Finance consultant jobs in South Carolina - 488 jobs

The FP&A Analyst supports strategic decision-making through financial modeling, forecasting, reporting, and data analysis. This role partners with cross-functional leaders to deliver insights that improve performance, drive financial discipline, and support long-term business objectives. Strong data skills-including SQL-are essential for success in this role. ESSENTIAL DUTIES & RESPONSIBILITIES: Financial Planning & Forecasting Support the development of the annual budget, quarterly forecasts, and long-range financial plans. Build and maintain dynamic financial models to project revenue, expenses, cash flow, and profitability. Analyze trends, business drivers, and variances to provide meaningful insights. Reporting & Analysis Prepare monthly financial reports, dashboards, and performance packages for leadership. Conduct variance analysis vs. budget, forecast, and prior periods. Use SQL queries to extract, clean, and analyze financial and operational data. Provide commentary and recommendations based on data findings. Business Partnering Collaborate with department leaders to understand operational needs and financial impacts. Provide decision support for pricing, capital investments, cost savings initiatives, and project ROI. Translate complex data into clear, actionable insights for non-finance stakeholders. Financial Modeling & Tools Build and maintain models for revenue forecasting, headcount planning, profitability analysis, and scenario modeling. Improve reporting processes through automation and SQL-driven data integrity enhancements. Partner with accounting and data teams to ensure alignment across financial systems and data sources. Ad Hoc Projects Support M&A analysis, integration, and due diligence as needed. Lead or assist with special projects including process improvements, data automation, and KPI development. EDUCATION & EXPERIENCE: Bachelor's degree in Finance, Accounting, Economics, Data Analytics, or a related field. 3-5 years of experience in FP&A, corporate finance, or a data-driven analytical role. Experience working with SQL for data extraction and analysis required. SKILLS & COMPETENCIES: Strong SQL skills (ability to write queries, joins, CTEs, and perform data validation). Advanced Excel financial modeling skills. Experience working with ERP and BI tools (Power BI). Understanding of GAAP, financial statements, and key business metrics. Excellent written and verbal communication skills. Strong attention to detail, accuracy, and analytical mindset. Ability to manage multiple priorities and thrive in a fast-paced environment. COMMUNITY: Spartanburg, SC offers a vibrant, welcoming community with a small-town feel and growing economic opportunity. Residents enjoy: Affordable cost of living and a comfortable lifestyle. Access to beautiful parks, trails, and year-round outdoor recreation. A revitalized downtown with great restaurants, local shops, and cultural events.

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

Join the company defining what it means to be an Impact Lender! Mortgages are what we do, but that doesn't define who we are. In 2008, Movement disrupted the industry with the innovative 6-7-1 mortgage process. In 2023, we pioneered again, helping launch Impact Lending - a new category of lending. Any mortgage lender that commits at least 10% of its profits to helping the neighborhoods it serves is an Impact Lender. At Movement, we are Impact Lenders. We give 40%-50% of our profits to making an impact in our communities. For us, purpose and people have always come before profit. Responsibilities: Developing and completing presentations for client and prospect meetings Managing and responding to RFP's Develop and maintain strong partnerships with the investment consultant community. Understand the preferences of the different consultants and deploy that intelligence across the firm to enable a focused sales and marketing effort and targeted product positioning. Participating in and working with the CEO to prep for client meetings - both for new business opportunities and ongoing due diligence with clients Conducting research and bringing proactive ideas to the forefront for client and prospect firms Coordinating information with CEO for meeting preparation, client agendas, discussing client issues and gathering follow-up information Building relationships with and leveraging shared resources across the affiliates to communicate and relay sales and market intelligence Provide input to business strategy/planning, working collaboratively with colleagues to enhance the client experience by communicating plans, on-going client issues, and client engagement strategies Gather information from clients and consultants and provide input to drive scalable product development strategy Qualifications: Bachelor's degree in Finance, Accounting, or related field (MBA/CPA preferred). Proven experience as a investment professional or in a similar investment leadership role. Deep knowledge of financial planning, analysis, and investment management. A strong understanding of the conservative movement, government pensions, and investments is a plus. Excellent leadership and communication skills. Strategic thinker with a track record of driving financial growth. Ability to thrive in a dynamic and innovative environment. The expected salary range for this position is between: $59,900.00 - $123,400.00 The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law. We also offer a benefits package that includes: Competitive pay Benefits Offered: Medical, Dental, Vision, Life, Disability, Critical Care, Hospitalization, HSA, FSA, DCFSA and QTE Retirement plan: 401(k) and Roth Paid Time Off: 16 days front loaded. Prorated based on the start date month 11.5 paid holidays per year Employee assistance program Excellent career growth opportunity Fun, team-focused working environment Employee driven community outreach program Relocation packages available The application window is anticipated to close on: March 10, 2025 We're definitely not your average mortgage company. When you're ready to grow your career AND your impact, we're ready for you. We're also one of the nation's top lenders and are redefining corporate culture. We work hard, we have fun, we invest in our people and we make a difference. Sound like a plan? Good. Learn more at *****************

