Finance consultant jobs in Rochester, MN - 22 jobs

Empower Financial Security - Become a Financial Protection Consultant Are you passionate about helping others achieve peace of mind through financial resilience? As a Financial Protection Consultant, you'll guide individuals and businesses in safeguarding their futures with customized strategies that mitigate risk and protect what matters most. What You'll Do: 💼 Assess Financial Risk Exposure - Identify potential vulnerabilities in personal and business finances through strategic consultations. 📊 Design Tailored Protection Plans - Recommend and implement financial protection solutions, including insurance, income protection, and asset safeguards. 🤝 Support Clients with Confidence - Serve as a trusted advisor through every step-policy reviews, claims guidance, and ongoing service. 📚 Educate and Empower - Help clients understand the value of financial protection tools, translating complexity into clarity. 🔍 Stay Ahead of Change - Monitor market shifts and regulatory changes to ensure clients' financial protection stays up to date. Who You Are: ✔ Skilled in financial services, insurance, or risk management ✔ A client-focused communicator and advisor ✔ Analytical and solutions-oriented with strong attention to detail ✔ Proficient in tools and technologies supporting financial planning ✔ Passionate about delivering security and peace of mind Why This Role Matters: ✅ Enable long-term financial wellbeing for clients ✅ Help families and businesses withstand life's uncertainties ✅ Create lasting relationships built on trust and expertise ✅ Make a meaningful impact through proactive planning and guidance 💡 Be the Expert Clients Trust for Financial Peace of Mind Step into your next chapter as a Financial Protection Consultant-where your expertise helps others thrive in confidence. 👉 Apply now and shape a future rooted in protection and prosperity.

Full-time Description This FP&A role is responsible for leading Domaille Engineering's annual budget and ongoing forecast process, providing financial analysis, decision-making tools, and support to key stakeholders to help achieve the company's strategic objectives. Additionally, this position is responsible for leveraging and optimizing tools to support the budgeting and forecasting process, as well as ongoing financial reporting and analysis. ITAR REQUIREMENTS This position is subject to the International Traffic in Arms Regulations (ITAR), which restricts access to export-controlled information to U.S. persons. A U.S. person is generally defined as a U.S. citizen, U.S. national, lawful permanent resident, or others specifically authorized under U.S. export regulations. General work authorization (e.g., work permit or EAD) or visa sponsorship does not meet ITAR requirements. ESSENTIAL JOB FUNCTIONS Provide key insights, including market trends and analysis, to the business and management. Develop and report on company KPIs, offering insights and commentary to guide decision-making. Lead and manage the budgeting and forecasting process. Partner with Operations and Sales to ensure performance and profitability are optimized. Assist with digital transformation initiatives, including identification, evaluation, and implementation of new tools. Develop financial analyses, forecasts, and plans to support long-term strategic business decisions. Prepare and provide support for leadership presentations. Evaluate actual monthly results for reasonableness, variances to plan, prior year, and prior estimates, partnering with business units to understand financial performance. Identify trends and improvement opportunities, recommending corrective actions for implementation. Participate in special projects and provide business support as needed. Perform other reporting, analysis, and accounting-related projects and duties as assigned. Requirements SKILL REQUIREMENTS Excellent analytical, forecasting, and problem-solving skills with high attention to detail. Ability to work effectively in a fast-paced, high-growth environment under tight deadlines. Strong organizational skills with the ability to manage multiple priorities and adapt to changing demands. Team-oriented with strong leadership, collaboration, and interpersonal skills. Clear, professional, and effective written and verbal communication skills, able to interact with colleagues at all levels. Strong business acumen and creative thinking to support strategic decision-making. Able to work independently with minimal direction while meeting critical reporting deadlines. Committed to providing excellent customer service and building trusted business relationships. QUALIFICATIONS Bachelor's degree in a relevant field required; advanced degree (MBA) preferred. 2-5 years' experience in FP&A, ideally within manufacturing or a related industry. Knowledge of US GAAP, financial reporting requirements, financial analysis techniques, and budgeting/forecasting processes. Proficiency in financial and cost analysis. Excellent analytical skills with advanced spreadsheet development capabilities in Microsoft Office Suite; experience with a Business Intelligence (BI) tool is a plus. BENEFITS START DAY 1 Generous paid time off + 10 paid holidays (including your birthday) Medical, dental, and vision coverage HSA, FSA, Dependent Care FSA options Life Insurance & long-term disability Minnesota Paid Family & Medical Leave benefits 401(k) with company match Employee Assistance Program Additional supplemental offerings WORK ENVIRONMENT This is preferably an office-based position; however, after a training period, hybrid schedules will be considered with an agreed-upon days onsite at the Minnesota plant. While onsite, occasional walks on the production floor may be required to interact with team members. Employees may be exposed to manufacturing areas where personal protective equipment (PPE) such as safety glasses, hearing protection, and composite or steel-toe shoes are required. Ambient conditions include typical plant lighting and machinery operation. PHYSICAL DEMANDS Sit or stand as needed. Walking primarily on a level surface for periods throughout the day. Reaching above shoulder height, below the waist, or lifting as required to reach documents or store materials throughout the workday. Proper lifting techniques required. SAFETY COMPLIANCE All employees are expected to understand and follow the Company's safety policies and procedures while performing their job responsibilities. Employees must comply with hazardous waste handling and disposal procedures as required. Adherence to these practices helps protect employees, the workplace, and supports the Company's business objectives. EQUAL EMPLOYMENT OPPORTUNITY Domaille Engineering is an Equal Opportunity Employer. All terms and conditions of employment are administered without regard to an individual's race, color, religion/creed, national origin, sex, gender identity or expression, sexual orientation, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law. NOTE: This job description outlines the general nature and level of work for this position and is not all-inclusive. Duties may change as business needs evolve, and employees may be asked to perform other related tasks. Reasonable accommodations will be made to enable individuals with disabilities to perform essential functions. Employment is at-will and nothing in this description creates or implies a contract. Salary Description $70,000-90,000 depending on experience

WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets. CORE VALUES: Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One Alerus ABOUT THE ROLE: The Financial Advisors are enhancing existing relationships and developing new business opportunities. Financial Advisors deliver comprehensive financial advice to Alerus clients by serving as their trusted primary point of contact with the support of a team of specialists. All financial advisors assist clients in their selection of Alerus products by recommending appropriate Alerus solutions to ensure the client successfully achieves their financial wellness goals. Financial Advisors are expected to focus their time on developing new business with existing clients 60% and new clients 40%, approximately. WHAT YOU'LL BE DOING: Manage and grow a portfolio of high-net-worth clients, providing advanced financial advice and solutions. Serve as the primary point of contact for clients, assisting them in selecting financial solutions. Perform regular proactive relationship reviews and evaluate clients' financial needs. Update CRM software to capture client activity and schedule follow-up actions. Proactively solicit new business opportunities with existing clients and prospective clients. Represent Alerus in the marketplace by building a network of influencers and participating in community organizations. Maintain advanced knowledge of financial planning concepts, including loans, investments, and protection planning. Develop understanding of estate planning, charitable giving, trusts, and tax management. Pursue continuing education and self-development to enhance skills. Build solid working relationships with team members and support their professional development. WHAT YOU SHOULD HAVE: Bachelor's degree in business, finance or related field or equivalent work experience required. 5 years of financial services experience, working with high net worth clients. Maintain an active financial services license i.e. Insurance, Investment, and/or Brokerage. Plan to achieve or completion of professional and/or financial services accreditation(s) i.e. CFP, CFA, CPA. Ability to attract and retain high net worth clients. Expertise in assessing a client's financial needs and making proactive recommendations. Previous experience utilizing CRM software to track and manage sales opportunities. Record of proven sales ability and client service abilities. Proven written and verbal communication skills. Established interpersonal and negotiating skills. Advanced math proficiency WHAT WE BRING TO THE TABLE: Competitive compensation including base salary, bonus and/or incentive opportunities. Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings. Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave. Learning and development resources for personal and professional career development, and advancement opportunities. Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services. Support for the communities we live in through paid volunteer time and a company donation match opportunity. WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds. The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job. Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. BASE PAY RANGE: $30,000 - $60,000 + incentive The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job. Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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

**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

The City of Rochester invites applications for: Senior Financial Analyst Rochester Public Utilities *********** Our vision is based on six core values which are Safety, Integrity, Service, Stewardship, Accountability, and Skill. RPU, a division of the City of Rochester, MN, is the largest municipal utility in the State of Minnesota. RPU serves over 57,000 electric customers and 42000 water customers in a 60 square mile service area and has revenues nearing $161 million annually. Limited Term Appointment This position anticipated to last 18 - 24 months to support the City of Rochester's implementation of a new Enterprise Recourse Planning software. This role is contingent upon the availability of allocated funds, as well as favorable performance by the incumbent. Nature of Work The Senior Financial Analyst performs complex budgeting and accounting functions; conducts financial, statistical, and analytical studies; prepares and assists in the preparation of financial and regulatory reports, statements, and claims for reimbursement according to prescribed guidelines; performs related duties as required. The position exists to fulfill the financial analysis and information needs for all levels of management and serves as the financial, budget, cost and rate analyst for Rochester Public Utilities. The incumbent will design, create, and maintain systems used to effectively initiate, record, and report financial transactions and operational statistics. 2025 salary range is $88,718 to $104,375, depending on qualifications, with advancement to $130,469. To have your application considered in the first round of application review, apply before December 29th, 2025. The City of Rochester will not sponsor or transfer visas for this position including F1 OPT STEM. DUTIES AND RESPONSIBILITIES The work below is representative of the scope of work performed within this job classification. Individual job duties will vary based on work assignment. * Budget Development/Monitoring * Develop the annual schedule for RPU budget preparation. * Coordinate the development of required budget model components by Finance staff. * Provide technical expertise in creating or modifying budget collection/consolidation applications in budget software and create new budget coding. * Offer information and assist/train staff and executive team in budget preparation, implementation, and control. * Arrange, balance, compile and enter budget data; perform statistical analysis of cash flow and budgets. * Prepare and execute quarterly budget reviews with each manager; monitor and evaluate budgets and cash flow for appropriateness to ensure fiscal solvency and accountability. * Prepare the official budget document that is approved by the RPU Board of Directors. * Accounting * Perform complex accounting functions for internal departments. * Maintain chart of accounts; audit and post general ledger proposed entries; review and reconcile account and fund balances; analyze and assign codes in accordance with state reporting and regulatory requirements. * Review documents and claims for accuracy, completeness, and uniformity to rules, regulations and laws; coordinate, prepare and review year-end closing process. * Lead work order closing/fixed asset unitization process while gathering information from various sources to determine what assets were installed and the appropriate value to capitalize. * Monitor accounts receivable and accounts payable, performing periodic reviews of financial reports to verify accuracy and fiscal solvency. * Research and Data Analysis * Research and analyze financial data for internal and external customers. * Create, organize, and maintain files using database and spreadsheet programs. * Collect, retrieve and organize data into required reporting formats to identify financial discrepancies and resolve client inquiries. * Recommend solutions ensuring that corrections or changes are implemented properly. * Financial Forecasting * Produce multi-year forecasts including retail sales and revenue forecasts using multiple statistical methods and econometric inputs to include forecasting major expenses such as purchased power and water treatment chemicals which are driven by retail sales volume, labor, capital, and cashflow. * Prepare periodic cash forecasts and initiate deposits to or draws from the City Investment Pool as needed. * Financial and Regulatory Reporting * Prepare complex financial reports as required by City Charter and other regulatory agencies. Current agencies include but may not be limited to: the Federal Energy Regulatory Commission (FERC), Midcontinent Independent System Operator (MISO), the Energy Information Administration (EIA),and the MN Department of Commerce. * Assist in compiling data and interpreting legal reporting requirements and regulations. * Create and maintain statistical reports. * Plan and monitor timelines to meet strict deadlines in reporting regulations. * Review and verify statistical and financial information including independent audit reports and long-term debt documents. Rates and Cost of Service Studies/Debt Management * Compile and prepare data for the development of the cost of service studies and subsequent rate design. * Create, organize and maintain files using databases and spreadsheets to determine revenue requirements and proper customer classifications. * Develop rates/prices for non-retail/non-commodity services such as steam billing rates, billing fees, reconnect fees, and after-hour field services. * Maintain rates in the billing system for commodity, demand, and customer charges, as well as miscellaneous fees and taxes. * Calculate and communicate the Power Cost Adjustment (PCA) to be billed to customers on a monthly basis. * Determine the proper accounting treatment for new and refunding bonds. * Assist in the preparation of documents for official statements, continuing disclosure and arbitrage reporting. * Be responsible for cash draws for construction funds and debt payments. Perform other duties as assigned or necessary. * ESSENTIAL FUNCTIONS MINIMUM QUALIFICATIONS Education and Experience A Bachelors degree in Accounting, Finance or closely related field from an accredited four-year college or university AND three years of full-time employment experience. OR An equivalent combination of education and experience sufficient to successfully perform the essential duties of the job may also be considered. If this work interests you but you are unsure if you meet all the job requirements listed above, please apply anyway! Your experience is likely more applicable to the role than you think, and the City is interested in candidates who can bring not only technical expertise but a variety of lived experience to the team. Licenses and/or Certifications Valid driver's license Desirable Qualifications Master's degree in Business, Accounting or Finance; Certified Public Accountant (CPA), Certified Management Accountant (CMA). ADDITIONAL INFORMATION PHYSICAL AND ENVIRONMENTAL CRITERIA In compliance with the Americans with Disabilities Act, the following represents the physical and environmental demands for this position. The employee must be able to perform the essential functions with or without accommodation. In consideration of the overall amount of physical effort required to perform this position, the work is best described as Sedentary Work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met. Physical demandsthat may be required continuously (2/3 or more of the time), frequently (1/3 to 2/3 of the time), and occasionally (up to 1/3 of the time) are noted below: Continuous demands:sitting, fine dexterity Frequent demands:standing Occasional demands:walking, bending, lifting, reaching, handling Sensory requirementsnecessary in the performance of the essential functions of this position include: (options - sight, hearing, touch, taste, or smell). Environmental conditionsthat may exist in the performance of the essential functions of this job include: NONE (not substantially exposed to environmental conditions)

