Finance consultant jobs in Chattanooga, TN - 62 jobs

When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide: * Award-winning culture * Inclusion and diversity as a priority * Performance Based Incentive Plans * Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability * Generous PTO (including paid time to volunteer!) * Up to 9.5% 401(k) employer contribution * Mental health support * Career advancement opportunities * Student loan repayment options * Tuition reimbursement * Flexible work environments * All the benefits listed above are subject to the terms of their individual Plans. And that's just the beginning… With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today! General Summary: This role supports the production and management of commercial mortgage loan investments. Responsibilities vary by analyst and can include: (a) reviewing loan submission packages, researching/ analyzing market data, and underwriting mortgage loans; (b) preparing loan applications and (c) reviewing and valuing loans in the portfolio. Special projects and/or reporting functions may be assigned. Principal Duties and Responsibilities * Review loan submission packages, research and analyze market data, and underwrite mortgage loans. * Participate in production team meetings. * Prepare loan applications, monitor collection of fees for rate lock, and input data in to mortgage loan database. * Financial analysis of monthly and annual property operating statements and borrower financials. * Special projects as assigned. * Back up for team members. * Assist other investment areas with related real estate issues, as needed. * May perform other duties as assigned. Job Specifications * BA or BS in business, finance or related field. * Minimum 1-3 years commercial real estate/property management experience. * Computer skills including Word, Excel; ability to learn new software. * Ability to work independently within a team-oriented environment. * Solid written and verbal communication skills. * Independent analysis/decision making ability. #LI-AF1 ~IN1 Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide. Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status. The base salary range for applicants for this position is listed below. Unless actual salary is indicated above in the job description, actual pay will be based on skill, geographical location and experience. $52,000.00-$101,000.00 Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans. Company: Unum

Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community Certifications:Series 07 - FINRACategory:Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Provides medical leadership for the Department by assisting in the planning, development and implementation of program goals and operations, as outlined in contract. Assures compliance with all JCAHO/DNV and other regulatory agency guidelines. Assist with the strategic plans of the organization for growth and development of the department. Attends at least 75% of quarterly medical staff meetings; attends any meeting as directed by medical director or his/her designee. Participate in peer-to-peer discussions with managed Medicaid, managed Medicare and commercial insurance medical directors. Provide subject matter expert guidance regarding utilization management activities that involve admission status, medical necessity, CC44, OC72, the two midnight rule, etc. This guidance will be supported by clinical evidence and will be compliant with applicable governmental rules and regulations. Work with IT to ensure logical processes, best practices, and compliance with CMS regulations. Promote professional development of the UM staff with a focus on compliant patient status assignments, consistent use and documentation of primary screening criteria (MCG and Indicia), knowledge of the most recent IPO procedure list, IPPS and OPPS annual changes and how they impact status determination, charges, reimbursement, and interrater reliability of the Physician Advisors. Work collaboratively with Revenue Integrity to reduce denial and appeal burdens and increase revenue by improving the accuracy of initial patient status determinations. Interface with Compliance as a subject matter expert for government regulations and annual audits. Assist with the development and driving of improvement initiatives including providing feedback to medical staff regarding utilization management determinations. Pursue positions as a member of strategic committees outside the organization that will assist the Authority to be aware of current trends, compliance with regulatory guidance, and influence of state and national policy, including: ACPA (American College of Physician Advisors) MCG (Physician Advisors Council) ABQAURP (American Board of Quality Assurance and Utilization Review Physicians) Serve as member of the URC (Utilization Review Committee). Serve as member of the Outlier and Recertification meeting. Provide secondary level physician reviews and continuing stay reviews. When available, participate in IDR (interdisciplinary rounds) to advise on the improvement of clinical resource utilization and throughput. Assist with training of all new UM department hires. Perform such other duties as reasonably requested by Erlanger or otherwise necessary to properly assist in the operations of assigned areas. Minimum Requirements: A minimum of 5 years of clinical practice in field of specialty or previous work as a Physician Advisor. Education: M.D. or D.O. degree. Completion of an approved residency and, if applicable, fellowship program. De-escalation training if applicable. Licensure: Licensed to practice in the State of Tennessee. Certification: Board Certification in practice specialty. Willing to obtain CHCQM-Board Certified in Health Care Quality Management Willing to obtain CHCQM-PHYADV- subspecialty Board Certification as a Physician Advisor in HCQM '246356

