Finance consultant jobs in Asheville, NC - 26 jobs

At Pinnacle, our goal is to create an atmosphere where people can become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and excellent. For us, it starts with hiring the right people. We hire like-minded people who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance and Discipline. We hire experienced professionals who understand the industry and provide effective advice. We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched. But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affect the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Consultant should demonstrate commitment to delivering distinctive service. This position will be responsible for building and managing of investment portfolios at Pinnacle Asset Management. This position will serve as an advisor to clients, providing effective financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance. PRIMARY RESPONSIBILITIES: Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). Balance new client development, sales activities, investment management, client service and compliance with a personal and professional attitude. Meet production targets that impact overall company revenue goals. Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them identify their investment objectives. Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches. Recommend investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences. Seek expertise of internal resources to identify investment opportunities and solutions for clients. Open, transfer and close client accounts and maintain appropriate account records. Monitor the client's portfolio and make recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, taking newly offered investments into consideration. Obtain and verify the client's purchase and sale instructions, enters orders, and follows up on completion of transactions. Complete required program training and assignments, obtain mandatory industry licenses within prescribed timeframes, mastering assessments and meeting minimum performance and production standards. Explain the organization, participant, and function of various securities markets and the principal factors that affect them. Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. Assist other team members as needed to ensure delivery of distinctive service. Perform other related duties and responsibilities as assigned. DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING: High School Diploma or Equivalent - College degree is preferred. Minimum of 10 years' experience in financial services industry preferably in Asset Management. Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. Effective and proven sales experience. Series 7 and Series 63/65, or Series 66. Knowledge of Asset Management products, policies, and procedures. DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES: Effective sales, negotiation, problem-solving, and interpersonal skills. Excellent verbal and written communication skills. Excellent organizational skills and attention to detail. Ability to work independently and prioritize daily tasks. Excellent client service skills. Tact and diplomacy in dealing with both clients and associates. The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. POSITION STATUS: EXEMPT DATE: 09.02.2021 Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.

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

Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times. We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team. If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board! Job Purpose We are seeking a strategic, analytical, and forward-thinking Strategy Analyst to join our Strategy & Business Development team. This role is ideal for a candidate who thrives on solving complex business problems, developing financial models, and shaping long-term growth strategies. You will work closely with senior leadership to drive data-informed decisions, optimize performance, and identify new growth opportunities in a dynamic, regulated environment. This is a high-impact role that blends financial analysis, strategic planning, and cross-functional collaboration. The ideal candidate brings a consulting mindset, strong communication skills, and a passion for driving transformation and innovation. Duties and Responsibilities Strategic Analysis & Planning * Partner with senior leadership to define and refine the company's growth strategy and long-term strategic roadmap. * Apply structured, hypothesis-driven problem solving to identify root causes of business challenges and evaluate strategic alternatives. * Translate strategic objectives into actionable initiatives and performance metrics. Financial Modeling & Scenario Analysis * Develop and maintain complex financial models to forecast business scenarios, assess risk, and evaluate the financial impact of strategic options. * Conduct pricing, portfolio performance, and risk assessment modeling using tools such as Excel, SQL, or Python. * Owns M&A and partnership evaluations by assessing financial viability, integration risks, and strategic fit. Market Research & Competitive Intelligence * Continuously monitor industry trends, emerging technologies, competitor strategies, and regulatory developments. * Provide thought leadership on market dynamics and articulate strategic implications for the business. * Benchmark performance metrics and identify opportunities for product diversification, geographic expansion, or operational improvement. Cross-Functional Collaboration * Lead and collaborate with cross-functional teams (e.g. Finance, Risk, Operations, Compliance) to design and implement strategic initiatives. * Ensure alignment of departmental plans with overall business strategy and regulatory requirements (e.g., FCRA, TILA). * Integrate compliance and risk considerations into strategic planning and execution. Executive Communication & Reporting * Synthesize complex analyses into clear, compelling presentations, dashboards, and reports for executive leadership and the Board. * Communicate strategic recommendations and business cases using storytelling, data visualization, and persuasive narratives. * Prepare executive- and board-level documents and scenario analyses to support strategic decision-making. * Own prioritization and execution of strategic initiatives, using project management skills to ensure timely progress and cross-functional alignment. * Track performance against strategic goals and provide insights to refine execution plans. Minimum Qualifications * Bachelor's degree in Finance, Economics, Engineering, Business Analytics, or a related field. * 2 to 5 years of experience in financial analysis, strategy consulting, or investment research, preferably within lending, consumer finance, or banking sectors. * Proven experience in data analysis and modeling, including deep financial valuation analysis, loan performance, pricing, and risk metrics. * Strong understanding of financial regulations and compliance standards in the lending industry. Preferred Qualifications * Prior experience at a top-tier consulting firm, asset management firm or financial institution * CFA, MBA, or advanced degree is a plus but not required. * Familiarity with subprime-specific challenges such as high-risk borrower segmentation, collateral valuation, and loss mitigation strategies. Key Skills and Traits * Proficiency in analytical tools and software (Excel, Tableau, Sigma); experience with SQL, Python, or R is a plus. * Strategic mindset with excellent problem-solving abilities and business acumen. * Exceptional communication skills for presenting complex findings to non-technical stakeholders. * Ability to work independently in a fast-paced, high-growth environment while managing multiple priorities. * Comfortable working with AI-enabled tools and adapting practices as technology evolves. * Knowledge of machine learning techniques for predictive modeling (e.g., credit risk scoring) is advantageous. Working Conditions This position works in an office environment. Compensation for this position varies by experience and location. The expected range is between $150,000 and $225,000 If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: ************************************************************************************************** Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law ("Protected Characteristics"). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.

