Finance associate jobs in Brooklyn Park, MN

We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. At our core, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow. Job Summary Under the direction of Senior Traders and the Director of Fixed Income Trading, executes purchases and sales of fixed income securities that are authorized by portfolio managers. Securities will primarily be investment grade corporates, but would also include U.S. government and agency securities, high-yield corporates, leveraged loans, emerging market debt, preferred securities, and index derivatives. Add value to the investment process by effectively engaging with Traders, Portfolio Managers and Analysts. Job Responsibilities and Duties Under the direction of Senior Traders and the Director of Fixed Income Trading, execute purchases and sales of fixed income securities that are authorized by portfolio managers. Provide direct trading support to Senior Traders, the Director of Fixed Income Trading, and the overall trading desk operation (some support work will be administrative). Assist in the management of the primary market new issue process, including issue information, price guidance, order processing, allocation and ticketing. Execute electronic orders on various fixed income trading platforms including but not limited to Blackrock Solution's Alladin OMS, Bloomberg, MarketAxess, and TradeWeb. Confirm and coordinate trade executions with brokers and Thrivent Operations/Settlements teams as needed. Assist trading desk with the development of trade ideas and monitoring of both executed and open orders. Deliver on ad hoc requests from traders, portfolio managers, and analysts. Help identify, work to innovate, and improve processes within the trading environment to reduce operational risk, improve efficiency, and automate where possible. Work closely with Portfolio Compliance (addressing alerts and restrictions). Generate commission reports and assist in monitoring budgets. Assist in the preparation of transaction cost analyses. Job Qualifications Required: Master of Business Administration, Finance or other advanced degree in a relevant field with at least 1 year work experience in securities analysis, an applied securities analysis program or the equivalent; or a 4-year degree with an emphasis in finance, business or other relevant subject area with at least 3 years experience in institutional investment trading, operations or other relevant role. Strong written, verbal, and interpersonal skills. Proficiency with Blackrock Solution's Alladin OMS, Bloomberg, and Excel; some experience with other electronic trading platforms desirable. Rigorous attention to detail, proactive, organized, and efficient. Consistently demonstrates an ability to think quickly, logically, and apply good judgment. Ability to multi-task and manage conflicting priorities effectively in a dynamic market environment. A natural sense of curiosity and the drive necessary to self-educate utilizing the role's access to information and resources. Preferred: CFA designation or demonstrated progress towards completion is desirable. Additional Information This position requires you to work on-site in Minneapolis, MN a minimum of 5 days a week. Pay Transparency Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $107,125.00 - $144,933.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

Greenberg Traurig (GT), a global law firm, has a dynamic full-time employment opportunity for a junior to mid-level Associate to work with our Corporate Finance Practice. We offer competitive compensation and an excellent benefits package. GT is consistently among the top firms on the Am Law Global 100; the associate will have the opportunity to work with clients, large and small, from a variety of industries across the country. Job Requirements We are looking for an experienced finance or corporate associate trained in finance transactions with 3-6 years of experience. The ideal candidate should have substantial experience in lender and borrower representations, with experience in broadly syndicated credit facilities, acquisition financings, and private credit facilities. Candidates should have experience drafting, reviewing and revising credit agreements, debt commitment letters, security agreements and closing deliverables, including secretary's certificates, resolutions, legal opinions, schedules and exhibits. Experience in representing private equity sponsors and portfolio companies would be beneficial. Candidates should be diligent, proactive, supportive and team oriented and possess a strong academic background with superior drafting skills and be willing to take on significant responsibility for deal management, client interaction and work product. Admission to one or more state bars is required. Submissions from search firms will only be accepted through our web portal for third-party submissions; for access, contact Mike Balzotti. The expected pay range for this position is: $205,000-$260,000 per year Actual pay will be adjusted based on experience, location, and other job-related factors permitted by law. Full time employees may be eligible for a discretionary bonus, health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare and Dependent Care Flexible Spending Accounts, 401K, vacation, sick time, and an employee assistance program. Additional voluntary programs include: voluntary accident insurance, voluntary life, voluntary disability, voluntary long term care, voluntary critical illness and cancer insurance and pet insurance. Commuter and Transit programs may also be available in certain markets. GT is an EEO employer with an inclusive workplace committed to merit-based consideration and review without regard to an individual's race, sex, or other protected characteristics and to the principles of non-discrimination on any protected basis.

