Finance consultant jobs in Amherst, NY - 91 jobs

Company:MercerDescription: We are seeking a talented individual to join our Investments team at Mercer. This role can be based in New York, Boston, King of Prussia, Chicago, St. Lous, or Atlanta. This is a hybrid role that has a requirement of working at least three days a week in the office. As a Senior Investment Consultant with a lead role in Investments Training and Talent, you will utilize your investment consulting background to both lead institutional client relationships and leverage that experience and knowledge to develop a national training and development program in the US Investments organization, focusing on recruitment, assessment, training, and development to help build the next generation of investment consultants at Mercer. Senior Investment Consultant and Talent Development Leader We will count on you to: Opportunity to leverage your investment acumen to support a small number of institutional investment clients. Provide investment consulting services across the solutions spectrum from advice to OCIO for Mercer's institutional clients. Collaborate with the Investment Client Office, HR, Learning & Development, and other senior leadership to establish formal training protocols, success metrics, and career development pathways. Collaborate closely with the offshore investments team, working as 'one team' to align talent strategies & training, share best practices, and foster a unified organizational culture. Drive the design and implementation of competency frameworks, onboarding programs, and promotion criteria to ensure a high-caliber investments talent pipeline. Manage and coordinate targeted investment learning opportunities, including Growth Days and other development initiatives. Establish and maintain a formal training program for People Managers and junior staff, fostering a culture of accountability, continuous learning and professional growth. Monitor and report on talent metrics, providing insights to senior leadership to inform strategic decisions. Foster a culture of continuous learning, accountability, and professional growth across the organization. What you need to have: A bachelor's degree in business, finance, economics, Experience providing investment consulting services to institutional clients (defined benefit, defined contribution, not for profit, or insurance). Experience supporting investment clients directly or consulting experience, enabling you to understand client needs and tailor talent solutions accordingly. Strong interest in talent, training and people management within the investment or financial services sector, with a strong emphasis on recruitment, training, and professional development. Proven ability to lead with influence, inspiring and motivating cross-functional teams and senior leaders to embrace talent initiatives and drive organizational change. A demonstrated commitment to fostering a high-performance culture that balances rigorous investment standards with continuous learning and professional growth. What makes you stand out? A deep, insider understanding of the competitive landscape and talent challenges unique to the investments industry Your proven track record of successfully designing and executing talent strategies that drive measurable improvements in recruitment quality, employee development, and retention within a similar organizational context. A strategic mindset and agility in adapting talent solutions to meet the dynamic needs of a fast-paced, results-driven investment organization. Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. #WealthNorthAmerica Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.The applicable base salary range for this role is $162,000 to $324,000.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Alantra is an independent global financial services firm that provides investment banking and asset management services to mid-market companies, families, and investors. The Group has over 500 professionals in Europe, the U.S., Latin America, Asia, and the Middle East. In Financial Advisory, Alantra has completed over 1,000 transactions in the last five years. Alantra combines a strong local presence in key financial centers with global sector- and product-specialized teams. In Alternative Asset Management, Alantra offers its clients unique access to a wide range of investment strategies in five highly specialized asset management classes (private equity, active funds, private debt, energy, and venture capital). As of 31 December 2024, assets under management from consolidated and strategic businesses stood at more than €16.5bn. Job Description: Overview ALANTRA is seeking to hire an Investment Banking Associate to help support it's Industrials M&A and capital raising advisory business. The position will be located onsite in New York, NY. The ideal candidate will have at least 3 years of relevant experience with the ability to immediately and meaningfully impact the team, while also engaging thoughtfully with Alantra's training and onboarding practices. The Associate will have the opportunity to consistently work directly with Alantra's U.S. Managing Directors and Partners. Associates are given substantial responsibility and are highly productive in helping grow the business. The environment at Alantra