Finance consultant jobs in Burlington, NC - 212 jobs

*** You must currently reside within 20 miles of Morrisville, NC to be considered for this role. *** A growing, PE-backed healthcare organization with strong backing and ongoing acquisitions is seeking a Financial Analyst to support its expanding finance function. This newly created role is designed for someone eager to learn the business, collaborate with leaders, and take ownership of critical financial processes. The Opportunity: This is a hands-on role with broad exposure across accounting, FP&A, and business partnering. You'll work directly with senior finance leaders and cross-functional teams, gaining insight into every part of the organization. The environment is fast-moving, collaborative, and entrepreneurial ideas are welcomed, decisions are made quickly, and impact is immediate. The role is ideal for someone coming from public accounting who wants to get closer to the business and grow beyond traditional audit work. The team is open to pushing a start date until after the busy season, but would like to meet you now! What You'll Do: • Manage monthly financial close procedures for multiple entities • Perform first-level P&L reviews and partner with accounting to ensure accuracy • Prepare weekly budget vs. actual reports and quarterly incentive calculations • Build monthly KPI reporting and financial packages • Execute ad hoc projects such as brand-level analysis, including OpEx, headcount, and retention • Collaborate cross-functionally and proactively identify opportunities to improve processes Qualifications: • Coming from a Big 4 or large regional public accounting firm (2+ busy seasons) • Curious mindset with strong analytical skills • Excellent communication and a professional, friendly presence • Self-starter who enjoys solving business problems and jumping into new challenges Work Environment: • Hybrid: 2 days per week on-site for collaboration- Morrisville, NC

Job Description About You: Are you looking for an opportunity to impact your community, help build a legacy for yourself and your clients, and find the independence and flexibility you seek without being alone? As an Investment Advisor Representative (IAR) supported by The Pelora Group, you'll be part of a community of professionals that help will help you determine your purpose, execute your vision, and build your business. You will be a great partner for The Pelora Group if: You're working in financial services and want to take your practice to the next level You place a high value on relationships and your client's experience Have alignment with our firm's core values of Balance, Growth, Authenticity, Conviction, and Stewardship You appreciate the differences in everyone's situation and have the desire to learn what success means to each client and family that you serve. You thrive on expanding personal knowledge and skills through ongoing professional development You have a strong desire to make a positive impact on your community both professionally and personally You love meeting new people and building a network You are self-motivated and will work determinedly to achieve your vision of success The Pelora Group will be a great partner for you if: You desire to join a community of professionals who are as passionate about your success as you are You value collaboration and localized expert resources You appreciate the idea of being independent but not alone while building and scaling your business. You enjoy the idea of partnering with a team that will help you navigate change, enhance productivity and come alongside you to help you achieve your goals. You would love to build lifelong relationships with other financial professionals and staff through company trips, events, team building and shared experiences. Requirements: FINRA licensed series 7/66 preferred Life & Health Licensed #LI-MMC1

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.

Job Description Stone Press Financial Group is looking to align with an Experienced Financial Advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial strategy. To excel in this tightly regulated role, you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market. Responsibilities: Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial strategy. Answering client questions about financial strategies and giving financial advice. Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives. Review client accounts and strategies on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan. Analyzing financial data received from clients to develop strategies for meeting clients' financial goals. Resilience and humility. Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients. Implementing financial strategies or referring clients to professionals who can help them. Managing and updating client portfolios. Contacting clients regularly to discover changes in their financial status. Building and maintaining your client base. Requirements: Bachelor's degree in business, finance, or related field. 3+ years of sales experience. Must have current FINRA Series 6 and 63 or 7 and 66 Securities Registration (65 a plus). Life and health license. Valid drivers license. Knowledge of mutual funds, securities, and insurance industries. Proficient in Word, Excel, Outlook, and PowerPoint. Comfortable using a computer for various tasks. Experience providing quality financial advice. What we offer: Flexible Work Environment Comprehensive Training Provided Mentorship Opportunities from Financial Professionals Performance-Based Incentive Trips Tuition Reimbursement Basic Subsidy Allowance (requires qualification) Advisor Financing Plan (requires qualification) Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, 1515 Mockingbird Lane, Suite 800, Charlotte, NC 28209, **************. Stone Press Financial Group is independent of ESI. In CO, MO, NH and WI, ESI operates as Vermont Equity Services, Inc. TC138878(0124) Powered by JazzHR Z44ztkPuZA

