Finance consultant jobs in Hamilton, OH - 518 jobs

Job DescriptionDescriptionLocation: Dayton, OH Reports To: Chief Operating Officer & Senior Consultant Industry: Fiduciary Consulting / Retirement Plan Advisory Compensation: Commensurate with experience, employee-owned structure About the CompanyThis independent, employee-owned consulting firm has served retirement plans, foundations, and other institutional clients for over 35 years. They provide unbiased fiduciary guidance, focused on investment policy, vendor oversight, compliance, and governance. With a commitment to flat-fee consulting with transparent details, the firm is built on trust, objectivity, and long-term relationships. Position SummaryWe're hiring a Consultant with strong business management experience who is eager to learn and grow within the fiduciary consulting space. Financial services experience is not required. We're looking for someone organized, professional, and motivated to make a difference for clients.This role includes a blend of relationship management, project coordination, report creation, and client support. You'll work closely with leadership and analyst teams to support a wide range of institutional clients. Key ResponsibilitiesClient Support & Consulting Services Assist in the preparation of quarterly reports, client presentations, and investment monitoring materials. Help interpret data and convey findings. Participate in client calls and meetings, offering logistical and strategic support. Project & Vendor Management Manage timelines, documentation, and deliverables for client consulting engagements. Coordinate vendor evaluations and support RFP/RFI processes for recordkeepers, asset managers, etc. Maintain internal project tracking systems and ensure high-quality execution. Process & Governance Support Help review and maintain investment policies and other plan documentation. Ensure that client processes align with fiduciary best practices and applicable standards. Collaborate with analysts to manage performance data, benchmarks, and fund comparisons. Learning & Development Engage in training around retirement plan structures, fiduciary principles, and investment concepts. Support internal research, tool-building, and continuous improvement efforts. Take initiative to grow into a trusted, client-facing advisory role over time. Qualifications Associate's Degree required; Bachelor's preferred but not necessary. 3-8 years of experience in business management, operations, consulting, or customer-facing roles. Excellent written and verbal communication skills. Strong organizational and time management skills; able to juggle multiple deadlines. Proficiency in Excel, PowerPoint, and general reporting tools. High integrity, professionalism, and a commitment to learning. Note: Financial services or investment experience is not required. We provide the industry training and mentorship you'll need. Why Join Us Employee-Owned: Be part of a team that shares in the company's long-term success. Mission-Driven: We advise with integrity and purpose; never sales targets. Growth-Oriented: This is a long-term opportunity to grow into a senior consulting role. Supportive Team: Work directly with leadership in a collaborative, mentorship-focused environment. Balanced Culture: Professional and stable, with flexibility and respect for work-life balance.

Description & Requirements The Strategy & Finance Healthcare Consulting team empowers healthcare leaders to deliver quality care, invest in growth, and address workforce challenges-all while meeting the unique needs of their communities. In a rapidly evolving landscape, the team brings deep expertise across the care continuum to guide strategic and financial planning. Their practical, data-driven approach helps organizations navigate regulatory shifts, payment reform, and operational complexity with confidence and clarity. What You Will Do: * Guide the strategic vision and direction of healthcare organizations to drive profitability and sustainable growth. * Conduct preliminary research and analyze existing data to understand key issues and inform decision-making. * Identify, assess, and recommend solutions across a broad range of strategic and operational engagements. * Perform comprehensive performance assessments, including financial, operational, and clinical benchmarking, as well as economic analysis. * Evaluate strategic recommendations within financial, organizational, and operational frameworks to ensure feasibility and successful implementation. * Continuously learn and develop technical expertise relevant to our consulting practice and the healthcare clients we serve. * Collaborate effectively both independently and within team environments. * Build and maintain relationships with healthcare professionals across service lines to stay informed about the firm's offerings and support coordinated business development efforts. * Support engagement teams on both client-facing and internal projects, including client and engagement management, data analysis, solution implementation, and delivery of results. Minimum Qualifications: * Bachelor's or Master's Degree in a Business or Healthcare discipline * Intermediate to Advanced skill sets in Microsoft Office products (Word, Excel and PowerPoint) Preferred Qualifications: * 1+ year(s) of relevant experience in the healthcare industry * MBA, MHA, MPH, or MPA #LI-BHAM, #LI-ATL, #LI-IND, #LI-CLTSP, #LI-GVNC, #LI-RAL, #LI-CIN, #LI-NASH, #LI-RICH, #LI-TYS #LI-CH2