AFIN Family Wealth Management is a firm specializing in holistic financial planning for individuals and businesses. Our goal is to make financial planning understandable and accessible by offering personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. Job Summary As a Senior Financial Advisor at AFIN Family Wealth Management, you will play a crucial role in delivering comprehensive financial planning and investment management services to our esteemed clients. You will be responsible for managing client relationships, providing tailored financial advice, and guiding clients towards their financial goals. The ideal candidate will possess extensive experience in wealth management, a strong understanding of financial markets, and exceptional interpersonal skills. Required Experience and Education: 5+ years successful financial services sales experience, with a verifiable commission history of at least $300,000 GDC and/or $30 million or more in expected AUM Bachelor's degree in Finance, Economics, Business Administration, or related field Life and Health Insurance license Series 7 and 66 (or 63 and 65) Required Knowledge, Skills, & Abilities: Proficiency in financial planning software, portfolio management tools, and Microsoft Office Suite. Excellent customer service, communications, and organizational skills The ability to work on multiple projects simultaneously Work independently as well as collaboratively within a team environment. Positive attitude, high energy, and professional demeanor Ability to exercise good judgment by recognizing urgency and setting priorities Must pass criminal and credit background checks Ability to quickly understand new concepts and learn new technology and systems In-depth knowledge of financial markets, investment products, and wealth management strategies. Demonstrated ability and commitment to goal-based planning and advice Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients. Job Duties and Responsibilities Conduct thorough financial assessments to understand clients' goals, risk tolerance, and financial situation. Create customized financial plans encompassing investment strategies, retirement planning, tax optimization, estate planning, and risk management. Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments) Prepare financial plans, check their accuracy and implement financial plans Monitor and review clients' portfolios regularly to ensure alignment with their financial goals and market conditions Provide ongoing financial guidance and education to clients, addressing their questions and concerns with professionalism and expertise. Executes trades, as required Stay up-to date with new industry trends and research market Adhere to regulatory compliance standards and ethical practices in all client interactions and business activities Benefits Health and dental insurance 401k and 401k matching Work-life balance Ownership of book of business Disclaimer AFIN Family Wealth Management is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Schedule: Full-time Travel: Local Securities offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisor Services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. 1220 Kensington Rd, Ste 220 Oakbrook, IL 60523

**Introduction** As you have witnessed this summer, at IBM we have an amazing opportunity to transform the world with cognitive technology. By using the vast amounts of information available today to identify new patterns and make new discoveries, we are helping cities become smarter, hospitals transform patient care, financial institutions minimize risk, and pharmaceuticals find cures for rare diseases. Join the forward-thinking teams at IBM solving some of the world's most complex problems - there is no better place to grow your career! **Your role and responsibilities** This position is for intern to full time conversions for starts January 2026 and later. By applying to this position, you are applying to the same role for which you were a co-op or intern at IBM in 2025. **Required technical and professional expertise** Successful completion of a 2025 IBM Co-op or Internship IBM is committed to creating a diverse environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, caste, genetics, pregnancy, disability, neurodivergence, age, veteran status, or other characteristics. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status.