is both collegial and entrepreneurial, and teamwork is essential to the firm's success. A focus on innovative new ideas across all levels of the team are welcomed and encouraged, and leaders provide various career development opportunities for long-term success. The ideal candidate should be motivated, creative, outgoing, and possess a strong background in finance and accounting. Responsibilities Develop and author pitch materials Prepare client presentations and deal documents, including but not limited to teasers, confidential information memoranda, and management presentations Conduct extensive financial and valuation analyses Build advanced financial models that help establish suitable capital structures, financial covenants, and sensitivity to key variables Produce comprehensive industry and company-specific research Develop marketing strategies, conduct buyer outreach and target approach Manage due diligence and provide transaction support Support transaction negotiations Participate in the recruitment, development, training, and mentoring of Analysts and junior resources Why Alantra Alantra offers a unique experience for Associates to advise both domestic and international clients and to work with global colleagues on cross-border transactions. Alantra is a meritocracy, and high performing Associates will be presented with significant career growth opportunities across numerous sectors and offices. Team-oriented and collaborative culture Unique career development opportunities with focus on long-term growth and success Global training programs 100% Healthcare coverage options, HRA and FSA options, dental, vision insurance Fitness reimbursement 401k with match Employee assistance program Competitive salary and bonus plans Competitive vacation and holiday plans Pre-tax commuter benefits Company events and international offsites Team-wide community service initiatives Access to global network Requirements: Qualifications / Requirements 3 to 5 years of relevant experience in investment banking required Bachelor's degree required; MBA preferred. Focus in business, finance, accounting or similar preferred. Strong knowledge of M&A and capital raising with the ability to apply skills creatively to a diverse set of clients' needs Solid finance/accounting knowledge; ability to analyze and value businesses Experience in reviewing analysts' work models, valuations, and training; mentoring and pitch presentations Sound judgment, particularly in valuation matters; strong analytic skills, specifically DCF's and LBO's, and the ability to talk through previous deals comprehensively Exceptional interpersonal and presentation skills Outstanding written and oral communication skills Excellent analytical, creative, and strategic thinking skills Team player mentality combined with the ability to work independently Strong organization skills with ability to multi-task and prioritize deliverables Advanced Microsoft Office suite skills; Expert in Excel and PowerPoint FINRA Series 79/7 and 63 licenses are required, or to be obtained within the first six months of employment Location: New York, NY Start Date: Immediate Base compensation band: $130,000 (Min) - $180,000 (Max). This role is also eligible for an annual bonus in addition to the base salary. Actual starting pay may be based on several factors, including, but not limited to, market rate, the qualified pool of candidates, internal compensation, candidate experience, and budgetary constraints. Alantra is an equal opportunity employer.

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

Worley Consulting - the consulting arm of Worley. Be part of the solution. Worley Consulting, the consulting arm of Worley, is a global leader in delivering innovative solutions for the energy transition, infrastructure, and resource sectors. We partner with private equity firms, investment banks, and institutional investors to deliver projects and create value over the life of assets-bridging today's energy needs while accelerating the shift toward more sustainable solutions. Principal Financial Advisory Consultant New York City and Metro Area Purpose of the Role As a Principal Financial Advisory Consultant, you will play a senior leadership role in growing Worley Consulting's financial advisory and lender technical advisory capability across the New York investment market. Working closely with private equity firms, investment banks, and institutional investors, you will help shape and deliver technically robust, commercially grounded advice across energy transition, infrastructure, and resources investments. This role combines revenue generation, senior client advisory, and practice leadership. You will help build long-term client relationships, originate and lead complex engagements, and contribute to the continued growth and reputation of Worley Consulting in one of the world's most influential financial markets. Key Responsibilities Revenue Generation and Market Development\: Secure $5M+ in annual consulting revenue by leveraging deep relationships with C-suite executives in PE firms, banks, and institutional investors. Strategic Client Leadership\: Build and maintain trusted, C-level relationships, translating client strategies into actionable advisory projects aligned with Equator Principles, IFC Performance