About You: Are you looking for an opportunity to impact your community, help build a legacy for yourself and your clients, and find the independence and flexibility you seek without being alone? As an Investment Advisor Representative (IAR) supported by The Pelora Group, you'll be part of a community of professionals that help will help you determine your purpose, execute your vision, and build your business. You will be a great partner for The Pelora Group if: You're working in financial services and want to take your practice to the next level You place a high value on relationships and your client's experience Have alignment with our firm's core values of Balance, Growth, Authenticity, Conviction, and Stewardship You appreciate the differences in everyone's situation and have the desire to learn what success means to each client and family that you serve. You thrive on expanding personal knowledge and skills through ongoing professional development You have a strong desire to make a positive impact on your community both professionally and personally You love meeting new people and building a network You are self-motivated and will work determinedly to achieve your vision of success The Pelora Group will be a great partner for you if: You desire to join a community of professionals who are as passionate about your success as you are You value collaboration and localized expert resources You appreciate the idea of being independent but not alone while building and scaling your business. You enjoy the idea of partnering with a team that will help you navigate change, enhance productivity and come alongside you to help you achieve your goals. You would love to build lifelong relationships with other financial professionals and staff through company trips, events, team building and shared experiences. Requirements: FINRA licensed series 7/66 preferred Life & Health Licensed #LI-MMC1

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

Job Description Stone Press Financial Group is looking to align with an Experienced Financial Advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial strategy. To excel in this tightly regulated role, you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market. Additionally, through our CPA Advantage program we thrive by fostering mutually beneficial relationships between financial professionals and CPAs. Responsibilities: Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial strategy. Answering client questions about financial strategies and giving financial advice. Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives. Review client accounts and strategies on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan. Analyzing financial data received from clients to develop strategies for meeting clients' financial goals. Resilience and humility. Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients. Implementing financial strategies or referring clients to professionals who can help them. Managing and updating client portfolios. Contacting clients regularly to discover changes in their financial status. Building and maintaining your client base. Requirements: Bachelor's degree in business, finance, or related field. 3+ years of sales experience. Must have current FINRA Series 6 and 63 or 7 and 66 Securities Registration (65 a plus). Life and health license. Valid drivers license. Knowledge of mutual funds, securities, and insurance industries. Proficient in Word, Excel, Outlook, and PowerPoint. Comfortable using a computer for various tasks. Experience providing quality financial advice. Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, 1515 Mockingbird Lane, Suite 800, Charlotte, NC 28209, **************. Stone Press Financial Group is independent of ESI. In CO, MO, NH and WI, ESI operates as Vermont Equity Services, Inc. TC138878(0124) Powered by JazzHR 6XPrzLdiFy

