Finance consultant jobs in Iowa - 458 jobs

BHE Renewables delivers sustainable energy solutions for customers and communities. We own, operate and develop wind, solar, geothermal, hydroelectric and natural gas projects in 11 U.S. states. The power generated is sold into energy markets or directly to customers through long-term purchase agreements. Headquartered in Des Moines, Iowa, BHE Renewables is an innovative and growing company with new offices in Phoenix and San Diego. Our 50/50 joint venture with Occidental Petroleum has led to a demonstration project showing how TerraLithium technology is used to extract lithium from the brine presently flowing through our geothermal plants in Imperial Valley, CA. Joy is Renewable! It's not just a catchphrase; it describes our approach to people. Our teams are often found connecting, giving back and having fun doing it. We celebrate the unique backgrounds, talents and life experiences each person brings, making us stronger together. The BHE Renewables CARES program supports employee volunteerism and investments in our communities. BHE Renewables is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion or religious creed, age, national origin, ancestry, citizenship status (except as required by law), gender (including gender identity and expression), sex (including pregnancy), sexual orientation, genetic information, physical or mental disability, medical condition, veteran or military status, familial or parental status, marital status or any other category protected by applicable local, state or U.S. federal law. Employees must be able to perform the essential functions of the position, with or without an accommodation. BHE Renewables has an exciting career opportunity available. Take the next step in your career and apply now! Bachelor's degree in accounting, finance, or a related field.Requires a minimum of 6 years of related progressive work experienceincluding investment modeling and analysis experience and adequate knowledge of partnership tax rules.4 years of Tax Equity Modeling, including hypothetical liquidation at book value (HLBV) Certification such as CPA or CFA or advanced degree such as MBA beneficial.Extensive knowledge of tax equity modeling and analysis, including return on investment, forecasting, buy-out and HLBV calculations as well as knowledge of federal partnership tax rules and the renewable energy industry.Advanced accounting and financial modeling skills with the ability to develop and interpret full financial statements, understand financial impacts of changes on cash flows and financial ratios, apply accounting principles to the preparation and analysis of financial statements and reports.Ability to direct and coordinate the development of complex financial models including those technically based.Advanced research and analytical skills and can read, interpret and understand contracts and other legal documents.Advanced software skills in Microsoft Excel, Word and PowerPoint and ability to utilize advanced modeling techniques in order to automate model functionality.Effective analytical, problem-solving and decision-making skills to effectively monitor developments in forecasted and actual data, including recognizing patterns and/or outliers in data and events which may influence forecast results or assumptions; the ability to draw logical conclusions and make recommendations for action.Flexible and able to professionally meet and interact with others demonstrating effective oral and written communication skills. Ability to prioritize and handle multiple tasks and projects concurrently. * Perform extensive financial modeling for tax equity investments, including the establishment and maintenance of complex tax equity models and the coordination of inputs and review from various stakeholders * Identify and analyze portfolio optimization strategies, including restructures, value of amendments, acquisition and conversion to full ownership or divestiture of existing investment * Assess, assemble, summarize and present investment performance, risks, opportunities and recommendations to senior leadership * Assist with due diligence and technical reviews * Interact with internal and external stakeholders directly as a company representative regarding financial analysis and recommendations * Provide technical financial expertise and recommendations, including the review and structuring of acquisitions, dispositions, restructures and consent requests * Perform any additional responsibilities as requests or assigned

Part-Time Financial Services Internship with Career Growth Potential Are you looking to gain valuable experience in the financial industry while pursuing other interests? Our part-time internship offers a flexible opportunity to develop your skills, gain hands-on experience, and set yourself up for a full-time career in financial services. What You'll Gain: Practical experience in client engagement, financial planning, and market research. Training and mentorship from experienced professionals in the field. Exposure to a variety of financial services and strategies. The potential to transition into a full-time role as you progress in your training. What We're Looking For: Self-motivated, goal-oriented individuals with a desire to learn and grow. Strong communication skills and the ability to build relationships. A proactive attitude and willingness to take on new challenges. An interest in helping others achieve financial security. Why This Internship is Ideal: Flexible, part-time schedule to accommodate your other commitments. Direct exposure to real-world financial services work. Mentorship and professional development opportunities. A clear pathway to a full-time career as you gain experience and skills. This part-time internship is a perfect way to explore a rewarding career in the financial industry while balancing other priorities. Apply now and start building your future! Location: Flexible options, including in-office and hybrid roles Duration: Part-time with potential for full-time advancement.

