Finance consultant jobs in Cedar Rapids, IA

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.

Through its relationship with CUSO Financial Services, LP (CFS) Via Credit Union is seeking a Financial Advisor to join their team in the Marion, IN area. Are you interested in helping people accomplish their retirement goals and making a positive impact? Do you enjoy educating others? The Licensed Financial Advisor provides expertise on products and services to members and non-members regarding planning for retirement and investment services. Services include an analysis of current financial picture, assisting with the establishment of financial goals, and the development of a strategy designed to achieve those goals. Via Credit Union provides services within 12 counties of members *, therefore, the Advisor will travel to meet with members in the membership counties. *Field of membership counties: Blackford, Delaware, Grant, Hamilton, Howard, Huntington, Kosciusko, Madison, Miami, Tipton, Wabash, and Wells Reasonable Accommodations Statement: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Essential Functions: Connect with members and prospective clients via telephone calls and in person. Analyze data collected from members in order to develop a financial plan that meets the member's specific needs. Conduct annual reviews with each client. Develop, submit to Credit Union Service Organization for approval, and present education seminars/workshops on topics of interest to members. Assist in the development of a marketing plan for products and services offered through Credit Union Service Organization (CUSO). Become familiar with all products and services offered through the credit union and cross-sell as the opportunity arises. Records all sales, transactions, and pertinent conversations are documented. Keep prospectus and sales literature stocked and current. Compile monthly activity and sales reports for Via Credit Union as well as quarterly and annual production reports. Maintain member files. Oversee signature guarantee program and maintain logs. Maintain Investment Department website. Ensure the Investment Department is in compliance with FINRA. Maintain advertising and complaint files as required by the FINRA. Be prepared for compliance audits by the state or Credit Union Service Organization and correct any deficiencies. Complete continuing education to maintain licenses. Compile production and marketing projections, in December, and develop an Investment Department budget for the next year. Promote and exemplify Via CU' s commitment to members through great service. Interface with other departments as needed. Build strong relationships with all members, staff, and prospective members. Keep key employees informed and educated so they can promote the products and services the Investment Department has to offer. Position Requirements and Qualifications: Education: High School Diploma or equivalent required; bachelor's degree preferred Experience: 2 or more years of sales experience in the financial services industry, preferably in a bank or credit union. Technical knowledge about various insurance and investment vehicles with regards to tax implications Knowledge of Social Security, Medicare, and Medicaid Computer Skills: Word and Excel Computer literate Certifications & Licenses: FINRA Series 7, 63/65 (or 66) securities licenses (or better) Life and Health Insurance licenses License in long term care and P & C preferred Clean U-4 and Background Certified Financial Planner (CFP) designation preferred Valid driver's license, must be insurable Expectations: Demonstrate and consistently model the Via CU brand based on the mission, vision, and values. Demonstrate honesty and integrity and be seen as credible in the workplace. Accept responsibility and be accountable for your actions. Demonstrate ability to take care of the members' needs while following company procedures, maintain confidentiality, demonstrating the ability to handle sensitive matters. Demonstrate and model strong interpersonal skills, maintain a positive and respective attitude. The ability to formulate sound decisions using the available information. Act as a role model within and outside of the department. Adhere to company policies and procedures, maintaining confidentiality, and demonstrating the ability to handle sensitive matters. Excellent organizational skills and initiative to improve processes. Communicate regularly with department head about issues. Demonstrate flexible and efficient time management, ability to work independently and prioritize work and complete within given deadlines. Physical Demands: N (Not Applicable) Activity is not applicable to this position. O (Occasionally) Position requires this activity up to 33% of the time (0 - 2.5+ hrs./day) F (Frequently) Position requires this activity from 33% - 66% of the time (2.5 - 5.5+ hrs./day) C (Constantly) Position requires this activity more than 66% of the time (5.5+ hrs./day) Occasionally: Reach above Shoulder, Squat or Kneel, Lift/Carry over 20 -100 lbs. Frequently: Reach Outward, Bend, Lift/Carry and/or Push/Pull 11-20 lbs. Constantly: Sit, Stand, Walk, Manually Manipulate, Visual Accuity, Talk, Hear/Listen, Lift/Carry 10 lbs. or less, Push/Pull 12 lbs. or less Not Applicable: Crawl, Climb Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be in a fast paced, stressful environment. Some outside environmental conditions, especially while traveling to meetings, training, or meeting with members. The noise level in the work environment is usually moderate. EOE ** Representatives are employed by Via Credit Union and registered through CUSO Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker/dealer and Registered Investment Advisor with a stable track record of serving the investment needs of credit unions and their members. To learn more about CFS, please visit **************** CFS (Member FINRA/SIPC) is a broker-dealer and Registered Investment Advisor with a stable track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to help get you there. We are led by visionary financial services leaders who see farther. Ranked as one of the top broker-dealers in the industry, we work with many of the top financial institutions throughout the country.

Job Family Finance - General About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Lead and implement strategically important Finance transformation projects with a significant impact on the success of the organization's financial reporting results. Responsibilities: Provide high level support and oversight of the strategic direction on finance system transformation and project initiatives. Manage stakeholder expectations and make critical decisions to align projects and organizational objectives. Oversee finance transformation projects that require stakeholder execution; manage deadlines, project plans, and budget. Provide comprehensive analysis and reporting to management to advance program outcomes. Spearhead initiatives for innovating and optimizing processes in finance systems. Guide and advance capabilities of the team. Contribute to strategic planning and ensuring alignment with organizational goals. Qualifications: Bachelor's degree in finance, accounting, or related field, or equivalent experience Extensive experience and expertise in strategic planning for finance systems, managing stakeholders, and executing outcome driven projects (typically 10 or more years) Outstanding strategic planning skills to execute finance system transformations Advanced skills managing expectations and cultivating relationships with key stakeholders Ability to focus on and achieve desired outcomes in finance transformation projects Preferred Qualifications: Advanced Power BI experience in building data models, DAX calculations and interactive reporting for financial analysis Hands on experience sourcing, transforming, and connecting data from AWS services (e.g. Redshift) into BI solutions Familiarity with GAAP principles and management reporting to design accurate and compliant financial reports Solid understanding of SQL, relational databases, and data modeling best practices for scalable reporting solutions Working Conditions: Hybrid working environment: Baltimore, Cedar Rapids, Denver, Philadelphia Compensation: The Salary for this position generally ranges between $110,000 - $130,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion. Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration sponsorship or otherwise serving as an employer of record for immigration employment purposes. At this time, this role is not eligible for immigration-related employment authorization sponsorship. This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program College Coach Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023