Standards, or ESG frameworks. Practice Leadership\: Drive the growth of Worley Consulting's Financial Advisory practice, shaping strategy, acquiring top talent, and building a high-performing team. Represent Worley Consulting at industry events like PEI Forums, ACG New York, or Energy Capital Conferences. Project Excellence\: Lead complex engagements, ensuring exceptional quality, cost efficiency, and client satisfaction. Develop winning proposals, budgets, and execution plans for multi-million-dollar advisory projects. Thought Leadership\: Enhance Worley Consulting's brand through speaking engagements, publishing in outlets like Institutional Investor, and contributing to industry white papers. Innovation\: Pioneer tools, methodologies, and analytics to advance Worley Consulting's technical and economic modeling, positioning the firm as a leader in lender advisory services. Sustainability & Safety\: Embed Worley's zero-harm vision into all activities, aligning client solutions with net-zero and sustainability goals. Qualifications / Skill Set Experience More than 15 years' experience in financial advisory, investment banking, or consulting, with deep expertise in areas such as mergers and acquisitions, debt financing, lender technical advisory, or ESG-linked financing. Proven track record as a senior business developer, consistently generating more than US$5 million in annual advisory revenue. Established senior-level network across private equity, investment banks, and institutional investors, with strong connectivity in the New York City and metro area market. Experience in a senior role within a top-tier consulting firm, investment bank, or specialist advisory firm. Sector experience across energy, infrastructure, resources, or industrial markets; exposure to energy transition and infrastructure financing is strongly preferred. Education and Professional Credentials Bachelor's degree in finance, accounting, engineering, or a related discipline. MBA or equivalent postgraduate qualification preferred. Professional certifications such as CFA or CPA are a plus. Core Skills and Capabilities Strong commercial judgment with the ability to integrate financial, technical, and risk considerations. Clear, confident communicator, experienced in engaging and influencing senior stakeholders. Proven ability to lead cross-functional, multicultural teams and deliver results in complex environments. Highly developed analytical and strategic problem-solving skills. Personal Attributes Recognized as a trusted advisor within the investment and lender community. Motivated by building long-term client relationships, teams, and advisory capability. Willingness to travel as required to support clients and make transactions across key financial hubs. Alignment with Worley's purpose of delivering a more sustainable world, with a practical, evidence-based approach to sustainability and energy transition. #LI-NM4 Moving forward together We're committed to building a diverse, inclusive and respectful workplace where everyone feels they belong, can bring themselves, and are heard. We provide equal employment opportunities to all qualified applicants and employees without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by law. We want our people to be energized and empowered to drive sustainable impact. So, our focus is on a values-inspired culture that unlocks brilliance through belonging, connection and innovation. And we're not just talking about it; we're doing it. We're reskilling our people, leveraging transferable skills, and supporting the transition of our workforce to become experts in today's low carbon energy infrastructure and technology. Whatever your ambition, there's a path for you here. And there's no barrier to your potential career success. Join us to broaden your horizons, explore diverse opportunities, and be part of delivering sustainable change.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

Experience: 2 to 6 years in commercial finance transactions. Responsibilities: Represent clients, including borrowers and lenders, in complex middle-market commercial lending transactions, including applicable advice under the Uniform Commercial Code for secured transactions. Advise on and handle term loans, letters of credit, acquisition financing. Manage documentation and negotiations for equipment leasing and finance agreements. Facilitate cross-border transactions involving secured and unsecured credit facilities. Requirements: Juris Doctor (J.D.) from an accredited law school. Proven ability to work collaboratively with other practice areas to provide comprehensive solutions to clients. Excellent written and verbal communication skills. Strong academic credentials. Salary: $124,000 to $158,000 A competitive compensation and comprehensive benefit package, including medical, dental, vision, life, long term disability, flexible spending, 401(k), Paid Time Off, pension plan, and more. At this time, the good faith estimate of the annual salary range for this position, if the successful applicant is based Buffalo, Rochester, or Albany office, is $124,000 to $158,000. Where a successful applicant is slotted within this range will vary based on legitimate criteria, such as experience, portables, and skill level. This range is not applicable to other locations.