The Lead Renewables Investment Analyst executes and assists with the financial analysis activities of managing BHE Renewables' tax equity portfolio. These activities are primarily focused on identifying and analyzing opportunities to maximize the portfolio's performance and long-term value to our company, such as acquisitions, dispositions or restructures. This position will support, execute and have opportunities to lead various structuring, analysis, diligence and other transaction activities related to our tax equity investments. Additionally, the role will be responsible for the maintenance, improvement and implementation of our tax equity financial models that support our planning, reporting and asset management groups. Bachelor's degree in accounting, finance, or a related field.Requires a minimum of 6 years of related progressive work experienceincluding investment modeling and analysis experience and adequate knowledge of partnership tax rules.4 years of Tax Equity Modeling, including hypothetical liquidation at book value (HLBV) Certification such as CPA or CFA or advanced degree such as MBA beneficial.Extensive knowledge of tax equity modeling and analysis, including return on investment, forecasting, buy-out and HLBV calculations as well as knowledge of federal partnership tax rules and the renewable energy industry.Advanced accounting and financial modeling skills with the ability to develop and interpret full financial statements, understand financial impacts of changes on cash flows and financial ratios, apply accounting principles to the preparation and analysis of financial statements and reports.Ability to direct and coordinate the development of complex financial models including those technically based.Advanced research and analytical skills and can read, interpret and understand contracts and other legal documents.Advanced software skills in Microsoft Excel, Word and PowerPoint and ability to utilize advanced modeling techniques in order to automate model functionality.Effective analytical, problem-solving and decision-making skills to effectively monitor developments in forecasted and actual data, including recognizing patterns and/or outliers in data and events which may influence forecast results or assumptions; the ability to draw logical conclusions and make recommendations for action.Flexible and able to professionally meet and interact with others demonstrating effective oral and written communication skills. Ability to prioritize and handle multiple tasks and projects concurrently. Perform extensive financial modeling for tax equity investments, including the establishment and maintenance of complex tax equity models and the coordination of inputs and review from various stakeholders Identify and analyze portfolio optimization strategies, including restructures, value of amendments, acquisition and conversion to full ownership or divestiture of existing investment Assess, assemble, summarize and present investment performance, risks, opportunities and recommendations to senior leadership Assist with due diligence and technical reviews Interact with internal and external stakeholders directly as a company representative regarding financial analysis and recommendations Provide technical financial expertise and recommendations, including the review and structuring of acquisitions, dispositions, restructures and consent requests Perform any additional responsibilities as requests or assigned