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 Description Training Provided We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now! Compensation: $80,000+ performance-based Responsibilities: Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations Qualifications: Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential Bachelor's degree in business administration, finance, or related field is required Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital Bachelor's Degree a must, sales experience and/or financial internships a plus. A business mindset: You are motivated by the chance to help prospective clients while focusing on personal growth. You are personable and caring, with a natural ability to connect and communicate with others. Enthusiastic, high energy, and positive attitude. Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously. Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team. Must have excellent communication and interpersonal skills. Quick learner who is comfortable in a fast-paced, dynamic environment. About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.

Syneos Health is a leading fully integrated biopharmaceutical solutions organization built to accelerate customer success. We translate unique clinical, medical affairs and commercial insights into outcomes to address modern market realities. Every day we perform better because of how we work together, as one team, each the best at what we do. We bring a wide range of talented experts together across a wide range of business-critical services that support our business. Every role within Corporate is vital to furthering our vision of Shortening the Distance from Lab to Life . Discover what our 29,000 employees, across 110 countries already know. WORK HERE MATTERS EVERYWHERE Why Syneos Health We are passionate about developing our people, through career development and progression; supportive and engaged line management; technical and therapeutic area training; peer recognition and total rewards program. We are committed to our Total Self culture - where you can authentically be yourself. Our Total Self culture is what unites us globally, and we are dedicated to taking care of our people. We are continuously building the company we all want to work for and our customers want to work with. Why? Because when we bring together diversity of thoughts, backgrounds, cultures, and perspectives - we're able to create a place where everyone feels like they belong. Job Responsibilities Job Summary You create meaningful business impact by assisting in developing a strategic framework and provide the data and insights necessary to make decisions. You help shape the course of the only biopharmaceutical accelerator as a Corporate Strategy & Development Analyst with Syneos Health. Core Responsibilities • Actively participate in the M&A process and may have day-to-day responsibilities across a number of activities including strategic initiatives, partnerships, strategic planning, and other similar transactions. • Engage in due diligence, financial analysis and modeling • Provide valuation analysis • Assist with the due diligence and contract negotiation process • Provide market/competitive analysis • Assist in the creation of presentation materials summarizing investment opportunities and recommendations for senior management and the board of directors • Other Responsibilities: • Performs other work-related duties as assigned. Travel may be required (up to 25%). Qualifications Education Requirements Min/Preferred Education Level Description Additional Qualifications • Work experience in a related field such as investment banking, consulting, or private equity preferred. • A Bachelor's Degree in Accounting, Finance, Economics, or degree in a relevant life science field. Substantial experience in integrated financial modeling and valuation • Expert use of Excel and PowerPoint• The ability to travel as required (typically 20% but varies); travel may include international assignments • Acute attention to detail • Excellent written and verbal communication skills • Confidence in presenting to management • Strong quantitative and analytical skills • Strong motivation and work ethic and the ability to work independently • A high level of professionalism and confidentiality • The ability to balance multiple projects and competing deadlines Disclaimer Tasks, duties, and responsibilities as listed in this are not exhaustive. The Company, at its sole discretion and with no prior notice, may assign other tasks, duties, and job responsibilities. Equivalent experience, skills, and/or education will also be considered so qualifications of incumbents may differ from those listed in the . The Company, at its sole discretion, will determine what constitutes as equivalent to the qualifications described above. Further, nothing contained herein should be construed to create an employment contract. Occasionally, required skills/experiences for jobs are expressed in brief terms. Any language contained herein is intended to fully comply with all obligations imposed by the legislation of each country in which it operates, including the implementation of the EU Equality Directive, in relation to the recruitment and employment of its employees. The Company is committed to compliance with the Americans with Disabilities Act, including the provision of reasonable accommodations, when appropriate, to assist employees or applicants to perform the essential functions of the job. US ONLY Years of experience required Minimum of 3 years' experience in corporate strategy and M&A in a corporate finance environment, investment banking, private equity, and consulting or other relevant experience Physical Requirements: Position requires: ability to occasionally move about inside the office to access filing cabinets, office equipment, etc. and to move between office locations; ability to maintain a stationary position for prolonged periods of time; ability to occasionally manipulate (e.g., lift, carry, move) office items and packages of light to medium weights of 10-35 pounds; ability to constantly operate a computer and other office productivity equipment (e.g., scanner, phone, printer, copier); ability to perceive and assess written materials for prolonged periods of time; and ability to frequently communicate with colleagues on the phone, by email, and in-person. Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets. The noise level in the work environment is low. This is a largely sedentary role. We are always excited to connect with great talent. This posting is intended for a [possible] upcoming opportunity rather than a live role. By expressing your interest, you'll be added to our talent pipeline and considered should this role become available. At Syneos Health, we believe in providing an environment and culture in which Our People can thrive, develop and advance. We reward and recognize our people by providing valuable benefits and a quality-of-life balance. The benefits for this position may include a company car or car allowance, Health benefits to include Medical, Dental and Vision, Company match 401k, eligibility to participate in Employee Stock Purchase Plan, Eligibility to earn commissions/bonus based on company and individual performance, and flexible paid time off (PTO) and sick time. Because certain states and municipalities have regulated paid sick time requirements, eligibility for paid sick time may vary depending on where you work. Syneos complies with all applicable federal, state, and municipal paid sick time requirements. Salary Range: The base salary range represents the anticipated low and high of the Syneos Health range for this position. Actual salary will vary based on various factors such as the candidate's qualifications, skills, competencies, and proficiency for the role. Get to know Syneos Health Over the past 5 years, we have worked with 94% of all Novel FDA Approved Drugs, 95% of EMA Authorized Products and over 200 Studies across 73,000 Sites and 675,000+ Trial patients. No matter what your role is, you'll take the initiative and challenge the status quo with us in a highly competitive and ever-changing environment. Learn more about Syneos Health. *************************** Additional Information Tasks, duties, and responsibilities as listed in this are not exhaustive. The Company, at its sole discretion and with no prior notice, may assign other tasks, duties, and job responsibilities. Equivalent experience, skills, and/or education will also be considered so qualifications of incumbents may differ from those listed in the Job Description. The Company, at its sole discretion, will determine what constitutes as equivalent to the qualifications described above. Further, nothing contained herein should be construed to create an employment contract. Occasionally, required skills/experiences for jobs are expressed in brief terms. Any language contained herein is intended to fully comply with all obligations imposed by the legislation of each country in which it operates, including the implementation of the EU Equality Directive, in relation to the recruitment and employment of its employees. The Company is committed to compliance with the Americans with Disabilities Act, including the provision of reasonable accommodations, when appropriate, to assist employees or applicants to perform the essential functions of the job.