Join a Best-Managed Employer as a Sr. Trade Analyst At GHY, we don't just move goods across borders - we move possibilities forward. As a “Best-Managed” Employer, we're proud to be a family-led organization where people genuinely care about their work, their clients, and one another. For over a century, we've been helping importers and exporters trade confidently in global markets. With offices across Canada and the United States - including Toronto, Emerson, Winnipeg, Calgary, Vancouver, North Dakota, and South Carolina - GHY continues to grow through integrity, innovation, and care. Why You'll Love Working Here: We CARE: Our values guide everything we do - Clients are our focus, Associates matter, Relentlessly serving traders, Excellence and innovation in all we do. Work-Life Balance: Flexibility and connection matter. Our Giveback Committee, Social Committee, and Cultural Ambassadors keep our teams supported, engaged, and inspired. Competitive Compensation: Fair pay through scheduled salary assessments and a performance-based bonus program. Excellent Benefits: Comprehensive, subsidized health, dental, vision, short- and long-term disability, and life & AD&D coverage. Growth & Development: Access to our internal university, leadership development program About the Role Are you a seasoned trade compliance professional with a passion for customs regulations and client consulting? Reporting to the Director of US Trade Services, you'll serve as a subject matter expert, mentor colleagues, and provide strategic guidance to clients on complex trade matters. What You'll Do Advise clients on tariff classification, valuation, country of origin, and free trade agreement qualification, and draft CBP Binding Ruling Requests. Support compliance activities including verifications, post-entry corrections, and coordination with CBP and Partner Government Agencies. Prepare scope of work proposals, identify client risks and refund opportunities, and assist with duty drawback coordination. Compile customs documentation, manage post-entry filings, and maintain logs for refunds, CBP requests, and entry status. Research and resolve supplemental duty bills and penalties, and generate reports to support trade operations. Contribute to business development by creating trade-related presentation content and participating in team huddles and process improvements. What You Bring Skills & Competencies: Strong attention to detail and organizational skills Self-motivated with the ability to manage deadlines and heavy workloads Excellent verbal and written communication skills Ability to represent GHY professionally with clients, colleagues, and CBP Advanced knowledge of: Tariff classification and Explanatory Notes U.S. Customs regulations (19 CFR) Valuation rules and country of origin determinations Proficiency in: Executing customs entries for all transportation modes ACE functionality and brokerage software Microsoft Excel and the full Microsoft Office Suite Experience & Education Minimum 10 years of experience in the customs industry Certified Customs Specialist (CCS) designation U.S. Customs Broker License Working Conditions Minimal supervision required Primarily desk-based (90%) with occasional standing or travel (5% each) 📍 Location: Remote- must be able to travel to Pembina, ND office for training 🕒 Hours: Monday-Friday, 8:30 AM - 5:00 PM CST (40 hours/week) 📅 Holidays: One statutory holiday per year will be required to be worked Why GHY? At GHY, we're committed to building a culture of collaboration, growth, and excellence. You'll join a team that values expertise, supports professional development, and works together to deliver exceptional service to our clients. Ready to take the next step in your trade services career? Apply now and help shape the future of global trade with GHY.

Corporate Access Analyst, Healthcare Corporate Access Events The Analyst, Corporate Access - Events role will support the planning, coordination, and execution of high-impact events, thematic forums, investor trips, and bespoke gatherings within the Corporate Access. This role is essential in ensuring operational excellence and a seamless experience for corporate executives, investors, and all internal stakeholders. The Analyst will manage logistics, track project plans, prepare materials, coordinate registration and meeting schedules, and support onsite event execution. Core Responsibilities Event Planning & Coordination Support planning and execution of conferences, sector thematic programs, field trips, and various bespoke programs. Assist with agendas, attendee lists, materials, and internal documents. Maintain event plans, timelines, and production schedules. Assist with marketing material creation, registration, schedules, attendee communications, and assist with all coordination between vendors, venues, and internal stakeholders. Act as a professional representative of the Corporate Access team onsite. Update CRM data systems with attendance and meeting details, maintaining accuracy in all data-entry and reporting tasks. Support post-event reporting and marketing documentation. Collaborate with Research, Sales, and Banking, and other internal teams helping support and prepare communication workflows and internal updates. Skills & Experience Bachelor's degree preferred; 0-2 years of experience in events, operations, financial services, or similar roles. Strong organizational and project-management skills with the ability to manage multiple tasks. Attention to detail and strong written and verbal communication skills. Ability to work with Microsoft, CRM systems and event platforms preferred. Professional, polished presence with a proactive and client-service-oriented mindset. Ability to work early mornings, evenings, and travel for events. Salary Annual base salary of $80,000. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ****************************************** or ************. Guggenheim Securities, LLC (“GS”) does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.