The Lead Renewables Investment Analyst executes and assists with the financial analysis activities of managing BHE Renewables' tax equity portfolio. These activities are primarily focused on identifying and analyzing opportunities to maximize the portfolio's performance and long-term value to our company, such as acquisitions, dispositions or restructures. This position will support, execute and have opportunities to lead various structuring, analysis, diligence and other transaction activities related to our tax equity investments. Additionally, the role will be responsible for the maintenance, improvement and implementation of our tax equity financial models that support our planning, reporting and asset management groups. Bachelor's degree in accounting, finance, or a related field.Requires a minimum of 6 years of related progressive work experienceincluding investment modeling and analysis experience and adequate knowledge of partnership tax rules.4 years of Tax Equity Modeling, including hypothetical liquidation at book value (HLBV) Certification such as CPA or CFA or advanced degree such as MBA beneficial.Extensive knowledge of tax equity modeling and analysis, including return on investment, forecasting, buy-out and HLBV calculations as well as knowledge of federal partnership tax rules and the renewable energy industry.Advanced accounting and financial modeling skills with the ability to develop and interpret full financial statements, understand financial impacts of changes on cash flows and financial ratios, apply accounting principles to the preparation and analysis of financial statements and reports.Ability to direct and coordinate the development of complex financial models including those technically based.Advanced research and analytical skills and can read, interpret and understand contracts and other legal documents.Advanced software skills in Microsoft Excel, Word and PowerPoint and ability to utilize advanced modeling techniques in order to automate model functionality.Effective analytical, problem-solving and decision-making skills to effectively monitor developments in forecasted and actual data, including recognizing patterns and/or outliers in data and events which may influence forecast results or assumptions; the ability to draw logical conclusions and make recommendations for action.Flexible and able to professionally meet and interact with others demonstrating effective oral and written communication skills. Ability to prioritize and handle multiple tasks and projects concurrently. Perform extensive financial modeling for tax equity investments, including the establishment and maintenance of complex tax equity models and the coordination of inputs and review from various stakeholders Identify and analyze portfolio optimization strategies, including restructures, value of amendments, acquisition and conversion to full ownership or divestiture of existing investment Assess, assemble, summarize and present investment performance, risks, opportunities and recommendations to senior leadership Assist with due diligence and technical reviews Interact with internal and external stakeholders directly as a company representative regarding financial analysis and recommendations Provide technical financial expertise and recommendations, including the review and structuring of acquisitions, dispositions, restructures and consent requests Perform any additional responsibilities as requests or assigned

Job Description Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected. Our Cedar Rapids, IA office is seeking an Associate Advisor to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners. In this role, you will become familiar with multiple aspects of the wealth management practice, including operations, investment management, case development, the client service model, and new business acquisition. Primary Responsibilities: Serve on the client service team to assist in managing client relationships. Involvement in client and prospect meetings as well as networking opportunities. Develop competency with our eMoney financial planning software to assist in developing financial plans. Responsible for preparing investment (portfolio) analysis and financial-related projects as needed. Develop competency in our CRM, manage workflows and related documentation requirements. Facilitate best practices and assist in monitoring and satisfying compliance requirements. Basic Qualifications: Undergraduate Degree, preferably in a business-related field Minimum of 2 years in the Wealth Management/Financial Services industry Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems Excellent verbal and written communication skills for working with prospects, clients, and team members Ability to work efficiently, effectively, and independently to see projects through to conclusion Excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments Basic knowledge of income taxes and effects of portfolio transactions on income taxes Ability to register as an Investment Adviser Representative-active series 65 registration-or willing to obtain within 90 days of employment Employee Benefits At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer: Competitive salary and bonus plan Competitive medical, dental, and vision plans Basic life and disability coverage 401(k) matching program Financial support for approved designations and courses Technical, leadership, sales training opportunities Unlimited, discretionary time off Paid parental leave Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.

We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. The Career COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they: * Diversify their income through multiple product lines beyond financial services. * Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services. * Educate clients and prospects about our products and services. * Collaborate with COUNTRY Financial Insurance Agents to secure business. * Establish an office and build a staff. * Conduct financial solution seminars. * Have the flexibility to manage their schedules to balance their careers and personal interests. We Offer Our financial advisors have uncapped earning potential and: * Opportunities to earn performance-based global trips and financial rewards. * Access to continued learning and marketing resources. * Corporate office support. * Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity. * There is no buy-in required. Qualifications Successful COUNTRY Trust Bank Financial Advisors are: * Entrepreneurial and self-motivated. * Goal-driven with track records of business growth in the insurance and or financial services industry. * Strong communicators with excellent business acumen. * Committed to building and maintaining solid connections between their efforts and their rewards. * Focused on achieving professional success through securing clients' trust. * Passionate about making positive impacts in their communities. Required Qualifications * Series 6/63 licenses * Passed SIE * Life/Health State Insurance License* * Property/Casualty State Insurance License* Preferred Experience * Accredited Asset Management Specialist (AAMS) * Chartered Financial Analyst (CFA) * Certified Public Accountant (CPA) * Certified Financial Planner (CFP) * Chartered Financial Consultant (ChFC) * Bachelor's Degree * 2+ years of experience in the insurance and or financial services industry * 5+ years of business ownership or managerial experience About Us COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing. Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. * These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.

