Finance internship jobs in Tulsa, OK - 102 jobs

Areas of Interest: Commercial Banking Pay Transparency Salary Range: 45760 Application Deadline: 02/19/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial. Bonus Type Not Bonus Eligible Summary Start your career in financial services by gaining broad knowledge of our industry and organization. Our Internship program is designed to benefit students completing their Junior year of college. Your training will combine classroom sessions, on-the-job training, computer and technical training, and group projects. Your training will take place in your specific market location and will include a 10 week immersive experience in the line of business. Following successful completion of the Internship, you will be considered for a role in our Associate rotational development program after graduation. Job Description The Accelerated Career Track Intern is primarily responsible for a variety of assigned duties, responsibilities, and studies throughout the bank in a competitive 10-week internship program designed to develop financial, analytical and sales skills to prepare for a career within the organization as determined through the training and rotational process. Participates in internal training programs and self-study courses in order to develop skills to be used on the job; specific focus on the Bank's operations, markets and strategies. Team Culture We're a growth oriented team and we value initiative, coachability, grit, and the ability to build authentic relationships. How You'll Spend Your Time * You will participate in classroom, self-study, and hands-on curriculum. * You will build relationships with managers, mentors, and peers. * You will participate in special projects, present data, analyze situations, draw conclusions, and make recommendations when required. * You will participate in Battle of the Interns on a project team. Education & Experience Requirements This level of knowledge is normally acquired through work towards completion of a Bachelor's degree. Working Conditions & Physical Requirements Office - 20 lbs BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact recruiting_********************* with any questions.

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.

Associate Financial Advisor (AFA) Small Wealth Management | Tulsa, OK Are you ready to take your financial services career to the next level? Small Wealth Management, a collaborative and client-focused practice in Tulsa, OK, is seeking a motivated and experienced Associate Financial Advisor (AFA) to join our growing team. Ideal for a professional with strong experience and a passion for helping clients achieve their financial goals. Key Responsibilities Client Relationship Management: Serve as the primary advisor for an established book of business-deepening relationships, addressing financial needs, and delivering ongoing advice and service. Grow your own client base through proactive relationship development and referral cultivation, aligning each client's goals with tailored financial strategies. Financial Planning & Investment Support: Develop comprehensive financial plans, provide well-researched recommendations, and execute trades and transactions accurately and efficiently. Meeting Preparation & Follow-Up: Prepare materials for client meetings, document outcomes, and ensure prompt and thorough follow-up on all action items. Operational Excellence: Manage client information and workflows using Salesforce and MoneyGuide, ensuring data accuracy and smooth service delivery. Team Collaboration: Partner with senior advisors and support staff to ensure consistency, efficiency, and an exceptional client experience. Professional Growth: Stay current on market trends and financial planning tools while pursuing continuous professional development and designations. Qualifications Experience: 3-5 years as a Financial Advisor Associate or Advisor; 7-9 years of overall financial services experience preferred. Education: Bachelor's degree required. Licenses: Series 7 and 66 required; candidates must be licensed prior to hire. Skills: Strong organizational, communication, and client-service skills; comfortable with financial planning technology. Client-Focused: Commitment to building and maintaining strong client relationships. Compensation & Benefits Classification: Exempt position. Salary: $65,000 - $80,000, depending on experience. Incentives: Options for performance-based bonuses. Health Insurance: $500 contribution toward employee coverage, offered after 30 days. Dental & Vision: Available to employees. Life & Disability Insurance: Available life insurance, short-term and long-term disability. 401(k): Safe Harbor plan with employer contribution effective the first of the month following hire. Paid Time Off: 3 weeks the first year, prorated based on start date. Paid Holidays: 10 paid holidays. Schedule & Location Work Environment: In-office position in Tulsa, OK office. Hours: Monday - Friday, 8:00 AM - 5:00 PM CT. Culture: Low turnover, strong core values, and a collaborative team environment. Why Join Us? Small Wealth fosters a supportive and client-centered culture. With a robust benefits package and a low-turnover environment, we are committed to helping our team members grow their careers while delivering outstanding service to clients. Equal Opportunity Employer Small Wealth is an equal opportunity employer and welcomes applicants from all backgrounds.