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

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.

**Job Purpose** Responsible for a broad range of in-depth business functions and plays a key role in meeting financial reporting and analysis requirements while ensuring MFA policies and related internal controls are adhered to. Integral responsibility for the coordination of budget and forecast for the site. **Principal Accountabilities** + Responsible for Quarterly and Annual Budget, as well as interfacing with functional managers. + Coordinate monthly earnings forecast and communicates with the management team. + Perform weekly shipment and inventory analysis. + Perform Adhoc Financial Analysis including feasibility studies and payback analyses for major capital projects. + Provide financial input to management in assessing new business opportunities. + Submit monthly financial reports to the Corporate Headquarters for consolidation. + Provide a variety of in-depth monthly reports to site leadership including Variable Cost and Controllable Cost Analysis. + Oversee organizational credit responsibilities including customer risk assessment, minimizing financial exposures, and write-offs. + Assist Customer Service and Sales and Marketing with analyzing Accounts Receivable. + Provide support for internal and external audits. + Perform Month end and Year end closing activities. **Knowledge / Skills / Experience** + Bachelor's degree in finance, Accounting or a related field required. Advanced Degree preferred. + Manufacturing experience highly preferred. CPA would be a plus. + 7+ years of Financial Planning and Analysis experience. + ERP experience required, preference for SAP + Strong written and verbal communication, and interpersonal skills. + Demonstrate attention to detail. + Strong computer skills including but not limited to Word, Excel, Power Point, and SAP. + Must be efficient and possess strong problem-solving and analytical skills. + **The salary range for this position is $80,000 - $120,000. Factors such as scope and responsibilities of the position, candidate's work experience, education/training, job-related skills, internal peer equity, as well as market and business considerations may influence base pay offered. This salary will be subject to a geographic adjustment (according to a specific city and state), if an authorization is granted to work outside of the location listed in this posting.** + **Competitive Benefits** + **Benefits begin on DAY 1!** + **Employee Assistance Programs** + **Curated Self-Paced Learning & Development Programs for all Employees** **Mitsubishi Chemical Group (MCGC) and any of our subsidiaries do not accept unsolicited resumes from individual recruiters or third-party agencies. No fee will be paid to third parties who submit unsolicited candidates directly to our hiring managers or HR team. No placement fees will be paid to any firm unless specifically invited on the search by the MCGC Talent Acquisition team and such candidate was submitted to the MCGC Talent Acquisition Team via our Applicant Tracking System.** EEO Statement All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. Applicants with disabilities may be entitled to a reasonable accommodation under the Americans with Disabilities Act and/or other applicable laws. If you require accommodation due to a disability at any time during the recruitment and/or assessment process, please contact Talent Acquisition.