INVESTOR RELATIONS ASSOCIATE Why Merus? Formerly known as Al. Neyer, Merus combines more than 130 years of commercial real estate expertise with an integrated team of company owners. We specialize in the construction, development, ownership, and management of a diverse portfolio of real estate assets across a growing footprint in the eastern U.S. We're all owners here. This not only sets us apart but deeply influences our culture and operations. Every team member demonstrates a deeper sense of ownership and accountability - in both their daily tasks and the collective success of the organization. Learn more about our culture at ****************** Summary of Responsibilities The Merus Real Estate team is hiring an Investor Relations Associate. This role is responsible for executing critical functions related to investor onboarding, capital activity, reporting, and relationship management across our active and prospective investor base. The position supports all aspects of equity and investor relations, including accurate and timely processing of capital requirements, maintaining data integrity within the investor portal, and serving as a primary point of contact for investor inquiries. The role requires strong communication skills, attention to detail, and the ability to coordinate effectively with internal teams such as Development, Legal, Marketing, Treasury, and other functions within the Real Estate organization. This position is both internal- and external-facing and provides an excellent opportunity to learn the Merus business from the inside out. Essential Job Functions Support the onboarding and subscription process for new investors by coordinating documentation, ensuring accurate recordkeeping, and maintaining high-quality investor data. Maintain data integrity in the investor portal to ensure accurate and up-to-date investor information including contact details, entity information, account instructions, and portal access. Monitor and maintain investor records by closing inactive investments, merging duplicate accounts, updating payment instructions, and ensuring asset details are current once projects have been closed. Support capitalizing projects by issuing notices, tracking equity requirements, and accurately recording capital calls. Coordinate with internal teams to execute treasury management requests, including equity requirements, capital inflows, and investor distributions. Enter distribution details into the investor portal and ensure timely and accurate recording of payments as they are processed. Provide responsive and professional support to investor inquiries via phone, email, events, webinars, and scheduled meetings. Monitor investor communications and deliver efficient, thorough, and solution-oriented responses. Assist with preparation and coordination of investor reports, presentations, and communications including quarterly and annual reporting, project updates, call presentations, case studies, and ad-hoc investor requests. Craft and update marketing materials for current offerings, including pitch decks, opportunity summaries, and other external-facing collateral. Support annual tax reporting through document delivery, communication to investors, and organized record retention. Plan and participate in investor engagement initiatives including events, roadshows, webinars, and investor meetings. Essential Competencies Nimble Learning - Actively learning through experimentation when tackling new problems, using both successes and failures as learning fodder. Action Oriented - Taking on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm. Demonstrates Self-Awareness - Using a combination of feedback and reflection to gain productive insight into personal strengths and weaknesses. Self-Development - Actively seeking new ways to grow and be challenged using both formal and informal development channels. Instills Trust - Gaining the confidence and trust of others through honesty, integrity, and authenticity. Customer Focus - Building strong customer relationships and delivering customer-centric solutions. Position Requirements Demonstrated ability to communicate effectively and work collaboratively with individuals of diverse backgrounds and at all organizational levels. Ability to organize, prioritize, and manage multiple responsibilities while maintaining high attention to detail. Ability to manage change and adapt to evolving processes, systems, and business needs. Proven ability to use technology and systems to improve accuracy, efficiency, and workflow management. Strong customer-service mindset with the ability to build trust and deliver high-quality support to both internal and external stakeholders. Qualifications and Experience Bachelor's Degree required in Business, Finance, Real Estate, Communications, or related field. 1-3 years of experience in investor relations, real estate, finance, or related business function. Proficient in Microsoft Office Suite, with strong Excel and PowerPoint skills. Strong written and verbal communication skills with an ability to present information clearly and professionally. Demonstrated initiative to learn and deepen understanding of investor relations processes, real estate fundamentals, and capital administration. Strong attention to detail with the ability to manage competing priorities and deliver accurate, timely results. Proven ability to build relationships through integrity, responsiveness, and teamwork. Safety Hazard of the Job Normal safety hazards associated with office work, and with occasional observational visits to construction sites. Physical Demands Low physical effort required to sit, stand at files, bend, stoop, lift, and walk. Maximum unassisted lift is 35 lbs. Average lift is less than 10 lbs. Requires ability to use a keyboard and monitor. Also requires the ability to communicate verbally, both in person and on the telephone. May require some travel by car. Environmental Requirements Average inside office environment. Average office noise levels. No personal protective equipment is required. Ambient temperature is between 68F and 76F. This is not intended to be all-inclusive. The employee will also perform other reasonably related business duties as assigned by their immediate supervisor and other management as required. This job description is not a contract or offer for employment, and either you or Merus may terminate employment at any time for any reason.

Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. The candidate will be responsible for document analysis, data management, and financial plan preparation. This is an entry level financial planning position perfect for the candidate who seeks to gain technical competency in preparation for a career in financial planning. You will prepare comprehensive financial planning modules, utilizing various software and proprietary tools. You will also work with our other in-house specialists in investments, tax, estate planning, and insurance solutions. To succeed in this position, one must be passionate about financial planning. Desirable characteristics: self-motivation, flexibility, detail oriented, process-driven, analytical, and have a high degree of follow-through and strong communication skills. Essential Job Functions for the Financial Planner will include: Prepare financial plans for prospective clients, as well as clients, including spending plans, investment analysis, retirement projections, Social Security analysis, education-funding analysis, stock options analysis, estate-planning analysis, tax planning, asset protection, and risk management needs analysis. Work with the sales team and advisors to collect documents from clients to prepare the financial plan. Use financial planning tools (ex: eMoney, Morningstar, SS Analyzer, Excel worksheets, CRM, portfolio analysis) to create financial plans for clients. Partner with sales and wealth advisor teams to deliver an exceptional, seamless client experience focusing on accuracy and timeliness. Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client. Keep current on financial planning topics including, but not limited to, cash management, investments, wealth transfer strategies, complex retirement needs, Social Security, and tax planning. Assist with creating and implementation of workflows and procedures to improve efficiency and enhance one team procedures and processes. Required Knowledge, Skills and Abilities: Bachelor's degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology, or Finance related) Has begun CFP coursework At least 1 year of financial industry related experience preferred Proficiency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, SS Analyzer, CRM, portfolio analysis, tax planning) preferred. Excellent verbal, written, analytical and organizational skills Demonstrated organizational skills and ability to manage multiple priorities and deliver to tight deadlines in a team environment Candidate must have customer service orientation, be coachable, and be eager to learn. Must be highly flexible and confidential with all matters Ability to travel up to 10% Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel assumed up to 10% of the time. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Pay Range $68,000 - $80,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: Company Paid Basic Life & AD&D Insurance Company Paid Short-Term and Long-Term Disability Insurance Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan. Two comprehensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for child and dependent care. 14 Company Paid Holidays with a full week off at Thanksgiving. Generous paid time off program for vacation and sick days Employee Assistance Plan Family Medical Leave Paid Parental Leave (6 weeks) Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time. Adoption Assistance Reimbursement Program Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more. 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Pet Insurance We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email *****************************. Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants have rights under federal employment laws: Family and Medical Leave Act (FMLA) Employee Polygraph Protection Act (EPPA) Equal Employment Opportunity (EEO) U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization. E-Verify Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights * Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking * Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance * Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations * Location: In-office presence required * Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience * Education: Bachelor's degree or equivalent skills and work experience * Licensing: State Life & Health, SIE, Series 7, Series 66 * Personal Attributes: values-driven with a track record of success and accomplishment * Communication Skills: excellent interpersonal and communication abilities with strong self-confidence * Mindset: entrepreneurial spirit with a desire to positively impact others' lives * Collaboration: ability to work with and learn from top performers * Work Authorization: must be authorized to work in the United States Training & Development * FINRA Sponsorship: provided for required FINRA licensing * Preliminary Employment Period (PEP): comprehensive 120-day hands-on training * Virtual University: access to Equitable Advisors' Virtual University for continuous learning * Mentorship: opportunities for joint work and mentorship * Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed * Leadership Development: access to Leadership Development School for those with management ambition * Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits * Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP * Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management * Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. * Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

This is your opportunity to join a leading financial services firm as a Financial Advisor trainee, to become a fully qualified Financial Advisor. We are looking for experienced professionals who can follow a proven formula to build your practice. Financial services experience is not necessary. Financial Advisors must be able to leverage their experience, talents, and ambition in order to help others preserve and grow their wealth. We're looking for people with boundless drive and determination. We are looking for aggressive entrepreneurial go-getters, who welcome the challenge of unlimited possibilities and the chance to make the most of their abilities. If you have always wanted to become a true wealth advisor, but did not want to be in a 100% commission, sink-or-swim situation at the start, we have the right opportunity for you. Compensation AND FULL BENEFITS As a Financial Advisor, you will receive the compensation, training, tools and guidance needed to maximize your potential. You will receive a base salary during the first year after licensing, plus a great benefits package, commission and bonus incentives, advanced learning support and an impressive training program. The average successful Financial Advisor can earn from the mid $50s to the mid $70s in just their first year. The average successful advisor earns six figures in their third year. WE ARE LOOKING FOR · The best of the best - accomplished professionals from any industry · Solid interpersonal and relationship building skills · Experienced top level sales professionals, entrepreneurs, managers, teachers, marketing pros, attorneys, CPAs, accountants, business owners, and other professionals · Professionals who are in the financial services industry now or in a training programme at another firm, who would like to transition over Pamela J. Kortekamp Lifetime Recruiting Strategies "Developing Relationships that last a Lifetime" Please contact me with any questions: Email: lifetimers@fuse.net http://www.lifetimerecruiting.com/ Phone: (w) 513-753-4926