Job Description Are you a leader who has the following traits? Competitive Business Minded Coachable Communicative Self-disciplined Authentic If yes, consider becoming an Insurance Agent to drive a positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in invaluable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of the clients. Awards & Accolades... We're proud of our financial strength A++ Superior (A.M. Best) AAA Exceptionally Strong (Fitch) Aaa Exceptional (Moody's) AA+ Very Strong (Standard & Poor's) We're proud of our position in the industry New York Life was named a 2021 “Elite Gold Organization” by Chief Learning Officer magazine Training Magazine's Training Top 100 for 2021 We're proud to be recognized by organizations that also value diversity. Human Rights Campaign: 2022 Corporate Equality Index Forbes 2022: America's Best Employers for Diversity Latino Leaders 2022 Best Companies for Latinos to Work We're proud of the help we've provided and continue to provide to clients. 5.5 million Lives Protected. Includes all owners of individual life insurance and annuity policies $938 million Lifetime Annuity Income Paid. Includes all payouts on individual income annuity products $4.9 billion in Living Benefits Awarded. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed Over $1.1 trillion Life Insurance Protection In Force. Includes term, whole, and universal life Compensation: $80,000 at plan yearly Responsibilities: What we're looking for... We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to the clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients. Qualifications: What we offer... Training and development. We'll equip and train you with a multi-faceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your career. You'll also get rewarded and acknowledged with sales incentives and professional development trips for our top-performing insurance agents. Digital tools. Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content. Products and solutions. Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as becoming a financial advisor with Eagle Strategies LLC, our investment advisory division that offers wealth management and advisory services, estate planning strategies, and business solutions. Human guidance. When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation. Individual agent performance will determine their income. Benefits include medical, dental, vision, a 401(k), and a pension. About Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. We're proud of our financial strength • A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody's) • AA+ Very Strong (Standard & Poor's) New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity

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

Central Investment Advisors (CIA) is responsible for providing non-deposit investment products to the holding company customer base throughout the entire company footprint. CIA employs approximately 38 financial advisors and approximately 15 Sales Assistants throughout the program. This group provides brokerage and advisory services to nearly 20,000 clients with assets under management totaling $4 billion. Products and services available to clients include, but are not limited to individual stocks, ETFs, mutual funds, bonds, fixed and variable annuities, insurance and advisory accounts. Position Summary: CIA Financial Advisors provide investment advice, portfolio analysis and trade execution for CIA clients. The advisor is expected to recommend investment plans and instruments which are appropriate for the client based on each particular client's objectives, time horizon and risk tolerances. This may include the use of a wide variety of investment vehicles including, but not limited to individual stocks, mutual funds, bonds, advisory services, fixed and variable annuities, or combinations of all of these used in an advisory account. Advisors may also recommend models within an advisory account with these models being managed by outside, professional money management companies. The Financial Advisor must periodically meet with their clients to reevaluate the client's situation and determine if any changes should be made regarding their investment portfolios. For instances of advisory accounts Financial Advisors are required to have reviews with clients no less than on an annual basis. In addition to the sales aspects of this position, the Financial Advisor is expected to hold the best interest of the client as their number one priority. This could include the cross-selling of bank products in lieu of a non-deposit investment product. Financial Advisors are expected to actively participate in the company's referral program. Advisors are expected to follow-up on all referrals made to them through the company's program and to promptly qualify any referral once an appointment is held. Referrals may come from the bank's Retail Department or other departments within the bank. The bank's expectation of prompt follow-up and qualification by CIA ensures that the referring bank employee receives any referral incentives they are entitled to in a timely manner. (Referral incentives are paid only on qualified referrals, which requires a face-to-face meeting or phone appointment). It is expected that the Financial Advisor will maintain relationships outside the bank through community service organizations or charities to assist in building a networking group and to assist in the gathering of assets and growing their business. In addition to networking through organizations Financial Advisors are encouraged to develop a network with local attorneys and CPAs where these professionals may make referrals to the advisor or that the advisor may refer clients back to when one of these groups' services are needed. Each Financial Advisor is expected to maintain a level of expertise in the financial markets and economic conditions through independent study and networking with fellow Central Investment Advisor Financial Advisors. To aid the Financial Advisors in their recommendations they have at their disposal a wide variety of research tools. Wealth Vision, Morningstar Workstation and Client Goals - Financial Planning Argus - Equity Research Advisory World - Advisory portfolio proposal software Financial Advisors are expected to follow the Central Investment Advisor Policy as well as all rules of the broker dealer as detailed in the LPL Financial Compliance Manual. This includes the required completion of annual continuing education requirements of LPL. These requirements include Anti-Money Laundering, Annual Compliance Questionnaire and the Annual Compliance Meeting. The Financial Advisor is also required to complete the required Financial Industry Regulatory Authority (FINRA) Continuing Education every two years. Failure to complete any of these within the requested timeframe can result in suspension, fines or termination. The Financial Advisor is responsible for the books and records of the clients they maintain relationships with and for the registered branch office in which they conduct business. Client information is documented through the account application process when establishing the account or via updating the account information when periodic reviews are conducted with the client through the broker dealer technology platform. The account opening, maintenance and retention is done through the broker dealer's technology platform known as Clientworks. The Financial Advisor is also required to maintain a set of branch office files by FINRA. These files include, but are not limited to Incoming Correspondence, Outgoing Correspondence, Written Complaints, Verbal Complaints, Good Til Cancelled Orders, Insurance Contract Delivery Receipts, etc. All of these files are maintained via the broker dealer on-line platform known as Clientworks. The Financial Advisor is required to document all client contact and communications within Central Investment Advisor preferred contact management system, Redtail. Redtail is used as the primary "tracking" mechanism for all client communications and meetings/appointments. The Advisor is required to maintain notes regarding contact with each client to ensure that clients' requests and activities are documented in a timely and accurate manner. The usage of notes is required as they may assist the Advisor, the broker dealer or Central Investment Advisors management if a complaint should be registered by a client. The Advisor will have the ability to assign tasks to anyone assisting them with their client base via Redtail and will be able to view the status of those tasks at any point in time. The Advisor will be responsible for ensuring that monthly management reports are created as assigned by Central Investment Advisor Management for each assigned Advisor or branch office. This may include tracking the number of appointments held by each Advisor during the month, the number of new accounts opened by Advisor, the number of accounts transferred out/in by the Advisor, and the number of referrals made/received. The number of management reports may grow in the future and the Advisor will be responsible for making sure new reports are completed. Each Advisor will participate in an annual planning meeting with CIA Management. This meeting will cover a variety of topics including, but not limited to current year's revenue standings, upcoming year's budgeted revenue, expected expenses for the upcoming year, plans for special events or areas of focus for new business for the upcoming year. The advisor is also required to attend periodic meetings that program management hosts for the entire program. These meetings will be held in various locations throughout the company's footprint. This position requires a significant level of technical expertise in that the Financial Advisor is required to utilize several different software programs for various aspects of their duties. These include, but are not limited to the following: * Clientworks - trading, books & records & client reporting platform offered through national LPL Financial * Redtail - contact management system offered through Redtail Technologies Inc. * Albridge - reporting/product consolidation system offered through Albridge Solutions * Argus Research - Independent equity research service offered through Argus Research Group * Financial Planning - WealthVision, MoneyGuide Pro, Client Goals or another financial planning tool approved by the CIA Program Manager Each Financial Advisor will be involved from an "assistance" perspective with regard to clients banking relationships. The Advisor may give basic banking assistance to clients about brokerage funding account balances. They may accept requests for money movement from a brokerage funding account to another bank account, follow-up with clients on insufficient items derived from a brokerage transaction and request the issuance of bank checks for sale proceeds or dividend/interest payments from brokerage funding accounts to be mailed to clients. The Financial Advisor may not process money movement requests, accept checks for deposits to bank accounts, address changes for bank accounts, and may not have access to maintenance or establish any type of account residing on the banking system. Essential Duties and Responsibilities: * Provide investment advice, portfolio analysis and trade execution for clients * Recommend investment plans and instruments based on client's objectives, time horizon and risk tolerances. * Periodically meet with clients to reevaluate client situation and adjust if necessary. * Maintain client interests as the number one priority. * Cross sell bank products if appropriate. * Utilize a wide variety of investment vehicles including advisory services. * Maintain relationships outside the bank to assist in gathering assets. * Network with local professionals and be involved in the community. * Participate in the company's referral program * Maintain a level of expertise in financial markets and economic conditions * Independent study * Network with fellow Central Investment Advisor Financial Advisor * Utilize research tools provided by broker dealer * Ensure compliance with Central Investment Advisor Policy as well as broker dealer compliance manual * Complete annual continuing education requirements * Attend anti-money laundering training * Attend Annual Compliance Meeting * Complete Annual Compliance Questionnaire * Complete required FINRA continuing education every 2 years * Failure of above listed requirements can result in suspension, fines or termination * Maintain books and records for all clients in the registered branch office * Perform periodic review with client to update information * Respond to inquiries made by LPL during new account document checks and trade surveillance via Clientworks. * Maintain FINRA required files documenting activities in the office. * Utilize contact management system, Redtail * Establish new contacts/clients & maintain existing contacts * Document all client contact and communications * Keep notes regarding contacts with clients - useful if complaints are brought by client * Assign tasks to support people * Update and maintain required management reports (analytical duties) * Ensure completion of monthly checklist & submission to Direct Supervisory Principal * Communicate with program management on annual business plan and update on progress periodically * Other duties and responsibilities * Required attendance at quarterly sales meetings * Establish relationship with bank branch for continued referral source * Other duties as assigned Bachelor's Degree in a Business discipline 3 - 5 years Brokerage experience required Series 7, Series 63 & 65 or 66 Licenses required. Life and Health insurance licenses Certified Financial Planner designation highly recommended Strong desire to succeed in a highly competitive industry Exceptional listening skills Exceptional customer-service attitude with strong client relation skills Ability to communicate effectively with individuals or groups Strong PC skills Self-starter - initiative to begin projects independently Effective oral & written communication skills