**_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions. **_Job Summary_** + Reports to Manager, Financial Planning and Analysis, Pharma Segment with high visibility and engagement with the Segment FP&A and Pharma Finance teams + Works closely with Pharma Leadership team and Cost Center owners across the Pharma segment + Provides financial support for the reporting of USPD Commercial and Pharma Functional SG&A and Capital reporting including the development of new business cases to support strategic investments and business initiatives + Provide financial support for Retail Independent and National Accounts sales teams for the Pharma segment **_Responsibilities_** + Supports key planning and reporting processes (Monthly results reviews, Forecasts, Strategic Financial Plan, Budget, Earnings) + Develops and supports real time updates on performance, implications, and recommended actions, including build out a maintenance of the SG&A Dashboard and regular communication with key stakeholders + Supports the preparation of materials for the CEO, CFO and Board of Directors, including providing financial analysis and commentary + Employs a process improvement mindset to deliver efficiencies across work areas + Serves as an objective financial steward with an enterprise perspective, safeguarding our company's assets. Ensures strong controls are in place and the company's intellectual property is protected. **_Qualifications_** + 5+ years' experience in a finance function preferred + 2+ years in FP&A roles preferred, preferably in a large complex organization preferred + Bachelor's degree preferred, MBA strongly preferred + Healthcare industry experience preferred + Highly proficient in Microsoft Excel and PowerPoint preferred **Anticipated salary range:** $80,900 - $115,500 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 1/21/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: The Financial Advisor is accountable to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning. Openings in multiple locations across the FNBO Footprint. *** Omaha, Nebraska Fort Collins, Colorado DeKalb, Illinois Sugar Grove, Illinois Council Bluffs, Iowa Plano, Texas About This Role: Business Development: Implement sales strategies and action plans to build networks and third-party referrals, growing relationships with new and existing customers. Client Relationship Management: Serve as a trusted advisor, offering personalized investment guidance and comprehensive financial planning solutions. Meet regularly with clients to assess needs, goals, and risk tolerance. Holistic Wealth Management: Deliver solutions across savings, investments, planning, and insurance to support clients' wealth preservation and long-term goals. Solution Identification: Recognize and transform client needs into relevant product and service offerings, expanding client relationships. Analytical Problem Solving: Apply technical knowledge and sound judgment to provide innovative solutions for clients' needs. Team Collaboration: Work closely with Financial Advisor Associates to optimize client experiences and resource efficiency. Community Engagement: Actively participate in local civic organizations, fostering connections within the community. Compliance & Ethics: Uphold bank policies, laws, and FINRA/SEC regulations, ensuring compliance with the bank's BSA/AML Program as it applies to all job responsibilities. The Ideal Candidate for This Role: Required Qualifications: Bachelor's degree in Business Administration or related field or equivalent experience. 3 years of experience in the investment or financial services industry. FINRA Series 7 and 66 (or Series 63 & 65) registrations. State Life, Accident & Health and Variable Contract insurance licenses. Previous successful business development activities and effective relationship management experience. Proven sales skills, preferably in the investment industry. Ability to provide basic investment advice and guidance to customers adhering to all fiduciary standards. Ability to work collaboratively and cohesively within a team environment. Strong knowledge of the finance industry and the local, state, national and global economy. Ability to listen attentively to customer's needs to best deliver a comprehensive solution for the customer. Ability to communicate confidently with customers and prospects demonstrating poise while speaking. Exceptional verbal and written communication including presentations and recommendations. Understands and contributes to intended customer experience of helpful, easy and personal. Flexibility of schedule to accommodate client meetings occurring prior to or after normal business hours. Candidates must possess unrestricted work authorization and not require future sponsorship. Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. Compensation and Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about FNBO benefits here: *************************************** To obtain compensation and benefit information related to this specific role, e-mail FNBO at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20250197 Equal Opportunity & Belonging: FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.