Job Family Finance - General About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Lead and implement strategically important Finance transformation projects with a significant impact on the success of the organization's financial reporting results. Responsibilities: * Provide high level support and oversight of the strategic direction on finance system transformation and project initiatives. * Manage stakeholder expectations and make critical decisions to align projects and organizational objectives. * Oversee finance transformation projects that require stakeholder execution; manage deadlines, project plans, and budget. Provide comprehensive analysis and reporting to management to advance program outcomes. * Spearhead initiatives for innovating and optimizing processes in finance systems. * Guide and advance capabilities of the team. * Contribute to strategic planning and ensuring alignment with organizational goals. Qualifications: * Bachelor's degree in finance, accounting, or related field, or equivalent experience * Extensive experience and expertise in strategic planning for finance systems, managing stakeholders, and executing outcome driven projects (typically 10 or more years) * Outstanding strategic planning skills to execute finance system transformations * Advanced skills managing expectations and cultivating relationships with key stakeholders * Ability to focus on and achieve desired outcomes in finance transformation projects Preferred Qualifications: * Advanced Power BI experience in building data models, DAX calculations and interactive reporting for financial analysis * Hands on experience sourcing, transforming, and connecting data from AWS services (e.g. Redshift) into BI solutions * Familiarity with GAAP principles and management reporting to design accurate and compliant financial reports * Solid understanding of SQL, relational databases, and data modeling best practices for scalable reporting solutions Working Conditions: * Hybrid working environment: Baltimore, Cedar Rapids, Denver, Philadelphia Compensation: * The Salary for this position generally ranges between $110,000 - $130,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. * Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion. #LI-BD1 Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration sponsorship or otherwise serving as an employer of record for immigration employment purposes. At this time, this role is not eligible for immigration-related employment authorization sponsorship. This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits * Competitive Pay * Bonus for Eligible Employees Benefits Package * Pension Plan * 401k Match * Employee Stock Purchase Plan * Tuition Reimbursement * Disability Insurance * Medical Insurance * Dental Insurance * Vision Insurance * Employee Discounts * Career Training & Development Opportunities Health and Work/Life Balance Benefits * Paid Time Off starting at 160 hours annually for employees in their first year of service. * Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). * Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars * Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. * Adoption Assistance * Employee Assistance Program * College Coach Program * Back-Up Care Program * PTO for Volunteer Hours * Employee Matching Gifts Program * Employee Resource Groups * Inclusion and Diversity Programs * Employee Recognition Program * Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023

**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.

Country: United States of America Onsite U.S. Citizen, U.S. Person, or Immigration Status Requirements: The ability to obtain and maintain a U.S. government issued security clearance is required. U.S. citizenship is required, as only U.S. citizens are eligible for a security clearance Security Clearance: DoD Clearance: Secret Are you ready to be part of a dynamic team of financial experts at Collins Aerospace? We're on the lookout for an exceptional individual to join us in the role of Manager, Program Finance & Control Analyst (PF&C). The PF&C Manager is an individual contributor who participates in the control of costs and schedules on projects requiring validated cost schedule control system. This position interacts with all elements of Collins Aerospace Mission Systems, including Program Management, Engineering, Finance, Contracts and Operations and is therefore an excellent position for those who want to be an integral part of a team that is directly responsible for program execution. Opportunities to interact with Collins Aerospace upper management, as well as our external customers and local government agencies are an additional benefit. What You Will Do Provide effective financial administrative planning and control on large/challenging development programs Develop and maintain program Performance Measurement Baseline (PMB) for earned value / project management purposes Establish a Contract Work Breakdown Structure (CWBS) and CWBS Dictionary Perform analysis of program cost and schedule performance, identifying trends, and providing information to Project Leadership Team for corrective action implementation Interaction with external customer, including the preparation, submission, and review of customer cost & schedule related data items Incorporate regular status and ETC updates based on inputs from CAMs Provide monthly, quarterly and yearly sales forecasting Preparation and analysis of Estimates at Complete (EACs) and complete financial support to assigned program teams Ensure compliance to Mission Systems EV System Description Liaison with government and internal EV auditors Support Program Reviews Participate in the development of proposals Travel up to 10% as needed Qualifications You Must Have Typically requires University Degree and minimum 8 years prior relevant experience or an Advanced Degree in a related field and minimum 5 years of experience The ability to obtain and maintain a U.S. government issued secret security clearance is required after day 1. U.S. citizenship is required, as only U.S. citizens are eligible for a security clearance. Experience with Program Controls Experience with SAP or similar ERP Experience with Cost Controls Qualifications We Prefer Experience with Microsoft Office including extensive experience in Excel Experience with Earned Value Cost Engines/Software Understanding of corporate Financial Planning & Analysis (FP&A) Understanding of Continuous Improvement concepts Proven experience presenting to large groups and leadership What We Offer Benefits Some of our competitive benefits packages include: Medical, dental, and vision insurance Three weeks of vacation for newly hired employees Generous 401(k) plan that includes employer matching funds and separate employer retirement contribution, including a Lifetime Income Strategy option Tuition reimbursement program Student Loan Repayment Program Life insurance and disability coverage Optional coverages you can buy pet insurance, home and auto insurance, additional life and accident insurance, critical illness insurance, group legal, ID theft protection Birth, adoption, parental leave benefits Ovia Health, fertility, and family planning Adoption Assistance Autism Benefit Employee Assistance Plan, including up to 10 free counseling sessions Healthy You Incentives, wellness rewards program Doctor on Demand, virtual doctor visits Bright Horizons, child and elder care services Teladoc Medical Experts, second opinion program And more! Learn More & Apply Now! Do you want to be a part of something bigger? A team whose impact stretches across the world, and even beyond? At Collins Aerospace, our Mission Systems team helps civilian, military and government customers complete their most complex missions - whatever and wherever they may be. Our customers depend on us for intelligent and secure communications, missionized systems for specialized aircraft and spacecraft and collaborative space solutions. By joining our team, you'll have your own critical part to play in ensuring our customers succeed today while anticipating their needs for tomorrow. Are you up for the challenge? Join our mission today. Our customers depend on us for intelligent and secure communications, missionized systems for specialized aircraft and spacecraft and collaborative space solutions. By joining our team, you'll have your own critical part to play in ensuring our customers succeed today while anticipating their needs for tomorrow. Are you up for the challenge? Join our mission today. When you join our finance team, you're joining a team whose impact stretches across the world, and even beyond. Our team supports 70,000 employees across the U.S. and around the globe. As a United Technologies Corp. subsidiary, we operate with our own business reporting structure, financial dashboards and earnings metrics. This reporting relationship allows finance team members to implement innovative tools for the aerospace market in a stand-alone business environment. At Collins Aerospace, you'll be not only be advancing your career, you'll be leaving your mark on the future of advanced technologies. *Please ensure the role type (defined below) is appropriate for your needs before applying to this role. Onsite: Employees who are working in Onsite roles will work primarily onsite. This includes all production and maintenance employees, as they are essential to the development of our products. At Collins, the paths we pave together lead to limitless possibilities. And the bonds we form - with our customers and with each other -- propel us all higher, again and again. Apply now and be part of the team that's redefining aerospace, every day. As part of our commitment to maintaining a secure hiring process, candidates may be asked to attend select steps of the interview process in-person at one of our office locations, regardless of whether the role is designated as on-site, hybrid or remote. The salary range for this role is 101,000 USD - 203,000 USD. The salary range provided is a good faith estimate representative of all experience levels. RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate's work experience, location, education/training, and key skills.Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement.Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company's performance.This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply.RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window. RTX is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status, or any other applicable state or federal protected class. RTX provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act. Privacy Policy and Terms: Click on this link to read the Policy and Terms

