Finance Planner Jobs in Bloomington, IN

*** Pay: $100,000-124,000 (Compensation can vary depending on experience) The Wealth Advisor serves as the primary point of contact for wealth clients, responsible for managing existing relationships and developing new client connections. This role requires a deep understanding of the client's financial and family situation to create a tailored, goals-based investment management strategy and financial plan. Responsibilities Act as the client's main point of contact, delivering exceptional service to ensure client satisfaction, retention, and acquisition. Generate sales leads through collaboration with internal teams, centers of influence, and personal networks. Gather and analyze personal and financial data to assess the client's financial goals, objectives, and risk tolerance. Select and implement the Bank's asset allocation strategies aligned with client goals and risk preferences. Coordinate with the Bank's Investment Committee to address unique portfolio requirements. Conduct annual investment reviews with clients and provide updates on portfolio strategies. Utilize financial planning to enhance client retention and drive new business. Serve as a client advocate and strategy consultant on the Bank Investment Committee. Ensure compliance with regulatory investment review requirements and department policies for assigned accounts. Requirements Five (5) years of successful investment and/or portfolio management experience Experience working with clients with complex investment management and financial planning needs Relationship management experience with clients is required Knowledge of investment solutions, risk management, asset allocation, and program design Demonstrated knowledge and use of financial planning software Preferred Knowledge and Skills: Business development experience is a plus Strong communication and presentation skills; able to effectively articulate investment management and financial planning options to clients Experience in banking or financial services is preferred Bachelor's degree in Business or other related field of study CFA/CFP is preferred Demonstrated commitment to professional development Demonstrated knowledge of industry practices and regulations

Required Skills & Experience • 3+ years of successful investment and/or portfolio management experience, within the banking or financial services industry * Level 2: 3-5 years of experience * Level 3: 5+ years of experience • CFP or CHFC preferred or willing to get it (company with pay for it) • Bachelors degree (Business, Financial Planning, Economics, Commerce, etc.) • Proven success in advising and possesses a great financial planning acumen Nice to Have Skills & Experience - Being involved in the community Job Description The Wealth Advisor will serve as the primary point of contact with the Wealth client. The Wealth Advisor is responsible for maintaining existing Wealth relationships and developing new client relationships: they will have a book of business transitioned to them and they will need to both maintain those current relationships and grow new. Key responsibilities include developing a deep knowledge of the client's entire financial and family situation in order to structure a goals-based investment management strategy and financial plan.

Invst is a forward-thinking independent Registered Investment Advisory firm based in Indianapolis, IN. We are dedicated to empowering entrepreneurs by providing them with the education, guidance, and counsel needed to realize their full financial potential. As a fiduciary, we prioritize our clients' best interests, ensuring that our advice and solutions adhere to the highest professional standards. Role Description We are seeking a passionate and experienced Financial Advisor to join our team full-time, on-site in Indianapolis. The successful candidate will play a pivotal role in delivering personalized financial advice, developing comprehensive investment strategies, and fostering strong relationships with our entrepreneurial clients. This position offers a unique opportunity to contribute to a dynamic team that values collaboration and innovation. Key Responsibilities Provide personalized financial planning and investment advisory services to clients. Develop and implement customized financial plans and investment strategies aligned with clients' goals. Conduct in-depth portfolio analysis and risk assessments. Stay informed about market trends, regulatory changes, and investment opportunities. Build and maintain strong client relationships through regular communication and exceptional service. Collaborate with the team to enhance service offerings and operational efficiencies. Ensure compliance with all regulatory requirements and company policies. Qualifications Proven experience as a Financial Advisor or similar role in the financial services industry. Bachelor's degree in Finance, Accounting, Economics, or a related field; advanced degrees or certifications (e.g., CFP , CFA) are a plus. In-depth knowledge of financial markets, investment products, and regulatory frameworks. Strong analytical skills with the ability to interpret complex financial data. Excellent communication and interpersonal skills, with a client-focused mindset. Proficiency with financial planning software and industry-standard tools. Licensing requirements: Must hold appropriate FINRA licenses (Series 65 or Series 66). Benefits Competitive salary and performance-based incentives. Comprehensive benefits package, including health insurance and retirement plans. Opportunities for professional development and career advancement. A collaborative and supportive work environment that values innovation. Access to cutting-edge financial tools and technologies. Participation in our monthly newsletter featuring resources, articles, and tips for professional growth. A chance to be part of a company transforming the financial landscape for entrepreneurs. Why Join Invst? At Invst, we are committed to creating a culture of excellence where our employees can thrive. We believe in investing in our team's growth and development, offering a range of professional development opportunities. Our firm is at the forefront of leveraging technology to enhance our operations and services, providing our team with the tools they need to succeed. Join us and be part of a team that is transforming the financial landscape for entrepreneurs.