Job Description 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 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

Must have excellent communication skills and 10+ years' experience Different roles available: Qualifications Senior Business Analysts with much business process flow experience (5-6) - can lead discussions and capture business process flows easily and on the spot in meetings sometimes. Six Sigma knowledge/experience a plus. Black belt / green belt not necessary. Location: Des Moines preferably Senior Business Systems Analyst - experience in Wealth Management, Brokerage Operations, Trading(2-3) Location: Des Moines preferably Senior Business Systems Analysts with Data Experience (1-2) 1 - highly experienced in data analysis /data queries / business information - mutual funds understanding/experience highly preferred. Location: not specific at this time* 1 - Enterprise data hub - might be still looking for this second spot. Location: El Segundo a must Senior Business Systems Analyst - Salesforce experience (1-tentative need) Location: not specific at this time* Additional Information All your information will be kept confidential according to EEO guidelines. Contract 6 - 18 Months Rate $50/hr El Segundo, CA or Des Moines, Iowa-Candidate must be a Green Card Holder or US Citizen and be able to interview in-person locally.

JobID: 210647835 JobSchedule: Full time JobShift: : At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities * Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity * Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity * Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments * Provide a holistic view of clients' needs and financial coaching beyond investments * Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills * At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners * Demonstrated ability and commitment to goals-based planning and advice * A valid and active Series 7 * A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment * A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills * Certified Financial Planning (CFP) certification is preferred * Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

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 Duties and Responsibilities: Aid customers in financial investment and asset management. Handles the insurance related issues of the clients to assist them in making comprehensive plans in future investments. Meet with clients to understand their future investment plans and document them. Develop personal relationships with clients. Grow the market share of Lincoln Savings Bank (LSB) by proactively identifying, acquiring and developing a book of business, by expanding current relationships and proactively prospecting/calling on new potential clients. Discuss potential opportunities and risks related to a particular investment with clients. Recommends strategies that the clients can use in achieving their financial goals and objectives. Regularly review the plans of the clients to track changes in their financial status, or economic changes to indicate the necessity of making a change in the plan. Answer all investment related plans of the clients verbally and provide them with written documents for future reference. This role may require company travel and you will need to have a valid drivers license for all business travel for Lincoln Savings Bank. Necessary Skills and Attributes: Bachelor's degree in Accounting, Finance, Business Administration or related field Certified Financial Planner, Chartered Financial consultant (ChFC) or Chartered Financial Analyst (CFA) preferred Strong customer service and communication (written and verbal) skills Ability to listen, understand and give advice Ability to work individually and with a team Series 7, 63, 65/66 or ability to get them within first 90 days Life & Health Insurance license or ability to get it within first 90 days Equal Opportunity Employer, including Veterans and Individuals with Disabilities.

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

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

Job Duties and Responsibilities: Aid customers in financial investment and asset management. Handles the insurance related issues of the clients to assist them in making comprehensive plans in future investments. Meet with clients to understand their future investment plans and document them. Develop personal relationships with clients. Grow the market share of Lincoln Savings Bank (LSB) by proactively identifying, acquiring and developing a book of business, by expanding current relationships and proactively prospecting/calling on new potential clients. Discuss potential opportunities and risks related to a particular investment with clients. Recommends strategies that the clients can use in achieving their financial goals and objectives. Regularly review the plans of the clients to track changes in their financial status, or economic changes to indicate the necessity of making a change in the plan. Answer all investment related plans of the clients verbally and provide them with written documents for future reference. This role may require company travel and you will need to have a valid drivers license for all business travel for Lincoln Savings Bank. Necessary Skills and Attributes: Bachelor's degree in Accounting, Finance, Business Administration or related field Certified Financial Planner, Chartered Financial consultant (ChFC) or Chartered Financial Analyst (CFA) preferred Strong customer service and communication (written and verbal) skills Ability to listen, understand and give advice Ability to work individually and with a team Series 7, 63, 65/66 or ability to get them within first 90 days Life & Health Insurance license or ability to get it within first 90 days Equal Opportunity Employer, including Veterans and Individuals with Disabilities.