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique - and want to inspire you to realise this worth. This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities. What will you do? The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand. What will make you successful in this role? 1. Assist in growing the Sanlam Adviser Business * Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy. * Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market. Undertake relevant behaviours to attain targets relating to: * Revenue generation (Single and recurring premiums) * Activity quotas * Promote the Sanlam brand * Treating customers fairly to be applied to all client engagements * Role is aligned to your personal career aspirations 2. Networking, prospecting and leads generation * Face to face interactions, social or business, to create business opportunities. * Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations. * Turning trusted relationships into business relationships. * Strengthening existing relationships by increasing the current service. * Use existing sources to establish opportunities across Sanlam businesses. * Personalised client value propositions. * Marketing on social media. * Undertake selected client focused activities to generate leads and informal prospecting opportunities. * Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market. * Structuring and implementing focused campaigns with new or existing clients in the defined market. * Requesting active and ongoing leads and referrals from others. * Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market. 3. Client consultations and sales * Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance). * Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings. * Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history). * Provide sound personal financial planning advice. * Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio. * Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly. * Use relevant processes and system tools to capture analysis information and update records accordingly. * Review clientââ â¢s portfolio annually by undertaking the above steps. 4. Client Service * Ensure all client interactions are ethical, courteous and professional. * Follow-up or refer all existing business queries to be resolved timeously through support. * Strive for excellent, value-added service to clients so that they do not seek competitor products or services. * Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market. * Initiate long term client relationships and maintain a relational focus. 5. Monitor, update and reporting (weekly/monthly) Document and present the following activities: * Number and profile of contacts, appointments, consultations. * Issued business and revenue against targets. * Update client details on records. * Appropriate workflow and activity monitor system entries. Qualification and Experience Grade 12 Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months. Knowledge and Skills Financial advice and support Production target achievement and budgeting Compliance and risk management Client relationship management Financial planning and recommendations Personal Attributes Communicates effectively - Contributing independently Tech savvy - Contributing independently Action orientated - Contributing independently Interpersonal savvy - Contributing independently Persuades - Contributing independently Build a successful career with us We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development. Core Competencies Collaborates - Contributing independently Being resilient - Contributing independently Drives results - Contributing independently Cultivates innovation - Contributing independently Customer focus - Contributing independently Turnaround time The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. Our commitment to transformation The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.

Financial Advisor The Financial Advisor delivers financial planning services to client base utilizing resources provided by Raymond James Financial Services. This position serves as a point of contact for existing clients and proactively seeks new client relationships. The Financial Advisor reports to the WBT Wealth Management Manager and provides excellent service and support to team members and customers while demonstrating the Company's values and supporting the mission. JOB DUTIES AND RESPONSIBILITIES: Deliver financial planning services to client base utilizing resources provided by Raymond James Financial Services Proactively seek new client relationships for wealth enhancement and financial planning services Utilize network and referrals to identify prospective clients and facilitate outreach Serve as point of contact for existing clients and initiate timely and ongoing communication as needed Promote established investment models and strategies that are suitable for targeted clients Embrace a team approach, as well as communicate and collaborate with other advisors and staff Adhere to all company and industry supervisory guidelines and policies Maintain professional and technical knowledge by attending educational workshops, complying with continuing education requirements, reviewing professional publications, establishing personal networks and participating in professional associations Adhere to compliance with all FINRA/SEC and federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program Attend training as requested Perform other duties as assigned REQUIRED QUALIFICATIONS: Bachelor's degree 5 years of financial planning and/or investment advisory experience Active Series 7 and 66 licenses Current Life & Health Insurance Licenses Clean U-4 and U-5 history Certified Financial Planner (CFP) and/or Accredited Investment Fiduciary (AIF) preferred Retention of current book goal: 60%+ with ability to achieve a smooth transition for existing book of business to Raymond James Financial Services Experience with servicing high net worth clients Proficiency with Microsoft Office Suite Excellent verbal, written, presentation, and interpersonal communication skills Experience with relationship management and business development with exceptional follow-up skills Attention to detail, critical thinker and problem-solving skills High standards for integrity, honesty, professionalism, and work ethic Commitment to service excellence Ability to work independently while demonstrating excellent organization and follow through Demonstrate flexible and efficient time management and ability to prioritize workload and meet deadlines in a fast-paced environment Ability and willingness to work with purpose and a strong sense of urgency Self-motivated, positive, and enthusiastic Self-starter with a strong desire to exceed expectations Maintain confidentiality discretion Ability to interact with customers and employees in a friendly and professional manner Ability to effectively work in collaboration with others to achieve business objectives Participate in outside community activities as required working extended hours as needed Willing to grow and be challenged