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. **Job Description** U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. In addition, PWM has specialized capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. The PWA is responsible for growth through internal and external sales and development of new client relationships within PWM. A team of specialists support these efforts by providing deeper knowledge in their respective areas of expertise. As a U.S. Bank representative in the community the PWA also acts as a conduit for Private Wealth Management's strategic partners in the region. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. **Basic Qualifications** + Bachelor's degree, or equivalent work experience + Eight or more years of experience interacting with High and Ultra High Net Worth clients **Preferred Skills/Experience** + Requires established network with strong relationship management, networking, and business development skills + Demonstrated success in specific client segments or verticals with developed strategic partnerships + Experience profiling clients and formulating customized strategies to address their needs + Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists + Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication + A passion for problem-solving and acting as a strategic advisor + Ability to make critical decisions independently and act as a business owner + Professional designation such as CFA or CFP is preferred If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $126,820.00 - $149,200.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**

CORPORATION NextDecade is committed to providing the world access to reliable, lower-carbon energy. We are focused on delivering secure and cost-effective energy through the safe and efficient development and operation of natural gas liquefaction capacity at Rio Grande LNG. Through our subsidiaries, we are developing and constructing the Rio Grande LNG natural gas liquefaction and export facility near Brownsville, Texas, with approximately 48 MTPA of potential liquefaction capacity currently under construction or in development, sufficient space at the site for up to 10 liquefaction trains, and a potential carbon capture and storage project. NextDecade's common stock is listed on the Nasdaq Stock Market under the symbol "NEXT." NextDecade is headquartered in Houston, Texas. For more information, please visit ******************** SUMMARY OF THE ROLE Reporting to the Sr. Manager, Corporate Finance this position will provide financial analysis to aid in the organization's capital raising efforts, support treasury/cash management, and assist in compliance/covenant tracking. The successful candidate will play an important role in the company's financing for various phases of the Rio Grande LNG (RGLNG) facility. You will be required to conduct financial modeling and manage associated assumptions/inputs for the Corporate Finance team. In addition, you will assist in matters related to treasury/cash management for RGLNG and NextDecade including but not limited to the preparation of cash settlements/reports, interest rate analysis/tracking, borrowing packages, and compliance tracking. KEY RESPONSIBILITIES * Support the preparation of financial models for the company's financing plans * Prepare analysis to optimize the company's capital structure by evaluating different financing options, including debt and equity, and operational scenarios to best drive value creation for NextDecade * Assist in the due diligence process with potential lenders / investors * Assist in interfacing with rating agencies, including model preparation, creating presentations * Assist in the review of documents in connection with capital raising, including but not limited to consultant reports, CIMs, investor presentations, and various ad hoc materials * Assist in daily cash settlement process * Track the monthly borrowing and compliance processes * Maintain a consolidated summary of the company's indebtedness * Track impact of interest rates EDUCATION, SKILLS, EXPERIENCE, & COMPETENCIES * Proven ability to manage several projects in a deadline-oriented environment * Excellent quantitative and financial acumen * 4 -year degree in Finance, Economics, Engineering, or similar. * 4 + years of experience in Banking, Corporate Finance, Treasury or related roles * LNG experience preferred * Project development experience preferred * Proven experience building complex cash flow financial models for project finance * Quantitative and financial acumen * Strong written and verbal communication skills, with experience presenting materials to executive-level stakeholders * Extensive experience in financial modeling and valuation techniques * Proven ability to manage several projects in a deadline-oriented environment * Strong problem-solving skills and the ability to work effectively in a fast-paced, dynamic environment Work Environment This position operates in a professional office environment with occasional work within or outside of a complex construction environment. This role routinely uses standard office equipment such as computers, phones, photocopiers/fax, filing cabinets, etc.This is primarily a sedentary role; however, the incumbent must be able to stand and/or sit continuously to perform all essential job functions for a full shift. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to support individuals with ADA-recognized disabilities to perform the essential functions for the job. * Ability to lift up to 20 lbs. as required in order to lift files, boxes and office equipment as necessary. * Ability to lift files, open filing cabinets and bending, standing on a stool, or climbing as necessary to perform these functions. * While performing the duties of this role, the incumbent may be required to talk or hear. * The incumbent is required to stand, walk, use hands to handle or feel; and reach with hands and arms. * Ability to move throughout all areas of each office/site location and facilities. * Able to wear all necessary PPE equipment to perform job functions. If you require accommodations during the application or interview process, please contact Human Resources at **************************. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. * In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire. NEXTDECADE VALUES * Safety - We make safety a priority. Everything we do relies on the safety of our people and the communities around us. * Integrity - We do the right thing, and are open, ethical, and fair. We hold ourselves to the highest standards in all that we do. * Honesty - We value truth and honesty in ourselves and others. We honor our commitments and take responsibility for our actions. * Respect - We listen, and respect people, the environment, and the communities in which we live and work. * Transparency - Transparency builds trust. We promote open communication with our people, our customers, and all our stakeholders. * Diversity - We value diversity of experiences and thoughts. It takes people with different strengths and backgrounds to make our company succeed. NextDecade provides equal employment opportunities (EEO) to all applicants without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. NextDecade complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