Are you an experienced professional in the financial services field? Do you consider yourself to have excellent sales experience, an entrepreneurial mindset and be a great “people person?” If so, you've landed on the perfect career opportunity for you at New York Life. Whether you are looking for a change or seeking to align with a company that offers superb resources, training, benefits and room for growth, you can take your career to the next level in this position with us at the New York Life Iowa general office. This career position includes: Running a client-based practice of your own with the backing and support of a Fortune 100 company. Providing clients with long-term financial strategies to help achieve their financial goals through products in life insurance, investments+, annuities and mutual funds+. Understanding the needs and financial concerns of clients as well as educating clients on how to prepare for their future financially if an unfortunate life circumstance occurs. Promoting customized ways for clients to achieve their long-term financial goals. Cultivating quality relationships with clients to establish opportunities to help their family members pursue financial security. Networking and prospecting new clients to maximize your client-based practice. Qualities New York Life looks for include: Direct experience in the financial services business (securities licenses required). Sales experience. Entrepreneurial mindset with desire for continuous learning. Strong communication skills - excellent listening skills and ability to explain complex information in a simple and concise manner both verbally and on paper. Strong business acumen and professional business demeanor. Eagerness to network, ability to develop relationships and sincere desire to help others. Desire to engage your community and leverage personal networks/contacts. It's your career and you deserve control of your growth. New York Life helps set you up in every way to have a successful career but you're in control. As a financial professional, your ambition, your sales, and your attitude determine your income. As well as the opportunity for growth within the company's career paths. At New York Life, you receive the benefits of: Ongoing access to local managers, team member collaboration and being paired with a seasoned agent for mentorship. Full-time trainers who are extremely proficient in teaching the information and skills needed to lead you to career success both financially and in growth within the company. Support from corporate development managers and product consultants to assist you. Access to state-of-the-art marketing support. Compensation: Commission-based compensation dependent on agent sales performance. The more you sell, the more you get. Agent compensation is not guaranteed. Average range is from $90,000 - $150,000 for the first year. Benefits include medical, dental, vision, a 401(k) and pension. Please note: We, unfortunately, can only accept applicants who are either a U.S. Citizens or reside within the United States. And live in the state of Iowa. About New York Life: New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success for our clients.

