Finance internship jobs in Hialeah, FL - 658 jobs

Applies only to Emergency Department and BOS Digital Registration. Responsible for completing varied duties to support the revenue cycle, compliance, and patient experience by accurately and efficiently completing tasks in areas of registration, financial screening, verification, and patient throughput. This incumbent will be responsible for meeting individual collection goals. Maintains a close working relationship with all members of the clinical team to ensure a seamless and positive experience for both patients and caregivers. This incumbent is considered essential staff and must be able to work as needed on weekends, holidays, and during disastrous events. This position may require deployment of legal, ethical and compliance related documents that must be presented and thoroughly explained to the patient at the time of registration. Practices the Baptist Health philosophy of service excellence in providing professional, compassionate and friendly service to patients of all ages, families, employees, physicians and community members. Degrees: * High School, Certificate of completion, GED, Training, Experience. Additional Qualifications: Associates Degree preferred. Complete and pass the Patient Access training course. Ability to work in a fast-paced public health setting or Revenue Cycle setting with demonstrated experience in payment collection, such as billing, sales, and collection/Customer Service. In lieu of degree and/or experience, a highly motivated individual that has the ability to satisfactorily demonstrate and/or role play required skills in a professional manner with a clear and convincing ability to excel in the role. Ability to perform basic mathematical calculations. Detail oriented, organized, team player, compassionate, excellent customer service and interpersonal communication skills . Ability to multitask and have an agile mindset. Desired: Knowledge of healthcare regulatory guidelines to include, but not limited to, HIPAA, AHCA, EMTALA, etc. Understanding of insurance contracts, collections, authorizations and pre-certifications, Microsoft Office products, and EMR applications, etc. Knowledge of medical terminology. Bilingual English, Spanish/Creole. Minimum Required Experience: Less than 1 year

Founded in 1992, The Mullings Group has built a reputation for delivering outcomes across executive search, media & marketing, and advisory services. Our search team has over 100+ years of combined tenure at TMG, a rare indicator of consistency, commitment, and success. Headquartered in Delray Beach, FL with offices across the U.S., Canada, the UK, Israel, and APAC, we serve organizations from emerging startups to high growth organizations across multiple industries, navigating critical talent, brand, and business decisions. In this internship, you will support all aspects of the organization, providing exposure to business development, search and recruitment, accounting, and marketing. You will be working closely with our team to conduct research, capture data, and contribute to actual searches for executives around the world across key functions including Finance (stock options, IPOs, M&A), Economics (global compensation analysis), Engineering/Manufacturing (R&D, Operations), Accounting (budgeting, forecasting), Sales (revenue growth), and Marketing (product commercialization). We are looking for someone a dedicated problem solver who can think creatively. Someone who is proactive and willing to assist with a variety of opportunities to partner with our team. This opportunity will develop business acumen and real world problem solving skills. This is an onsite position beginning in February 2026. You must be able to reliably commute to the Delray Beach office for your hours. Responsibilities: Conduct research related to client companies as needed Support the collection and maintenance of data across multiple departments Assist with the tracking of the search process in support of the recruitment departments Learn about multiple medical procedures and technologies Develop an understanding of how a company is built Complete tasks assigned by varies departments across the organization Qualifications: College student or recent graduate Eager to learn and work with various departments in the company Excellent verbal and written communication skills Proficiency in Microsoft Office & Google Suite An understanding of LinkedIn is highly preferred Ability to multitask Copes well under pressure Persistence Ability to work onsite in our Delray Beach, FL office

Benefits Information Full-time employees will enjoy a competitive benefits package with options for you and your family including: * Paid Time Off * Paid Holidays * 401(k) Matching * Health Insurance * Vision Insurance * Life Insurance * Health Savings Account * Tuition Reimbursement * Employee Discount * Reduced Tuition Rates * Disability Insurance * Employee Assistance Program * 401(k) * Pet Insurance * Dental Insurance * Paid Training * Flexible Spending Account The compensation and benefits information is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, with or without notice, subject to applicable law. Equal Opportunity Employer Overview Are you looking for a career you can feel good about? We hire only those that strive to do their best. By joining our family, you'll receive the honor and recognition that comes with working for the industry's global leader in evidenced based rehabilitation. Who We Are: GEO provides complementary, turnkey solutions for numerous government partners worldwide across a spectrum of diversified correctional and community reentry services. From the development of state-of-the-art facilities and the provision of management services and evidence-based rehabilitation to the post-release reintegration and supervision of individuals in the community, GEO offers fully diversified, cost-effective services that deliver enhanced quality and improved outcomes. Why Work for GEO: We believe that work is more than a place you go to every day. It is about being inspired and motivated to achieve extraordinary things. Employee benefits play an important role in making The GEO Group a great place to work. At GEO, we believe in the three pillars of employee wellbeing: physical, emotional, and financial. With comprehensive benefits and competitive wages, we trust that you will find all the resources you need here to be successful. Responsibilities Summary: The Financial Analyst has primary role in the initial development and preparation of pricing models for local, state, and federal business opportunities. Additional responsibilities include working on contract funding requests, equitable adjustments, financial analysis, and research. It also prepares reports and analysis for senior management. Primary Duties and Responsibilities: The Financial Analyst researches local and historical financial data and develops cost estimates for pricing projects. Coordinates with subject matter experts across the company to ensure requests are received and included in draft pricings. Works with Contracts to review and finalize Requests for Equitable Adjustments (REA). In conjunction with the Client Relations team, works on the development of presentations containing financial information for both internal and external use. Prepares and maintains the overhead model that supports the allocation of allowable overhead costs to pricings. Following contract activation/implementation, reviews actual facility performance against pricing and identifies material differences between actual results and estimates. Performs other duties and ad-hoc analysis on an as needed basis. Qualifications Minimum Requirements: Bachelor's degree in Finance. MBA or Master's degree is preferred. CFA candidates are also preferred. One to two years of financial analysis experience or relevant education experience. Strong analytical and organizational skills are also required. Familiarity with financial statements and standard financial concepts. Exceptional skills in utilizing appropriate software applications to conduct financial analyses including Hyperion, Essbase and Microsoft Office preferred. Must be able to communicate effectively through verbal and written communication. Must be able to work independently while meeting internal schedules and deadlines. Ability to work with computers and the necessary software typically used by the department. The GEO Group, Inc.