We are seeking a dedicated and knowledgeable Financial Advisor to join our team in the Buffalo area. As a Financial Advisor, you will be responsible for providing financial guidance to clients, helping them make informed decisions about their money and financial future. Key Responsibilities: Assessing clients' financial situations and goals Developing personalized financial plans Providing advice on investments, taxes, retirement planning, and insurance Monitoring and adjusting clients' financial plans as needed Building and maintaining client relationships Qualifications: Proven work experience as a Financial Advisor or similar role Strong knowledge of financial planning strategies and products Excellent communication and interpersonal skills Ability to explain complex information clearly and simply Bachelor's degree in Finance, Business, Economics or related field (preferred) Certification such as CFP (Certified Financial Planner) is a plus If you are passionate about helping others achieve their financial goals and possess the required qualifications, we would love to hear from you. Apply now to be a part of our dynamic team as a Financial Advisor.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective Job Description: If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: * Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs * Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies * Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies * Source prospective clients and capitalize on referrals * Deliver customized solutions and the full resources of Bank of America Merrill * Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: * FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience * Established and portable practice with a minimum of $1MM in production * Experience managing client portfolios and driving growth * Proven relationship building and business development skills Desired Skills: * Bachelor's degree or higher strongly preferred * Proven ability to partner and promote lead generation. * Experience balancing investment management, sales activities and new client development. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Possess excellent communication skills, both written and verbal * Highly entrepreneurial Shift: 1st shift (United States of America) Hours Per Week: 40

Collaborate with Innovative 3Mers Around the World Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers. This position provides an opportunity to transition from other private, public, government or military experience to a 3M career. The Impact You'll Make in this Role As a Plant Financial Analyst for the United States and Canada (USAC), you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by: * Serving as the financial business partner for CBG plants * Supporting plant and business teams through annual operating plan, monthly forecasting, and review processes * Influencing strategies, priorities, and resource allocation decisions for the business * Collaborating with cross-functional business team members to assess the impact, prioritize, and implement initiatives to help the organization meet its financial and operational goals * Ensuring compliance with 3M's Global Financial Standards Your Skills and Expertise To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications: * Bachelor's degree or higher in Finance or Accounting (completed and verified prior to start). Additional qualifications that could help you succeed even further in this role include: * Three (3) years of finance and accounting experience in a private, public, government, or military environment * Excellent influencing, written, and verbal communication skills * Experience leading others and contributing on cross-functional teams * Excellent organizational skills Work location: This role follows on-site workijng model, requireing the employee to work at least four days a week at the 3M Center in Maplewood, MN, Hutchinson, MN, Tonawanda, NY; Cynthiana, KY; and Perth, Canada Travel: May include up to 10% domestic Relocation Assistance: Not Authorized Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status). Supporting Your Well-being 3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope. Chat with Max For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting Applicable to US Applicants Only: The expected compensation range for this position is $96,558.00 - $118,014.60, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: *************************************************************** All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M. Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M. Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties. Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement. Pay & Benefits Overview: https://**********/3M/en_US/careers-us/working-at-3m/benefits/ 3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law. Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly. 3M Global Terms of Use and Privacy Statement Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms. Please access the linked document by clicking here, select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP ) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Buffalo,NY $60,405.80 - $60,405.80

Our award-winning client is seeking a Financial Analyst to join their team.Our client is looking for a talented Financial Analyst to join our dynamic team. In this role, you'll be a key player in optimizing IT spending, ensuring financial resources are aligned with strategic goals, and identifying cost-saving opportunities. You'll leverage your analytical skills to manage budgets, analyze financial data, and make informed recommendations. Responsibilities: Partnering with IT and business leaders to create and manage IT budgets, ensuring financial resources are aligned with strategic goals. Analyzing IT expenditures, identifying spending trends and variances, and providing valuable insights into the financial performance of IT initiatives. Identifying opportunities to save costs and improve efficiency within the IT department, including analyzing vendor contracts and proposing cost-effective solutions. Tracking IT software licenses, managing contract lifecycles, and assisting in negotiating contracts and pricing with IT vendors. Required Qualifications: A bachelor's degree in business, finance, accounting, MIS, or a related field. 4+ years of experience in a similar role. Strong analytical and problem-solving skills with a passion for data. Excellent communication and interpersonal skills, with the ability to explain complex financial concepts clearly and concisely. The ability to work independently in a dynamic environment and prioritize effectively. Bonus points if you have: Experience with financial modeling and data analysis tools. A strong customer service focus and a proactive approach.

