US Experienced Financial Advisor
Finance planner job in Iowa City, IA
**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.
Financial Advisor - Eastern Iowa/Cedar Rapids/Quad Cities
Finance planner job in Iowa City, IA
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success.
As a Thrivent Financial advisor, you will:
* Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
* Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
* Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
* Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
* Have the flexibility to control your schedule, allowing for work-life balance.
* Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
* Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:
* Self-disciplined, independent and driven to succeed.
* Motivated by helping others and seeing them achieve their goals.
* A natural coach or guide with strong interpersonal skills.
* Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Requirements
* Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
* Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
* Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
* Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
* Medical, dental, vision, disability and accidental death and dismemberment insurance.
* Pension, 401(k) and retiree medical plans.
* Ongoing support, training and opportunity for professional growth as you build your business.
* Well-being programs to help you manage your physical, emotional and financial health.
* Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
* Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
Auto-ApplyFinancial Advisor
Finance planner job in Marion, IA
Through its relationship with CUSO Financial Services, LP (CFS) Via Credit Union is seeking a Financial Advisor to join their team in the Marion, IN area. Are you interested in helping people accomplish their retirement goals and making a positive impact? Do you enjoy educating others?
The Licensed Financial Advisor provides expertise on products and services to members and non-members regarding planning for retirement and investment services. Services include an analysis of current financial picture, assisting with the establishment of financial goals, and the development of a strategy designed to achieve those goals. Via Credit Union provides services within 12 counties of members *, therefore, the Advisor will travel to meet with members in the membership counties.
*Field of membership counties: Blackford, Delaware, Grant, Hamilton, Howard, Huntington, Kosciusko, Madison, Miami, Tipton, Wabash, and Wells
Reasonable Accommodations Statement: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Essential Functions:
Connect with members and prospective clients via telephone calls and in person.
Analyze data collected from members in order to develop a financial plan that meets the member's specific needs.
Conduct annual reviews with each client.
Develop, submit to Credit Union Service Organization for approval, and present education seminars/workshops on topics of interest to members.
Assist in the development of a marketing plan for products and services offered through Credit Union Service Organization (CUSO).
Become familiar with all products and services offered through the credit union and cross-sell as the opportunity arises.
Records all sales, transactions, and pertinent conversations are documented.
Keep prospectus and sales literature stocked and current.
Compile monthly activity and sales reports for Via Credit Union as well as quarterly and annual production reports.
Maintain member files.
Oversee signature guarantee program and maintain logs.
Maintain Investment Department website.
Ensure the Investment Department is in compliance with FINRA.
Maintain advertising and complaint files as required by the FINRA.
Be prepared for compliance audits by the state or Credit Union Service Organization and correct any deficiencies.
Complete continuing education to maintain licenses.
Compile production and marketing projections, in December, and develop an Investment Department budget for the next year.
Promote and exemplify Via CU' s commitment to members through great service.
Interface with other departments as needed.
Build strong relationships with all members, staff, and prospective members.
Keep key employees informed and educated so they can promote the products and services the Investment Department has to offer.
Position Requirements and Qualifications:
Education: High School Diploma or equivalent required; bachelor's degree preferred
Experience:
2 or more years of sales experience in the financial services industry, preferably in a bank or credit union.
Technical knowledge about various insurance and investment vehicles with regards to tax implications
Knowledge of Social Security, Medicare, and Medicaid
Computer Skills:
Word and Excel
Computer literate
Certifications & Licenses:
FINRA Series 7, 63/65 (or 66) securities licenses (or better)
Life and Health Insurance licenses
License in long term care and P & C preferred
Clean U-4 and Background
Certified Financial Planner (CFP) designation preferred
Valid driver's license, must be insurable
Expectations:
Demonstrate and consistently model the Via CU brand based on the mission, vision, and values.
Demonstrate honesty and integrity and be seen as credible in the workplace.
Accept responsibility and be accountable for your actions.
Demonstrate ability to take care of the members' needs while following company procedures, maintain confidentiality, demonstrating the ability to handle sensitive matters.
Demonstrate and model strong interpersonal skills, maintain a positive and respective attitude.
The ability to formulate sound decisions using the available information.
Act as a role model within and outside of the department.
Adhere to company policies and procedures, maintaining confidentiality, and demonstrating the ability to handle sensitive matters.
Excellent organizational skills and initiative to improve processes.
Communicate regularly with department head about issues.
Demonstrate flexible and efficient time management, ability to work independently and prioritize work and complete within given deadlines.
Physical Demands:
N (Not Applicable) Activity is not applicable to this position.
O (Occasionally) Position requires this activity up to 33% of the time (0 - 2.5+ hrs./day)
F (Frequently) Position requires this activity from 33% - 66% of the time (2.5 - 5.5+ hrs./day)
C (Constantly) Position requires this activity more than 66% of the time (5.5+ hrs./day)
Occasionally: Reach above Shoulder, Squat or Kneel, Lift/Carry over 20 -100 lbs.
Frequently: Reach Outward, Bend, Lift/Carry and/or Push/Pull 11-20 lbs.
Constantly: Sit, Stand, Walk, Manually Manipulate, Visual Accuity, Talk, Hear/Listen, Lift/Carry 10 lbs. or less, Push/Pull 12 lbs. or less
Not Applicable: Crawl, Climb
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee may be in a fast paced, stressful environment. Some outside environmental conditions, especially while traveling to meetings, training, or meeting with members. The noise level in the work environment is usually moderate.
EOE
** Representatives are employed by Via Credit Union and registered through CUSO Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker/dealer and Registered Investment Advisor with a stable track record of serving the investment needs of credit unions and their members. To learn more about CFS, please visit ****************
CFS (Member FINRA/SIPC) is a broker-dealer and Registered Investment Advisor with a stable track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to help get you there. We are led by visionary financial services leaders who see farther. Ranked as one of the top broker-dealers in the industry, we work with many of the top financial institutions throughout the country.
Auto-ApplyEntry Level Financial Consultant
Finance planner job in Iowa City, IA
Part-Time Financial Services Internship with Career Growth Potential
Are you looking to gain valuable experience in the financial industry while pursuing other interests? Our part-time internship offers a flexible opportunity to develop your skills, gain hands-on experience, and set yourself up for a full-time career in financial services.