At Houston Methodist, the Senior (Sr.) Financial Analyst position is responsible for maintaining and performing complex data analysis related to the clinical or financial performance of the assigned entity or hospital and/or contractual relationship. The Sr. Financial Analyst is also responsible for independently compiling and reporting information as requested by Financial Accounting, Internal Audit, Revenue Cycle, their department and entity management or administration. The Sr. Financial Analyst works collaboratively with teams and may serve as a liaison with Information Technology Business Intelligence and other stakeholders, as needed. This position is actively involved in developing and advancing best practices and tools for business analysis. The Sr. Financial Analyst highlights performance issues, identifies problems and researches solutions and makes recommendations to management for continuous improvement. Reports statistical information in graphical and other presentation formats. Other responsibilities may include the assistance with annual operating budgets and maintenance of monthly dashboards of key indicators and external benchmarks. May also be assigned to additional responsibilities; such as payer reimbursement analysis and financial reconciliation. FLSA STATUS Exempt QUALIFICATIONS EDUCATION * Bachelor's Degree in finance, accounting, healthcare administration, business administration or related field. EXPERIENCE * Three years of financial, budget or cost accounting analysis experience required; experience in a health care environment preferred LICENSES AND CERTIFICATIONS Required * Preferred * CHFP - Certified Healthcare Financial Professional (HFMA) and * CPA - Certified Public Accountant - State Licensure SKILLS AND ABILITIES * Demonstrates the skills and competencies necessary to safely perform the assigned job, determined through on-going skills, competency assessments, and performance evaluations. * Sufficient proficiency in speaking, reading, and writing the English language necessary to perform the essential functions of this job, especially with regard to activities impacting patient or employee safety or security. * Ability to effectively communicate with patients, physicians, family members and co-workers in a manner consistent with a customer service focus and application of positive language principles. * Advanced analytical thinking and creative problem solving and ability to define a variety of approraches to business problems. * Advanced knowledge of business process analysis, system requirements, data modeling and functional design. * Strong project management skills. * Strong statistical analysis and data reductions skills. * If assigned to Hospital: Familiarity with hospital patient data bases and relationship to other financial and non-financial systems preferred. * Working knowledge of cost accounting system(s). ESSENTIAL FUNCTIONS PEOPLE ESSENTIAL FUNCTIONS * Interacts with all levels within the department, other institutional departments, and across the organization as well as outside companies to resolve problems/errors or questions regarding basic accounting reconciliation items or financial performance in a timely manner. * Serves as subject matter expert for assigned entity(s) (Hospital, Physician Organization, Research Institute, Academic Institute, HM Foundation, MOB, for Clinical and Financial reporting systems. Serves as role model and mentor to more junior team members. Supports training and onboarding of new team members. SERVICE ESSENTIAL FUNCTIONS * Assists department administrator, faculty members or department, hospital leadership and entity leadership in managing the departmental budget. * Extracts actual and budget financial accounting General Ledger (G/L) data or financial data from appropriate sources to report and reconcile with appropriate leadership. Generates accurate and timely reports. QUALITY/SAFETY ESSENTIAL FUNCTIONS * Reviews revenue projections, budget revisions, etc., for physician practice, academic department or assigned hospital or entity department(s) * Develops, monitors and reports key system operational indicators and recommends improvements. Highlights performance issues, identifies problems and researches solutions. Makes recommendations to management for improvement. * Follows all internal audit requirements for appropriate system applications. * Utilizes/enhances tools to improve the accuracy of financial analytics and enhance revenue opportunities. Submits invoices and follow-up with industry partners as needed. In addition, prepares necessary journal entries for coordinator effort and Principal Investigator (PI) oversight as appropriate. FINANCE ESSENTIAL FUNCTIONS * Performs one or more of the following: • Supports and develops auditing, reporting and contract modeling tools as needed for identification and analysis of rate and/or fee schedule auditing, financial performance and contract performance as well as modeling and analysis of potential opportunities. • Maintains monthly dashboard of key indicators and external benchmarks as defined by management. Prepares and maintains revenue models. Compiles information needed for organization profit and loss statement as required. • Reviews contracts, calculates provider productivity bonuses/compensation models as appropriate. • Assists in preparation of gift, grant and contract budget proposals as needed. Assists in the oversight of department's financial files for all grant and donor funding. • Ensures/verifies that all faculty, staff and research personnel are charged to the appropriate funding source via submission of a salary re-allocation form as appropriate. * Utililzes resources effectively and efficiently, demonstrating financial stewardship. Manages own time effectively and prioritizes work to achieve maximum results in a timely manner. GROWTH/INNOVATION ESSENTIAL FUNCTIONS * Maintains and monitors procedures and Standards of Practice (SOP's) for reconciliation process. Maintain working knowledge of hospital and physician compensation methodologies and affecting government regulations, as applicable. Identifies areas for improvement and makes recommendations to management. Seeks out opportunities to grow knowledge of cost accounting system, clinical trials management systems or others and their relationship to other financial and non-financial systems. Shares knowledge and learnings with team. * Proactively manages own career development. Completes My Development Plan (MDP). * Identifies and recommends opportunities to employ new or enhanced functionality in support of continued performance improvement. Develops and advances best practices and tools for business analysis. SUPPLEMENTAL REQUIREMENTS WORK ATTIRE * Uniform: No * Scrubs: No * Business professional: Yes * Other (department approved): No ON-CALLNote that employees may be required to be on-call during emergencies (ie. Disaster, Severe Weather Events, etc) regardless of selection below. * On Call* No TRAVELTravel specifications may vary by department * May require travel within the Houston Metropolitan area No * May require travel outside Houston Metropolitan area No Company Profile: Houston Methodist Specialty Physician Group is an integral part of Houston Methodist's overall strategy to become one of the nation's leading academic medical centers. Established as a nonprofit corporation certified by the Texas State Board of Medical Examiners, the Specialty Physician Group enables physicians to maintain autonomy with respect to clinical practice while growing their practice within an academic environment. APPLY Join Our Talent Network Featured Jobs * Infection Preventionist Location: Houston Methodist Hospital, Houston, TX FLSA STATUS Exempt QUALIFICATIONS EDUCATION • Must possess one of the following: ◦ Bachelor and/or Master's degree in Nursing, Medical Technology, Microbiology, or Public Health ◦ Bachelor's degree in another related field with previous infection control experience and CIC certification EXPERIENCE Two years of experience in an acute care or … * Infection Preventionist Location: Houston Methodist Hospital, Houston, TX FLSA STATUS Exempt QUALIFICATIONS EDUCATION • Must possess one of the following: ◦ Bachelor and/or Master's degree in Nursing, Medical Technology, Microbiology, or Public Health ◦ Bachelor's degree in another related field with previous infection control experience and CIC certification EXPERIENCE Two years of experience in an acute care or … * Hospitalist - Houston Methodist TMC Location: Houston Methodist Specialty Physician Group, Houston, TX TMHPO Physician HOUSTON METHODIST EXPERIENCE EXPECTATIONS PATIENT AGE GROUP(S) AND POPULATION(S) SERVED PeoplePercent_7 SERVICE ESSENTIAL FUNCTIONS QUALITY/SAFETY ESSENTIAL FUNCTIONS FINANCE ESSENTIAL FUNCTIONS GROWTH/INNOVATION ESSENTIAL FUNCTIONS OTHER RESPONSIBILITIES PS JOB EXPORT - DO NOT DELETE WORK EXPERIENCE EDUCATION LICENSES AND CERTIFICATIONS - REQUIRED LICENSES AND CERTIFICATIONS - REQUIRED - ADDITIONAL DETAILS … Check out The Daily Dose News from the Houston Methodist Community Houston Methodist Hospitals Recognized in Vizient's 2025 Quality Leadership Rankings We are honored to share that all seven of our eligible hospitals have been named top performers in the 2025 Bernard A. Birnbaum, MD, Quality Leadership Rankings by Vizient Inc., a trusted national benchmark for hospital performance. This year, five of our hospitals ranked in the top five of their … Houston Methodist Hospital named the No. 1 hospital in Texas for the 14th year by U.S. News & World Report It is that time of year when I have the privilege of sharing our U.S. News & World Report results. For 2025-26, Houston Methodist Hospital has again been recognized as an Honor Roll hospital, marking our ninth year overall and our seventh year in a row on the list. Houston … Houston Methodist Ranked #3 on Forbes America's Best Large Employers 2025 Houston Methodist is honored to announce that we have been ranked #3 on Forbes' America's Best Large Employers 2025 list, making us the top-ranked healthcare organization in the nation. This marks the sixth year we have received this prestigious recognition, a testament to our unwavering commitment to fostering a workplace … VISIT THE DAILY DOSE HOMEPAGE FOR MORE ARTICLES >>

