Finance planner jobs in Decatur, AL - 69 jobs

Keel Point, a distinguished wealth management firm, with multiple locations in the United States, including Huntsville, AL, is seeking a Wealth Advisor to join our team! We believe in working hard to make sure our clients and their families achieve their financial goals, but we equally value work life balance. The Wealth Advisor would be joining a team that currently consists of 4 advisors and 7 support team members. We are looking to add a Wealth Advisor to our team who is excited about serving families to accomplish Keel Point's purpose, helping others harness wealth to live with peace and purpose . Job Description - Wealth Advisor This position offers the right candidate an opportunity to join a collaborative team with a strong growth trajectory, build a fulfilling career helping others manage their financial lives, and influence the future of an innovative wealth management firm. We are looking for a candidate able to step into managing client relationships immediately and deliver a high level of service. There are no expectations for traditional business development, but the right candidate will be able to deliver a level of service and care that will naturally generate referrals from clients' friends and family. Key Qualifications and Characteristics: Experience working directly with clients and managing client relationships Currently licensed (SIE, Series 7, Series 66) Enjoys both the relational and technical components of being an advisor A knowledgeable planner with a desire to continue learning Experience developing and maintaining customized financial plans Comfortable discussing the tax implications of various planning strategies Has experience with Excel and at least one financial planning software Experience trading and managing client portfolios Familiar with using a Client Relationship Manager (CRM) Likes working on a collaborative team and contributes to a positive team culture Has a strong work ethic and high personal and professional integrity Excellent written and verbal communication Pays attention to details and takes pride in the quality of their work Responsibilities: Be the financial advisor responsible for 100-130 households Be responsible for executing our client service matrix to ensure a high level of service Develop and present financial plans for prospects and new clients Create suggested portfolio allocations and recommendations for employer retirement plans Manage several 401k plan relationships (assist new employees, manage annual meeting) Prepare for client meetings by updating plan documents and preparing a financial planning driven agenda Provide timely meeting follow up to ensure action items are addressed and notes are documented Help our team serve our entire client base through special projects and creating efficient processes What We Offer: A competitive salary, negotiable based on experience. Comprehensive benefits including medical, vision, and dental insurance. Employer contributions to Health Savings Account and 401(k) to help you plan for your future. Generous vacation policy to support your work-life balance. A friendly, collaborative work environment that values your contributions. If you're ready to take the next step in your career and make a difference in the lives of our clients, we invite you to apply. Join us and become part of a team that values your expertise and dedication!

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-AS1 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 Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people. We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline. We hire experienced professionals who understand the industry and provide effective advice. We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched. But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affects the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would include business entities, business owners, and individuals who are consistent with Pinnacle's market segmentation. PRIMARY RESPONSIBILITIES: Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve issues client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). Administer and manage client loan portfolio consistent with the Firm's credit policies while meeting the financial needs of clients. Provide a full array of loan products designed to meet the financing needs of clients. Includes but not limited to Working Capital Lines of Credit, Term Loans for equipment or building, Home Equity Lines of Credit, Residential Mortgages, and other miscellaneous consumer loans. Meet all designated Pinnacle standards for appropriate risk rating; credit soundness thresholds; and critical action items as represented in KPI reports. Analyze credit worthiness of a potential borrower and recommend either approval or denial of the request. Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality. Negotiate credit extensions. Work with clients on the structure and terms under which credit would be extended to include collateral requirements, repayment terms, pricing, and covenants required for extension of loans. Approve loans under approved authority limits. Ensure compliance with the Firm's credit policies and regulations for all loans under his/her responsibility. Provide deposit products including but not limited to Demand Deposit Accounts, Money market Accounts, Savings Accounts, and CD's. Cross-sell all appropriate financial products including but not limited to Depository Accounts, Treasury management, and Investment Products. Optimize/recommend appropriate tailored solutions to client needs and provide various services designed to assist client in management of overall financial planning. Manage small investment portfolios for clients and be conversant about investment and ready to refer to brokerages business to the Investment department. Solicit new personal and business banking relationships. Proactively solicit new business relationships through prospects and referral requests and pursue personal banking relationships of assigned Board of Directors and requesting referrals from Board members. Develop and maintain product knowledge of all loan and depository products designed for small business and affluent individual markets, as well as personal knowledge of market. Further expand knowledge to add value to client with regard to Investment needs and estate planning. Participate in developmental and training activities as well as projects as directed by management. Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. Assist other team members as needed to ensure delivery of distinctive service. Perform other related duties and responsibilities as assigned. DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING: College degree is preferred - finance or business-related field. 10 years' experience in banking/financial services. Knowledge of consumer and commercial banking products. Strong knowledge base relative to consumer and commercial loan documents. Knowledge of compliance and federal banking regulations. Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES: Excellent interpersonal skills, including verbal and written communication skills. Effective analytical and mathematical reasoning skills with a strong attention to detail. Ability to work independently and prioritize daily tasks. Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy. Flexibility and ability to multi-task. Excellent client service skills. Tact and diplomacy in dealing with both clients and associates. The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. POSITION STATUS: EXEMPT DATE: 06.09.2015 Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.