What You'll Gain:
Practical experience in client engagement, financial planning, and market research.
Training and mentorship from experienced professionals in the field.
Exposure to a variety of financial services and strategies.
The potential to transition into a full-time role as you progress in your training.
What We're Looking For:
Self-motivated, goal-oriented individuals with a desire to learn and grow.
Strong communication skills and the ability to build relationships.
A proactive attitude and willingness to take on new challenges.
An interest in helping others achieve financial security.
Why This Internship is Ideal:
Flexible, part-time schedule to accommodate your other commitments.
Direct exposure to real-world financial services work.
Mentorship and professional development opportunities.
A clear pathway to a full-time career as you gain experience and skills.
This part-time internship is a perfect way to explore a rewarding career in the financial industry while balancing other priorities. Apply now and start building your future!
Location: Flexible options, including in-office and hybrid roles
Duration: Part-time with potential for full-time advancement.
Financial Advisor
Finance planner job in Cedar Rapids, IA
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
Auto-ApplyBusiness Banking Relationship Analyst
Finance planner job in Cedar Rapids, IA
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
Business Banking Relationship Analysts partner with assigned Relationship Manager(s) to successfully manage Business Banking relationships and the loan portfolio. Contributes to the profitability and growth of Business Banking by retaining and expanding relationships with existing clients. Responsibilities may include analyzing financial data and preparing comprehensive written analysis, managing credit quality within the team's credit portfolio, providing guidance to customers, identifying and successfully capitalizing on opportunities to deepen and expand existing relationships, managing credit risk, and responding to prospect or customer credit questions.
Basic Qualifications
* Bachelor's degree, or equivalent work experience
* Three to five years of Business Banking experience
Preferred Skills/Experience
* Well-developed analytical and problem-solving skills
* Basic knowledge of bank products and services that results in successfully capitalizing on all opportunities to deepen the relationship
* Basic knowledge of credit administration, analysis, and credit policy/procedure
* Demonstrated understanding of advanced financial accounting and analysis
* Ability to work effectively with individuals and groups across the company to manage customer relationships
* Effective verbal and written communication skills
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
* Healthcare (medical, dental, vision)
* Basic term and optional term life insurance
* Short-term and long-term disability
* Pregnancy disability and parental leave
* 401(k) and employer-funded retirement plan
* Paid vacation (from two to five weeks depending on salary grade and tenure)
* Up to 11 paid holiday opportunities
* Adoption assistance
* Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $86,360.00 - $101,600.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
Experienced Financial Advisor
Finance planner job in Hiawatha, IA
Are you an experienced professional in the financial services field? Do you consider yourself to have excellent sales experience, an entrepreneurial mindset and be a great “people person?” If so, you've landed on the perfect career opportunity for you at New York Life.
Whether you are looking for a change or seeking to align with a company that offers superb resources, training, benefits and room for growth, you can take your career to the next level in this position with us at the New York Life Iowa general office.
This career position includes:
Running a client-based practice of your own with the backing and support of a Fortune 100 company.
Providing clients with long-term financial strategies to help achieve their financial goals through products in life insurance, investments+, annuities and mutual funds+.
Understanding the needs and financial concerns of clients as well as educating clients on how to prepare for their future financially if an unfortunate life circumstance occurs.
Promoting customized ways for clients to achieve their long-term financial goals.
Cultivating quality relationships with clients to establish opportunities to help their family members pursue financial security.
Networking and prospecting new clients to maximize your client-based practice.
Qualities New York Life looks for include:
Direct experience in the financial services business (securities licenses required).
Sales experience.
Entrepreneurial mindset with desire for continuous learning.
Strong communication skills - excellent listening skills and ability to explain complex information in a simple and concise manner both verbally and on paper.
Strong business acumen and professional business demeanor.
Eagerness to network, ability to develop relationships and sincere desire to help others.
Desire to engage your community and leverage personal networks/contacts.
It's your career and you deserve control of your growth.
New York Life helps set you up in every way to have a successful career but you're in control. As a financial professional, your ambition, your sales, and your attitude determine your income. As well as the opportunity for growth within the company's career paths. At New York Life, you receive the benefits of:
Ongoing access to local managers, team member collaboration and being paired with a seasoned agent for mentorship.
Full-time trainers who are extremely proficient in teaching the information and skills needed to lead you to career success both financially and in growth within the company.
Support from corporate development managers and product consultants to assist you.
Access to state-of-the-art marketing support.
Compensation:
Commission-based compensation dependent on agent sales performance. The more you sell, the more you get. Agent compensation is not guaranteed. Average range is from $90,000 - $150,000 for the first year. Benefits include medical, dental, vision, a 401(k) and pension.
Please note: We, unfortunately, can only accept applicants who are either a U.S. Citizens or reside within the United States. And live in the state of Iowa.
About New York Life:
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success for our clients.
Auto-ApplyManager, Program Finance & Control Analyst (Onsite)
Finance planner job in Cedar Rapids, IA
Country:
United States of America Onsite
U.S. Citizen, U.S. Person, or Immigration Status Requirements:
The ability to obtain and maintain a U.S. government issued security clearance is required. U.S. citizenship is required, as only U.S. citizens are eligible for a security clearance
Security Clearance:
DoD Clearance: Secret
Are you ready to be part of a dynamic team of financial experts at Collins Aerospace? We're on the lookout for an exceptional individual to join us in the role of Manager, Program Finance & Control Analyst (PF&C).
The PF&C Manager is an individual contributor who participates in the control of costs and schedules on projects requiring validated cost schedule control system. This position interacts with all elements of Collins Aerospace Mission Systems, including Program Management, Engineering, Finance, Contracts and Operations and is therefore an excellent position for those who want to be an integral part of a team that is directly responsible for program execution. Opportunities to interact with Collins Aerospace upper management, as well as our external customers and local government agencies are an additional benefit.
