Finance consultant jobs in Kentucky - 429 jobs

About the Role: Baird is seeking an Equity Research Analyst for our Baird Trust Investment Management team. This team runs two equity strategies - Large Cap Equity and Equity Income. Our Large Cap Equity investment strategy has a 30+ year track record and is the flagship equity offering of Baird Trust. The Baird Trust Investment Management team currently consists of three members (two Portfolio Managers and an Equity Research Analyst), providing opportunity for immediate impact on our tight-knit team. The Impact You'll Make: Fundamental Research: Conduct in-depth quantitative and qualitative investment research on U.S.-listed companies across all sectors from the perspective of a long-term business owner. This includes maintaining coverage of current holdings, sourcing new ideas, conducting company calls/channel checks, and distilling large volumes of information into concise, strategic recommendations. Collaboration & debate: Discuss and debate investment theses, position sizing, risk/return and portfolio fit with the team in daily/weekly huddles; update investment theses as facts change. Client Communication: Present research and portfolio updates in weekly investment meetings with client-facing Portfolio Managers. Strategic projects: Lead ad-hoc projects - e.g. evaluating new data sources or automating research workflows - to scale a fast-growing investment franchise. What You'll Bring to Baird: Bachelor's degree in finance, accounting, economics, engineering, math, physics, chemistry or another quantitative discipline. A minimum of 3 years of investment industry experience, with a preference for candidates with an equity research background. Progress toward CFA preferred. Demonstrated intellectual curiosity - wide-ranging reading of business and industry trends, academic research and thought leadership - and an ability to synthesize complex information into clear, actionable insights. Fluency in financial statement analysis. Strong initiative and work ethic, and an ability to work well both within a team and on a self-directed basis. Ability to thrive in a collaborative environment. Exceptional oral and written communications skills; ability to communicate with all levels of management; strong presentation skills. Adept with spreadsheets, databases, and word processing applications. #LI-TA1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Job Title: Financial Advisor FLSA Status: Exempt Department: Investment Services (Brokerage) Hours of Operation: Monday - Friday, 8:30am - 5:00pm Provide financial advice to clients to help them meet their financial goals according to their time frame, risk tolerance, and objectives. Organizational Duties and Responsibilities: Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures. Supports all functions that maintain compliance with regulatory agencies. Essential Duties and Responsibilities: Prospect and locate clients Set appointments Meet prospects to analyze their unique financial needs Prepare financial plans Recommend/sell specific, appropriate products Network with business partners to create opportunities Service current accounts Other duties as assigned Working Conditions: Office setting - Travel to branch offices required Minimum Job Requirements: Education: BA/BS Required Experience: 2 years of Brokerage experience and at least $200,000 in prior 12-month trail in commissions Specific Skills: Marketing and sales experience Natural interpersonal and communication skills Strong analytical abilities Self-confidence, persistence, and initiative Entrepreneurial perspective Licenses: Series 7, 66 or 63/65 combo and Insurance License Physical requirements: The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Primarily sedentary work performed in an office environment Ability to sit for extended periods of time while working at a computer Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment Ability to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person Visual acuity sufficient to read computer screens, printed documents, and financial data Occasional standing, walking, bending, or reaching Ability to lift and carry up to 10-15 pounds occasionally (e.g., files, office supplies)