We are an established financial planning firm that has a rich history of serving clients for over three decades from our Indianapolis office. Our team takes immense pride in how we care for our clients and each other. Our financial planning is rooted in the value of family, and we understand the importance of creating a plan including the whole family. We are also a family business, in our second generation after nearly 40 years, so that culture permeates throughout. We have a blended business and always do what is right for the client, including retirement planning, tax planning, insurance planning, business retirement plans, and more. As we continue to grow, we are looking for an experienced client service associate to work closely with our leadership. You will support our advisors, our clients, and our continued growth, ensuring smooth firm-wide operations centered on client service including client-specific, account-specific, and general business functions. This position is responsible for facilitating and maintaining ongoing client support, answering general inquiries, handling various client matters, researching, and resolving client service issues, and preparing required documents. You're an administrative pro who wants to be more and do more. You are organized and able to work independently while thoroughly enjoy being part of a team. You love organizing paper and projects and enjoy filling out forms meticulously. You're a go-getter when it comes to follow through and details rarely slip your grasp. You take immense pride in your work. As our firm continues to grow, this role has a clear pathway to management and leadership, including office management, vendor management, compliance, workflow management, team performance and training, tech stack optimization, marketing, events, and more. You will shield the Advisory Team from operational activities so they can focus on providing excellent advice to clients and expanding client relationships. You will strategize with leadership and bring ideas for improvement, along with the tenacity and project management capabilities to implement. This position will support the office in in the following ways: Deliver exceptional customer service to clients through personalized outreach and professional communication Prepare investment account paperwork and manage the transfer of assets which includes preparing forms, obtaining appropriate signatures, preparing documentation to upload to home office, tracking new applications and coordinating rollovers Respond promptly to client service requests, troubleshoot service issues, and provide effective solutions Handle routine matters for client accounts to include processing name and address changes, beneficiary updates, and bank authorizations Assume cashiering function with custodians, ensuring accurate and efficient financial transaction processing Interface with custodians to complete new account applications and various account maintenance items, process cash and securities transactions, follow up as needed Manage death claim process, working with advisory team, custodians and beneficiaries to get new accounts structured and funds distributed appropriately and timely Manage periodic contribution/distribution process, leveraging an existing Excel spreadsheet to determine appropriate buys/sells Proactively communicate with advisory team, providing updates and addressing concerns, as well as helping them to stay current on open tasks Work closely with clients on outstanding items, providing support, guidance, and gentle reminders when needed Conduct research, prioritize issues, and follow up on incoming inquiries Manage Required Minimum Distribution process, beginning in the summer to ensure all client data is current and RMD's are taken Update and maintain client status and information within CRM and all internal systems and reports Monitor and streamline workflows for client service and business operations tasks Assist with other duties and projects, research requests and operation follow-up items as assigned Contact home office and product sponsors to resolve errors as needed The ideal candidate: Bachelor's degree in business administration or related field highly preferred Minimum 2 years' experience with independent registered investment advisor or broker-dealer Minimum 2 years' experience in operations/client service role Has or willing to obtain FINRA licensing Excellent verbal and written communication skills Superior knowledge of financial services, including industry regulations and legislative guidelines Technology savvy, proficient with Microsoft Office and CRM systems (Redtail preferred) and can easily learn new software Client-focused mindset with a commitment to delivering exceptional service and responding to clients in a timely manner Excellent follow-through and communication regarding status of open items Highly organized, with an absolute attention to detail Editing and writing skills to initiate, compose, format, proofread and carefully edit various professional business documents and correspondence Strong time management skills; Ability to prioritize and coordinate multiple work assignments and deadlines efficiently despite frequent interruptions Excellent interpersonal and communication skills; ability to communicate in a pleasant, tactful and effective manner (both orally and in writing), and to handle difficult, sensitive issues Ability to analyze situations, define problems and/or objectives, identify relevant factors, formulate logical conclusions and suggest alternative solutions Open to feedback, driven to continually learn, improve, and grow themselves and the company Not afraid to make decisions and learn from mistakes; empowers others to make decisions Accomplished communicator able to express concerns, frustrations, have tough conversations, and provide honest feedback in a respectful manner, even when it's hard to give Respectful, loyal, excellent listener, honest, and inspires trust in others Ability to diagnose problems quickly and proactively determine creative solutions Organized, disciplined, excellent time management to prioritize many projects simultaneously Potential for leadership skills; training, delegating, and holding others accountable