About the role All of our employees are expected to uphold Barry's community and culture standards, and live the Company's mission, vision, and values daily. As a Barry's Summer Scholar, you represent the Barry's brand within the studio and throughout the fitness community. We are looking for hard working, determined, and self-motivated candidates with solid communication, time management, and interpersonal skills. We seek candidates who act professionally and have strong organizational skills with the ability to multi-task in fast-paced environment. We are seeking a highly motivated and detail-oriented intern to join our team. The Data Analyst intern will be responsible for diving into our databases, extracting client lists, and performing thorough data validation and cleanup. This role is ideal for someone passionate about data management and looking to gain hands-on experience with a variety of tools and functions. What you'll do Extract client data from a central database using SQL queries Perform data validation and cleanup to ensure accuracy and consistency Develop and implement Python scripts for automating data extraction Validate reports and dashboards to ensure accurate reporting Work with Snowflake and PostgreSQL databases to manage and organize data effectively Collaborate with the team to identify and resolve data inconsistencies and quality issues Assist in creating documentation for data management processes Qualifications Currently enrolled in college, graduating in 2026, with a degree in Computer Science, Information Technology, Data Science, or a related field. Proficiency in SQL and Python programming languages. Experience working with Snowflake and PostgreSQL databases. Strong understanding of database structures, principles, and practices. Excellent problem-solving skills and attention to detail. Ability to work independently and collaboratively in a team environment. Effective communication skills, both written and verbal. Familiarity with data visualization tools, like Tableau. Experience in data analysis and reporting. Knowledge of additional programming languages or database systems.

Dates: June 1 - August 7, 2026 Pay: $20/hour | Full-Time Build Real Corporate Finance Experience The IMPACT Corporate Finance Internship Program at Guardian Dentistry Partners (GDP) is a 10-week, hands-on experience designed for students who want real exposure to FP&A, M&A, and strategic finance inside a private equity-backed organization. This is not a shadowing internship. You'll work on live projects, partner with senior leaders, and develop the technical and professional skills needed to launch a career in corporate finance. What You'll Do Support financial analysis, forecasting, and performance reporting Build and streamline Excel-based financial models and tools Create executive-ready presentations for strategic initiatives Contribute to operational and financial decision-making Gain exposure to M&A, valuation concepts, and PE-backed reporting What You'll Learn How finance operates in a high-growth, private equity-backed company FP&A fundamentals, modeling, and data storytelling Executive communication and presentation skills Leadership development, emotional intelligence (DISC), and career readiness Capstone Experience Wrap up the program with a capstone presentation where you'll present insights on a strategic topic such as financial performance, cost optimization, AI in healthcare, or future growth opportunities-showcasing your analysis, thinking, and professional growth. Who Should Apply Rising juniors or seniors Majors in Finance, Accounting, or Economics preferred Strong analytical, communication, and problem-solving skills Working knowledge of Excel and PowerPoint Genuine interest in corporate finance, M&A, or private equity Program Highlights $20/hour, full-time paid internship 10 weeks of hands-on finance experience Wall Street Prep training Executive mentorship and leadership AMAs Resume and interview preparation How to Apply 📩 Email your resume to ************************************** FLSA Status: Non-Exempt We are an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), sexual orientation, gender identity or expression, national origin, age, genetic information, protected veteran status, disability status or other legally protected status. We will make reasonable accommodations for qualified individuals with disabilities unless doing so would result in an undue hardship. Completion of this form is voluntary and will only be used to report on candidate demographics. Nothing contained in this form will be accessible or used in hiring or other employment decisions. Information provided will be recorded and maintained in a confidential file for reporting purposes only.

Dates: June 1 - August 7, 2026 Pay: $20/hour | Full-Time Build Real Corporate Finance Experience The IMPACT Corporate Finance Internship Program at Guardian Dentistry Partners (GDP) is a 10-week, hands-on experience designed for students who want real exposure to FP&A, M&A, and strategic finance inside a private equity-backed organization. This is not a shadowing internship. You'll work on live projects, partner with senior leaders, and develop the technical and professional skills needed to launch a career in corporate finance. What You'll Do Support financial analysis, forecasting, and performance reporting Build and streamline Excel-based financial models and tools Create executive-ready presentations for strategic initiatives Contribute to operational and financial decision-making Gain exposure to M&A, valuation concepts, and PE-backed reporting What You'll Learn How finance operates in a high-growth, private equity-backed company FP&A fundamentals, modeling, and data storytelling Executive communication and presentation skills Leadership development, emotional intelligence (DISC), and career readiness Capstone Experience Wrap up the program with a capstone presentation where you'll present insights on a strategic topic such as financial performance, cost optimization, AI in healthcare, or future growth opportunities-showcasing your analysis, thinking, and professional growth. Who Should Apply Rising juniors or seniors Majors in Finance, Accounting, or Economics preferred Strong analytical, communication, and problem-solving skills Working knowledge of Excel and PowerPoint Genuine interest in corporate finance, M&A, or private equity Program Highlights $20/hour, full-time paid internship 10 weeks of hands-on finance experience Wall Street Prep training Executive mentorship and leadership AMAs Resume and interview preparation How to Apply 📩 Email your resume to ************************************** FLSA Status: Non-Exempt We are an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), sexual orientation, gender identity or expression, national origin, age, genetic information, protected veteran status, disability status or other legally protected status. We will make reasonable accommodations for qualified individuals with disabilities unless doing so would result in an undue hardship. Completion of this form is voluntary and will only be used to report on candidate demographics. Nothing contained in this form will be accessible or used in hiring or other employment decisions. Information provided will be recorded and maintained in a confidential file for reporting purposes only.