Become Part of The Power to Dream Again! Sales Managers, Financial Advisors/Insurance Advisors needed today! If you want your piece of the American Dream, you have to take charge of your future. But you don't have to do it alone. We're here to show you how. Armed with the Power to Dream™ you're ready to begin exploring all life has to offer. This Financial Group! is giving them the Power to Dream again. Our firm does this by empowering families and individuals with the knowledge and tools they need to make informed decisions and smart choices. They can take control of their future and achieve dreams that once seemed impossible. With this innovative business model, people can take charge of their career and build their own business. This Group uses synergistic marketing to infuse and innovate its business model. The synergistic marketing approach combines distinct marketing elements, such as relationships, compensation, technology strategies and lead generation with the concepts of autonomy, innovation and independence to create dynamic results. Competitive compensation plus production overrides and renewals (potential to make $100,000 - $150,000+ plus commissions) Trips/Incentives Local office with administrative support staff Region with unlimited income capacity Significant marketing support The best senior market product portfolio in the industry Strong home office support A proven distribution model In-depth training Job Requirements: Must have 10+ years of experience in Sales and Sales Management Financial Planning with extensive training Platform Must have 4+ years of management experience Experience in recruiting, training, managing and motivating a high performance sales team Active Life /Health license for the state Bachelor's degree preferred Must reside in the Regions specified Good credit history Does this sound like your calling? Then let us show you how we can put your career in the hands of the best possible person - you…Apply Today! · 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 Title: Remote Certified Financial Planner (CFP) Hourly Pay: $40 - $55/hour We are seeking a highly qualified Certified Financial Planner (CFP) to join our work-from-home team. In this role, you will provide comprehensive financial planning services to clients, including retirement planning, tax optimization, estate planning, and investment advice. If you hold a CFP certification and have a passion for helping individuals achieve financial security, this is the perfect opportunity for you. Key Responsibilities: Provide comprehensive financial planning services, including retirement, tax, and estate planning Develop personalized financial strategies to help clients achieve their long-term financial goals Analyze clients' financial situations, including income, expenses, assets, and liabilities Advise clients on investments, insurance, and other financial products that align with their goals Stay current on financial regulations, investment products, and tax laws Monitor clients' financial plans and recommend adjustments as necessary Build and maintain strong relationships with clients, ensuring their financial needs are met Qualifications: Active Certified Financial Planner (CFP) designation Proven experience in financial planning or financial advisory roles Strong understanding of investment, estate, and tax planning strategies Excellent communication and client relationship management skills Ability to work independently in a remote environment while providing high-quality service Proficiency in financial planning software and tools Must have reliable internet and a quiet, dedicated workspace Perks & Benefits: 100% remote work flexibility Competitive hourly pay: $40 - $55 Paid professional development and certification maintenance support Flexible working hours with options for evenings and weekends Opportunities for career advancement within the financial planning industry A supportive and collaborative company culture

Job Description At Ashland Credit Union (ACU), we look for people who are ready to Own Their Journey! Whether you are just beginning your career or looking to achieve more along your professional journey, ACU is a great place to get you on the path that best serves you and our members. If you have a passion to serve, a desire to work in a fast-paced environment and are willing to bring enthusiasm to work with you each day, then you may just find that ACU is the right fit for you. Do you have a desire to reach higher and empower those around you? Then your journey brought you to the right place and we would like to meet you. Life is a journey…Own it! About Us: Ashland Credit Union is a non-profit and member-owned credit union that has been providing exceptional service to members for over 80 years. Continued growth and adaptability are what has allowed ACU to always be a trustworthy answer for staff and members along whatever journey in life they are on. At Ashland Credit Union, we embolden our members to achieve their financial goals. Along life's journey, it is our mission that staff, members, and the community we serve can count on ACU for guidance as they strive to achieve more in life. Position Summary: ACU has an exciting opportunity for a Financial Wellness Consultant to join our Member Experience Department in Ashland, KY. This position will assist Ashland Credit Union (ACU) in living out its mission of “embolden our members to reach higher, achieve more, and take control of their financial future.” A key component to this is providing outstanding service to both internal and external members. Job Responsibilities: 1. Utilize active listening skills to understand member needs as they relate to service-related transactions and new account transactions. 2. Create a great member experience and solidify ACU loyalty by effectively responding to member needs with both service and sales channels. This includes being proactive with members and offering solutions to members as they related to their relationship with ACU. 3. Manage risk scenarios by utilizing sound judgement, high ethics, and prudence built upon an extensive knowledge of ACU policies and procedures. 4. Be a brand ambassador in all interactions with members, employees, ACU board members, and volunteers. 5. Actively participate in all required compliance and behavioral skill training that equip one for excellent job performance 6. Utilize available resources such as outbound calls, financial wellness conversations, targeted outreach campaigns and center of influence activities to capitalize on each member interaction. 7. Other duties as requested by Senior Leadership or manager. Education & Experience Requirements: High School Diploma or Equivalent Retail Sales Experience Preferred Required Skills & Abilities: Excellent Verbal Communication Skills Problem Solving Skills Ability to work Monday thru Thursday 8am to 5pm EST, Friday 8am to 6pm, and occasional Saturdays 9am to 1pm Ashland Credit Union is committed to building a team that represents a variety of backgrounds, perspectives, and skills. We are committed to diversity and inclusion in the workplace and do not discriminate on the basis of race, sex, age, handicap, religion, natural origin or any other basis of protected class or where prohibited by law.