Join Our Team as a Financial Advisor - Empower Clients and Build a Meaningful Career! Are you passionate about helping people achieve financial freedom and security? We're looking for a driven and client-focused Financial Advisor to join our growing team. In this role, you'll provide personalized financial guidance, build long-term relationships, and help clients plan for a more confident future. Why This Role Stands Out: 💼 Comprehensive Training & Mentorship - Whether you're seasoned or just starting out, we offer full support to help you thrive. ⏰ Flexible Work Options - Full-time or part-time roles with remote/hybrid flexibility. 📈 Unlimited Growth Potential - Career pathways into senior advisory, financial planning, or management. 💰 Competitive Compensation - Base pay plus commissions, bonuses, and performance incentives. Key Responsibilities: Build and manage a portfolio of clients, offering tailored financial advice. Help clients create short- and long-term financial plans (investments, retirement, insurance, education, etc.). Conduct regular reviews to ensure financial strategies remain aligned with goals. Stay informed on financial products, market trends, and regulatory changes. Cultivate strong relationships based on trust, transparency, and service excellence. Collaborate with internal teams to deliver a seamless client experience. What We're Looking For: ✔ Strong interpersonal and relationship-building skills ✔ Analytical thinker with a solutions-driven mindset ✔ Excellent communication and presentation abilities ✔ Self-motivated and goal-oriented professional ✔ Experience in finance, banking, or advisory services is a plus (but not required) ✔ Series 6/7, 63/65 licenses or willingness to obtain them is a bonus Perks & Benefits: ✅ Paid training and ongoing development ✅ Health, dental, and retirement plan options ✅ Incentive bonuses and rewards for top performers ✅ Career growth into leadership and advanced planning roles 🚀 Ready to Make a Difference in People's Financial Lives? If you're eager to educate, guide, and empower others on their financial journey, this is your opportunity to build a career with purpose. 👉 Apply now to join us as a Financial Advisor - where your success helps others thrive.

**Your opportunity** _At Schwab,_ _you're_ _empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together._ As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. **What you have** **Required Qualifications:** + A valid and active Series 7 license isrequired(license may be obtained under a condition of employment through Branch Network Licensing Program) + A valid and active Series 66 (63/65) licenserequired(license(s) may be obtained under a condition of employment) + A valid and active Life and Health Insurance license isrequired(may be obtained under a condition of employment) **Preferred Qualifications:** + 2 years of experience in the financial services industry + Ability toleverage Business development experience + Passion for gainingknowledge of brokerage/banking products and services + Openness to build strong client relationships **In addition to the salary range, this role is also eligible for bonus or incentive opportunities.** **What's in it for you** At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: + 401(k) with company match and Employee stock purchase plan + Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and family building benefits + Tuition reimbursement + Health, dental, and vision insurance What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call ************.

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.