We are seeking a local professional to join our team as an additional Financial Advisor. Job Responsibilities: Serve Your Clients: 1. Cultivate strong relationships with members by consistently using the prescribed sales process. 2. Cultivate strong working relationships and trust among credit union staff by conducting regular staff training, attendance/participation at credit union staff meetings and functions and sending referrals back to the Credit Union. 3. Meet or exceed credit union cross-selling goals as established in the credit union commitment letter. 4. Present a professional image in all interactions both personally and professionally. Run Your Office: 5. Consistently and effectively utilize all tools, technology, and resources as prescribed by our Brokerage Services, Inc., and the Credit Union. 6. Adhere to all FINRA and insurance rules and regulations, as well as to all company policies. 7. Follow established policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to customers which in the same circumstance we would demand for ourselves. Grow Your Business: 8. Meet or exceed individual production goals - with an appropriate product mix. 9. Continually strive to grow business via Lobby Days, seminars and workshops, execution on system of referrals, segmentation of book of business, etc. 10. In collaboration with the Credit Union, create and execute on an annual Marketing Plan. Other: 11. Attend and participate in our meetings, virtual and face to face, as scheduled. 12. Other duties as assigned. Job Requirements: 1. Bachelor's degree in Business, Finance, Insurance or equivalent trade-off in professional work experience. 2. Minimum of three (3) years of successful financial services sales experience with verifiable commission history of at least 3. Demonstrated ability to effectively build business relationships with diverse clients. 4. Demonstrated ability to translate complex information, create and deliver an effective message scaled to the appropriate audience. 5. Life/Health License(s) 6. Series 7, 63/65 and/or 66 Licenses. 7. LUTCF, CLU, ChFC or CFP designation preferred. CANDIDATE DETAILS 5+ to 7 years experience Minimum Education - Bachelor's Degree SKILLS AND CERTIFICATIONS Must have Series 7 Must have previous production background Selling Securities Selling Insurance F2F client meetings banking channel experience IDEAL CANDIDATE Team player who is motivated to work with two other Advisors within this setting. We have an FA going on maternity leave, so we can use the additional support covering a current book of business and expect some will be given to the incoming candidate. IDEAL CANDIDATE SHOULD HAVE WORKED FOR THE FOLLOWING COMPANY(IES): Open to bakcground and companies. Banking background could be helpful. WHY WE'RE A GREAT COMPANY Great benefits, great support, admin support, support of the market their members, great client base, and solid track of production success by all previous advisors. Additional Information All your information will be kept confidential according to EEO guidelines. Direct Staffing Inc