Job Description Priority Financial Group (PFG) in its relationship with TruPartner Credit Union, is looking to add a Financial Advisor to work in their Cincinnati Ohio market. The Financial Advisor will receive referrals from the assigned branch team members who are tasked with welcoming new members and deepening relationships. This advisor will be based at our main office and will have the opportunity to work referrals from the credit union's branch network. About the Role: The purpose is to enhance member and client relationships by providing holistic planning advice, and offering solutions such as, Investments, Insurance, and Estate Planning. Summary of Responsibilities: Helps clients reach their personal, education, business, retirement, and estate planning goals. Conducts investment, insurance, and estate planning proposals. Provides financial education services to credit union members. Achieves activity and production goals as agreed upon. Stays current and analyzes market conditions and otherwise educating and updating themselves about financial and investment solutions in the market. Attends training and completes required continuing education. Meets regularly with the Program Manager and trains with the Program Manager. Drives investment and program initiatives with credit union. Provides regular feedback to the branch employees. Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update client needs ensuring investment objectives and goals are progressing according to plan. Remains visible to the appropriate segments of the public to meet and to retain potential clients, including conducting client workshops and seminars on various topics. Knowledge and Skills: Excellent organizational and time management skills. Ability to work independently and proactively demonstrate initiative. Excellent interpersonal/communication skills. Pays close attention to detail with a high degree of accuracy. Excellent grammar skills to initiate, interpret, and compose documents. Basic math skills. Maintains high level of confidentiality. Excellent decision-making/problem solving skills relating to highly diversified, complex financial planning issues. Utilizes computer, general office equipment adeptly. Essential Duties and Responsibilities: Conduct prospective client interview, implement the client's financial plan, and provide servicing appointments with commitment to client satisfaction. Perform pro-active prospecting activities to Credit Union members and outside of the credit union to introduce new member relationships. Maintain and document, via Salesforce, regular client annual review meetings to enhance client relationships and to identify additional opportunities to expand the relationship. Utilize all technology and fact-finding profile forms as required for compliance review including Salesforce. Perform all related job duties and office operations in accordance with established Credit Union, RIA and Broker Dealer policies and procedures. Follow credit union policies for compliance with all laws and regulations. Adhere to company policy and procedure, complete annual compliance training, comply with business continuity and vendor management policy. Benefits Office space and basic office supplies Marketing support from the credit union. This could include introductions to partner organizations & groups, co-sponsorship of workshops or seminars, spotlights in online and/or print materials, etc. Territories with significant deposit base, which includes current clients who need an advisor to support their financial goals The opportunity to find new clients via the Credit Union's client base The opportunity to create client solutions without proprietary products As a Financial Advisor with PFG, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes: An open architecture platform with access to thousands of investment products from leading third-party product sponsors Resources and expertise across the firm to help you create client solutions The freedom to create solutions specific to your client's goals Qualifications, Education and Experience: Need two or more years of experience in related financial planning/sales field, or equivalent combination of education and experience. Possess clean credit and U-4 CRD history. Bachelor's (BS) from 4-yr College or University: or associate's (AAS) from two-year College or equivalent job experience. Possess valid FINRA and State Insurance licensing certifications (Series 7, Series 65 or 66, and Life and Health Insurance). Certified Financial Planner designation preferred. Knowledge and Skills Strong understanding of the investment industry Excellent interpersonal and listening skills Job Posted by ApplicantPro

Skills & Experience • Education\: Bachelor's degree or equivalent skills and work experience • Licensing\: State Life & Health, SIE, Series 7, Series 66 • Personal Attributes\: values-driven with a track record of success and accomplishment • Communication Skills\: excellent interpersonal and communication abilities with strong self-confidence • Mindset\: entrepreneurial spirit with a desire to positively impact others' lives • Collaboration\: ability to work with and learn from top performers • Work Authorization\: must be authorized to work in the United States Training & Development • FINRA Sponsorship\: provided for required FINRA licensing • Preliminary Employment Period (PEP)\: comprehensive 120-day hands-on training • Virtual University\: access to Equitable Advisors' Virtual University for continuous learning • Mentorship\: opportunities for joint work and mentorship • Personalized Coaching\: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed • Leadership Development\: access to Leadership Development School for those with management ambition • Professional Growth\: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits • Sign-On Payment\: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP • Stable Pay\: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management • Commissions and Bonus\: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. • Benefits\: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29) Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple\: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights • Client Engagement\: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking • Financial Strategy Development\: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance • Product and Service Consultation\: Discuss financial products and services tailored to clients' unique situations • Location\: In-office presence required • Work-Life Balance\: Flexible schedule to maximize productivity and personal time