We are looking for a full-time Financial Advisor to join our team in Charleston, SC. The ideal candidate will have a strong understanding of wealth management and financial planning, as well as experience working with clients to help them achieve their financial goals. About the Firm: Independent Wealth Management team with a focus on holistic financial planning, portfolio management, 401(k) advisory and institutional portfolio management. Benefit from the ability to build and manage your own book of business while having a young but experienced group of financial professionals to collaborate with and share ideas. Turn key solution, branding, website, administration, compliance all a part of the package Operate underneath the Roadstead Capital brand but have the backing of two of the largest investment companies in Fidelity and Osaic Wealth for custody and compliance. Competitive payout and significant sign-on bonus potential for advisors with existing books of business. Responsibilities of the position include: Providing financial advice to clients Developing and implementing financial plans Managing client assets Providing ongoing support to clients Qualifications for the position include: Bachelor's degree in finance or a related field CFP certification preferred 5+ years of experience in the financial services industry Strong communication and interpersonal skills Ability to work independently and as part of a team For more information contact : Ben Dollar The Provider Finder ************* *************************

Primary Office Location:151 Meeting Street Suite 100. Charleston, South Carolina. 29401.Join our team. Make a difference - for us and for your future. Financial Advisor Business Unit: WM - FNIS Reports to: Varies Based on Assignment Position Overview: This position is primarily responsible for supporting the Bank's business plan and established goals through customary activity including outside calls to current and potential customers. The incumbent provides the highest quality service to every customer. Primary Responsibilities: Manages and services existing clients and Bank customers and builds stronger existing customer relationships by learning customers' individual financial needs and supplying the appropriate product. Actively pursues the acquisition of new clients from both internal referrals and external sources selling various investment products. Identifies potential sales opportunities and acts upon them by initiating an Investment product with the customer or referring the customer to another line of business such as Trust, Insurance or loans. Identifies opportunities for Associate Financial Advisors to have additional training in customer profiling, sales skills or meeting goals. Demonstrates knowledge in all disciplines within Wealth Management and cross-refers customers and prospects and Retail bank products to Retail. Maintains all client files, completes all required Continuing Education (CE) and Financial Industry Regulatory Authority (FINRA) licensing. Reviews the work of licensed bankers for accuracy, completeness and compliance with government regulations attached to the various licenses they hold. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Life/Health and FINRA Series 7 and 63 & 65 or S66. Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Job Description Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed. What You Will Receive: Flexible schedule with remote and in-person work options. Full benefits package: health, dental, vision, 401(k), pension, and life insurance. Training stipend and performance-based bonuses. Company-sponsored travel and professional development programs. Sponsorship for required licenses and continuing education. We can only consider applicants authorized to work in the United States. Compensation: $100,000 at plan Responsibilities: Attend virtual and in-person training to enhance financial expertise. Leverage company-provided marketing tools and industry resources. Work within a hybrid model, attending in-person meetings and training sessions as required. Engage in structured coaching, mentorship, and training programs. Maintain compliance with industry regulations and licensing requirements. Qualifications: Self-motivated, coachable, and driven to succeed. No prior financial experience is required, and comprehensive training is included. Competitive mindset with a history of leadership or achievement. Excellent communication and relationship-building abilities. Must be authorized to work in the US. About Company Hudnall Capital Advisors helps the needs of Individuals, Families, and Businesses with our planning in: Investment Management, Retirement Planning, Tax Mitigation Strategies, Income Protection, Life Insurance, and Legacy Planning. We can be different by doing the right thing! Benefits Included: Agent Retirement Plan, Agent Health Care