Entry-Level Financial Advisor - Remote / Hybrid Launch Your Career with Fortune-500-Level Support Uncapped Earnings - Base draw plus commission, residual income, and performance bonuses. Big-Firm Resources - National brand, marketing engine, proprietary planning tech, and licensing sponsorship. Mentorship & Training - Pair with senior advisors, earn while you learn, and fast-track to a full advisory practice. Flexibility & Autonomy - Remote or hybrid schedule that supports work-life balance. Comprehensive Benefits - 401(k) match, medical, dental, vision, life/disability insurance, and incentive trips. What You'll Do Generate & Qualify Leads - Prospect by phone, email, social media, and networking events; screen for fit. Build Relationships - Nurture prospects, request referrals, and coordinate meetings with senior advisors. Support Clients - Address questions, surface needs, and introduce insurance and investment solutions. Joint Work & Learning - Handle hand-offs, shadow seasoned professionals, and master our economic-based planning tool. Expand Our Reach - Cultivate channel partners (business owners, associations, community groups). What You'll Bring Education: Bachelor's in Business, Marketing, or similar (or equivalent experience). Experience: 1+ year in sales or finance preferred; proven comfort with cold outreach and CRM tools. Skills: High energy, clear communicator, metrics-driven, eager to learn the advisory profession. Licensing: Life & Health license preferred-or commitment to obtain quickly (firm-sponsored). We Provide Compensation & Benefits W-2 with 7.5 % FICA 401(k) with 6 % match Medical, dental, vision, life & disability coverage National recognition programs and chairman's trips Career Launch Package Licensing fees and study materials paid Structured 90-day ramp with dedicated mentor Marketing leads, digital tools, and administrative support Clear pathway to Senior Advisor, Recruiting, or Leadership tracks Your Next Step Ready to turn ambition into a rewarding advisory career? Strategic Financial Concepts - Your success starts here. Career Headhunter is committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.

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

R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. Seeking and paying for medical care is a significant challenge for many Americans. As an R1 Financial Counseling Associate, you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their medical service(s). You will be expected to accurately and compassionately explain financial options and obligations during financial counseling sessions held directly with patients. In this role, a successful candidate must display excellent customer service, commitment to assisting patients, and attention to detail. To thrive in this job, you'll need to be able to multi-task, use and navigate multiple systems, and communicate with compassion and authenticity to build trust with patients when discussing sensitive situations. Additionally, you will need to gain and display a thorough understanding of Medicaid and other funding programs to provide patients with clear and concise information. Previous experience as a financial counselor with a background in medical terminology, understanding State and Federal assistance programs, or relevant healthcare experience is a plus. Here's what you can expect working as a Financial Counseling Associate: * You will have the opportunity to help patients navigate some of the most difficult times in their lives by reducing financial burdens related to their medical care. * You will see, hear about, and/or be in the presence of illness and injuries. You may need to be up to date on all vaccinations (including but not limited to an annual flu shot), pass a drug test, and pass a background check prior to hire. * This is a fast-paced work environment; you will need to be able to communicate complex coverage enrollment information with patients and assist with their applications effectively and efficiently. R1 training and Financial Counseling leaders are ready to help you gain the knowledge you need to be successful in this role. * We at R1 care about your professional growth and development. Financial Counseling leaders are committed to fostering individual growth, and R1 provides a multitude of career and leadership development courses and programs. Requirements: * High School Diploma or GED * Excellent customer service skills * Compassionate communication This role involves frequent movement between work areas and requires the ability to remain mobile throughout the day in order to perform essential job duties. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. R1 is an equal opportunity employer and does not discriminate on the basis of any protected status. For this US-based position, the base pay range is $15.35 - $22.48 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training. The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories. If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance. CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent To learn more, visit: R1RCM.com Visit us on Facebook #healthcare #customerservice #financialcounseling #rcm #insurance #hospital #medicaid #LI-TJ2022

Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Central Bank in Tulsa, OK would allow you to join the Investment Program at Central Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Central Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to Central Bank for financial solutions. This position will offer: The ability to service an existing book of business upon hire The ability to build a strong client base with the Bank's exceptional referral system Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals The opportunity to find new clients via the bank's client base The opportunity to create client solutions without proprietary products The ability to grow your business with LPL's combination of tools, technology, and support The benefit of LPL's experience helping financial institutions grow and maximize their investment programs The opportunity to capitalize on the bank's reputation and community standing As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes: Access to our proprietary technology and a suite of customized services An open architecture platform with access to thousands of investment products from leading third-party product sponsors Resources and expertise across the firm to help you create client solutions The freedom to create solutions specific to your client's goals Whatever your vision of success, we're with you every step of the way. Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Central Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. ***REQUIRED DISCLOSURE(S) These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Central Bank. Tracking # 1-05026674 Pay Range:50000 - 70000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