Job Purpose Responsible for a broad range of in-depth business functions and plays a key role in meeting financial reporting and analysis requirements while ensuring MFA policies and related internal controls are adhered to. Integral responsibility for the coordination of budget and forecast for the site. Principal Accountabilities Responsible for Quarterly and Annual Budget, as well as interfacing with functional managers. Coordinate monthly earnings forecast and communicates with the management team. Perform weekly shipment and inventory analysis. Perform Adhoc Financial Analysis including feasibility studies and payback analyses for major capital projects. Provide financial input to management in assessing new business opportunities. Submit monthly financial reports to the Corporate Headquarters for consolidation. Provide a variety of in-depth monthly reports to site leadership including Variable Cost and Controllable Cost Analysis. Oversee organizational credit responsibilities including customer risk assessment, minimizing financial exposures, and write-offs. Assist Customer Service and Sales and Marketing with analyzing Accounts Receivable. Provide support for internal and external audits. Perform Month end and Year end closing activities. Knowledge / Skills / Experience Bachelor's degree in finance, Accounting or a related field required. Advanced Degree preferred. Manufacturing experience highly preferred. CPA would be a plus. 7+ years of Financial Planning and Analysis experience. ERP experience required, preference for SAP Strong written and verbal communication, and interpersonal skills. Demonstrate attention to detail. Strong computer skills including but not limited to Word, Excel, Power Point, and SAP. Must be efficient and possess strong problem-solving and analytical skills. The salary range for this position is $80,000 - $120,000. Factors such as scope and responsibilities of the position, candidate's work experience, education/training, job-related skills, internal peer equity, as well as market and business considerations may influence base pay offered. This salary will be subject to a geographic adjustment (according to a specific city and state), if an authorization is granted to work outside of the location listed in this posting. Competitive Benefits Benefits begin on DAY 1! Employee Assistance Programs Curated Self-Paced Learning & Development Programs for all Employees Mitsubishi Chemical Group (MCGC) and any of our subsidiaries do not accept unsolicited resumes from individual recruiters or third-party agencies. No fee will be paid to third parties who submit unsolicited candidates directly to our hiring managers or HR team. No placement fees will be paid to any firm unless specifically invited on the search by the MCGC Talent Acquisition team and such candidate was submitted to the MCGC Talent Acquisition Team via our Applicant Tracking System. EEO Statement All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. Applicants with disabilities may be entitled to a reasonable accommodation under the Americans with Disabilities Act and/or other applicable laws. If you require accommodation due to a disability at any time during the recruitment and/or assessment process, please contact Talent Acquisition.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments strategies that align with client financial goals and needs Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds Mitigates and controls risk as part of daily activities Identifies and engages potential new clients through referrals or financial center clientele Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses; if you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded Sets and accomplishes goals, achieving whatever one sets their mind to Builds and nurtures strong relationships Collaborates effectively with others to get things done Communicates effectively and confidently and is comfortable engaging all clients Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment Likes to learn, adapts to new information and seeks the right solutions for clients Efficiently manages time and capacity Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients Desired Qualifications: Strong computer skills with an ability to multitask in a demanding environment Minimum of three years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) Obtained insurance licenses Skills: Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

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

About the Company: JOST International began as a small business in the early 1980s, where we submitted the patent application for the very first steel cast fifth wheel coupling. Since our start in Grand Haven, Michigan, JOST International has grown to become a world market leader for fifth wheels and landing gear and an international supplier for the commercial trucking industry. Though we've grown through the years, JOST International is proud to retain the same values and principles that launched our business decades ago - a dedication to safety and continuous innovation, and above all, a close relationship with our customers and our employees. Jost International is a leading Tier 1 supplier in the automotive industry, specializing in innovative solutions for the commercial truck, trailer, and agriculture markets. Our commitment to quality, customer satisfaction, and continuous improvement has established us as a trusted partner to OEMs and major industry players. Position Overview: The Financial Analyst plays a critical role in supporting strategic and operational decision-making within the business. This position is responsible for conducting in-depth financial analysis, forecasting, and reporting to drive performance, cost control, and profitability across manufacturing, sales, and supply chain operations. The role requires close collaboration with cross-functional teams including operations, engineering, procurement, and sales to interpret data, identify trends, and provide actionable insights. A strong understanding of capital-intensive industries, market cycles, and complex cost structures (including materials, labor, and logistics) is essential. This role requires proficiency in financial modeling, budgeting, variance analysis, and KPI reporting, as well as the ability to communicate complex financial concepts to both financial and non-financial stakeholders. This position can be located in Tennessee or Michigan Key Responsibilities: Costing and Variance: Build/ maintain standards; partner with Engineering/Supply Chain on BOMs, routings, labor/overhead rates. Analyze PPV; labor/overhead absorption, scrap, rework, inventory adjustments; drive root-cause fixes. Month Close (ERP-Driven): Run ERP month-end routines; material re-costing, cost center expense reviews, margin analysis, inventory reconciliations. Validate moving-average and standard costs, catch price/receiving unit errors before they post. Own accruals for freight, duties, rebates, and inventory adjustments; reconcile CapEx, prepaids, open POs to the trial balance. Deliver manufacturing P&L packs and margin bridges that break down vol/mix/price/PPV/absorption/FX with zero hand-waving. Plant/ Operations Support: Model run rates, yields, and capacity; tie KPIs to floor reality (OEE, scrap, throughput, on-time). Partner with production leaders to execute actions from your analysis and close the loop. Forecasting, Budget, & CI: Rolling forecast and annual plan; scenario modeling on volume/mix, price, surcharges, FX, tariffs. Cost-down and CI initiatives, make-vs-buy, product launches/ECNs, footprint and CapEx business cases. Commercial Analytics & Inventory Control: Monitor cycle counts and valuation; investigate WIP aging, backflush errors, cut-off, reserves. Enforce material master discipline (prices, units, sourcing) and ECN impacts on cost. SKU/ customer profitability; price/mix and rebate tracking; margin improvement actions with Sales. Requirements Qualifications: Education: Bachelor's in Finance/Accounting/Econ/Industrial Engineering (or equivalent). MBA/MS a plus, not mandatory. Experience: Large-company or multi-plant manufacturing (automotive, heavy truck, off-highway, hydraulics, metal fab, tier-1/2). Controlling toolkit: standard costing, BOM/routing fluency, variance analysis, inventory accounting, margin walks. ERP chops: you've run close cycles (material costing, variance analysis, inventory reconciliations, margin bridges) in a tier-1 system (SAP, Oracle, Infor, JDE, etc.). Analytics that change behavior-you've presented to Ops and driven action with measurable impact. Tools: Excel power user + Power BI (DAX a plus). Skills and Competencies: SQL/Python for data wrangling; EDI/surcharge logic; FX and transfer-price basics. MES/shop-floor data exposure; Lean/CI experience. CPA/CMA (or in progress) Detail-accurate, deadline-reliable. Compensation and Benefits: Competitive salary and performance-based incentives. Comprehensive benefits package, including health, dental, and vision insurance. Professional development and career advancement opportunities. Physical Requirements: This is primarily a sedentary role within an office setting. While performing duties of this job, the employee will regularly; sit, stand, walk, reach, bend, twist and rarely will be required to stoop, kneel, lift or move objects of less than fifty pounds. I will be given written work instructions on how I am to perform this job and I will be fully trained in this position according to those work instructions. I understand that if I fail to perform, I will be disciplined, leading up to and/or including termination of my employment.