Syneos Health is a leading fully integrated biopharmaceutical solutions organization built to accelerate customer success. We translate unique clinical, medical affairs and commercial insights into outcomes to address modern market realities. Every day we perform better because of how we work together, as one team, each the best at what we do. We bring a wide range of talented experts together across a wide range of business-critical services that support our business. Every role within Corporate is vital to furthering our vision of Shortening the Distance from Lab to Life. Discover what our 29,000 employees, across 110 countries already know. WORK HERE MATTERS EVERYWHERE Why Syneos Health * We are passionate about developing our people, through career development and progression; supportive and engaged line management; technical and therapeutic area training; peer recognition and total rewards program. * We are committed to our Total Self culture - where you can authentically be yourself. Our Total Self culture is what unites us globally, and we are dedicated to taking care of our people. * We are continuously building the company we all want to work for and our customers want to work with. Why? Because when we bring together diversity of thoughts, backgrounds, cultures, and perspectives - we're able to create a place where everyone feels like they belong. Job Responsibilities Job Summary You create meaningful business impact by assisting in developing a strategic framework and provide the data and insights necessary to make decisions. You help shape the course of the only biopharmaceutical accelerator as a Corporate Strategy & Development Analyst with Syneos Health. Core Responsibilities * Actively participate in the M&A process and may have day-to-day responsibilities across a number of activities including strategic initiatives, partnerships, strategic planning, and other similar transactions. * Engage in due diligence, financial analysis and modeling * Provide valuation analysis * Assist with the due diligence and contract negotiation process * Provide market/competitive analysis * Assist in the creation of presentation materials summarizing investment opportunities and recommendations for senior management and the board of directors * Other Responsibilities: * Performs other work-related duties as assigned. Travel may be required (up to 25%). Qualifications Education Requirements Min/Preferred Education Level Description Additional Qualifications * Work experience in a related field such as investment banking, consulting, or private equity preferred. * A Bachelor's Degree in Accounting, Finance, Economics, or degree in a relevant life science field. Substantial experience in integrated financial modeling and valuation * Expert use of Excel and PowerPoint• The ability to travel as required (typically 20% but varies); travel may include international assignments * Acute attention to detail * Excellent written and verbal communication skills * Confidence in presenting to management * Strong quantitative and analytical skills * Strong motivation and work ethic and the ability to work independently * A high level of professionalism and confidentiality * The ability to balance multiple projects and competing deadlines Disclaimer Tasks, duties, and responsibilities as listed in this are not exhaustive. The Company, at its sole discretion and with no prior notice, may assign other tasks, duties, and job responsibilities. Equivalent experience, skills, and/or education will also be considered so qualifications of incumbents may differ from those listed in the . The Company, at its sole discretion, will determine what constitutes as equivalent to the qualifications described above. Further, nothing contained herein should be construed to create an employment contract. Occasionally, required skills/experiences for jobs are expressed in brief terms. Any language contained herein is intended to fully comply with all obligations imposed by the legislation of each country in which it operates, including the implementation of the EU Equality Directive, in relation to the recruitment and employment of its employees. The Company is committed to compliance with the Americans with Disabilities Act, including the provision of reasonable accommodations, when appropriate, to assist employees or applicants to perform the essential functions of the job. US ONLY Years of experience required Minimum of 3 years' experience in corporate strategy and M&A in a corporate finance environment, investment banking, private equity, and consulting or other relevant experience Physical Requirements: Position requires: ability to occasionally move about inside the office to access filing cabinets, office equipment, etc. and to move between office locations; ability to maintain a stationary position for prolonged periods of time; ability to occasionally manipulate (e.g., lift, carry, move) office items and packages of light to medium weights of 10-35 pounds; ability to constantly operate a computer and other office productivity equipment (e.g., scanner, phone, printer, copier); ability to perceive and assess written materials for prolonged periods of time; and ability to frequently communicate with colleagues on the phone, by email, and in-person. Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets. The noise level in the work environment is low. This is a largely sedentary role. We are always excited to connect with great talent. This posting is intended for a [possible] upcoming opportunity rather than a live role. By expressing your interest, you'll be added to our talent pipeline and considered should this role become available. At Syneos Health, we believe in providing an environment and culture in which Our People can thrive, develop and advance. We reward and recognize our people by providing valuable benefits and a quality-of-life balance. The benefits for this position may include a company car or car allowance, Health benefits to include Medical, Dental and Vision, Company match 401k, eligibility to participate in Employee Stock Purchase Plan, Eligibility to earn commissions/bonus based on company and individual performance, and flexible paid time off (PTO) and sick time. Because certain states and municipalities have regulated paid sick time requirements, eligibility for paid sick time may vary depending on where you work. Syneos complies with all applicable federal, state, and municipal paid sick time requirements. Salary Range: The base salary range represents the anticipated low and high of the Syneos Health range for this position. Actual salary will vary based on various factors such as the candidate's qualifications, skills, competencies, and proficiency for the role. Get to know Syneos Health Over the past 5 years, we have worked with 94% of all Novel FDA Approved Drugs, 95% of EMA Authorized Products and over 200 Studies across 73,000 Sites and 675,000+ Trial patients. No matter what your role is, you'll take the initiative and challenge the status quo with us in a highly competitive and ever-changing environment. Learn more about Syneos Health. *************************** Additional Information Tasks, duties, and responsibilities as listed in this are not exhaustive. The Company, at its sole discretion and with no prior notice, may assign other tasks, duties, and job responsibilities. Equivalent experience, skills, and/or education will also be considered so qualifications of incumbents may differ from those listed in the Job Description. The Company, at its sole discretion, will determine what constitutes as equivalent to the qualifications described above. Further, nothing contained herein should be construed to create an employment contract. Occasionally, required skills/experiences for jobs are expressed in brief terms. Any language contained herein is intended to fully comply with all obligations imposed by the legislation of each country in which it operates, including the implementation of the EU Equality Directive, in relation to the recruitment and employment of its employees. The Company is committed to compliance with the Americans with Disabilities Act, including the provision of reasonable accommodations, when appropriate, to assist employees or applicants to perform the essential functions of the job. Summary You create meaningful business impact by assisting in developing a strategic framework and provide the data and insights necessary to make decisions. You help shape the course of the only biopharmaceutical accelerator as a Corporate Strategy & Development Analyst with Syneos Health.