What You Will Do
Provide effective financial administrative planning and control on large/challenging development programs
Develop and maintain program Performance Measurement Baseline (PMB) for earned value / project management purposes
Establish a Contract Work Breakdown Structure (CWBS) and CWBS Dictionary
Perform analysis of program cost and schedule performance, identifying trends, and providing information to Project Leadership Team for corrective action implementation
Interaction with external customer, including the preparation, submission, and review of customer cost & schedule related data items
Incorporate regular status and ETC updates based on inputs from CAMs
Provide monthly, quarterly and yearly sales forecasting
Preparation and analysis of Estimates at Complete (EACs) and complete financial support to assigned program teams
Ensure compliance to Mission Systems EV System Description
Liaison with government and internal EV auditors
Support Program Reviews
Participate in the development of proposals
Travel up to 10% as needed
Qualifications You Must Have
Typically requires University Degree and minimum 8 years prior relevant experience or an Advanced Degree in a related field and minimum 5 years of experience
The ability to obtain and maintain a U.S. government issued secret security clearance is required after day 1. U.S. citizenship is required, as only U.S. citizens are eligible for a security clearance.
Experience with Program Controls
Experience with SAP or similar ERP
Experience with Cost Controls
Qualifications We Prefer
Experience with Microsoft Office including extensive experience in Excel
Experience with Earned Value Cost Engines/Software
Understanding of corporate Financial Planning & Analysis (FP&A)
Understanding of Continuous Improvement concepts
Proven experience presenting to large groups and leadership
What We Offer Benefits
Some of our competitive benefits packages include:
Medical, dental, and vision insurance
Three weeks of vacation for newly hired employees
Generous 401(k) plan that includes employer matching funds and separate employer retirement contribution, including a Lifetime Income Strategy option
Tuition reimbursement program
Student Loan Repayment Program
Life insurance and disability coverage
Optional coverages you can buy pet insurance, home and auto insurance, additional life and accident insurance, critical illness insurance, group legal, ID theft protection
Birth, adoption, parental leave benefits
Ovia Health, fertility, and family planning
Adoption Assistance
Autism Benefit
Employee Assistance Plan, including up to 10 free counseling sessions
Healthy You Incentives, wellness rewards program
Doctor on Demand, virtual doctor visits
Bright Horizons, child and elder care services
Teladoc Medical Experts, second opinion program
And more!
Learn More & Apply Now!
Do you want to be a part of something bigger? A team whose impact stretches across the world, and even beyond? At Collins Aerospace, our Mission Systems team helps civilian, military and government customers complete their most complex missions - whatever and wherever they may be.
Our customers depend on us for intelligent and secure communications, missionized systems for specialized aircraft and spacecraft and collaborative space solutions. By joining our team, you'll have your own critical part to play in ensuring our customers succeed today while anticipating their needs for tomorrow. Are you up for the challenge? Join our mission today.
Our customers depend on us for intelligent and secure communications, missionized systems for specialized aircraft and spacecraft and collaborative space solutions. By joining our team, you'll have your own critical part to play in ensuring our customers succeed today while anticipating their needs for tomorrow. Are you up for the challenge? Join our mission today.
When you join our finance team, you're joining a team whose impact stretches across the world, and even beyond. Our team supports 70,000 employees across the U.S. and around the globe. As a United Technologies Corp. subsidiary, we operate with our own business reporting structure, financial dashboards and earnings metrics. This reporting relationship allows finance team members to implement innovative tools for the aerospace market in a stand-alone business environment. At Collins Aerospace, you'll be not only be advancing your career, you'll be leaving your mark on the future of advanced technologies.
*Please ensure the role type (defined below) is appropriate for your needs before applying to this role.
Onsite: Employees who are working in Onsite roles will work primarily onsite. This includes all production and maintenance employees, as they are essential to the development of our products.
At Collins, the paths we pave together lead to limitless possibilities. And the bonds we form - with our customers and with each other -- propel us all higher, again and again.
Apply now and be part of the team that's redefining aerospace, every day.
As part of our commitment to maintaining a secure hiring process, candidates may be asked to attend select steps of the interview process in-person at one of our office locations, regardless of whether the role is designated as on-site, hybrid or remote.
The salary range for this role is 101,000 USD - 203,000 USD. The salary range provided is a good faith estimate representative of all experience levels. RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate's work experience, location, education/training, and key skills.Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement.Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company's performance.This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply.RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window.
RTX is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status, or any other applicable state or federal protected class. RTX provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act.
Privacy Policy and Terms:
Click on this link to read the Policy and Terms
Auto-ApplyFinancial Representative Entry Level
Finance planner job in Cedar Rapids, IA
Job DescriptionBenefits:
Retirement
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At the Funk Group: Northwestern Mutual, our mission is clear: to create the most financially secure communities in all of America, one person, one family, and one business at a time. We believe that true success goes beyond financial security, which is why we are also deeply committed to making a positive impact in the local community. Our office is passionate about supporting and giving back to a variety of charitable organizations that are making a difference right here in the Cedar Valley. From our annual volunteer work with the Northeast Iowa Food Bank to supporting causes like Alexs Lemonade Stand, Retrieving Freedom, Cedar Valley Angels, Junior Achievement, and Habitat for Humanity, we believe in the power of community-driven initiatives.
We also partner with Hy-Vee for events like Alexs Lemonade Stand and are proud to support local organizations such as House of Hope, the Boys and Girls Club, Americans For Independent Living (AFIL), and Ledar Valley. As a Financial Representative with the Funk Group, youll not only have the opportunity to build a rewarding and impactful career, but youll also be part of a team that makes a difference in the lives of others, both financially and through community involvement.
Our thriving office is located: 3839 Ansborough Avenue, Waterloo, IA 50701
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
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:
Mark Funk - Managing Director:
How long with NM? 26 years
Prior Experience? Started with Northwestern Mutual in college as an intern while pursuing his finance degree.
Passionate About? He and his wife love to travel and spend time with their family at their properties in Montana and Florida. Mark also enjoys playing golf and hunting at his cabin in Northeast Iowa.
Nick Jans - Wealth Management Advisor:
How long with NM? 2 years as an intern and 11.5 years full-time
Prior Experience? Studied Business at UNI and worked at Scheels.