Country: United States of America Onsite U.S. Citizen, U.S. Person, or Immigration Status Requirements: The ability to obtain and maintain a U.S. government issued security clearance is required. U.S. citizenship is required, as only U.S. citizens are eligible for a security clearance Security Clearance: DoD Clearance: Secret Are you ready to be part of a dynamic team of financial experts at Collins Aerospace? We're on the lookout for an exceptional individual to join us in the role of Manager, Program Finance & Control Analyst (PF&C). The PF&C Manager is an individual contributor who participates in the control of costs and schedules on projects requiring validated cost schedule control system. This position interacts with all elements of Collins Aerospace Mission Systems, including Program Management, Engineering, Finance, Contracts and Operations and is therefore an excellent position for those who want to be an integral part of a team that is directly responsible for program execution. Opportunities to interact with Collins Aerospace upper management, as well as our external customers and local government agencies are an additional benefit. What You Will Do Provide effective financial administrative planning and control on large/challenging development programs Develop and maintain program Performance Measurement Baseline (PMB) for earned value / project management purposes Establish a Contract Work Breakdown Structure (CWBS) and CWBS Dictionary Perform analysis of program cost and schedule performance, identifying trends, and providing information to Project Leadership Team for corrective action implementation Interaction with external customer, including the preparation, submission, and review of customer cost & schedule related data items Incorporate regular status and ETC updates based on inputs from CAMs Provide monthly, quarterly and yearly sales forecasting Preparation and analysis of Estimates at Complete (EACs) and complete financial support to assigned program teams Ensure compliance to Mission Systems EV System Description Liaison with government and internal EV auditors Support Program Reviews Participate in the development of proposals Travel up to 10% as needed Qualifications You Must Have Typically requires University Degree and minimum 8 years prior relevant experience or an Advanced Degree in a related field and minimum 5 years of experience The ability to obtain and maintain a U.S. government issued secret security clearance is required after day 1. U.S. citizenship is required, as only U.S. citizens are eligible for a security clearance. Experience with Program Controls Experience with SAP or similar ERP Experience with Cost Controls Qualifications We Prefer Experience with Microsoft Office including extensive experience in Excel Experience with Earned Value Cost Engines/Software Understanding of corporate Financial Planning & Analysis (FP&A) Understanding of Continuous Improvement concepts Proven experience presenting to large groups and leadership What We Offer Benefits Some of our competitive benefits packages include: Medical, dental, and vision insurance Three weeks of vacation for newly hired employees Generous 401(k) plan that includes employer matching funds and separate employer retirement contribution, including a Lifetime Income Strategy option Tuition reimbursement program Student Loan Repayment Program Life insurance and disability coverage Optional coverages you can buy pet insurance, home and auto insurance, additional life and accident insurance, critical illness insurance, group legal, ID theft protection Birth, adoption, parental leave benefits Ovia Health, fertility, and family planning Adoption Assistance Autism Benefit Employee Assistance Plan, including up to 10 free counseling sessions Healthy You Incentives, wellness rewards program Doctor on Demand, virtual doctor visits Bright Horizons, child and elder care services Teladoc Medical Experts, second opinion program And more! Learn More & Apply Now! Do you want to be a part of something bigger? A team whose impact stretches across the world, and even beyond? At Collins Aerospace, our Mission Systems team helps civilian, military and government customers complete their most complex missions - whatever and wherever they may be. Our customers depend on us for intelligent and secure communications, missionized systems for specialized aircraft and spacecraft and collaborative space solutions. By joining our team, you'll have your own critical part to play in ensuring our customers succeed today while anticipating their needs for tomorrow. Are you up for the challenge? Join our mission today. Our customers depend on us for intelligent and secure communications, missionized systems for specialized aircraft and spacecraft and collaborative space solutions. By joining our team, you'll have your own critical part to play in ensuring our customers succeed today while anticipating their needs for tomorrow. Are you up for the challenge? Join our mission today. When you join our finance team, you're joining a team whose impact stretches across the world, and even beyond. Our team supports 70,000 employees across the U.S. and around the globe. As a United Technologies Corp. subsidiary, we operate with our own business reporting structure, financial dashboards and earnings metrics. This reporting relationship allows finance team members to implement innovative tools for the aerospace market in a stand-alone business environment. At Collins Aerospace, you'll be not only be advancing your career, you'll be leaving your mark on the future of advanced technologies. *Please ensure the role type (defined below) is appropriate for your needs before applying to this role. Onsite: Employees who are working in Onsite roles will work primarily onsite. This includes all production and maintenance employees, as they are essential to the development of our products. At Collins, the paths we pave together lead to limitless possibilities. And the bonds we form - with our customers and with each other -- propel us all higher, again and again. Apply now and be part of the team that's redefining aerospace, every day. As part of our commitment to maintaining a secure hiring process, candidates may be asked to attend select steps of the interview process in-person at one of our office locations, regardless of whether the role is designated as on-site, hybrid or remote. The salary range for this role is 101,000 USD - 203,000 USD. The salary range provided is a good faith estimate representative of all experience levels. RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate's work experience, location, education/training, and key skills.Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement.Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company's performance.This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply.RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window. RTX is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status, or any other applicable state or federal protected class. RTX provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act. Privacy Policy and Terms: Click on this link to read the Policy and Terms

