Finance planner jobs in Billings, MT

Financial Planner & Analyst Employment Type: Full-Time, In-Person Department: Finance Reports To: COO We're looking for a Financial Planner & Analyst (FP&A) to join our team and play a pivotal role in shaping the financial strategy, performance, and growth of the business. This position is responsible for establishing the Finance department within EVERGOODS. They will then be responsible for leading financial planning, forecasting, reporting, and analysis to guide key decision-making and ensure long-term fiscal health and sustainability. This role involves creating financial models, analyzing data to support decision-making, and preparing reports that provide insights into the company's financial performance and future projections. PRIMARY RESPONSIBILITIES: Planning & Analysis Lead the development, implementation, and ongoing management of the financial planning processes, including annual budgets, quarterly forecasts, and long-range strategic plans. Conduct in-depth analysis to support strategic decision-making, evaluate business performance, identify trends, and recommend actionable insights to optimize financial results. Analyze the impact of business strategies and initiatives, customer profitability and segmentation, and channel and brand profitability as they relate to business strategy and company goals. Reporting Manage and prepare monthly, quarterly, and annual financial reports for stakeholders that support key decision-making at EVERGOODS. Reports should include long-term financial and operational plans, short term forecasts, cash modeling and planning. Maintain, review and track departmental budgets Establish and track key performance indicators (KPIs) to assess business performance, monitor progress towards financial goals, and proactively identify areas for improvement. Invoice Management Oversee and participate in the invoice payment cycle, ensuring accuracy, timeliness, and proper coding of all transactions. Financial Forecasting Develop and maintain accurate forecasting models to project financial performance, monitor variances against budgets/forecasts, and prepare regular management reports to communicate key findings and recommendations. Inventory Planning Track all purchase orders, including expected arrival, payment terms, freight, and tariffs Reconcile Purchase Orders for amounts received domestically and direct shipped to wholesale. Reconcile wholesale inventory and collection activities. Maintain average cost inventory values and provide insight into inventory trends and cost drivers. Future-Proofing Continuously seek opportunities to enhance financial systems, processes, and reporting mechanisms, leveraging technology and best practices to improve accuracy and efficiency. Cross-Collaboration Partner with the CEO, COO, and key functional leaders to improve business performance and profitability through financial analysis, strategic planning, and risk management. Act as a trusted advisor, providing financial insights that drive strategic decisions and operational excellence. Special Projects As the business grows and changes, the role may be assigned special projects as needed. RELEVANT SKILLS Bachelor's degree in finance or economics. CPA or MBA preferred. Software proficiency in Xero Software for Small Business, Bill.com, and OnPay payroll solutions. Experience with utilizing Shopify or similar commerce platforms. 3+ years of progressive planning and financial analysis experience in a consumer products manufacturing/sourcing company that prioritizes direct to consumer sales. Proven ability to communicate effectively with stakeholders at all levels, present findings in a clear and concise manner, and influence decision-makers. Strategic mindset with the ability to think critically, solve problems, and contribute to the development of innovative solutions. Ability to work cross-functionally with all levels of the organization. Google Workspace tools (Drive, Calendar, Sheets, Docs, etc). Passionate about the EVERGOODS mission and eager to contribute to building a durable, high-performance brand. Employee Conduct: At Evergoods, we expect every employee to contribute to a positive work environment through cooperative and professional interactions with colleagues, customers, and vendors. A collaborative and respectful attitude is essential. Equal Employment Opportunity: Evergoods is an Equal Employment Opportunity employer. All qualified applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other factors prohibited by law.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Independent RIA Billings, Montana Fast growing and dynamic National Wealth Management Firm with 6B+ AUM seeks an Associate Wealth Advisor in Billings, Montana to support the Senior Wealth Advisor as the Founding partner transitions towards retirement over the next 12 months. Clear track to equity partnership Highlights Opportunity to transition relationships and serve as the lead advisor for high net worth households in a collegial, family-oriented office environment backed by the strength of a national platform Serve as a relationship-focused associate advisor, caring for existing clients, engaging in community events, and supporting growth Access to extensive planning capabilities inclusive of in-house tax planning, compliance, and estate planning to provide best in-class service The Firm has an extensive array of investment offerings to create well balanced risk adjusted portfolios through individual securities and fixed income positions and high-quality ETF's as well as a full suite of alternatives Collaborative culture with employee-owned leadership, ensuring strong advancement potential and equity opportunities

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who You'll Work With Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. About the Role Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. Responsibilities You will meet with existing and prospective clients to plan their financial future. Utilize our company-provided technology and tools to improve your operation. You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. To help you get started, we offer you the resources needed to create your own success: Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support Skills and Qualifications High school diploma or GED Ideally, you have 2+ years of experience working as a Financial Advisor. A proven and successful sales track record. You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66. You also have an active state variable life and health license. Work Location This position is currently designated as remote. Estimated Travel May include up to 25% travel. This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. Employee Assistance Program: Confidential counseling services and resources are available to all employees. Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company

