Finance planner jobs in Casper, WY - 47 jobs

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 Data Management and Governance contributes to Cardinal Health_** The Data & Analytics Function oversees the analytics life-cycle in order to identify, analyze and present relevant insights that drive business decisions and anticipate opportunities to achieve a competitive advantage. This function manages analytic data platforms, the access, design and implementation of reporting/business intelligence solutions, and the application of advanced quantitative modeling. Data Management and Governance provides direction of data assets and is responsible for data strategy, quality, standards and service levels. Data management acquires, validates, standardizes, enriches, protects and publishes structured, third party and unstructured data for use by the business. Governance defines and implements policies, standards and metrics that ensure the effective and efficient use of trusted data and statistical models to support regulatory and business goals. **Responsibilities** The Advisor, Data Management and Governance will be part of the Digital Solutions - GMPD Data and Analytics Management organization and function as a Data Governance Specialist responsible for advancing and maturing Data Governance capabilities across the GMPD Segment. This role will act as a Data Steward and change agent working directly with Data Owners, Business Stakeholders, Data Leads and SMEs to: + Execute data governance use cases leveraging the Data Governance Playbook + Work with Data Owners and other stakeholders to establish and progress towards defined targets for data management maturity and data quality index + Capture and maintain data ownership, prioritization, and criticality of data elements + Capture and maintain metadata and data lineage using technical tools + Identify opportunities to improve data quality through data analysis, data remediation, process controls, and technology controls + Present at Working Groups and other Leadership meetings for alignment and approval + Create and govern current state and future state data flows, with identification of dependencies and integration points **Qualifications** + 3-5 years of industry experience (data management, data governance, health care and/or supply chain) preferred + Process oriented, with experience in process mapping + Effective communication and facilitation skills to collaborate across various teams and leadership + Proven analytical ability coupled with experience in problem solving and issue resolution + Experience in Data Governance and Quality Technologies (SAP, Collibra, GCP others) preferred + Advanced proficiency in data extraction, manipulation, analysis, and visualization in Excel, Python, SQL and Alteryx. Experience with Power-Automate and RPA tools highly preferred. + Strong knowledge of Cardinal Heath business processes and systems preferred + Ability to manage multiple priorities and meet deadlines + Personal courage and resiliency + Self-driven and eager to learn + Trusted to do the right thing _Knowledge of data management processes_ + Ability to understand data structures and data elements + Ability to understand data management principles, metadata management and data administration + Ability to understand and drive data governance, data quality and data remediation + Ability to understand and guide data modeling, data lineage and data usage decisions + Ability to understand the business, high-level technical solutions, associated data creation and consumption + Ability to understand complex data landscape and navigate key tools/systems to gather and analyze data **_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:** $80,900 - $103,950 **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:** 1/20/2026 *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. _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 (***************************************************************************************************************************

Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security. * 3 out of 4 of our Financial Advisors are veterans or military spouses. * With 165+ offices nationwide, many are located near military installations. First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters. What our Financial Advisors do: * They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals. * They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected * They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office. * They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions. * They coach military families on how to build a comprehensive financial plan that includes: * Savings/banking * Investments/wealth management * Insurance/risk management What we offer: * We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. * We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process. * You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses. * Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office. * As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period. What to expect after training: * At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. * There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses. * We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities. * Set your own schedule to manage work-life balance. * Portable career opportunities throughout the United States which allow your career to move with you. Desired Qualifications: * Military experience or affiliation * Bachelor's degree * Proven leadership skills Learn more about First Command: First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command. #LI-AM4 2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd. SIPC - Securities Investor Protection Corporation Securities Investor Protection Corporation

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.