Join Our Dynamic Insurance Team as a Financial Security Planner - Shape Client Success & Business Growth! Are you ready to take your career to the next level and make a measurable impact in one of the most stable and rewarding industries? We are seeking a results-driven, relationship-focused professional to join our high-performing insurance and financial services team as a Financial Security Planner. In this role, you'll play a pivotal part in aligning client goals with tailored financial solutions that drive long-term success-for both our clients and our business. Now Hiring: Financial Security Planner Whether you're an experienced planner or looking to grow your career in a high-impact, client-facing role, we provide the tools, training, and support to help you thrive. What You'll Do: Develop and manage strategic account plans to support client goals and maximize business opportunities. Serve as a trusted advisor by understanding client needs and aligning insurance and financial products accordingly. Coordinate cross-functional teams to deliver customized solutions and ensure seamless client service. Identify growth opportunities within existing accounts and build new client relationships through strategic outreach. Track account performance, KPIs, and engagement metrics to inform recommendations and planning. Collaborate with internal leadership to support business development and client retention strategies. Ideal Candidate Profile: ✔ Exceptional relationship management and communication skills ✔ Strategic thinker with a consultative approach to client service ✔ Highly organized and detail-oriented ✔ Proactive, self-motivated, and results-focused ✔ Experience in account planning, financial services, insurance, or consultative sales is a plus ✔ Comfortable working independently and as part of a collaborative team Why Work With Us? 💼 Flexible Work Structure - Choose full-time or part-time; remote or hybrid options available 📈 Career Advancement Opportunities - Pathways to leadership, account management, or business development roles 💰 Attractive Compensation Model - Competitive commissions, bonuses, and incentive programs 🧠 Comprehensive Training & Mentorship - Learn from experienced professionals and industry leaders 🏆 Recognition & Rewards - Celebrate your success with incentives, awards, and career milestones 🏥 Health Insurance Options - Available for qualified planners Your Strategic Mindset Can Drive Real Impact If you're passionate about building meaningful client relationships and creating solutions that deliver lasting value, this is your opportunity to thrive in a purpose-driven, high-reward environment. 👉 Apply today and start your journey as a Financial Security Planner-where your expertise shapes success. (Individual results may vary based on effort, commitment, and strategic execution.)

At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people. * We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline. * We hire experienced professionals who understand the industry and provide effective advice. * We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched. But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affects the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would include business entities, business owners, and individuals who are consistent with Pinnacle's market segmentation. PRIMARY RESPONSIBILITIES: * Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve issues client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). * Administer and manage client loan portfolio consistent with the Firm's credit policies while meeting the financial needs of clients. * Provide a full array of loan products designed to meet the financing needs of clients. Includes but not limited to Working Capital Lines of Credit, Term Loans for equipment or building, Home Equity Lines of Credit, Residential Mortgages, and other miscellaneous consumer loans. * Meet all designated Pinnacle standards for appropriate risk rating; credit soundness thresholds; and critical action items as represented in KPI reports. * Analyze credit worthiness of a potential borrower and recommend either approval or denial of the request. * Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality. * Negotiate credit extensions. Work with clients on the structure and terms under which credit would be extended to include collateral requirements, repayment terms, pricing, and covenants required for extension of loans. * Approve loans under approved authority limits. * Ensure compliance with the Firm's credit policies and regulations for all loans under his/her responsibility. * Provide deposit products including but not limited to Demand Deposit Accounts, Money market Accounts, Savings Accounts, and CD's. * Cross-sell all appropriate financial products including but not limited to Depository Accounts, Treasury management, and Investment Products. * Optimize/recommend appropriate tailored solutions to client needs and provide various services designed to assist client in management of overall financial planning. * Manage small investment portfolios for clients and be conversant about investment and ready to refer to brokerages business to the Investment department. * Solicit new personal and business banking relationships. Proactively solicit new business relationships through prospects and referral requests and pursue personal banking relationships of assigned Board of Directors and requesting referrals from Board members. * Develop and maintain product knowledge of all loan and depository products designed for small business and affluent individual markets, as well as personal knowledge of market. Further expand knowledge to add value to client with regard to Investment needs and estate planning. * Participate in developmental and training activities as well as projects as directed by management. * Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. * Assist other team members as needed to ensure delivery of distinctive service. * Perform other related duties and responsibilities as assigned. DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING: * College degree is preferred - finance or business-related field. * 10 years' experience in banking/financial services. * Knowledge of consumer and commercial banking products. * Strong knowledge base relative to consumer and commercial loan documents. * Knowledge of compliance and federal banking regulations. * Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES: * Excellent interpersonal skills, including verbal and written communication skills. * Effective analytical and mathematical reasoning skills with a strong attention to detail. * Ability to work independently and prioritize daily tasks. * Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy. * Flexibility and ability to multi-task. * Excellent client service skills. Tact and diplomacy in dealing with both clients and associates. * The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. POSITION STATUS: EXEMPT DATE: 06.09.2015 Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.