Are you looking to expand your career and join a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise when we would like to talk to you! Our well-established and growing financial firm Runestad Financial Services in Fort Wayne, IN is seeking to add a Financial Advisor to our Team! The Financial Advisor will have the opportunity to meet one-on-one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars - including introducing the main Advisor. Key Traits: Strong initiative Positive attitude Ability to market to local clients Persistence An entrepreneurial perspective to build a client base Persuasive ability Minimum Requirements: College degree preferred 3+ years of financial services experience with an emphasis on sales Life and Health Licensed; Series 65 Strong organizational, prioritization, interpersonal, and management skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite (Outlook, Excel, Word, and PowerPoint) Experience with Redtail/CRM preferred, but not required Position Responsibilities: Prepare, present, and implement customized financial plans Assist clients with annuities, life, long-term care, and managing money Provide financial planning advice to include investment, insurance, and retirement Develop, manage, and retain strong client relationships Assist the main Advisor with meeting individual and team goals No cold calls; we provide access to the best leads Salary: based on experience Benefits Health Insurance Stipend 401k PT0 Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm but together have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Help People, Build Relationships, and Make a Positive Impact! We are seeking highly motivated professionals that have exceptional integrity, appreciate accountability, and like to have fun! As a Financial Representative you will be choosing a career where changing someone else's life for the better is also life-changing for you - personally, professionally, and financially. Here, you will find career growth that fits your own unique vision and run a business with the backing of a Fortune 100 company. You will be part of a team, and work alongside other driven, competitive, hardworking people that surround you with support and celebrate your successes! We don't expect you to be an expert on day one. It is a surprise to most people that a large percentage of our new representatives are career changers and do not have a background in finance. Our nationally recognized training and development program provides you with education and resources, personalized coaching and mentorship, skill-building, and development strategies needed to be successful and confident in this career. You will discover your true earning potential, craft a workday around your life, and make an impact every day! Our Financial Representatives work with, and establish long-term relationships with individuals, families, and small businesses. They help people reach their financial goals and dreams by developing and implementing financial plans. Financial plans show clients where they are today, plan for where they want to go tomorrow, and provide the financial tools and support to help them get there. Our Vision We exist to free Americans from financial anxiety. That's why we approach financial planning differently. Instead of starting with our clients' finances, we start with them: their lives, their families, their priorities. So the strategies we recommend are tailored from a wide range of financial options built to reinforce each other, like investments for growth, insurance protection, and annuities for guaranteed income in retirement - helping our clients worry less and live more. Common Characteristics of Successful Financial Reps LOVE Helping People - Make a Positive Impact ENJOY Building Relationships - A “People Person” CRAVE Growth - Personally and Professionally SEEK Training and Development Opportunities - Learning Focused APPRECIATE Accountability - You Can Do It! POSSESS Grit - Driven to Succeed STRIVE for Excellence - Average is Not in Your Vocabulary Ideal Candidate Professionals with different backgrounds and experience in, but not limited to... Sales, Business Development, Management, Banking, Financial Services, Insurance, Military Veterans, Realtors, Entrepreneurs, Educators, Athletes, and Community Influencers. These individuals are accomplished in their roles but are looking for more purpose, autonomy, and financial growth within their career. A Career with Endless Opportunities and Earning Potential Our Financial Representative career allows you to get paid what you are worth based on the results you achieve and the impact you have. In addition to great earning potential, the Northwestern Mutual-funded Retirement Plan and Pension Plan benefits are exceptional! Our Robust Comprehensive Benefits Package Medical, Vision, and Dental Insurance Life Insurance and Disability Income Insurance NM-Funded Retirement Package and Pension Plan Bonus Programs and Expense Allowances Sponsorship for Insurance Licensing, SIE, Series 6, Series 63, and Series 7 Sponsorship for Continuing Education Designations (CFP, RICP, CLU, and more!)