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

Job DescriptionSenior Financial Analyst - CFO Team Are you interested in joining the fastest growing company in the city? Our client is newly international, hiring career aggressive high achievers to be the next generation of leaders. They offer highly competitive comp packages & fantastic PTO! General Function Responsible for the execution of highly complex financial analysis and business improvement of all key areas. Serve as financial leader to assigned lines of business and affiliates to understand and meet the information needs required to sustain growth. Focus on providing value-added analysis and recommendations to support business growth. Leads the education and development of less experienced staff. **This CFO Team focuses on Forecasting, Planning, Reporting, and Financial Project Management for Capital Projects and Long Range Planning. Position will partner with portfolio management team to asses risks, tying business projects with financial goals to ensure success. High visibility team requiring exceptional communication skills. Essential Duties + Responsibilities Leads peers in the identification of key business factors (both internal and external) that impact all lines of business. Maintains an up-to-date knowledge base to keep current on existing and emerging issues; applies this knowledge to assist business managers in sustaining growth. Develops recommendations and action plans to support growth and eliminate or mitigate observed risks. Plays a lead role in the execution of financial analysis and in driving business results. Prepares and analyze monthly reports for all lines of business and affiliates. Investigates and documents unusual items. Performs maintenance on existing schedules and reports for changes to information. Documents, evaluates and improves design of reports and processes to ensure that analytical tools evolve as business changes. Develops trend analyses and other quantitative reports to determine business trends. Manages the documentation of financial plans and analysis in a format appropriate for meetings with senior management. Establishes, fosters and maintains working relationships with peers and management within Finance, affiliates and all lines of business. Serves as the financial leader to all lines of business and affiliates. Attends meetings with peers to maintain knowledge of current and emerging issues and risks in respective focus areas. Is an active participant in process improvement and problem resolution of issues. Serves in a lead role with the preparation and analysis of annual profit plan and rolling forecast for all lines of business. Analyzes business performance, make recommendations for improvements and measure progress. Success will be measured by outcomes. (i.e., business improvement) Works closely with finance leadership to develop metrics and variance analysis of actual results. Assists with the development of presentations and discussion documents to highlight business issues and opportunities. Creates and publishes graphic metrics to communicate business results and status. Assists finance leaders with the automation of data collection, analysis and communication. Provides training and guidance to less experienced analysts. Allocates work and reviews work of less experienced staff. Works with staff to set and achieve department objectives. Guides and advises subordinates. Resolves routine personnel issues. Develops cross training programs and ensures the adequate delegation of duties and responsibilities. Recruits, develops and exports talent. Acts as Supervisor or Team Leader to assigned team. May be responsible for incentive plan administration. Supervisory ResponsibilitiesResponsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees accomplishments. Minimum Knowledge, Skills + Abilities Required Bachelor's degree required. MBA or CPA preferred. Thorough knowledge of GAAP strongly desired. Typically requires minimum of seven years of accounting or finance related experience in industry or public the accounting. Proficient with MS-Windows and other related PC applications. Possess the desire and ability to learn mainframe applications, and automated data analysis tools and techniques. This position requires excellent analytical, verbal and written communication skills necessary to interact with personnel ranging from clerical staff to more senior management. Demonstrated proficiency in performance measurement tools and technology. Ability to work both individually and as a member of a team. Ability to maintain professional composure in a dynamic work environment that often requires management/completion of multiple tasks. Demonstrate sound judgment as well as apply logical/critical thought processes. *Rainmaker is a search firm focused in Finance, Accounting, Tax, Audit, Risk & Compliance,Treasury, M&A, Investor Relations, Financial Data, Business Intelligence and Analytics recruiting. Certified Woman Owned Business by WBENC 7 Consecutive Years named a Largest Executive Search Firm by Cincinnati Business Courier Largest Women-Owned Business by Columbus Business First To view more active searches visit our website: www.RainmakerResourcesLLC.com

Job Vacancy: Financial Sales Representative Company Name: Team Unstoppable Job Type: Full-time Salary Range: Commission-based Terms: No prior experience is required, training will be provided. Specific Terms: Excellent communication and interpersonal skills Ability to learn and follow scripts and sales procedures Must be a resident of the Cincinnati, Ohio area. Knowledgeable in insurance products, financial planning, and investment strategies Comfortable with making outbound sales calls and conducting virtual appointments Willingness to continuously learn and adapt to changes in the industry Must Obtain a Life Insurance License, training provided Team Unstoppable, a leading financial services company, is seeking an Insurance Agent/Financial Adviser to join our team in West Chester, Ohio. As an Insurance Agent/Financial Adviser, you will be responsible for providing financial guidance and insurance solutions to help clients achieve their financial goals. In this role, you will work with a diverse client base and build lasting relationships. You will also have access to a wide range of resources and support to help you succeed, including ongoing training and development programs. To be successful in this position, you should have excellent communication and interpersonal skills, and the ability to learn and follow scripts and sales procedures. Additionally, you should be knowledgeable in insurance products, financial planning, and investment strategies, and comfortable with making outbound sales calls and conducting in-person appointments. If you are a life insurance sales professional, a veteran, have experience in sales, marketing, or finance, or just love working with people, apply today. If you want a unique and rewarding opportunity to work remotely with a winning team, apply now with Team Unstoppable. We look forward to hearing from you!

This is a full-time (40 hours per week), client-embedded, onsite engagement through Brixey & Meyer, providing financial analysis and advisory services to a client. The engagement is expected to continue for approximately 13 months, subject to business needs. ESSENTIAL JOB FUNCTIONS: Provides financial analytics and reporting support to clients using accounting principles and financial tools Develops financial insights of operational results Conducts research and financial analysis to support business decision-making Analyzes trends and assesses financial performance Supports monthly close processes, including preparations of accruals and related analyses Research and resolving discrepancies or missing data Support other projects and tasks as assigned What We're Looking For: Required: Bachelor's degree in Accounting or Finance, or equivalent experience Due to business and client needs, candidates must reside in Ohio at the time of hire. Relocation assistance is not available. Advanced computer literacy, including proficient use of all Microsoft Office products, QuickBooks, and Intacct Valid Driver's license and/or access to transportation 3-5 years of relevant experience preferred Strong attention to detail Excellent interpersonal skills for working with clients and team members A positive, team-focused attitude-and a desire to have fun while doing meaningful work! We do not accept unsolicited resumes or candidate submissions from external recruitment agencies. Unsolicited resumes and submissions will be considered the property of Brixey & Meyer and will not be subject to any placement fees. We do not accept unsolicited resumes or candidate submissions from external recruitment agencies. Unsolicited resumes and submissions will be considered the property of Brixey & Meyer and will not be subject to any placement fees.