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** 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. **Qualifications/Requirements:** + Bachelor's degree from an accredited university or college in Finance or Accounting + 6+ years of experience in Finance or 5+ years supporting supply chain functions **Desired Characteristics:** + Strong oral and written communication skills + Cost Accounting experience + Demonstrate ability to work strategically with both internal and external partners + 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 + ERP working knowledge 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:** Yes 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.

Who is sa.global sa.global addresses industry challenges through vertical-focused solutions. Leveraging modern technologies like AI and Copilot, we empower organizations to make intelligent decisions and act faster. Our solutions and services are 100% based on Microsoft business applications and the Microsoft Business cloud, and benefit advertising and marketing, accounting, architecture and engineering, consulting, homebuilding, legal, and IT services companies. Through our industry-first approach, we want to put solutions in the hands of people closest to the problem to enable organizations to act faster and make intelligent decisions. Over 800,000 users in 80 countries around the world rely on sa.global's industry-focused expertise to gain value faster, adapt quickly to changes, and build for the future. We have 30+ years of real-world experience, we are an 11-time winner of the Microsoft Dynamics Partner of the Year Award, and we've been a part of Microsoft's elite Inner Circle for 12 years. Our global organization has a 1000-member team across 25 countries. For more information, visit ***************** Overview We are seeking a highly skilled Senior Finance Consultant with deep expertise in Microsoft Dynamics 365 Finance & Supply Chain Management (F&SCM). This individual will lead solution design, guide clients through transformative ERP implementations, and ensure that D365 Finance capabilities are aligned with business needs. Key Responsibilities Solution Design & Delivery * Lead the end-to-end design of D365 Finance modules, including General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Budgeting, Cash & Bank Management, Project Operations, and Cost Accounting. * Translate business requirements into functional specifications, configuration, and documented solution designs. * Configure and customize Finance modules within D365 F&SCM to meet client objectives. * Collaborate with cross-functional teams, including technical consultants, CE and Product teams, to deliver integrated solutions. * Support data migration, testing, user training, and post-go-live support. * Act as an expert in sa.global's IP, ensuring clients receive tailored and innovative solutions. Client Engagement & Advisory * Serve as the primary Finance workstream lead during implementations, upgrades, or optimization projects. * Advise clients on best practices and process improvement opportunities. * Conduct workshops, discovery sessions, business process mapping, and user training. * Build strong relationships with stakeholders at all organizational levels. Project Execution & Leadership * Support project planning, scoping, and estimation for Finance-related activities. * Provide guidance and mentoring to junior consultants. * Manage issues, risks, and dependencies within the Finance workstream. * Support UAT planning, execution, and validation. * Contribute to go-live readiness planning and post-go-live support. Quality, Documentation & Governance * Deliver high-quality documentation including BRDs, FDDs, test scripts, training materials, and configuration guides. * Ensure solutions comply with financial regulations and internal controls requirements. * Apply Microsoft's FastTrack and Success by Design principles throughout the implementation lifecycle. * Stay up to date with Dynamics 365 F&O advancements and recommend enhancements to clients. Desired Qualifications Experience & Expertise * 5+ years of hands-on experience with Dynamics 365 Finance or Dynamics AX. * Deep understanding of Finance processes (Record to Report, Procure to Pay, Order to Cash, Project Accounting, Treasury). * Proven experience leading Finance workstreams on full-cycle D365 or AX implementations. * Familiarity with F&SCM's integration with Supply Chain modules such as Procurement, Inventory, Production, or Warehouse Management. * Experience with Project Operations or D365 CE preferred. Technical & Functional Skills * Strong knowledge of configuration, security concepts, workflows, and reporting options within D365. * Experience with data migration frameworks such as DMF/DIXF. * Ability to work with technical counterparts on integrations (dual-write, Dataverse, Power Platform, custom services). Soft Skills * Excellent communication, presentation, and stakeholder-facing skills. * Strong analytical and problem-solving abilities. * Ability to work independently while providing leadership within a project team. * Consulting mindset with a passion for driving process improvement and business value. Education & Certifications * Bachelor's degree in Finance, Accounting, Business, or related field. * CPA, CMA, or MBA is a plus. * Microsoft certifications such as MB-310 (D365 Finance) or MB-300 are strongly preferred. Travel * Some travel required within the US or Canada Location * Remote within the United States or Canada Why Choose sa.global Open, flexible, vibrant, collaborative, and diverse - these are just some of the terms that our employees use to describe the culture at sa.global. We believe and encourage innovative and dynamic thinking. Our culture and values give us the extra edge to help us scale greater heights. Led by our Core Values: Agile, Capable, and Committed, which form an integral part of who we are, we constantly strive to provide an inclusive work environment. Our employees come from varied cultural and social backgrounds, and we strive each day to work towards making sa.global a great place to work.