Central Investment Advisors (CIA) is responsible for providing non-deposit investment products to the holding company customer base throughout the entire company footprint. CIA employs approximately 38 financial advisors and approximately 15 Sales Assistants throughout the program. This group provides brokerage and advisory services to nearly 20,000 clients with assets under management totaling $4 billion. Products and services available to clients include, but are not limited to individual stocks, ETFs, mutual funds, bonds, fixed and variable annuities, insurance and advisory accounts. Position Summary: CIA Financial Advisors provide investment advice, portfolio analysis and trade execution for CIA clients. The advisor is expected to recommend investment plans and instruments which are appropriate for the client based on each particular client's objectives, time horizon and risk tolerances. This may include the use of a wide variety of investment vehicles including, but not limited to individual stocks, mutual funds, bonds, advisory services, fixed and variable annuities, or combinations of all of these used in an advisory account. Advisors may also recommend models within an advisory account with these models being managed by outside, professional money management companies. The Financial Advisor must periodically meet with their clients to reevaluate the client's situation and determine if any changes should be made regarding their investment portfolios. For instances of advisory accounts Financial Advisors are required to have reviews with clients no less than on an annual basis. In addition to the sales aspects of this position, the Financial Advisor is expected to hold the best interest of the client as their number one priority. This could include the cross-selling of bank products in lieu of a non-deposit investment product. Financial Advisors are expected to actively participate in the company's referral program. Advisors are expected to follow-up on all referrals made to them through the company's program and to promptly qualify any referral once an appointment is held. Referrals may come from the bank's Retail Department or other departments within the bank. The bank's expectation of prompt follow-up and qualification by CIA ensures that the referring bank employee receives any referral incentives they are entitled to in a timely manner. (Referral incentives are paid only on qualified referrals, which requires a face-to-face meeting or phone appointment). It is expected that the Financial Advisor will maintain relationships outside the bank through community service organizations or charities to assist in building a networking group and to assist in the gathering of assets and growing their business. In addition to networking through organizations Financial Advisors are encouraged to develop a network with local attorneys and CPAs where these professionals may make referrals to the advisor or that the advisor may refer clients back to when one of these groups' services are needed. Each Financial Advisor is expected to maintain a level of expertise in the financial markets and economic conditions through independent study and networking with fellow Central Investment Advisor Financial Advisors. To aid the Financial Advisors in their recommendations they have at their disposal a wide variety of research tools. Wealth Vision, Morningstar Workstation and Client Goals - Financial Planning Argus - Equity Research Advisory World - Advisory portfolio proposal software Financial Advisors are expected to follow the Central Investment Advisor Policy as well as all rules of the broker dealer as detailed in the LPL Financial Compliance Manual. This includes the required completion of annual continuing education requirements of LPL. These requirements include Anti-Money Laundering, Annual Compliance Questionnaire and the Annual Compliance Meeting. The Financial Advisor is also required to complete the required Financial Industry Regulatory Authority (FINRA) Continuing Education every two years. Failure to complete any of these within the requested timeframe can result in suspension, fines or termination. The Financial Advisor is responsible for the books and records of the clients they maintain relationships with and for the registered branch office in which they conduct business. Client information is documented through the account application process when establishing the account or via updating the account information when periodic reviews are conducted with the client through the broker dealer technology platform. The account opening, maintenance and retention is done through the broker dealer's technology platform known as Clientworks. The Financial Advisor is also required to maintain a set of branch office files by FINRA. These files include, but are not limited to Incoming Correspondence, Outgoing Correspondence, Written Complaints, Verbal Complaints, Good Til Cancelled Orders, Insurance Contract Delivery Receipts, etc. All of these files are maintained via the broker dealer on-line platform known as Clientworks. The Financial Advisor is required to document all client contact and communications within Central Investment Advisor preferred contact management system, Redtail. Redtail is used as the primary “tracking” mechanism for all client communications and meetings/appointments. The Advisor is required to maintain notes regarding contact with each client to ensure that clients' requests and activities are documented in a timely and accurate manner. The usage of notes is required as they may assist the Advisor, the broker dealer or Central Investment Advisors management if a complaint should be registered by a client. The Advisor will have the ability to assign tasks to anyone assisting them with their client base via Redtail and will be able to view the status of those tasks at any point in time. The Advisor will be responsible for ensuring that monthly management reports are created as assigned by Central Investment Advisor Management for each assigned Advisor or branch office. This may include tracking the number of appointments held by each Advisor during the month, the number of new accounts opened by Advisor, the number of accounts transferred out/in by the Advisor, and the number of referrals made/received. The number of management reports may grow in the future and the Advisor will be responsible for making sure new reports are completed. Each Advisor will participate in an annual planning meeting with CIA Management. This meeting will cover a variety of topics including, but not limited to current year's revenue standings, upcoming year's budgeted revenue, expected expenses for the upcoming year, plans for special events or areas of focus for new business for the upcoming year. The advisor is also required to attend periodic meetings that program management hosts for the entire program. These meetings will be held in various locations throughout the company's footprint. This position requires a significant level of technical expertise in that the Financial Advisor is required to utilize several different software programs for various aspects of their duties. These include, but are not limited to the following: Clientworks - trading, books & records & client reporting platform offered through national LPL Financial Redtail - contact management system offered through Redtail Technologies Inc. Albridge - reporting/product consolidation system offered through Albridge Solutions Argus Research - Independent equity research service offered through Argus Research Group Financial Planning - WealthVision, MoneyGuide Pro, Client Goals or another financial planning tool approved by the CIA Program Manager Each Financial Advisor will be involved from an “assistance” perspective with regard to clients banking relationships. The Advisor may give basic banking assistance to clients about brokerage funding account balances. They may accept requests for money movement from a brokerage funding account to another bank account, follow-up with clients on insufficient items derived from a brokerage transaction and request the issuance of bank checks for sale proceeds or dividend/interest payments from brokerage funding accounts to be mailed to clients. The Financial Advisor may not process money movement requests, accept checks for deposits to bank accounts, address changes for bank accounts, and may not have access to maintenance or establish any type of account residing on the banking system. Essential Duties and Responsibilities: Provide investment advice, portfolio analysis and trade execution for clients Recommend investment plans and instruments based on client's objectives, time horizon and risk tolerances. Periodically meet with clients to reevaluate client situation and adjust if necessary. Maintain client interests as the number one priority. Cross sell bank products if appropriate. Utilize a wide variety of investment vehicles including advisory services. Maintain relationships outside the bank to assist in gathering assets. Network with local professionals and be involved in the community. Participate in the company's referral program Maintain a level of expertise in financial markets and economic conditions Independent study Network with fellow Central Investment Advisor Financial Advisor Utilize research tools provided by broker dealer Ensure compliance with Central Investment Advisor Policy as well as broker dealer compliance manual Complete annual continuing education requirements Attend anti-money laundering training Attend Annual Compliance Meeting Complete Annual Compliance Questionnaire Complete required FINRA continuing education every 2 years Failure of above listed requirements can result in suspension, fines or termination Maintain books and records for all clients in the registered branch office Perform periodic review with client to update information Respond to inquiries made by LPL during new account document checks and trade surveillance via Clientworks. Maintain FINRA required files documenting activities in the office. Utilize contact management system, Redtail Establish new contacts/clients & maintain existing contacts Document all client contact and communications Keep notes regarding contacts with clients - useful if complaints are brought by client Assign tasks to support people Update and maintain required management reports (analytical duties) Ensure completion of monthly checklist & submission to Direct Supervisory Principal Communicate with program management on annual business plan and update on progress periodically Other duties and responsibilities Required attendance at quarterly sales meetings Establish relationship with bank branch for continued referral source Other duties as assigned