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

A nationally recognized RIA is seeking a Wealth Advisor to join a team of Advisors with @ 800MM AUM. We are looking to add a Wealth Advisor to our team who is excited about serving families to accomplish the RIA's purpose: helping others harness wealth to live with peace and purpose . Requirements Active licenses: SIE, Series 7, Series 66 Manage and deepen relationships with a book of 100-130 households Deliver high -touch client experience Develop and present financial plans Provide investment recommendations and create portfolio allocations Benefits**mentoring **work with HNW/UHNW clientele **upward mobility

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

Sell financing for vehicles, extended service contracts and insurance products Accurately complete and submit all financing paperwork to sources Offer insurance products with a thorough explanation Understand and comply with federal, state and local regulations that affect the new and used vehicle finance departments Train and provide the sales team with information on finance and lease programs

JobID: 210690918 JobSchedule: Full time JobShift: : 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.

Insight Global is seeking Financial Consultants for a 7-month hybrid contract with potential extensions or coversions. This role supports financial analysis and planning within a large enterprise, requiring adaptability and multitasking. Responsibilities include preparing monthly financial comparisons, developing budgets and forecasts, conducting ad hoc financial projects, reviewing contracts for financial impact, assisting with month-end close, preparing journal entries, supporting account reconciliations, and managing SOX controls. Proficiency in Maximo and Oracle e-Business Suite is essential. Candidates must be self-starters, capable of working independently, and comfortable seeking support when needed. The role ensures financial statement accuracy in a SOX-compliant environment, supports strategic planning, and provides insights to guide business decisions. Strong analytical skills, relationship-building, and continuous learning are key to success. We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form (****************************************** Og4IQS1J6dRiMo) . The EEOC "Know Your Rights" Poster is available here (*********************************************************************************************** . To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: *************************************************** . Skills and Requirements 5+ years of experience in financial analysis or advanced accounting experience Experience working with basic budgeting and forecasting Experience with Oracle Projects or Oracle EBS Experience with contract review CPA GAAP experience

Radial Solutions Inc., (RSi) is a Service-Disabled Veteran Owned Small Business (SDVOSB) located in Huntsville, AL. At RSi, we understand that people are the most important aspect of our business! As a service provider to the government, we aim to hire right people for each role. We provide professional development opportunities to support continued professional growth. We strive to foster an inclusive, welcoming, and respectful environment for every team member. Position Description Summary: RSi is looking to fill a Budget Analyst II position to support our customer. Job duties include but are not limited to: Oversee all aspects of financial management from the acceptance of funds (GFEBS, MIPRS, 7600A, AMC 1095s, etc.) to the liquidation of contractual obligations Advise management, senior level engineers, and staff in accordance with new and established financial management regulations and guidelines Work closely with Contracting Officer Representative (COR) and the customer to ensure funding is processed and tracked Provide input into the use of current and proposed automation systems through which funding documents and actions are executed Required Minimum Education/Experience/Certifications: Bachelor's degree in a relevant discipline with a minimum of 3 years of relevant work experience Technical financial/program control expertise Budget software proficiency Soft skills for communication and problem-solving Preferred Experience/Knowledge/Skills/Abilities/IT Skills/Certifications: Experience using Microsoft Office Suite, PowerPoint, Google Docs, AICIS, GFEBS, LMP, ATAAPS, ACTS, and other Army budget/financial tools Ability to work independently as well as collaboratively in a team setting Excellent written and verbal communication skills Strong interpersonal abilities Proven skill in prioritizing and completing tasks under high-pressure conditions Work Environment: Office Physical Environment (outside, inside, heights, stairs etc.) /Requirements (lifting, heights, bending etc.): Must be able to sit for long periods of time, and operate computer equipment with or without reasonable accommodations. Other: Must have the ability to obtain and maintain a Secret clearance. Applicants for positions which require a US government security clearance must meet eligibility requirements to include US citizenship. EOE/Minorities/Females/Veterans/Disabled Radial Solutions Inc., (RSi) is a Service-Disabled Veteran Owned Small Business (SDVOSB) located in Huntsville, AL. At RSi, we understand that people are the most important aspect of our business! As a service provider to the government, we aim to hire right people for each role. We provide professional development opportunities to support continued professional growth. We strive to foster an inclusive, welcoming, and respectful environment for every team member. RSi is an Equal Employment Opportunity employer as defined by the EEOC. If you are a qualified individual with a disability or are a disabled veteran and are unable or limited in your ability to use or access our Careers site as a result of your disability, you have the right to receive assistance in completing the application process. Please email your resume and application to *************** or contact us directly about your interest in employment with RSi. RSi is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion or creed, national origin or ancestry, gender, age, sexual orientation, gender orientation, physical or mental disability, veteran status, genetic information, citizenship, or any other federal, state, or locally protected class.