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first four years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first four years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to four years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $38,500 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at Western & Southern Life, a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community, understand their financial needs and goals, and recommend impactful solutions. The Ideal Place for a Career Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package: Competitive compensation. Benefits, including medical and dental insurance, an Employee Assistance Program, a 401(k) plan with a company match, AND a defined benefit pension plan First-class individualized training and development Suite of digital and personalized marketing tools to build your business Rewards and recognition plan acknowledging top-notch results Dynamic career growth opportunities A Successful Financial Representative Our field offices welcome candidates with a diverse range of backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective financial reps are: Positive and resilient Customer-focused Interpersonally savvy Action-oriented and results-driven If this sounds like you, we encourage you to explore the possibilities, and apply today!

This position requires an active Public Trust clearance or the ability to obtain a Public Trust clearance to be considered. The Financial Analyst will assist with CBP's Financial Management, Reporting and Budget. Tasks may include coordinating data inquiries, writing investment justifications and working with subject matter experts to provide information needed to develop and advocate for the PMO's resource requirements. Compensation & Benefits: Estimated Starting Salary Range for Financial Analyst: $80,000 to $90,000. Pay commensurate with experience. Full time benefits include Medical, Dental, Vision, 401K, and other possible benefits as provided. Benefits are subject to change with or without notice. Financial Analyst Responsibilities Include: Assist with include coordinating data inquiries, writing investment justifications and working with subject matter experts to provide information needed to develop and advocate for the PMO's resource requirements. Assist the Government in consolidating requirements and drafting documentation to support all out-year budget requests. Coordinate with the PMO Business Operations Division Director and Financial Management Branch Chief in conducting analysis, consolidating documentation, and providing draft inputs for the Resource Allocation Plan (RAP) and Spend Plan(s) Support the Financial Management Branch in tracking and processing financial data in SAP (or its replacement) and on external reports for the PMO. Entry of procurement requests and reporting accurate funds commitment, obligation and disbursement data in SAP (or its replacement). Assist PMO in ensuring that the budget is executed in accordance with applicable federal laws and regulations. Specific tasks required are as follows: Process Purchase Requisition Request (PRR) Forms Request new Z-codes as required in coordination with FM&E Planning, Policy, Programming and Budget (P3B) Review Project Requirements Documents for financial implications, recommend concurrence/non-concurrence to Branch Chief Perform 3i review of Purchase Requisitions, as needed. Perform Budget Officer Quality Assurance review of Purchase Requisitions Develop and coordinate signature of Reimbursable Work Authorizations in line with DHS, CBP and FM&E policy. Complete re-programming requests in coordination with P3B Monitor funding availability and expenses. Process Commercial Invoices & Intra-governmental Payment and Collections (IPAC) Process de-obligations Process Goods Received (GR)/Invoices Received (IR) actions. Draft, edit and/or review documents on process, policy, procedure, and training, and track and analyze financial performance indicators on programs and projects. Coordinate meetings with stakeholders on financial management topics and coordinate financial management training sessions as needed. Research and validate data responsive to financial audits and perform regular quality assurance/quality control checks of financial data in SAP (or its replacement). Produce daily and weekly