The Financial Advisor II serves as a key financial resource on the corporate Financial Planning & Budgeting team and provides financial analysis required to support the goals and objectives of Baylor Scott and White (BSWH). **SALARY** The pay range for this position is $77,688/year (entry level qualifications) - $120,411.20/year (highly experienced). The specific rate will depend upon the successful candidate's specific qualifications and prior experience. **ESSENTIAL FUNCTIONS OF THE ROLE** Provides financial analysis to and serve as support for system leadership, regional and entity financial officers, and others as directed or required, to assist in the efficient and cost-effective operation of BSWH. Develops ad hoc and ongoing reporting as required/requested, utilizing BSWH systems which include Syntellis Axiom and Power B Produces reporting, including presentations, for annual operating budget, 5-year financial planning, current year rolling projection, and all other processes overseen. Conducts finance training for BSWH personnel as directed. Understands financial operations and works with all levels of finance, clinical management/personnel to ensure the accuracy of the analysis. Maintains professional growth through participation in educational programs and professional organizations and activities to maintain knowledge of current trends, practices, and developments. **KEY SUCCESS FACTORS** Healthcare finance experience (Particularly Hospital/Clinic Experience) Experience in financial planning and Budgeting Self-starter and able to work independently with minimal supervision Strong analytical abilities and presentation skills Intermediate to advanced excel skills Experience with enterprise financial systems (Syntellis Axiom experience preferred) Experience with data visualization software (Power BI experience preferred) **BENEFITS** - Our competitive benefits package includes the following Immediate eligibility for health and welfare benefits 401(k) savings plan with dollar-for-dollar match up to 5% Tuition Reimbursement PTO accrual beginning Day 1 _Note: Benefits may vary based upon position type and/or level_ **QUALIFICATIONS** + EDUCATION - Bachelors Degree + EXPERIENCE - 3 Years of Experience As a health care system committed to improving the health of those we serve, we are asking our employees to model the same behaviours that we promote to our patients. As of January 1, 2012, Baylor Scott & White Health no longer hires individuals who use nicotine products. We are an equal opportunity employer committed to ensuring a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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

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.

Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Management Experience into a Career in Financial Services with Yoder District - Northwestern Mutual! Your ability to lead teams, drive results, and build strong relationships could make you an ideal fit for a rewarding career in financial services. We are seeking management professionals from diverse industries, including retail, restaurant, hospitality, operations, logistics, manufacturing, education, or healthcare who are ready to take their leadership skills to the next level. Leverage Your Leadership Expertise: Your management experience has equipped you with communication, problem-solving, and team-building skills. In financial services, you could apply those same strengths to educate clients, develop strategies, and guide them toward long-term financial success. Build Meaningful Relationships: Just as youve inspired and led teams in your previous roles, this career could allow you to build lifelong connections while helping clients navigate important financial decisions. See the Impact of Your Work: In management, youve driven performance and helped others achieve their goals. In this role, you could see the tangible results of your efforts as clients and families gain lasting financial confidence and security. Unlock Unlimited Growth Potential: Unlike traditional management roles, your growth here isnt capped. Your ambition and work ethic determine how far you go with opportunities for leadership, ownership, and unlimited earning potential. Our Thriving Offices are Located: District Office: 3665 John F Kennedy Parkway Building 1 Suite 100 Fort Collins, CO 80525 Cheyenne Office: 212 E 22nd Street Cheyenne, WY 82001 Laramie Office: 1267 N 15th St, Suite 99 Laramie, WY 82072 Greeley Office: 710 11th Ave Unit L45 Greeley, CO 80631 Meet Our Leaders: Haley Stevens - Chief Operating Officer: Time 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. Ryan Yoder - Managing Director, Partner, and Wealth Management Advisor: Time 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. Bailey Bergstrom - Director of Recruitment and Selection: Time 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. Cory Schroeder - Growth and Development Director, Wealth Management Advisor: Time 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: Time 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: Time 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. 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 highly 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). Position Perks: Significant bonus opportunity commensurate with outcomes Dental insurance Health insurance Life insurance Retirement plan Vision insurance Ongoing professional development Local culture of support and positive recognition 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.