Application Deadline: Open until filled While local candidates are preferred, remote candidates may be considered for this volunteer position. Purpose A financial advisor promotes chapter financial wellness by ensuring executive council officers understand and maintain sound financial management practices and assigned Financial department officers uphold their responsibilities and achieve their goals. She uses her experience, leadership and coaching skills to help collegiate officers in the Financial department develop as sisters and leaders. Responsibilities Mentor and coach Financial department officers by leading educational conversations that prepare them to embrace the roles and responsibilities of leadership and develop Gamma Phi Beta's member competencies. Encourage and reinforce chapter, Financial department and officer success on a consistent basis by reading monthly officer reports and following up to determine best solutions and praise accomplishments. Advise the financial vice president(FVP) and the chapter on the annual creation of the chapter budget. Ensure the budget is entered into OmegaFi and submitted to Beta Base before the end of the academic year. Ensure no member has a past due balance by reviewing the OmegaFi Outstanding Balances Report on a monthly basis. Follow up with the FVP to hold members accountable to their financial commitment to the Sorority. Review the OmegaFi Budget Variance Report monthly, follow-up with officers on budgetary spending concerns and monitor prepaid card transactions monthly to ensure appropriate spending by officers and coding by the FVP. Promote sound financial management practices by holding the chapter accountable to filing their IRS 990 or an extension by the deadline, creating and maintaining a chapter savings account, addressing old debt and adhering to all International Gamma Phi Beta Policies and Procedures. Meet regularly with the FVP to build a relationship, establish expectations, review progress on goals and hold her accountable to her responsibilities, and also serve as a resource to the FVP and Financial department officers through ongoing communication. Contribute to and foster open communication throughout the chapter, facilitate conflict resolution and coach collegiate members to do the same. Hold the FVP and her department accountable to setting and working toward goals that promote improved chapter operations or culture and completing the Financial department expectations as outlined in Order of the Crescent. Complete ongoing training and development, review the Financial department officer and advisor resources and attend Financial department officer and advisor training. Represent the financial interests of the chapter by serving as an active member of the chapter's advisory board and ex-officio member of the affiliated house corporation (AHC). Collaborate with assigned finance supervisor to ensure healthy chapter financial operations and address finance-specific challenges as they arise. Expectations This role requires five to 15 hours per week on average. Travel: Volunteers in this role will be expected to travel up to two days per year. Learn and utilize Beta Base (chapter reporting system) and OmegaFi (financial management platform) for assigned chapter. Complete all Fidelity volunteer online lessons and OmegaFi training. Conduct training conversations with chapter advisor and finance supervisor within six weeks of appointment. Attend all advisory board meetings, retreats and calls. Attend financial department meetings, and, as requested by the chapter advisor, chapter business meetings, executive council meetings, executive council hearings, AHC meetings, nominating committee meetings and chapter officer retreats. Respond to all communication within 48 hours. Be in good standing by paying international alumnae dues or being a Life Loyal member. Preferred Competencies and Experiences Self-awareness of strengths, challenges and motivation for volunteering Effective, clear and timely written and verbal communication Desire to mentor and coach collegiate women Knowledge of financial best practices Knowledge of Gamma Phi Beta policies, procedures and plans Ability to lead educational conversations with collegians that promote competency development in Gamma Phi Beta's member competencies

Location: 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. Alternate locations may be considered if candidates reside within a commuting distance from an office. 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. The Financial Accounting Database Analyst, Senior is responsible for providing technical database analysis leadership. Sets strategic direction of projects related to medium to high complexity databases and/or related analysis and reporting. How You Will Make an Impact Primary duties may include, but are not limited to: * Manages database processes, related analysis and reporting. * Reviews and approves changes to database coding. * Prepares and reviews monthly and quarterly financial reports and complex analysis related to these databases. * Designs research plans for data gathering and analysis; manages projects to deadlines. Initiates and resolves complex database issues requiring technical expertise. * Analyzes, reports, and develops recommendations on data related to complex and varied business metrics. * Develops appropriate diagnostic analysis and reporting and/or tracking data that will translate business requirements into usable decision support tools. * Leads a team of associates, mentors, trains, and coaches lower level analysts. Minimum Requirements: Requires a BA/BS in Accounting, Finance, or related field and a minimum of 5 years experience in database administration (Access, Teradata, SQL server), general accounting, finance or budgeting and planning in a large for profit organization; or any combination of education and experience, which would provide an equivalent background. For candidates working in person or virtually in the below location(s), the salary* range for this specific position is $76,960 to $138,528. Locations: California; Columbus, OH; District of Columbia (Washington, DC); Illinois; Maryland; Massachusetts; Minnesota; New Jersey; New York In addition to your salary, Elevance Health offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). The salary offered for this specific position is based on a number of legitimate, non-discriminatory factors set by the Company. The Company is fully committed to ensuring equal pay opportunities for equal work regardless of gender, race, or any other category protected by federal, state, and local pay equity laws. * The salary range is the range Elevance Health in good faith believes is the range of possible compensation for this role at the time of this posting. This range may be modified in the future and actual compensation may vary from posting based on geographic location, work experience, education and/or skill level. Even within the range, the actual compensation will vary depending on the above factors as well as market/business considerations. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Job Level: Non-Management Exempt Workshift: Job Family: AFA > Financial Reporting, Planning & Analysis 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.