As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. You will enjoy the support of the firm in offering valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful Financial Advisors will bring unwavering integrity, a team mentality, and drive to grow their career. Advisors joining our firm will enjoy a well-planned onboarding and learning process to gain command of the tools and proven methods that will lead to Advisor and Client success. If you are ready to positively impact the lives of your clients, we are interested in talking to you. Key Responsibilities * Drive growth in your market and achieve revenue and profitability goals. * Actively communicate the firm's value proposition and advice-based service offering to all stakeholders. * Develop client relationships through internal banker referral partners and external COIs. * Surround your clients with our team, including Financial Planning, Brokerage, Trust, Insurance, and the Family Office as appropriate. * Conduct client meetings, annual reviews and evaluate changes in financial objectives, and recommendations which result in strengthening and growing client relationships. * Stay abreast of market trends and demonstrate high level understanding of investment offering and solutions. * Engage your connectivity in the community to foster business development. Qualifications: * 4+ years experience in the Financial Services industry. * Bachelor's Degree required from accredited college or university. * Series 7, and either 66 or 63/65. Life & Health. Other financial certifications strongly encouraged. * Excellent consultative sales skills, with demonstrated business development track record. * Strong written and oral communication skills. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

We are seeking a Program/Budget Analyst to provide senior-level program and budget support to the Program Executive Office, Aviation (PEO AVN) for its Plans, Programs, Resources, and Procurement office. The Program/Budget Analyst will be responsible for supporting financial and budget activities, performing funds execution, and participating in financial planning and programming for Army appropriations. This role includes audit support and compliance responsibilities, with a focus on working with various financial and program management systems to ensure operational efficiency and alignment with DoD standards. JOB DUTIES/FUNCTIONS: Financial Management and Funds Distribution: Review, analyze, and interpret various GFEBS financial documents and reports, ensuring alignment with financial metrics. Budget Planning and Execution: Develop and prepare spend plans, conduct program reconciliation, and support reprogramming processes for Army appropriations. Audit and Compliance: Provide Joint Reconciliation Program (JRP) and Financial Improvement Audit Readiness (FIAR) support, including researching and reviewing audit samples, preparing JRP packages, and working on audit tasks related to Open Commitments, Unliquidated Obligations (ULOs), and Accounts Payable/Receivable. Program Elements and POM Data: Collect and analyze Program Objective Memorandum (POM) data, and support the development and defense of POM requirements for Army appropriations. Documentation and Reporting: Consolidate inputs for SmartCharts (Program Reviews) and create narrative or chart-based presentations for high-level meetings with senior Army officials and other stakeholders. Compliance with Army Business Processes: Maintain knowledge of Army business processes and work with appropriations such as Operations and Maintenance, Army (OMA), Aircraft Procurement Army (APA), and Research, Development, Test & Evaluation (RDT&E). Team Collaboration: Engage with a team of analysts, program managers, and external stakeholders to meet project goals and deliverables. Travel Authorization Management: Review travel orders and authorizations within the Defense Travel System (DTS) as part of budget execution. REQUIRED QUALIFICATIONS Education & Experience: Bachelor's degree with 10+ years of experience in program analysis, financial management, or a related field, OR Master's degree with 8+ years of experience. Audit Experience: Proven experience supporting audits, particularly with FIAR and JRP audit activities. Clearance: Active Secret Security Clearance required. Citizenship: Must be a U.S. Citizen. PREFERRED QUALIFICATIONS Advanced Financial Analysis: Extensive experience with GFEBS and other financial management systems for government programs. Leadership in Compliance: Demonstrated ability to lead compliance initiatives, manage program elements, and collaborate with senior leaders on financial and audit readiness. Data and System Integration: Experience in leveraging data systems to automate processes and streamline reporting, particularly in a DoD setting. BENEFITS Health, Supplemental Health, Vision, and Dental Insurance 401K Matching Short-term and Long-term Disability Insurance Flexible Paid Time Off (PTO) Hybrid Telework Opportunities JS Solutions is an Equal Opportunity Employer that does not discriminate based on actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. The management team is dedicated to this policy regarding recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, access to facilities, and general treatment during employment.