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.

At Five Star Parks and Attractions, we create an exciting career for passionate individuals to share in bringing entertainment and fun to our guests! Our vision is to create a safe and fun space for families of all ages to have the best in modern entertainment. The Financial Analyst will assist in performing day-to-day analytical functions across Five Star Parks and Attractions. This position will routinely work with varying levels of management at both corporate and park level. Working closely with the finance and strategy teams, this position will be responsible for providing analytical services for park locations and Five Star Parks and Attractions initiatives. Accountabilities: (must live in surrounding area) Provide proactive analytics and reporting including identification of sales and margin trends, key monthly financial drivers, customer and business unit profitability analysis and other special projects to improve operational and financial performance. · Under general supervision, plans and executes pricing strategy development and detailed pricing analytics of a moderate to high complexity · Applies extensive knowledge and use of tools to perform system analysis as well as thorough analysis of business inquiry, navigating systems and processes for root cause · Analyzing park pricing initiatives and providing analytical support · Per cap variance review and analysis for sales and in-park spending across the company · Marketing analytical support on new campaigns and initiatives · Assist in the preparation of the business unit strategy meetings · Finanical analysis around macro-economic and industry trends · Assist with the preparation of the annual operating budget and provide expense variance analysis for departments · Special projects and other duties as assigned Principle Duties and Responsibilities: · Proven experience in working with cross-functional teams with differing priorities · Exceptional analytical and problem-solving skills. · Demonstrated success in developing new processes and improving existing ones. · Ability to thrive in a fast-paced environment and willingness to operate with flexibility. · Strong personal presence and persuasive communication skills · Develop and foster an analytical culture using historical and current operational data to drive impactful resourcing and investment decisions; and Assist in ad hoc strategic or operational projects that may arise from time to time. Skills/Competencies Require: Must be able to build and maintain relationships with key stakeholders throughout the organization · Must posses strong communication skills · Must have a proven ability to manage multiple projects with competing deadlines in a team environment · Must have strong analytical skills · Must be proficient in Excel, Power Point, and oter Microsoft Office products. Education, Qualifications and Experience: · Valid driver's license required · Authorized to work in the United States · Must have a bachelors degree in finance, accounting, or related business discipline · Must have at least two years of relevant business experience (financial planning, accounting) Job Type: Full-time Benefits: Health insurance Schedule: 8 hour shift Work Location: Remote

Job Title: Digital Banking Analyst Summary of Duties and Responsibilities: As a Digital Banking Analyst, you will ensure Digital Banking products are functioning as expected. You will also be primarily responsible for supporting and maintaining crucial applications including online banking, mobile banking, debit card and ATM services, and supporting our internal staff to resolve specific issues and inquiries. What You'll Do: * A Day in the Life - Your focus will be supporting our internal and external customers in a variety of ways including providing escalated support for critical Digital Banking services and equipment, managing application updates and hotfixes, as well as coordinating small-scale projects to meet deadlines. As a Digital Banking Analyst, you will also work with various business units to communicate product release information, improve processes linked to Digital Banking, and analyze reporting to measure customer trends. As you gain experience, you will flex your communication and decision making skills as you take ownership of critical systems, manage vendor relationships, and communicate with stakeholders. What it Takes: * 5+ years banking experience in application support and/or customer support of digital services * Bachelor's degree in Computer Science or Computer Information systems preferred * Vendor and/or project management is a preferred * Working knowledge of customer form factors, including mobile devices, tablets, desktop/laptops and the associated operating systems and internet browsers. * Ability to: communicate effectively (written and verbally), maintain confidentiality, work with speed and accuracy, grasp technical information quickly, and work independently and as a team member. * Adhering to compliance laws, regulations and established bank policies and procedures, including Bank Secrecy Act and Anti-Money Laundering. * Attention to detail and strong organizational skills * Proficiency in Microsoft Word and Excel, Access and Visio Bonus Points: * Experience supporting customer facing applications * Bilingual/Multi-lingual What we can offer you: * Medical, dental, vision, STD, LTD, Life insurance, etc. * 17 days paid time off, 11 paid holidays and bereavement leave * Educational Assistance Program * Wellness benefits * Life event coverage * Paid parental bonding leave * Service awards * Financial benefits including 401(k) match, stock purchase plan and more * Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping. * Logo wear discounts * Free checking account, checks and discounted bank services This position will be located at: Louisville Blankenbaker About Us: German American Bancorp and its family of financial services companies employ talented, compassionate people throughout the organization, truly making German American special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.