financial reports as requested by the Government Client. Performs other job-related duties as assigned. Financial Analyst Experience, Education, Skills, Abilities requested: Bachelor's Degree or equivalent in Business Administration-Finance 3 or more years' experience in a federal setting Experience in Government budget and must have knowledge of Federal Appropriations Law Utilizing and applying computer software including Microsoft Office (Excel, Word, and PowerPoint). Advanced PowerPoint Skills including Presentation/Deck development must be able to have a mastery of presentations utilizing advanced graphics, charts, graphs and available animations. Advanced Excel skills -mastery of complex if/then statements, match/index, advance pivot, and chart/graphic development and visual basic programming for macro development. Charts and graphs must capture and retain audience attention. Dashboards - Ability to input to centralized interfaces to provide important financial information that stands out, is easy to digest and is visually appealing. Experience in dashboard development a big plus. For example, a dashboard that highlights the status of managed leases to show current numbers, future trends, identifying costs to renew or replace them as they expire and to highlight the most important ones. This would be used to provide out-year budgeting decisions and drive conversation and focus. Visio- skilled in the ability to develop decision trees. Strong written and verbal communication skills. Strong organizational skills. Must be able to obtain a Public Trust. Must have experience using SAP (ERP System). Must pass pre-employment qualifications of Cherokee Federal. Company Information: Cherokee Nation Strategic Programs (CNSP) is a part of Cherokee Federal - the division of tribally owned federal contracting companies owned by Cherokee Nation Businesses. As a trusted partner for more than 60 federal clients, Cherokee Federal LLCs are focused on building a brighter future, solving complex challenges, and serving the government's mission with compassion and heart. To learn more about CNSP, visit cherokee-federal.com. #CherokeeFederal #LI-RA2 Cherokee Federal is a military friendly employer. Veterans and active military transitioning to civilian status are encouraged to apply. List 5 similar job titles: Financial Planner Investment Analyst Business Analyst Budget Analyst Risk Analyst List 5 keywords: Financial analysis Financial modeling Financial forecasting Data analysis Investment evaluation Legal Disclaimer: Cherokee Federal is an equal opportunity employer. Please visit cherokee-federal.com/careers for information regarding our Affirmative Action and Equal Opportunity Employer Statement, and Accommodation request. Many of our job openings require access to government buildings or military installations. Candidates must pass pre-employment qualifications of Cherokee Federal.RequiredPreferredJob Industries Other

LHH Recruitment Solutions is searching for a Provider Enrollment Analyst for a contract opportunity with a well-established healthcare network in the Indianapolis, IN area! Responsibilities Work in multiple systems to pull list of providers needing to enroll. Ensure that providers have the correct licenses and requirements in order to submit applications. Verify provider information daily. Initiate, process, and complete applications for enrollments of hospital billing providers with both government and contracted commercial payors. Utilize problem solving skills to identify issues in the applications. Assist in the full range of Provider Enrollment interaction (includes all actions involved in the process of enrolling with a range of payors (Anthem, Medicare, Medicaid, etc.). Respond to enrollment research inquiries, and minimize potential revenue delays or losses. Monitor defined reports and coordinate with applicable departments to ensure accounts receivable is properly stated. Requirements Previous experience in provider enrolling, billing, credentialing, or working with payors required. Strong attention to detail required. Experience with Microsoft Excel required. Ability to work on multiple screens and multitask required. Minimum high school diploma or equivalent required. Hours: 8:00 AM to 5:00 PM M-F Job Type: Contract with possibility to extend/convert & Full-time (40 hrs/wk)

Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at German American Bank in Bloomington or Columbus, IN would allow you to join the Investment Program at German American Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at German American Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to German American Bank for financial solutions. This position will offer: The ability to service an existing book of business upon hire The ability to build a strong client base with the Bank's exceptional referral system Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals The opportunity to find new clients via the bank's client base The opportunity to create client solutions without proprietary products The ability to grow your business with LPL's combination of tools, technology, and support The benefit of LPL's experience helping financial institutions grow and maximize their investment programs The opportunity to capitalize on the bank's reputation and community standing As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes: Access to our proprietary technology and a suite of customized services An open architecture platform with access to thousands of investment products from leading third-party product sponsors Resources and expertise across the firm to help you create client solutions The freedom to create solutions specific to your client's goals Whatever your vision of success, we're with you every step of the way. Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with German American Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. ***REQUIRED DISCLOSURE(S) These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, German American Bank. Tracking # 1-05026674 Pay Range:70000 - 150000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

Preference is to hire a candidate in the greater Columbus area, but open to remote candidates as well! **_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_** + Oversight of the Third Party Returns process for prefund programs (approx. 14 customers) and activities performed by Genpact team + Ensure accurate pricing file is submitted to Inmar (processor of returns) + Review/manage the Inmar policy grid to ensure vendor indirect returns policies are accurate + Review/approve write-offs prepared by Genpact team + Process distributions to customers + Attend vendor calls and review vendor statements regarding prefund transactions **_Qualifications_** + 3+ years of experience, preferred + Bachelor's degree in related field, or equivalent work experience, preferred **_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:** $66,500 - $94,900 **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:** 03/04/2025 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

Indianapolis, Indiana;Lafayette, Indiana; Jasper, Indiana; Zionsville, Indiana; Terre Haute, Indiana; Bloomington, Indiana; Fort Wayne, Indiana; South Bend, Indiana **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Responsibilities:** + Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies + Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions + Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth + Understands and accesses the full breadth of resources across the bank to benefit clients or prospects + Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor + Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. **We'll help you:** + Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours! + Build connections to grow your network and business. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. + Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals. + Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority solutions, through Bank of America and Merrill to meet their financial needs. **As a Merrill FSA, you can look forward to:** + A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field. + Marketing strategies to reach wider audiences with greater appeal. + Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. + Potential Opportunities for professional growth. + Leadership opportunities, including leading client and conference seminars **We're a culture that:** + Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. + Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. + Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. + Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs. + Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital. **Required Qualifications:** + **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** + Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded + Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services + Self-starter who efficiently manages time and capacity + Sets and accomplishes goals, achieving whatever you put your mind to + Builds and nurtures strong relationships + Collaborates effectively with others to get things done + Communicates effectively and confidently and is comfortable engaging all clients + Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment + Likes to learn, adapts to new information and seeks the right solutions for clients + Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients **Desired Qualifications:** + Proven ability to partner and promote lead generation + Experience balancing investment management, sales activities, and new client development + Strong computer skills and the ability to multitask in a demanding environment + Bachelor's degree, preferably in business-related field + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client Investments Management + Client Management + Client Solutions Advisory + Relationship Building + Advisory + Business Development + Fraud Management + Pipeline Management + Portfolio Management + Client Experience Branding + Issue Management + Prospecting + Referral Identification + Sales Performance Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the "EEO is the Law" poster, CLICK HERE (****************************************************************** . To view the "EEO is the Law" Supplement, CLICK HERE (******************************************************************************************************* . View the LA County Fair Chance Ordinance (************************************************************************************************** . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE . This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