**Worker Type:** Regular **Work Shift:** Day Shift (United States of America) Join Our Team! At Regional Health Services, we strive to create a positive, team-oriented work environment for our staff. Our professional team of clinical, administrative, and support staff work each day to better serve and care for our community. If you would like to join us on our mission, apply today! **Position Highlights** POSITION SUMMARY: Generate revenue from patient/client accounts by submitting claims to the appropriate payer. Review daily receipts and process payments to patient accounts. Communicate with insurance companies, healthcare providers, and patients in person, in writing, and by phone. Assist with other duties as assigned by the Patient Financial Services (PFS) Manager. POSITION QUALIFICATIONS: High school diploma. Knowledge of medical billing and collection practices preferred. Knowledge of Excel and email. Demonstrated ability to learn new tasks. At Avera, the way you are treated as an employee translates into the compassionate care you deliver to patients and team members. Because we consider health care a ministry, you can live out your faith, uphold the dignity and respect of all persons while not compromising high-quality services. Join us in making a positive impact on moving health forward. The policy of Avera to provide opportunities for all qualified employees or applicants without regard to disability and to provide reasonable accommodations for all employees or applicants who may be disabled. Avera is committed to ensuring compliance in accordance with the Americans with Disability Act. For assistance, please contact HR Now at ************. Additional Notices: For TTY, dial 711 Avera is an Equal Opportunity/Affirmative Action Employer: Minority/Female/Disabled/Veteran/Sexual Orientation/Gender Identity.

Worker Type: Regular Work Shift: Day Shift (United States of America) Join Our Team! At Regional Health Services, we strive to create a positive, team-oriented work environment for our staff. Our professional team of clinical, administrative, and support staff work each day to better serve and care for our community. If you would like to join us on our mission, apply today! Position Highlights POSITION SUMMARY: Generate revenue from patient/client accounts by submitting claims to the appropriate payer. Review daily receipts and process payments to patient accounts. Communicate with insurance companies, healthcare providers, and patients in person, in writing, and by phone. Assist with other duties as assigned by the Patient Financial Services (PFS) Manager. POSITION QUALIFICATIONS: High school diploma. Knowledge of medical billing and collection practices preferred. Knowledge of Excel and email. Demonstrated ability to learn new tasks.

This job posting is anticipated to remain open for 30 days, from 29-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. **We'll give you the support you need. Our team will be there every step of the way, providing:** + Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. + Salary for the first five years as you begin to build your practice² + A firm-provided branch office in the community + Branch office support to help lighten the load so you can focus on your clients + A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. **You can also expect...** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A compensation package that includes opportunities for commissions, profit sharing and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds + A culture of continuous improvement and professional development **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Compensation:** We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation (********************************************************************************* Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview **Skills/Requirements** Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. **What characteristics would make you a successful financial advisor?** + An interest in financial services/markets and how they work + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Comfortable in your ability to think critically + Passion for new opportunities **Can you see yourself...** + Learning to be a financial advisor through our comprehensive training program? + Delivering personalized investment and financial solutions to your clients? + Taking ownership of your business's growth and success? + Meeting professional and personal objectives as they relate to building your practice? + Working in and positively impacting your local community? **Skills/Requirements** **Candidates should have at least one of the four qualifications bullets listed below:** + A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry + Financial services and/or sales experience + Financial services registration, licensing, or certification + Professional and/or military career progression **Licensing:** + SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. + FINRA registrations required within three months. State insurance licenses will be required. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. \#LI-USFATA