Job Details Worland Office - Worland, WYDescription Working at Legacy Financial Partners is more than a job; it means having the opportunity to make a difference in the lives of our clients and the communities we serve. Our team is made of a diverse group grounded by core values: Service, Leadership, integrity, Community and Excellence. We feel strongly that creating an extraordinary client experience begins with extraordinary office culture. Joining Legacy Financial Partners comes with benefits to support you in your professional and personal journey. We offer our team: Learning + Development: leadership development programs and goal setting create big possibilities for your career and life. Develop within the company; be mentored and grow as a leader Innovation: be involved in creating solutions to workplace challenges regardless of your role and be empowered to have a voice and leadership Teamwork: experience what being a part of the Legacy Financial Partners family feels like. Be inspired, encouraged, and cheered on by your teammates while being supported in your life Competitive Pay Comprehensive Benefits Package : Medical, Dental, Vision, Employer HSA Contribution, PTO, Retirement, Clothing, Annual Meeting (team building retreat) Collaborative Environment and Innovative Culture Education Reimbursement: never quit learning and growing in your career As a Financial Advisor, you will help clients identify their distinct financial needs and objectives and recommend products and services to help achieve goals. Goals are diverse and could include helping with investments, saving for a child's education or major purchase, planning for retirement, or estate planning. The Financial Advisor role leads this effort with clients and provides advice and guidance with clients as they strive for their financial health and wellness. Key Responsibilities: Client Acquisition - develop strategies to acquire new clients with a plan (referrals, networking, seminars, etc.). Attend events as appropriate. Practice Development - prepare annually and track toward a business plan, including goals of total GDC, recurring revenue, new clients with a plan, net flows, assets under management, and financial plans. Meet weekly with leader to discuss strategies to meet goals. Client Relationship Management - the key role in managing the relationship with clients; responsible for managing the plan delivery, answer client questions, overcome objections, etc. Advanced Case Analysis including estate planning, tax strategy, retirement distribution, protection planning, etc. Lead direct staff reports - conduct regular meetings to discuss workflow, clients' requests, tasks etc. Participate in team activities - attend staff meetings, staff retreats, contribute with suggestions on enhancing the client experience or creating practice efficiencies. Continue education and professional development - complete all continuing education requirements, participate in professional development opportunities, seek ways to build credentials (awards, designations, etc.). As you are considering applying with Legacy Financial Partners, we encourage you to think outside the box - because we do! You may not have 100% of the skills, but we are dedicated to hiring people who fit our culture and have exceptional talent, ability, and potential. Please apply if this a great match for your unique skillset and strengths. Legacy Financial Partners, which has 29 locations in 6 states, offers customized advice, value based planning, and digital tools to help clients feel more confident and secure in their financial future. Our organization is committed to empowering people to accomplish more. Apply today! Qualifications FINRA Licensed: SIE, Series 7, Series 66 & Wyoming State Insurance licensed Required Full Benefits As a full time employee of LFP Consulting, you are also eligible for our benefits program, which includes medical, dental, vision, life & disability insurance, 401(k), PTO, holiday pay and other benefits which will be described in more detail in Paycom on your first day of employment.

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.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

**_What Finance Operations 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. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes. + Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies. + Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience. + Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems. + Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce. **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of pricing and/or contracts experience or similar work experience preferred + 2+ years in a customer facing capacity highly preferred + Experience with the following systems preferred + SAP/Business Objects + Salesforce + MS Excel + MS Vizio/Lucid Chart **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **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:** 02/06/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#LI-SP-1 _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 (***************************************************************************************************************************

Benefits: Retirement Benefits Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At the Yoder District - Northwestern Mutual, we inspire individuals to align their actions with their intentions, empowering them to achieve financial security and live purpose-driven lives. Our vision is rooted in a family-like culture built on integrity, personal responsibility, and gratitude. Together, we strive to make an impact-both in the lives of those we serve and in our community. Through our elite training programs, advanced designations, and personal growth initiatives, we cultivate a team of people of character who are motivated to lead, grow, and give back. We are proud to support causes close to our community, including the Cystic Fibrosis Foundation, Realities for Children, Jae Foundation, and Slammin Famine, ensuring our legacy of care extends far beyond financial planning. Our commitment to growth, integrated financial planning, and community giving makes us the destination of choice for clients and team members alike, creating meaningful connections that inspire a lasting impact. Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** Our Thriving Offices are Located: District Office: 3665 John F Kennedy Parkway Building 1 Suite 100 Fort Collins, CO 80525 Cheyenne, WY 212 E 22nd Street Cheyenne, WY 82001 Laramie, WY 866 N 4th St, Ste 2, Laramie, WY 82072 Greeley, CO 710 11th Ave Unit L45 Greeley, CO 80631 Expansion across Jackson, WY. A Glance at Northwestern Mutual (NM):Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners-not Wall Street. We began in Wisconsin in 1857, and today we're one of America's top companies - as was recognized by FORTUNE as one of the “World's Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business:Haley Stevens - Chief Operating Officer: How long with NM? Joined Northwestern Mutual 7 years ago. Prior Experience? Previously was in Retail Management as well as Sales Management before starting with NM. Passionate About? Loves family and travel. Enjoys the benefits that NM provides with work and life that allows her to spend as much time as she can with her kids and other members of her family. Bailey Bergstrom - Director of Recruitment and Selection: How long with NM? Been with Northwestern Mutual for 2 years. Prior Experience? Previously was in Real Estate Management and IT Recruitment before starting a career with NM. Passionate About? Loves spending time with friends and family. Advocate for health and fitness and loves to run and strength train. Ryan Yoder - Managing Director, Partner, and Wealth Management Advisor: How long with NM? Been with Northwestern Mutual for 29 years. Prior Experience? Graduated from Colorado State University. Co-owner of R&R Chicken Farm before starting with NM. Passionate About? Loves spending time with his wife and 4 children. Enjoys serving as the Head Men's Basketball Coach at Resurrection Christian High School in Loveland, CO. His mission is to influence people for eternity, inspiring and equipping them to live a life of significance. Cory Schroeder - Managing Partner, Wealth Management Advisor: How long with NM? Been with Northwestern Mutual for 5 years. Prior Experience? Was in the military and also owned a few of his own businesses prior to starting with NM. Passionate About? Loves spending time with his wife and 2 daughters. Also enjoys hunting and being an instructor to future Army National Guard members. Josh Schilt - Financial Advisor: How long with NM? Been with Northwestern Mutual for a year and a half. Prior Experience? Former college student and also worked on a fencing crew building fences for cattle. Passionate About? Loves spending time with family as well as hunting and hiking in the mountains. Brian Campbell - Growth and Development Director: How long with NM? Been with Northwestern Mutual for 19 years. Prior Experience? Began his career with NM as an intern while attending Colorado State University. Passionate About? Loves spending time with his family and coaching his boys in competitive flag football. Also enjoys watching his daughter play basketball and ride horses competitively. About the Financial Representative Role:As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred, but not required. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ryan Yoder is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available. Compensation: $65,000.00 - $75,000.00 per year