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

Sun Pharmaceuticals Industries Inc. is the fourth largest generic pharmaceutical company in the world, and rapidly building our brand presence. We manufacture, market and distribute pharmaceuticals to the nation's largest wholesalers, distributors, warehousing and non-warehousing chain drugstores as well as managed care providers. Our goal is to continue to develop and market quality products that bring value to our customers and ultimately the patient. Current manufacturing capabilities allow Sun Pharma to develop products across most therapeutic categories. At Sun Pharma we believe our people are an invaluable asset. Our culturally diverse workforce is one of our biggest strengths, along with the rich experience they bring across varied skill-sets. We are proud that our global workforce is bound by our common values. Job Summary: Maximize the return on financial assets by establishing financial policies, procedures, controls and reporting systems. Ensure legal and regulatory compliance for all accounting and financial reporting functions. Oversee cost and general accounting, accounts receivable/collection and payroll and risk management. Responsibilities: * Guide financial decisions by establishing, monitoring, and enforcing policies and procedures. * Protect assets by establishing, monitoring and enforcing internal controls. * Maximize return and limits risk on cash by minimizing cash balances and making investments. * Provide status of financial condition of the company by collecting, interpreting, and reporting key financial data. * Ensure compliance with federal, state, and local legal requirements by researching existing and new legislation, consulting with outside advisors, and filing financial reports. Advices management of actions and potential risks. * Arranges for audits as required and appropriate. Education & Experience: * Bachelor's degree in Finance, Accounting, Economic, or Business minimum (MBA or CPA preferred). * Five (5) or more years experience managing an accounting department in a medium or large size company (manufacturing/pharmaceutical preferred). * Familiarity with customs and related international regulations a plus. The presently-anticipated base compensation pay range for this position is $127,000 to $155,000. Actual base compensation may vary based on a number of factors, including but not limited to geographical location and experience. In addition, this position is part of the Annual Performance Bonus Plan. Employees are eligible to participate in Company employee benefit programs which include medical, dental and vision coverage; life insurance; disability insurance; 401(k) savings plan; flexible spending accounts; and the employee assistance program. Employees also receive various paid time off benefits, including vacation time and sick time. The compensation and benefits described above are subject to the terms and conditions of any governing plans, policies, practices, agreements, or other materials or documents as in effect from time to time, including but not limited to terms and conditions regarding eligibility. If hired, employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company, or individual department/team performance, and market factors. The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees as assigned to this job. Nothing herein shall preclude the employer from changing these duties from time to time and assigning comparable duties or other duties commensurate with the experience and background of the incumbent(s). We provide equal employment opportunities for all current employees and applicants for employment. This policy means that no one will be discriminated against because of race, religion, creed, color, national origin, nationality, citizenship, ancestry, sex, age, marital status, physical or mental disability, affectional or sexual orientation, military or veteran status, generic predisposing characteristics or any other basis prohibited by law. Notice to Agency and Search Firm Representatives: Sun Pharmaceuticals (Sun) is not accepting unsolicited resumes from agencies and/or search firms for this job posting. Resumes submitted to any Sun employee by a third party agency and/or search firm without a valid written & signed search agreement, will become the sole property of Sun. No fee will be paid if a candidate is hired for this position as a result of an unsolicited agency or search firm referral. Nearest Major Market: Chattanooga

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.