At TDW we put people first - that means working everyday to ensure the pipelines that run through our communities are operating safely and reliably. What sets us apart is our expertise, experience and commitment. Each day we dedicate ourselves to treating each other, our customers and our community with care and respect. Overview The Financial Analyst provides financial insights, analysis, and decision support to enhance the strategic planning and operational performance of the organization. The focus of this position will be working with our FP&A team to develop forecasts, budgets, and financial models, enabling informed decision-making, and driving business growth. Key Responsibilities Primary duties may include, but are not limited to: Provides analysis, insight, context, and perspective to support the regional operations management. Prepares monthly comprehensive variance analysis to the regions in the business unit and explains variances between actual and budgeted/forecasted/historical figures, as necessary. Provides and assists in financial analysis and direction for various internal- and external-related activities that may be assigned by the regional management team. Assists in the implementation of Key Performance Indicators (KPI's) in accordance and partnership with the guidelines provided by the OneERP Team. Assists in the implementation of automated systems to provide reports to management, ensuring that the information provided is timely, accurate, and adequate for management to effectively manage and control the operations. Assesses risk and collaborates with regions to build business case for any investment brought forward by the regional management. Participates in the budgeting and forecasting process, ensures consistency in the methodology across the regions of the business unit. Provide insights and recommendations based on modeling outcomes to support decision-making processes. Collaborate with cross-functional teams including Operations, Sales, and Marketing to understand business drivers and facilitate data-driven decision-making. Serve as a trusted advisor to groups across the organization by providing financial insights, analysis, and guidance to support their objectives. Assists in preparation of long- and short-range financial forecasts with input from the regional management and provides financial projections and analyses to management for development of the strategic plan. Experience Bachelor's degree in accounting or equivalent with 2-3 years of experience in finance. CPA preferred Knowledge, Skills, and Abilities Technical accounting skills and good understanding of budgeting and planning techniques Excellent communication and interpersonal skills, with the ability to effectively collaborate with cross-functional teams and present financial information to diverse audiences. Ability to understand overall business operations and perform analytical reviews Excellent communication skills and ability to work well within a team and with all levels of employees Straightforward thinker and strong analytical mindset Ability to build relationships with leaders Demonstrates pro-activity and solution-oriented approach.

R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. Seeking and paying for medical care is a significant challenge for many Americans. As an R1 Financial Counseling Associate, you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their medical service(s). You will be expected to accurately and compassionately explain financial options and obligations during financial counseling sessions held directly with patients. In this role, a successful candidate must display excellent customer service, commitment to assisting patients, and attention to detail. To thrive in this job, you'll need to be able to multi-task, use and navigate multiple systems, and communicate with compassion and authenticity to build trust with patients when discussing sensitive situations. Additionally, you will need to gain and display a thorough understanding of Medicaid and other funding programs to provide patients with clear and concise information. Previous experience as a financial counselor with a background in medical terminology, understanding State and Federal assistance programs, or relevant healthcare experience is a plus. Here's what you can expect working as a Financial Counseling Associate: You will have the opportunity to help patients navigate some of the most difficult times in their lives by reducing financial burdens related to their medical care. You will see, hear about, and/or be in the presence of illness and injuries. You may need to be up to date on all vaccinations (including but not limited to an annual flu shot), pass a drug test, and pass a background check prior to hire. This is a fast-paced work environment; you will need to be able to communicate complex coverage enrollment information with patients and assist with their applications effectively and efficiently. R1 training and Financial Counseling leaders are ready to help you gain the knowledge you need to be successful in this role. We at R1 care about your professional growth and development. Financial Counseling leaders are committed to fostering individual growth, and R1 provides a multitude of career and leadership development courses and programs. Requirements: High School Diploma or GED Excellent customer service skills Compassionate communication This role involves frequent movement between work areas and requires the ability to remain mobile throughout the day in order to perform essential job duties. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. R1 is an equal opportunity employer and does not discriminate on the basis of any protected status. For this US-based position, the base pay range is $15.35 - $23.13 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training. The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. R1 RCM Inc. (“the Company”) is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories. If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance. CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent To learn more, visit: R1RCM.com Visit us on Facebook #healthcare #customerservice #financialcounseling #rcm #insurance #hospital #medicaid #LI-TJ2022