Passionate About? Nicks central focus outside of work is his family life he and his wife Kelly have been married almost 10 years, and they have three kids: Talon (5), Brooks (3), and Navy (1). He is also very passionate about bow hunting, land management, and fly fishing. Nick enjoys anything outdoors.
Eric Sikkema - Wealth Management Advisor:
How long with NM? 12.5 years with Northwestern Mutual
Prior Experience? Worked for a golf course before joining Northwestern Mutual.
Passionate About? Eric enjoys travel, spending quality family time, participating in sports, and golfing.
Owen Ward - Certified Financial Planner:
How long with NM? 7 years
Prior Experience? Started his career right out of college.
Passionate About? Owen is passionate about spending time with his family, traveling, and cheering on the Hawkeyes.
Ally Dana - Development Director:
How long with NM? Almost 10 years!
Prior Experience? I graduated from UNI in Leisure Services and interviewed with NM my senior year, despite no prior financial services experience. After learning more about the company, I joined NM the Monday after graduation.
Passionate About? I enjoy spending time with my husband, daughter, and dogs, practicing barre/pilates/yoga, being outdoors, and traveling.
Matthew Henson - Financial Advisor:
How long with NM? Matthew has been with NM for 6 years.
Prior Experience? Matthew was a youth leader at a church in Waverly for five years. He also started his own basketball camp and worked in various labor jobs, including landscaping, flipping houses, painting, and security.
Passionate About? Matthew is passionate about personal development, playing and coaching basketball, working out, and spending time with family and friends.
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.
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. Mark Funk is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Financial Aid Advisor
Finance planner job in Cedar Rapids, IA
To advance the college's mission, vision, principles, values and strategic initiatives through continuous improvement decisions. This position plays a key role in enacting the College's commitment to providing a welcoming, inclusive and accessible environment to a diverse group of students seeking to learn and grow at Kirkwood. Financial Aid Advisors are responsible for advising students about the available resources to further their education. This position requires a high degree of independent judgment, initiative, organization, and problem-solving skills. The ideal candidate collaborates with staff and faculty to ensure students have the resources required to reach their educational goals and provides education and outreach to students.
The typical work schedule for this position will be Monday through Friday from 8 am to 5 pm.
UNIVERSAL CORE COMPETENCIES:
* Advocate for Continual Improvement - empowering each other to identify opportunities for excellence.
* Collaborate with Mutual Accountability - working together with a willingness to take ownership and account for our actions.
* Champion Service - anticipating needs and create a welcoming, diverse, and inclusive environment.
* Perseverance - commitment to excellence even in the face of adversity or delay in achieving success.
* Lead - regardless of title, through positive influence.
* Maintain up to date expert knowledge of federal and state Financial Aid regulations.
* Develop an individualized plan for financing a student's education: help navigate the financial aid process, identify internal and external financial resources, identify financial options, support good academic planning and financial decision making
* Provide individualized student support and skill building related to financial aid, financial and academic planning and refer students to college and community resources.
* Monitor student progress and teach financial literacy skills, financial aid requirements and milestones necessary for academic and financial success.
* Teach students problem-solving skills that support growth toward academic and financial autonomy.
* Consult about financial considerations with faculty and staff who are supporting students.
* Provide support to staff regarding financial aid questions.
* Assist with the processing of financial aid forms.
* Assist with answering calls to the Student Services Call Center as needed.
* Maintain working knowledge of degree audits to determine if a student is making satisfactory academic progress.
* Create and deliver presentations to students, families, faculty, staff and other groups about financial aid process, financial aid regulations, and financial literacy.
* May assist with Professional Judgement determinations regarding financial aid eligibility.
* Advise students on enrollment policies and procedures.
* Perform other related work duties as assigned.
PERFORMANCE EXPECTATIONS:
* You are able and willing to provide outstanding customer service and serve as a positive representative of the department and the student services division.
* You are a self-motivated individual with excellent time-management and organizational skills.
* You express yourself clearly and effectively thorough oral and written communications with attention to audience-awareness.
* You are committed to understanding diversity within and among equity-seeking populations and work to build engagement strategies that welcome a diverse group of perspectives and values.
* You possess the ability to understand and interpret complicated financial aid situations and use your independent judgment to assist students
* You possess the ability to communicate complicated situations to individuals that do not have an understanding of the process.
* You possess a good understanding of accounting/bookkeeping procedures.
* You are able to be positive and helpful under stressful situations.
* You aspire to work with people of all backgrounds, perspectives, and experiences, as well as cultivate an environment that values differences.
The statements contained herein reflect general details as necessary to describe the essential job duties/responsibilities and performance expectations of the job, which should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned.
Position involves working in an office setting. Occasional (10-33%) standing, pushing, pulling and grasping. Frequent (34-66%) reaching and viewing a computer and other types of close visual work. Constant (67-100%) sitting, walking, repetitive motion, talking and hearing.
* Bachelor's degree
* Excellent interpersonal and communication skills
PREFERRED QUALIFICATIONS, LICENSES, CERTIFICATIONS, OR REGISTRATIONS:
* Bachelor's degree in Education, Counseling, Psychology, Sociology, Humans Services or related field
* One year of financial aid experience
* One year full time work experience in higher education
EEO/AA STATEMENT:
It is the policy of Kirkwood Community College not to discriminate in its programs, activities, or employment on the basis of race, color, national origin, sex, disability, age, sexual orientation, gender identity, creed, religion, and actual or potential family, parental or marital status. If you have questions or complaints related to compliance with this policy, please contact the Vice President, Human Resources and Institutional Effectiveness (employees) or the Vice President of Student Services (students), 6301 Kirkwood Blvd. SW, Cedar Rapids, IA 52404,************,*******************, or the Director of the Office for Civil Rights, U.S. Department of Education, Cesar E. Chavez Memorial Building, 1244 Speer Boulevard, Suite 310, Denver, CO 80204-3582, Telephone:**************FAX: **************, TDD ************ Email:*****************.
WHY KIRKWOOD:
Kirkwood Community College prides itself on fostering a diverse workforce and values unique perspectives throughout its campus community. The college is a convenient, innovative, visionary educational leader striving to remain affordable and accessible. With more than 140 majors and programs, Kirkwood boasts 16,000 annual college-credit students while maintaining one of the lowest tuitions in the state. All degree-seeking students are eligible for federal financial aid and the college offers more than $3 million in scholarships each year to students from all walks of life.