+ **Financial Analyst Intern ** Job Title: Financial Analyst Intern Overview/Summary of the Role: The Financial Analyst Intern works closely with the senior analysts and managers in the finance team to support financial decision-making processes. The role requires analytical and quantitative skills, as well as the ability to communicate financial data to various stakeholders effectively. The Financial Analyst Intern will work on projects involving financial forecasting, budgeting, cost analysis, and financial reporting. Responsibilities and Duties include but not limited to: 1. Assist in the preparation of financial reports, including profit and loss statements, balance sheets, and cash flow statements. 2. Help in the management of company budgets and projections, highlighting areas of concern, and suggesting solutions to ensure the financial health of the business. 3. Conduct cost analysis to identify cost-saving opportunities and suggest methods for reducing unnecessary expenses. 4. Maintain financial models, updating them regularly to reflect changes in the business environment. 5. Research economic trends and industry competitors to stay up-to-date with the latest developments in the financial markets. 6. Collaborate with other departments to develop budgets and ensure financial data is accurate. 7. Provide financial data and analysis to senior management to support decision-making processes. Qualifications and Skills: Hard Skills: 1. Proficiency in Microsoft Excel and other financial modeling software 2. Strong analytical skills 3. Knowledge of accounting principles and financial statements 4. Familiarity with financial analysis techniques, including discounted cash flow (DCF), internal rate of return (IRR), and net present value (NPV) 5. Basic understanding of corporate finance, investment valuation, and financial markets Soft Skills: 1. Excellent communication skills, both verbal and written 2. Strong organizational and time-management abilities 3. Ability to work independently and as part of a team 4. Attention to detail 5. Ability to work under pressure and meet deadlines Education and Experience: Required: 1. A Bachelor's Degree in Finance, Accounting, Economics, or a related field. 2. Strong academic record with a minimum GPA of 3.0. Preferred: 1. Prior experience in financial analysis or internships in a finance-related field 2. Professional certifications such as CFA, CPA, or other financial qualifications Note: This job description is intended to provide general guidance and is not an exhaustive list of duties, responsibilities, qualifications, or skills required for the position. Additional duties will be assigned as per the business needs of the company.Licensing (if applicable): Although not required, some financial analyst interns may benefit from obtaining a CFA (Chartered Financial Analyst) certification, which can enhance their credibility and career prospects in the finance industry. Typical Employers: Financial analyst interns can find employment opportunities in various organizations, including investment banks, hedge funds, private equity firms, asset management firms, and corporate finance departments. Work Environment: The work environment for financial analyst interns depends on the employer and the specific job duties assigned. Typically, interns work full-time during normal business hours in an office setting. They may work independently or as part of a team, analyzing financial data, creating financial models, and preparing reports. Career Pathways (both leading to this position and next positions): To become a financial analyst intern, typically, one needs an undergraduate degree in finance, economics, accounting, or a related field. Many financial analyst interns start their careers as entry-level financial analysts or investment analysts, and with experience, they can advance to higher-level positions such as senior financial analyst or portfolio manager. Other career pathways include moving into investment banking, private equity, or corporate finance. Job Growth Trend (USA and Global): According to the Bureau of Labor Statistics, employment of financial analysts is projected to grow 5 percent from 2019 to 2029, which is faster than the average for all occupations. The demand for financial analysts is expected to increase as companies need to analyze the financial data and investments to make informed business decisions. The job growth trend for financial analyst interns is also positive as companies increasingly offer internships to students and recent graduates to gain practical experience and build a talent pool for potential hiring.Career Satisfaction: As a financial analyst intern, you will have the opportunity to work in a challenging and dynamic environment, analyze financial data, and assist with making strategic business decisions. This internship is a great stepping stone on the path toward a successful career in finance. The fast-paced environment and high-level of responsibility can be extremely rewarding and fulfilling. According to Glassdoor, financial analysts report an average job satisfaction rating of 3.7 out of 5. Related Job Positions: Upon completion of a financial analyst internship, individuals may be eligible for entry-level positions such as Staff Accountant, Budget Analyst, Investment Analyst, or Financial Analyst. Connected People: As a financial analyst intern, you will be working closely with a range of individuals including financial analysts, senior managers, accountants, auditors, and other finance professionals. Average Salary (USA, UK, Germany, India, Brazil): The average salary for financial analyst interns varies depending on the country. In the USA, the average hourly wage for a financial analyst intern is $20.23 per hour. In the UK, the average salary for a financial analyst intern is £21,181 per year. In Germany, the average salary for a financial analyst intern is €39,024 per year. In India, the average salary for a financial analyst intern is ₹234,834 per year. In Brazil, the average salary for a financial analyst intern is R$25,560 per year. Benefits Package: Benefits packages for financial analyst interns can vary greatly depending on the company. In general, interns can expect to receive some basic benefits such as paid time off, sick leave, and access to certain company perks. However, benefits such as health insurance, retirement plans, and other more comprehensive benefits may not be available for interns. Schedule and Hours Required: The schedule and hours required for a financial analyst internship can vary depending on the company and the specific role. Generally, financial analyst interns work full-time hours, Monday through Friday. However, there may be some flexibility in terms of scheduling or the possibility of working remotely.Level of Autonomy: As a Financial Analyst Intern, you will be expected to work under the guidance and supervision of senior financial analysts or managers. However, you may also be given some degree of autonomy to work independently on certain tasks after receiving sufficient training and direction. The level of autonomy may vary depending on the complexity of the task and your level of experience and expertise. Opportunities for Professional Development and Advancement: As a Financial Analyst Intern, you will have the opportunity to learn from experienced professionals and gain hands-on experience in financial analysis, financial reporting, and other related areas. You may also participate in training programs and skill-building workshops that will help you enhance your knowledge and develop new skills. In addition, successful completion of the internship may lead to further opportunities for advancement or a job offer. Specialized Skills or Knowledge Required: To be successful in th