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.

Big Ass Who? We didn't set out to start a fan company. We set out to solve a problem-workplace discomfort. (Sorry, HR, not your kind.) Facilities become furnaces during the summer, but businesses still expect peak performance and productivity. Without providing the basic human right of comfort, that's just asinine. Seeing how overhead fans cooled California dairy cows begged a massive question for our founder. "Can a fan be made to revolutionize comfort for people?" he uttered. That's when the HVLS Fan Company was born-with the first-ever patented high-volume, low-speed fan. But that name? BOR-ing. And customers knew it. We kept getting calls asking, "Are you the guys who make those big ass fans?" Hell yeah we are. And Big Ass Fans was born, complete with our own cheeky donkey mascot, Fanny. Today, we don't just move air, we transform experiences. Big Ass Fans deliver comfort where it counts. We build every product like lives depend on it. Because, turns out, they do. Our success is a result of the Big Ass Fans team's innovation. Are you seeking an opportunity to work with extraordinary people with an entrepreneurial spirit? Do you have something that sets you apart from the rest? With a bias for action, we want you to #livelifebigass and bring the next great BAF product to market. From our customers to our employees, we are passionate about what we can accomplish together. The successful candidate will bring passion, energy, and a "get it done" mentality to BAF and the industrial business and contribute in a meaningful way to realize the company's full potential in the market. Opportunity Are you ready to dive into the world of finance and make a real impact? Our Big Ass Fans Finance team is expanding, and we're on the hunt for a Financial Analyst to join our ranks! As a part of our FP&A team, you'll be at the forefront of driving profitability and reducing waste, making Big Ass Fans more efficient than ever. You'll be a part of the team's mission to support the business through 80/20 segmentation, cross-departmental communication efforts and high-level data analysis and problem solving. As a successful team member, you'll thrive on digging into data, searching for insights, and deliver data-driven awesomeness to managers and teams throughout the company. If you're passionate about numbers and nerd out on solving problems, this is your time to shine! What You'll Do * Drive our segments through 80/20 analysis to understand the impacts to our business by breaking our data into Quads and Quartiles. * Provide recurring reports describing business performance while also identifying, tracking down, and attempting to explain anomalies in these reports using quantitative methods. * Analyze trends in DSO, DPO, and DIO to improve processes and forecast accuracy. * Partner with business units to develop CapEx budgets aligned with strategic priorities and track spend vs plan. * Serve as an indispensable resource of critical information to business unit leaders; work closely with them to understand the intelligence they need to make the best decisions. * Identify and track key productivity metrics across departments. Use historic data to produce predictions regarding future performance and product needs. * Evaluate, suggest and implement improvements to department processes and reports. * Work with teams across the company to ensure consistency, organization, and integrity throughout data pipeline processes. What You'll Bring * Bachelor's degree in a relevant field * 3-5 years proven experience in Strategic Finance/FP&A * Highly capable in Microsoft Excel and PowerPoint * Ability to efficiently summarize variances and present actionable insights to upper management * Advanced skills in a live data visualization tool (Power BI) preferred * Must be able to independently identify a problem area and sift through multiple data sources * Strong analytical, communication, and interpersonal skills * Proven success collaborating with a range of departments * 80/20 Experience a plus Think you have what it takes, but your background doesn't perfectly align with this role? No sweat! If this position gets your fan spinning, we encourage you to apply and tell us how you'll succeed with your unique skills in your application. First 90 Days Every Big Ass Fans employee works towards the company's growth goals, and no goal is successful without a plan. When you kickstart your BAF journey with a strong 90-day plan, you'll be set up for a great first day, week, month, quarter and beyond! Here's a snapshot of the first 90 days as a BAF Financial Analyst: Days 1-30: * Complete your onboarding activities, including an on-site 4-day FANdamentals training. * Meet your peers and stakeholders you'll be working with on a daily basis. * Develop a base understanding of BAF's software and processes to perform your daily tasks. * Start utilizing our ERP and CRM in conjunction with the Data Warehouse to dig into data and develop financial models. Days 31-60: * Develop a strong understanding of data foundation, terminology, and connectivity. * Begin conducting P&L insight meetings with Segment VPs to dive into the details. * Develop an understanding of cost-saving opportunities that directly influence strategic decisions. Days 61-90+: * Partner closely with Segment VPs and start presenting data-driven findings to drive productivity, 80/20 processes into the business, and investment opportunities. * Begin building complex cash flow forecasting by designing a dynamic model to increase forecast accuracy. * Develop a comprehensive financial model that provides key insights into productivity opportunities. The Interview Process * First Conversation: You'll be speaking with a BAF Recruiter! Here, you'll discuss the opportunity more in-depth, and talk through any questions you have, as well as cover any details that didn't come out in job description. * Hiring Manager Interview: This will be a virtual interview with the FP&A Manager. In this conversation, you'll go through all of the in-depth details of the position, going over the day-to-day operations, and learn about the role's KPIs. * Assessment: You'll complete an online behavioral assessment to help us better understand your work style and how you may align with our team and culture. * Panel Interview: As a final step, you'll come onsite for an in-person interview, including the CFO, Finance leadership, and peer by presenting your professional background to the group and individual time to answer specific questions. How do you live life Big Ass? Wonder what it's like to walk through our Headquarters? Click here to get a virtual tour, and while you're at it, check out our Benefits and Perks! Be a part of something BIG You're not just a member of the Big Ass Fans team; it's BIGGER than us. We are a Madison Industries company - one of the largest and most successful privately held companies in the world. Madison Industries has fostered and built exceptional companies that are essential to our collective health and well-being. Come join our mission to make the world healthier, safer, and more productive to build something truly remarkable! Why haven't you applied yet? Big Ass Fans is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin, age, disability or veteran status. Big Ass Fans maintains an environment where each individual is valued and respected. Individuals are expected to understand and comply with OSHA and ISO 9001 standards and procedures. Individuals are expected to apply safe work methods when performing the job requirements in hazardous and non-hazardous environments to avoid injury to self to co-workers or damage to property. Individuals are expected to report unsafe work conditions or equipment operation to supervisors immediately and observe all safety rules. If you need assistance or accommodation due to a disability, you may email us at ************************* or call us at **************.