Artech is the #1 ranked IT Staffing Company in the US owned my woman (MWBE), according to Staffing Industry Analysts' 2016 annual report. Artech provides technical expertise to fill gaps in clients' immediate skill-sets availability, deliver emerging technology skill-sets, refresh existing skill base, allow for flexibility in project planning and execution phases, and provide budgeting/financial flexibility by offering contingent labor as a variable cost. Job Description Title: Finance Analyst - L3 Location: Buffalo, NY Duration: Minimum 12 Months Client: Largest Pharmaceutical company in the USA. Decision support and simplification: • Provide expert advice to customer groups by proactively identifying opportunities and raising challenges to meet business objectives and mitigate risks • Create nonstandard financial analysis and present trends • Provide financial analysis as requested • Work with Shared Management Accounting Services to ensure successful month end processes and reporting • Support Sr. Finance Partner in development and implementation of standard costing model for annual standard cost setting of products to commercial, and generation of standard costs for NPI products • Provide analytical support on an as needed basis to strategic activities such as business development (Value Engineering improvements), business evaluation proposals etc. • Execute post-acquisition integration activities (e.g., GPS savings tracking, capital cost- savings project tracking) Financial management and governance: • Manage financial management activities for Oak Hill site in support of delivering business strategies and maintaining strong financial governance • Accountable for risk identification and management for strong financial governance • Review management accounts (actual, forecasts, budgets) to assist senior embedded business finance support in signing off on income statement and balance sheet • Develop close working relationships with functional departments to ensure good financial understanding, control and identification of cost saving opportunities • Assist in the management of corporate approvals (e.g., compliance with corporate development and ABAC requirements) Qualifications Influence and relationship building: • Assist in the management of financial activities / issues for external business partnerships (e.g., third-party supplier, outsourcing partner, etc.) • Educate customer groups on financial aspects of business decisions and resource allocations. Professional qualification (e.g., CPA, MBA, Financial Accounting or Business degree) Business / Accounting Qualification: • Experience working in business / functional unit • Experience working in commercial P&L environment • Demonstrated business skills executed with integrity and independent judgment • Ability to effectively use negotiation and conflict resolution skills • Experience working with client groups with ability to influence and challenge stakeholders at various levels • Understanding of underlying business drivers • Proficient financial knowledge of modeling, analysis, evaluation, and forecasting • Experience working in cross-functional teams and across a matrixed environment • Good interpersonal skills demonstrated by creation of a network of key partners within Finance and the business and the ability to bridge communications gap between finance and non-finance • Understanding of systems and processes as they affect the financial results (JDE, Prism, DCS, etc.) • Excellent computer skills including Excel, Word, PowerPoint Additional Information If you have any questions releated to this Job feel free to reach me @ ************ Best Regards Pramod Galande:)

MacLean-Fogg is a global manufacturing company with more than 100 years of innovation and excellence. Guided by our core values-Integrity, People, Customers, and Stewardship-we continue to build on a century-long legacy while driving the future of manufacturing. Our diverse businesses serve the automotive, industrial, and other critical industries, creating an environment where talent thrives, creativity flourishes, and collaboration drives success. Location: Multiple U.S. Locations - View all locations Program Duration: Summer 2026 (10 Weeks) Pay Range: $18-$25 per hour (based on location, experience, and academic level) Program Overview Our Summer Internship Program offers real-world exposure to corporate finance and the opportunity to contribute to meaningful projects from day one. Over 10 weeks, you will gain: Hands-on experience in financial analysis, reporting, and business operations. Mentorship and guidance from experienced industry leaders. A professional network across functions and facilities. Career-ready technical and professional skills. When applying, you will be prompted to select all MacLean-Fogg locations where you are interested in being considered. What You'll Do As a Finance Intern, you will: Assist with financial planning, budgeting, and forecasting activities. Support monthly and quarterly