Job Title: Financial Analyst I Reports To: Vice President, Financial Operations Join a team that cares for your community - and for you! At Allergy Partners, we are dedicated to improving the lives of our patients through compassionate, personalized allergy and asthma care. As part of the nation's largest allergy practice, our team combines the resources of a trusted network with the close-knit feel of a local office. We take pride in serving our community, building lasting relationships with patients and families, and being a trusted partner in their long-term health. Within our practice, we foster a supportive and collaborative work environment where every team member plays a vital role in creating excellent patient experiences. Joining our team means being part of a workplace that values professional growth, teamwork, and a true commitment to making a difference both inside and outside the clinic. As a member of the support center, this position helps strengthen Allergy Partners' nationwide network by providing essential financial insight and support. The Financial Analyst I plays a key role in ensuring our practices have the tools and resources needed to operate efficiently and deliver exceptional patient care. Employee Benefits Allergy Partners is happy to provide the following benefits for our employees: Full-Time 401(k) Health Insurance Paid Time Off Paid Holidays Vision Insurance Health Savings Account (HSA) Dental Insurance Life Insurance Disability Insurance COMPENSATION INFORMATION Actual compensation may vary depending on job-related knowledge, skills, and experience. Job Summary The Financial Analyst I supports the Financial Operations team in conducting comprehensive due diligence and financial analyses related to medical practice acquisitions, new provider onboarding, and growth initiatives. Under the direction of the Vice President, Financial Operations, this role assists in evaluating acquisition targets, preparing financial models, and supporting strategic decisions that drive organizational expansion and performance improvement. The position may also support financial reporting, budgeting, forecasting, and practice performance analysis, ensuring consistency and accuracy across all analyses and reports. Key Responsibilities Due Diligence and Valuation Analysis Support the evaluation of potential medical practice acquisitions by performing detailed financial due diligence and valuation analyses. Review and interpret historical financial statements, practice performance data, and operational metrics. Prepare financial projections and sensitivity analyses to assess acquisition feasibility and return on investment. Assist in preparing materials for acquisition review meetings and presentations to leadership. New Provider and Growth Analysis Perform financial and productivity analyses for potential new provider additions and de novo practice opportunities. Develop models to forecast provider revenue, expenses, and contribution margins. Collaborate with operations, clinical, and recruiting teams to ensure accurate and consistent data inputs. Budgeting and Forecasting Contribute to the development and coordination of the annual budget and periodic reforecasting processes. Prepare supporting analyses for revenue and expense assumptions, capital expenditures, and practice-level financial plans. Financial Reporting and Performance Analysis Prepare regular and ad-hoc reports that include key performance indicators, variance analyses, and profitability summaries. Analyze financial performance across practices to identify trends, risks, and opportunities for operational improvement. Collaboration and Special Projects Partner with cross-functional teams including accounting, operations, and corporate development to support decision-making. Assist in the development of standardized tools and templates for due diligence, provider analysis, and financial reporting. Support special projects or initiatives that enhance efficiency, transparency, and financial insight. Other Duties as Assigned Provide analytical support and reporting for additional financial operations projects as needed. Other Responsibilities Completes all assigned AP training (such as CPR, OSHA, HIPAA, Compliance, Information Security, others) within designated timeframes. Complies with Allergy Partners and respective hub/department policies and reports incidents of policy violations to a Supervisor/Manager/Director, Department of Compliance & Privacy or via the AP EthicsPoint hotline. Models the AP Code of Conduct and demonstrates a commitment to the AP Compliance Program, standards and policies. Maintain compliance with all policies and procedures, actively participate in enforcement of all ongoing Cybersecurity efforts to ensure safe and secure IT systems for all employees and clients at Allergy Partners. Remain vigilant and aware of new threats and assist the company by fulfilling an active role in observing, enforcement and reporting of cybersecurity incidents, efforts, programs and fulfill required training on a timely basis as required by frequency and due dates. Qualifications Qualifications & Experience 0-2 years of relevant experience in financial analysis, mergers & acquisitions, or healthcare finance preferred. Strong understanding of financial statement analysis, including the relationship between balance sheet, income statement, and cash flow. Advanced Excel and financial modeling skills required (Lookups, Pivot Tables, Arrays, and Macros). Excellent analytical, organizational, and communication skills. Demonstrated ability to manage multiple priorities and meet deadlines in a fast-paced environment. Ability to handle confidential information with discretion. Educational Requirements Bachelor's degree in finance, Accounting, Economics, or Healthcare Management required. Supervisory Responsibilities This position has no supervisory responsibilities. Physical Demands No or very limited exposure to physical risk. Work is normally performed in a typical interior/office work environment. Beware of Hiring Scams: Allergy Partners will never ask for payment or sensitive personal information such as social security numbers during the hiring process. All official communication will come from a verified company email address. If you receive suspicious requests or communications, please report them to **********************************. All of our legitimate openings can be found on the Allergy Partners Career Site (******************************************