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

Senior Equity Analyst Join our firm! Our firm values your skills, your growth is encouraged, and your work truly makes a difference! If you thrive in a professional yet welcoming environment and want to be part of a boutique, employee-owned wealth management firm with a 40-year track record of success, this is your moment! Why You'll Love This Role You will help us grow! This position will focus on identifying investments based on DAC's proprietary investment screens and performing fundamental research across several industries. Our disciplined investment process begins with bottom-up fundamentals and requires due diligence of industry and company-specific trends, company financial analysis, modeling, and valuation work. The Senior Analyst will then use this research to make specific investment recommendations for the client and institutional portfolios managed by DAC. What You'll Do • Learn and adopt DAC's dividend growth investment philosophy while embracing DAC's team-based culture, which supports an environment of mutual respect and shared rewards. • Monitor DAC's existing equity investments, including posting quarterly earnings notes, maintaining price targets, and communicating current investment recommendations to Private Client and Institutional Asset Management teams. • Screen DAC's investment universe to identify new opportunities within DAC's defined investment universe. • Conduct a thorough fundamental analysis of a company's business and financial position, including cash flow assessment and dividend sustainability, balance sheet and income statement evaluation, and be able to draw insightful conclusions from their analysis. • Responsible for all aspects of DAC's fundamental research process, including company research, setting up remote and in-person meetings with company management, writing company or industry research reports, developing detailed valuation analyses, and modeling financial projections. • Monitor market conditions and evaluate current economic and investment trends. • Communicate investment opportunities within DAC verbally and through written research reports. • Contribute to DAC's client and institutional model portfolios as well as separate account non-model portfolios. • Perform other duties as assigned by the Chief Investment Officer • Be accountable and responsible for adhering to DAC's Core Values: Know Your Stuff, Devoted to Excellence, Serve With Integrity and Humility, Be Real and Transparent. Qualifications • Bachelor's degree and completion or progress toward CFA Level III are required; an advanced degree in Finance or Accounting is a plus • Minimum of 5 years of relevant experience (public or private equity investing) • Strong understanding of finance and accounting • Proficient with financial modeling and discounted cash flow analysis • Proficient in Word, Excel, and PowerPoint • Working knowledge of FactSet and/or Bloomberg • Strong communication skills, both written and verbal • Flexible and team-oriented, with the ability to pivot from one task to another with minimal supervision • Self-motivated and entrepreneurial, with a demonstrated passion for investing • Intellectual curiosity with an ability to engage in thoughtful debates over the merits of an investment. Dividend Assets Capital offers a comprehensive benefits package to support your health, wealth, and overall well-being.

. This position is based at our North Charleston, SC campus location. Transform your Career at ECPI University Since 1966, ECPI University's employees have been dedicated to helping students achieve their academic and career goals through our unique education model. Our culture is to prioritize our students' success through the support of our dynamic team and industry focused curriculum. ECPI University provides a stable work environment, with professional growth opportunities, and competitive benefits. If you are interested in joining us in making a difference in students' lives, we would love to hear from you to discuss the opportunity. Benefits of Employment ECPI University provides comprehensive benefits, some of which are highlighted below: * Tuition scholarship program available to employees and their immediate family members after 90 days of employment * Competitive compensation and medical/dental benefit plans * 401(k) participation with possible employer contributions Responsibilities * Advises students about methods to pay for their education, financial aid eligibility, application procedures, financial assistance programs, costs, indebtedness, money management and financial planning; individualizes information to the particular needs and situation of the student. * Collects and/or analyzes financial data on students to determine financial aid eligibility and makes awards within federal, donor and/or institutional guidelines. * Evaluates unusual/mitigating circumstance documentation or information provided by the student; exercises judgment by making adjustments or revisions to costs, contribution, need or dependency status as exceptions to the prescribed process. * Answers questions, inquiries or requests from students, parents, or guardians in person or in writing regarding financial aid programs and eligibility. * Analyzes system generated reports such as grades and enrollment status or award status to verify continued compliance and eligibility of students receiving aid under federal and institutional guidelines; notify students of changes in eligibility of awards and alternatives to amend the situation. * Interfaces with students and lenders, employers and/or Student Services staff to resolve concerns. Qualifications Education/Experience * Bachelor's degree preferred. * 2-3 years of related experience. * Any equivalent combination of education, experience, and/or training. Skills/Abilities * Proficiency in Microsoft Office * Proficiency in CampusVue Student database, preferred. * Utilizing AI tools preferred * Well-developed oral and written communication skills. * Excellent organizational and analytical skills. * Ability to quickly master new methodologies, technologies and systems. * Ability to handle a high pressure environment with significant timeline pressures. * Able to interact with employees, potential students and outside contacts of all levels, providing excellent customer service. * Ability to work independently and with a team as well as with various constituents. ECPI University is proud to be an Equal Opportunity Employer.

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

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Schedule: • Monday - Fridays and rotating Saturdays Required Qualifications: • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging all clients. • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. • Likes to learn, adapts to new information and seeks the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: • Strong computer skills with an ability to multitask in a demanding environment. • At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40

Job Description Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today! Compensation: $80,000+ OTE Responsibilities: Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives Compile each client's financial information to determine financial goals, financial status, cash flow, and financial expectations Create customized financial plans suitable for each client based on potential life changes and changing financial needs Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products Qualifications: Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred Knowledge of the financial industry, financial products, best practices, and tax regulations is desired Bachelor's degree in business administration, finance, or related field is required Excellent math skills, relationship skills, communication skills, and customer service skills are crucial Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required Bachelor's Degree a must, sales experience and/or financial internships a plus. A business mindset: You are motivated by the chance to help prospective clients while focusing on personal growth. You are personable and caring, with a natural ability to connect and communicate with others. Enthusiastic, high energy, and positive attitude. Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously. Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team. Must have excellent communication and interpersonal skills. Quick learner who is comfortable in a fast-paced, dynamic environment. About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.

At Grow Financial Federal Credit Union, we believe in service - to our 300,000 members, 600 team members and local communities. We're not just your average bank. We're a credit union, owned by our members and dedicated to serving people, not profit. We know that happy, engaged people provide the best service, so we live by our mantra: Be Bold. Be Great. Have Fun. Consistently named a Top Workplace by the Tampa Bay Times among multiple national awards we strive to develop a diverse, collaborative culture where you can grow personally and professionally. Our “work from where you do your best work” strategy provides flexibility to our team members - who currently reside across the U.S. - with a variety of remote, hybrid and in-person roles. We enjoy plenty of opportunities to stay connected through video collaboration, digital tools, community service initiatives and numerous activities. Whether you thrive in a remote setting, prefer the energy of in-person collaboration or seek a balance between the two, you'll find your fit here. Join us as we seek to make things grow - people, communities, money and dreams. Grow Financial is headquartered in Tampa, FL. For remote roles, candidates must be located in the following states: AL, AZ, AR, DE, FL, GA, ID, IN, IA, KS, KY, LA, MS, MO, MT, NE, NH, NC, ND, OH, OK, PA, SC, SD, TN, TX, UT, VA, WV, WI, WY. Some of our Benefits/Perks: Medical/Dental/Vision Insurance Employee discount on loans Team members qualify for a discount on consumer loans. Professional Development Reimbursement of up to $5,250 per year for full-time team members. Paid Time Off 15 days/year & over 10 Paid Holidays Paid Volunteer Days Grow provides two bi-annual paid volunteer days to all team members. Retirement Benefits (401K) Grow matches up to 8% for team members. Growth Potential In-house training department dedicated to helping our team members reach their maximum potential. Responsibilities Responsible for working with members of the credit union to help them with their financial planning needs. This includes retirement planning, income planning, cash flow management, protection strategies, tax planning, and estate planning. Works with store associates to develop a referral strategy so that the Retirement & Investment Services offered by the credit union are made known to the members. Qualifications Required Skills/Experience: Bachelor of Arts/Science degree in Finance, Business or related field from an accredited university required. Minimum 2 years of revenue- generating financial sales experience required. Series 7, 66, or (63 and 65) securities licenses required. Florida Life, Accident and Health Insurance License required. Related customer service experience preferred. CFP , ChFC , CRPC , JD, CPA or similar designation currently held or actively pursuing strongly preferred. Ability to communicate successfully and in a professional manner with clients, above average math aptitude, excellent oral and written communication skills, excellent decision making and problem-solving skills, superior amount of computer literacy and proofreading capabilities. Physical Demands: Must be able to sit for extended periods of time. Must be able to read, write, speak and type English. Must be able to hear and use a telephone. Use of computer requires repetitive keystrokes. Work Environment: Preferred candidates will reside in Columbia or Charleston, SC, or within the surrounding region between these two cities. This is a hybrid opportunity-You'll thrive in the energetic environment of our retail stores, with the option to work remote on occasion. Apply online now! An Equal Opportunity Employer Minorities/Females/Veteran/Disabled