Review of applications will continue until the position is filled.
Easy ApplyManager, Program Finance & Control Analyst (Onsite)
Finance planner job in Cedar Rapids, IA
Country:
United States of America Onsite
U.S. Citizen, U.S. Person, or Immigration Status Requirements:
The ability to obtain and maintain a U.S. government issued security clearance is required. U.S. citizenship is required, as only U.S. citizens are eligible for a security clearance
Security Clearance:
DoD Clearance: Secret
Are you ready to be part of a dynamic team of financial experts at Collins Aerospace? We're on the lookout for an exceptional individual to join us in the role of Manager, Program Finance & Control Analyst (PF&C).
The PF&C Manager is an individual contributor who participates in the control of costs and schedules on projects requiring validated cost schedule control system. This position interacts with all elements of Collins Aerospace Mission Systems, including Program Management, Engineering, Finance, Contracts and Operations and is therefore an excellent position for those who want to be an integral part of a team that is directly responsible for program execution. Opportunities to interact with Collins Aerospace upper management, as well as our external customers and local government agencies are an additional benefit.
What You Will Do
Provide effective financial administrative planning and control on large/challenging development programs
Develop and maintain program Performance Measurement Baseline (PMB) for earned value / project management purposes
Establish a Contract Work Breakdown Structure (CWBS) and CWBS Dictionary
Perform analysis of program cost and schedule performance, identifying trends, and providing information to Project Leadership Team for corrective action implementation
Interaction with external customer, including the preparation, submission, and review of customer cost & schedule related data items
Incorporate regular status and ETC updates based on inputs from CAMs
Provide monthly, quarterly and yearly sales forecasting
Preparation and analysis of Estimates at Complete (EACs) and complete financial support to assigned program teams
Ensure compliance to Mission Systems EV System Description
Liaison with government and internal EV auditors
Support Program Reviews
Participate in the development of proposals
Travel up to 10% as needed
Qualifications You Must Have
Typically requires University Degree and minimum 8 years prior relevant experience or an Advanced Degree in a related field and minimum 5 years of experience
The ability to obtain and maintain a U.S. government issued secret security clearance is required after day 1. U.S. citizenship is required, as only U.S. citizens are eligible for a security clearance.
Experience with Program Controls
Experience with SAP or similar ERP
Experience with Cost Controls
Qualifications We Prefer
Experience with Microsoft Office including extensive experience in Excel
Experience with Earned Value Cost Engines/Software
Understanding of corporate Financial Planning & Analysis (FP&A)
Understanding of Continuous Improvement concepts
Proven experience presenting to large groups and leadership
What We Offer Benefits
Some of our competitive benefits packages include:
Medical, dental, and vision insurance
Three weeks of vacation for newly hired employees
Generous 401(k) plan that includes employer matching funds and separate employer retirement contribution, including a Lifetime Income Strategy option
Tuition reimbursement program
Student Loan Repayment Program
Life insurance and disability coverage
Optional coverages you can buy pet insurance, home and auto insurance, additional life and accident insurance, critical illness insurance, group legal, ID theft protection
Birth, adoption, parental leave benefits
Ovia Health, fertility, and family planning
Adoption Assistance
Autism Benefit
Employee Assistance Plan, including up to 10 free counseling sessions
Healthy You Incentives, wellness rewards program
Doctor on Demand, virtual doctor visits
Bright Horizons, child and elder care services
Teladoc Medical Experts, second opinion program
And more!
Learn More & Apply Now!
Do you want to be a part of something bigger? A team whose impact stretches across the world, and even beyond? At Collins Aerospace, our Mission Systems team helps civilian, military and government customers complete their most complex missions - whatever and wherever they may be.
Our customers depend on us for intelligent and secure communications, missionized systems for specialized aircraft and spacecraft and collaborative space solutions. By joining our team, you'll have your own critical part to play in ensuring our customers succeed today while anticipating their needs for tomorrow. Are you up for the challenge? Join our mission today.
Our customers depend on us for intelligent and secure communications, missionized systems for specialized aircraft and spacecraft and collaborative space solutions. By joining our team, you'll have your own critical part to play in ensuring our customers succeed today while anticipating their needs for tomorrow. Are you up for the challenge? Join our mission today.
When you join our finance team, you're joining a team whose impact stretches across the world, and even beyond. Our team supports 70,000 employees across the U.S. and around the globe. As a United Technologies Corp. subsidiary, we operate with our own business reporting structure, financial dashboards and earnings metrics. This reporting relationship allows finance team members to implement innovative tools for the aerospace market in a stand-alone business environment. At Collins Aerospace, you'll be not only be advancing your career, you'll be leaving your mark on the future of advanced technologies.
*Please ensure the role type (defined below) is appropriate for your needs before applying to this role.
Onsite: Employees who are working in Onsite roles will work primarily onsite. This includes all production and maintenance employees, as they are essential to the development of our products.
At Collins, the paths we pave together lead to limitless possibilities. And the bonds we form - with our customers and with each other -- propel us all higher, again and again.
Apply now and be part of the team that's redefining aerospace, every day.
As part of our commitment to maintaining a secure hiring process, candidates may be asked to attend select steps of the interview process in-person at one of our office locations, regardless of whether the role is designated as on-site, hybrid or remote.
The salary range for this role is 101,000 USD - 203,000 USD. The salary range provided is a good faith estimate representative of all experience levels. RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate's work experience, location, education/training, and key skills.Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement.Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company's performance.This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply.RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window.
RTX is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status, or any other applicable state or federal protected class. RTX provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act.
Privacy Policy and Terms:
Click on this link to read the Policy and Terms
Auto-ApplyManager, Program Finance & Control Analyst (Onsite)
Finance planner job in Cedar Rapids, IA
Country: United States of America Onsite U.S. Citizen, U.S. Person, or Immigration Status Requirements: The ability to obtain and maintain a U.S. government issued security clearance is required. U.S. citizenship is required, as only U.S. citizens are eligible for a security clearance
Security Clearance:
DoD Clearance: Secret
Are you ready to be part of a dynamic team of financial experts at Collins Aerospace? We're on the lookout for an exceptional individual to join us in the role of Manager, Program Finance & Control Analyst (PF&C).