New York Life is among the strongest and most respected financial companies in America today. For 59 consecutive years, we have led the Million Dollar Round Table, with more members than any other financial institution in the world. New York Life has the highest possible ratings currently awarded from any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA), as of February 13, 2014. New York Life has been recognized as one of the “Top 50 Companies for Diversity” for 2014 by DiversityInc and as one of “World's Most Admired Companies” for 2014 by Fortune Magazine. Job Description What does a career need to offer you? Financial growth? Personal satisfaction? Opportunity to advance? You'll find all that and more as a New York Life Financial Professional. At New York Life, we believe it's possible to get ahead and do the right thing. This belief shows in how we do business and it shows in the people we partner with as Agents and Managers. This career isn't for everyone, but the best Agents and Managers in our company will tell you there's nothing else like it. Successful Agents at New York Life come from many different cultures and backgrounds. Most have dreams like yours. And life stories nothing like yours. That's one reason our Company is a great place to build your career. JOIN US If you're looking for a career where you can grow your own business and make a difference in your community, then let's talk. We're looking for motivated-self-starters who want: •Comprehensive and ongoing professional training and development •State-of-the-art marketing and sales solutions •A vast array of competitive insurance and financial products designed to meet the protection and financial needs of your clients •A clearly defined career path including opportunities in Management for qualified individuals. •Comprehensive benefits, including a defined benefit pension plan1, and significant earnings potential Here's what you'll do: As a New York Life Agent, you'll be offering high quality life insurance, fixed annuities,2 long-term care insurance and other products for insurance and retirement planning needs. You'll also: •Develop and implement business and marketing plans •Prospect for potential clients • Discuss financial concerns and needs of individuals •Present potential solutions using our suite of products and services •Develop your professional skills and knowledge EOE M/F/D/V 1638741 (Exp. 2.12.2017) 1Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The Company reserves the right to amend or terminate the plan at any time for any reason. 2Issued by New York Life and Annuity Corporation, a Delaware Corporation Additional Information Our mission is to provide financial security and peace of mind through our insurance, annuity and financial products and services. By continuing to be a mutual company, we are uniquely aligned with our customers. By maintaining superior financial strength, we protect their future. By acting with integrity and humanity, we earn their trust and loyalty. Every decision we make, every action we take has one overriding purpose: To be here when our customers need us. That's why we call ourselves The Company You Keep

**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.

All jobs at Southern Champion Tray (SCT) require Team members to act in accordance with the shared Core Values and Operating principles of the company as they perform specific job functions. These include: Trustworthy - We strive for our actions to match our words in all our relationships. Servant - Hearted - We enable and empower our team to serve the needs of customers, Team members, suppliers and the community. Relational - We aim to build healthy relationships while fostering an environment that promotes compassion, balance, and personal and professional growth. Resourceful - We value strategic insourcing, first looking to create solutions internally, and then looking to apply that knowledge to future opportunities. SUMMARY Integral member of the finance team supporting the preparation of various analytics, forecasts, and budgets helping to identify drivers affecting performance and results. ESSENTIAL DUTIES AND RESPONSIBILITIES Develops annual profit plan and machine hour rates Tracks and analyzes actual results versus profit plan Assists Director of Finance in preparing financial analysis for presentation to ownership, advisors, managers