The Senior Financial Analyst will partner with a Sr. Director and Finance Manager to support the Surgical Solutions Product Segment and Kitting Divisions' Supply Chain and Sourcing functions. This role is responsible for delivering accurate financial reporting, coordinating and consolidating forecasts and actuals across 12 divisions, enhancing financial reporting, and providing data-driven insights to senior leadership. Analyze financial results, trends and key metrics across divisions. Provide financial decision support to business partners and recommend options and solutions for improved business results Communicate drivers of P&L performance, including sales, margin, customer trends, and adjustments. Consolidate and present financial forecasts covering annual operating plans, long-range plans, and quarterly outlook guidance. Review internal financial statements (Sales, COGS, expenses) for accuracy prior to publication Identify opportunities to improve reporting processes, data analysis methodologies, and reporting tools using BI tools and visualization capabilities. (Surgical Solutions, Supply Chain and Sourcing) Support month-end and quarter-end close processes, including journal entries and variance analysis. Lead or participate in special projects and stretch assignments focused on profitability improvement and process optimization. Basic Qualifications High school diploma. At least 3 years of financial planning, reporting, and analysis experience. Advanced Microsoft Excel skills (including PowerPivot, PowerQuery, pivot tables, financial modeling). Experience working with an ERP system - SAP and Oracle experience is a plus. Preferred Qualifications Bachelor's degree in Finance, Accounting, or related field. SQL experience preferred. PowerBI experience is a plus. Medline Industries, LP, and its subsidiaries, offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization. The anticipated salary range for this position: $85,000.00 - $128,000.00 Annual The actual salary will vary based on applicant's location, education, experience, skills, and abilities. This role is bonus and/or incentive eligible. Medline will not pay less than the applicable minimum wage or salary threshold. Our benefit package includes health insurance, life and disability, 401(k) contributions, paid time off, etc., for employees working 30 or more hours per week on average. For a more comprehensive list of our benefits please click here. For roles where employees work less than 30 hours per week, benefits include 401(k) contributions as well as access to the Employee Assistance Program, Employee Resource Groups and the Employee Service Corp. We're dedicated to creating a Medline where everyone feels they belong and can grow their career. We strive to do this by seeking diversity in all forms, acting inclusively, and ensuring that people have tools and resources to perform at their best. Explore our Belonging page here. Medline Industries, LP is an equal opportunity employer. Medline evaluates qualified individuals without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, neurodivergence, protected veteran status, marital or family status, caregiver responsibilities, genetic information, or any other characteristic protected by applicable federal, state, or local laws.

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. In addition, PWM has specialized capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. The PWA is responsible for growth through internal and external sales and development of new client relationships within PWM. A team of specialists support these efforts by providing deeper knowledge in their respective areas of expertise. As a U.S. Bank representative in the community the PWA also acts as a conduit for Private Wealth Management's strategic partners in the region. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. Basic Qualifications * Bachelor's degree, or equivalent work experience * Eight or more years of experience interacting with High and Ultra High Net Worth clients Preferred Skills/Experience * Requires established network with strong relationship management, networking, and business development skills * Demonstrated success in specific client segments or verticals with developed strategic partnerships * Experience profiling clients and formulating customized strategies to address their needs * Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists * Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication * A passion for problem-solving and acting as a strategic advisor * Ability to make critical decisions independently and act as a business owner * Professional designation such as CFA or CFP is preferred If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $126,820.00 - $149,200.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

