Finance planner jobs in Arizona

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. This position is best for a candidate who seeks to sharpen technical competency before advancing towards a client facing advisor role or is exploring the various career paths of a financial planner. The planner will be exposed to numerous advisors and clients to deliver comprehensive financial planning modules, utilizing various software and proprietary tools, as well as through working with our other in-house specialists in investments, tax, estate planning, and insurance solutions. To succeed in this position, one must be detail and process-oriented, analytical and have a high degree of follow-through and strong communication skills. Essential Job Functions for the Financial Planner II will include: Prepare financial plans for prospective and existing clients. This includes spending plans, investment analysis, retirement projections, Social Security analysis, education-funding analysis, stock options analysis, estate-planning analysis, tax planning, asset protection, and risk management needs analysis. Work with sales, advisors and clients to gather, organize and process data to prepare the financial planning analysis. Fluency with financial planning tools (ex: eMoney, Morningstar, SS Analyzer, CRM, portfolio accounting). Partner with advisor teams to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future. Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs. Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client. Keep current on financial planning topics including, but not limited to, wealth transfer strategies, complex retirement needs, Social Security, and tax planning. Co- present financial planning concepts and analysis with advisors. Assist with creating and implementing procedures to improve efficiency and enhance client experiences. Required Knowledge, Skills and Abilities: Bachelor's degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology or Finance related) Must have a Certified Financial Planner (CFP ) designation or must have a S65 and completed CFP coursework 3 years client facing financial planning experience. Excellent verbal, written, analytical and organizational skills Proficiency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, SS Analyzer, portfolio analysis). Ability to work independently managing and prioritizing deliverables Must be highly flexible and confidential with all matters Ability to travel up to 20% required Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Travel assumed up to 20% of the time. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: Company Paid Basic Life & AD&D Insurance Company Paid Short-Term and Long-Term Disability Insurance Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan. Two comprehensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for child and dependent care. 14 Company Paid Holidays with a full week off at Thanksgiving. Generous paid time off program for vacation and sick days Employee Assistance Plan Family Medical Leave Paid Parental Leave (6 weeks) Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time. Adoption Assistance Reimbursement Program Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more. 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Pet Insurance We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email *****************************. This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: Family and Medical Leave Act (FMLA) Employee Polygraph Protection Act (EPPA) Equal Employment Opportunity (EEO) U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization. E-Verify Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

If you are passionate about client experience and goals driven planning, then our team is the right place for you. As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private Client Advisor(s), within JPMorgan Wealth Management. As a Private Client Investment Associate within JPMorgan Wealth Management, you will be a vital member of our Consumer Banking team. Your role will involve a blend of operational, marketing, and administrative tasks, working closely with our Private Client Advisors. You will handle operational requests, nurture client relationships, and contribute to ongoing wealth planning. Your responsibilities will also include risk management and ensuring compliance with our business unit's operational procedures. This role offers the chance to strengthen client relationships, supervise account reviews, and positively impact our team culture. Your ability to prioritize tasks, monitor progress, and consistently meet deadlines will be key to your success in this role. Job responsibilities Work as a team with other associates to support a group of Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment

WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets. CORE VALUES: Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One Alerus ABOUT THE ROLE:Alerus is seeking a strategic and relationship-driven Institutional Investment Advisor to lead business development efforts with commercial banking, nonprofit organizations and government entities in the Minneapolis and Phoenix metro areas. This role is ideal for a seasoned professional with deep financial expertise and a passion for serving mission-driven institutions and public sector organizations. The successful candidate will be responsible for identifying new opportunities, cultivating long-term relationships, and delivering tailored investment and advisory solutions that align with client objectives and fiduciary responsibilities. WHAT YOU'LL BE DOING: Develop and execute a regional business development strategy targeting nonprofit organizations, foundations, endowments, and government entities. Build and maintain strong relationships with key decision-makers, boards, and finance committees. Serve as a trusted advisor, providing guidance on investment strategy, fiduciary oversight, governance, and financial planning. Collaborate with internal teams across retirement, investment, wealth, and banking services