**_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 (***************************************************************************************************************************

Job Description Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an immediate opening for a highly motivated analytical individual to join us in our firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. The FINANCIAL PLANNER is a key member of our team. After achieving the licenses and registrations necessary to become a FINANCIAL PLANNER in our Career Development Program (CDP), your typical day may include: Developing relationships with clients (both existing and prospective) Gathering client information and using that information to build robust financial plans Helping clients prepare for their retirement Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus. YOU: Are a self-starter. Have an entrepreneurial mindset. Are a customer service champion. Are an engaging and compelling communicator and negotiator. Are a problem solver. Are a Life-long student seeking continued education and professional development. Are a critical thinker. Have prior sales experience and/or enjoy networking and seeking new clients. Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent. WE: Provide a framework to help you attain all licensing and education needed to progress through the career. Support your learning through joint work and a team environment. Provide competitive compensation and benefits that are unique in our industry. Provide a roadmap for your success with our experienced team of leaders. Learn more about this exciting opportunity. 1049766-00003-00 The path to becoming a Financial Planner begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/states applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPAs eligible dependents and may be eligible for paid leave. Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify.

Reporting to the Plant Finance Manager, you will perform moderately complex financial analysis for assigned areas, including data analytics, metrics and scorecards, and support for period close activities. You will identify and investigate issues related to projects and present actionable recommendations to management. This role offers the opportunity to partner with multiple plants and make a meaningful impact on operational and financial performance. Your Impact Serve as a business partner for multiple plants on accounting and finance tasks, assessing business needs and clearly communicating results and issues. Evaluate and deliver periodic metrics and scorecards to drive performance visibility. Prepare labor variance models by shift and production cell, collaborating with cell leaders to mitigate negative variances. Review Kronos/UKG timekeeping reports to ensure accurate time recording. Use LEDS (Line Event Data System) to calculate line efficiency and identify improvement opportunities. Audit SAP process order variances for accuracy and report issues to operations. Report weekly variances to standard material and labor costs. Participate in Continuous Improvement workstreams to eliminate losses and enhance efficiency. Support month-end close activities, ensuring timely completion of tasks and resolution of unusual items. Provide comprehensive financial analysis and modeling for ad hoc requests. Contribute to finance-wide projects based on evolving business needs. Your Experience Bachelor's degree in accounting, Finance, or related field required. 3+ years of professional experience in general business and financial analysis. Background in P&L management with strong knowledge of financial systems and accounting concepts. Proven experience collaborating across multiple departments to resolve challenges and complete projects. Proficiency in MS Office applications (Word, Excel, PowerPoint) and Power BI. Experience with SAP or similar software tools preferred. Number of Days in Office: 5 #LI-GS1 #LI-Onsite #LI-Associate Compensation: Pay Range:$63,000-$93,000 The annual salary listed above is the expected offering for this position. An employee's actual annual salary will be based on but not limited to: location, relevant experience/level and skillset, while balancing internal Conagra employees' equity. Conagra Brands will comply with applicable law regarding minimum salaries for exempt employees. Our Benefits: We care about your total well-being and will support you with the following, subject to your location and role: Health: Comprehensive healthcare plans, wellness incentive program, mental wellbeing support and fitness reimbursement Wealth: Great pay, bonus incentive opportunity, matching 401(k) and stock purchase plan Growth: Career development opportunities, employee resource groups, on-demand learning and tuition reimbursement Balance: Paid-time off, parental leave, flexible work-schedules (subject to your location and role) and volunteer opportunities Our Company: At Conagra Brands, we have a rich heritage of making great food. We aspire to have the most impactful, energized and inclusive culture in food. As a member of our 18,000+ person team across 40+ locations, you are empowered to reach your potential, make an impact and own your career. We're in the business of building champions - within our people and our iconic brands like Birds Eye , Slim Jim and Reddi-Wip . Our focus on innovation extends beyond making great food, it also reflects our commitment to embracing new solutions that positively impact our team, the communities we serve and the health of our planet. Foodies Welcome. Conagra Brands is an equal opportunity employer and considers qualified applicants for employment without regard to sex, race, color, religion, ethnic or national origin, gender, sexual orientation, gender identity or expression, age, pregnancy, leave status, disability, veteran status, genetic information and/or any other characteristic or status protected by national, federal, state or local law. Reasonable accommodation may be made upon request.

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

Collaborate with Innovative 3Mers Around the World Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers. This position provides an opportunity to transition from other private, public, government or military experience to a 3M career. The Impact You'll Make in this Role As a Plant Financial Analyst for the United States and Canada (USAC), you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by: * Serving as the financial business partner for CBG plants * Supporting plant and business teams through annual operating plan, monthly forecasting, and review processes * Influencing strategies, priorities, and resource allocation decisions for the business * Collaborating with cross-functional business team members to assess the impact, prioritize, and implement initiatives to help the organization meet its financial and operational goals * Ensuring compliance with 3M's Global Financial Standards Your Skills and Expertise To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications: * Bachelor's degree or higher in Finance or Accounting (completed and verified prior to start). Additional qualifications that could help you succeed even further in this role include: * Three (3) years of finance and accounting experience in a private, public, government, or military environment * Excellent influencing, written, and verbal communication skills * Experience leading others and contributing on cross-functional teams * Excellent organizational skills Work location: This role follows on-site workijng model, requireing the employee to work at least four days a week at the 3M Center in Maplewood, MN, Hutchinson, MN, Tonawanda, NY; Cynthiana, KY; and Perth, Canada Travel: May include up to 10% domestic Relocation Assistance: Not Authorized Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status). Supporting Your Well-being 3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope. Chat with Max For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting Applicable to US Applicants Only: The expected compensation range for this position is $96,558.00 - $118,014.60, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: *************************************************************** All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M. Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M. Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties. Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement. Pay & Benefits Overview: https://**********/3M/en_US/careers-us/working-at-3m/benefits/ 3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law. Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly. 3M Global Terms of Use and Privacy Statement Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms. Please access the linked document by clicking here, select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.