At Houston Methodist, the Financial Analyst position is responsible for maintaining and analyzing data related to the financial performance of the assigned entity, hospital(s), and/or contractual relationship. The Analyst is also responsible for compiling and reporting information as requested by Financial Accounting, Internal Audit, Revenue Cycle, their department, and entity management. Responsible for the routine analysis of data, and monthly reporting. The Financial Analyst highlights performance issues, identifies problems and researches solutions. Reports statistical information in graphical and other presentation formats. Other responsibilities may include the assistance with annual operating budgets and maintenance of monthly dashboards of key indicators and external benchmarks. FLSA STATUS Exempt QUALIFICATIONS EDUCATION * Bachelor's degree in finance, accounting, healthcare administration, business administration or related field EXPERIENCE * One year experience of financial, budget or cost accounting preferred LICENSES AND CERTIFICATIONS Required * SKILLS AND ABILITIES * Demonstrates the skills and competencies necessary to safely perform the assigned job, determined through on-going skills, competency assessments, and performance evaluations. * Sufficient proficiency in speaking, reading, and writing the English language necessary to perform the essential functions of this job, especially with regard to activities impacting patient or employee safety or security. * Ability to effectively communicate with patients, physicians, family members and co-workers in a manner consistent with a customer service focus and application of positive language principles. * Analytical thinking and creative problem solving and ability to define a variety of approraches to business problems * Understanding of business process analysis, system requirements, data modeling and functional design * Project Management skills ESSENTIAL FUNCTIONS PEOPLE ESSENTIAL FUNCTIONS * Interacts with all levels within the department, other institutional departments, and across the organization as well as outside companies to resolve problems/errors or questions regarding basic accounting reconciliation items or financial performance. * Effectively and proactively communicates with all stakeholders to resolve issues and discrepancies in a timely manner and ensures their accurate understanding of the analytics. SERVICE ESSENTIAL FUNCTIONS * Extracts actual and budget financial accounting General Ledger (G/L) data or financial data from appropriate sources to report and reconcile with appropriate leadership. Generates accurate and timely reports. * upports department management with preparation of the annual operating and capital budget. Submits invoices and follows-up with industry partners as needed. In addition, prepares necessary journal entries for coordinator effort and Principal Investigator (PI) oversight as assigned. QUALITY/SAFETY ESSENTIAL FUNCTIONS * Reviews revenue projections, budget revisions, etc., for physician practice, academic department or assigned hospital entity and department(s). * Monitors and reports key system operational indicators and alerts leadership potential performance issues. * Follows all internal audit requirements for appropriate system applications. * Utilizes/enhances tools to improve the accuracy of financial analytics and enhance revenue opportunities. FINANCE ESSENTIAL FUNCTIONS * Performs one or more of the following: • Supports the development of auditing, reporting and contract modeling tools as needed for identification and analysis of rate and/or fee schedule auditing, financial performance and contract performance as well as modeling and analysis of potential opportunities. • Maintains monthly dashboard of key indicators and external benchmarks as defined by management. Prepares and maintains revenue models. Compiles information needed for organization profit and loss statement as required. • Reviews contracts/calculates provider productivity bonuses/compensation models as appropriate. • Assists in preparation of gift, grant and contract budget proposals as needed. Assists in the oversight of department's financial files for all grants, contracts, and donor funding and verifies that all faculty, staff and research personnel are charged to the appropriate funding source via submission of a salary reallocation form as appropriate. * Utilizes resources effectively and efficiently, demonstrating financial stewardship. Manages own time effectively and prioritizes work to achieve maximum results in a timely manner. GROWTH/INNOVATION ESSENTIAL FUNCTIONS * Maintains procedures and Standards of Practice (SOP's) for reconciliation process. * Maintains working knowledge of cost accounting system, clinical trials management systems or others and their relationship to other financial and non-financial systems. Maintains working knowledge of hospital and physician compensation methodologies and affecting government regulations, as applicable. * Proactively manages own career development. Completes My Development Plan (MDP). SUPPLEMENTAL REQUIREMENTS WORK ATTIRE * Uniform: No * Scrubs: No * Business professional: Yes * Other (department approved): No ON-CALLNote that employees may be required to be on-call during emergencies (ie. Disaster, Severe Weather Events, etc) regardless of selection below. * On Call* No TRAVELTravel specifications may vary by department * May require travel within the Houston Metropolitan area No * May require travel outside Houston Metropolitan area No Company Profile: Houston Methodist Specialty Physician Group is an integral part of Houston Methodist's overall strategy to become one of the nation's leading academic medical centers. Established as a nonprofit corporation certified by the Texas State Board of Medical Examiners, the Specialty Physician Group enables physicians to maintain autonomy with respect to clinical practice while growing their practice within an academic environment. APPLY Join Our Talent Network Featured Jobs * Infection Preventionist Location: Houston Methodist Hospital, Houston, TX FLSA STATUS Exempt QUALIFICATIONS EDUCATION • Must possess one of the following: ◦ Bachelor and/or Master's degree in Nursing, Medical Technology, Microbiology, or Public Health ◦ Bachelor's degree in another related field with previous infection control experience and CIC certification EXPERIENCE Two years of experience in an acute care or … * Infection Preventionist Location: Houston Methodist Hospital, Houston, TX FLSA STATUS Exempt QUALIFICATIONS EDUCATION • Must possess one of the following: ◦ Bachelor and/or Master's degree in Nursing, Medical Technology, Microbiology, or Public Health ◦ Bachelor's degree in another related field with previous infection control experience and CIC certification EXPERIENCE Two years of experience in an acute care or … * Hospitalist - Houston Methodist TMC Location: Houston Methodist Specialty Physician Group, Houston, TX TMHPO Physician HOUSTON METHODIST EXPERIENCE EXPECTATIONS PATIENT AGE GROUP(S) AND POPULATION(S) SERVED PeoplePercent_7 SERVICE ESSENTIAL FUNCTIONS QUALITY/SAFETY ESSENTIAL FUNCTIONS FINANCE ESSENTIAL FUNCTIONS GROWTH/INNOVATION ESSENTIAL FUNCTIONS OTHER RESPONSIBILITIES PS JOB EXPORT - DO NOT DELETE WORK EXPERIENCE EDUCATION LICENSES AND CERTIFICATIONS - REQUIRED LICENSES AND CERTIFICATIONS - REQUIRED - ADDITIONAL DETAILS … Check out The Daily Dose News from the Houston Methodist Community Houston Methodist Hospitals Recognized in Vizient's 2025 Quality Leadership Rankings We are honored to share that all seven of our eligible hospitals have been named top performers in the 2025 Bernard A. Birnbaum, MD, Quality Leadership Rankings by Vizient Inc., a trusted national benchmark for hospital performance. This year, five of our hospitals ranked in the top five of their … Houston Methodist Hospital named the No. 1 hospital in Texas for the 14th year by U.S. News & World Report It is that time of year when I have the privilege of sharing our U.S. News & World Report results. For 2025-26, Houston Methodist Hospital has again been recognized as an Honor Roll hospital, marking our ninth year overall and our seventh year in a row on the list. Houston … Houston Methodist Ranked #3 on Forbes America's Best Large Employers 2025 Houston Methodist is honored to announce that we have been ranked #3 on Forbes' America's Best Large Employers 2025 list, making us the top-ranked healthcare organization in the nation. This marks the sixth year we have received this prestigious recognition, a testament to our unwavering commitment to fostering a workplace … VISIT THE DAILY DOSE HOMEPAGE FOR MORE ARTICLES >>

Worker Type: Regular Work Shift: Day Shift (United States of America) Join Our Team! At Regional Health Services, we strive to create a positive, team-oriented work environment for our staff. Our professional team of clinical, administrative, and support staff work each day to better serve and care for our community. If you would like to join us on our mission, apply today! Position Highlights POSITION SUMMARY: Generate revenue from patient/client accounts by submitting claims to the appropriate payer. Review daily receipts and process payments to patient accounts. Communicate with insurance companies, healthcare providers, and patients in person, in writing, and by phone. Assist with other duties as assigned by the Patient Financial Services (PFS) Manager. POSITION QUALIFICATIONS: High school diploma. Knowledge of medical billing and collection practices preferred. Knowledge of Excel and email. Demonstrated ability to learn new tasks.

This job posting is anticipated to remain open for 30 days, from 29-Dec-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: * Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. * Salary for the first five years as you begin to build your practice² * A firm-provided branch office in the community * Branch office support to help lighten the load so you can focus on your clients * A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect… * No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in * A compensation package that includes opportunities for commissions, profit sharing and incentive travel * The flexibility that you need to balance your personal and professional lives - the best of both worlds * A culture of continuous improvement and professional development Key Responsibilities * Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). * Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. * Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. * Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. * Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? * An interest in financial services/markets and how they work * Love of learning and challenges, including determination to succeed * Skilled in long-term relationship building * Comfortable in your ability to think critically * Passion for new opportunities Can you see yourself… * Learning to be a financial advisor through our comprehensive training program? * Delivering personalized investment and financial solutions to your clients? * Taking ownership of your business's growth and success? * Meeting professional and personal objectives as they relate to building your practice? * Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: * A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry * Financial services and/or sales experience * Financial services registration, licensing, or certification * Professional and/or military career progression Licensing: * SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. * FINRA registrations required within three months. State insurance licenses will be required. * As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000