reporting by preparing data and analysis. Conduct variance analysis to compare actuals against forecasts. Partner with business units to understand financial drivers and performance. Complete a capstone intern project and present results to leadership. Qualifications We're seeking motivated students who are ready to learn, grow, and contribute: Currently pursuing a degree in Finance, Accounting, Economics, or Business Administration (or related field). Minimum 3.0 cumulative GPA (on a 4.0 scale). Proficiency in Microsoft Excel; familiarity with ERP or financial systems is a plus. Strong analytical, problem-solving, and communication skills. Collaborative mindset with a willingness to take initiative. Ability to work on-site at one of our locations for the duration of the program. Compensation & Benefits Competitive hourly pay. Skill development through hands-on learning. Structured mentorship and feedback. Networking opportunities with peers and professionals. Experience presenting to leadership at program completion.

Under general supervision, responsible for monthly reporting and analysis. Responsibilities include: Preparation of payroll and month-end closing journal entries including accruals and prepaids Detailed general ledger maintenance Balance sheet account monthly reconciliations Preparation of monthly financial statements with variance analysis and supporting schedules. Conduct the primary review of various accounts and initiate any corrections. Report utility usage, work orders and other data with graphs. Prepare annual budgets for review of management and forecasting support of operations and capital projects Initiate Purchase Orders for billable time, work orders, capital projects, and annual funding Capital projects-prepare authorization requirement documentation and maintain funding projections, funding records and work in progress status Initiate purchase orders for capital project reimbursements and annual purchase orders for both Linde and Newmark Invoice Linde for billable work orders, machinists' time and other monthly funding and maintain Accounts Receivable activity Various other accounting reporting such as Quarterly Diversity for Linde (WBE/MBE/SBE) Coordinate accounting matters with other departments. Direct interface with internal/external management Perform general administrative functions when needed including inputting work orders from Help Desk requests Salary: $75,000 - $80,000 annually The expected base salary for this position ranges from $75,000 to $80,000 annually. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.) Skills, Education and Experience: Bachelor's degree in business administration or equivalent experience. Minimum of 5 years of previous accounting experience. Must be proficient with MS-Excel and familiar with MS-Word and Adobe Acrobat. Experience with computerized accounting systems (Nexus, JDE, MRI) a plus. Working in facilities maintenance/management a plus. Position reports to the Sr. Facility Manager. Work Location: On Site (Tonawanda, NY 14150) Newmark is an Equal Opportunity Employer, M/F/D/V

Job Description The full-time Financial Analyst will provide analytic support for all provider and payer contracting, value-based reimbursement design, modeling, and verification, as well as updating and creating reporting for groups in GLIN Duties and Responsibilities ( including but not limited to ) Support, and at times lead, special projects and ongoing performance improvement, growth, and population health initiatives across the enterprise Conduct analyses that deliver effective decision-making support by analyzing complex financial information, forecasting business, industry, and economic conditions, and presenting implications and innovative solutions to senior management Design and develop analytic models using Excel and Tableau for value-based reimbursement programs both with payers and providers, across multiple business lines, including Commercial, Medicare Advantage, Medicaid, and Government Programs Creates and implements methodology using multiple techniques to forecast the financial performance of value-based contracts. This can include probability and statistics or actuarial techniques Develop and foster internal relationships across the corporation. Provide analytic and consultative support to a broad spectrum of internal customer areas and external business partners. Provide reasoning for variances and make recommendations relative to the accounting of reserves, assets, and expenditures. Provides analytical support for value-based programs, including independently monitoring/measuring the performance of the initiatives by leveraging utilization, financial, clinical, and benchmark data from multiple internal and external sources. Will perform analysis, summarize results, and oversee value-based payments Qualifications or Education, Training, and Experience Education: Bachelor's degree in mathematics, actuarial, finance, business or related field or comparable work experience, with