Contract employee to provide short-term assistance in Corporate Financial Planning and Analysis department. Responsibilities will include accounts payable related functions (coding of invoices and payment research), report generation and duties related to the accounting month-end close. Additional Information Pushkaraj Hachibatti | Mindlance, Inc. | Office- ************

As a Finance Intern, you will benefit from a hands-on experience that will provide you an opportunity to gain in-depth knowledge of our organization and culture. You will gain exposure to different areas of financial applications and processes. As a valuable team member, you will be given the opportunity to apply your exceptional analytical and problem-solving skills to a wide variety of finance and accounting activities. You will manage a project from start to finish, and culminate your summer experience by presenting your results to leadership. Start Date: This internship is set to begin on May 26th 2026 for an 11-week duration ending on August 7th 2026. Relocation: Please note this Internship Opportunity is designed to be 100% Onsite, 40 hours/week and a relocation/housing stipend is not provided. Company Overview FUJIFILM Biotechnologies is building the future of bioproduction in Holly Springs, North Carolina. By end of 2025, we'll open North America's largest end-to-end CDMO biopharmaceutical manufacturing facility, offering drug substance production, fill-finish, and packaging under one roof. We're looking for passionate, mission-driven people to help us realize this exciting vision and deliver the next vaccine, cure, or therapy. We offer a dynamic work environment and we're proud to cultivate a culture that will fuel your purpose, energy, and drive-what we call Genki. Ready to shape the future of medicine? Let's transform healthcare together! Holly Springs, North Carolina, combines small-town warmth with proximity to Raleigh's thriving tech scene, making it the perfect blend of community and opportunity. Fujifilm is globally headquartered in Tokyo with over 70,000 employees across four key business segments of healthcare, electronics, business innovation, and imaging. We are guided and united by our Group Purpose of "giving our world more smiles." Visit: *************************************************** Job Description What You'll Do Under the direct supervision, support and guidance of the manager: * Work closely to support the department in development and implementation of processes * Conduct research, ask questions, gather, and analyze data * Prepare and/or review documents, reports and/or presentations * Work closely with supervisor to determine internship project and achieve project goals * Final presentation of assigned project at the conclusion of the internship * Search for opportunities for continuous improvement * Interact with department, cross-functional groups, and senior leadership * Attend social and professional networking events * Analyze budgets against actuals and forecast * Assist in process optimization efforts to achieve more effective and efficient processes * Engage with a variety of stakeholders across the organization for improving financial processes * Establish internal controls for mitigation of risk * Participates in risk review and analysis processes, including assistance with reporting * Ad hoc management reporting requests * Prepare and analyze various financial data sets Basic Requirements * Currently enrolled in an Associate's Degree program with a Business Focus OR• Currently enrolled in a Business Focused Undergraduate or Master's degree Program• Proficient in Microsoft Word, Excel, and PowerPoint Preferred Requirements * Prior experience in Pharma/Biotech/Chemical Industry• Prior hands-on technical experience (in a laboratory or manufacturing environment) WORKING CONDITIONS & PHYSICAL REQUIREMENTS * Ability to discern audible cues * Ability to ascend or descend ladders, scaffolding, ramps, etc * Ability to stand for prolonged periods of time - up to 60 minutes * Ability to sit for prolonged periods of time - up to 240 minutes * Ability to conduct activities using repetitive motions that include writs, hands and/or fingers * Ability to conduct work that includes moving objects up to 10 pounds To all agencies: Please, no phone calls or emails to any employee of FUJIFILM about this requisition. All resumes submitted by search firms/employment agencies to any employee at FUJIFILM via-email, the internet or in any form and/or method will be deemed the sole property of FUJIFILM, unless such search firms/employment agencies were engaged by FUJIFILM for this requisition and a valid agreement with FUJIFILM is in place. In the event a candidate who was submitted outside of the FUJIFILM agency engagement process is hired, no fee or payment of any kind will be paid. EEO Information Fujifilm is committed to providing equal opportunities in hiring, promotion and advancement, compensation, benefits, and training regardless of nationality, age, gender, sexual orientation or gender identity, race, ethnicity, religion, political creed, ideology, national, or social origin, disability, veteran status, etc. ADA Information If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to our HR Department (FDBN_****************).