Job Description Title Wealth Advisor Strong preference of working 3 days in the office Compensation Salary + Target Bonus - $115,000 to $325,000+ About Us Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago with $14 billion in assets under management. We are committed to building meaningful relationships and making a difference in our clients' financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi Capital is perennially ranked among Barron's Top 100 Independent Registered Investment Advisors globally. Our values-Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment-are at the core of our culture. The Role We're looking for a passionate, self-driven individual to join our Client Advisory Team as a Wealth Management Advisor. In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives. Curi Capital is an established Registered Investment Advisor (RIA) where individuals that are team-oriented, relationship-driven, and naturally curious will thrive. As a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business. Key Responsibilities: Offer comprehensive wealth planning and provide advice on all aspects of a family's financial well-being, which include: Financial planning and budgeting Holistic balance sheet advisement (including cash and debt) Asset allocation and investments Estate and tax planning Insurance analysis and review Charitable Strategy Responsible for growing business through business development and referral generation from clients Demonstrate a strong knowledge of capital markets and the importance of asset allocation to advise clients Demonstrate a genuine involvement in the local community Work with other team members to develop and strategize best practices for fostering and maintaining strong client relationships Key Skills: Team-oriented, relationship-driven advisor High integrity, honest, respectful individual Curious and coachable disposition Passionate about serving clients Strong ability to foster relationships both externally and internally Demonstrated strong work ethic Good communicator with superior written and oral communication skills High attention to detail and well organized Strong critical thinking skills to assess clients' financial position and needs or requirements to attain clients' goals and objectives. High standards of professionalism while working with clients and team members Key Qualifications: Certified Financial Planner (CFP) designation - required Five years of relevant experience managing all facets of wealth management - required Bachelor's degree - required Experience serving physicians is preferred but not required Demonstrate strong, established client relationships Experience with financial planning software (MoneyGuide or eMoney) Benefits: Curi offers comprehensive health benefits, including medical, dental, vision, and life insurance. Additional benefits for eligible team members include education assistance, a 401(k) with employer match, short-term and long-term disability, flexible time off, 10 paid holidays, and summer hours.

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

Job Type: Full Time -MUST RESIDE IN MT * Your experience matters At Community Medical Center, we are committed to empowering and supporting a diverse and determined workforce who can drive quality, scalability, and significant impact across our hospitals and communities. In your role, you'll support those that are in our facilities who are interfacing and providing care to our patients and community members. We believe that our collective efforts will shape a healthier future for the communities we serve. Department/Unit Summary A Revenue Cycle Analyst reconciles and posts all payments received, identifies discrepancies and analyzes issues to ensure payments are posted timely. Manages Athena claims worklists as assigned. Reports to: Patient Financial Services Director How you'll contribute: Responsible for reviewing and maintaining charge description master (CDM), and/other pertinent regulations and policies, ensuring all data elements are accurate and comply with all payor requirements. Analyzes financial and utilization data to provide decision-making information relating to specific revenue cycle metrics and reimbursement. Reviews and interprets various regulatory billing and coding updates, to remain compliant and accurate to minimize misbilling's. Resolves issues that arise from information submitted and revenue cycle issues. Provides validation reviews, audits, documentation and training for the area of knowledge, sharing information with Finance, Medical Records and other revenue producing areas or departments. Works closely with the lab to ensure all necessary late charges are applied to the accurate account. Perform other duties as assigned. What we offer Fundamental to providing great care is supporting and rewarding our team. In addition to your base compensation, this position also offers: Comprehensive medical, dental, and vision plans, plus flexible-spending and health- savings accounts Competitive paid time off and extended illness bank package for full-time employees Income-protection programs, such as life, accident, critical-injury insurance, short- and long-term disability, and identity theft coverage Tuition reimbursement, loan assistance, and 401(k) matching Employee assistance program including mental, physical, and financial wellness Professional development and growth opportunities Qualifications and requirements: Associate's degree or related work experience Minimum Work Experience At least 5 years of in Finance or Billing required Required Skills A. Basic computer skills B. Knowledge of CPT and HCPC codes C. Medical terminology D. Critical thinking skills E. Ability to work with minimal supervision F. Must be able to learn unfamiliar concepts quickly G. Must have in-depth knowledge of the billing procedures H. Ability to learn the procedures of the charge master maintenance About Us Community Medical Center is part of Lifepoint Health, a diversified healthcare delivery network committed to making communities healthier with acute care, rehabilitation, and behavioral health facilities from coast to coast. From your first day to your next career milestone-your experience matters EEOC Statement “Community Medical Center is an Equal Opportunity Employer. Community Medical Center is committed to Equal Employment Opportunity for all applicants and employees and complies with all applicable laws prohibiting discrimination and harassment in employment.”

