Finance internship jobs in High Point, NC

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. 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. What we offer: Flexible Work Environment Comprehensive Training Provided Mentorship Opportunities from Financial Professionals Performance-Based Incentive Trips Tuition Reimbursement Basic Subsidy Allowance (requires qualification) Advisor Financing Plan (requires qualification) 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 Z44ztkPuZA

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.

Job Description We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now! Compensation: $80,000+ OTE Responsibilities: Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations Design customized financial plans suitable for each client based on potential life changes and changing financial needs Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products Qualifications: 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 Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital Excellent math skills, relationship skills, communication skills, and customer service skills are crucial A Bachelor's degree in business administration, finance, or a related field is required Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital 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.

With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠. About This Internship Arch's internship program offers students a unique opportunity to gain hands on experience in the insurance industry. It provides challenging learning experiences that serve as a foundation for interns to explore their career choices and to develop professional skills. Working alongside some of the most talented members of the specialty insurance industry, interns will gain relevant expertise in various aspects of the field, participate in learning activities and receive ongoing feedback. About This Role Learn product oriented agile development environment with Enterprise Document Management System (EDMS) team and related methodologies. Support EDMS team mission to process Mortgage Insurance Documents including Data extraction and loan registration, and develop, implement and sustain software solutions using various technology stacks to enable business operations across multiple product teams. Participate in the AGILE backlog grooming sessions to discuss and analyze the requirements and determine the technical approach. Refer to the existing design documents with the assistance of the lead developers. Understand the implementation of RESTFul services which are built upon Spring Framework and perform assigned tasks. Develop test cases to improve code coverage by applying appropriate supporting APIs such as JUnit, and mock frameworks. Perform software development using Java, Springboot and Angular. Utilize complete CI/CD process to build and deploy. Perform end to end development activities including testing, debugging and continuous integration of software. Qualifications Actively completing area of study in Computer Science, Software Engineering, or related program. Minimum 3.0 GPA or higher. College level - current Junior, Senior, or Graduate student, with graduation dates ranging from May 2026 - December 2027. Strong written and verbal communication skills. Proficiency in JAVA, SQL, and software development required. Exposure to Spring Boot, Angular UI required. Exposure to TypeScript, CSS, REST, RedHat OpenShift, Maven, Jenkins, and GitHub preferred. Experience with WEB applications and WEB services preferred. Experience with File management (FileNet) and OCR technologies preferred. Entrepreneurial spirit along with the desire to be a continuous learner. Team player who collaborates effectively. Self-starter who can work independently and deal effectively with multiple tasks/priorities in a fast-paced environment. Location & Work Arrangement The program dates are June 1, 2026 - August 7, 2026. This position is classified as a hybrid position. You will work 2 days onsite and 3 days from home. This position is located in Greensboro, NC. Relocation and housing assistance is not provided for this role. Timeline Arch internship positions will be posted from October 2025 and will be unposted when filled. Pay For individuals assigned to or hired to work in Greensboro, NC, the hourly rate is $26-$28 as of the time of posting. The breadth in the range exists to accommodate students in specialized programs such as actuarial candidates and graduate students. Any actual rate offered will take into account a number of factors including but not limited to geographic location, scope & responsibilities of the role, along with the education & qualifications of the candidate. The above range may be modified in the future. Intern position is eligible for select Arch benefits. #LI-KK1 $25 - $28 per hour Do you like solving complex business problems, working with talented colleagues and have an innovative mindset? Arch may be a great fit for you. If this job isn't the right fit but you're interested in working for Arch, create a job alert! Simply create an account and opt in to receive emails when we have job openings that meet your criteria. Join our talent community to share your preferences directly with Arch's Talent Acquisition team. 14500 Arch U.S. MI Services Inc.