an analytical/quantitative, healthcare, business or technical focus required. Minimum of two years' experience in financial/actuarial or other types of analytical modeling role required. Minimum of one year experience in a healthcare or health insurance setting preferred. Knowledge, Skills, and Abilities: Excellent communication skills, including presentation of complex topics, written, and oral communication Must be skilled in Microsoft suite: Excel - Proficient PowerPoint - Proficient Word - Proficient Analytical Problem-solving Project management Interpersonal Business acumen Strategic thinking Initiative Innovation Judgement Location: Must be located in Buffalo, NY or the surrounding areas. We offer an outstanding benefits package including health, dental, 401K, vacation, and PTO, as well as a great working environment. Pay range $75,000 to $85,000 The referenced pay range represents the minimum and maximum compensation for this job. Individual annual salaries/hourly rates will be set within job's compensation range, and will be determined by considering factors including, but not limited to market data, education, experience, qualifications, expertise of the individual, and internal equity considerations. Equal Employment Our culture encourages individual development, embraces an inclusive environment, rewards innovative excellence, and leads New York in provider and patient satisfaction. Great Lakes Integrated Network (GLIN) values diversity, inclusion, and equity as matters of fairness and effectiveness . We are committed to hiring and retaining a staff that reflects the diversity of the communities we serve, fostering an inclusive working environment where staff of all backgrounds feels welcomed and engaged . Great Lakes Integrated Network is an Equal Opportunity Employer

Company:MercerDescription: We are seeking a talented individual to join our Investments team at Mercer. This role can be based in New York, Boston, King of Prussia, Chicago, St. Louis, or Atlanta. This is a hybrid role that has a requirement of working at least three days a week in the office. As an Investment Training and Staffing Support Specialist, you will play a key role in supporting the talent development, training and staffing initiatives led by the Investments Talent and Training Director. In this role, you will support entry-level hiring, onboarding, training and cohort development initiatives aligned with the Investments talent strategy. Collaborate with People Managers and the senior talent team to support staffing and development plans. Investment Consultant - Investments Training and Staffing Support We will count on you to: Collaborate with the Investment Talent and Training Director to help establish formal training protocols, success metrics, and career development pathways. Assist in managing entry-level hiring, onboarding, and cohort development processes to ensure a steady pipeline of talented investment professionals. Monitor and report on established success metrics sharing findings with the Investment Talent and Training Director Collaborate closely with the offshore investments team, working as 'one team' to align talent strategies and training, share best practices, and foster a unified organizational culture. Opportunity to leverage your investment acumen to support a small number of investment clients. Assist in managing the investment internship programs, technical training, and staffing processes. Support the implementation of competency frameworks and promotion criteria for junior roles. Contribute to the design and delivery of technical and soft skills training programs for investment professionals. Support continuous process improvements to enhance onboarding and staffing efficiency, ensuring alignment with the broader talent strategy. What you need to have: Experience supporting talent development, training and staffing initiatives within an investment or financial services environment. Familiarity with entry-level hiring, onboarding, and cohort development processes. Ability to assist in managing internship programs, technical training, and staffing logistics. Strong collaboration skills to work effectively with People Managers, senior talent teams, and cross-functional partners. Client facing consulting experience enabling you to understand and address client needs effectively. What makes you stand out? You have a passion for building a high-performing investment talent pipeline and supporting career development at the junior level. You thrive in a collaborative, forward-thinking environment committed to professional excellence and organizational growth. You bring a proactive approach to continuous improvement and a commitment to fostering a culture of learning and development. Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. #WealthNorthAmerica Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.The applicable base salary range for this role is $88,000 to $176,000.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.