Join Our Growing Team as a Client Trust Advisor - Build Strategic Partnerships That Drive Growth! Are you passionate about building collaborative business relationships and unlocking new growth opportunities? We're seeking a detail-oriented and strategic Client Trust Advisor to join our dynamic team. In this role, you'll help establish and manage joint venture partnerships, facilitate seamless collaboration between organizations, and contribute directly to the company's long-term success. Why You'll Love This Role: 💼 Comprehensive Training - No prior joint venture experience? No problem! We provide thorough onboarding and ongoing mentorship to ensure your success. ⏰ Flexible Schedule - Enjoy a healthy work-life balance with full-time and part-time options. 📈 Career Growth - Clear pathways to advancement into strategic partnership, business development, or leadership roles. 💰 Competitive Pay - Stable base income plus performance-based incentives. Key Responsibilities: Support the planning, coordination, and execution of joint venture initiatives. Act as a liaison between internal teams and external joint venture partners to ensure alignment and efficiency. Conduct market and partner research to identify high-value joint venture opportunities. Track and report on joint venture performance metrics and provide insights for continuous improvement. Help manage agreements, timelines, deliverables, and relationship milestones. Contribute to the development of strategies that maximize mutual value from partnerships. What We're Looking For: ✔ Strong interpersonal and communication skills ✔ Analytical thinker with a collaborative, solution-oriented mindset ✔ Highly organized with excellent attention to detail ✔ Ability to manage multiple priorities and coordinate across teams ✔ Experience in partnerships, business development, client account management, or project coordination is a plus (but not required) Perks & Benefits: ✅ Paid training and continuous professional development ✅ Health insurance and retirement plan options ✅ Performance bonuses and recognition incentives ✅ Clear career advancement opportunities within partnership and strategy roles 🚀 Ready to Build Something Bigger Together? If you're ready to grow in a role where collaboration and strategy drive success, apply today! Join us as a Client Trust Advisor and help shape powerful partnerships that fuel innovation and growth. 👉 Your future starts here-let's build something great, together.

We are hiring: Client Advisor-In Charge Starting Wage Salary: The starting salary for this position is $19.00-$21.00 per hour, DOE. Job Type Full-Time, Non-Exempt Schedule Standard Hours: Various shifts needed; to be discussed at interview. Training Orientation: Alternatives provides thorough orientation and training for all new staff. You can expect a one-week orientation, where you will learn all about Alternatives and be prepared for your role. This first week is scheduled from 9 AM to 5 PM at our Alternatives Training Center. Training: After completing orientation, you will undergo a one-week specialized training for your role, in conjunction with an HR trainer. These first two weeks are 9am-5pm Monday-Friday, you will then move into your offered/assigned schedule following the training period. What Skills do you need? The Client Advisor In-Charge is experienced in corrections, law-enforcement, and/or social services, with some experience in supervision or running a shift. Must haves: High School Diploma Undergraduate degree preferred. Valid driver's license. Ability to pass federal workplace drug screen process. Ability to pass state and federal background check. Must be able to delegate tasks, respond to inquiries, and train others. What will you do in this position? Client Advisor In-Charge is responsible for welfare, accountability, safety, and health of residents and staff in the facility on their assigned shift. In-Charge staff are responsible for ensuring all security checks and functions are conducted on residents. Some of the duties will often include but are not limited to: Point-of-contact for shift; will direct other CA staff as needed. Ensure new CA staff are assigned a mentor and being actively trained while on your shift. Ensure duties during shift that are on the In-Charge checklist are accomplished. Arrange coverage as needed in event of absence of scheduled staff. Assist in revisions of resident handbooks, SOPs, addendums, and trainings. Task delegation and oversight. Attend meetings as assigned. Let us tell you more about our team! The Security/Operations teams at our facilities are run by experienced Operations Supervisors with combined over 25 years' experience in the corrections field. The Security/Operations Departments at each facility are comprised of Client Advisor Supervisors, Client Advisor In-Charges, and a variety of other Client Advisors/Security staff, that all keep things running and operating smoothly for our residents and staff. They are looking forward to the addition of new Client Advisors to help with everyday security functions and innovative ideas for our team. Benefits: We offer a robust benefits package available to employees working 30+ hours/week, following 60 days of employment! * Medical - Employer pays $511.00/month toward Employee coverage. * Additional plans for children and family available at employee cost. * Dental - Employer pays 100% of Employee-only coverage. * Affordable coverages available for children and families at employee cost. * Vision - Affordable plans available for Employee, children, and families at low cost. * Life Insurance - Agency pays for $25,000 coverage plan on all benefit-eligible employees. * Supplemental life insurance plans available at employee cost. * Short-and-Long-term Disability: 100% Employer paid coverage for employees. * 401k/Retirement plan - Employees eligible for 401k contributions following 1 year of employment and 1000 hours worked. * Employer profit sharing eligible annually, based on board approval. * AFLAC - Supplemental plans available to employees for themselves and families at employee cost. The following benefits are available to all employees working 20+ hours/week on a pro-rata basis - starting from DAY 1! * PTO - Accrue PTO as soon as your first paycheck. * Employees from 0-2 years of employment accrue 4.65 hours per pay period - this comes to 15 days a year! * Increments increase with tenure at 3 years, 5 years, and all subsequent 5-year marks following, up to 25+ years. * Paid Holidays - Enjoy the benefit of 11 paid holidays! Talk about perks…. * Alternatives is PSLF approved employer - get your student loans forgiven by working for a non-profit. * We offer a scholarship program after 1 year of service. Use this opportunity to complete that degree, get specialized training, or certify in a specialized area. * Birthday lunch - enjoy lunch on us for your birthday! Join coworkers and meet other team members you might not see regularly. $15.00 allowance provided for your special day. * We love to promote our team members! We often see internal growth and promotions, and we have longevity that speaks to this as well… our CEO has been here over 40 years, and many are in positions of 10+ years!