Job Description At a Glance Time Commitment: Full-Time, 37.5 hours/week Experience Level: Intermediate Team: Finance department; reports to Finance Manager Salary: $65,000-$75,000/year + benefits Location: Asheville, NC Anticipated Start Date: February 2, 2026 The Opportunity Mountain Housing Opportunities (MHO) has delivered affordable housing solutions for income-limited homeowners and renters in and around Buncombe County since 1988. In 2025, MHOs Board of Directors adopted a 4-year Strategic Plan that sets ambitious goals to expand affordable rental and homeownership opportunities, strengthen our home repair and down payment assistance programs, advance service-enriched housing, and deepen our commitment to equity, resilience, and community impact. As Western North Carolina continues long-term recovery from Hurricane Helene, MHOs work, and the accuracy, transparency, and stewardship of our financial systems, has never been more vital. To support this next phase of growth, MHO is seeking a skilled and detail-oriented Financial Analyst to strengthen our internal financial operations. This role will play a key part in maintaining the integrity of our accounting and funds management processes; reconciling data across multiple systems; producing timely and accurate internal and external financial reports; organizing digital and paper documentation for audit readiness and helping advance the digitization and optimization of MHOs financial workflows. The ideal candidate will be mission-aligned, highly organized, and motivated to support operational excellence as MHO scales its impact across Western North Carolina. Position Summary The Financial Analyst position plays a key role in strengthening MHOs financial operations by supporting day-to-day accounting, funds management, data reconciliation, and internal and external financial reporting. This position helps ensure the accuracy and integrity of the general ledger, maintains organized financial documentation for audit and compliance needs, and supports the digitization and optimization of core financial processes. The ideal candidate brings strong technical accounting skills, attention to detail, and the ability to analyze and reconcile complex data from multiple systems to support timely, transparent, and mission-aligned decision making across the organization. This position is in-office and does not offer relocation assistance. Key Responsibilities Accounting & Funds Management Preparation of monthly bank and balance sheet reconciliations, ensuring accuracy, completeness, and timely resolution of discrepancies. Management of charitable receipts and operational disbursements in alignment with funds management workflows and internal controls. Support month-end, quarter-end and year-end close processes by preparing journal entries, schedules, reconciliations, and variance explanations. Financial Reporting & Analysis Prepare quarterly financial reporting packages, including reconciliations and analysis for the Balance Sheet, Consolidated Debt Schedule, and Profit & Loss results vs budget. Perform routine and ad hoc analyses to support program and departmental decision-making; serve as a key financial resource for internal teams and external partners. Prepare compliance reporting for grant funding, loans, and other financial obligations. Oversight, monitoring, and participation in the weekly Accounts Payable process. Audit, Documentation, & Digitalization Maintain organized digital and paper records to support internal controls, audit readiness, and financial transparency. Prepare audit workpapers and coordinate responses to auditor requests for the annual financial statement audit and other monitoring reviews. Support the digitization of financial records and help build structured, accessible documentation systems across the Finance Department. Process Improvement & Systems Development Identify, recommend, and implement process improvements, workflow efficiencies, and new reporting or planning tools. Contribute to the standardization of procedures and development of SOPs and documentation for recurring financial processes. Cross Departmental Collaboration Serve as a resource for project teams, property management, development, asset management, and external stakeholders to ensure understanding and adherence to financial procedures and requirements. Participate in special projects and other duties as assigned to support MHOs mission and operational excellence. Required Qualifications and Key Competencies Strong affinity for MHOs mission, service population; and organizational values. Bachelors degree in Finance, Accounting, Economics or related field. Minimum 3-5 years of experience in accounting, finance, or closely related field. Strong understanding of U.S. GAAP and nonprofit accounting principles, including fund accounting concepts. Demonstrated ability to reconcile complex financial data, identify discrepancies, and resolve issues with accuracy and attention to detail. Strong analytical skills, with the ability to interpret financial information and support decision making. Advanced proficiency in Microsoft programs, particularly Microsoft Excel (e.g., pivot tables, advanced formulas, data analysis). Experience using MIP or similar ERP/general ledger systems; familiarity with ADP, SharePoint, and digital documentation workflows. Strong organizational skills with the ability to maintain accurate financial documentation, manage multiple deadlines, and support audit readiness. Ability to exercise good judgment in a variety of situations. Ability to work both independently and collaboratively with cross-functional teams. Strong problem-solving and critical thinking skills. Adaptability to shifts in priorities and ad hoc requests. Ability to communicate financial information to non-financial stakeholders. Working Conditions Cognitive: Must be able to accurately read and interpret written information, communicate effectively in English by phone, email, and in person, and understand concepts behind specific ideas. Must be able to manage and recall multiple tasks or assignments over several days, attend to tasks for periods longer than 60 minutes, and maintain concentration on detailed work in an office setting with moderate interruptions. Physical: Must be able to work on a computer for extended periods. Occasional physical activities may include pushing, pulling, or carrying objects under 20 pounds; sitting, standing, bending, kneeling, walking, and climbing stairs. May occasionally need to enter or exit buildings under construction without normal ingress/egress. Must be able to travel offsite as needed to MHO properties, client locations, events, or regional /statewide meetings and training. Reasonable accommodation will be provided for qualified individuals with disabilities. Environmental: Work is primarily performed in an office environment with low to moderate noise (computers, printers, conversations). Occasional visits to construction sites may involve brief exposure to higher noise levels, uneven terrain, and other typical construction-related conditions. Time-Oriented: Must be able to work 37.5 hours during the regular Monday-Friday workweek, with occasional evening or weekend hours as needed. Equal Opportunity Employer: MHO provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender (including pregnancy), sexual orientation, gender identity or expression, national origin, age (over 40), disability, genetic information, marital status, status as a covered veteran, or any other protected class or characteristic under applicable federal, state or local laws. MHO complies with applicable federal, state, and local laws governing nondiscrimination of employment in every location in which MHO has employees. About Us: Founded in 1988 by volunteers, Mountain Housing Opportunities is the regional nonprofit leader in developing and preserving safe, stable, and affordable housing in Buncombe County and beyond. MHO serves more than 2,000 households each year in western North Carolina through affordable rental homes, essential home repair, the construction and sale of new affordable homes, and down payment assistance. MHOs mission is to build and improve homes, neighborhoods, communities, and lives, and build hope and dignity in the people we serve. MHO is a 501(c)(3) non-profit organization and operates as a Community Development Housing Organization (CHDO) and a Community Development Financial Institution (CDFI). Visit *********************** to learn more.