About Us: Coastal Wealth is a leading financial services firm dedicated to empowering clients to achieve their financial goals. With a commitment to integrity, innovation, and personalized service, we foster a collaborative environment that nurtures professional growth and success. The Opportunity: As a Financial Advisor at Coastal Wealth, you will play a pivotal role in shaping clients' financial futures. This entry-level position offers a unique opportunity to develop core skills in financial planning and investment strategies while being part of a dynamic team that makes a real difference in people's lives. Job Responsibilities: Assist clients in defining their financial goals and creating tailored investment plans. Conduct thorough financial assessments to recommend appropriate products and services. Develop and maintain strong client relationships through exceptional customer service. Stay informed on market trends and investment strategies to provide informed advice. Participate in ongoing training and professional development to enhance your expertise. Desired Qualifications: Bachelor's degree in Finance, Business, Economics, or related field. Strong analytical skills and attention to detail. Excellent communication and interpersonal skills. Ability to build and maintain client relationships. Motivated and eager to learn about the financial services industry. Nice-to-Haves: Pursuit of relevant finance certifications (e.g., CFP, CFA) is a plus. Prior experience in customer service or sales is advantageous. Familiarity with financial planning software and tools. Basic understanding of investment products and financial markets. Community involvement or volunteer experience in finance-related initiatives.

JobID: 210693574 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $38.46-$38.46; Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46 Join JPMorganChase's Commercial & Specialized Industries (C&SI) group, serving diverse entities with revenues from $20 million to $2 billion. This role offers direct client work in banking, treasury, and credit, alongside strategic projects to enhance your skills. Benefit from comprehensive training, mentorship, and engagement with senior leaders to kickstart your financial services career, with options for a diversified experience or a focused track in Capital & Advisory Solutions in major cities like Chicago, Houston, and New York. Analysts will gain expertise in financial modeling, credit analysis, and client interactions within a collaborative team environment. How we're organized: As a Summer Analyst within the Commercial & Specialized Industries team, you will hone your skills in financial modeling, credit analysis, and client engagement in a collaborative environment. You have the option to choose between two program tracks: * A diversified experience across various teams and functions, where you will work with regional groups and industry segments such as Agribusiness, Life Sciences, and Technology. * A focused program in Capital & Advisory Solutions, offering exposure to Asset Based Lending, Mid-Cap Financial Sponsors Group, and Syndicated Finance teams, where you will engage in complex financing and analytics. You will prepare client-facing materials, including pitchbooks and marketing decks, and participate in the origination, structuring, and marketing of loan syndication. Syndicated Finance Group Locations: Chicago, Houston Syndicated Finance Group Analysts support the origination, structuring, pricing, negotiation, and distribution of loan syndications for Middle Market and Commercial Real Estate clients in North America by collaborating on debt transactions-including financial modeling, cash flow analysis, term sheet development, credit and capital market presentations-preparing offering and marketing materials for investors, and working with credit professionals on transaction legal documentation. Asset Based Lending Locations: New York, Chicago, Los Angeles, Irvine, Atlanta, Dallas As an Analyst in the ABL group, you will learn credit analysis fundamentals and work with experienced teams on structuring and managing financing solutions, gaining exposure to industry-leading credit, origination, and syndication teams that cover a broad spectrum of industries, contribute to the Commercial Bank's loan portfolio with approximately $44 billion of credit exposure and over 1,000 clients, receive training in lending based on both collateral value and cash flows, and ultimately develop into a specialist with broad credit skills and industry experience. Financial Sponsors Group Locations: New York, Chicago, Los Angeles FSG Analysts develop deal-related and client-facing materials-including pitchbooks and marketing decks-conduct financial analysis in partnership with Credit, Commercial Banking, and Investment Banking teams, participate in client calls for both relationship management and deal execution, and collaborate with C&SI Bankers, Credit Officers, and Product Partners to deliver financing solutions and strategic advisory across Commercial and Investment Banking divisions. In all tracks, Summer Analysts supporting our regional groups will work with C&SI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory. Job Responsibilities: Our Summer Analyst Program will provide you with an introduction to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the internship program, you may receive an offer of full-time employment in our 2.5 year, full-time C&SI Analyst Program. You'll make an impact by: * Working on financial models to support financing transactions * Preparing marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) * Learning how to identify treasury product solutions to benefit clients' long-term planning * Collaborate with deal teams regarding business development strategy, including the identification of potential prospects * Developing an understanding of the full breadth of J.P. Morgan products and service offerings * Conducting client and prospect research to support business development efforts Locations we hire for C&SI - Diversified Track: * Atlanta * Austin * Birmingham (Detroit Metro Area) * Boston * Charlotte * Chicago * Dallas * Denver * Houston * Indianapolis * Irvine * Los Angeles * Miami * Nashville * New York City * Philadelphia * Phoenix * San Francisco * Seattle * Washington D.C. Locations we hire for C&SI - Capital & Advisory Solutions Track: * Atlanta * Chicago * Dallas * Houston * Los Angeles * New York City Who We Are Seeking: We are looking for individuals who have an interest in corporate banking and enjoy working with people, building relationships, and providing best-in-class customer experience. Required qualifications, capabilities and skills: * Exceptional verbal and written communication skills * Excellent problem solving and critical thinking skills * Strong attention to detail * Ability to thrive in a fast-paced, collaborative work environment * Pursing a bachelor's degree with an expected graduation date between December 2027 and June 2028 * Candidates must be authorized to work permanently in the U.S. Preferred Qualifications: * Coursework in business, finance, or accounting a plus * Minimum cumulative GPA of 3.2 on a 4.0 scale is preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorganChase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship. Our Mission: At JPMorganChase, we're creating positive change for the diverse clients, customers, and communities we serve. We do this by championing your innovative ideas through a supportive and inclusive culture that helps you every step of the way as you build your career. If you're passionate, curious, and ready to make an impact, we're looking for you. About The Process: To be considered, you must complete the following steps: * Complete this application including selection of city preference. * Your city preference should align with your current internship location. About Us: JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorganChase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment. As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. Equal Opportunity Employer/Disability/Veterans About the Team: Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations. Commercial & Specialized Industries (C&SI) teams provide credit, cash management, capital markets and corporate finance advisory solutions to corporations, municipalities and nonprofits. Core Banking teams generally focus on clients with annual revenues of $20 million to $2 billion. The local delivery model, coupled with the firm's global resources, offers clients customized, comprehensive solutions and personalized service by building long-term relationships.