to deliver integrated solutions. Represent Alerus at industry events, conferences, and community engagements to enhance visibility and generate leads. Prepare and present customized proposals, RFP responses, and investment reviews. Maintain accurate records of business development activities and pipeline management using CRM tools. WHAT YOU SHOULD HAVE: Bachelor's degree in Finance, Economics, Business, or related field. Professional designations strongly preferred: CFA, CFP, CPA. Licensing preferred: MSRB Series 50 or 54. Minimum of 7 years of experience in institutional advisory, investment consulting, or related financial services. Proven track record of successful business development and relationship management with commercial, nonprofit or public sector clients. Deep understanding of fiduciary standards, investment policy consultation, regulatory requirements and restrictions, and portfolio construction. Exceptional communication, presentation, and interpersonal skills. Ability to work independently and collaboratively in a fast-paced, client-focused environment. Passion for serving mission-driven organizations and public institutions. Strong understanding of nonprofit governance, public finance, and regulatory frameworks. Entrepreneurial mindset with a proactive approach to client acquisition. High ethical standards and commitment to client service. Experience with OCIO services, public finance or nonprofit investment management is a plus. WHAT WE BRING TO THE TABLE: Competitive compensation including base salary, bonus and/or incentive opportunities. Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings. Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave. Learning and development resources for personal and professional career development, and advancement opportunities. Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services. Support for the communities we live in through paid volunteer time and a company donation match opportunity. WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds. BASE PAY RANGE: Typical Range: $100,000 - $140,000 annually plus incentive compensation -OR-Advanced Credentials (CFA, MBA, etc.) - $120,000 - $160,000 plus incentive compensation The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job. Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. 1. Consults with clients to identify their goals, objectives and appetite for risk. This collaboration should result in providing solutions and strategies that are aimed towards accomplishing clients' goals 2. Work in a team environment to identify and develop specific clients and prospects that are compatible with Northern target profiles 3. Utilizes broad knowledge of the investment markets and terminology to inform and educate clients and partners around various strategies, particularly around concentrated positions 4. Collaborates and understands working with NTSI traders to ensure excellence in execution 5. Participates in team conversations to help develop and implement best in class investment strategies and solutions that will to maximize their sales efforts 6. Thorough documentation of client notes/interaction into Salesforce is a must to ensure all members of the advisory team are informed and kept up to date on client interaction 7. Monitors the market and information sources to make appropriate and timely strategy decisions to clients and partners 8. Fully participates in all ongoing training and meeting initiatives 9. Sets personal sales goals and business plan with manager based on experience and product knowledge 10. Providing the highest level of client service to clients is a top priority 11. Operates independently; has in-depth knowledge of business unit / function 12. As subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level 13. Carries out activities that are large in scope, cross-functional and technically difficult. 14. Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities 15. Conducts preliminary analysis 16. Responsible for direct interaction with different committees and/or management 17. Strategic in developing, implementing and administering programs within functional areas '- Strong sales, communication, and group presentation skills. - Individual must be goal driven and self-motivated - Some travel may be required Experience :- Minimum 5+ years of securities industry and sales experience. - Must have broad based knowledge of all securities products, options expertise preferred. - Required Securities license: Series 7, 66 (or 63/65) - Professional designation preferred (CFP) Salary Range: $90,820 - 154,280 USD Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.

Job DescriptionWe are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Apply now!Compensation: $140,500 at plan earnings Responsibilities: Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products Create customized financial plans suitable for each client based on potential life changes and changing financial needs Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives Gather each client's financial information to determine financial status, cash flow, financial goals, and financial expectations 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 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: A Bachelor's degree in business administration, finance, or a related field is required CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required Excellent math skills, relationship skills, communication skills, and customer service skills are crucial Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital Competitive Enterprising Coachable Communicative Self-disciplined Authentic Winning Attitude About Company As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. We have over 176 years of industry success. Some of our accolades include: A promise to work with you to build a strong financial future for both you and your clients #73 on Fortune 100 in 2020 A leading company with many agents qualifying for MDRT 2 year after year Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA) as of 9/12/19 Full benefits when hired and 3 separate pensions New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity Lance Gillman, Senior Partner, New York Life