and other stakeholders of the business Supports manufacturing and sales with business analytics Provides analysis including, internal rate of return (IRR), payback, and other return calculations to aid in investment decision making Assists in preparing or reviewing other financial tasks as assigned Assists in reporting of the Paperboard Packaging Council data as assigned Has strong work ethic with an understanding of and adherence to SCT's core values in all business decisions and interactions Sets good example, acting in accordance with company culture and values, prioritizes effectively, uses good communication, and delivers results efficiently Follows all company policies and procedures Projects positive company image by interacting with fellow Team Members, customers and management in a cooperative, supportive and courteous manner; displays professional attitude; complies with company dress code Effectively and accurately cascades and communicates company information with individuals at all levels within the organization, ensuring important information is provided and understood. Commits to community involvement Performs work according to supervisor's directives when requested Documents assigned tasks as required Ensures a clean workplace daily Performs other duties as assigned SUPERVISORY RESPONSIBILITIES This job has no supervisory responsibilities. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE Bachelor of Science or Arts in Finance, Accounting or Business Administration and minimum two years' experience working with and analyzing financial data in a manufacturing or distribution environment. Working knowledge of JD Edwards Enterprise One is a plus. Proficiency in Microsoft Office software applications - Word, Outlook, Excel software. SKILLS AND ABILITIES REQUIRED Excellent leadership and motivational skills Strong interpersonal and communication (both verbal and written) skills and ability to effectively deliver, reinforce consistent messages and influence others via communication to get desired results at all levels of the organization Excellent planning, organizational, time-management and prioritization skills Ability to work satisfactorily as a Team Member and communicate with all levels within the company Keen business acumen combined with strong fiscal awareness and understanding Ability to set, adjust and change daily priorities Ability to handle sudden changes in project/priority and multiple tasks simultaneously in a positive fashion Ability to manage conflict and resolve issues in the most positive fashion for all parties concerned Ability to identify problems or potential problems at both a strategic and functional level and/or make or recommend decisions to resolve the same Willingness to accept responsibility and take on new challenges Ability to exercise discretion and independent judgment on a customary and regular basis Adept at problem solving Ability to use calculator and other standard office equipment (fax, copier, etc.) OTHER REQUIREMENTS Eighteen (18) years of age or older Successfully complete pre-employment drug screen, physical and background check Dependability Valid driver's license Ability to safely operate a motor vehicle Occasional travel for training or meetings utilizing air and/or vehicle travel Required to carry $100,000/$300,000 liability insurance coverage on any personal vehicle used for company business. Mileage reimbursed for use of personal vehicle on company business through expense reports submitted to the company's accounting department. Sufficient personal financial resources to make travel arrangements, etc. between monthly company reimbursement cycles. Approved expenses will be reimbursed. LANGUAGE SKILLS Ability to read, understand, and communicate to others the meaning of complex documents including legal documents, letters, etc. and write legibly in English. Ability to understand and speak clearly and communicate in English. Ability to write reports, business correspondence and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the public. MATHEMATICAL SKILLS Ability to add, subtract, multiply, and divide both fractions and decimals, solve equations, read measurements. Ability to use formulas to calculate and analyze data. REASONING ABILITY Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form. 1st Shift Monday - Friday 220 Compress Street, Chattanooga, TN 37405