Knewsales is working with a major financial institution to market and sell their credit card products in various outlets. As a result, Knewsales is expanding its team of sales representatives, so we are looking for friendly, passionate and sales-oriented individuals who are looking for a new opportunity as a Financial Sales Field Representative! Each successful sales representative will engage and interact with shoppers to introduce our client's credit card products. Job Description Why should you work for us? Steady hourly wage and commission on each sale - the harder you work, the more you earn! On-the-job training to polish those sales skills Opportunity to work with a major name in the banking industry Who should apply? People who are passionate and love the thrill of selling People who enjoy meeting new people and striking up a conversation People who have great enthusiasm and amazing communication skills Qualifications What are the roles and responsibilities? Promote and sell credit cards for one of biggest financial institutions Work at various locations to sell our client's credit cards - must be willing to travel! Engage consumers and educate them on the benefits of our client's credit cards Ensure all customers are provided accurate information about the products and services you've been assigned Assist customers in correctly filling out the applications (as outlined in training sessions) and ensure that each application is completed accurately in full What are the essential requirements? Must enjoy speaking and interacting with people Customer service and sales experience is a strong asset Thank you to all who apply; however, only those selected for an interview will be contacted. Additional Information All your information will be kept confidential according to EEO guidelines.

At Citizens Independent Bank, we believe in the power of community and the importance of building meaningful relationships. Our commitment to providing exceptional customer experiences is at the heart of everything we do, ensuring that every interaction is personal and impactful. We are dedicated to the growth and development of our employees, offering opportunities for training and advancement in a collaborative, supportive environment. If you're passionate about making a difference in your community and helping others thrive, we invite you to explore a career with us. We are seeking a Business Banker to join the CIB team! BASIC FUNCTION This position is responsible for establishing new banking relationships with corporations, partnerships, individuals doing business, not-for-profit organizations, and associations. The incumbent must have complete knowledge of all commercial products and services including credit products, deposit/investment products, cash management, other commercial services, and the bank fee schedule. The incumbent is responsible for assigned floor duty to service walk-in customers, but also spends a significant amount of time out of the bank in the offices of existing clients, servicing existing business, developing new business, calling on prospective clients, and networking in various ways in the community. The incumbent should also be involved with a community organization that meets our CRA requirements. NATURE AND SCOPE This is a front line sales position for all commercial deposit/investment, credit, and cash management products. Commercial business is brought into the bank through personal interaction of the Commercial Banker with the customer/prospect. The banker must match the product and service with the customer/prospect's identified needs and must carefully evaluate the amount of risk involved in entering into a relationship. The incumbent must understand the business/industry the customer is in and must gain a thorough knowledge of the customer/enterprise history and future plans. The loan administration unit has been organized to assist in the evaluation and approval process. Lending authority will be given to the incumbent based on their training and experience. Requests which exceed this limit must be approved by the Dept Manager or the Officers Loan Committee. Certain requests may require approval by the Directors Credit Committee. The incumbent must administer all loans within legal and regulatory requirements, the bank's loan policy, procedure policy, and stipulations established by the Officers Loan Committee and Directors Credit Committee. RELATIONSHIPS Within Citizens Independent Bank: Must be a team player in providing floor coverage, in opening and securing the bank, and in scheduling outside calls. Within the Community: Active in community organizations including service clubs and Chamber of Commerce in representing the bank as a good corporate citizen and to network for new business opportunities. Community involvement should meet CIB s CRA requirements. Work closely with customers in establishing strong business relationship and cultivate customer loyalties while being constantly diligent in evaluating the risks in the relationship. PREFERRED REQUIREMENTS A college degree and/or 5 to 10 years of job related experience in business (commercial lending). The ability to motivate or influence others is a material part of the job requiring a significant level of diplomacy and trust. BENEFITS: People come first - our clients, our employees, our families, our communities Rewarding and challenging work Work-life balance is important with hybrid work arrangement for eligible positions We strive to promote from within Employee education and training is vital Full benefits including medical, dental, vision, 401k with match, LTD and STD, employer paid life insurance, paid holidays and half-day off for birthday, generous PTO allowance Incentive Compensation Plan Conveniently located in St. Louis Park, Robbinsdale, Hopkins, and Plymouth 75 years of local banking history Opportunity to participate in fun community activities Salary Range: $110,000 - $160,000 depending on experience and qualifications Note: Job descriptions are not exhaustive lists of all skills, responsibilities or efforts associated with a job. They reflect principal elements essential for performing the job and evaluating performance. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

** Applicants need to reside near Minneapolis, MN or Herndon, VA areas ** Strategic Education Inc. is looking for a group of dynamic students to join our summer internship program to get hands-on experience, skills development, networking, and mentorship with a corporate finance function supporting an innovative publicly traded higher education company. Responsibilities Financial Planning and Analysis (FP&A) Intern: The FP&A Intern supports financial planning, budgeting, forecasting, and analysis. Responsibilities may include: Assist in preparing financial models and forecasts. Analyze financial data to provide insights. Support budgeting processes. Other functions and duties as assigned. Education Current undergraduate college student pursuing a degree in Accounting, Finance, or related degree, preferably with an expected graduation in Spring 2027. Skills Required Analytical Skills - ability to dissect financial data, identify trends, interpret complex information, and make informed decisions. Financial Reporting - understand financial statements (balance sheets, income statements, cash flow statements) and is comfortable with GAAP (Generally Accepted Accounting Principles). Attention to Detail - focus on detail when analyzing data, preparing reports, or reconciling accounts. Communication Skills - clearly write and verbally communicate to explain financial concepts, present findings, and collaborate with colleagues. Problem-Solving - think critically and propose effective solutions when encountering complex challenges. Excel Proficiency - skilled in manipulating data, creating pivot tables, using formulas and functions, and building financial models. Teamwork and Collaboration - works well with others, contribute to team goals, and communicate effectively. Adaptability - is open to change and willing to learn new tools, software, and industry trends. Time Management - ability to juggle multiple tasks, priorities, and deadlines. Ethical Judgment - shows integrity and ethical judgment when handling sensitive information. SEI offers a comprehensive package of benefits to employees scheduled 30 hours or more per week. In addition to medical, dental, vision, life and disability plans, SEI employees may take advantage of well-being incentives, parental leave, paid time off, certain paid holidays, tax saving accounts (FSA, HSA), 401(k) retirement benefit, Employee Stock Purchase Plan, tuition assistance as well as entertainment and retail discounts. Non-exempt employees are eligible for overtime pay, if applicable. Careers - Our Benefits, Strategic Education, Inc SEI is an equal opportunity employer committed to fostering an inclusive and collaborative culture where individuals can grow their careers and contribute fully. We strive to attract talent with broad experiences, skills and perspectives. We welcome applications from all. While it is not typical for an individual to be hired at or near the top end of the pay range at SEI, we offer a competitive salary. The actual base pay offered to the successful candidate may vary depending on multiple factors including, but not limited to, job-related knowledge/skills, experience, business needs, geographical location, and internal pay equity. Our Talent Acquisition Team is ready to discuss your interest in joining SEI. The expected salary range for this position is below. $19.50 - $29.75 - Hourly If you require reasonable accommodations to complete our application process, please contact our Human Resources Department at *********************** .

Job Description Are you looking for a career where you are empowered to be extraordinary? Do you want the opportunity to be part of a company where employees treat one another like family and do right by their customers every day? Well, you've come to the right place. At Pella, care is not a just a word - it's a legacy. We exist to improve the living experience of our customers and enrich the lives of our team members. Care is what sparks Pella Passion. It's our mission to be the desired window and door brand by delivering a reliable, responsive and uniquely memorable experience that exceeds our customer's expectations. If you're as customer focused as we are, are passionate about selling a product you can confidently put your name on, and if you're looking for a career, not just another job, this is the place for you. The Finance Team at Pella Northland is focused on supporting our company in everything from Payroll to Accounts Receivable! In this role you'll be supporting the Finance Department's functions, specifically through auditing of price discounting, factory credits, inventory adjustments, internal reporting and other staff accounting duties. The goal of this internship is for you to become an integral part of the departments daily operation and to experience "real world" situations that will develop you for your professional career. Pella is a great company to work for, but don't just take our word for it! Our Team recently participated in the Gallup Survey and scored us a 4.46/5 for overall satisfaction! Here's what winning looks like in this role: Responsible for auditing price discounting for Trade and Commercial Orders Responsible for auditing the Factory Credits requested, received and pending Involved in auditing of scrap, scrap / salvage credits and inventory cycle counting adjustments Assist in internal reporting of business performance by customer segment and by function Assist as needed in month-end close staff accounting functions Skills needed to win: Strong attention to detail Ability to multitask and excel in a fast-paced environment Customer Focused Strong Computer aptitude Positive Energy & Team Work Mentality Results Orientated, Goal Driven & Self Motivated Must have strong mathematical and reasoning skills Excellent Written and Verbal English skills required Must be working toward a Bachelor's Degree (B.S.) from a four-year college or university And by the way, we're not stuffy or corporate around here. Here are some of the perks and benefits at Pella Northland: Competitive compensation Casual work environment Gain Professional Experience Contagiously positive company culture! Work for a widely recognized company with a great reputation! Does all of this sound good to you? Make your next move! Apply now. Salary: $20-25/hour Pella Northland is an Equal Opportunity Employer. Applicants receive consideration without regard to race, color, religion, sex, age, national origin, disability, marital status, sexual orientation, gender identity, veteran status, or any other factor prohibited by law. If hired, you will be asked to produce proof that you have a legal right to work in the United States. Offers are contingent upon Pella Northland's pre-employment compliance, including, but not limited to: a criminal background check and pre-employment drug test. Employment at Pella Northland is “At Will.” This means that, if you accept a job offer that Pella Northland extends to you, both you and Pella Northland will be able to terminate the relationship for any or no reason, at any time. This application is not a contract. Powered by JazzHR HCcYrvNeDq

Tactile Medical is offering an internship opportunity for a student who is seeking to accelerate their professional experience and career trajectory in Finance. Join a driven organization that is a compassionate leader in helping people living with chronic illnesses live better lives with at-home therapy devices. In this 11-week internship program, our Finance Intern will join other interns to start out in our corporate headquarters campus in Minneapolis, MN for the first three days to learn from leaders across the entire organization. Our leaders will walk through how each of Tactile Medical's collaborative teams identify patients, provide them with care, and ensure their lives are improved. We will provide an exclusively transparent view on how we at Tactile embrace change by proactively innovating our products, processes, and challenge each other. After the first three days on campus, each intern is paired with a mentor on the Patient Services team to dive into their internship focus. You will be given an authentic experience by working through real market access issues and contributing to meaningful projects. On the final day, all our interns will return to campus to present their accomplishments and celebrate on how they made a direct impact on helping people live a better quality of life. The Finance Intern will support Tactile Medical's Financial Planning & Analysis team by delivering meaningful financial insights. This role provides hands-on experience in forecasting, financial modeling, and performance analysis within a growing medical technology organization. Program Details: * 11-week program, first three days and the last day at our Minneapolis corporate office (weeks of 6/1/26-8/10/26) * Full time during normal business hours (40 hours a week, Monday through Friday) * Tours of different sites and departments (Manufacturing, Sales, Clinical, and others) * One on one mentorship provided for each intern * Social and community outreach events * Team building and career development activities * Gain industry knowledge from a leading medical device company * Live our corporate values to help improve peoples' lives * Networking with our interns and professionals from a variety of departments * Learn from a personal internship to gain applicable professional skills and experience * Present internship accomplishments on final day of internship program * Competitive hourly pay rate ($23/hr. for Summer 2026) * Possible contribution towards academic credits What You Will Learn: * Hands-on experience with forecasting and reporting processes in a medical device company. * Real-world application of FP&A concepts. * Opportunities to collaborate with and learn from finance leaders across the organization. * Best practices in financial planning, variance analysis, modeling, and data-driven decision support Responsibilities * Support quarterly forecasting cycles by preparing financial review materials and participating in financial review discussions. * Support month-end close processes by performing variance analysis and updating or developing financial reports. * Build, enhance, and maintain Excel-based financial models to support scenario planning and operational trend evaluation. * Contribute to presentations, dashboards, and executive-ready insights using PowerPoint and other data visualization tools. * Perform ad hoc financial and operational analyses to support strategic initiatives. Qualifications Education & Experience Required * Enrollment in an accredited bachelor's degree program as a rising Sophomore, Junior, or Senior pursuing a degree in finance, accounting or other related business degree * Must be legally authorized to work in the United States without the need for employment sponsorship, now or at any time in the future * Strong academic track record (GPA of 3.0 or above) * Able to work 40 hours per week on a hybrid schedule at our Minneapolis corporate office Below is the starting salary range for this position, although offers may differ based on the candidate's location, job-specific knowledge, skills and experience. $23.00 / HR

With history dating back to 1856, American National Bank is one of the largest privately owned banks in the region with locations in Nebraska, Iowa and Minnesota. We believe in doing. By joining forces with local businesses, charitable organizations and our team members, we are proud to be part of the momentum that keeps the community around us building and growing. Together we can be the catalyst for making great things happen. Join our company to be a part of this inspirational movement and learn how we can grow your career. Benefits & Perks Benefit eligible employees will have access to the following: * Competitive compensation * 401K with up to 4% employer match; immediate vesting * Paid time off and paid holidays * Medical/Dental/Vision/Life/Disability Insurance * Tuition Reimbursement * Volunteer time off * Gym membership discount * Employee Wellness Program * Employee banking benefits and discounts Job Summary American National Bank is looking for a new Community Banker to service the needs of existing and prospective clients by performing both teller duties as well as opening a variety of accounts for customers. We are seeking an individual who provides top customer service, communicates well with others, possesses previous cash handling experience, and previous sales experience. Experience in Jack Henry is preferred. Schedule: Monday through Friday 8:15am - 4:45pm. Essential Job Duties & Responsibilities * Opens a variety of new accounts for clients including checking, savings, IRA, CD, etc. * Provides information and answers questions regarding deposit rates, fees, and bank policies. * Serves on the Teller line as needed. * Generates growth in deposit balances through sales, marketing, promotion and referral of products. * Provides outstanding client service to all existing and prospective clients. * Acquires, retains, deepens and manages the relationship of clients. * Handles customer requests through email and phone including password resets, ACH and other documentation. Experience and Education * Four to six month's client service experience is required. * Four to six month's cash handling and/or banking experience is required. * Proven history of attainment of sales goals including referrals. * High school diploma or its equivalent is required. The expected starting range for this role is $20.50-$25.00 per hour. Compensation decisions will be based on factors such as experience, qualifications, and education, which may determine where within the range the starting pay will fall.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

Description Job Overview As a Financial Analyst - Rental, you'll be responsible for managing the financial operations of a portfolio of rental buildings in New York City. This includes preparing and presenting financial statements, overseeing budgets, and ensuring compliance with company standards and deadlines. This hybrid role can report to our downtown Corporate office in Manhattan, New York or Corporate office in Minnesota. Your Responsibilities * Manage financial operations for a portfolio of rental properties, including monthly financial statement preparation and presentation to property managers, asset managers, and investors. * Analyze the general ledger and maintain balance sheet accounts for assigned properties. * Complete all bank reconciliations and monthly work papers. * Provide monthly accrual-based reports, variance explanations, and cash flow analysis for each entity. * Prepare and post journal entries (bank transfers, interest income, expense reclassifications, reserve contributions, etc.). * Review actual-to-budget performance variances and record necessary cash transfers. * Ensure timely payment of real estate taxes and proper escrow funding. * Oversee annual budgets: prepare budget packages, meet deadlines, and present at finance and investor meetings. * Manage year-end close, prepare annual reports, and coordinate audits, including responding to auditor requests. * Produce year-end security deposit schedules and support audit processes. * Maintain compliance with FirstService Residential Global Service Standards and company policies. Skills & Qualifications * Bachelor's degree in Accounting or Finance; CPA, MBA, or related experience preferred. * 5+ years of accounting experience in property management or real estate (residential preferred). * Strong knowledge of GAAP and cash flow management. * Excellent organizational, leadership, and interpersonal skills. * Critical thinking and problem-solving abilities. * Superior oral and written communication skills. * Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); experience with Yardi Voyager is a plus. * Ability to work independently and in a team environment, prioritize tasks, and meet deadlines. What We Offer As a full-time associate, you will be eligible for comprehensive benefits including multiple medical plans, dental, vision, life insurance, short-term and long-term disability, legal, identity theft, and pet insurance. Additional benefits include company-paid life insurance, employee assistance programs, paid time off, paid holidays, tuition reimbursement, and a 401(k) with company match. Compensation $85,000 - $115,000 / year

At Jamf, we believe in an open, flexible culture based on respect and trust. Our track record and thriving work environment all stem from the freedom we grant ourselves to get the job done right. We take pride in helping tens of thousands of customers around the globe succeed with Apple. The secret to our success lies in our connectivity, while operating with a high degree of flexibility. Work-life balance remains our priority while feeling connected is important to maintain our strong culture, achieve our goals, and thrive as #OneJamf. What you'll do at Jamf: The Financial Analyst will provide financial decision support to key leadership team members by providing in-depth analyses of key performance indicators, by tracking and benchmarking financial trends, and by significantly contributing to the forecasting, budgeting, and monthly close processes. Focus Area: Annual Recurring Revenue (ARR) and Recognized Revenue #LI-Remote What you can expect to do in this role: * Deliver timely financial insights and analysis to support executive decision-making and strategy. * Lead budgeting and forecasting activities for assigned business areas, ensuring accurate application of accounting policies (if applicable) and best practices. * Analyze monthly results, prepare variance explanations, and communicate findings to business partners. * Aggregate, analyze, and present data to support operational and strategic decisions. * Build and maintain data, reports, and key metrics within planning and reporting tools. * Create financial modeling, scenario planning, and analysis for key initiatives. * Produce non-standard management reports and support ad hoc analyses. * Prepare information used for corporate reporting. * Foster strong partnerships across teams to ensure aligned financial results and insights. * Demonstrate and uphold the organization's core values while contributing to a positive, inclusive workplace. What we are looking for: * Minimum of 2 years of financial planning & analysis experience (Required) * Experience in the software industry (Preferred) * Experience using forecasting, reporting, & accounting software (Preferred) * Ability and desire to learn with a positive attitude * Focus on accuracy and efficiency * Excellent written and verbal communication skills, including the ability to explain finance concepts to non-financial leaders EDUCATION & CERTIFICATIONS * Bachelor's degree in Finance, Accounting, or equivalent (Required) * A combination of relevant experience and education may be considered How we help you reach your best potential: * Named a 2025 Best Companies to Work For by U.S. News * Named a 2025 Newsweek America's Greatest Workplaces for Mental Well-being * Named a 2025 Newsweek America's Greatest Workplaces for Gen Z * Named one of Forbes Most Trusted Companies in 2024 * Named a 2024 Best Companies to Work For by U.S. News * Named a 2024 Newsweek America's Greatest Workplaces for Parents & Families * Named a 2024 PEOPLE Companies That Care by PEOPLE and Great Place To Work * Named a 2024 Best Technology Company to Work For by U.S. News * Named a 2023 Best Workplaces for Women by Great Place to Work and Fortune Magazine * We know that big ideas can come from anyone, so we empower everyone to make an impact. Our 90% employee retention rate agrees! * You will have the opportunity to make a real and meaningful impact for more than 75,000 global customers with the best Apple device management solution in the world. * We put people over profits - which is why our customers keep coming back to us. * Our volunteer time off allows employees to support and give back to our communities. The below annual salary range is a general guideline. Multiple factors are taken into consideration to arrive at the final hourly rate/annual salary to be offered to the selected candidate. Factors include, but are not limited to the scope and responsibilities of the role, the selected candidate's work experience, education and training, the work location as well as market and business considerations. Pay Transparency Range $59,800-$127,400 USD What it means to be a Jamf? We are a team of free-thinkers, can-doers, and problem-crushers. We value humility and the relentless pursuit of knowledge. Our culture flows from a spirit of selflessness and relentless self-improvement - driving both personal growth and collective progress throughout our company. We unite around common goals while respecting personal approaches, believing that fulfilled individuals create a thriving, vibrant workplace. Our aim is simple: hire exceptionally good people who are incredibly good at what they do and let them do it. We provide the support and resources to let everyone be their authentic, best selves at work, at rest, and at play. We are committed to supporting the continual improvement of Apple in the workplace, the organizations that rely on them and the people who keep it all running smoothly. Above it all, waves our banner of #OneJamf - and the knowledge that when we stand together, we accomplish so much more than we could alone. We seek individuals who share this unwavering journey toward growth to join us in our quest for constant improvement. What does Jamf do? Jamf extends the legendary Apple experience people enjoy in their personal lives to the workplace. We believe the experience of using a device at work or school should feel the same, and be as secure as, using a personal device. With Jamf, customers are able to confidently automate Mac, iPad, iPhone and Apple TV deployment, management, and security - anytime, anywhere - to protect the data and applications used by employees in the workplace, students learning in the classroom, and streamline communications in healthcare between patients and providers. More than 2,500 Jamf strong worldwide, we are free-thinkers, can-doers, and problems crushers who are encouraged to bring their whole selves to work each and every day. Get social with us and follow the conversation at #OneJamf Jamf is committed to creating an inclusive & supportive work environment for all candidates and employees. Candidates with disabilities or religious beliefs are encouraged to reach out if they need additional support or alternative options to our recruiting processes to accommodate their disability or religious belief. If you need an accommodation, please contact your Recruiter or Recruiting Coordinator directly. Requests for accommodation will be handled confidentially by Recruiting and will not be shared with the hiring manager. Jamf is an equal opportunity employer and does not discriminate against individuals who request reasonable accommodation for disability or religious beliefs. To request accommodations please email us at *******************

REPORTS TO: Chief Financial Officer (CFO) Primarily performs administrative work which includes coordination and implementation of high-level clerical and office support duties such as organizing, scheduling, researching, compiling, processing and maintaining strict confidentiality. Contacts are primarily with members/clients, co-workers and vendors mainly to assist with information exchange, problems solving or requests. ESSENTIAL RESPONSIBILITIES & DUTIES: Assist Investment Advisors with processing and maintaining investment and insurance accounts such as preparing documents, filing, copying, ordering office supplies and other duties as assigned. Performs necessary functions with investment and insurance planning software programs; Enters data into multiple tracking systems; Scans and catalogues member/client files. Maintains a professional and organized office; Answers phones, greets and directs visitors. Processes and tracks applications for individual members/clients in addition to working with the branch office and applicable insurance companies. Solves member/client problems or determines the best way to solve member/client problems. Coordinate marketing and advertising approval; Maintain supplies for all marketing materials, investment and insurance-related information and documents. Compiles information and reports as requested or scheduled. Composes and types routine correspondence, maintains up-to-date files. Ensures that mail is retrieved, sorted and routed to the appropriate individuals. Provides logistical support and preparation for seminars and meetings. Assists advisors in trade review to be in compliance with FINRA/Sec 211; Gathers suitability requirements; Updates SmartWorks system to maintain industry compliance. ESSENTIAL DUTIES, KNOWLEDGE, SKILLS, ABILITIES: Knowledge of Credit Union and Financial Services Industry. Manage own work flow and resolve questions and problems with supervisor. Interpret various financial investment documents and communicate information in a comprehensible manner. Perform and apply basic math functions. Confidentiality: Maintain confidentiality of client and company information. Reporting, letter preparation and other related communications skills. Proficiency in using and learning Microsoft Office and applicable software. Ability to interpret various investment related documents and communicate information in a comprehensible manner. Ability to comprehend the consequences of various problem situations and to refer such problems to the appropriate individual for decision making. General: Must work the days and hours necessary to perform all assigned responsibilities and tasks. Must be available (especially during regular business hours) to communicate with employees, customers, managers and any other person or organization with whom interaction is required to accomplish work and company goals. Must maintain courteous, professional and effective working relationships with employees at all levels of the organization, customers, vendors and/or any other representatives of external organizations. Communicate information and state problems or challenges to be resolved in a clear, concise, courteous, nondiscriminatory and professional manner, and be able to provide clarification if necessary. Must be capable of adapting, with minimal or no advance notice, to changes in how business is conducted, and work is accomplished, with no diminishment in work performance. Actively participate in quarterly performance meetings; meet or exceed all performance metrics. Follows company policies and procedures. Perform other duties as required. COMPENSATION: $20.50 - $23.80 per hour Servion has provided a salary range that represents its good faith estimate of what the company may pay for the position at the time of posting. The specific salary offered will be determined based on factors such as the qualifications of the selected candidate, departmental budget, internal salary equity considerations, and available market information. General Description of Benefits: All full-time employees are eligible for Medical Insurance, Telehealth Services, Dental Insurance, Vision Insurance, Life Insurance, Short-term Disability, Long-term Disability, Legal and Identity Theft Protection, Critical Illness Insurance, Hospital Insurance, Accident Insurance, Participation in 401k Plan with up to 5% company match, and Variable Bonus Pay. Requirements REQUIRED QUALIFICATIONS: Education: High school diploma, general equivalency diploma (GED) or an equivalent combination of education and experience. Experience: 1+ year administrative or legal support and 6+ months financial services industry training or experience preferred. Licenses/Certifications: None, however, must be able to obtain license within 6 months to a year of hire.

This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role: Currently pursuing a Bachelor's or Master's degree in Finance, Accounting, Economics, or a related field. Basic understanding of financial concepts, including budgeting, forecasting, and financial modeling. Previous internship or project experience in finance, accounting, or related fields is preferred. Ability to assist in the preparation of detailed financial reports and analysis, including variance analysis and financial projections. Strong analytical skills, with the capability to work with large datasets and perform complex numerical calculations. Good organizational and project management skills, capable of managing multiple tasks and contributing to collaborative projects. Effective communication and interpersonal skills, essential for working with finance teams and explaining financial concepts to non-finance stakeholders. Proficiency with Microsoft Office, particularly Excel, and familiarity with financial modeling tools. Eagerness to learn about financial strategy, market trends, and the operational impacts on finances. Creativity and innovation in developing financial solutions to business challenges.