Job DescriptionWho We Are Culdesac is a real estate developer and neighborhood manager of walkable, mixed-use communities designed to embrace a culture of belonging, transportation freedom, and thriving local businesses. We built Culdesac Tempe, the first car-free community built from scratch in the US. Located directly on the light rail in Tempe, Arizona, it is already home to over 350 residents and 23 local businesses, and it will have 1000+ residents at completion. Culdesac is the co-developer and tech-enabled property manager. Learn more about our vision, our product, and how we are changing how people live, work, and move: Watch An immersive look at life in our car-free neighborhood by Hard ResetRead Living Car-free in Arizona, on Purpose and Happily by The New York TimesRead America's "First Car-Free Neighborhood" by DwellWatch Blueprint for Environmentally Friendly, Car-Free Living on PBS NewsHourListen to the conversation about designed environments to improve healthspan, mobility, and positive habits - Ryan Johnson and hall-of-fame basketball player Steve Nash on the Good Traffic podcast We're headquartered in Tempe, AZ, founded in 2018. CEO Ryan Johnson was on the founding team of Opendoor and has managed property since 2003. Our investors include Khosla Ventures (led OpenAI's seed round), Lennar (#2 U.S. homebuilder), Zigg Capital, and Y Combinator. The Role As a Senior Investment Associate at Culdesac, you will help drive data-driven decisions by maintaining and expanding our financial infrastructure and investment processes as we scale. You will play a key role in our real estate strategy, supporting the analysis of existing and potential locations, as well as related outreach, design, and planning. You will report to the Chief Investment Officer, while also working closely with our CEO, cross-functional teams, investment partners, lenders, and other key stakeholders. The Requirements While this list represents what we are ideally looking for, we encourage you to apply even if your resume includes strengths and experiences that don't match everything listed here. We expect most candidates will need at least 4-6 years of relevant experience to fulfill this position. Investment Analysis & Deal StructuringConduct due diligence on land acquisition opportunities.Build and maintain custom pro forma underwriting models.Evaluate financing alternatives and understand what “makes a deal work.”Lead a deal from cradle to grave. Financial Planning & ReportingOrganize the preparation and review of quarterly financial statements, annual budgets, and forecasts.Review market analyses, real estate tax forecasts, and disposition strategies.Prepare and review recurring investor, partner, and lender reports.Support the creation of quarterly board documents, presentations, and pitch decks for Culdesac projects and local stakeholders. Operations & Asset ManagementMonitor cash flow, distributions, and returns of existing projects.Ensure adherence to operating and capital budgets, surface variances, and communicate risks.Ensure assets operate in line with management agreements, JV agreements, and loan documents. Execution & Problem SolvingManage critical timelines and deadlines for transactions and capital raises.Identify and proactively resolve issues that could affect closing or capital flow. Transactions & LegalReview legal documents.Work with counsel to negotiate key deal terms.Support transaction closings, including the title process.Build familiarity with zoning and entitlement processes. Locations We are headquartered in Tempe, AZ. We encourage employees to visit and work from our beautiful Tempe office. For this role, we prefer candidates based in Phoenix, AZ or Dallas, TX, though we will consider qualified U.S.-based remote applicants. Benefits & Perks \uD83C\uDFE5 Benefits Package - Options for medical, dental, and vision coverage.\uD83E\uDD5A Family Planning Benefits - Support for family planning resources and services.\uD83D\uDC23 Parental Leave - Up to 12 weeks paid time off for qualifying events.\uD83C\uDFE6 401K Savings Plan - Retirement savings plan available to employees.\uD83D\uDDA5️ Work From Home Stipend - Up to $500 for equipment paid by the company.\uD83C\uDF0E Co-Working Stipend - $100 per month, paid by Culdesac, for space intended for work productivity directly related to Culdesac business (e.g., co-working day pass). Remote employees only. \uD83D\uDEB2 Mobility Stipend - Up to $500 to invest in your personal micro-mobility setup (e.g., e-bike, e-scooter, or accessories).\uD83D\uDEF4 Car-Free Commuter Benefit - $200 per month, paid by Culdesac. Tempe employees only. \uD83C\uDFE1 On-Site Living Discount - 25% discount on base rent for one unit at a Culdesac-managed property. Our Values As sprawl became commonplace in our cities, we grew less connected to each other. We normalized hour-long commutes, even as private vehicle ownership became the largest source of carbon pollution. Cars and roads began to dictate development decisions and shape urban life. At Culdesac, we blend technology, real estate, and culture to reimagine daily living. Come help us make our residents happier, healthier, and more productive - both in the years they spend with us and in the moments they share together. At Culdesac, we: Work as a team Be inclusive, drawing on the strengths of people who bring a different perspective.Find ways to work together that overcome disciplinary and geographic separations. Act from ownership Be output oriented. When we see a problem, we roll up our sleeves and fix it.Don't let blockers stop you from seeing your work through to the end. Rule 0, then iterate Don't start from scratch: learn from our own and others' previous attempts.Before mass private car ownership, all cities were models of walkability. We learn from the designs of the past and make them beautiful and relevant to today.Then, we learn from our own designs to continually