The purpose of this position is to ensure the adequacy of controls and accuracy of reporting relative to inventory. The Cost Analyst will assist the Plant Controller to determine that manufacturing and inventory movement data is translated into appropriate general ledger entries. They will assist with all closing responsibilities, analyze manufacturing variances and prepare supporting analyses to the financial statements. Reporting Relationship Cost Analyst reports to the Plant Controller and dotted line to the Plant Manager. This position also works closely with the Division Controller/Accounts Payable/Accounts Receivable and the Plant location's operating personnel. Essential Duties and Responsibilities • Works with the plant-manufacturing personnel to reinforce floor reporting procedures and to assist them with the recording activity to ensure data integrity on inventory reporting. • Assists plant-manufacturing with cycle counting and physical inventories to ensure accurate reporting of inventories and adjustments. • Assist with the entry of BOM. • Reviews and update standard costs for part numbers in the bill of materials. • Prepares PPV variance analysis and reporting. • Validates the cost of goods sold as part of the month-end close. • Prepare analyze and report weekly, monthly, quarterly margins analysis by customer type • Assist in month-end closing, prepare journal entries, analyze inventory evaluation and inventory roll forward • Coordinate with IT department for system issues, maintenance and development such as production purchasing, receiving shipping and other • Analyze cost accounting data and assist with cycle count/physical inventories. • Maintain internal control documentation and test internal controls • Prepare detailed account analysis and reconcile balance sheet accounts. • Work on special projects as assigned • Assist with monthly inventory reconciliations and analysis. • Supports the annual budget process. • Participates in the annual standard cost update including the preparation of annual work center variable and fixed rates per hour. • Assists in the year-end audit; observes and audits physical inventories, prepares various schedules for the auditors and collects documentation to satisfy audit requests. • Other duties and tasks assigned by the Plant Controller and/or Plant Manager. Qualifications Qualifications • To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education Requirements • Bachelor's degree in Accounting or Finance Experience • Must have a minimum of 3-5 years' experience in the manufacturing industry. Experience in the implementation of policies, procedures and controls to meet the requirements of Sarbanes-Oxley are a plus. Ideal Candidates Will Also Possess • Excellent detail orientation and time management skills • Ability to prioritize work flow • Flexibility in approach and willingness to adapt when necessary • Proactive and action-oriented personality; comfort with fast pace and strong sense of urgency • Ability and experience working productively and proactively both independently and as part of a team • Strong interpersonal skills • Proven problem solving skills with a solutions focus • Strong math and analytical skills • Excellent oral and written communications skills • Excellent computer skills (see below) Computer Skills • Thorough familiarity and proficiency in the use of Microsoft Office (Outlook, Word, Excel and Power Point) is required. Knowledge and use of Outlook soft (or similar) and accounting software (General Ledger, Payroll, Accounts Payable, Inventory, Manufacturing) would be beneficial. Physical Demands • Degree of Physical Demands (Strength) usually associated with this classification: Light work: Exerting ten (10) to fifteen (15) pounds of force infrequently. • Environmental Conditions (Physical Surroundings) usually associated with this classification: Incumbent is subject to internal office conditions and infrequently exposed to plant conditions such as exposure to loud noise(s). • Environmental Conditions (Hazards) usually associated with this classification: N/A Additional Information All your information will be kept confidential according to EEO guidelines.