Position DetailsReq IDreq1663Job Title BUSINESS INTERNSHIPDivision CorporateShiftFirst ShiftJob SummaryJob Summary Applies knowledge of basic administrative and business principles to assist in staff capacity by analyzing and coordinating office services such as personnel, budget preparation and control, fiscal affairs, equipment utilization, records control, and special management studies. A candidate must work in an administrative business department and be employed for a limited period from May through August of a year. Essential Functions & Key Responsibilities * Performs routine developmental assignments and applies standard solutions to problems or work situations of a routine or repetitive nature. Assists in the administrative and business operations as outlined below: * Studies management methods in order to improve the effectiveness and efficiency of workflow and reporting procedures. * Reviews and analyzes budget reports and prepares and develops budget modifications and recommendations. * Identifies administrative needs and develops appropriate solutions or recommendations. * Conducts research and analytical studies, preparing reports that include cost analyses, comparative financial data, and informational data to support findings. * Conducts cost/benefit analyses and evaluations of programs, staffing, and equipment utilization. * Analyzes procedures and workflow of a division or program, and recommends improvements in such areas as purchasing, accounting, budget development, and administration. * Studies methods of improving work measurements or performance standards. Performs other duties as required. These duties may include assignments in job classifications and departments other than the primary assignment.Minimum QualificationsEducation Requirements Minimum Other. A candidate must be currently enrolled in a business school at an accredited college or university in a accounting, finance, marketing, human resources or other applicable business-related discipline. If applicable, a combination of experience and training may be substituted for the education requirement. Experience Requirements 0 year(s) No experience in required for the position as it is established to gain business work experience over the summer break, generally from May through August. Skills and Competencies * Demonstrate competency in applying the following in performing normal job duties: * Communicate effectively in both written and verbal form using electronic media, telephone and direct contact with internal and external personnel. * Operate standard office equipment and demonstrate competency in the use of standard software applications such as Microsoft Word, Excel and Power Point. * Complete the Safety training specific to the area and/or equipment used. * Complete the required NORDAM University training for all Stakeholders. * Comply with The NORDAM Group Leadership competencies for Stakeholders. * Ability and willingness to assist and transfer technical knowledge to less experienced Stakeholders. Skills and Work RequirementsPhysical RequirementsPhysical Requirements Must be able to work in excess of eight (8) hours per day and five (5) days per week, if required. Additionally, those who work at NORDAM Repair Division must be able to ascend and descend stairs. Demand - Frequency Walk - Frequent Use hands to handle or feel or manipulate - Frequent Reach with hands and arms - Frequent Stoop, kneel, crouch, or crawl - Occasional Talk and hear - Frequent Use close vision, depth perception, and ability to adjust - Constant Travel between facilities (drive) - Occasional Stand - Frequent Climb Stairs - Occasional Weight - Frequency 50 pounds - Occasional Work EnvironmentWork Environment While performing the duties of this job, the Stakeholder is occasionally exposed to moving mechanical parts, fumes or airborne particles, toxic or caustic chemicals, and outside weather conditions. The noise level in the work environment is usually moderate.Supervision Supervision * Works with regular supervision. Follows standard written or oral instructions. May need additional assistance for more complex tasks. EEO Statement The NORDAM Group LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity or expression, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

Support Posting: Student Intern PCN#: Provisional Contract Type: Provisional Student Intern Remarks: Provisional Date Posted Internally: N/A *Per USPA 3.04, internal applicants who apply within five business days of the internal posting date and meet minimum qualifications of the position may be entitled to an interview. Requirements: Contact Human Resources Salary: $11.00 - $12.00/hr (Based on years of experience) Union Public Schools Support job descriptions are available at ***********************************

Tulsa, OK About Us Enovation Controls specializes in complex projects, offering unparalleled expertise and innovative solutions. As a turnkey provider, we are dedicated to delivering game-changing technology and exceeding expectations. Our commitment to excellence is embedded in our core values, and we seek individuals who resonate with our values and thrive in our dynamic environment. With diverse teams and a focus on high-performance standards, we are proud that Great Place to Work has honored Enovation Controls as one of the Best Workplaces in Manufacturing & Production for six consecutive years. Culture Enovation Controls has built a company and culture by living out our core values. We are looking for hungry, humble, and smart people who will embrace our core values and thrive in a fun and rewarding culture. Enovation Controls is a learning organization that conquers complexity with high expectations and performance. Our teams are multi-disciplined and offer a wide variety of experiences. Enovation Controls is a place where people grow their careers while building cutting-edge solutions. Description Enovation Controls is seeking a Financial Analyst (Data Champion) who will be responsible for promoting the value of data across the organization, acting as a liaison between the business units and the data governance team. This role drives data quality, fosters data literacy, and ensures data is used effectively, ethically, and in alignment with corporate objectives. The Data Champion collaborates across departments to identify data issues, support data-driven decision making, and advocate for best practices in data management. Key Job Responsibilities * Assist in the process of coordinating / compiling the annual budget and quarterly forecasts. * Collects and analyzes financial information to track the organization's progress against financial goals (Forecasts / budgets). * Prepare and maintain complex financial models. Assist in the month end closing process by preparing journal entries and performing account reconciliations. * Partner with IT, analysts and business teams to translate data needs into actionable requirements. * Assisting in quarterly and annual audits and SOX Internal Control testing. * Promote a culture of data-driven decision-making and accountability across departments. Qualifications Required Education Bachelor's Degree in business, accounting, finance, economics, or a related field. Preferred Qualifications: * Some accounting / analytical experience. * Manufacturing environment experience. * Understanding of ERP systems and data flows between business functions. * Strong analytical mindset and attention to detail. * Proficiency in business intelligence / reporting tools (Power BI, etc.). * Experience building data models, dashboards, and conducting root cause analysis. * Demonstrated success in cross-functional team environments. We are an equal opportunity employer and value diversity. All employment is decided on the basis of qualifications, merit and business need.

Are you a leader who has the following traits? Competitive Business Minded Coachable Communicative Self-disciplined Authentic If yes, consider becoming an Insurance Agent to drive a positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in invaluable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of the clients. Awards & Accolades... We're proud of our financial strength A++ Superior (A.M. Best) AAA Exceptionally Strong (Fitch) Aaa Exceptional (Moody's) AA+ Very Strong (Standard & Poor's) We're proud of our position in the industry New York Life was named a 2021 “Elite Gold Organization” by Chief Learning Officer magazine Training Magazine's Training Top 100 for 2021 We're proud to be recognized by organizations that also value diversity. Human Rights Campaign: 2022 Corporate Equality Index Forbes 2022: America's Best Employers for Diversity Latino Leaders 2022 Best Companies for Latinos to Work We're proud of the help we've provided and continue to provide to clients. 5.5 million Lives Protected. Includes all owners of individual life insurance and annuity policies $938 million Lifetime Annuity Income Paid. Includes all payouts on individual income annuity products $4.9 billion in Living Benefits Awarded. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed Over $1.1 trillion Life Insurance Protection In Force. Includes term, whole, and universal life What we're looking for... We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to the clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients. What we offer... Training and development. We'll equip and train you with a multi-faceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your career. You'll also get rewarded and acknowledged with sales incentives and professional development trips for our top-performing insurance agents. Digital tools. Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content. Products and solutions. Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as becoming a financial advisor with Eagle Strategies LLC, our investment advisory division that offers wealth management and advisory services, estate planning strategies, and business solutions. Human guidance. When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation. Individual agent performance will determine their income. Benefits include medical, dental, vision, a 401(k), and a pension.

Financial Analyst Salary: up to 95K SBCS has partnered with a growing organization who is seeking a highly skilled and motivated Financial Analyst to join their team on a full-time, permanent basis. The ideal candidate will have a strong background in finance and a passion for analyzing data and providing valuable insights to drive business decisions. Key Responsibilities: - Conduct financial analysis and forecasting, including budgeting, variance analysis, and financial modeling - Monitor and analyze financial performance metrics, identifying trends and providing recommendations for improvement - Develop and maintain financial reports and dashboards for key stakeholders - Collaborate with cross-functional teams to support strategic initiatives and identify opportunities for cost savings and revenue growth - Prepare and present financial presentations to senior leadership and clients - Stay updated on industry trends and best practices to ensure the company remains competitive and financially sound Qualifications: - Bachelor's degree in Finance, Accounting, or related field - 2-3 years of experience in financial analysis or a similar role - Strong analytical and problem-solving skills - Proficient in financial modeling and data analysis - Advanced Excel skills and experience with financial software - Excellent communication and presentation skills - Ability to work independently and in a team environment - CPA or CFA certification is a plus Benefits: - Competitive salary and benefits package - Opportunities for professional growth and development - Dynamic and collaborative work environment - Exposure to a variety of industries and clients - Work-life balance and flexible hours If you are a self-driven and detail-oriented individual with a passion for finance and a desire to make an impact, we encourage you to apply for this exciting opportunity with Strategic Business Consulting Services. We look forward to hearing from you!

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! Work Schedule Monday-Friday, plus some Saturdays as Required Sample Schedule: 8am-5pm, 9am-6pm, etc 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 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. 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