improve. Design for humans Ask people for feedback and observe behavior. Only users know if we're creating value for them.Human paradoxes and contradictions are our opportunity to create joy.Respect the limits of what we can know and plan. In the complex organism of a city, emergent behavior rules. Create and capture value Focus on what our residents value: profitability is essential for sustainability and allows us to scale.Great places create positive externalities for ourselves and our neighbors, unlike the negative externalities of cars.We build value by executing on the fundamentals and excelling at mobility, community, and open space. Next Steps If you think Culdesac might be a good fit, we encourage you to apply! Here's our typical hiring process: 1. Recruiter Call (20 min) - Introductory conversation to learn more about you, your background, and logistics.2. Take-Home Assignment (2.5 hrs) - A practical exercise to showcase your skills.3. Finance Interview (30 min) - Deep dive with our Finance Leader into your professional experience and approach.4. CIO Interview (30 min) - Scenario-based conversation with our Chief Investment Officer.5. Culture & People Interview (30 min) - A discussion with our Head of People focused on alignment with Culdesac's mission, vision, and culture.6. CEO Interview (30 min) - A strategic conversation with our CEO on Culdesac's future vision, challenges, and opportunities, and how you can help shape them. We build in time for your questions at every stage because finding the right fit matters - for you and for us at Culdesac. We look forward to hearing from you! Culdesac is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, citizenship or immigration status, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Einstein AI is one of the most unique Crypto companies in the World, a Binance Partner and currently one of the top trading Algorithm's in the world. Our AI software algorithm, risk management software and top traders monitoring the market are seeing a minimum monthly trading ROI of 20%. We are looking for a very select team of Brokers, worldwide to work closely with Einstein and Binance to onboard clients investing in Cryptocurrency. A Einstein AI Sales Broker is one who loves to close and is passionate about cryptocurrency. You will be working with an elite group of people and can use our Global office facilities via WeWork. You wake up thinking about the coolest industry where you can work from anywhere, Cryptocurrency!! As an Einstein AI Broker you will yearn to satisfy your inner thirst for accumulating sales and building partnerships at the best trading firm in the industry with some of the most elite partners in the world. Our software is transparent and Investors can follow every trade by the second keeping their funds in their own custody safely, and allowing you to focus on new clients. If you recognise the possibility for investors to achieve profitability and efficiency improvements - and you believe you can onboard investors into the cryptocurrency market come join us! Experience within the Cryptocurrency space is great - but not an absolute necessity. Experience in Trading/Investing in Cryptocurrency would be awesome, but again - not required. The primary pre-requisite is that you believe you can educate High Net Worth Individuals/ Institutional clients and are willing to bet your time and future on it. We'll be happy to train you on the Einstein AIPlatform so that you can understand Einstein AI and see the opportunity in front of us. We are looking for Cryptocurrency Sales Brokers to focus on business development globally. We are looking for entrepreneurial, intuitive individuals capable of developing and establishing a pipeline of Investors around the world. Salespeople will be required to develop a working understanding of the Crypto markets along with technical expertise across the life cycle of client relationships, from initial on-boarding through account management. You would be working closely with the Einstein AI trading team and be responsible for developing an intricate knowledge of the services that we offer along with their suitability for various types of clients. Our culture is work hard - play hard. We are working on a game changing way to transparently create a trading engine for Crypto Investors to profit in a manner that is as high as any other within the industry. We are also building a close knit team and believe in having an "all for one, one for all" environment in which we can learn from and support each other. We hope you can be a part of it. In terms of compensation - we are a startup that is offering a commission structure per investment so that excellent performers exceed 100k USD per year. Einstein AI has some deep partnerships formed that is currently driving our company into a Fortune 500 model. We offer sales closing bonuses - which are obvious for any sales position - however I wanted to mention it specifically that top performers will be rewarded significantly. This is a leadership position - you will be open to heading business development within your territory or globally and are free to market with our material across the world. Remote work - We are remote most of the time and utilize WeWork for an office environment, but you can work from wherever you like as we have a virtual office model while using Wework for meetings. We have offices in London, Paris, Hong Kong, Singapore, Tokyo, New York, San Francisco, and many other cities. After you have established yourself with our company you can work from wherever you like. We are looking for individuals capable of raising 25k or more per month investment and will pay a generous percentage residual through bitcoin as a pay structure and a bonus for each signup. All brokers must have their own business/financial portfolio or network of high net worth individuals/Institutional clients when applying, Einstein AI no longer provides leads due to excessive signups. We are happy to assist your existing clients or potential clients on a conference call to explain how to get