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

Salary: $58,910.00 - $71,170.00 Work Hours: Monday - Friday, 8:00 A.M. - 4:30 P.M. (EST) * Hours may vary due to work assignments or projects.* . Department: Finance, Finance Office Incumbents in this classification are responsible for performing proficient professional budgeting and management analysis. Duties include the preparation of the city wide annual budget, an important legal document required by the State of Tennessee and City Charter and multi-year budget forecasting, the monitoring and oversight of department budgets and expenditures as well as compliance with rules and regulations in addition to providing annual budget support and performing research and analysis related to management objectives. This position performs quality control by designing and inspecting an aggregate of activities and documents to ensure the quality of the budget for the City of Chattanooga. This position is also responsible for professional and technical support to assigned departments by performing a variety of administrative analyses. This position performs administrative, budgetary and statistical analysis including but not limited to; coordinating and conducting special studies, developing departmental procedures, methods and systems, implementing and administering projects and budgets. Employees work under limited supervision and use independent professional judgment. SERIES LEVEL: The Management and Budget Analyst 1 is the first level of a three-level management budget series. ESSENTIAL FUNCTIONS: (The following duties ARE NOT intended to serve as a comprehensive list of all duties performed by all employees in this classification, only a representative summary of the primary duties and responsibilities. Incumbent(s) may not be required to perform all duties listed and may be required to perform additional, position-specific duties.) Prepares annual budgets for internal departments which includes developing budget requests and packages; comparing budgets to actual expenditures and overseeing fiscal operations; assisting departments in developing budget forecasts; developing budget policies, calendars, guidelines and instructions. Analyze and Project personnel costs which includes but is not limited to: verifying positions, department vacancies/overfills and compiling necessary reports to ensure proper authorization and compliance for positions specified in the annually prepared budget ordinances. Preparing accounting entries; assisting in the facilitation of budget meetings and the preparation of related materials; preparing presentations for executive staff, the Mayor and the City Council and performing related activities . Review city's annual budget requests from departments and agencies to make recommendations for funding. Prepares annual citywide balanced budget for recommendations to the Mayor and the City Council. Projects revenues and closely tracks the economy at the National, State and Local levels comparing growth in the economy to revenue streams and providing principal economic research and forecasting. Prepares monthly, quarterly and annual expenditure projections based on actual spending data to identify trends and recommend corrective action if necessary and communicates the analysis to the City Finance Officer, City departments and administrators. Provides direction, training, written guidelines and procedures to fiscal coordinators, city wide departmental staff, administrators to facilitate month, quarterly and annual projection data models and reports. Engages forensic accounting practices and methodologies to correctly identify, diagnose and correct financial issues and procedures for both budgetary issues as well as operational and capital expenses, appropriations and revenues. Analyzes departmental budget performance and/or variances; monitors performance in the execution of the budget for internal departments; determines availability of funds for departmental requisitions and payment vouchers, including contracts, preparation of bid specifications, journal vouchers and Council resolutions. Prepares reports to facilitate future funding requirements including the Comprehensive Annual Budget Report (CABR), Annual Comprehensive Financial Report (ACFR), budgetary reports, management reports, ordinances, spreadsheets, fund and project status reports, profit and loss statements and official statements for bond issues. Prepares, evaluates and disseminates the CABR to appropriate internal staff, the City Council, public and applicable external agencies and organizations. Research best practices in order to increase productivity and reduce overall costs for departments' city wide. Monitors and analyzes city-wide position data regularly which includes verifying positions and monitoring vacancies to ensure position authorizations as specified by the budget ordinance; prepares related reports. Assists in facilitating and maintaining HR specific data and personal details in order to assist with resolution and disposition of inconsistencies within personnel numbers and details per departments. Responsible for pre review of proposed personnel /positions changes per guidance from Human Resources. Designs and compiles reporting (ad Hoc) to facilitate analysis of financial and accounting data to department staff and administrators to assist in management decisions and adjustments to financial procedures and processes. Presents written summaries of analysis in monthly meetings with department staff, Mayoral executive members and administrators. Collaborates with the Department of Technology Services to troubleshoot and resolve issues associated with software, processes and systems related to budget and fiscal and fiduciary responsibilities City-wide. Schedules, facilitates and participates in detailed meetings to address software processes and issues related to current financial, reporting and administrative software platforms and programs. Receives and processes requests for budget and actual transfers through reallocation requests. Serves as budget liaison on committees addressing city wide financial, operational, personnel and policy issues. Assists with tasks with post issuance compliance. Must meet regular attendance requirements. Must be able to maintain good interpersonal relationships with staff, co-workers, managers and citizens. Must accomplish the essential functions of the job, with or without reasonable accommodations, in a timely manner. Performs other duties as assigned. DEPARTMENT SPECIFIC DUTIES (if any): MINIMUM QUALIFICATIONS: Bachelor's degree in Accounting, Finance, Business, Public Administration, Economics or Statistics and two (2) years of progressively responsible budget and management analysis work or any combination of equivalent experience and education; or any combination of equivalent experience and education. Preferred experience in the following: Google Suite, Office Suite, Adobe Suite, ERP/Oracle Systems. LICENSING AND CERTIFICATIONS: None required but CMFO or CGFM preferred or the ability to obtain. KNOWLEDGE AND SKILLS: Knowledge of budgeting principles; municipal governmental operations; applicable Federal, State and Local laws, ordinances, codes, rules, regulations, standards, policies and procedures; mathematical concepts; financial reporting requirements; governmental accounting principles and practices and analytical methods. Skill in using a computer and related software applications; preparing a variety of budget and management reports; performing mathematical calculations; analyzing financial data and information; analyzing and evaluating proposed versus actual budget data; preparing budget forecasts; conducting research and communication and interpersonal skills as applied to interaction with coworkers, supervisor, the general public, etc. sufficient to exchange or convey information and to receive work direction. PHYSICAL DEMANDS: Positions in this class typically require reaching, fingering, and grasping, talking, hearing, seeing and repetitive motions. WORK ENVIRONMENT: Sedentary Work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met. SPECIAL REQUIREMENTS: Safety Sensitive: N Department of Transportation - CDL: N Child Sensitive: N SUPPLEMENTAL INFORMATION: This position requires pre-employment screening(s) that include: background check. The City of Chattanooga, Tennessee is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act, the City will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. JES 3.26.25 KJF 260023

The College Internship Program at Yanfeng provides you with real world projects via full-time work through the summer break with hands-on, career-specific experience (from May through the beginning of August). The program connects Yanfeng interns across the US and Canada developing skills through technical training and career coaching. You will be assigned a buddy and a mentor, who will make sure you feel at home and will support your development. Additionally, interns are engaged in networking and educational activities throughout their internship to gain exposure to senior level management and to learn more about Yanfeng, our values, culture and career opportunities. Examples of Internship Opportunities within our Finance function: Operations Finance Intern Qualifications: Current student enrolled in an accredited college/university pursuing a bachelor's degree with a concentration in Finance, Accounting, or similar field. 3.00 GPA or higher Prior internship(s), work experience, and/or extracurricular activities preferred. Highly motivated, positive attitude and goal-oriented US Sponsorship not available for this position Required Competencies: Analytical skills Communication skills Leadership ability Strong initiative Strong interest in automotive manufacturing industry

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance. This advice will be based on a deep understanding of the customer's current financial standing and short and long term goals. The ideal candidate is customer-focused and partnership centric with previous branch based Financial Advisor experience. Primary Responsibilities Provides a broad range of investment solutions and products to help meet customer goals and offer in-depth guidance through Financial Planning services Identifies and follows up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement Builds and maintains a strong client network and pipeline Provides and demonstrates expert-level portfolio planning skills and comprehensive industry and investment knowledge Conducts and/or participates in investment performance and relationship reviews Keeps junior level staff informed about investment products and opportunities Adheres to compliance requirements and follows corporate and industry protocols This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay. This position is incentive eligible. Requirements High School Diploma or GED Six (6) months of related experience Series 7 Series 63 & 65 or Series 66 Life Insurance License must be obtained within 60 days from employment start date Preferences Bachelor's degree Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist Two (2) years of Financial Advisory experience Compensation for this role includes base compensation and variable compensation. Associates in this role have total compensation earning potential of $43,888 - $150,000+. Position Type Full time Incentive Pay Plans: This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals. Position Type Full time Benefits Information Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. Paid Vacation/Sick Time 401K with Company Match Medical, Dental and Vision Benefits Disability Benefits Health Savings Account Flexible Spending Account Life Insurance Parental Leave Employee Assistance Program Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser. ************************************************************* Location DetailsNorth River ChattanoogaLocation:Chattanooga, Tennessee Equal Opportunity Employer/including Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

Johnson Service Group (JSG) is a Tier 1 vendor for the Tennessee Valley Authority (TVA), and we are recruiting for an experienced, Asset Management Analyst related to Electric Power Equipment, for a 24-month contract assignment supporting TVA's downtown Chattanooga office. W2 Pay Rate: Up to $79.50/hour (time and a half for overtime) Target Start Date: 12/29/25 Duration: 24 months Hybrid Work Status: Up to 75 % Remote U.S. Citizenship is required Local or Regional candidates highly preferred Project Summary: The Transmission Asset Performance Center (APC) helps reduce risks from aging equipment with improved planning, better maintenance, and early problem detection. It brings together data from inspections, tests, and new sensors into advanced analytics models to monitor equipment health. This helps TVA make decisions about when to repair or replace equipment and focus work where it's needed most. The APC also spots early warning signs and initiates action before small issues become big problems. Responsibilities: Working with instrumentation, communication protocols, and data stores. Working with data, analytics, and reporting systems in support of equipment condition monitoring . This position includes monitoring instrumentation and controls (I&C), and electric power transmission equipment during installation, commissioning, maintenance, testing, and troubleshooting. Additional responsibilities include condition-based maintenance, predictive maintenance, condition monitoring, and online monitoring. Education / Experience: Bachelor's degree in Engineering, Business Administration, or similar field. 5+ years of experience in electrical/electronic equipment asset management preferred. Demonstrated proficiency with technology integration including Modbus, DNP, PI, Historian. Demonstrated proficiency with Database Integration, Business Analysis, Advanced Analytics, Artificial Intelligence, Machine Learning, Reporting, Software Development, Programming, Coding, PowerBI, Python, and SQL. JSG offers medical, dental, vision, life insurance options, short-term disability, 401(k), weekly pay, and more. Johnson Service Group (JSG) is an Equal Opportunity Employer. JSG provides equal employment opportunities to all applicants and employees without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, marital status, protected veteran status, or any other characteristic protected by law. #D300