Country: United States of America Onsite U.S. Citizen, U.S. Person, or Immigration Status Requirements: The ability to obtain and maintain a U.S. government issued security clearance is required. U.S. citizenship is required, as only U.S. citizens are eligible for a security clearance Security Clearance: DoD Clearance: Secret Are you ready to be part of a dynamic team of financial experts at Collins Aerospace? We're on the lookout for an exceptional individual to join us in the role of Manager, Program Finance & Control Analyst (PF&C). The PF&C Manager is an individual contributor who participates in the control of costs and schedules on projects requiring validated cost schedule control system. This position interacts with all elements of Collins Aerospace Mission Systems, including Program Management, Engineering, Finance, Contracts and Operations and is therefore an excellent position for those who want to be an integral part of a team that is directly responsible for program execution. Opportunities to interact with Collins Aerospace upper management, as well as our external customers and local government agencies are an additional benefit. What You Will Do * Provide effective financial administrative planning and control on large/challenging development programs * Develop and maintain program Performance Measurement Baseline (PMB) for earned value / project management purposes * Establish a Contract Work Breakdown Structure (CWBS) and CWBS Dictionary * Perform analysis of program cost and schedule performance, identifying trends, and providing information to Project Leadership Team for corrective action implementation * Interaction with external customer, including the preparation, submission, and review of customer cost & schedule related data items * Incorporate regular status and ETC updates based on inputs from CAMs * Provide monthly, quarterly and yearly sales forecasting * Preparation and analysis of Estimates at Complete (EACs) and complete financial support to assigned program teams * Ensure compliance to Mission Systems EV System Description * Liaison with government and internal EV auditors * Support Program Reviews * Participate in the development of proposals * Travel up to 10% as needed Qualifications You Must Have * Typically requires University Degree and minimum 8 years prior relevant experience or an Advanced Degree in a related field and minimum 5 years of experience * The ability to obtain and maintain a U.S. government issued secret security clearance is required after day 1. U.S. citizenship is required, as only U.S. citizens are eligible for a security clearance. * Experience with Program Controls * Experience with SAP or similar ERP * Experience with Cost Controls Qualifications We Prefer * Experience with Microsoft Office including extensive experience in Excel * Experience with Earned Value Cost Engines/Software * Understanding of corporate Financial Planning & Analysis (FP&A) * Understanding of Continuous Improvement concepts * Proven experience presenting to large groups and leadership What We Offer Benefits Some of our competitive benefits packages include: * Medical, dental, and vision insurance * Three weeks of vacation for newly hired employees * Generous 401(k) plan that includes employer matching funds and separate employer retirement contribution, including a Lifetime Income Strategy option * Tuition reimbursement program * Student Loan Repayment Program * Life insurance and disability coverage * Optional coverages you can buy pet insurance, home and auto insurance, additional life and accident insurance, critical illness insurance, group legal, ID theft protection * Birth, adoption, parental leave benefits * Ovia Health, fertility, and family planning * Adoption Assistance * Autism Benefit * Employee Assistance Plan, including up to 10 free counseling sessions * Healthy You Incentives, wellness rewards program * Doctor on Demand, virtual doctor visits * Bright Horizons, child and elder care services * Teladoc Medical Experts, second opinion program * And more! Learn More & Apply Now! Do you want to be a part of something bigger? A team whose impact stretches across the world, and even beyond? At Collins Aerospace, our Mission Systems team helps civilian, military and government customers complete their most complex missions - whatever and wherever they may be. Our customers depend on us for intelligent and secure communications, missionized systems for specialized aircraft and spacecraft and collaborative space solutions. By joining our team, you'll have your own critical part to play in ensuring our customers succeed today while anticipating their needs for tomorrow. Are you up for the challenge? Join our mission today. Our customers depend on us for intelligent and secure communications, missionized systems for specialized aircraft and spacecraft and collaborative space solutions. By joining our team, you'll have your own critical part to play in ensuring our customers succeed today while anticipating their needs for tomorrow. Are you up for the challenge? Join our mission today. When you join our finance team, you're joining a team whose impact stretches across the world, and even beyond. Our team supports 70,000 employees across the U.S. and around the globe. As a United Technologies Corp. subsidiary, we operate with our own business reporting structure, financial dashboards and earnings metrics. This reporting relationship allows finance team members to implement innovative tools for the aerospace market in a stand-alone business environment. At Collins Aerospace, you'll be not only be advancing your career, you'll be leaving your mark on the future of advanced technologies. * Please ensure the role type (defined below) is appropriate for your needs before applying to this role. Onsite: Employees who are working in Onsite roles will work primarily onsite. This includes all production and maintenance employees, as they are essential to the development of our products. At Collins, the paths we pave together lead to limitless possibilities. And the bonds we form - with our customers and with each other -- propel us all higher, again and again. Apply now and be part of the team that's redefining aerospace, every day. As part of our commitment to maintaining a secure hiring process, candidates may be asked to attend select steps of the interview process in-person at one of our office locations, regardless of whether the role is designated as on-site, hybrid or remote. The salary range for this role is 101,000 USD - 203,000 USD. The salary range provided is a good faith estimate representative of all experience levels. RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate's work experience, location, education/training, and key skills. Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement. Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company's performance. This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply. RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window. RTX is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status, or any other applicable state or federal protected class. RTX provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act. Privacy Policy and Terms: Click on this link to read the Policy and Terms

Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. * Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. * Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. * Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. * Have the flexibility to control your schedule, allowing for work-life balance. * Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. * Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: * Self-disciplined, independent and driven to succeed. * Motivated by helping others and seeing them achieve their goals. * A natural coach or guide with strong interpersonal skills. * Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements * Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. * Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. * Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: * Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. * Medical, dental, vision, disability and accidental death and dismemberment insurance. * Pension, 401(k) and retiree medical plans. * Ongoing support, training and opportunity for professional growth as you build your business. * Well-being programs to help you manage your physical, emotional and financial health. * Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. * Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance. WMAs partner with the team to assist clients and families by gaining a thorough understanding of their unique goals and objectives and constructing appropriate goals-based investment portfolios. WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. Basic Qualifications - Bachelor's degree, or equivalent work experience - Three to five years of experience in a financial sales position, preferably working with the affluent client segment - FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license Preferred Skills/Experience - Considerable knowledge in financial planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding - Considerable knowledge of the securities industry, including U.S. Bancorp Investments, investment and insurance products and services - Extensive knowledge of private banking products and services, including credit processes and policies - Ability to effectively present investment strategies to clients and maintains a holistic approach to planning - Strong relationship management, sales and new business development skills - Well-developed analytical and problem-solving skills - Excellent interpersonal, verbal and written communication skills - Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** . This role receives an annual base salary between $65,000 and $78,000 depending on the required state minimum plus eligibility for incentives based on employee's production under the applicable incentive plan. U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**

GreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. Our exemplary customer service, our principle-centered business philosophy and our team-based operating approach are key to our success and growth. We Are Looking to Add a Key Member to Our Risk Management Team! The Third Party Risk Analyst is a member of the Operational Risk Management team that monitors, evaluates and manages third-party supplier risk across GreatAmerica. The selected candidate will develop a deep understanding of GreatAmerica's third-party relationships throughout the entire relationship life cycle (including Onboarding, Ongoing Risk Monitoring, and Offboarding), as well as participate in monitoring, analysis and reporting on additional operational risk areas that impact GreatAmerica. The Third Party Risk Analyst works under minimal supervision to facilitate the onboarding and monitoring of GreatAmerica's third-party relationships in compliance with applicable legal and regulatory requirements and applicable GreatAmerica Policies As a Third Party Risk Analyst, you will: Responsible for reviewing and performing risk assessments for potential third party engagements in accordance with GreatAmerica's established policy, standards, and procedures. Collaborates with GreatAmerica third party business owners to request required due diligence documentation for new third party engagements and for ongoing due diligence for existing third parties in accordance with GreatAmerica policies and standards. Assesses and documents the sufficiency of due diligence documentation received from third parties, including engaging with subject matter experts when appropriate. Provides guidance to third party relationship owners with respect to GreatAmerica's standards and their application to specific third party engagements, including recommendations with respect to potential risk mitigates/remediation plans. Engages with third party relationship owners in developing remediation plans for third party performance, incidents, and issues. Ensures the timely update and maintenance of third party information, due diligence documentation, and agreements. Provides regular training to team members with respect to GreatAmerica's third party review processes. Provides monitoring, analysis and reporting on additional risk areas that impact GreatAmerica in coordinating with other members of the Operational Risk Management team. To be successful in this role you will need: Education Bachelor's degree or equivalent work experiences Experience 2+ years of experience in third party risk management, contract management, risk management, audit and/or compliance Skills and Abilities Computer Skills Microsoft Office, Excel, PowerPoint, Vendor Risk Management software Other Requirements Candidate must possess strong analytical skills Ability to work independently, inquisitiveness about different aspects of GreatAmerica's businesses Desire to help others Interpersonal skills that allow the candidate to work collaboratively with both internal and external customers Sharing rewards is an integral part of our culture. We believe in the value of hard work and reward our employees beyond the paycheck. Our total rewards package is based on eligibility and includes: Financial Benefits Competitive Compensation Monthly Bonuses for Eligible Employees 401(k) and Company Match Annual Profit Sharing Paid Time Off Health, Wellbeing, and Family Planning Benefits Paid Vacation - starting at 80 hours annually for employees in their first year of service. Paid Sick Days - Ten (10) per year with a conversion option for unused time. Ten (10) Paid Holidays per year Gym Reimbursement Health Insurance Dental Insurance Vision Insurance Short-Term and Long Term Disability Company Paid Life Insurance Flexible Spending Accounts (FSA) Health Savings Accounts (HSA) Employee Assistance Program Parental Leave Education and Career Planning Benefits Tuition Assistance Networking Opportunities Leadership Development Opportunities Perks Paid Parking Service Awards Hybrid work arrangements Business casual environment A strong organizational culture focused on our greatest asset: you! If your experience aligns closely, please apply. We value diverse backgrounds and adding new perspectives. We encourage you to apply if you can make a strong impact in this role at ***************************** Please note, applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa.

Job DescriptionBenefits: Retirement Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the Winning Team at the Funk Group of Northwestern Mutual! Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor. Why Current and Former Athletes Could Thrive Here:We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Heres why athletes could thrive with us: Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients. Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career. Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives. Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity. Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients. Meet some of our local team, many who have excelled in athletics: Mark Funk - Managing Director: How long with NM? 26 years Prior Experience? Started with Northwestern Mutual in college as an intern while pursuing his finance degree. Passionate About? He and his wife love to travel and spend time with their family at their properties in Montana and Florida. Mark also enjoys playing golf and hunting at his cabin in Northeast Iowa. Nick Jans - Wealth Management Advisor: How long with NM? 2 years as an intern and 11.5 years full-time Prior Experience? Studied Business at UNI and worked at Scheels. Passionate About? Nicks central focus outside of work is his family life he and his wife Kelly have been married almost 10 years, and they have three kids: Talon (5), Brooks (3), and Navy (1). He is also very passionate about bow hunting, land management, and fly fishing. Nick enjoys anything outdoors. Eric Sikkema - Wealth Management Advisor: How long with NM? 12.5 years with Northwestern Mutual Prior Experience? Worked for a golf course before joining Northwestern Mutual. Passionate About? Eric enjoys travel, spending quality family time, participating in sports, and golfing. Owen Ward - Certified Financial Planner: How long with NM? 7 years Prior Experience? Started his career right out of college. Passionate About? Owen is passionate about spending time with his family, traveling, and cheering on the Hawkeyes. Ally Dana - Development Director: How long with NM? Almost 10 years! Prior Experience? Ally graduated from UNI in Leisure Services and interviewed with NM my senior year, despite no prior financial services experience. After learning more about the company, She joined NM the Monday after graduation. Passionate About? Ally enjoys spending time with my husband, daughter, and dogs, practicing barre/pilates/yoga, being outdoors, and traveling. Mark Hubbard - Wealth Management Advisor: How long with NM? Mark has worked with NM for 20 years. Prior Experience? Mark was a middle school teacher and football coach. He retired from coaching after 20 years, having spent 23 years in the education and coaching profession. Passionate About? Mark enjoys spending time with his wife, Angie, and their kids, following their childrens sports schedules. Hes also passionate about hunting, boating, working out, and reading. Austin Maske - Financial Representative: How long with NM? Austin has been with Northwestern Mutual for 6 months. Prior Experience? Austin was a 5th grade social studies and writing teacher. He also coached football and track at the high school level. Passionate About? Outside of work, Austin continues to coach football. He spends the majority of his time with his family and enjoys working out. Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Mark Funk is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