started and begin investment. Minimum investment is 20k USD in BTC equivalent. We do not accept less than 20k investment on HNW/Institutional and we recommend 1 BTC. The average investment made on Einstein AI is 2 BTC currently and we have 50 million in assets under management projected to 250 million by year's end. As a broker when you bring a client into the system they will be assisted in setting up a Binance account and connecting to Futures, Margin and Spot accounts. Currently our trading algorithm is 87% win percentage.. All Brokers will receive residuals from the leverage trading and all accounts are set up on our proprietary leverage algorithm. Einstein AI does not have wallets on our system, they are on the exchanges we trade on themselves so the funds are as safe as being in the bank and we guarantee the safety of the funds 100% insured. Your funds never leave your trading account on Bitmex or Binance unless you request a withdrawal which can be done directly or through Einstein AI depending on your account setup. Responsibilities Requirements Source new client relationships while educating them on the Einstein AI Opportunity and Bitcoin Maintain strong relationships with existing clients Work closely with trading and operations teams to successfully onboard new Investors Build a working understanding of crypto, its ongoing development and history Required Skills 3+ years in sales (preferably in the financial sector) or an established network of potential investors Demonstrated ability to establish a pipeline of Investors, prospect development and ability to close deals Fluent in English Ability to understand the crypto sales and trading environment Genuine curiosity/passion for the crypto industry Benefits Bonus is extensive for large portfolios, also with quota met you will be given access to our private group inside Einstein AI USA Office 415 Mission Street San Francisco, CA 94105 Europe Office 71-91 Aldwych London WC2B 4HN SE Asia Office 8 Cross Street Singapore 048424 Website *****************

Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and with one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today! Compensation: $100,000+ yearly Responsibilities: Identify, seek, and establish prospects continuously, and create strong relationships with new clients as their trusted advisor Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations Research and provide financial advice and strategies that meet the needs of client's risk tolerance and financial objectives and goals Create highly customized financial plans suitable for each client based on potential life changes and changing financial needs Help clients implement financial recommendations such as life insurance, investments, savings plans, mutual funds, and other financial products Provide exceptional customer service to existing clients; track and monitor co mmunications in the client file, including strategies and financial advice given Qualifications: A bachelor's degree in business administration, finance, or a related field is required Valid professional license, CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards), and FINRA Series 7 and 66 are required Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary Exemplary communication skills, math skills, relationship skills, and customer service skills are vital Comp uter proficiency, including MS Office, Google Suite, CRM systems, and financial planning software, is vital About Company Keeping a promise to help you protect and prosper for over 175 years At the heart of New York Life is a commitment to be there for our customers when they need us-whether today or decades into the future. Since 1845, we have delivered on that promise by investing wisely, managing finances strategically, and remaining true to our mission as a mutual company. We are the largest mutual insurer in the U.S. New York Life is the nation's largest mutual life insurance company, and our policy owners are at the center of everything we do. We answer to our policy owners, not to Wall Street. We answer to our policy owners, not to Wall Street New York Life is a mutual company, meaning we are not traded on the stock exchange, we don't have shareholders, and we don't answer to Wall Street. We answer to and operate for the benefit of current and future policy owners.

If you are passionate about client experience and goals driven planning, then our team is the right place for you. As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private Client Advisor(s), within JPMorgan Wealth Management. As a Private Client Investment Associate within JPMorgan Wealth Management, you will be a vital member of our Consumer Banking team. Your role will involve a blend of operational, marketing, and administrative tasks, working closely with our Private Client Advisors. You will handle operational requests, nurture client relationships, and contribute to ongoing wealth planning. Your responsibilities will also include risk management and ensuring compliance with our business unit's operational procedures. This role offers the chance to strengthen client relationships, supervise account reviews, and positively impact our team culture. Your ability to prioritize tasks, monitor progress, and consistently meet deadlines will be key to your success in this role. Job responsibilities Work as a team with other associates to support a group of Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment

As human beings we have a strong intrinsic need for safety and security. It could be said that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even stronger communities. If your idea of a dream career combines business ownership with the opportunity to create impact, you may have just landed on a winning combination. As a Financial Advisor at Touchstone Wealth, you will work directly with real people pursuing real dreams and facing real challenges as they prepare for long-term financial freedom. Touchstone Wealth symbolizes a point of reference, a standard of quality, and a guiding principle. We aim to emphasize our dedication to becoming the trusted touchstone in the financial services industry. Consider becoming a touchstone to your community, where you will join an elite group of financial professionals who share your passion for excellence and benefit from a great training and support system. How will you grow your business? You will… - Establish networks and cultivate referrals - Develop and maintain long-term relationships with clients - Provide financial solutions through fact gathering and needs analyses - Broaden and deepen your skillset through ongoing professional development and joint work Who do you need to be to succeed? - A strong relationship builder with a focus on putting people first - A connector of people - A dedicated worker: independent, self-motivated and goal oriented We will help you by providing… - Leadership support, business advice and guidance - Lots of training/support opportunities for collaboration and mentorship - Cutting edge technologies that make doing business much easier - A team-based environment that sees collaboration as key to success - Professional development assistance Qualifications: BA, BS and/or graduate degree or equivalent work experience required Market development/networking abilities Securities licenses preferred but not required (SIE, Series 7 and 66) #LI-TW1

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

**_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions. **_Responsibilities_** + Support Global Supply Chain Transportation Finance team in achieving financial goals, managing key Partner closely with transportation systems and operations teams to provide financial insights and support strategic initiatives + Support and maintain financial models to forecast transportation costs, assess performance, and identify cost-saving opportunities + Prepare monthly, quarterly, and annual financial reports related to transportation spend and operational KPIs + Analyze variances between actual results, budgets, and forecasts, providing actionable recommendations to stakeholders + Support budgeting and planning cycles for transportation and logistics functions + Monitor and report on transportation trends, regulatory changes, and market dynamics impacting financial performance **_Qualifications_** + Bachelor's degree in Finance, Accounting, or a related field, preferred + Minimum of 3 years of experience in finance preferred. Experience within transportation, logistics, or supply chain environments preferred. + Proven track record of building strong business partnerships with systems and operations teams + Solid understanding of financial principles, cost accounting, and budgeting processes + Strong analytical and problem-solving skills with attention to detail + Excellent communication skills and ability to present complex data to non-financial stakeholders **Anticipated salary range:** $80,900 - $115,500 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 12/13/2025 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Senior Financial Advisor & Planner (Brokerage/Premier) assists Empower's Personal Wealth investment clients with a wide range of financial matters and specifically assists clients who are enrolled in the Premier account program and our brokerage account service. This role acts as the quarterback and primary point of contact for a book of clients assigned directly to you (no prospecting) in the mass affluent category (AUM from $250k - $1m) and is responsible for providing an outstanding client experience. The role provides an outstanding client experience via proactively driving financial planning + guidance, being responsive/available to reactive client needs, and effectively communicating what clients can get from their relationship with Empower. Performance in this role is measured in a variety of ways, including client satisfaction, client retention, and enrollments into other financial services. Significant emphasis is placed on client retention & satisfaction. The ideal candidate lives in MT or PT timezones and/or is willing to work a 9-5 PT schedule. What You Will Do The ideal candidate will provide an extremely high level of service to our Empower Personal Wealth clients, retaining assets under management and garnering additional assets through diligent communication, proactive education, and unfailing responsiveness. Comprehensive relationship management via phone conversations, and email communication. Client interaction is both proactive and reactive Act as liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients An ability to clearly discuss portfolio, market, and economic discussions Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, savings strategies, and education planning. This role will also optionally collaborate with financial planning specialists on complex planning issues or comprehensive financial plans. Effectively coordinate with operational teams for client-related administrative issues Potentially take on ancillary duties such as assisting in the training of new Financial Advisor hires and conducting presentations to groups of clients around the country What You Will Bring FINRA Series 7, 63, and 65 registration(s) required within corporate-established timelines FINRA Fingerprinting Required Bachelor's Degree or higher in business, finance, or related field Exceptional verbal and written communication skills Proven track record in relationship management and customer satisfaction High-level knowledge of current investment products and industry services Excellent operational and organizational skills, with the ability to efficiently multi-task within a fast-paced environment Strong interpersonal skills, team-oriented, and collaborative What Will Set You Apart CFP preferred Experience with mass-affluent client communication within the investment advisory field ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** #pjpw What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $64,300.00 - $90,850.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 11-17-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.

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

Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective **Job Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: + Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs + Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies + Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies + Source prospective clients and capitalize on referrals + Deliver customized solutions and the full resources of Bank of America Merrill + Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience + Established and portable practice with a minimum of $1MM in production + Experience managing client portfolios and driving growth + Proven relationship building and business development skills Desired Skills: + Bachelor's degree or higher strongly preferred + Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent communication skills, both written and verbal + Highly entrepreneurial **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the "Know your Rights" poster, CLICK HERE (************************************************************************************** . View the LA County Fair Chance Ordinance (************************************************************************************************** . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Application Deadline: 11/27/2025 Address: 9333 N 90th Street Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and other similar products). Provides other solutions indirectly through referrals to business partners. Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning. Implements business development strategies to acquire new business (e.g. outbound calling campaigns, conducting seminars) and cultivate branch employee referrals. Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments). Implements a relationship management plan in collaboration with the lead relationship manager. Determines client needs and provides solutions though the sales of managed products and services. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides advice and guidance to assigned business/group on implementation of solutions. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones. Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels. Provides input into the planning and implementation of operational programs. Executes work to deliver timely, accurate, and efficient service. Identifies business needs, designs and develops tools and training programs; may include delivery of training to audiences. Employs systems (e.g. customized exception reports, tracking reports, etc.) to manage information. Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. Supports the development and promotion of a business/group program. Works collaboratively and in partnership with members of the client relationship team to apply a consultative sales process and continually enhance the client experience. Introduces clients to investment strategies and works with clients to develop a financial plan utilizing appropriate guidance tools. Implements a relationship management plan in collaboration with the lead relationship manager. Implements business development strategies to acquire new business (e.g. outbound calling campaigns, conducting seminars) and cultivate branch employee referrals. Communicates effectively with sales management and sales force to keep them informed of product developments and initiatives. Coaches and advises others on the team by conducting joint appointments and sharing product knowledge and sales tips. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function. Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. Identifies and recommends ways to enhance the client experience. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed Qualifications: Typically, between 4 -6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. FINRA Series 6, 63 and 65 Licenses OR FINRA Series 7 and 66 licenses. Life and Health Insurance Producer's License. Completed LTC Continuing Education Requirements. Strong working knowledge of financial industry. In-depth experience working with managed products and providing fee-based advice. In-depth understanding of deposit and loan (including mortgage) products and banking services. Technical proficiency gained through education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Salary: $51,800.00 - $95,900.00 Pay Type: Salaried & Commission The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Northwestern Mutual, one of the “World's Most Admired” companies according to FORTUNE magazine, has helped clients achieve financial security for more than 159 years. The company focuses solely and directly on its clients and seeks to deliver consistent and dependable value to them over time. Northwestern Mutual and its subsidiaries offer a holistic approach to financial security solutions including: life insurance, long-term care insurance, disability insurance, annuities, investment products, and advisory products and services. Our Northwestern Mutual offices in the Phoenix area rapidly expanding and currently seeking energetic financial sales representatives to continue our ambitious growth plan serving the greater Phoenix areas. Northwestern ranks #114 on Fortune's 500, was named the “World's Most Admired” life insurance by FORTUNE magazine, "Best Place to Launch a Career" by BusinessWeek, and recognized as one of the best places to work in America by Glassdoor.com. Job Description: Interns with the Northwestern Mutual Financial Network have the same opportunities to build their careers as full-time representatives. Supported by our network of specialists, training programs and mentoring opportunities, interns have access to the resources, products and assistance they need to help their clients and build their practices. Like Financial Representatives, interns strive to understand their clients' goals and visions in order to uncover financial solutions that put them on a path to success. Financial Representative interns are in business for themselves - but they're not alone to uncover financial solutions that put them on a path to success. Accolades, Ratings and Assessments: • Northwestern Mutual consistently earns the best possible insurance financial strength ratings from the four major financial ratings services. (Moody's Aaa, 4/2015; Standard & Poor's AAA, 6/2015; Fitch Ratings AAA, 6/2015; and A.M. Best Company A++, 6/2015. All ratings are subject to change. • The Northwestern Mutual Financial Network was named as having One of America's Top Ten Internships for 2015 by Vault Guide to Top Internships, 2015 edition. It has held this rank for nineteen consecutive years. Opportunity: Your local network office provides tools, resources and training to help you discover and build your markets to develop a successful practice as a Financial Representative intern. At Northwestern Mutual we believe training is a process, not an event. Can you envision a life of real world compensation, freedom and calling your own shots? Many college students cannot. The Northwestern Mutual Financial Network internship is a valuable opportunity for students to combine classroom learning with a real-life look into what they could truly make of themselves. For more information, visit our Web site at **************** Qualifications Preferred qualifications: To be considered for the position, you must be a full-time student at a four year institution. You must have strong interpersonal skills, be self-motivated and have a history of personal success. Additional Information Northwestern Mutual is annually honored as one of the “World's Most Admired Companies” in the life insurance industry according to FORTUNE Magazine's annual survey. Since 1983, FORTUNE magazine has surveyed industry executives and analysts 38 times to identify the companies that are among the “Most Admired” in their industry, 38 times, Northwestern Mutual has earned that distinction. Northwestern Mutual is annually ranked as one of the “50 Best Companies to Sell For” by Selling Power Magazine and recognizes as the best company to sell for in the financial services industry. Business Week recently recognized Northwestern Mutual as one of the “Best Places to Launch a Career”. Northwestern Mutual named “Best Places to Work” by Glassdoor.com (Ranking #1 in our industry). Ranking organizations that excel at training and leadership development, Training magazine ranked Northwestern Mutual among its “Training Top 125”. Ranked among the Top 10 independent broker-dealers as measured by total revenues by the leading investment industry publications: Investment News; Financial Advisor magazine; Financial Planning magazine; Investment Advisor magazine. All your information will be kept confidential according to EEO guidelines.

Full-time Description Established Registered Investment Advisory firm seeking a Financial Advisor to assist families, individuals, and institutions in identifying financial goals, work with our portfolio management team to design investment allocations and determine strategy selections to meet those needs, and manage ongoing client relationships. Candidates local to Phoenix, Arizona are encouraged to apply. Responsibilities Serve as lead advisor to new and existing clients of the firm. Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other suitable information needed to develop a financial plan. Manage client relationships, providing the highest level of service and support. Prospect and cultivate the expansive opportunities offered by our existing referral networks and pipelines. Inform, educate, and solicit investment consultants who refer clients to our firm. Speak with clients over the phone, via email and in person at regular review meetings. Work with clients to develop a financial plan and create an Investment Policy Statement. Consult with clients about their allocations and investment strategies as they evolve over time. Maintain a high level of organization during a busy work day. Prepares Investment Policy Statement for client portfolios and reviews investment strategy decisions with the firm's Portfolio Managers. Prepares financial plans for existing clients using the firm's financial planning software Explain to clients the financial advisor's responsibilities and the types of services to be provided. Contact clients periodically to determine any changes in their financial status. Follow all compliance procedures as outlined in the Compliance Policy and Procedures Manual. Respond to the Chief Compliance Officer and other compliance personnel as required/requested for completion of various compliance tasks. Limited travel may be required. Perform other related duties as required. Requirements Possess a true desire to help others achieve their financial goals. Possess strong time management and organizational skills. Dedicated team player with strong follow up, communication, and presentation skills. Being aware of others' reactions and understanding why they react as they do. Ability to adjust actions in relation to others' actions. Education, Training & Experience 4+ years of relevant industry experience required. Bachelor's degree required. Minimum of 4 years experience as an Investment Adviser Representative (IAR) required. Certified Financial Planning designation is preferred but not required. FINRA Series 66 license preferred but not required. Salary Description $110,000-$200,000 per year

Job DescriptionAbout This Role Our Investment Advisory firm (RIA) is internally driven to help individuals and families find peace and purpose for their money. We have a track record of exceeding client expectations and fostering relationships within our local communities. We are expanding our Advisory team in Traverse City and looking for Financial Advisors to be a part of our continued growth. Our Financial Advisors are valued partners who build relationships with families to help them achieve their long-term financial goals: retirement, building wealth, estate and tax planning, income strategies, and more. As a Financial Advisor, you'll be supported by our industry leading client services, marketing, and events teams. Our advisors educate over 400 households annually. Our educational and consultative approach allows our Advisors to focus on their advisory strengths while building strong relationships with our clients and our community. Our financial advisors do ZERO COLDCALLING or solicitation of friends and family. All leads and prospects are generated by the firm for the advisors. Opportunities include: Growth including uncapped earning potential and professional development opportunities Impact in the lives of your clients through comprehensive financial planning Support of our industry leading marketing, events, and client services teams Income potential directly correlated to your effort, ambition, and drive to help clients Culture built on exceptional training, support, and development Regular activities will include: Seek out and build a client base through educational seminars and workshops, referrals, etc. Onboard new clients through a thorough a fact-finding and needs analysis journey, getting to know their goals, priorities, and financial objectives as priority Develop and present unique and comprehensive wealth management strategies and income plans Review and monitor client's plans yearly, biannually and quarterly to make sure clients stay on track to meet goals and objectives Adhere to compliance policies and procedures Interface with an associate advisor / client servicing team, as needed, to ensure client are onboarded efficiently and client needs are resolved in a timely manner Our ideal candidate has: 3-5 years of experience in financial services NASAA registration with a Series 65 or equivalent Michigan Life License Clean background check and compliance record The right candidate's values will align with our core values. CORE VALUES Open, honest, positive, ethical Proud and loyal Client first Work works; get it done. Encourage the heart and show appreciation If you are a team player up for a challenge, we want to bring on confident individuals who thrive on solving family financial problems. The desired candidate MUST be comfortable communicating in both large and small group settings and willing to consider new or different products/investment strategies that are in the client's best interest. We are looking for someone with a warm and professional demeanor who excels in solving problems and following up appropriately. Salary Expectations - $150,000 - $500,000+