Finance/Budget Analyst II Schedule (FT/PT): FT Travel Required: Yes Shift: Day Remote Type: On-site Clearance required: Secret Division: Security Cooperation Who is ACT1 Federal? ACT1 Federal LLC is a 100% employee-owned company. We've served the Department of Defense (DoD) for nearly thirty years. Our core missions include weapon systems engineering, logistics, space domain expertise, global defense and security, business and financial management for security assistance and major defense articles, as well as military training and arctic security. Join us! Description: Provide finance/budget management support and recommendations for Army FMS systems. Support shall include financial analysis; management and oversight with USASAC PPBE; monitoring, managing and enhancing FMS Administration and Case capabilities; input, analysis, and recommendations for programs, budgets, and pricing of life cycle performance requirements and FMS cases; and research efforts through data collection and analytical methodologies to optimize resource management. Responsibilities: · Support the planning and execution of operating resource budgets. Assist in performing financial analysis and/or systems analysis in support of Security Assistance Program objectives. Assist with the management and oversight of the USASAC Planning, Programming, Budgeting, and Execution System (PPBES). Provide strategic resource management analysis, and budget or programming services to include planning, programming, budgeting, and executing (PPBE) and tracking data, and financial management support. Perform financial analyses and accounting reconciliation utilizing such systems as Program Budget Accounting System (PBAS),Defense Security Assistance Management System, (DSAMS), Mechanization of Contract Administration Services (MOCAS), Federal Logistics Information Systems (FEDLOG), Procurement Automated Data and Documents System (PADDS), Defense Integrated Financial System (DIFS), Centralized Integrated System-International Logistics (CISIL), Logistics Modernization Program (LMP), General Fund Enterprise Business System (GFEBS), Case Closure Operating System (CCOPES) and the Integrated Major Pricing Analysis and Reporting Tool (IMPART) system. Coordinate with leadership, as required in performance of budget execution or justification. Requirements A minimum of two (2) years of financial, budget, PPBE, and/or cost estimating and analysis experience is required. Experience with financial and management systems, including PBAS, DSAMS, MOCAS, FEDLOG, PADDS, DIFS, CISIL, LMP, GFEBS, CCOPES, and IMPART, is highly desired. Bachelor's degree in Mathematics, Business/Finance, Accounting, or other related discipline. Active Secret Clearance required. Knowledge/experience w/ US Army Security Assistance enterprise with specific experience in Foreign Military Sales (FMS) activities is desired. Former US Army Logistician or Army Foreign Area Officer is desired. Benefits · Medical/Dental/Vision Insurance · ACT1 Employee Stock Ownership Plan (ESOP) · Company Paid Life and AD&D Insurance · Company Paid Short-Term Disability · Voluntary Long-Term Disability · Flexible Spending Accounts (FSA) · Health Savings Account (HSA) · 401K with employer match · Paid Time Off · Paid Holidays · Parental Leave · Military Leave · Education, Training & Professional Development · Voluntary Accidental Injury/Critical Illness/Hospital Care · Voluntary Pet Insurance, Legal Resources, and Identity Protection ******************************** Our people-first culture prioritizes the benefits of flexibility and collaboration, whether that happens in person or remotely. If this position is listed as remote or hybrid, you'll periodically work from a ACT1 Federal or client site facility. If this position is listed as onsite, you'll work with colleagues and clients in person, as needed for the specific role. All qualified applicants will receive consideration for employment without regard to disability, status as a protected veteran or any other status protected by applicable federal, state, local or international law.