Sobre nós A XP Inc. é uma das maiores instituicões financeiras independente do Brasil, dona das marcas XP, Rico, Clear, XP Educacão, InfoMoney, entre outras. Com mais de 4,6 milhões de clientes ativos e um valor superior a R$ 1,1 trilhão de ativos sob custódia, há 24 anos vem transformando o mercado financeiro para melhorar a vida das pessoas. Com uma cultura marcante guiada por quatro valores - Sonho Grande, Espírito Empreendedor, Foco no Cliente e Mente Aberta - a XP Inc. está sempre em busca dos melhores talentos que tem ambicão de fazer o impossível. 🚀 Join Our Dream at XP Investments Miami! At XP Investments Miami, we believe in big dreams, entrepreneurship, and an open-minded culture that empowers every team member to innovate and grow. We're on a mission to redefine financial markets and create exceptional client experiences - and we want YOU to be part of this journey! We're excited to announce an opening for an Analyst, Financial Advisor role. This position is ideal for someone who is proactive, organized, and passionate about engaging clients and driving results. Position: Analyst, Financial Advisor Location: Miami Department: Financial Markets - Broker-Dealer Firm 🎯 What You'll Do: • Manage and engage a portfolio of clients • Proactively reach out to clients to educate them about market opportunities • Develop metrics and reporting tools to track client engagement and progress • Collaborate with financial advisors and internal teams to ensure smooth client onboarding and support • Maintain compliance with regulatory requirements and keep accurate client records 🔍 What We're Looking For: • Valid Series 7 license • Experience in financial markets, preferably within a broker-dealer environment • Strong organizational, communication, and analytical skills • Proactive, detail-oriented, and results-driven mindset • Must be a U.S. citizen or Green Card holder to qualify for this position • Fluency in both Portuguese and English (written and spoken) What We Offer: •Dynamic and growing financial services environment • Supportive and collaborative culture • Competitive compensation and benefits • Opportunities for professional growth and development Ready to make an impact and grow with us? Apply now and be part of a team that values your ideas and ambition! Benefícios: Saúde e bem-estar: Plano de saúde sem coparticipacão (inclusive, para dependentes) Plano odontológico Wellhub (Gympass) Zenklub Seguro de Vida iFood Benefícios (VA e VR flexível) Vale Transporte New Value (clube de benefícios) Licenca parental: maternidade de 6 meses e paternidade de 20 dias. Auxílio Creche Vida Financeira Fundos de Investimentos Exclusivos Assessoria de Investimentos Cartão XP Visa Infinite sem anuidade Crédito (consignado, home equity, CCB Imobiliário, etc.) Modelo de Trabalho Presencial Flexível O nosso modelo de trabalho varia de acordo com a funcão, podendo ser totalmente presencial para frentes de negócio e mais flexível para outras equipes. Seguimos um modelo com mais frequência presencial, mas sempre guiado por flexibilidade e autonomia com a responsabilidade da nossa cultura empreendedora. Aqui na XP Inc., valorizamos as interacões pessoais e acreditamos no uso do escritório como uma ferramenta para potencializar nossas relacões no trabalho.

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees. We're passionate about excellence. Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do, and we believe you will too. What you'll do as Financial Advisor: You will meet with existing and prospective clients to plan their financial future. Utilize our company-provided technology and tools to improve your operation. You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. To help you get started, we offer you the resources needed to create your own success: Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support What skills you will use: Ideally, you have 7+ years of experience working as a Financial Advisor. Bachelor's degree is preferred. A proven and successful sales track record. You have an active FINRA Series 6 or 7 licenses and a Series 63 and 65 or 66. You also have an active state variable life and health license. We love working with talented people but more than that, we seek out compassionate and self-motivated co-workers who want to grow a career and improve the lives of our clients. If that sounds good to you, join us. #LI-CBF #CH1 #LI-SAFG This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. Employee Assistance Program: Confidential counseling services and resources are available to all employees. Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company

Job DescriptionDescriptionJoin a 10-year-old boutique wealth management firm founded by former major wirehouse advisors. The firm specializes in international HNW/UHNW clients and offers a unique multi-custodial platform with relationships across U.S., European, and Latin American custodians. Built for entrepreneurial advisors, the firm offers full back-office support, high payouts, and complete ownership of client relationships. Advisors operate with true independence, without restrictive employment terms or non-solicits. Position Overview: We're seeking experienced Financial Advisors who want full autonomy, the ability to serve international HNW clients, and a compensation structure that reflects their value. The ideal candidate has a portable book of at least $5M in AUM, operates with integrity, and thrives in a white-glove service environment. Key Responsibilities Transition and manage existing book of clients Build and maintain client relationships, both domestic and international Customize multi-custodial investment solutions Collaborate with back-office team for trading, support, and compliance Conduct client meetings in preferred formats (in-person, remote, international travel, etc.) Skills, Knowledge and ExpertiseMust-Have Qualifications: Minimum $5M in portable AUM Active Series 65 or equivalent registration Experience working with HNW/UHNW clientele Comfortable with independent 1099 model Clean or manageable U4 disclosures (firm is open to candidates with prior marks, depending on nature) Nice-to-Have Qualifications: Experience serving international clients Familiarity with multiple custodians (Schwab, Interactive Brokers, Santander, Swiss banks) Multilingual skills (Spanish, Portuguese, French) Previous experience at a major wirehouse Benefits Full independence, no non-solicit agreements Flexible work location and schedule Voluntary group-rate benefits available High payout structure (65%+) Multinational custodial access White-glove support and culture Ideal Candidate Profile: This is an ideal role for a tenured advisor looking to break free from wirehouse limitations and serve a global client base with elite support. You should be confident working with HNW clients, comfortable operating independently, and excited by a flexible, entrepreneurial model with robust earning potential.

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

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: * We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. * We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. * We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. * We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who You'll Work With Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. About the Role Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. Responsibilities * You will meet with existing and prospective clients to plan their financial future. * Utilize our company-provided technology and tools to improve your operation. * You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. * Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. To help you get started, we offer you the resources needed to create your own success: * Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match * Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools * Company-paid E&O, licensing fees, continuing education and compliance support Skills and Qualifications * High school diploma or GED * Ideally, you have 2+ years of experience working as a Financial Advisor. * A proven and successful sales track record. * You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66. * You also have an active state variable life and health license. Work Location * This position is currently designated as remote. Estimated Travel * May include up to 25% travel. #LI-LR1 #LI-SAFG #LI-Remote This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: * Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. * Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. * Employee Assistance Program: Confidential counseling services and resources are available to all employees. * Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. * Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. * Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Functional Area: SC - Sales Commission Estimated Travel Percentage (%): Up to 50% Relocation Provided: No The Variable Annuity Life Insurance Company

Are you an experienced Financial Advisor seeking a new opportunity to join an independent, fee -only fiduciary wealth management firm? Ivy Way Placements has partnered up with a fast -growing RIA seeking a Lead Advisor at their Ft. Lauderdale, FL location. The Lead Financial Advisor is the primary manager of client relationships and may also provide support to senior advisors and their client relationships. The Lead Advisor initiates new business, manages existing client relationships, formulates and implements advice, and may rely on technical specialists to develop recommendations within a given area of expertise. The Financial Advisor can expect to focus on the following areas: Assume co -advisor and/or lead -advisor role on existing clients Responsible for profitable delivery of our service models as outlined in our guidelines Participates in and/or leads the Discovery Interviews discussions and other strategic onboarding processes Owns and manages client relationship and client satisfaction and is responsible for client retention Serves as a liaison to our Planning Team for clients Participates in new client relationship development Participate in planning meetings regarding new prospects/new clients Coordinate follow -up workflow on new clients Convert new revenue from multiple existing clients or new prospects Utilize and further develop network of referral sources and centers of influence to generate future business development opportunities Attorneys -Current and Additional Contacts Previous Clients Community Networking Opportunities (i.e. Service Clubs) Maintain team approach by assisting and filling in for others The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered. Requirements Bachelor's degree in finance or related field from an accredited college or university; Master's degree preferred Minimum 3 years of experience in investment management, financial planning or financial services with demonstrated ability to develop and manage plans and manage client relationships Certified Financial Planner™ designation preferred upon hire or must be attained within one year of date of hire Financial planning/wealth management acumen, judgment and experience Excellent communication and listening skills Client -first attitude Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, as well as financial planning and securities balancing software A team player, collaborative, able to work with and through others Benefits Why Choose Us? We are a growing firm, with opportunities for future growth and advancement in your role. We offer health, vision, dental, and 401K benefits options for you and your family. We believe in collaboration, innovation, excellence doing what's right, and helping our team to provide a world -class service. Our culture is historically rooted in values of excellence, integrity, respect, and transparency. We are dedicated to living these values through our relationships with clients, each other, and the greater community. Looking for something else? Let's get to work. At Ivy Way Placements, we are inspired by collaboration, innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. Let us help you find your dream career - apply today! *******************************

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

Job DescriptionBenefits: Dental insurance Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Management Experience into a Career in Financial Services with Snow Financial Group - Northwestern Mutual! Your ability to lead teams, drive results, and build strong relationships could make you an ideal fit for a rewarding career in financial services. We are seeking management professionals from diverse industries, including retail, restaurant, hospitality, operations, logistics, manufacturing, education, or healthcare who are ready to take their leadership skills to the next level. Leverage Your Leadership Expertise: Your management experience has equipped you with communication, problem-solving, and team-building skills. In financial services, you could apply those same strengths to educate clients, develop strategies, and guide them toward long-term financial success. Build Meaningful Relationships: Just as youve inspired and led teams in your previous roles, this career could allow you to build lifelong connections while helping clients navigate important financial decisions. See the Impact of Your Work: In management, youve driven performance and helped others achieve their goals. In this role, you could see the tangible results of your efforts as clients and families gain lasting financial confidence and security. Unlock Unlimited Growth Potential: Unlike traditional management roles, your growth here isnt capped. Your ambition and work ethic determine how far you go with opportunities for leadership, ownership, and unlimited earning potential. About Us: At Snow Financial Group, a growing District of Northwestern Mutual, our mission is to provide personalized financial solutions that empower clients to take control of their financial futures. We are committed to building long-term relationships based on trust, integrity, and expertise, helping clients make informed decisions to achieve their goals. Our team fosters an environment of professional growth, encouraging innovation and development while providing mentorship and strong support. With uncapped earning potential and the opportunity to make a lasting impact, Snow Financial Group is dedicated to both client success and career advancement. Meet Our Team: Tim Snow - Managing Director: How long with NM? Tim has been serving as a Managing Director for the past 20 years. Prior Experience? Before joining Northwestern Mutual, Tim spent many years in the hospitality industry, where he developed skills in customer service, management, and leadership. Passionate About? Tim enjoys golf, spending time in the gym, and spending time with family and friends. Hes a passionate hockey fan (supporting the Panthers and Sabers), and follows the Buffalo Bills enthusiastically. Paul Stadfeld - Wealth Management Advisor: How long with NM? Paul has been serving as a Wealth Management Advisor for 15 years. Prior Experience? Originally from Boston, Paul transitioned to Northwestern Mutual after working in sports advertising for four years. He also gained valuable experience working in his family business, which helped him develop strong business acumen and client relationship skills. Passionate About? Paul is married with a son and is deeply passionate about spending quality time with his family. A dedicated Boston sports fan, he follows the Red Sox, Celtics, and Patriots closely. In his free time, Paul enjoys playing Pickleball and chess, staying active and engaged both mentally and physically. Graham Davis - Financial Advisor: How long with NM? Graham has been a Financial Advisor for nearly 13 years. Prior Experience? Graham worked for the U.S. Secret Service for four years, where he developed valuable skills in security, attention to detail, and crisis management. He also worked in car sales at MINI, building his expertise in sales, customer service, and relationship management, which has greatly contributed to his success in the financial services industry. Passionate About? Graham, recently married, is an avid fitness enthusiast and enjoys working out. He is passionate about golf, both for leisure and as a challenge. Outside of work, Graham loves spending time with his rescue dog, Bailey, and enjoys playing the trombone. Natalia Margolis - Wealth Management Advisor: How long with NM? Has worked as a Wealth Management Advisor for over 15 years. Prior Experience? Natalia previously worked as an analyst in the consumer solutions industry. Passionate About? Natalia is deeply committed to her family and enjoys traveling, exploring new destinations with her loved ones. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is highly preferred, but not required. Experience: Previous experience in sales, financial services, or insurance is highly valued. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: You will be sponsored to obtain your 215 (Life & Health) and all securities licenses as required by the firm. Position Perks: Significant bonus opportunity commensurate with outcomes Dental insurance Health insurance Life insurance Retirement plan Vision insurance Ongoing professional development Local culture of support and positive recognition Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Tim Snow is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Job Description Job Title: Financial Analyst Department: Finance / Capital Markets Reports To: Head of Capital Markets Type: Full-Time FLSA: Exempt Financial Analyst (Capital Markets & Credit Analytics) Job Summary BMG Money is hiring a Financial Analyst with 3+ years of experience to support our unsecured consumer lending platform through disciplined credit analytics and capital markets execution. This role sits at the intersection of credit modeling, borrowing base management, investor reporting, covenant tracking, and partner communication across our warehouse lenders and forward flow counterparties. The Financial Analyst helps ensure financing facilities operate smoothly, reporting is accurate and on-time, and internal teams stay aligned on deliverables that impact liquidity and investor confidence. Supervisory Responsibilities None. Duties/Responsibilities Credit Analytics & Scenario Modeling Builds and maintains credit performance analytics for unsecured consumer portfolios, including vintage/cohort views, delinquency roll rates, and charge-off tracking. Develops scenario and sensitivity analyses to quantify the impact of underwriting and policy changes on portfolio cash flows and losses. Creates decision-ready views that translate performance drivers into expected outcomes for stakeholders in Credit, Risk, and leadership. Warehouse Lender & Partner Support Supports day-to-day execution for warehouse lenders and forward flow partners, including recurring reporting and performance discussions. Owns borrowing base and eligibility reporting, including loan tape preparation, eligibility flags, concentrations, and tie-outs to source systems. Maintains clean partner deliverables and repeatable processes to ensure consistency month-to-month. Investor Reporting & Covenant Tracking Produces and QAs monthly investor/lender reporting packages, including servicing reports and compliance certificates. Tracks and monitors covenants and triggers across facilities, such as concentration limits, performance triggers, and liquidity covenants. Maintains a covenant calendar and internal tracker with clear ownership, due dates, and escalation paths. Internal Coordination & Project Management Acts as a connective tissue across Credit, Servicing, Data/BI, Accounting, Treasury, and Legal/Compliance to deliver analysis on time. Runs workstreams by defining requirements, timelines, milestones, and providing weekly status updates. Improves processes through automation and controls, including reconciliation checklists and documented SOPs. Required Skills/Abilities Technical & Operational Skills Advanced proficiency in Excel/Google Sheets for structured models and sensitivity tables. Proficiency in SQL for data pulls, transformations, and reproducibility. Strong cross-functional project management skills and experience building controls like reconciliation checklists. Communication & Analytical Skills Clear communicator able to present and write in a way that lenders and internal executives can trust. Strong analytical judgment to isolate drivers, quantify impact, and make actionable recommendations. High level of accuracy with a focus on tight tie-outs and low error rates. Education and Experience Bachelor's degree in Finance, Economics, or a related field (implied by role). 3+ years of experience in financial analysis, credit analytics, or capital markets operations required. Direct experience with unsecured consumer lending performance analytics (DQ buckets, roll rates, vintage tracking) required. Experience in fintech, specialty finance, or consumer lending strongly preferred. Experience with Looker/BI dashboards or Python/R for automation is a plus. Physical Requirements Prolonged periods of sitting at a desk and working on a computer. Must be able to communicate effectively via video conferencing and utilize digital collaboration tools for prolonged periods.

Seeking Finance Graduate to join prestigious charity Robert Half are working with a prestigious charity based in East Melbourne to recruit a Graduate Finance Analyst. This is an incredible opportunity for a Finance/Accounting Graduate to gain priceless experience within an analytical role. The organisation are renowned for their inclusive and friendly culture and are looking forward to adding a new member of team. This is a 12-month fixed term contract. As the Graduate Finance Analyst, you will be responsible for: Perform financial analysis on spreadsheets and power BI Use financial data and information from trends and patterns to provide analytics Collecting and interpreting financial information to support business decisions Assist in reporting and compliance matters Prepare month end and year end reconciliations Dealing with internal and external stakeholders Your profile: Out client is seeking an Accounting/Finance/business Graduate who has a keen interest in analytics and power BI. Although previous experience is not essential, this role will require the success applicant to have at least intermediate excel skills (vlook ups and pivot tables). To be successful in this role, you will also need to have strong communication skills, verbal and written. Please send your resume by clicking on the apply button.

ProSidian is looking for “Great People Who Lead” at all levels in the organization. Are you a talented professional ready to deliver real value to clients in a fast-paced, challenging environment? ProSidian Consulting is looking for professionals who share our commitment to integrity, quality, and value. ProSidian is a management and operations consulting firm with a reputation for its strong national practice spanning six solution areas including Risk Management, Energy & Sustainability, Compliance, Business Process, IT Effectiveness, and Talent Management. We help clients improve their operations. Linking strategy to execution, ProSidian assists client leaders in maximizing company return on investment capital through design and execution of operations core to delivering value to customers. Visit ***************** or follow the company on Twitter at ************************* for more information. Job Description ProSidian Seeks a Financial Analyst (SCA Code: N/A) in CONUS/OCONUS - Miami, FL to support an engagement for a unified combatant command of the U.S. Department of Defense. It is responsible for contingency planning, operations, and security cooperation in the USSOUTHCOM Area of Responsibility (AOR) which includes South America, Central America, and the Caribbean. The ProSidian Engagement Team Members work to provide all personnel, supervision, and other items and non-personal services necessary to perform SharePoint Administrator, Procurement Analyst services, and Financial Analyst services. The Contractor shall support accountability of the USSOUTHCOM contract requirements for the Procurement Operations Cell to a level of accuracy that is financially auditable, and reporting. Provide SharePoint Administrator shall provide administrative services to the SCJ8 Directorate SharePoint website pages. Provide accountability and data entry support to the Procurement Operations database to maintain 100% accountability of USSOUTHCOM contracts/procurement information in support auditing purposes. This is a Key Personnel addition to the project. Financial Analyst Candidates shall work to support requirements for Program Support and provide support to account for USSOUTHCOM contract requirements, and record 100% of USSOUTHCOM contract, inter- agency agreement, and procurement actions within the Procurement Operations Contract Management database system. Assist in performing cost formulation work involving preparation of detailed analyses of annual and/or multi-year procurement estimates for assigned organizations/programs into a consolidated reports. Prepare reports, daily, weekly, monthly, and annually, as requested by Procurement Operations Lead. These include, but are not limited to, data summary for Inventory of Contracts, FY Service Contracts for Service Requirements Review Board data call, and Advisory Assistance Data Call Report IAW Procurement Operations SOP. Conduct analyses, reviews, and special studies of cost and/or related information. Identify ways to improve efficiency and accuracy of Procurement Operations data processes using local web centric applications. Shall be proficient in Microsoft Excel , Wide Area Work Flow, GEFES, SPS, AXOL and other standard Department of Defense (DoD)/DSCA/Army financial tools, as well as have familiarity with Microsoft Word and Power Point . Prepare reports and perform other miscellaneous technical tasks in support of Procurement Operations analysis function(s). Qualifications The Financial Analyst shall have consecutive employment in a position with comparable responsibilities within the past five (5) years, Must be able to use a computer to communicate via email; and proficient in Microsoft Office Products (Word/Excel/Power point) and related tools and technology required for the position. Work products shall be thorough, accurate, appropriately documented, and comply with established criteria. The candidate shall ensure that duties are performed in a competent and professional manner that meets milestones/delivery schedules as outlined. Minimum Education/Experience: Minimum three years of governmental financial experience. Three years of experience working with government Contracting Officer Representative and other government contract management personnel in the management of a government contracts. Two years of experience working with GFEBS and Business Intelligence reports. Knowledge of FAR, DFARS, AFARS and other federal and local Procurement Policies/ Regulations. Two years working with, E-MALL GSA Advantage, Army CHESS, Government Purchase Card procedures, and other Mandatory Sources. BS/BA Degree or years equivalent in computer science, information systems, business, or other related scientific or technical discipline. 1.6.10.3.3 Certifications: DAU on-line CON 121, CON 124, CON 127, CLM 003, CLC 004, CLC 005, CLC 055, CLM 023, CON 237, CLG 001, CLC 020 or equivalent as defined by DAU, see: ******************************************* Personnel (1102) with certification prior to 2000 are exempt to education. Copies of the certificate(s) shall be submitted to the COR upon contract award and/or prior to beginning contract performance. The Financial Analyst shall possess an active SECRET Level security clearance Work products shall be thorough, accurate, appropriately documented, and comply with established criteria. The candidate shall ensure that duties are performed in a competent and professional manner that meets milestones/delivery schedules as outlined. The Financial Analyst shall possess an active SECRET Level security clearance TRAVEL: Travel as coordinated with the technical point of contact and approved in writing by the Contracting Officer in advance, is allowed, in accordance with Federal Travel Regulations. LOCATION: Work shall be conducted at the CONUS/OCONUS - Miami, FL U.S. Citizenship Required Excellent oral and written communication skills Proficient with Microsoft Office Products (Microsoft Word, Excel, PowerPoint, Publisher, & Adobe) All ProSidian staff must be determined eligible for a “Facility Access Authorization” (also referred to as an “Employment Authorization”) by the USG's designated Security Office. Additional Information As a condition of employment, all employees are required to fulfill all requirements of the roles for which they are employed; establish, manage, pursue, and fulfill annual goals and objectives with at least three (3) Goals for each of the firms Eight Prosidian Global Competencies [1 - Personal Effectiveness | 2 - Continuous Learning | 3 - Leadership | 4 - Client Service | 5 - Business Management | 6 - Business Development | 7 - Technical Expertise | 8 - Innovation & Knowledge Sharing (Thought Leadership)]; and to support all business development and other efforts on behalf of ProSidian Consulting. CORE COMPETENCIES Teamwork - ability to foster teamwork collaboratively as a participant, and effectively as a team leader Leadership - ability to guide and lead colleagues on projects and initiatives Business Acumen - understanding and insight into how organizations perform, including business processes, data, systems, and people Communication - ability to effectively communicate to stakeholders of all levels orally and in writing Motivation - persistent in pursuit of quality and optimal client and company solutions Agility - ability to quickly understand and transition between different projects, concepts, initiatives, or work streams Judgment - exercises prudence and insight in decision-making process while mindful of other stakeholders and long-term ramifications Organization - ability to manage projects and activity, and prioritize tasks ------------ ------------ ------------ OTHER REQUIREMENTS Business Tools - understanding and proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint and Word, and proficient with Adobe Acrobat, data analytic tools, and Visio with the ability to quickly learn other tools as necessary. Business Tools - understanding and proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint and Word, and proficient with Adobe Acrobat, data analytic tools, and Visio with the ability to quickly learn other tools as necessary. Commitment - to work with smart, interesting people with diverse backgrounds to solve the biggest challenges across private, public and social sectors Curiosity - the ideal candidate exhibits an inquisitive nature and the ability to question the status quo among a community of people they enjoy and teams that work well together Humility - exhibits grace in success and failure while doing meaningful work where skills have impact and make a difference Willingness - to constantly learn, share, and grow and to view the world as their classroom ------------ ------------ ------------ BENEFITS AND HIGHLIGHTS ProSidian Employee Benefits and Highlights: Your good health and well-being are important to ProSidian Consulting. At ProSidian, we invest in our employees to help them stay healthy and achieve work-life balance. That's why we are also pleased to offer the Employee Benefits Program, designed to promote your health and personal welfare. Our growing list of benefits currently include the following for Full Time Employees: Competitive Compensation: Pay range begins in the competitive ranges with Group Health Benefits, Pre-tax Employee Benefits, and Performance Incentives. For medical and dental benefits, the Company contributes a fixed dollar amount each month towards the plan you elect. Contributions are deducted on a Pre-tax basis. Group Medical Health Insurance Benefits: ProSidian partners with BC/BS, to offer a range of medical plans, including high-deductible health plans or PPOs. ||| Group Dental Health Insurance Benefits: ProSidian dental carriers - Delta, Aetna, Guardian, and MetLife. Group Vision Health Insurance Benefits:ProSidian offers high/low vision plans through 2 carriers: Aetna and VSP. 401(k) Retirement Savings Plan: 401(k) Retirement Savings Plans help you save for your retirement for eligible employees. A range of investment options are available with a personal financial planner to assist you. The Plan is a pre-tax Safe Harbor 401(k) Retirement Savings Plan with a company match. Vacation and Paid Time-Off (PTO) Benefits: Eligible employees use PTO for vacation, a doctor's appointment, or any number of events in your life. Currently these benefits include Vacation/Sick days - 2 weeks/3 days | Holidays - 10 ProSidian and Government Days are given. Pre-Tax Payment Programs: Pre-Tax Payment Programs currently exist in the form of a Premium Only Plan (POP). These Plans offer a full Flexible Spending Account (FSA) Plan and a tax benefit for eligible employees. Purchasing Discounts & Savings Plans: We want you to achieve financial success. We offer a Purchasing Discounts & Savings Plan through The Corporate Perks Benefit Program. This provides special discounts for eligible employees on products and services you buy on a daily basis. Security Clearance: Due to the nature of our consulting engagements there are Security Clearance requirements for Engagement Teams handling sensitive Engagements in the Federal Marketplace. A Security Clearance is a valued asset in your professional portfolio and adds to your credentials. ProSidian Employee & Contractor Referral Bonus Program: ProSidian Consulting will pay up to 5k for all referrals employed for 90 days for candidates submitted through our Referral Program. Performance Incentives: Due to the nature of our consulting engagements there are performance incentives associated with each new client that each employee works to pursue and support. Flexible Spending Account: FSAs help you pay for eligible out-of-pocket health care and dependent day care expenses on a pre-tax basis. You determine your projected expenses for the Plan Year and then elect to set aside a portion of each paycheck into your FSA. Supplemental Life/Accidental Death and Dismemberment Insurance: If you want extra protection for yourself and your eligible dependents, you have the option to elect supplemental life insurance. D&D covers death or dismemberment from an accident only. Short- and Long-Term Disability Insurance: Disability insurance plans are designed to provide income protection while you recover from a disability. ----------- ------------ ------------ ADDITIONAL INFORMATION - See Below Instructions On The Best Way To Apply ProSidian Consulting is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, or Vietnam era, or other eligible veteran status, or any other protected factor. All your information will be kept confidential according to EEO guidelines. ProSidian Consulting has made a pledge to the Hiring Our Heroes Program of the U.S. Chamber of Commerce Foundation and the “I Hire Military” Initiative of The North Carolina Military Business Center (NCMBC) for the State of North Carolina. All applicants are encouraged to apply regardless of Veteran Status. Furthermore, we believe in "HONOR ABOVE ALL" - be successful while doing things the right way. The pride comes out of the challenge; the reward is excellence in the work. FOR EASY APPLICATION USE OUR CAREER SITE LOCATED ON http://*****************/ OR SEND YOUR RESUME'S, BIOS, AND SALARY EXPECTATION / RATES TO ***********************. ONLY CANDIDATES WITH REQUIRED CRITERIA ARE CONSIDERED. Be sure to place the job reference code in the subject line of your email. Be sure to include your name, address, telephone number, total compensation package, employment history, and educational credentials.