Required Skills & Experience • 3+ years of successful investment and/or portfolio management experience, within the banking or financial services industry * Level 2: 3-5 years of experience * Level 3: 5+ years of experience • CFP or CHFC preferred or willing to get it (company with pay for it) • Bachelors degree (Business, Financial Planning, Economics, Commerce, etc.) • Proven success in advising and possesses a great financial planning acumen Nice to Have Skills & Experience - Being involved in the community Job Description The Wealth Advisor will serve as the primary point of contact with the Wealth client. The Wealth Advisor is responsible for maintaining existing Wealth relationships and developing new client relationships: they will have a book of business transitioned to them and they will need to both maintain those current relationships and grow new. Key responsibilities include developing a deep knowledge of the client's entire financial and family situation in order to structure a goals-based investment management strategy and financial plan.

We are looking for Experienced Advisors to join our Team You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we help you achieve your goals through: · Our open architecture platform for client solutions · Our competitive payouts · Our practice building support We know that making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential as smooth as possible. Let's have a confidential conversation today. When joining Prudential Advisors, we offer · Pension Enhancement for Top Financial Professionals · Prudential Employee Savings Plan (PESP) - 401(k) · Cash Balance Pension Plan · Medical, Dental, and Vision benefits · Robust compensation packages · Transition support · Practice Building programs · Access to Prudential clients PAMR-244 Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify.

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 1712 Central Avenue, Columbus, IN If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources What characteristics would make you a successful Associate Financial Advisor? Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate Resiliency and adaptability in a nimble learning environment Attention to detail, strong organizational and time management skills Can you see yourself... Providing personalized investment and financial solutions to clients? Cultivating relationships in your local community to grow the business? Contributing to the branch business plan to increase branch effectiveness? As a salaried professional, you can also expect... A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role. Hiring Minimum: $53700.00 Hiring Maximum: $62766.00 Read More About Job Overview Skills/Requirements Key responsibilities with existing and newly created clients Responsibilities may include: Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met. Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances. Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client. Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business. Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies. Continually develop yourself to grow personally and professionally. Job Requirements High School Diploma/Equivalent required; Bachelor's degree preferred Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period At least 3-5 years of relevant experience in securities industry preferred FINRA licenses required within three months. State insurance licenses required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-BOA

Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at Western & Southern Life, a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community, understand their financial needs and goals, and recommend impactful solutions. The Ideal Place for a Career Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package: Competitive compensation. Benefits, including medical and dental insurance, an Employee Assistance Program, a 401(k) plan with a company match, AND a defined benefit pension plan First-class individualized training and development Suite of digital and personalized marketing tools to build your business Rewards and recognition plan acknowledging top-notch results Dynamic career growth opportunities A Successful Financial Representative Our field offices welcome candidates with a diverse range of backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective financial reps are: Positive and resilient Customer-focused Interpersonally savvy Action-oriented and results-driven If this sounds like you, we encourage you to explore the possibilities, and apply today!

Becoming a Financial Advisor 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