knowledge resources Assist with content organization and updates in enablement platforms Participate in testing and feedback activities for new processes and technology enhancements Collaborate with team members to identify opportunities for improving resource accessibility and usability Attend team meetings and shadow enablement activities to gain insight into advisor support strategies What You'll Gain Hands-on experience in training content development and knowledge management Exposure to process improvement and technology implementation in wealth management Understanding of enablement strategies that drive advisor productivity and client satisfaction Qualifications Must be enrolled in a Bachelors (as a rising Sophomore, Junior, or Senior) or Master's program Strong attention to detail and organizational skills Proficiency in Microsoft Office Suite and MS Teams Interest in learning about wealth management and client experience Work Schedule 8:00am to 5:00pm local office time Working Conditions Professional office environment. Working inside, sitting, standing. Will be assigned to a workstation. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: Company Paid Basic Life & AD&D Insurance Company Paid Short-Term and Long-Term Disability Insurance Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan. Two comprehensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for child and dependent care. 14 Company Paid Holidays with a full week off at Thanksgiving. Generous paid time off program for vacation and sick days Employee Assistance Plan Family Medical Leave Paid Parental Leave (6 weeks) Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time. Adoption Assistance Reimbursement Program Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more. 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Pet Insurance We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email *****************************. This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: Family and Medical Leave Act (FMLA) Employee Polygraph Protection Act (EPPA) Equal Employment Opportunity (EEO) U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization. E-Verify Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Leaders are critical to the growth of an organization as great teams don't just depend on strategies - they thrive with the right people to drive them. Our management platform affords you the opportunity to have a large-scale impact & help guide others to find their personal success. Equitable Advisors is a leading firm in the wealth management industry with a mission to help people build fulfilling futures grounded in stability, innovative strategies and commitment to our clients. Daily Activities may include * Networking to discover new talent to grow your team * Coaching from your experience & training to develop new Financial Professionals * Collaborating with local leadership to strengthen values, mission and vision * Committing to personal and district goals consistent with branch and company strategy * Supervisory skills ensuring compliance and brand are met * Fostering diverse talent and enabling an inclusive work environment * Teambuilding through culture and events Requirements * Four-year college degree preferred but not required * Complete 12 months as entry level Financial Professional meeting requirements including licensing: State Life and Health, SIE, FINRA Series 7, 66 and have a developed client base * Must pass FINRA Series 24 exam prior to stepping into leadership * Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships * Desire to help others plan for and protect their financial futures * Knowledge of our products & services * High degree of self-confidence but team first attitude * Authorized to work in the United States Training & Support * Leadership Development School * Equitable Advisors' Virtual University * Columbia Holistic Financial Coach Program * Sponsorship for FINRA licensing * Working closely with top leadership thru 1:1 coaching * Joint work and mentorship opportunities * Personalized training and support in all areas important to building your business * Opportunity to earn specialized designations such as Certified Financial Planner (CFP) Compensation & Benefits * Unlimited earning potential and comprehensive benefit plans sponsored by the company: Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable)); 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance * Work-life balance and access to a full suite of remote-work technology solutions Equitable Advisors is a wealth management firm built by advisors for advisors. Dedicated to diversity & inclusion, we make it a priority to cultivate a culture that reflects those efforts. We believe success comes when you have strong support and the tools you need. We look to our advisors to help drive us forward. Bring your voice to influence the growth & direction of this evolving industry! If you are looking to expand your scope of impact with the support of a leading wealth management firm; let's connect! Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE 8204370.1(7/25)(Exp7/29)

JobID: 210675596 JobSchedule: Full time JobShift: : At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion As an Unlicensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry. Job Responsibilities * Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone * Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs * Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transaction * Document all client interactions and meeting all regulatory requirements around these activities Required qualifications, capabilities, and skills * FINRA Securities Industry Essentials (SIE), Series 7 and 63 (or equivalent) must be obtained within 90 days of employment * Strong compliance record in prior position(s) and ability to hold a registration in all 50 states * Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment * Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change * Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships Preferred qualifications, capabilities, and skills * Bachelor's degree preferred or equivalent experience * 2 years of relevant financial services or brokerage experience * Flexibility, self-motivation, coachability, and passionate for helping people * Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base Additional information: * Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days. * Department is open the following hours: Monday-Friday 8 AM - 9 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days).

Help students navigate the financial aid process and reach their educational goals. Take students on a tour of their financial aid options. Guide them through the maze of rules, regulations and other challenges to help realize their educational goals. Explain funding options available to individuals as a financial aid advisor with Colorado Technical University. Our team is committed to making a difference, one amazing student at a time. We invite you to do the same in this exciting role: Financial Aid Advisor Apply your active listening and problem-solving skills to carve a path for new students on their journey through the financial aid process. You will connect via phone, email, and messaging app to determine eligibility for Title IV and other aid sources, and ensure that students have a solid understanding of their document requirements, viable payment options and the borrowing process. What you'll do * Provide an overview of the financial aid process and available programs. * Offer assistance for paperwork, award information, and options available to cover educational expenses. * Evaluate submitted documentation and communicate any additional requirements. * Calculate tuition and financial aid awards based on student schedule and eligibility. * Deliver excellent service while meeting performance metrics. * Ensure compliance with Title IV, state, military, VA and institutional policies. * Review changes to financial aid eligibility throughout each student's degree program. What is required * Ability to understand and apply internal and government policies, procedures and guidelines * Capacity to perform calculations, including gross and net amounts based on percentages * Ability to simplify complex information, communicate options, and answer questions for students * Proficiency in sorting, filtering, finding and adjusting data in spreadsheets and using web-based resources * High school education or equivalent; associate's degree from an institution of higher learning accredited by an agency recognized by the U.S. Department of Education (or international equivalent) preferred * Financial aid experience preferred About Colorado Technical University (CTU) For 55 years, Colorado Technical University (CTU) has helped students fit a real-world education into their busy daily lives. With nearly 80 degree programs and concentrations in which students can pursue a variety of degrees at the associate, bachelor's, master's and doctoral level. CTU provides flexible online classes, accessible through the University's Virtual Campus or the innovative CTU Mobile app. CTU also maintains two ground campus locations in Colorado Springs and Aurora, Colo. With the help of faculty and industry professionals, CTU has awarded over 109,000 degrees to traditional campus and online students since 1965. For more information about CTU, visit *********************

Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Business Development Skills into a Career in Financial Services with Northwestern Mutual - San Francisco! Why Sales Professionals Could Thrive Here: Leverage Your Client-Facing Expertise: Sales experienced individuals excel in building trust, presenting solutions, and guiding decision-making the same skills that drive success in financial services when helping clients navigate important financial choices. Build Long-Term Client Relationships: In sales, closing deals is key, but client relationships often end when the contract is signed. In financial services, you have the opportunity to foster ongoing, lifelong relationships, supporting clients through every stage of their financial journey. See the Tangible Impact of Your Work: Just as youve celebrated the wins of helping clients achieve their business goals, this career allows you to directly see how your guidance improves clients personal and financial well-being both now and for years to come. Unlock Greater Earning Potential: Transitioning into financial services offers a path where performance is rewarded not only with personal satisfaction but often with substantial financial growth and advancement opportunities. Our thriving office is located at: 600 Montgomery Street, Suite 1600, San Francisco, CA 94111 Meet Our Local Team: Giordano Salvetti Financial Advisor/Growth & Development Director: Time with NM: 5 years. Prior Experience: Graduated from Sonoma State University with a degree in Economics. Worked as a representative, selling wine and spirits, and has experience as an intern. Passionate About: Second-generation San Francisco native from the North Beach neighborhood. Loyal fan of the 49ers, Giants, and Warriors. Enjoys family time in Lodi, golf trips with friends, and time with his cat Bonnie and fiance, whom he met at NM. Chris Andrews Private Wealth Advisor: Time with NM: 18 years. Prior Experience: Stanford graduate and former healthcare consultant before launching his NM practice in 2007. Passionate About: Lives in Menlo Park with his wife, their children, and labradoodle Nugget. Enjoys supporting his kids in theater and sports, attending Stanford tailgates, wine tasting, traveling, and weekend getaways. Christopher Welton, MBA, CFP Wealth Management Advisor: Time with NM: 13 years. Prior Experience: Founded and sold an online childrens party rental company. Held leadership roles in product management at startups, including idealab and Oversee.net. Then began a career in investment banking. Passionate About: Lives in the SF Bay Area with his wife, Rosa. Loves cooking, hiking in the redwoods, and hosting friends. Earned a Political Science degree from Amherst College and an MBA in Strategy and Finance from UCLA Anderson. Doug Turner Financial Advisor: Time with NM: 5 years. Prior Experience: Brings a wealth of experience in entertainment marketing and large-scale events, having held senior leadership roles overseeing special projects, brand partnerships, and experiential campaigns for major media, lifestyle, and financial brands. Passionate About: Native of the East Coast and Northwestern University graduate. Has lived in Japan and the UK, traveled extensively with his family, and enjoys Thursday trivia nights. Michael Byrne Managing Partner: Time with NM: 18 years. Prior Experience: Started at Northwestern Mutual as a college intern while attending Maryville University of St. Louis, later serving as Field Director, Assistant Regional Manager, and ultimately being appointed Managing Partner. Passionate About: Lives with his wife and their three children, and three King Charles CavaliersRuby, Henry, and Quincy. Enjoys spending time at home and in Tahoe with his family, attending Giants games, and taking motorcycle trips across the country with friends. Position Responsibilities for a Financial Representative: Educate clients on financial planning and insurance options. Provide excellent customer service and build lasting relationships. Collaborate with a local supportive team. Position Requirements: Strong communication and interpersonal skills. Goal-oriented with a desire to succeed. Life insurance license and FINRA certifications (or willingness to obtain). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Michael Byrne is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Compensation Range: Annual Salary: $20.00 - $21.63 If you love helping others, thrive in a collaborative, fast-paced environment, and find joy in making a real impact, this is the role for you! Our Academic and Finance Advisor role is a full-time work-from-home opportunity. Apply today! As an Academic and Finance Advisor at National University, you'll be a trusted partner and go-to resource for students throughout their academic journey, providing academic and financial assistance. You'll spend your day connecting with students through calls, emails, texts, and chats, answering questions, celebrating wins, and helping them overcome challenges that may impact their progress toward graduation. AFAs are problem solvers, motivators, and trusted partners who make sure every student feels supported on their journey to graduation. Essential Functions: Manage assigned student load and complete daily tasks as directed by leadership through the Roadrunner System, Student Portfolio Report, or other tools. Proactively identify and support at-risk students, providing early resolutions and connecting them to resources for success. Monitor student degree plans, course schedules, and academic progress to ensure compliance with University policies and Satisfactory Academic Progress (SAP) standards. Advise students on financial aid requirements, university policies, and changes to their course of study. Track student balances, recommend lockouts or dismissals when necessary, and assist with collection efforts to maintain reasonable receivables. Maintain professionalism while supporting escalated students and delivering University communications. Participate in team meetings, trainings, and departmental or special projects, contributing to a positive and collaborative work environment. Maintain regular and reliable attendance, and perform other duties as assigned. Requirements: Education & Experience: Bachelor's degree preferred. Minimum of one (1) year of experience in advising, customer service or related is required. Experience in student services or training and development in a collegial setting preferred. Experience working in a fast-paced customer or student-centric position preferred. Experience in higher education and technology-driven enterprise preferred. All skills, abilities, and education will be considered for minimum qualifications. Competencies/Technical/Functional Skills: Knowledge of academic and business practices in an online university environment. Knowledge of University policies, procedures, and updates. Strong customer service focus with the ability to manage conflict, de-escalate concerns, and communicate professionally across all channels with students. Solution-oriented approach when supporting students, colleagues, faculty, and staff while following University and federal guidelines. Understanding of financial aid programs, the FDCP Act, and standard payment practices. Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced setting. Maintains confidentiality and integrity in all interactions and documentation. Skilled in written communication, report preparation, and the use of technology for online engagement. Collaborative team player who contributes to a positive and productive work environment. Knowledge of and alignment with the University's mission, vision, and goals. Proficient in Microsoft Office. Must be eligible to receive access to the National Student Loan Data System (NSLDS What We Offer In addition to competitive compensation and a comprehensive benefits package - including medical, dental, vision, 403b with match, paid holidays, and PTO - National University supports the professional growth of our team members through free education benefits and other growth opportunities. Location: Remote, USA #LI-Remote Candidate receiving offers will be offered a salary/pay rate commensurate with experience that vary based on a candidate's qualifications, skills, and competencies. Absent exceptional circumstances, candidates will be offered a salary within this range for this position. The minimum salary will be offered based on the minimum exemption threshold based on state of residency. Base pay is one component of National University's total rewards package, as we are dedicated to supporting the needs of the “whole you” with our holistic approach to employee benefits by offering comprehensive well-being benefits for you and your family. For full details about our benefit plan offerings, please visit benefits.nu.edu. For Part-time benefits, please click here. National University is committed to maintaining a high-quality workforce representative of the populations we serve. National University employs more than 4,500 faculty and staff and serves over 45,000 students. We are united in our mission to meet the global education demands of the 21st Century and are dedicated to creating a supportive academic and work environment that allows students, faculty and staff to develop their interests and talents while experiencing a sense of community. With programs available both online and at our many campus locations, National University is a leader in creating innovative solutions to education and meeting the needs of our student population, including adult learners and working professionals. National University (NU) is proud to be an equal opportunity employer and does not discriminate against any employee or applicant per applicable federal, state and local laws. At NU, a mix of highly talented, innovative and creative people come together to make the impact of a lifetime for each of our student learners. All qualified applicants will receive equal consideration for employment, education, and admission at National University.

Job Description Yellowstone Life Insurance Agency, LLC, an Integrity Company, is currently seeking a Virtual Financial Advisor to join our team. As a Virtual Financial Advisor, you will provide personalized financial advice and solutions to clients to help them reach their financial goals. This is a remote position, allowing you to work from the comfort of your own home. In this role, you will be responsible for building and maintaining relationships with clients, assessing their financial needs, and recommending appropriate investment and insurance products. You will guide clients through the financial planning process, helping them make informed decisions about their investments, retirement planning, and insurance coverage. As a Virtual Financial Advisor, you will have access to our comprehensive suite of financial products and resources to assist you in providing top-notch service to your clients. You will collaborate with a team of experienced professionals to ensure that clients receive the best financial advice and solutions. This is a great opportunity for a motivated self-starter with excellent communication skills and a passion for helping others achieve their financial goals. If you are someone who thrives in a remote work environment and enjoys working independently, this could be the perfect opportunity for you! Responsibilities: Build and maintain relationships with clients, acting as their primary point of contact for all financial matters. Assess clients' financial needs and goals through thorough analysis and consultation. Recommend suitable investment and insurance products based on clients' risk tolerance, time horizon, and financial objectives. Create and present customized financial plans to clients, outlining their current financial situation and proposing strategies to help them achieve their goals. Monitor clients' investment portfolios and make recommendations for adjustments as needed based on market conditions and clients' changing circumstances. Stay up-to-date with industry trends and regulatory changes to ensure compliance with all relevant regulations and guidelines. Requirements A minimum of 2 years of experience in financial planning or a related field. Strong knowledge of investment products, retirement planning strategies, and insurance solutions. Excellent interpersonal and communication skills, with the ability to build rapport with clients and explain complex financial concepts in a clear and concise manner. Ability to work independently and remotely, with a high level of initiative and self-motivation. Series 7 and Series 65 or 66 licenses required. Bachelor's degree in finance, economics, or a related field preferred. Benefits Freedom & ability to work virtually