The University of Iowa Health Care, Department of Pharmaceutical Care is seeking a 100% Senior Financial Analyst. This position has responsibility for performing complex, recurring and non-routine financial and cost accounting analysis of financial reports and data, ultimately preparing narrative analysis for leadership team. The primary responsibility of this position will be monitoring and reconciling accounts, general ledger entries, preparation of dashboards and reports for leadership team, and review of contracts and for advising the department with regards to financial planning. All duties are shared among the group of financial analysts ensuring that separation of duties is maintained at all times. Additionally, this position will need to assist with analysis of payments, payer mix, and other data as determined. Position Responsibilities: 1. Financial Oversight and Budgeting Monitors, analyzes, and reconciles monthly charges and account balances. Develop monthly reports for monitoring and trending of pharmacy related data based upon specific areas and including revenue, expense and utilization. Assist with development of forecasting reports related to all areas of pharmacy for budgeting purposes. Gather data from outpatient pharmacy system for monthly entry into general ledger. Obtain, facilitate and manage contracts internally and externally from UIHC. Reconciles bank deposits. Understands financial reports and can discuss variances with members of leadership team. Understands risk points and works to minimize. Develop overall understanding of accounting structure and ensure reimbursement is being received appropriately. Research and follow up with payers as appropriate/needed when remits or reimbursements are not as expected. 2. Financial Reporting Review data on a pre-defined basis for analysis and sharing with leadership team. Prepares dashboards related to different areas (overall, area specific, specialty) of pharmacy practice. Provide analytical support, including design, implementation, coordination, and data querying to support financial improvements. Provide reports to Hospital Finance and Accounting Services annually or as needed, such as charity care, payer mix, etc. 3. Financial Analysis and Planning Assist with the development of financial proformas for financial planning. Reviews data on a drug specific basis as needed to determine profitability. Through data analysis, identify opportunities for business improvements. Create and maintain medication-related benchmarking data. 4. Leadership and Training Development of project plans and workflows. Provide training and understanding to other members of the team related to job duties. Maintain a broad knowledge of systems to utilize to develop reporting resources. Provide back up to team members as needed. 5. Universal Competencies Grasps the inevitability and challenges of change and adapts tactics accordingly; utilizes learning opportunities to prepare for changing work and methods. Demonstrates a willingness to carry out responsibilities and a positive approach to accomplishing work. Demonstrates an understanding of how work aligns to organizational mission, vision, and University environment. Ability to establish and build healthy working relationships and partnerships with colleagues within and external to own unit, those to whom services are provided, vendors, the public, regulatory/governmental agencies, etc., all of whom may be seen as "customers" or receivers of services provided by the University. Manages customer expectations and takes responsibility to enhance service excellence. Provides and accepts ideas and suggestions in a constructive and helpful manner. Exhibits good teamwork: is approachable, cooperative, and contributes to an overall positive and productive work/team environment. Works effectively with individuals from all backgrounds. 6. Technical Competencies Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy. Ability to analyze situations fully and accurately and reach productive decisions. Knowledge and understanding of financial accounting systems specific to UIHC. Basic understanding of accounting principles. Education Requirements: A Bachelor's degree in business administration, accounting, finance, or related field, or an equivalent combination of education and experience is required. Experience Requirements: Minimum of 2 years' experience working in accounting, budgeting or financial analysis. Demonstrated proficiency in complex financial and statistical analysis and presentation. Demonstrated ability to work collaboratively and communicate financial concepts clearly. Evidence of strong organizational skills, accuracy, and attention to detail. Demonstrated proficiency in computer software applications including Microsoft Excel, Access, Word, and Outlook. Desired Qualifications: Masters of Business Administration. Familiarity with financial analysis tools. Knowledge of EPIC, Power BI, or Tableau. Excellent verbal and written communication skills. Experience working in a large academic medical center. Experience working with health insurance companies. Experience working with medication and/or health care related data. Working knowledge of university policies, procedures, and regulations. Resume and Cover Letter are required to be considered for an interview, applicants must upload the document and mark them as a “Relevant File” to the submission: Job openings are posted for a minimum of 7 calendar days and may be removed from posting and filled any time after the original posting period has ended. Successful candidates will be required to self-disclose any conviction history and will be subject to a criminal background check and credential/education verification. Up to 5 professional references will be requested at a later step in the recruitment process. For additional questions, please contact Teresa Walker at ***********************. Additional Information Compensation Contact Information

Job Description This role will be responsible for providing management with high-quality, detailed and highly complex analyses to help management understand trends, identify key performance indicators (“KPI's”) and support decision-making to better drive business results. This role will also compile and prepare reports, graphs, and charts of data developed to help analyze and illustrate forecasts and business trends. Job Duties Include: • Responsible for planning and forecasting cycles including annual plans, quarterly forecast, periodic reviews and updates. • Analyze commercial and business performance and develop recommendations for improvements in revenue growth or resource allocation. • Communicate financial results to management, providing effective access to information for business leaders. • Consider the effects on relevant IT infrastructure & controllership, from both a functional and systems perspective. • Support cross-functional business partners with needed analysis, reporting, and collaboration in driving sound business decisions in line with company targets and goals • Works with accounting and business partners to ensure accurate and timely financial results are reported to the business and external customers. • Respond to ad-hoc requests for customized complex data/reports in a timely & flexible manner. • Key contributor on cross-functional and companywide financial analysis initiatives. • Perform all other duties as assigned. Requirements: • Master's Degree in Business Administration, Accounting, Finance, or in a related field preferred. • Bachelor's Degree in Accounting or Finance • Minimum of 5-7 years working with financial analysis, including business planning, budget variance analysis, and interacting with operational groups. • Software and SaaS company experience is strongly preferred • Experience working with Salesforce.com, SAP, and Adaptive Planning highly desirable • Revenue Recognition experience highly desirable • Business Case development • Exposure to M&A activity

Description We are looking for an experienced Treasury Analyst to join our team in Cedar Rapids, Iowa. This role involves managing key financial operations, including liquidity analysis, investment strategies, and interest rate risk assessments. The ideal candidate will play a vital part in supporting decision-making processes by preparing detailed reports and offering actionable insights. Responsibilities: - Prepare monthly and quarterly financial reports for senior leadership, the Asset/Liability Committee, and the Board, focusing on liquidity and balance sheet positions. - Develop and refine presentations, models, and reports that assess the impact of strategies on liquidity, interest rate risk, earnings, and capital. - Collaborate with external resources to validate financial modeling assumptions, such as deposit decay rates, loan prepayment speeds, and other metrics. - Monitor market trends to recommend investment strategies that align with company objectives and policies. - Facilitate the execution, trading, and settlement of securities within the investment portfolio, adhering to risk limits and procedures. - Conduct thorough analysis of the investment portfolio to identify impairments using pricing spread evaluations. - Support the preparation and communication of liquidity stress testing results to senior leadership and the Board. - Provide analytical insights into hedging strategies used for managing interest rate risk and other financial exposures. - Review and contribute to the revision of liquidity risk and hedging policies to ensure compliance and effectiveness. Requirements - Bachelor's degree in Finance or a related field is required. - Minimum of 5 years of treasury experience within a financial institution. - Strong expertise in corporate treasury operations and activities. - Proficiency in cash flow forecasting and liquidity management. - Excellent analytical and problem-solving skills with attention to detail. - Familiarity with market trends and investment strategies. - Ability to develop and validate financial models effectively. - Exceptional communication skills for preparing presentations and reports. 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) .