The PF&C Manager is an individual contributor who participates in the control of costs and schedules on projects requiring validated cost schedule control system. This position interacts with all elements of Collins Aerospace Mission Systems, including Program Management, Engineering, Finance, Contracts and Operations and is therefore an excellent position for those who want to be an integral part of a team that is directly responsible for program execution. Opportunities to interact with Collins Aerospace upper management, as well as our external customers and local government agencies are an additional benefit.
What You Will Do
* Provide effective financial administrative planning and control on large/challenging development programs
* Develop and maintain program Performance Measurement Baseline (PMB) for earned value / project management purposes
* Establish a Contract Work Breakdown Structure (CWBS) and CWBS Dictionary
* Perform analysis of program cost and schedule performance, identifying trends, and providing information to Project Leadership Team for corrective action implementation
* Interaction with external customer, including the preparation, submission, and review of customer cost & schedule related data items
* Incorporate regular status and ETC updates based on inputs from CAMs
* Provide monthly, quarterly and yearly sales forecasting
* Preparation and analysis of Estimates at Complete (EACs) and complete financial support to assigned program teams
* Ensure compliance to Mission Systems EV System Description
* Liaison with government and internal EV auditors
* Support Program Reviews
* Participate in the development of proposals
* Travel up to 10% as needed
Qualifications You Must Have
* Typically requires University Degree and minimum 8 years prior relevant experience or an Advanced Degree in a related field and minimum 5 years of experience
* The ability to obtain and maintain a U.S. government issued secret security clearance is required after day 1. U.S. citizenship is required, as only U.S. citizens are eligible for a security clearance.
* Experience with Program Controls
* Experience with SAP or similar ERP
* Experience with Cost Controls
Qualifications We Prefer
* Experience with Microsoft Office including extensive experience in Excel
* Experience with Earned Value Cost Engines/Software
* Understanding of corporate Financial Planning & Analysis (FP&A)
* Understanding of Continuous Improvement concepts
* Proven experience presenting to large groups and leadership
What We Offer Benefits
Some of our competitive benefits packages include:
* Medical, dental, and vision insurance
* Three weeks of vacation for newly hired employees
* Generous 401(k) plan that includes employer matching funds and separate employer retirement contribution, including a Lifetime Income Strategy option
* Tuition reimbursement program
* Student Loan Repayment Program
* Life insurance and disability coverage
* Optional coverages you can buy pet insurance, home and auto insurance, additional life and accident insurance, critical illness insurance, group legal, ID theft protection
* Birth, adoption, parental leave benefits
* Ovia Health, fertility, and family planning
* Adoption Assistance
* Autism Benefit
* Employee Assistance Plan, including up to 10 free counseling sessions
* Healthy You Incentives, wellness rewards program
* Doctor on Demand, virtual doctor visits
* Bright Horizons, child and elder care services
* Teladoc Medical Experts, second opinion program
* And more!
Learn More & Apply Now!
Do you want to be a part of something bigger? A team whose impact stretches across the world, and even beyond? At Collins Aerospace, our Mission Systems team helps civilian, military and government customers complete their most complex missions - whatever and wherever they may be.
Our customers depend on us for intelligent and secure communications, missionized systems for specialized aircraft and spacecraft and collaborative space solutions. By joining our team, you'll have your own critical part to play in ensuring our customers succeed today while anticipating their needs for tomorrow. Are you up for the challenge? Join our mission today.
Our customers depend on us for intelligent and secure communications, missionized systems for specialized aircraft and spacecraft and collaborative space solutions. By joining our team, you'll have your own critical part to play in ensuring our customers succeed today while anticipating their needs for tomorrow. Are you up for the challenge? Join our mission today.
When you join our finance team, you're joining a team whose impact stretches across the world, and even beyond. Our team supports 70,000 employees across the U.S. and around the globe. As a United Technologies Corp. subsidiary, we operate with our own business reporting structure, financial dashboards and earnings metrics. This reporting relationship allows finance team members to implement innovative tools for the aerospace market in a stand-alone business environment. At Collins Aerospace, you'll be not only be advancing your career, you'll be leaving your mark on the future of advanced technologies.
* Please ensure the role type (defined below) is appropriate for your needs before applying to this role.
Onsite: Employees who are working in Onsite roles will work primarily onsite. This includes all production and maintenance employees, as they are essential to the development of our products.
At Collins, the paths we pave together lead to limitless possibilities. And the bonds we form - with our customers and with each other -- propel us all higher, again and again.
Apply now and be part of the team that's redefining aerospace, every day.
As part of our commitment to maintaining a secure hiring process, candidates may be asked to attend select steps of the interview process in-person at one of our office locations, regardless of whether the role is designated as on-site, hybrid or remote.
The salary range for this role is 101,000 USD - 203,000 USD. The salary range provided is a good faith estimate representative of all experience levels. RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate's work experience, location, education/training, and key skills.
Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement.
Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company's performance.
This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply.
RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window.
RTX is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status, or any other applicable state or federal protected class. RTX provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act.
Privacy Policy and Terms:
Click on this link to read the Policy and Terms
Auto-ApplyDevelopment Program - Finance & Accounting (2026)
Finance planner job in Muscatine, IA
HNI Corporation is a global family of brands for the workplace and home dedicated to enhancing the spaces where we live, work, and gather. We pride ourselves on fostering an environment where we make a positive impact on others, upholding our beliefs in integrity, inclusion and belonging.
What We Need:
We are looking for Financial Analysts to join our Finance and Accounting Early Career Development Program (ECDP). New hires will start in January or June 2026!
What You Will Do:
In the Finance and Accounting Early Career Development Program, you will be a part of a talented team of financial professionals helping to drive strategic initiatives with the use of analytics to achieve insights for business decision making.
New members can expect three to four assignments within the first eighteen to twenty-four months gaining valuable core knowledge and experience. Members will find a broad range of growth opportunities across HNI and its operating companies which may include those throughout the United States as available.