Hours: 40 Pay Details: $68,640 - $102,960 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. Depth & Scope: * Experience selling investments and providing financial plans * Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth * Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents * Ability to partner and promote lead generation * Manages goals, prioritizes tasks and comfortable working in a fast paced environment * Ensures all new & existing clients are provided with a planning experience * Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts * Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed * Implements and executes a differentiated service model/experience for TD Wealth clients * Meets quarterly and annual sales goals * Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience * Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners * Executes in thorough manner that is compliant with regulations, policies and procedures * Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) * Ensures all Continuing Education requirements are attained * Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures * Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures * Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed * Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team * Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff * Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm * Represents TD Wealth to the general public in a professional manner * Is involved in the community and support TDBG charity and community initiatives Education & Experience: * Bachelor's degree strongly preferred * 2+ years of providing advice, planning and investment sales * SIE, Series 7, Series 63 required * Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals * Advanced understanding of wealth products and services * Strong verbal and written communication skills * Strong organizational and time management skills * Ability to travel within assigned market to meet prospects, clients and partners five days a week * Ability to commute within assigned territory * Strong understanding of wealth management business development techniques * Strong understanding and experience interacting with retail and small business banking clients * Consultative sales experience required * Demonstrated ability to establish relationships and partner effectively with other departments * Proven ability to achieve sales goals Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs. Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Job Description Thorough understanding of cost input sources and Basis of Estimates Understands the basic concept of EVMS. Responsible for on-contract growth pricing Possess in-depth knowledge of budgeting, forecasting, analysis and reporting cycle, to include experience in EAC, variance and trend analysis Analyze and validate project costs and project performance status Perform moderately complex accounting and analytical tasks; including transaction processing, account reconciliation, analysis and reporting Develop corporate monthly, annual, and 5-year revenue and operating income forecasts using historical and trend analysis Coordinate program level PM Reviews. Prepare and publish program metrics and reports Possess general knowledge of contract management procedures and contract processes and support process improvement initiatives Knowledge and application of FAR, CAS, and government accounting Reconcile monthly and cumulative cost and performance data Import/reconcile monthly budgets and forecasts Develop presentations and metrics for internal and external customers, and maintain a high level of customer focus Possess excellent written, verbal and interpersonal communication skills, along with ability to handle conflicting priorities among work groups Capable of a high level of accuracy, attention to detail and high level of accountability Ability to identify, diagnose, and resolve complex problems independently within a fixed period of time. Perform all other duties as assigned. Qualifications Bachelor's Degree in Business, Engineering, Finance, Accounting or related field and 1-2 years of applicable experience. Six Sigma/ Greenbelt certification desired Experience with Indefinite Delivery Indefinite Quantity (IDIQ) government contracts is preferred Experience with Cobra desired Experience with Deltek accounting software (Costpoint, COGNOS) is a plus Proficient in MS Office suites: Excel, PowerPoint, Word. Advanced Excel skills are required Ability to get a clearance Additional Information To know more about this position, please contact: Vishwas Jaggi ************ ******************************

Primary Office Location: 151 Meeting Street Suite 100. Charleston, South Carolina. 29401. Join our team. Make a difference - for us and for your future. Financial Advisor Business Unit: WM - FNIS Reports to: Varies Based on Assignment This position is primarily responsible for supporting the Bank's business plan and established goals through customary activity including outside calls to current and potential customers. The incumbent provides the highest quality service to every customer. Primary Responsibilities: Manages and services existing clients and Bank customers and builds stronger existing customer relationships by learning customers' individual financial needs and supplying the appropriate product. Actively pursues the acquisition of new clients from both internal referrals and external sources selling various investment products. Identifies potential sales opportunities and acts upon them by initiating an Investment product with the customer or referring the customer to another line of business such as Trust, Insurance or loans. Identifies opportunities for Associate Financial Advisors to have additional training in customer profiling, sales skills or meeting goals. Demonstrates knowledge in all disciplines within Wealth Management and cross-refers customers and prospects and Retail bank products to Retail. Maintains all client files, completes all required Continuing Education (CE) and Financial Industry Regulatory Authority (FINRA) licensing. Reviews the work of licensed bankers for accuracy, completeness and compliance with government regulations attached to the various licenses they hold. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Life/Health and FINRA Series 7 and 63 & 65 or S66. Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.