At Logan Health, we're more than just a healthcare provider-we're a community. Nestled in the heart of Montana, we are committed to delivering exceptional care to our patients while fostering a supportive and collaborative work environment for our team. As a member of Logan Health, you'll be part of a dynamic team that values compassion, innovation, and excellence. We offer opportunities for growth, comprehensive benefits, and a chance to make a meaningful impact in the lives of those we serve. Come join us and experience the Logan Health difference, where your passion meets purpose in a place, you'll be proud to call home. Our Mission: Quality, compassionate care for all. Our Vision: Reimagine health care through connection, service and innovation. Our Core Values: Be Kind | Trust and Be Trusted | Work Together | Strive for Excellence. Join the Patient Financial Advising Team! Location: Logan Health Medical Center - Kalispell, Montana Shift: Day Shift - 8 Hours | Full-Time - 40 Hours Are you passionate about making a meaningful impact in healthcare and helping patients navigate their financial journey? At Logan Health, we are seeking an enthusiastic and compassionate Patient Financial Advisor to join our team. In this dynamic role, you will be the go-to expert for patients and their families, guiding them through financial responsibilities and presenting various payment options with empathy and clarity. You will play a vital role in connecting patients with resources, including assisting with Financial Assistance applications and partnering with pharmaceutical companies to secure grants and financial aid. Your commitment to providing exceptional support will help our patients focus on their health and well-being, driving our mission to deliver outstanding care. Key Responsibilities: Conduct bedside interviews with patients to explain financial responsibilities and document all interactions. Process Financial Assistance applications according to policies and guidelines. Collect payments at the point of service, set up payment plans, and update the Accounts Receivable system. Assist patients with pharmaceutical assistance programs following established procedures. Review provider and chemotherapy schedules, monitor insurance claims, and coordinate follow-up with billing. Evaluate chemotherapy protocols to determine insurance coverage and patient responsibility. Collaborate with clinical staff for pre-authorization or other financial needs impacting scheduled services. Meet with patients to address financial questions and coordinate with relevant departments. Maintain communication deadlines and work toward team goals. Provide a welcoming, caring, and service-oriented patient experience. Maintain consistent attendance as scheduled. Basic Qualifications: 1+ years of experience with basic accounting principles and mathematical computations including percentages required. Proficient with technology; including proficiency in Microsoft Office Suite, with intermediate knowledge of Microsoft Excel, including data entry, formulas, and basic functions. Ability to effectively and clearly convey financial information, concepts, and programs to various audiences. Preferred Qualifications: Prior experience in a healthcare organization working with clinicians, insurance carriers, and government entities. Possess an understanding of the confidentiality laws that govern the provider-patient relationship, including but not limited to HIPAA guidelines. Excellent verbal and written communication skills. Possess the ability to learn other software as needed. Excellent organizational skills, detail-oriented, a self-starter, possess critical thinking skills and be able to set conflicting priorities. Commitment to working in a team environment and maintaining confidentiality. Excellent interpersonal skills with the ability to manage sensitive and confidential situations with tact, professionalism, and diplomacy. --- Qualifications: Proficient with computers including Microsoft Office and spreadsheets required. Possess the ability to learn other software as needed. Proficient with basic accounting principles and mathematical computations including percentages required. Perform ten key by touch preferred. Prior experience in a healthcare organization working with clinicians, insurance carriers, and government entities preferred. Possess an understanding of the confidentiality laws that govern the provider-patient relationship, including but not limited to HIPAA guidelines. Excellent organizational skills, detail-oriented, a self-starter, possess critical thinking skills and be able to set priorities and function as part of a team as well as independently. Commitment to working in a team environment and maintaining confidentiality as needed. Excellent verbal and written communication skills including the ability to communicate effectively with various audiences. Excellent interpersonal skills with the ability to manage sensitive and confidential situations with tact, professionalism, and diplomacy. Job Specific Duties: Performs bedside interviews with patients as applicable to assigned area(s) and per department protocol. Explains financial responsibilities, options and and documents all patient interactions in notes. Reviews and processes Financial Assistance applications and administers program in accordance with documented policies and practices. Performs Point of Service Collections (POS). Denotes any agreed upon payment arrangements and posts deposits collected into the Accounts Receivable (A/R) system. Assists patients with potential pharmaceutical assistance programs in conjunction with policies and procedures. Coordinates with clinical staff as needed for clinical information for pre-cert/pre-auth or financial situations, which may have an effect on, scheduled services. Meets with patients to discuss questions regarding the financial portion of the patient's care. Coordinates with other departments as applicable. Screens patients for potential third party payment assistance and connects patient with appropriate resources. Obtains certification as Market Place associate each year prior to open enrollment. Assists patients in navigating The Market Place website and explaining various insurance choices. Adheres to communication deadlines and strives to attain goals. Supports and models a welcoming, caring and service oriented experience. Assists in navigating The Market Place during open enrollment periods and provides patients with estimated out-of-pocket charges for specific services being rendered. The above essential functions are representative of major duties of positions in this job classification. Specific duties and responsibilities may vary based upon departmental needs. Other duties may be assigned similar to the above consistent with knowledge, skills and abilities required for the job. Not all of the duties may be assigned to a position. Maintains regular and consistent attendance as scheduled by department leadership. Shift: Day Shift - 8 Hours (United States of America) Location: Logan Health Medical Center - Kalispell, Montana Shift: Day Shift - 8 Hours | Full-Time - 40 Hours We are committed to creating a supportive, team-driven environment where your skills can flourish. Our organization operates 24/7, offering flexibility in your schedule while empowering you to be a part of something bigger-improving healthcare outcomes for all. Schedules are set to accommodate the requirements of the position and the needs of the organization and may be adjusted as needed. Notice of Pre-Employment Screening Requirements If you receive a job offer, please note all offers are contingent upon passing a pre-employment screening, which includes: Criminal background check Reference checks Drug Screening Health and Immunizations Screening Physical Demand Review/Screening Equal Opportunity Employer Logan Health is an Equal Opportunity Employer (EOE/AA/M-F/Vet/Disability). We encourage all qualified individuals to apply for employment. We do not discriminate against any applicant or employee based on protected veteran status, race, color, gender, sexual orientation, religion, national origin, age, disability or any other basis protected by applicable law. If you require accommodation to complete the application, testing or interview process, please notify Human Resources.

Job Description Embark on a fulfilling career dedicated to helping individuals and families achieve long-term financial well-being. In this role, you will guide clients through pivotal life stages-planning for education, navigating major expenses such as mortgages and healthcare, and preparing for a secure and confident retirement. Whether you are launching a new career, expanding an existing practice, or beginning your professional journey, we provide robust training, tailored support, and a comprehensive suite of financial solutions to position you for success. As a Financial Advisor, you will have the opportunity to cultivate lasting client relationships, enjoy the autonomy of an independent practice, and benefit from significant earning potential-all while making a meaningful impact on clients' lives as they move through both significant milestones and life's more challenging moments. Compensation: $50,000 - $150,000+ at plan commission Responsibilities: Conduct comprehensive financial needs analysis and develop personalized strategies to address clients' financial objectives. Provide advice on a wide range of financial products and services, including but not limited to: life insurance, annuities, retirement plans, and tax planning strategies. Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients. Build and maintain strong relationships with clients through regular communication and exceptional service, helping to ensure their financial goals are met and exceeded. Actively prospect and generate new business opportunities through networking, referrals, and community involvement. Qualifications: Desired Skills & Qualifications: Bachelor's Degree or equivalent in work experience. Excellent communication and relationship-building skills. Integrity and Strong Work Ethic. Business-Minded Spirit. Confidence and Resilience. Competitive Advantages: Extensive professional development, training, and mentoring programs. Industry leader with excellent financial strength and impeccable integrity. Innovative market development tools. State-of-the-art financial analysis software. Flexibility to balance career and personal needs. Excellent compensation and benefits. Mountain Peak Wealth Solutions is a global, diversified financial services organization whose member companies offer access to a broad portfolio of financial products and services. Our objective is to build, promote, and continually innovate a diverse range of financial solutions tailored to the needs of our individual, corporate, and institutional clients over the long term. We help clients achieve success in a changing world through the accumulation and protection of wealth. This position is not fully remote. Securities and investment advisory services are offered solely by Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., Member FINRA/SIPC, 20 Village Loop Rd, Kalispell, MT 59901. Mountain Peak Wealth Solutions is independent of Equity Services, Inc. In CO, MO, NH, and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc., TC134244(0623)1 Recruiting Purposes Only. Job Types: Full-time, Contract Pay: $50,000 - $150,000 per year Benefits: 401(k) Dental insurance Flexible schedule Health insurance Life insurance Professional development assistance Referral program Retirement plan Vision insurance Compensation Package: Commission pay Ability to Commute: Kalispell, MT 59901 (Preferred) Ability to Relocate: Kalispell, MT 59901: Relocate before starting work (Preferred) Work Location: Hybrid remote in Kalispell, MT 59901 About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.

Information NBAPOSN Title Working Title Financial Aid Specialist I This position requires exemplary customer service skills, a willingness to listen carefully, above average written and verbal communication skills, the ability to understand complex financial aid processes, and be able to work well under pressure. Our customers' first impression of the Financial Aid Office will often be based on interaction with this position. The information provided must be accurate and timely. The functions of this position will be performed at McMullen Hall on the senior campus and at Jacket Student Central at City College. Immediate supervision of this position will be performed by the Financial Aid Associate Director. Position Number Department Financial Aid & Scholarships Division Student Access and Success Appointment Type Classified Contract Term Semester If other, specify From date If other, specify End date FLSA Union Affiliation FOCUS-MFPE FTE 1.0 Benefits Eligible Yes Compensation Hourly Salary Salary range of $ 14.597 to $ 18.246 hourly, commensurate with experience, education, and qualifications Contract Type Classified Hourly If other, please specify Recruitment Type Open Position Details General Statement Montana State University Billings is a preferred employer in the region-WE WANT YOU!The following are reasons why you should join our team: Work-life balance Holidays-10 paid holidays per year and 1 Floating Holiday Vacation- 15 days per year (New Employees to 10 years; after 10 years the accrual rate increases) Sick Leave - Earned at an accrual rate of .0416125 for each hour in pay status. Employee and Dependent Tuition Waiver Opportunities to engage in professional development opportunities Committed to employee wellness and access to a robust Employee Assistance Program Medical Benefits that are robust and affordable Visit MUS Benefits to learn more about our benefit package including Medical, Vision, and Dental Life Insurance and Long Term Disability are incorporated into our benefits Learn more about our retirement benefits at MUS Retirement Opportunities for career growth and a variety of career paths Campus vibrancy- coffee shops, FREE attendance to MSUB concerts, athletic events, and lectures, access to recreation center, library, etc. Beautiful campus environment that features our MSUB Mile walking path Duties and Responsibilities DUTIES and RESPONSIBILITIES: Customer Service: Provide front desk support at the Financial Aid Office in McMullen Hall and be available for financial aid assistance for Jacket Student Central at the City College of MSU Billings; Available for University campus and City College events such as orientation, new student registration and occasionally for evening hours; Screen and refer customers to appropriate internal and external resources, departments and offices; Explain clearly a student's financial aid offer; Understand why a student has not yet been packaged; Analyze client requests to determine the appropriate form, application or documentation to be provided based on customers request and circumstances involved Document Processing and Communication: Open, sort, prioritize, distribute and file incoming mail and documents received in compliance with office procedures; Review all applications, forms, and documents received for accuracy, completion, and compliance with federal, state and institutional guidelines; Track customer requests and prepare written correspondence including preparing packets of material based on those requests; Generates email, paper letters, or ROAMESG notifications to students regarding missing information, aid offers, revisions, SAP, etc; Responsible for assisting the Specialist II staff with dedicated outreach to students through letters, email and phone regarding Satisfactory Academic Progress, dependency override decisions, professional judgment decisions, or other requests as needed; Screen, review and process returned mail due to incorrect, insufficient or incomplete addresses; Return voice mail messages and respond to requests from the Financial Aid Office email in a timely manner Meet with parents and prospective students; Provide financial aid counseling in person, by phone, and email for students, parents, and departments on campus; Inputs documents and forms requested by individual financial aid specialists into Banner on a daily basis; Work closely with all Financial Aid staff File Review and Verification of Student Data and forms: Review student eligibility; Verify financial information; Determine basic student and financial need eligibility; Package and disburse aid; Perform financial aid offer revisions; Ensure compliance with all federal, state, and institutional regulations; Make necessary corrections to data provided; Communicate with students when additional information or clarification is needed; Work collaboratively with other offices in order to meet the needs of individual student. Examples of areas of responsibility that may be performed by the Financial Aid Specialist I: Work Study Program; Scholarship processing and packaging Office Management; Tuition Waiver processing; Web page updating and design Participation in professional development campus opportunities and committees; Third party resources; Online student responsibilities Continuous Quality Improvement: Work with the Director of Financial Aid to identify specific goals and expected outcomes, develop and implement an assessment plan to evaluate progress toward the attainment of the goals, and utilize the assessment data to revise procedures and processes to achieve the expected outcomes for the office; QUALITIES: Exemplary customer service skills; Thorough knowledge of all financial aid forms, applications, and documents; Excellent verbal and written communication skills; Comfortable using personal computer for internet, search engines, Microsoft and Outlook programs; Ability to accurately interpret data in Banner from the Financial Aid, Admissions, Registrar, and Accounts Receivable components; Ability to work well with diverse populations in a sensitive non-threatening manner Understand federal, state, and institutional policies, procedures, and regulations and the ability to conduct research for specific questions; Thorough knowledge of and compliance with FERPA guidelines; Thorough knowledge of services and offices located on the University campus and City College campus; Thorough knowledge of office procedures and financial aid process when preparing documents for filing or pulling for a file reviewer; Accurate calculator and keyboarding skills; Ability to make decisions, prioritize and efficiently and effectively balance many projects at a time. Willing to speak to audiences; An attention for details; Ability to work independently and in a team oriented environment; Knowledge of Banner financial aid module Understand federal, state, and institutional packaging philosophies and rules; Thorough knowledge of financial aid forms required for eligibility and verification purposes; Knowledge of the goals and outcomes of the Office of Financial Aid & Scholarships; Ability to assess and evaluate progress toward attainment of goals and outcomes; Data collection skills; Ability to evaluate assessment data and revise processes and procedures to more effectively attain goals and outcomes Required Qualifications - Experience, Education, Knowledge & Skills Education Required: High School Diploma Experience Required: Related office and/or business experience Preferred Qualifications - Experience, Education, Knowledge & Skills Education Preferred: Bachelor's degree preferred Experience Preferred: Worked in a financial aid office or performed finance-related work The Successful Candidate Will Special Requirements Physical Demands This position has supervisory duties? No Posting Detail Information Announcement Number STAFF - VA - 2600021P Number of Vacancies 1 Desired Start Date Position End Date (if temporary) Open Date 10/23/2025 Close Date 11/06/2025 Open until filled Yes Special Instructions Summary Applicants will be reviewed and interviewed on an ongoing basis after the screening date. The screening date begins 10 calendar days after a position is posted on the employment website. Quick Link for Internal Postings ************************************************ Diversity Statement Montana State University Billings is committed to providing a working and learning environment free from discrimination. As such, the University does not discriminate in the admission, access to or conduct of its educational programs and activities nor in its employment policies and practices on the basis of race, color, religion, national origin, ethnicity, creed, service in the uniformed services (as defined in state and federal law), veteran status, gender, age, political beliefs, marital or family status, pregnancy, physical or mental disability, genetic information, gender identity, gender expression, or sexual orientation or preference. In support of the University's mission to be inclusive and diverse, applications from qualified minorities, women, veterans and persons with disabilities are highly encouraged.Montana State University Billings makes accommodation for any known disability that may interfere with an applicant's ability to compete in the hiring process or an employee's ability to perform the duties of the job. In compliance with the Montana Veteran's Employment Preference Act, MSU Billings provides preference in employment to veterans, disabled veterans, and certain eligible relatives of veterans. To claim veteran's preference or request accommodation, contact the Human Resources Office, Montana State University Billings, 1500 University Drive, Billings, MT 59101-0298, ************, ****************************** Billings Non-Discrimination Policy and Discrimination Grievance Procedures can be located on the MSU Billings Website: ******************************************

Job DescriptionBenefits: Retirement Benefits Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At the Yoder District - Northwestern Mutual, we inspire individuals to align their actions with their intentions, empowering them to achieve financial security and live purpose-driven lives. Our vision is rooted in a family-like culture built on integrity, personal responsibility, and gratitude. Together, we strive to make an impactboth in the lives of those we serve and in our community. Through our elite training programs, advanced designations, and personal growth initiatives, we cultivate a team of people of character who are motivated to lead, grow, and give back. We are proud to support causes close to our community, including the Cystic Fibrosis Foundation, Realities for Children, Jae Foundation, and Slammin Famine, ensuring our legacy of care extends far beyond financial planning. Our commitment to growth, integrated financial planning, and community giving makes us the destination of choice for clients and team members alike, creating meaningful connections that inspire a lasting impact. Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** Our Thriving Offices are Located: District Office: 3665 John F Kennedy Parkway Building 1 Suite 100 Fort Collins, CO 80525 Cheyenne, WY 212 E 22nd Street Cheyenne, WY 82001 Laramie, WY 866 N 4th St, Ste 2, Laramie, WY 82072 Greeley, CO 710 11th Ave Unit L45 Greeley, CO 80631 Expansion across Jackson, WY. A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Haley Stevens - Chief Operating Officer: How long with NM? Joined Northwestern Mutual 7 years ago. Prior Experience? Previously was in Retail Management as well as Sales Management before starting with NM. Passionate About? Loves family and travel. Enjoys the benefits that NM provides with work and life that allows her to spend as much time as she can with her kids and other members of her family. Bailey Bergstrom - Director of Recruitment and Selection: How long with NM? Been with Northwestern Mutual for 2 years. Prior Experience? Previously was in Real Estate Management and IT Recruitment before starting a career with NM. Passionate About? Loves spending time with friends and family. Advocate for health and fitness and loves to run and strength train. Ryan Yoder - Managing Director, Partner, and Wealth Management Advisor: How long with NM? Been with Northwestern Mutual for 29 years. Prior Experience? Graduated from Colorado State University. Co-owner of R&R Chicken Farm before starting with NM. Passionate About? Loves spending time with his wife and 4 children. Enjoys serving as the Head Mens Basketball Coach at Resurrection Christian High School in Loveland, CO. His mission is to influence people for eternity, inspiring and equipping them to live a life of significance. Cory Schroeder - Managing Partner, Wealth Management Advisor: How long with NM? Been with Northwestern Mutual for 5 years. Prior Experience? Was in the military and also owned a few of his own businesses prior to starting with NM. Passionate About? Loves spending time with his wife and 2 daughters. Also enjoys hunting and being an instructor to future Army National Guard members. Josh Schilt - Financial Advisor: How long with NM? Been with Northwestern Mutual for a year and a half. Prior Experience? Former college student and also worked on a fencing crew building fences for cattle. Passionate About? Loves spending time with family as well as hunting and hiking in the mountains. Brian Campbell - Growth and Development Director: How long with NM? Been with Northwestern Mutual for 19 years. Prior Experience? Began his career with NM as an intern while attending Colorado State University. Passionate About? Loves spending time with his family and coaching his boys in competitive flag football. Also enjoys watching his daughter play basketball and ride horses competitively. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred, but not required. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ryan Yoder is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

**_What Finance Operations 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. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Perform monthly/quarterly responsibilities related to Medical Rebates and GPO Admin Fees calculation and payout transactions + Calculation of rebates for accruals and payouts + Preparing audit packages and submit for approval + Work with offshore team to facilitate data processing requests associated with corresponding rebate payouts + Provide detailed reporting for completed payouts + Validating GPO Admin fee data for monthly payouts + Own and manage any Admin Fee escalations to resolution + Aid in oversight, and accountability to ensure Rebates and Admin Fees are paid timely and completely + Respond to direct inquiries pertaining to rebates and admin fees coming from both internal and external stakeholders + Assist in Month-End Reconciliations and ensure accruals accurately reflect the contract and have relevant P&L impacts + Maintain and enhance SOX internal control structure + Help support current payout and reporting requests and processes + Work with manager on more complicated customer and transaction activities + Collaboration between across the organization to properly account for transactions, including but not limited to Sales, Legal, Finance, Pricing, Accounting and Contracting **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting, preferred + Strong experience with Microsoft Excel and can use common formulas (e.g., VLOOKUP) + Knowledge with SAP, Vistex, Legal Contracts, and GAAP standards a plus **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **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:** 01/02/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#LI-SP 1 _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 (***************************************************************************************************************************