Perks of the Finance and Accounting ECDP include high visibility to leadership, networking opportunities through Lunch and Learns, and skills training!
Finance and Accounting ECDP members may work in Corporate, Operating Company, or Corporate Financial Services functions including, but not limited to:
* General and consolidation accounting
* Sales and operations
* Data management
* Integrating external and internal data sets to utilize in analytical projects.
* Corporate financial services such as payroll and accounts payable
* Business and competitor analysis
* Planning and budgeting
* Management reporting
* Plant and cost accounting
* Risk Management
* Internal Audit
What You Have:
* Prospective candidates are required to hold a BA or MA in Accounting, Finance, or Business Administration with an emphasis in Accounting/Finance, prior to their start date. Those with a Business Analytics degree may also apply.
* Minimum 2.8 GPA
* Preference will be given to applicants with relevant work experience, internships, or involvement in related activities such as tutoring or business fraternities.
What You're Good At:
* Possesses strong computer skills
* Proficient in Microsoft Office and Excel; familiarity with Power BI is a plus
* Excellent verbal and written communication abilities
* Effective collaborator with team members
* Proactive and driven, exhibiting a strong sense of initiative. A leader among peers.
We are not accepting any candidates that require company sponsorship to legally work in the United States.
HNI Corporation (NYSE: HNI) is a manufacturer of workplace furnishings and building products, operating under two segments. The workplace furnishings segment is a leading global designer and provider of commercial furnishings, going to market under multiple unique brands. The residential building products segment is the nation's leading manufacturer and marketer of hearth products.
We offer Benefits on Day 1, including a new voluntary benefit, Daily Pay! To learn about all the benefits HNI has to offer visit ********************
We also invite you to visit us at *************** to learn more!
Auto-ApplyIntermediate Financial Analyst - Retirement
Finance planner job in Cedar Rapids, IA
Job Family Finance - General About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
Who We Are
We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.
We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
What We Do
Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.
Summary
Performs accounting, financial reporting and analysis functions. Responsible for applying financial analysis knowledge and judgment to activities that are moderately complex.
Responsibilities:
* Performs professional financial analysis work, which involves: extracting financial data from various accounting and information systems, compilation, consolidation and appropriate analysis of financial data.
* Understands the flow of information, financial systems, appropriate reporting tools and uses that knowledge to troubleshoot problems.
* Analyzes financial data and brings issues to the attention of the appropriate person.
* Develops financial reports/models for forecasting, trending and results analysis across multiple accounting frameworks.
* Determines appropriate methodology to prepare information for use by others.
* Perform financial analysis over financial results relative to peers and benchmarking studies.
* Participates in monthly management reporting processes to ensure accuracy of financial messaging of business performance relative to budget and strategic objectives.
* Interprets financial transactions and events for users who must make economic or business decisions.
* Identifies, participates and contributes ideas for success in relation to assigned work, projects or other process enhancements.
* Effectively applies fundamental concepts; works on assignments of moderate scope and complexity, with limited oversight; makes recommendations for changes to procedures, and performs varied work, requiring some originality or ingenuity.
* Responsible for adherence to the company's framework of internal controls.
Qualifications:
* Bachelor's degree in Accounting or Finance and/or equivalent work experience.
* Minimum 3 years of experience, with degree.
* Advanced Excel & PowerPoint skills.
Preferred Qualifications:
* Working knowledge of financial area preferred (for example, investments, insurance products, premium).
* Ability to effectively communicate orally and in writing, ability to handle multiple projects, customer service approach, willingness to take on new projects, analytical.
* Work effectively individually and within a team; organizational and prioritization skills.
Working Conditions:
* Hybrid (Tuesday - Thursday)
* Fast-paced, deadline-driven office environment.
* Occasional travel.
The Salary for this position generally ranges between $62,500 - $74,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion.
This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.
What We Offer
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits
* Competitive Pay
* Bonus for Eligible Employees
Benefits Package
* Pension Plan
* 401k Match
* Employee Stock Purchase Plan
* Tuition Reimbursement
* Disability Insurance
* Medical Insurance
* Dental Insurance
* Vision Insurance
* Employee Discounts
* Career Training & Development Opportunities
Health and Work/Life Balance Benefits
* Paid Time Off starting at 160 hours annually for employees in their first year of service.
* Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
* Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
* Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
* Adoption Assistance
* Employee Assistance Program
* College Coach Program
* Back-Up Care Program
* PTO for Volunteer Hours
* Employee Matching Gifts Program
* Employee Resource Groups
* Inclusion and Diversity Programs
* Employee Recognition Program
* Referral Bonus Programs
Inclusion & Diversity
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
Giving Back
We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
Transamerica's Parent Company
Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
* As of December 31, 2023
Auto-ApplyFinancial Analyst (On-Site)
Finance planner job in Muscatine, IA
Looking to join a U.S. Best Managed Company? KENT Worldwide™ has an exciting opportunity to join our team as a Financial Analyst.
This role is a key contributor within our Finance team, responsible for delivering insightful reporting and analysis, supporting budgeting and forecasting processes, and helping drive data-informed decision-making across the organization. As part of KENT Worldwide™, you'll be joining a company committed to innovation, sustainability, and quality, feeding progress in the markets we serve.
This position is designed and intended to be performed in Muscatine, IA
PRIMARY DUTIES & RESPONSIBILITIES:
Report and analyze monthly financial performance with focus on Gross Profit & EBITDA
Analyze product line margins and profitability to determine optimum product mix
Compare and analyze actual results with budget and forecasts
Perform financial budgeting, forecasting, and operational metrics tracking
Develop and enhance BI reporting
Analyze and initiate KPIs for the business
Prepare content for ongoing leadership reviews
Support process changes/improvements, system implementations
Perform variance analysis, identify trends, and make recommendations for improvements
Lead cross functional projects
Assist with monthly journal entry and financial close process, as needed
Support senior leadership and complete special projects as needed
EDUCATION, EXPERIENCE AND/OR QUALIFICATIONS:
BA/BS in Finance, Accounting or other related field
MBA preferred
Minimum of 4-6 years of experience performing a similar role
Strong financial acumen & analytical skills
Results oriented, with strong initiative, and ability to work independently
Excellent communication skills with ability to convey complex financial concepts to non-financial stakeholders
Strong Excel, PivotTable, Data visualization/PowerPoint and Power BI skills
TRAVEL:
Occasional travel for plant visits, meetings, company events as well as participating in physical inventories. Up to 10%
Intermediate Financial Analyst
Finance planner job in Cedar Rapids, IA
Job Family
Finance - General
About Us
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
Who We Are
We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.
We're
What We Do
Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.
Summary
Performs accounting, financial reporting and analysis functions. Responsible for applying financial analysis knowledge and judgment to activities that are moderately complex.
Responsibilities
Performs professional financial analysis work, which involves: extracting financial data from various accounting and information systems, compilation, consolidation and appropriate analysis of financial data.
Analyzes financial data and brings issues to the attention of the appropriate person.
Determines appropriate methodology to prepare information for use by others.
Participates in monthly accounting processes to ensure accuracy and completeness of financial records by preparing journal entries and performing general ledger reconciliations
Interprets financial transactions and events for users who must make economic or business decisions.
Identifies, participates and contributes ideas for success in relation to assigned work, projects or other process enhancements.
Develops financial reports/models for forecasting, trending and results analysis.
Supports client reporting needs including client performance and compensation.
Understands the flow of information, financial systems, appropriate reporting tools and uses that knowledge to troubleshoot problems.
Effectively applies fundamental concepts; works on assignments of moderate scope and complexity, with limited oversight; makes recommendations for changes to procedures, and performs varied work, requiring some originality or ingenuity.
Responsible for adherence to the company's framework of internal controls.
Qualifications
Bachelor's degree in Accounting or Finance and/or equivalent work experience.
Minimum 3 years of experience, with degree.
Advanced computer skills.
Preferred Qualifications
Working knowledge of financial area preferred (for example, investments, insurance products, premium).
Ability to effectively communicate orally and in writing, ability to handle multiple projects, customer service approach, willingness to take on new projects, analytical.
Work effectively individually and within a team; organizational and prioritization skills.
Working Conditions
Hybrid (Tuesday - Thursday)
Fast- paced deadline- driven office environment.
Occasional Travel
The Salary for this position generally ranges between $62,500 - $75,000 annually.
Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including
qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion.
This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.
What We Offer
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits
Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
College Coach Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs
Inclusion & Diversity
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
Giving Back
We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
Transamerica's Parent Company
Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
* As of December 31, 2023
Auto-ApplyUS Experienced Financial Advisor
Finance planner job in Cedar Rapids, IA
**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.
Business Banking Relationship Analyst
Finance planner job in Cedar Rapids, IA
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
Business Banking Relationship Analysts partner with assigned Relationship Manager(s) to successfully manage Business Banking relationships and the loan portfolio. Contributes to the profitability and growth of Business Banking by retaining and expanding relationships with existing clients. Responsibilities may include analyzing financial data and preparing comprehensive written analysis, managing credit quality within the team's credit portfolio, providing guidance to customers, identifying and successfully capitalizing on opportunities to deepen and expand existing relationships, managing credit risk, and responding to prospect or customer credit questions.
**Basic Qualifications**
- Bachelor's degree, or equivalent work experience
- Three to five years of Business Banking experience
**Preferred Skills/Experience**
- Well-developed analytical and problem-solving skills
- Basic knowledge of bank products and services that results in successfully capitalizing on all opportunities to deepen the relationship
- Basic knowledge of credit administration, analysis, and credit policy/procedure
- Demonstrated understanding of advanced financial accounting and analysis
- Ability to work effectively with individuals and groups across the company to manage customer relationships
- Effective verbal and written communication skills
**The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.**
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $86,360.00 - $101,600.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**
Experienced Financial Advisor
Finance planner job in Hiawatha, IA
Job Description
Are you an experienced professional in the financial services field? Do you consider yourself to have excellent sales experience, an entrepreneurial mindset and be a great “people person?” If so, you've landed on the perfect career opportunity for you at New York Life.
Whether you are looking for a change or seeking to align with a company that offers superb resources, training, benefits and room for growth, you can take your career to the next level in this position with us at the New York Life Iowa general office.
This career position includes:
Running a client-based practice of your own with the backing and support of a Fortune 100 company.
Providing clients with long-term financial strategies to help achieve their financial goals through products in life insurance, investments+, annuities and mutual funds+.
Understanding the needs and financial concerns of clients as well as educating clients on how to prepare for their future financially if an unfortunate life circumstance occurs.
Promoting customized ways for clients to achieve their long-term financial goals.
Cultivating quality relationships with clients to establish opportunities to help their family members pursue financial security.
Networking and prospecting new clients to maximize your client-based practice.
Qualities New York Life looks for include:
Direct experience in the financial services business (securities licenses required).
Sales experience.
Entrepreneurial mindset with desire for continuous learning.
Strong communication skills - excellent listening skills and ability to explain complex information in a simple and concise manner both verbally and on paper.
Strong business acumen and professional business demeanor.
Eagerness to network, ability to develop relationships and sincere desire to help others.
Desire to engage your community and leverage personal networks/contacts.
It's your career and you deserve control of your growth.
New York Life helps set you up in every way to have a successful career but you're in control. As a financial professional, your ambition, your sales, and your attitude determine your income. As well as the opportunity for growth within the company's career paths. At New York Life, you receive the benefits of:
Ongoing access to local managers, team member collaboration and being paired with a seasoned agent for mentorship.
Full-time trainers who are extremely proficient in teaching the information and skills needed to lead you to career success both financially and in growth within the company.
Support from corporate development managers and product consultants to assist you.
Access to state-of-the-art marketing support.
Compensation:
Commission-based compensation dependent on agent sales performance. The more you sell, the more you get. Agent compensation is not guaranteed. Average range is from $90,000 - $150,000 for the first year. Benefits include medical, dental, vision, a 401(k) and pension.
Please note: We, unfortunately, can only accept applicants who are either a U.S. Citizens or reside within the United States. And live in the state of Iowa.
About New York Life:
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success for our clients.
Financial Advisor
Finance planner job in Coralville, IA
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
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Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
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