Internship Description : Aspida is a tech-driven, nimble insurance carrier. Backed by Ares Management Corporation, a leading global alternative asset manager, we offer simple and secure retirement solutions and annuity products with speed and precision. More than that, we're in the business of protecting dreams; those of our partners, our producers, and especially our clients. Our suite of products, available through our elegant and intuitive digital platform, focuses on secure, stable retirement solutions with attractive features and downside protection. A subsidiary of Ares Management Corporation (NYSE: ARES) acts as the dedicated investment manager, capital solutions and corporate development partner to Aspida. For more information, please visit ************** or follow them on LinkedIn. Who We Are: Sometimes, a group of people come together and create something amazing. They don't let egos get in the way. They don't settle for the status quo, and they don't complain when things get tough. Instead, they see a common vision for the future and each person makes an unspoken commitment to building that future together. That's the culture, the moxie, and the story of Aspida. Our business focuses on annuities and life insurance. At first, it might not sound flashy, but that's why we're doing things differently than everyone else in our industry. We're dedicated to developing data-driven tech solutions, providing amazing customer experiences, and applying an entrepreneurial spirit to everything we do. Our work ethic is built on three main tenets: Get $#!+ Done, Do It with Moxie, and Have Fun. If this sounds like the place for you, read on, and then apply at aspida.com/careers. What We Are Looking For: This position is will be within a certain area of the finance team from Tax, Strategy, Controllership, or FP&A. As a broader part of the finance department, this position will have the ability to gain exposure to other functions and high impact projects. This role is required to be onsite 3 days a week at our Durham, NC headquarters. What You Will Do: Budgeting and Forecasting Support Help in the preparation and review of budgets and forecasts. Support variance analysis by comparing actuals vs. budgeted numbers. Account Reconciliation Assist in reconciling bank statements, accounts payable/receivable, and general ledger entries. Identify discrepancies and report findings to senior finance staff. Financial Reporting Help prepare monthly, quarterly, and annual financial reports. Support the team in ensuring accuracy and compliance with company policies. Invoice Processing & Expense Tracking Assist with reviewing and processing vendor invoices and employee expense reports. Ensure documentation accuracy and compliance with internal policies. Market and Competitor Research Conduct basic financial research on market trends, competitors, or investment opportunities. Summarize findings and present to supervisors or team leads. ERP/Finance System Data Entry Enter and maintain data in financial software or enterprise resource planning (ERP) systems like SAP, Oracle, or QuickBooks. Ad Hoc Projects Assist with special projects such as cost-saving initiatives, financial modeling, or data cleanup efforts. What We Provide: Hourly Full-Time hours 9-week summer program What We Believe: At Aspida Financial Services, LLC, we are committed to creating a diverse and inclusive environment and are proud to be an equal opportunity employer. As such, Aspida does not and will not discriminate in employment and personnel practices on the basis of race, sex, age, handicap, religion, national origin or any other basis prohibited by applicable law. Hiring, transferring and promotion practices are performed without regard to the above listed items. Requirements What We Require: Working towards a Bachelor's degree in Finance or Accounting Analytical, problem solving and organizational skills. Proficiency in Microsoft Word, Excel and Access applications. Clear and concise verbal and written communication skills.

About You: Are you looking for an opportunity to impact your community, help build a legacy for yourself and your clients, and find the independence and flexibility you seek without being alone? As an Investment Advisor Representative (IAR) supported by The Pelora Group, you'll be part of a community of professionals that help will help you determine your purpose, execute your vision, and build your business. You will be a great partner for The Pelora Group if: You're working in financial services and want to take your practice to the next level You place a high value on relationships and your client's experience Have alignment with our firm's core values of Balance, Growth, Authenticity, Conviction, and Stewardship You appreciate the differences in everyone's situation and have the desire to learn what success means to each client and family that you serve. You thrive on expanding personal knowledge and skills through ongoing professional development You have a strong desire to make a positive impact on your community both professionally and personally You love meeting new people and building a network You are self-motivated and will work determinedly to achieve your vision of success The Pelora Group will be a great partner for you if: You desire to join a community of professionals who are as passionate about your success as you are You value collaboration and localized expert resources You appreciate the idea of being independent but not alone while building and scaling your business. You enjoy the idea of partnering with a team that will help you navigate change, enhance productivity and come alongside you to help you achieve your goals. You would love to build lifelong relationships with other financial professionals and staff through company trips, events, team building and shared experiences. Requirements: FINRA licensed series 7/66 preferred Life & Health Licensed #LI-MMC1

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.

Stone Press Financial Group is looking to align with an Experienced Financial Advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial strategy. To excel in this tightly regulated role, you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market. Additionally, through our CPA Advantage program we thrive by fostering mutually beneficial relationships between financial professionals and CPAs. Responsibilities: Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial strategy. Answering client questions about financial strategies and giving financial advice. Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives. Review client accounts and strategies on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan. Analyzing financial data received from clients to develop strategies for meeting clients' financial goals. Resilience and humility. Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients. Implementing financial strategies or referring clients to professionals who can help them. Managing and updating client portfolios. Contacting clients regularly to discover changes in their financial status. Building and maintaining your client base. Requirements: Bachelor's degree in business, finance, or related field. 3+ years of sales experience. Must have current FINRA Series 6 and 63 or 7 and 66 Securities Registration (65 a plus). Life and health license. Valid drivers license. Knowledge of mutual funds, securities, and insurance industries. Proficient in Word, Excel, Outlook, and PowerPoint. Comfortable using a computer for various tasks. Experience providing quality financial advice. Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, 1515 Mockingbird Lane, Suite 800, Charlotte, NC 28209, **************. Stone Press Financial Group is independent of ESI. In CO, MO, NH and WI, ESI operates as Vermont Equity Services, Inc. TC138878(0124)

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 Description Training Provided Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today! Compensation: $80,000+ performance-based Responsibilities: Compile each client's financial information to determine financial goals, financial status, cash flow, and financial expectations Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects Design customized financial plans suitable for each client based on potential life changes and changing financial needs Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products Qualifications: A Bachelor's degree in business administration, finance, or a related field is required Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital Knowledge of the financial industry, financial products, best practices, and tax regulations is desired Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed Bachelor's Degree a must, sales experience and/or financial internships a plus. A business mindset: You are motivated by the chance to help prospective clients while focusing on personal growth. You are personable and caring, with a natural ability to connect and communicate with others. Enthusiastic, high energy, and positive attitude. Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously. Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team. Must have excellent communication and interpersonal skills. Quick learner who is comfortable in a fast-paced, dynamic environment. About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.

Mindlance is a national recruiting company which partners with many of the leading employers across the country. Feel free to check us out at ************************* Job Description Contract employee to provide short-term assistance in Corporate Financial Planning and Analysis department. Responsibilities will include accounts payable related functions (coding of invoices and payment research), report generation and duties related to the accounting month-end close. Additional Information Pushkaraj Hachibatti | Mindlance, Inc. | Office- ************

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.

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.