Job Description Come and join a Team that strives to be: THE place to work where all Team Members are viewed as trusted, willing participating partners in preserving the legacy of community banking and local, family ownership and where integrity, respect and passion are our core values. Recognized as THE community bank in each community the bank is located by having unquestioned excellence in customer service where we still answer the phone ourselves and have a personal touch in all interactions with customers. We will keep your resume on file for a minimum of 6 months for any positions that your qualifications meet. New Market Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to: race, color, religion, sex, national origin, age, pregnancy (including childbirth, lactation and related medical conditions), mental or physical disability, and veteran status or any other classifications protected by federal, state or local law. #Bank #banking #Teller #bank teller #finance

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

This position is responsible for billing and collection of accounts receivable for inpatient and outpatient accounts, ensures expected payment is collected and accounts are fully resolved, and resolves complex customer service issues. This position understands the importance of evaluating and securing all appropriate financial resources for patients to ensure proper adjudication. Responsibilities * Intentionally prevents untimely revenue shortfalls by taking action to resolve financial transactions appropriately and effectively to ensure collection of expected payment; escalates issues when appropriate. * Completes daily work assignment timely and accurately in accordance with the identified productivity and quality standards set forth by the organization. * Performs the best practice routine per department guidelines * Proactively looks for continuous process improvements involving people and technologies through tracking, trending, and providing feedback. * Accelerates business outcomes by identifying ways to fully resolve accounts through single-touch resolution when possible. * Understands revenue cycle and the importance of evaluating and securing all appropriate reimbursements from insurance or patients. * Contacts payers via portal or provider service center to facilitate timely and accurate resolution of accounts. * Responsible for processing external correspondence in a timely and efficient manner. * Ensures internal correspondence is clearly and professionally communicated and processed expeditiously. * Responsible for verification of insurance and/or patient demographics. * Understands expected payment amounts and Epic expected payment calculations to appropriately adjust accounts. * Educates patients and/or guarantors of patient liability when appropriate. * Understands and complies with all relevant laws, regulations, payer and internal policies, procedures, and standards, and applies this understanding through daily work Preferred Qualifications * 1 year Medical billing office setting experience * MS Office experience * Insurance/follow up experience * Coordination of benefits experience * Epic, Brightree, Billing Bridge, or comparable software account experience Benefit Overview Fairview offers a generous benefit package including but not limited to medical, dental, vision plans, life insurance, short-term and long-term disability insurance, PTO and Sick and Safe Time, tuition reimbursement, retirement, early access to earned wages, and more! Please follow this link for additional information: ***************************************************** Compensation Disclaimer An individual's pay rate within the posted range may be determined by various factors, including skills, knowledge, relevant education, experience, and market conditions. Additionally, our organization prioritizes pay equity and considers internal team equity when making any offer. Hiring at the maximum of the range is not typical. If your role is eligible for a sign-on bonus, the bonus program that is approved and in place at the time of offer, is what will be honored. EEO Statement EEO/Vet/Disabled: All qualified applicants will receive consideration without regard to any lawfully protected status

Knewsales is working with a major financial institution to market and sell their credit card products in various outlets. As a result, Knewsales is expanding its team of sales representatives, so we are looking for friendly, passionate and sales-oriented individuals who are looking for a new opportunity as a Financial Sales Field Representative! Each successful sales representative will engage and interact with shoppers to introduce our client's credit card products. Job Description Why should you work for us? Steady hourly wage and commission on each sale - the harder you work, the more you earn! On-the-job training to polish those sales skills Opportunity to work with a major name in the banking industry Who should apply? People who are passionate and love the thrill of selling People who enjoy meeting new people and striking up a conversation People who have great enthusiasm and amazing communication skills Qualifications What are the roles and responsibilities? Promote and sell credit cards for one of biggest financial institutions Work at various locations to sell our client's credit cards - must be willing to travel! Engage consumers and educate them on the benefits of our client's credit cards Ensure all customers are provided accurate information about the products and services you've been assigned Assist customers in correctly filling out the applications (as outlined in training sessions) and ensure that each application is completed accurately in full What are the essential requirements? Must enjoy speaking and interacting with people Customer service and sales experience is a strong asset Thank you to all who apply; however, only those selected for an interview will be contacted. Additional InformationAll your information will be kept confidential according to EEO guidelines.

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

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************