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 - $85,000.00 per year

**_What does Deal Management bring to Cardinal Health_** Revenue Management is responsible for developing, communicating, and leading the execution of market strategy and profitability optimization through pricing and value-capture activities at both the strategic and tactical levels. The group uses modeling, analytics, and econometrics to create pricing strategies for our products and services. Deal Management owns the entire pre-deal process, including collaborating with sales to translate offer strategy into a customer-specific deal strategy and pricing, facilitating the deal approval process and related governance, and financial modeling of deal economics across a variety of scenarios. This job family is also responsible for validating our contracts have the appropriate terms and conditions prior to finalizing the relationship. **_Responsibilities_** + Collaborate effectively across functions in Sales, Operations, and Finance to develop pricing strategies and models, in response to RFP and customer contract renewals. + Extract, manipulate, and prepare data and information from multiple sources and leverages findings to develop and recommend pricing strategies. + Create financial models, applying pricing analytics and other financial components related to the deal. + Communicate with Senior Leadership to facilitate questions and discussions related to the deal models to gain approval. + Communicate key pricing and rebate strategies and recommendations, while driving consensus and being comfortable when challenged. + Ability to grasp economic concepts (especially P&L statements), commercial processes, systems, and controls. + Managing the execution of a variety of price initiatives and ad-hoc analysis as needed to support business opportunities. **_Qualifications_** + 3+ years experience in related field, preferred. + Bachelors degree in related field, preferred, or equivalent work experience. **_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:** $80,900 - $103,950 **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:** 2/19/2026 *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. _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 (***************************************************************************************************************************

This job posting is anticipated to remain open for 30 days, from 09-Jan-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. 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 five 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 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease 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. 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 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. 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 five 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 $45,000 - $100,000

Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security. · 3 out of 4 of our Financial Advisors are veterans or military spouses. · With 165+ offices nationwide, many are located near military installations. First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters. What our Financial Advisors do: They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals. They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office. They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions. They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process. You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses. Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office. As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period. What to expect after training: At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses. We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities. Set your own schedule to manage work-life balance. Portable career opportunities throughout the United States which allow your career to move with you. Desired Qualifications: Military experience or affiliation Bachelor's degree Proven leadership skills Learn more about First Command: First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command. #LI-AM4

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. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

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

Job DescriptionBenefits: 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.

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 - $85,000.00 per year

**_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_** + Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up + Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency + Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner + Work with Manager on more complicated customer setup activities + Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues + Maintain and enhance internal SOX control structure + Identify and implement process improvement initiatives while enhancing standardization across areas + Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 3-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred + Strong experience with MS Excel + Knowledge with SAP, Legal Contracts, and Revenue Recognition standards, preferred + Business Objects experience 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:** 02/13/2026 *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 \#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 (***************************************************************************************************************************

Financial Advisor - Build an Independent Practice with Fortune-500-Level Resources Flexible / Hybrid Why Advisors Choose Strategic Financial Concepts Big-Firm Muscle, Independent Mind-Set - Leverage Fortune 500 credibility, marketing, and technology while owning your client relationships. Uncapped Earnings - Residual income, uncapped commissions, performance bonuses, and incentive trips-no production grid that clips your upside. Holistic Planning Platform - Provide goals-based advice across investments, insurance, retirement, and estate planning with our proprietary economic-based planning tool. Work Your Way - Set your own schedule, choose your preferred products, and craft the client experience you envision. Collaborative Culture - Joint work, mentorship, and continual professional development fuel faster growth. What You'll Do Acquire & Deepen Relationships - Prospect, network, and build trust with high-potential households and business owners. Diagnose & Design - Conduct thorough fact-finding; craft tailored wealth, protection, and retirement strategies. Implement & Monitor - Deliver solutions from our open-architecture platform and adjust plans as markets and client goals evolve. Champion Compliance - Operate at a fiduciary standard and uphold SFC's ethical culture. Grow the Brand - Share best practices and collaborate with peers to elevate the client experience firm-wide. What You'll Need Licenses: Series 7 or 6, plus 63/65 or 66, and Life & Health (or a plan to obtain). Experience: Proven success in financial services-or a strong, metrics-driven sales track record and desire to excel. Mind-Set: Entrepreneurial, client-focused, and comfortable in a commission / fee-based model. Education: Bachelor's degree or equivalent professional experience. What We Provide Compensation & Benefits W-2 status with 7.5 % FICA 401(k) with 6 % company match Medical, dental, vision, life & disability insurance National recognition programs and chairman's trips Practice-Building Tools End-to-end transition support and marketing concierge CRM, financial planning, and portfolio management tech stack In-house product specialists and advanced planning team Freedom & Flexibility No product quotas or commission caps Remote, hybrid, or office options to suit your lifestyle Clear paths to leadership and equity participation for top performers Apply Today Ready to control your income, deliver truly comprehensive advice, and grow with a team that shares your client-first values? Strategic Financial Concepts - where your success is our strategy. Career Headhunter is committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.

Job DescriptionBenefits: 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.