We are looking for an experienced Financial Analyst to join our team on a contract to hire basis in Greer, South Carolina. This role requires a detail-oriented individual with strong analytical skills to support financial operations and decision-making processes. The successful candidate will play a key role in evaluating financial data, preparing reports, and providing insights to enhance business performance. Responsibilities: - Conduct detailed financial analyses to support business decisions and identify trends. - Position will be responsible for all tooling and capital reporting. - Develop and maintain financial models to forecast and assess various scenarios. - Perform ad hoc financial analysis to address specific business questions and opportunities. - Analyze variances in financial performance and provide actionable recommendations. - Utilize data mining techniques to gather and interpret complex financial information. - Manage general ledger accounting activities and ensure accuracy in reporting. - Reconcile accounts and ledgers to maintain financial integrity and compliance. - Prepare and present reports that summarize financial findings for key stakeholders. - Collaborate with cross-functional teams to improve financial processes and strategies. - Ensure adherence to financial regulations and company policies. Requirements - Must have manufacturing experience - preferably automotive. -SAP experience. - Proficiency in financial modeling and data analysis tools. - Strong understanding of variance analysis and its application in business settings. - Expertise in general ledger functions and account reconciliation processes. - Familiarity with data mining techniques for financial information extraction. - Excellent problem-solving skills and attention to detail. - Ability to communicate complex financial concepts effectively. - Bachelor's degree in Finance, Accounting, or a related discipline. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times. We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team. If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board! Job Purpose We are seeking a strategic, analytical, and forward-thinking Strategy Analyst to join our Strategy & Business Development team. This role is ideal for a candidate who thrives on solving complex business problems, developing financial models, and shaping long-term growth strategies. You will work closely with senior leadership to drive data-informed decisions, optimize performance, and identify new growth opportunities in a dynamic, regulated environment. This is a high-impact role that blends financial analysis, strategic planning, and cross-functional collaboration. The ideal candidate brings a consulting mindset, strong communication skills, and a passion for driving transformation and innovation. Duties and Responsibilities Strategic Analysis & Planning • Partner with senior leadership to define and refine the company's growth strategy and long-term strategic roadmap. • Apply structured, hypothesis-driven problem solving to identify root causes of business challenges and evaluate strategic alternatives. • Translate strategic objectives into actionable initiatives and performance metrics. Financial Modeling & Scenario Analysis • Develop and maintain complex financial models to forecast business scenarios, assess risk, and evaluate the financial impact of strategic options. • Conduct pricing, portfolio performance, and risk assessment modeling using tools such as Excel, SQL, or Python. • Owns M&A and partnership evaluations by assessing financial viability, integration risks, and strategic fit. Market Research & Competitive Intelligence • Continuously monitor industry trends, emerging technologies, competitor strategies, and regulatory developments. • Provide thought leadership on market dynamics and articulate strategic implications for the business. • Benchmark performance metrics and identify opportunities for product diversification, geographic expansion, or operational improvement. Cross-Functional Collaboration • Lead and collaborate with cross-functional teams (e.g. Finance, Risk, Operations, Compliance) to design and implement strategic initiatives. • Ensure alignment of departmental plans with overall business strategy and regulatory requirements (e.g., FCRA, TILA). • Integrate compliance and risk considerations into strategic planning and execution. Executive Communication & Reporting • Synthesize complex analyses into clear, compelling presentations, dashboards, and reports for executive leadership and the Board. • Communicate strategic recommendations and business cases using storytelling, data visualization, and persuasive narratives. • Prepare executive- and board-level documents and scenario analyses to support strategic decision-making. • Own prioritization and execution of strategic initiatives, using project management skills to ensure timely progress and cross-functional alignment. • Track performance against strategic goals and provide insights to refine execution plans. Minimum Qualifications • Bachelor's degree in Finance, Economics, Engineering, Business Analytics, or a related field. • 2 to 5 years of experience in financial analysis, strategy consulting, or investment research, preferably within lending, consumer finance, or banking sectors. • Proven experience in data analysis and modeling, including deep financial valuation analysis, loan performance, pricing, and risk metrics. • Strong understanding of financial regulations and compliance standards in the lending industry. Preferred Qualifications • Prior experience at a top-tier consulting firm, asset management firm or financial institution • CFA, MBA, or advanced degree is a plus but not required. • Familiarity with subprime-specific challenges such as high-risk borrower segmentation, collateral valuation, and loss mitigation strategies. Key Skills and Traits • Proficiency in analytical tools and software (Excel, Tableau, Sigma); experience with SQL, Python, or R is a plus. • Strategic mindset with excellent problem-solving abilities and business acumen. • Exceptional communication skills for presenting complex findings to non-technical stakeholders. • Ability to work independently in a fast-paced, high-growth environment while managing multiple priorities. • Comfortable working with AI-enabled tools and adapting practices as technology evolves. • Knowledge of machine learning techniques for predictive modeling (e.g., credit risk scoring) is advantageous. Working Conditions This position works in an office environment. Compensation for this position varies by experience and location. The expected range is between $150,000 and $225,000 If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: ************************************************************************************************** Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.

At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people. We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline. We hire experienced professionals who understand the industry and provide effective advice. We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched. But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affects the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would include business entities, business owners, and individuals who are consistent with Pinnacle's market segmentation. PRIMARY RESPONSIBILITIES: Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve issues client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). Administer and manage client loan portfolio consistent with the Firm's credit policies while meeting the financial needs of clients. Provide a full array of loan products designed to meet the financing needs of clients. Includes but not limited to Working Capital Lines of Credit, Term Loans for equipment or building, Home Equity Lines of Credit, Residential Mortgages, and other miscellaneous consumer loans. Meet all designated Pinnacle standards for appropriate risk rating; credit soundness thresholds; and critical action items as represented in KPI reports. Analyze credit worthiness of a potential borrower and recommend either approval or denial of the request. Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality. Negotiate credit extensions. Work with clients on the structure and terms under which credit would be extended to include collateral requirements, repayment terms, pricing, and covenants required for extension of loans. Approve loans under approved authority limits. Ensure compliance with the Firm's credit policies and regulations for all loans under his/her responsibility. Provide deposit products including but not limited to Demand Deposit Accounts, Money market Accounts, Savings Accounts, and CD's. Cross-sell all appropriate financial products including but not limited to Depository Accounts, Treasury management, and Investment Products. Optimize/recommend appropriate tailored solutions to client needs and provide various services designed to assist client in management of overall financial planning. Manage small investment portfolios for clients and be conversant about investment and ready to refer to brokerages business to the Investment department. Solicit new personal and business banking relationships. Proactively solicit new business relationships through prospects and referral requests and pursue personal banking relationships of assigned Board of Directors and requesting referrals from Board members. Develop and maintain product knowledge of all loan and depository products designed for small business and affluent individual markets, as well as personal knowledge of market. Further expand knowledge to add value to client with regard to Investment needs and estate planning. Participate in developmental and training activities as well as projects as directed by management. Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. Assist other team members as needed to ensure delivery of distinctive service. Perform other related duties and responsibilities as assigned. DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING: College degree is preferred - finance or business-related field. 10 years' experience in banking/financial services. Knowledge of consumer and commercial banking products. Strong knowledge base relative to consumer and commercial loan documents. Knowledge of compliance and federal banking regulations. Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES: Excellent interpersonal skills, including verbal and written communication skills. Effective analytical and mathematical reasoning skills with a strong attention to detail. Ability to work independently and prioritize daily tasks. Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy. Flexibility and ability to multi-task. Excellent client service skills. Tact and diplomacy in dealing with both clients and associates. The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. POSITION STATUS: EXEMPT DATE: 06.09.2015 Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.

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

Asheville, North Carolina;Asheville, North Carolina; Greenville, South Carolina; Greenville, South Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************************* **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Responsibilities:** + Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and controls risk as part of daily activities + Identifies and engages potential new clients through referrals or financial center clientele + Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended **Required Qualifications:** + Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses; if you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days + Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services + Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded + Sets and accomplishes goals, achieving whatever one sets their mind to + Builds and nurtures strong relationships + Collaborates effectively with others to get things done + Communicates effectively and confidently and is comfortable engaging all clients + Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment + Likes to learn, adapts to new information and seeks the right solutions for clients + Efficiently manages time and capacity + Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients **Desired Qualifications:** + Strong computer skills with an ability to multitask in a demanding environment + Minimum of three years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Advisory + Client Experience Branding + Customer and Client Focus + Oral Communications + Active Listening + Attention to Detail + Client Solutions Advisory + Issue Management + Pipeline Management + Causation Analysis + Client Management + Policies, Procedures, and Guidelines + Risk Management + Written Communications **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

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