Ahold Delhaize USA, a division of global food retailer Ahold Delhaize, is part of the U.S. family of brands, which includes five leading omnichannel grocery brands - Food Lion, Giant Food, The GIANT Company, Hannaford and Stop & Shop. Our associates support the brands with a wide range of services, including Finance, Legal, Sustainability, Commercial, Digital and E-commerce, Technology and more. Internship Overview: Get an insider view of the fast-changing grocery retail industry while developing relevant business, technical and leadership skills geared towards enhancing your career. This paid Internship experience is an opportunity to help drive business results in an environment designed to promote and reward diversity, innovation and leadership. Our mission is to create impactful early talent programs that provide cohorts with meaningful project work, learning and development sessions, and mentorship opportunities. Applicants must be currently authorized to work in the United States on a full-time basis and be available from May 26, 2026, through August 14, 2026. We have a hybrid work environment that requires a minimum of three days a week in the office. Please submit your resume including your cumulative GPA. Transcripts may be requested at a future date. * Approximate 12 week Internship session with competitive pay * Impactful project work to develop your skills/knowledge * Career assistance & mentoring in obtaining full time positions within ADUSA * Leadership speaker sessions and development activities * One-on-one mentoring in your area of interest * Involvement in group community service events * Networking and professional engagement opportunities * Access to online career development tools and resources * Opportunity to present project work to company leaders and gain executive visibility Department/Position Description: Risk Management complies with state and local laws. The department is made up of diverse functions including Legal Affairs, Quality Assurance and Risk Management Services. Together, this department provides guidance and support to the businesses of Ahold Delhaize USA, including, but not limited to, contract reviews; litigation defense; mergers and acquisitions; labor and employment advice; licensing for all store and distribution operations; compliance advice; food safety for distribution and retail; lobbying and maintaining relationships with political and industry leaders; workplace safety; business continuity planning; and workers' compensation as well as general and auto liability claims. Through this internship you will: * Reduce risk through the administration of Exception Based Reporting (EBR) and leveraging other financial systems, across all brands/banners for ADUSA for the investigation of internal, external, and operational shrink. * Measure KPI performance against baselines and communicate investigations to loss prevention representatives. * Work with the asset protection team to identify key loss prevention metrics and measures that help reduce risk and loss. * Create and maintain a vibrant exchange of communication, reports, and ideas between AP Analytics Team and AP departments and other key business units. Qualifications: * Working towards a degree in Statistics, Risk Management, Business Administration, Data Analytics or related field. * Experience working in a collaborative group setting * Experience using analytical thinking and problem-solving skills * Demonstrated ability to communicate clearly, appropriately and effectively * Knowledge of MS Power BI (preferred) * Intermediate skill with Microsoft tools like PowerPoint, Excel and Word * Exposure to other data visualization tools like Tableau ME/NC/PA/SC Salary Range: $18.10 - $31.00 #LI-LA1 At Ahold Delhaize USA, we provide services to one of the largest portfolios of grocery companies in the nation, and we're actively seeking top talent. Our team shares a common motivation to drive change, take ownership and enable our brands to better care for their customers. We thrive on supporting great local grocery brands and their strategies. Our associates are the heartbeat of our organization. We are committed to offering a welcoming work environment where all associates can succeed and thrive. Guided by our values of courage, care, teamwork, integrity (and even a little humor), we are dedicated to being a great place to work. We believe in collaboration, curiosity, and continuous learning in all that we think, create and do. While building a culture where personal and professional growth are just as important as business growth, we invest in our people, empowering them to learn, grow and deliver at all levels of the business.

As a Barron's Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded part-time Wealth Advisor Associate Intern to join our award-winning team ! Our ideal candidate has a passion for learning more about wealth management and is studying toward a bachelor's degree with related coursework in Finance, Business, or Economics. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to helping clients navigate their financial decisions. If this sounds like you, we want to hear from you, ASAP! As a Wealth Advisor Associate Intern, your service-oriented nature and impeccable attention to detail are critical in supporting an Advisor Team on business development and client service efforts. You are eager to learn about the world of wealth management, and you also possess a high emotional IQ. You're articulate, polished, and have an aptitude for financial vernacular. Extremely analytical and a great listener, you will learn data gathering, drafting goals, and creating financial plans that speak to the clients in “their” language. Your commitment to making a positive impact in other people's lives parallels your drive for personal and professional growth. Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients' lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future. Day-to-Day as Wealth Advisor Associate Intern: Work with a high-performing & growth-oriented team of advisors Provide technical and financial support to the advisor team Contribute to research projects Create client presentation materials Be exposed to ongoing client service, sales presentations, and new client onboarding Grow yourself personally and professionally with the goal to advance into a Wealth Advisor Associate, Senior Wealth Advisor Associate, and then ultimately a Wealth Advisor role after succeeding in the supporting positions What You Bring as Wealth Advisor Associate Intern: Self-starter with a proactive approach to asking questions and problem-solving Basic knowledge base across investments, economics, accounting, and financial planning A desire to learn more about the wealth management industry Excellent attention to detail, multi-tasking, and time management skills Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis Outstanding ability to communicate, present, and influence your team Requirements : Graduation date in the Spring of 2027 Able to commit 15-29 hours a week throughout your Senior year Start date in May 2026 Job Type : Part-time, hourly, non-exempt Location : This position is based out of our office in Greensboro. This is an in-office position. Salary : $22/hour Please submit your cover letter and resume outlining your detailed experience and desire to excel in wealth management. Be sure to share one of your favorite volunteer projects, too!

Greensboro, North Carolina;Kernersville, North Carolina; Greensboro, North Carolina; Winston Salem, North Carolina; High Point, North Carolina; Greensboro, North Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************************* **:** 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 an 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 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

North Star Staffing Solutions, Inc. As one of the most experienced staffing firms in Denver Colorado, North Star Staffing Solutions prides itself on exceptional services and relationships we've built over the years. Our dedication to satisfying our clients' needs is driven by a passionate team of dedicated staff with over 10 years of experience. We have continued to provide the recruiting and staffing expertise our clients expect and they have acknowledged over and over again that our services are integral to their success. Our mission is to bring great people and great organizations together. This is the foundation that has made us who we are today. We understand the changing dynamics of today's workplaces and the landscape of the economy. Our talented staff is from the area and therefore understands the people, the culture, and the various backgrounds of our candidates. This is what puts us one step ahead when it comes to selecting the right fit for your organization. Job Description The Financial Analyst will provide detailed analysis to the Sales team regarding region performance, customer order forecast support, and various ad-hoc reporting needs. Prepare monthly and periodic reporting Support the monthly forecasting process driving continuous improvement to reduce variances Manage the monthly forecast process of various accounts Develop financial models and complete special projects and analysis as requested Develop trend analysis to determine the effectiveness of Sales compensation programs Collaborate with key business partners (Finance, Sales, HR) to improve the Sales compensations program effectiveness Collect financial and other data from numerous sources and translate into concise reports for senior leadership Responsible for the development and implementation of all Sales Compensation Programs (Commission, Bonus, and other Sales Incentive Plans) Provide monthly expense data to Sales Leadership for review and analysis Develop and analyze budgets that allocate current resources and estimate future financial requirements Review sales transactions for consistency with policies and procedures. Qualifications Bachelor's degree (Finance or Accounting preferred). Financial analysis experience in a manufacturing/auditing environment is preferred but not required. 3-5 years of experience in financial analysis. Robust attention to detail and ability to comprehend/interpret difficult data and communicate it in a simple way across functional groups. Strong attention to detail, highly organized Experience with leading process improvements Solid written, verbal, presentation communication skills. Ability to multi-task critical projects at the same time while reprioritizing. Advanced problem solving and analytical skills Progressive skills in MS Office package (Excel, Word, Access, and PowerPoint). Expertise in SQL is a plus. Aspiration to work in a fast-paced environment, while managing multiple competing priorities. Additional Information All your information will be kept confidential according to EEO guidelines

Required Job Skills & Years of Experience for Each: 1. Advanced computer skills experience with Microsoft applications (1-3 yrs) 2. Proven success in analytical and organizational skills coupled with an attention to detail (1-3 yrs) 3. Proven success working well with minimal supervision (1-3 yrs) 4. Proven ability to clearly and concisely communicate with internal and external personnel (1-3 yrs) • Team player with ability to work through others on team • Drive self-development and continuous learning through coaching and feedback • Apply knowledge of key customer financial indicators to evaluate alternative courses of action Additional Job Description: The Finance Customer Management Coordinator contributes to the success of PBC by driving cash flow and managing relationships with internal and external PBC customers. Required to identify, analyze and solve customer concerns in a timely and effective manner. Review product detail and cost on our invoices, compare those to the receiving detail in a customer portal, identify and track their findings. Understand and follow documentation with the A/R system and PBC workflow tool and partner with others to identify and recommend root cause resolution. Possess strong analytical and Microsoft Excel skills to resolve large sets of data. Demonstrate initiative for expanding own skill set and knowledge of business Additional Information Must have Bachelors,Excel,SAP,Accounting Experience.

Cone Health's Financial Planning & Analysis (FP&A) team is looking for an exceptional individual to join our team as a Financial Analyst Intern. This team provides finance support to the entire Cone Health enterprise through the production and maintenance of financial planning and management tools, financial analysis and reporting, financial forecasting, and pro forma development. The Financial Analyst spring internship is an intensive opportunity available to undergraduate seniors or MBA students who are looking for dynamic experiences in healthcare finance. During this program, you will be provided with the appropriate level of support and training, and you will also have the opportunity to interact with finance staff with varied responsibilities and leaders within our Financial Planning & Analysis teams. Throughout your internship you will work on projects critical to Cone Health's success. Not only will you be challenged to think differently, you will also have the opportunity to demonstrate strategic insight while applying your financial skills, analytic abilities, and leadership capabilities. We seek candidates with strong academic backgrounds. Individuals who have completed significant coursework in business, economics or mathematics (or other quantitative disciplines) are encouraged to apply. Candidates must be highly motivated, analytical, detail oriented, able to work independently or in teams, and have excellent oral and written communication skills. This internship will be hybrid, both onsite and remote. This internship position is a time-limited, temporary position with a start date and orientation on 1/26/26. The total number of hours that an intern can work during this timeframe is 250 hours. Please include your GPA on your Resume Responsibilities Supports finance team with financial reporting, modeling, and analysis Develop and demonstrate an understanding of financial management tools used at Cone Health Perform routine variance analysis in support of productivity and financial performance Begin developing an understanding of the business of healthcare to support operational finance leaders Provides information and recommendations to help drive financial decisions Organizes findings in a clear and structured manner and internally present those findings Performs other related duties and responsibilities as assigned Qualifications EDUCATION: Undergraduate seniors or MBA students Preferred Majors: Accounting, Business Administration, Finance, Mathematics, Health Care Administration Minimum 3.0 GPA EXPERIENCE: Demonstrated problem solving, analytic, financial, and evaluative skills Action-oriented, self-starter with a strong learning focus Intermediate/Advanced proficiency in MS Office (Excel Pivots, VLOOKUPs and Advanced Formulas) Attention to detail and ability to effectively and efficiently perform multiple tasks and balance competing priorities often within a required timeframe Ability to effectively communicate and collaborate with internal and external stakeholders Work well with limited oversight and under ambiguity Action-oriented, self-starter with a strong learning focus Experience with healthcare finance or healthcare economics (desired, not required) LICENSURE/CERTIFICATION/REGISTRY/LISTING:

Financial Analyst Immediate need for a Financial Analyst for a leading manufacturer of high-performance composites for use in aerospace, defense, and automotive applications, for our Winston-Salem, NC location. We are a Cleared Facility and are proud to work with the U.S. Department of Defense. This position supports work in a cleared facility, requiring employees to follow all government-mandated security procedures and policies. Applicants must be U.S. citizens and eligible for a security clearance. Employees may be required to obtain and maintain a security clearance as a condition of employment. Required Qualifications * Bachelor's degree in finance, accounting, or related field * 3-5 years of relevant experience in financial planning and analysis, cost accounting, or related areas * Skillful in Excel (pivot tables, advanced formulas, and data presentation) and other Office programs Preferred Qualifications * Experience in a manufacturing or production environment * Experience with Epicor Kinetic ERP * CMA or FP&A certification * Working knowledge of government accounting and CAS Standards Responsibilities * Provide analytical, forecasting, reporting, and program support to management * Develop and track budgets to ensure financial accuracy, compliance, and alignment with program goals * Produce monthly billings and reports, which include key metrics, financial results, and variance reporting * Ensure financial compliance with applicable regulations (e.g., FAR, DFARS, or GAAP) * Collaborate with program managers and project leads to align financial and operational goal * Improve financial processes, tools, and reporting systems for better efficiency * Complete revenue recognition through EAC and present to stakeholders * Review and support yearly Incurred Cost Proposal * Assist with audits and procedural documentation * Stay up to date with changes to accounting standards * Ad hoc reporting and special projects as needed Travel * None expected Compensation * Salary is commensurate with experience. * This position is not bonus eligible. * Competitive benefits package offered including medical, dental, life and disability insurance, 401(k) retirement savings plan with 4% company match.

Contract employee to provide short-term assistance in Corporate Financial Planning and Analysis department. Responsibilities will include accounts payable related functions (coding of invoices and payment research), report generation and duties related to the accounting month-end close. Additional Information Pushkaraj Hachibatti | Mindlance, Inc. | Office- ************

🌟 Now Hiring: Analyst - Treasury & Finance Operations 🏢 Department: Finance | Reports To: Controller Are you a detail-oriented finance professional looking to grow your career in Treasury and Finance Operations? Join Kayser-Roth Corporation, a leader in apparel manufacturing, and become a key part of a team that values accuracy, collaboration, and innovation. 💼 About the Role We're looking for an Analyst - Treasury & Finance Operations to support our Finance team with daily cash management, forecasting, and reporting. You'll play a vital role in managing cash flow, reconciling accounts, maintaining loan schedules, and partnering across departments to ensure financial accuracy and efficiency. This position also supports our Accounts Receivable function, ensuring timely processing and reconciliation of customer payments and related transactions. 🔑 What You'll Do Manage and post daily cash activity in SAP. Perform monthly bank reconciliations and resolve discrepancies. Monitor activity with third-party factoring partners and ensure proper reconciliations. Track and reconcile loan balances, interest, and credit facilities. Prepare short- and long-term cash flow forecasts and analyze trends. Create and maintain cash flow reports and dashboards for leadership. Partner with internal teams to improve processes and drive automation. Required Skills 🎓 What We're Looking For Bachelor's degree in Finance, Accounting, or related field. 2+ years of experience in treasury, accounting, or financial operations. Proficiency in Microsoft Excel and SAP ERP systems. Strong analytical and organizational skills. Excellent communication and problem-solving abilities. Experience with cash flow forecasting and financial reporting. 💡 Why You'll Love Working Here At Kayser-Roth, you'll be part of a collaborative and innovative Finance team that values accuracy, teamwork, and growth. We offer a supportive environment with opportunities to expand your skills and contribute to meaningful financial initiatives.

As a Shining Light Baby surrogate, you'll experience the amazing joy of helping create families while receiving exceptional support and care throughout your journey. Begin your extraordinary surrogacy journey with Shining Light Baby and become a part of something truly special. Who Can Become a Surrogate? To ensure a safe and healthy surrogacy journey, there are specific qualifications that must be met: Age: Between 21-40 years old. Pregnancy: Have had at least one successful pregnancy without complications. Support: Live in a stable and supportive environment. Health: Obtain approval from your OB/GYN. Lifestyle: Lead a healthy, non-smoking lifestyle. Benefits of Becoming a Surrogate With comprehensive support from our team at Shining Light Baby, you will be guided every step of the way, ensuring a positive and fulfilling experience. Embrace the chance to create lasting joy and become part of a beautiful story of love and life. Make a Difference: Experience the joy of helping intended parents achieve their dream of having a child Emotional Fulfillment: The surrogacy journey is deeply rewarding and life-changing Financial Compensation: Earn $75,000 or more for your time, effort, and commitment Comprehensive Support: Benefit from our extensive support network, including medical, legal, and emotional assistance About Us At Shining Light Baby, we believe in the power of giving the gift of life. Becoming a surrogate is an extraordinary journey filled with joy, fulfillment, and the opportunity to help build families. We are here to support you every step of the way. We pride ourselves on our personalized approach, understanding that every surrogacy journey is unique. Our experienced team is committed to ensuring that you are well informed, comfortable, and confident throughout the entire process. If you're ready to begin this incredible journey and make a profound impact on a family's life, we invite you to take the first step. Visit our website to find out if you qualify and our team will be in touch with you to guide you through the next steps.

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 3pee48NJHf

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College 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 to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.

Job Description As a Barron's Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded part-time Wealth Advisor Associate Intern to join our award-winning team! Our ideal candidate has a passion for learning more about wealth management and is studying toward a bachelor's degree with related coursework in Finance, Business, or Economics. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to helping clients navigate their financial decisions. If this sounds like you, we want to hear from you, ASAP! As a Wealth Advisor Associate Intern, your service-oriented nature and impeccable attention to detail are critical in supporting an Advisor Team on business development and client service efforts. You are eager to learn about the world of wealth management, and you also possess a high emotional IQ. You're articulate, polished, and have an aptitude for financial vernacular. Extremely analytical and a great listener, you will learn data gathering, drafting goals, and creating financial plans that speak to the clients in “their” language. Your commitment to making a positive impact in other people's lives parallels your drive for personal and professional growth. Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients' lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future. Day-to-Day as Wealth Advisor Associate Intern: Work with a high-performing & growth-oriented team of advisors Provide technical and financial support to the advisor team Contribute to research projects Create client presentation materials Be exposed to ongoing client service, sales presentations, and new client onboarding Grow yourself personally and professionally with the goal to advance into a Wealth Advisor Associate, Senior Wealth Advisor Associate, and then ultimately a Wealth Advisor role after succeeding in the supporting positions What You Bring as Wealth Advisor Associate Intern: Self-starter with a proactive approach to asking questions and problem-solving Basic knowledge base across investments, economics, accounting, and financial planning A desire to learn more about the wealth management industry Excellent attention to detail, multi-tasking, and time management skills Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis Outstanding ability to communicate, present, and influence your team Requirements: Graduation date in the Spring of 2027 Able to commit 15-29 hours a week throughout your Senior year Start date in May 2026 Job Type: Part-time, hourly, non-exempt Location: This position is based out of our office in Greensboro. This is an in-office position. Salary: $22/hour Please submit your cover letter and resume outlining your detailed experience and desire to excel in wealth management. Be sure to share one of your favorite volunteer projects, too!

Job Description Are you an experienced financial advisor who thrives on providing excellent service to help 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: Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations Create customized financial plans suitable for each client based on potential life changes and changing financial needs Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives Qualifications: Exemplary communication skills, math skills, relationship skills, and customer service skills are vital A Bachelor's degree in business administration, finance, or a related field is required 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 Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential Knowledge of the financial industry, financial products, best practices, and tax regulations is desired 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.