Incorporated in 2012, MDW is a small business headquartered in McLean, VA. We provide Federal government clients with consulting, management services, advisory and assistance services, decision support, strategic planning, process planning and improvement, task execution and metrics analysis. Our mission is to make our clients more successful by providing honest assessments, exceptional analysis, prudent advice, direct communication and hard work. Our core capabilities include: Strategic Planning Cost Estimating Budget Programming and Justification Budget Execution Acquisition Management Financial Systems Support & Integration MDW Associates, LLC (“MDW”) is an equal opportunity employer and does not discriminate in hiring or employment on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, age, marital status, covered veteran status, mental or physical disability, pregnancy or any other unlawful basis unrelated to the ability to do the job. MDW seeks to employ talented, ethical and entrepreneurial-minded persons. Our applicants and employees are protected from discrimination as required by Federal law. Job Description We are seeking full time analysts capable of applying managerial, technical, and business knowledge and judgment to DoD Business Operations for complex weapon systems. Qualified candidate must be capable of: Working independently to solve complex problems. Performing strategic planning, Business Case Analysis, POM, and budget formulation (i.e. Congressional justification materials) under Government direction with federal funds execution in multiple appropriations. Specialized related knowledge: Experience with DoD or MDA Planning, Programming, Budget Formulation and Execution (PPBE) Implementation of OSD PPBE guidance to develop budget justification documentation for the Program and Budget Review (PBR) and President's Budget (PB) for RDT&E, O&M, Procurement and MILCON appropriations Demonstrated ability to independently or lead a team to resolve issues and present solutions to senior leadership using business case analyses, “what if” drills, briefings, issue papers, resource reallocation, analysis of alternatives, etc. Understanding and application of relevant Financial Management Regulations and OMB Circular A-11 Justification and implementation of Above or Below Threshold Reprograming Organize, analyze and consolidate financial data for program acquisition planning, reviews, and reporting Tracking and reporting of Financial Execution spending rates against established internal and external controls using DoD and MDA databases Maintain financial databases of Agency's operating budget Prepare and execute program funding requests (PRs, MIPR) Defending the budget and spend plans to internal/external stakeholders by developing supporting products Provide daily supervision and direction to support teams Established knowledge of Excel and MS Office product slate Qualifications Client requires candidate to have an: Active US Security Clearance (Secret, TS, TS/SCI) BA/BA in a related field MA/MS in a related field Additional Information All your information will be kept confidential according to EEO guidelines.

Stratagem Solutions, Incorporated is in search of applicants who are available in the near term and are interested in satisfying a future requirement to support an Army Acquisition Product Manager's Cost Analyst Team by preparing Life Cycle Cost Estimates, cost models in ACEIT to determine the total costs of the program, Independent Government Cost Estimates, Proposal Evaluation inputs, tasker inputs, Spend Plans, and other related cost inputs. The ideal candidate will be able to articulate and defend the cost models, estimates, processes, and have recent/relevant experience gained from military/civilian service and are adept at briefing mid and senior staff personnel. This is a resume canvassing action and not an application for an immediate vacancy. SSI may not immediately contact candidates who apply to these positions follow up interview. SSI will retain resumes for consideration in future requirements. Responsibilities and Duties Position requirements: Develop the Government's recommended and objective cost position for prime contractor or Other Government Organization proposals. Provide recommendations to senior staff regarding prime contractor submitted cost and performance reports. Evaluate the following cost elements: labor, travel, materials, other ODC, overhead, G&A and cost of money. Develop cost estimates for enhancements to systems and other future system requirements. Assist in planning and execution of events providing documentation to support acquisition milestones decisions. Calculate risk of tradeoff analysis and other studies. Analyze mission requirements to determine cost parameters and specific cost factors and relationships to be utilized in developing cost models. Provide technical assistance to functional specialist in identifying and evaluating program cost factors and cost impacts of program alternatives. Utilize independent judgment to plan, prioritize, and organize a diversified workload in a high-pace and detail oriented environment. Minimum Requirements: Must have 5 years of experience in an advanced cost analysis/financial position. Must have experience in generating: Life Cycle Cost Estimates, Independent Government Estimates, cost input to Acquisition Program Baselines, Business Case Analysis, and Cost as an Independent Variable analysis. Must have experience using Automated Cost Estimating Integrated Tool (ACEIT). Must have a thorough knowledge of Cost Accounting Standards, Generally Accepted Accounting Principles, and the Federal Acquisition Regulations. Must have the ability to respond quickly and accurately to "What-if" drills concerning program delays, acceleration in schedule, and cuts/increases to the existing funding profile using ACEIT and offline in Excel. Must have strong skills and depth of experience in the development of an array of alternative solutions for program management challenges relating to cost, schedule, production, fielding and sustainment. Must have exceptional written and oral presentation skills. Must have demonstrated experience working individually as well as organizing and facilitating working groups. Must have experience preparing detailed written reports and briefings suitable for presentation to senior level military and corporate leadership, as well as present material orally. Must have excellent written and oral communication skills and the ability to use Microsoft Office suite of products. Preferred Requirements: PEO Aviation PMO experience, PM experience, Headquarters Staff experience. Experience supporting program budgeting processes with the preparation of P and R-Forms. Acquisition Level III Certification. Education and Experience Requirements: Minimum Education - Bachelor's of Science Degree Minimum Years of Experience - 5 years concentrated in the functional responsibility area of the position to be filled Travel: May require travel up to 10%. Special Requirements: Applicants selected are required to have an active security clearance: SECRET and must maintain the minimum requirements for access to classified information. Testing: Candidates may be subject to a written test as part of the candidate interview and selection process to demonstrate written communication skills and/or the ability to deal with potentially challenging notional situations which may arise while supporting a Product Office. Benefits Health/Dental/Vision Insurance Life Insurance AD&D Short / Long Term Disability 401K with Company Contribution Identity Theft Protection Paid Holidays Paid Time Off (PTO) Bereavement/Jury Duty/Reserve Military Training Leave Tuition Reimbursement