Are you ready to be part of a company that's not just talking about the future, but actively shaping it? Join The AES Corporation (NYSE: AES), a Fortune 500 company that's leading the charge in the global energy revolution. With operations spanning 14 countries, AES is committed to shaping a future through innovation and collaboration. Our dedication to innovation has earned us recognition as one of the Top Ten Best Workplaces for Innovators by Fast Company in 2022. And with our certification as a Great Place to Work, you can be confident that you're joining a company that values its people just as much as its groundbreaking ideas. AES is proudly ranked #1 globally in renewable energy sales to corporations, and with $12.7B in revenues in 2023, we have the resources and expertise to make a significant impact as we provide electricity to 25 million customers worldwide. As the world moves towards a net-zero future, AES is committed to meeting the Paris Agreement's goals by 2050. Our innovative solutions, such as 24/7 carbon-free energy for data centers, are setting the pace for rapid, global decarbonization. If you're ready to be part of a company that's not just adapting to change, but driving it, AES is the place for you. We're not just building a cleaner, more sustainable future - we're powering it. Apply now and energize your career with a true leader in the global energy transformation. Join the AES Finance & Accounting Talent Community! We invite you to join the AES Finance and Accounting Talent Community! Our finance roles typically involve preparing, collecting, and interpreting financial information, preparing budgets, reports, forecasts, and statutory returns, conducting financial analyses of proposals, investments, and fund sources, managing the organization's taxation affairs and cost accounting systems, cash flow, and controlling treasury while ensuring compliance with regulatory standards. In our Accounting teams, you might be responsible for accounting administration activities such as accounts payable, accounts receivable, billing, and invoicing. Join our talent community to be considered for new opportunities and receive notifications about AES job openings in Accounting, FP&A, M&A, Asset Reporting Management, Financial Reporting, Internal Controls and Audit, Project Finance, Financial Modeling, and Tax Compliance, Planning and Strategy, among others. Roles in these teams typically require a bachelor's degree and a background or clear interest in the relevant focus area. Disclaimer: This posting is not for a specific job requisition at AES. By applying, you express your interest in being considered for current and future employment opportunities at AES that align with your background and interests. Joining the Finance & Accounting Talent Community keeps you informed about new job opportunities within AES teams. Your Resume/CV and application information will be stored in our ATS, allowing our Recruiting team to find your profile and contact you about relevant AES openings. AES is an Equal Opportunity Employer who is committed to building strength and delivering long-term sustainability through diversity and inclusion. Respecting all backgrounds, differences and perspectives enables us to improve the lives of our people, customers, suppliers, contractors, and the communities in which we live and work. All qualified applicants will receive consideration for employment without regard to sex, sexual orientation, gender, gender identity and/or expression, race, national origin, ethnicity, age, religion, marital status, physical or mental disability, pregnancy, childbirth, or related medical condition, military or veteran status, or any other characteristic protected under applicable law. E-Verify Notice: AES will provide the Social Security Administration (SSA) and if necessary, the Department of Homeland Security (DHS) with information from each new employee's I-9 to confirm work authorization.

Country USA State Ohio City Cincinnati Descriptions & requirements About the role: As a Financial Analyst at TQL, you'll play a critical role within our Finance and FP&A team, partnering directly with leaders across the business to drive smarter decisions, stronger performance, and sustainable growth. This role blends financial analysis, budgeting, forecasting, and reporting with real-world business impact. You'll help identify revenue growth opportunities, improve productivity, and uncover cost-saving initiatives-while supporting a fast-paced, sales-driven organization. If you're looking to grow your career in financial analytics, this role offers hands-on exposure, mentorship from industry-leading finance professionals, and clear paths for advancement. POSITION IS LOCATED IN CINCINNATI - PAID RELOCATION PROVIDED What we're looking for: * You earned a bachelor's degree in Finance, Economics, Mathematics, Engineering or a related field * You've spent 1-4 years working in financial analysis, corporate finance, FP&A, or relevant internships * You have strong analytical skills, enjoy solving problems and can translate data into clear insights * You have advanced Excel skills, it's a plus if you had exposure to PowerBI, Oracle Smart View, or SQL * You enjoy and can thrive in a fast-paced, sales-driven environment and manage multiple priorities * You are an excellent communicator - written and verbal * You are professional, driven and career-motivated What you'll be doing: * Deliver actionable financial insights by analyzing key performance indicators (KPIs), trends, and variances * Prepare and present financial reports, dashboards, and executive-ready analyses for senior leadership * Identify risks and opportunities to improve operational and financial performance * Support the development of annual budgets, forecasts, and long-range financial plans * Partner with department leaders to ensure alignment with business objectives * Maintain accuracy, consistency, and accountability across financial models and forecasts * Collaborate with sales, operations, and leadership teams to support revenue growth and cost optimization initiatives * Perform scenario analysis and sensitivity testing to evaluate business decisions and market conditions * Use forecasting models to project performance and identify improvement opportunities What's in it for you: * $65,000-$78,000 base salary plus performance-based bonus * $5,000 sign-on bonus * Work alongside an industry-leading Finance and FP&A team * Comprehensive benefits package, including: * Health, dental, and vision coverage * 401(k) with company match * Tuition reimbursement * Employee discounts and additional perks * Certified Great Place to Work with 800+ lifetime workplace awards * Stability, growth, and long-term career development at a rapidly growing company Where you'll be: 4289 Ivy Pointe Blvd, Cincinnati, OH 45245 Employment visa sponsorship is unavailable for this position. Applicants requiring employment visa sponsorship now or in the future (e.g., F-1 STEM OPT, H-1B, TN, J1 etc.) will not be considered. About Us Total Quality Logistics (TQL) is one of the largest freight brokerage firms in the nation. TQL connects customers with truckload freight that needs to be moved with quality carriers who have the capacity to move it. As a company that operates 24/7/365, TQL manages work-life balance with sales support teams that assist with accounting, and after hours calls and specific needs. At TQL, the opportunities are endless which means that there is room for career advancement and the ability to write your own paycheck. What's your worth? Our open and transparent communication from management creates a successful work environment and custom career path for our employees. TQL is an industry-leader in the logistics industry with unlimited potential. Be a part of something big. Total Quality Logistics is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, genetic information, disability or protected veteran status. If you are unable to apply online due to a disability, contact recruiting at ****************** *

Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************** **:** 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 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Medpace is seeking experienced finance or accounting professionals to join the Account Management department. These individuals will partner with clients and Medpace internal staff to develop project financial budgets and new business proposals. Account analysts will work directly with clients to partner in strategic budget development to meet both their needs and those of Medpace. If you are ready to make a difference, you must be able to accomplish these tasks: Responsibilities * Development of fee estimates for requests for proposals (RFPs), budget revisions, and contract amendments; * Provides financial input for response to requests for information (RFIs), and ensures coordination of all information with other relevant Medpace personnel as required; * Responsible for assuring that bid meets customer's expectations and specific requirements; * Have thorough knowledge of Medpace bid process; * Review proposal text assumptions to ensure the fee estimate and proposal text assumptions are consistent; * Communicates with Medpace customers regarding ongoing projects to ensure customer's expectations are being met; * Maintain and track ongoing performance of project against budget and notify internal and external clients when potential issues or changes are noted; * Review invoices and other financial reports prior to Sponsors receipt; * Generate and initiate processing of new contracts and monitor/report on changes in scope, milestone invoicing and/or contract modification to all ongoing contracts in coordination with other employees; * Maintain and modify company bid preparation template and boilerplate text to meet changing client needs or specific requirements; * May be responsible for other projects and responsibilities as assigned. Qualifications * Bachelor's Degree in Finance, Accounting, or Business; * 0-4 years of experience in the conduct of clinical research and/or contract management/pricing; * Strong working knowledge of financial and accounting processes; * Basic knowledge of medical terminology and a working knowledge of drug development services desired; * Excellent analytical, written and oral communication skills; and * Excellent computer skills, especially a strong knowledge of Microsoft Excel. Medpace Overview Medpace is a full-service clinical contract research organization (CRO). We provide Phase I-IV clinical development services to the biotechnology, pharmaceutical and medical device industries. Our mission is to accelerate the global development of safe and effective medical therapeutics through its scientific and disciplined approach. We leverage local regulatory and therapeutic expertise across all major areas including oncology, cardiology, metabolic disease, endocrinology, central nervous system, anti-viral and anti-infective. Headquartered in Cincinnati, Ohio, employing more than 5,000 people across 40+ countries. Why Medpace? People. Purpose. Passion. Make a Difference Tomorrow. Join Us Today. The work we've done over the past 30+ years has positively impacted the lives of countless patients and families who face hundreds of diseases across all key therapeutic areas. The work we do today will improve the lives of people living with illness and disease in the future. Cincinnati Perks * Cincinnati Campus Overview * Flexible work environment * Competitive PTO packages, starting at 20+ days * Competitive compensation and benefits package * Company-sponsored employee appreciation events * Employee health and wellness initiatives * Community involvement with local nonprofit organizations * Discounts on local sports games, fitness gyms and attractions * Modern, ecofriendly campus with an on-site fitness center * Structured career paths with opportunities for professional growth * Discounted tuition for UC online programs Awards * Named a Top Workplace in 2024 by The Cincinnati Enquirer * Recognized by Forbes as one of America's Most Successful Midsize Companies in 2021, 2022, 2023 and 2024 * Continually recognized with CRO Leadership Awards from Life Science Leader magazine based on expertise, quality, capabilities, reliability, and compatibility What to Expect Next A Medpace team member will review your qualifications and, if interested, you will be contacted with details for next steps.

Company DescriptionJobs for Humanity is partnering with FIS to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located. Company Name: FIS Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Master of Business Administration Travel Percentage : 5 - 10% Every day, our teams innovate across the world of finance. We collaborate to work smarter, while making a difference. We believe in diversity and inclusivity, giving a voice to everyone on the team. And we celebrate our success together. If you want to make an impact in fintech, we'd like to know: Are you FIS? About the role: As a Financial Analyst, you'll have your finger on the financial pulse of the entire organization. Working with a diverse team, you'll be responsible develop, interpret, and implement financial concepts for financial planning and control. What you will be doing: Perform financial analysis to determine present and future financial performance. Gather, analyze, prepare and summarize recommendations for financial plans, acquisition activity, trended future requirements and operating forecasts. Partner with Line of Business to discuss and establish timelines and methodologies for completing budgets. Track revenue and expenses on a monthly basis, comparing actual to forecasted figures and make necessary adjustments. Perform economic research and studies in areas of rates of return, depreciations, working capital requirements, investment opportunities, investment performance and impact of governmental requirements. Prepare reports for management summarizing results of research, analyses and evaluation of any discrepancies. Research and compile data to forecast and prepare annual and monthly budget projections for a division or similar group of organizations. What you will need: Bachelor's degree is required, Finance or Accounting highly preferred Minimum 5 years of Corporate Finance experience Good understanding of generally accepted accounting principles as well as company accounting policies, procedures and standards Ability to analyze and solve problems using learned techniques and tools Analytical and statistical examination skills Demonstrated ability to plan and accomplish work to ensure critical deadlines are met What we offer you: A career at FIS is more than just a job. It's the change to shape the future of fintech. At FIS, we offer you: A voice in the future of fintech Always-on learning and development Collaborative work environment Opportunities to give back Competitive salary and benefits #LI-CH1 . Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass

Whether you want to work at one of our facilities as the site leader's right hand helping to make business decisions or at headquarters on a larger finance team, we have an opportunity for you. You'll get to work with budgets of various sizes and complexities, while collaborating with others. Our finance and accounting teams span the globe, providing unmatched learning, development, and career growth opportunities. Drive optimal performance ( cost, fulfillment, quality, cash) and profitability through the Supply Chain and Project execution. Interprets simple internal and external business challenges and recommends best practices to improve products, processes or services. Stays informed of industry trends that may influence work. **Job Description** **Roles and Responsibilities** + Management of a team responsible for activities that coordinate process and operations across the global supply chain network. + Requires specialized depth and/or breadth of expertise within their discipline. May require strong commercial awareness, and is expected to influence the development of strategy within own area, including control of resources and influences policy formulation. + May lead functional teams or projects with minimal resource requirements, risk, and/or complexity. Communicates difficult concepts and may influence others' options on particular topics. May guide others to consider a different point of view. + Impacts the team's ability to achieve service, quality and timeliness of objectives. Work is subject to functional policy objectives. Regularly advises management in the function and/or in the business. Has a supportive role in decision making about important subjects. High levels of evaluative judgment are required to achieve outcomes required. + Uses high level of judgment to make decisions and handle complex tasks or problems that impact the function. Has ability to assess quality of information given and ask pertinent questions to stakeholders. Able to offer new solutions to problems outside of set parameters and is able to construct and provide recommendations. Uses multiple internal and some external sources outside of own function to help arrive at a decision. **Required Qualifications** + Bachelor's Degree accredited college or university + Minimum of 5 years of finance/accounting experience **Desired Characteristics** + Strong oral and written communication skills. + Strong interpersonal and leadership skills. + Demonstrated ability to analyze and resolve problems. + Demonstrated ability to lead programs / projects. + Ability to document, plan, market, and execute programs. + Established project management skills. **Additional Information** GE Aerospace offers a great work environment, professional development, challenging careers, and competitive compensation. GE Aerospace is an Equal Opportunity Employer (****************************************************************************************** . Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. GE Aerospace will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable). **Relocation Assistance Provided:** No GE Aerospace is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.

Locations: This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law. Federal Employee Program - FEP, is a proud member of the Elevance Health, Inc. family of companies, it is a powerful combination, and the foundation upon which we are creating greater access to care for our members, greater value for our customers, and greater health for our communities. Join us and together we will drive the future of health care. The Financial Accounting Analyst is responsible for supporting all month-end close functions, including adjusting journal entries, analysis, financial reporting as well as providing project leadership. How you will make an impact: * Prepares and reviews intricate financial presentations and account reconciliations, handling journal entries for month-end closure. * Addresses complex accounting challenges related to workflow, devising and implementing solutions to enhance efficiency. * Manages cash draws daily and coordinates comprehensive projects while leading processes. * Verifies the accuracy of monthly outcomes by conducting detailed analyses and prepares internal and external financial reports for monthly, quarterly, and annual review. Minimum Requirements: * Requires BA/BS in Accounting or Finance and a minimum of 3 years accounting experience; or any combination of education and experience, which would provide an equivalent background. Preferred Skills, Capabilities and Experiences: * Previous work experience with month-end close processes, account reconciliation and financial trend analysis preferred. * Ability to manage multiple workloads and balance the unique needs of the FEP Accounting team. * CPA, CMA, or MBA preferred. If this job is assigned to any Government Business Division entity, the applicant and incumbent fall under a 'sensitive position' work designation and may be subject to additional requirements beyond those associates outside Government Business Divisions. Requirements include but are not limited to more stringent and frequent background checks and/or government clearances, segregation of duties principles, role specific training, monitoring of daily job functions, and sensitive data handling instructions. Associates in these jobs must follow the specific policies, procedures, guidelines, etc. as stated by the Government Business Division in which they are employed. Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health. Who We Are Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. How We Work At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business. We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process. The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws. Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact ******************************************** for assistance. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.