To advance the college's mission, vision, principles, values and strategic initiatives through continuous improvement decisions. This position plays a key role in enacting the College's commitment to providing a welcoming, inclusive and accessible environment to a diverse group of students seeking to learn and grow at Kirkwood. Financial Aid Advisors are responsible for advising students about the available resources to further their education. This position requires a high degree of independent judgment, initiative, organization, and problem-solving skills. The ideal candidate collaborates with staff and faculty to ensure students have the resources required to reach their educational goals and provides education and outreach to students. The typical work schedule for this position will be Monday through Friday from 8 am to 5 pm. UNIVERSAL CORE COMPETENCIES: * Advocate for Continual Improvement - empowering each other to identify opportunities for excellence. * Collaborate with Mutual Accountability - working together with a willingness to take ownership and account for our actions. * Champion Service - anticipating needs and create a welcoming, diverse, and inclusive environment. * Perseverance - commitment to excellence even in the face of adversity or delay in achieving success. * Lead - regardless of title, through positive influence. * Maintain up to date expert knowledge of federal and state Financial Aid regulations. * Develop an individualized plan for financing a student's education: help navigate the financial aid process, identify internal and external financial resources, identify financial options, support good academic planning and financial decision making * Provide individualized student support and skill building related to financial aid, financial and academic planning and refer students to college and community resources. * Monitor student progress and teach financial literacy skills, financial aid requirements and milestones necessary for academic and financial success. * Teach students problem-solving skills that support growth toward academic and financial autonomy. * Consult about financial considerations with faculty and staff who are supporting students. * Provide support to staff regarding financial aid questions. * Assist with the processing of financial aid forms. * Assist with answering calls to the Student Services Call Center as needed. * Maintain working knowledge of degree audits to determine if a student is making satisfactory academic progress. * Create and deliver presentations to students, families, faculty, staff and other groups about financial aid process, financial aid regulations, and financial literacy. * May assist with Professional Judgement determinations regarding financial aid eligibility. * Advise students on enrollment policies and procedures. * Perform other related work duties as assigned. PERFORMANCE EXPECTATIONS: * You are able and willing to provide outstanding customer service and serve as a positive representative of the department and the student services division. * You are a self-motivated individual with excellent time-management and organizational skills. * You express yourself clearly and effectively thorough oral and written communications with attention to audience-awareness. * You are committed to understanding diversity within and among equity-seeking populations and work to build engagement strategies that welcome a diverse group of perspectives and values. * You possess the ability to understand and interpret complicated financial aid situations and use your independent judgment to assist students * You possess the ability to communicate complicated situations to individuals that do not have an understanding of the process. * You possess a good understanding of accounting/bookkeeping procedures. * You are able to be positive and helpful under stressful situations. * You aspire to work with people of all backgrounds, perspectives, and experiences, as well as cultivate an environment that values differences. The statements contained herein reflect general details as necessary to describe the essential job duties/responsibilities and performance expectations of the job, which should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned. Position involves working in an office setting. Occasional (10-33%) standing, pushing, pulling and grasping. Frequent (34-66%) reaching and viewing a computer and other types of close visual work. Constant (67-100%) sitting, walking, repetitive motion, talking and hearing. * Bachelor's degree * Excellent interpersonal and communication skills PREFERRED QUALIFICATIONS, LICENSES, CERTIFICATIONS, OR REGISTRATIONS: * Bachelor's degree in Education, Counseling, Psychology, Sociology, Humans Services or related field * One year of financial aid experience * One year full time work experience in higher education EEO/AA STATEMENT: It is the policy of Kirkwood Community College not to discriminate in its programs, activities, or employment on the basis of race, color, national origin, sex, disability, age, sexual orientation, gender identity, creed, religion, and actual or potential family, parental or marital status. If you have questions or complaints related to compliance with this policy, please contact the Vice President, Human Resources and Institutional Effectiveness (employees) or the Vice President of Student Services (students), 6301 Kirkwood Blvd. SW, Cedar Rapids, IA 52404,************,*******************, or the Director of the Office for Civil Rights, U.S. Department of Education, Cesar E. Chavez Memorial Building, 1244 Speer Boulevard, Suite 310, Denver, CO 80204-3582, Telephone:**************FAX: **************, TDD ************ Email:*****************. WHY KIRKWOOD: Kirkwood Community College prides itself on fostering a diverse workforce and values unique perspectives throughout its campus community. The college is a convenient, innovative, visionary educational leader striving to remain affordable and accessible. With more than 140 majors and programs, Kirkwood boasts 16,000 annual college-credit students while maintaining one of the lowest tuitions in the state. All degree-seeking students are eligible for federal financial aid and the college offers more than $3 million in scholarships each year to students from all walks of life. Review of applications will continue until the position is filled.

This job posting is anticipated to remain open for 30 days, from 01-Dec-2025. The posting may close early due to the volume of applicants. 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. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 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 valued partners, 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. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: * Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. * Salary for the first five years as you begin to build your practice² * A firm-provided branch office in the community * Branch office support to help lighten the load so you can focus on your clients * A support network that extends from your branch 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. You can also expect… * No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in * A compensation package that includes opportunities for commissions, profit sharing and incentive travel * The flexibility that you need to balance your personal and professional lives - the best of both worlds * A culture of continuous improvement and professional development Key Responsibilities * Build relationships to create new clients via face-to-face and virtual sourcing strategies (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 them 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. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? * An interest in financial services/markets and how they work * Love of learning and challenges, including determination to succeed * Skilled in long-term relationship building * Comfortable in your ability to think critically * Passion for new opportunities Can you see yourself… * Learning to be a financial advisor through our comprehensive training program? * Delivering personalized investment and financial solutions to your clients? * Taking ownership of your business's growth and success? * Meeting professional and personal objectives as they relate to building your practice? * Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: * A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry * Financial services and/or sales experience * Financial services registration, licensing, or certification * Professional and/or military career progression Licensing: * SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. * FINRA registrations required within three months. State insurance licenses will be required. * As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. 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 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. 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. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000

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.