R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. Seeking and paying for medical care is a significant challenge for many Americans. As an R1 Financial Counseling Associate, you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their medical service(s). This is a PRN position that will also function as a Patient Registrar to check patients in as needed. You will be expected to accurately and compassionately explain financial options and obligations during financial counseling sessions held directly with patients. In this role, a successful candidate must display excellent customer service, commitment to assisting patients, and attention to detail. To thrive in this job, you'll need to be able to multi-task, use and navigate multiple systems, and communicate with compassion and authenticity to build trust with patients when discussing sensitive situations. Additionally, you will need to gain and display a thorough understanding of Medicaid and other funding programs to provide patients with clear and concise information. Previous experience as a financial counselor with a background in medical terminology, understanding State and Federal assistance programs, or relevant healthcare experience is a plus. Here's what you can expect working as a Financial Counseling Associate: You will have the opportunity to help patients navigate some of the most difficult times in their lives by reducing financial burdens related to their medical care. You will see, hear about, and/or be in the presence of illness and injuries. You may need to be up to date on all vaccinations (including but not limited to an annual flu shot), pass a drug test, and pass a background check prior to hire. This is a fast-paced work environment; you will need to be able to communicate complex coverage enrollment information with patients and assist with their applications effectively and efficiently. R1 training and Financial Counseling leaders are ready to help you gain the knowledge you need to be successful in this role. We at R1 care about your professional growth and development. Financial Counseling leaders are committed to fostering individual growth, and R1 provides a multitude of career and leadership development courses and programs. Requirements: High School Diploma or GED Excellent customer service skills Compassionate communication This role involves frequent movement between work areas and requires the ability to remain mobile throughout the day in order to perform essential job duties. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. R1 is an equal opportunity employer and does not discriminate on the basis of any protected status For this US-based position, the base pay range is $14.92 - $20.82 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training. The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. R1 RCM Inc. (“the Company”) is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories. If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance. CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent To learn more, visit: R1RCM.com Visit us on Facebook LI-TJ2022 #healthcare #hospital #banking #financialcounseling #insurance

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-AS1

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.

As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. You will enjoy the support of the firm in offering valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful Financial Advisors will bring unwavering integrity, a team mentality, and drive to grow their career. Advisors joining our firm will enjoy a well-planned onboarding and learning process to gain command of the tools and proven methods that will lead to Advisor and Client success. If you are ready to positively impact the lives of your clients, we are interested in talking to you. Key Responsibilities • Drive growth in your market and achieve revenue and profitability goals. • Actively communicate the firm's value proposition and advice-based service offering to all stakeholders. • Develop client relationships through internal banker referral partners and external COIs. • Surround your clients with our team, including Financial Planning, Brokerage, Trust, Insurance, and the Family Office as appropriate. • Conduct client meetings, annual reviews and evaluate changes in financial objectives, and recommendations which result in strengthening and growing client relationships. • Stay abreast of market trends and demonstrate high level understanding of investment offering and solutions. • Engage your connectivity in the community to foster business development. Qualifications: • 4+ years experience in the Financial Services industry. • Bachelor's Degree required from accredited college or university. • Series 7, and either 66 or 63/65. Life & Health. Other financial certifications strongly encouraged. • Excellent consultative sales skills, with demonstrated business development track record. • Strong written and oral communication skills. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube