Finance planner entry level jobs

Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team. Essential Duties and Responsibilities Become trained and skilled to effectively and efficiently perform the Financial Advisor role: If hired as a team candidate, the team will provide the specific goals and expectations. Meets production targets that impact overall company revenue goals. Develops a book of business consistent with AMP program goals for assets under management and required production. Provides a high level of client service. Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital. Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty. Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches. Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences. Seeks expertise of internal resources to identify investment opportunities and solutions for clients. Opens, transfers, and closes customer accounts. Maintains appropriate account records while monitoring the customer's portfolio. Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments. Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions. Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards. Stays abreast of investment products, industry rules and regulations, and financial planning. Performs other duties and responsibilities as assigned. Knowledge of Economic and accounting principles and practices. Financial markets, banking, and financial data analysis and reporting. Basic principles and methods for showing, promoting, and selling products or services. Firm's working structure, policies, mission, strategies, and compliance guidelines. Skill in Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases. Identifying the needs of customers through effective questioning and listening techniques. Ability to Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice. Continuously learn investment products, industry rules and regulations, and financial planning. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels. Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions. Establish and maintain effective working relationships with clients and colleagues. Persevere, handle rejection and show resilience during the prospecting and networking process. Network in the community and effectively market him or herself and Raymond James. Demonstrate persistence in the face of obstacles. Accept criticism and deal calmly and effectively in high stress situations. Education/Previous Experience Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses/Certifications SIE required provided that an exemption or grandfathering cannot be applied or ability to obtain within four (4) months from the start of the program. Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program. Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program. Education Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance, High School (HS) (Required) Work Experience General Experience - 7 to 12 months Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-AC1

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor. The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA's demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role. During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. We'll help you * Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. * Get training and one-on-one coaching from Academy managers who are invested in your success. * Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. * Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. * Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. * Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities. * Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs. As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to * Unlimited potential for financial growth. * A strong referral base from across the business through our relationship with one in every two households. * Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education. * Robust marketing support to reach wider audiences with greater appeal. * Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes. * Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors. We're a culture that * Believes in responsible growth and has a proven dedication to supporting the communities we serve. * Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. * Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world. * Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. Required Qualifications: * Displays confidence working in a sales role * Builds strong client relationships through effective communication and collaboration * Displays a proactive mindset and effective time management * Demonstrates a results-driven mindset and prioritizes client interests * Identifies appropriate client solutions through application of learnings and new information * Applies relevant regulatory due diligence in daily activities and creating long-term client strategies Desired Qualifications: * Bachelor's degree and/or a minimum of one year of financial services industry or sales experience * Learns and adapts to new technology or applications * Executes multiple tasks simultaneously This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Shift: 1st shift (United States of America) Hours Per Week: 40

- Provide financial guidance and advice to clients based on their individual needs and goals - Develop and maintain relationships with clients to understand their financial situation and objectives - Analyze financial information to determine suitable investment strategies and products - Assist clients in managing their financial portfolios and making informed investment decisions - Stay up-to-date on market trends, economic conditions, and regulatory changes that may impact clients' financial plans - Conduct regular reviews of clients' portfolios to ensure alignment with their goals and make adjustments as necessary - Participate in ongoing education and training program Experience - Previous experience in a financial services role preferred - Excellent communication skills, both verbal and written, to explain complex financial concepts to clients - Experience in retail sales or customer service is a plus The ideal candidate for this position will have excellent interpersonal and communication skills, have a passion for educating and helping others, and want to learn and grow professionally. We are looking for US citizens, who are willing to get licensed, who are professional and eager to build something for themselves and their clients. This position is commission based. If you are a motivated individual with a passion for finance and helping others achieve their financial goals, we would love to hear from you. Join our team as a Financial Professional and make a positive impact on the lives of our clients.

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. The Wealth Advisor will serve as the primary point of contact with the Wealth client. The Wealth Advisor is responsible for maintaining existing Wealth relationships and developing new client relationships. Key responsibilities include developing a deep knowledge of the client's entire financial and family situation in order to structure a goals-based investment management strategy and financial plan. Essential Functions/Responsibilities: · Serves as client's primary point of contact. Delivers on Client Service Standards to maximize client satisfaction and drive retention and acquisition · Generates sales leads through cross-function collaboration, centers of influence and personal contacts · Develops perspective on clients by gathering personal data and information on financial situation, goals, objectives and risk · Selects specific FFB asset allocation strategies according to client goals and risk tolerances. Implements FFB asset allocation strategies for new and incremental assets within client accounts · Coordinates unique portfolio requirements or client situations with FFB Investment Committee · Delivers annual investment reviews to clients. Communicates updates to FFB portfolio strategies to clients and prospects · Utilization of financial planning to drive client retention and acquisition · Serves on the FFB Investment Committee as client advocate and strategy consultant · Completes regulator investment review requirements for assigned client accounts and adheres to other departmental compliance guidelines Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job: · Seven (7) years of successful investment and/or portfolio management experience; experience working with clients with complex investment management and financial planning needs · Relationship management experience with clients is required · Knowledge of investment solutions, risk management, asset allocation and program design · Demonstrated knowledge and use of financial planning software Preferred Knowledge and Skills: · Business development experience is a plus · Strong communication and presentation skills; able to effectively articulate investment management and financial planning options to clients · Experience in banking or financial services is preferred · Bachelor's degree in Business or other related field of study · CFA/CFP is preferred · Demonstrated commitment to professional development · Demonstrated knowledge of industry practices and regulations Level of Complexity and Scope: · Degree of Independence and Decision-Making: · Required Supervisory Responsibilities: · N/A Physical Requirements: · Occasionally lifts and carries up to 20 lbs · Frequently lifts and carries up to 10 lbs · Frequently sits, stands and drives Compliance Statement: The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements. Benefits We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide. Incentive Eligibility All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions. It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law. We are an E-Verify Employer.

Our well established, high performing team is currently looking for a Support Advisor. This position provides support to Endeavor Financial Group's existing client base. This is an incredible opportunity for the right person to grow both professionally and financially. Become a key player on our value driven team. If you are a self-starter, high-energy, focused, and hardworking individual we want to speak to you! You will play a critical role in our client experience, so an out-going and service-oriented mindset is a must. Team Sponsored Launch provides stability of income while you work closely with our team receiving mentorship, coaching, training, and support. The Team Sponsored Launch program provides support from three months to three years. At the end of the program, you will become a commission only Financial Professional working alongside Endeavor Financial Group. Responsibilities: • Learn and understand the entire operation of Endeavor Financial Group • Participate in Joint Fieldwork with the advisors of Endeavor Financial Group to build expertise and learn best-practices within the industry • Meet with new and existing clients to build a book of business and grow relationships • Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients/contracts • Position products, services, and strategies to help clients gain financial clarity • Build proficiency in common advice tools and platforms like Salesforce, Money Guide Pro, What-If Tax, etc. • Participate in events to attract new clients and provide financial education to the local community • Finalize, submit, and track all client paperwork for account and application changes • Collaborate with Lead Advisor on complex scenarios • Schedule, prep, and document all your client meetings *Additional responsibilities may be assigned in accordance with business needs Characteristics: Our culture and people are special. We're looking for people who are-or want to become-part of the communities where our clients live, work and worship. You could be a successful addition to our team if you are: • Self-motivated, independent, and driven to succeed with a strong growth mindset, yet collaborative and a team player • Motivated by helping others and relationship-oriented • A natural coach or guide with strong interpersonal skills • Passionate about living a life of generosity by serving others, not just selling products Compensation: $50,000 - $80,000 plus the opportunity for commissions Position Requirements: • Securities registration required- SIE, Series 7 and 66 (or 7, 63 & 65) • Life, Health, and Annuities registration required • Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn • Ability to maintain integrity of sensitive/confidential information As part of Thrivent's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records. All persons with securities registrations are subject to TIMI's Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI. 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. 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.

Program Start: JULY 13, 2026 Launching in July 2026, this intensive two-year program is designed to develop future client-facing professionals in Commercial Banking. Participants begin their journey with KeyBank's Enterprise Analyst Training, followed by specialized Commercial Bank training and an intensive nine-month credit training experience based in Cleveland, OH. Upon successful completion of training, analysts will relocate to New York City, where they are immersed in relationship strategy, credit structuring, and client engagement. Through hands-on learning, mentorship, and real-world impact, analysts build the foundation for a high-growth career in commercial banking. What does our Enterprise Analyst Program offer? KeyBank's Enterprise Analyst Program is a multi-week training program that facilitates the transition from college to a full-time career at Key. The program provides opportunities to learn about Key's business and strategic pillars, learn about Key's industry-leading employee benefits, engage in exciting networking events with Analysts across various teams, hear from members of the Executive Leadership Team, and receive relevant training ahead of starting in a full-time role. At the conclusion of the multi-week training program, Analysts will enter their Line of Business and begin working with their respective teams within a rotational program within a specific segment or full-time role. Continued development beyond the program is provided through mentorship opportunities with teammates across various levels of the organization that will provide an environment for shared learning and advice, encourage professional development, and assist in the development of career aspirations and goals. Commercial Banking Commercial at Key offers a comprehensive suite of financial solutions tailored to support the growth, liquidity, and risk management needs of middle market and institutional clients. What differentiates us from competitors is our ability to seamlessly deliver comprehensive industry expertise, unique insight and capital markets solutions. This includes services such as lending, commercial payments (treasury), and advisory support. As a core component of Key's strategic priorities, the Commercial Bank plays a vital role in driving client success and contributing to the company's overall performance. About the Commercial Bank Rotational Analyst Program Within the 2-year program, analysts build transferable skillsets that will set the foundation for a career in client-relationship management. This foundation offers a holistic view of the Commercial Bank's value proposition and provides analysts with an upward career trajectory within the Commercial Bank and at Key. In addition to the diversity of experience, you will be exposed to strategic thinking, asked to problem-solve continuously, and expected to build a network of highly motivated peers. Finally, you will be joining a culture that is high-energy and entrepreneurial. Analysts work with diverse talent from a peer to the Senior Management level. Project ownership in a flat organizational structure enables analysts to add incredible value while working alongside payments industry experts. Business Development Track & Banker Cohort Experience The Business Development track is designed for individuals who aspire to build a client-facing career within Commercial Banking. Analysts in the Banker Cohort begin their journey with a rigorous nine-month credit training program based in Cleveland, OH. This immersive experience builds foundational expertise in credit underwriting, financial statement analysis, and credit risk assessment, while also introducing analysts to the full credit approval process. Upon successful completion of training, analysts will relocate to the New York City market -where they will integrate with the local Commercial Banking team. Analysts will work alongside Relationship Managers to support both prospecting new business opportunities and deepening existing client relationships. Responsibilities include preparing client pitch materials, conducting industry and market research, contributing to relationship strategy and portfolio management, and supporting overall needs of the business. This cohort is designed to develop well-rounded bankers who understand the full lifecycle of client engagement-from initial outreach and credit structuring to long-term relationship management and growth. Qualifications Must obtain a four-year degree or graduate level degree by May 2026 with focused coursework in Finance, Economics, Accounting, Data Sciences, Business Analytics, Information Systems, Mathematics Willingness to relocate based on business need A high degree of adaptability and intellectual curiosity Desire to pursue a client-facing career Solid understanding of financial principles Ability to problem-solve and think strategically Strong verbal and written communication skills Focus on teamwork and collaboration Strong work ethic Professional conduct Positive attitude Desire to develop personally and professionally Minimum of 3.3 undergraduate GPA preferred Prior experience within the field preferred KeyBank's Internship and Analyst positions are not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $51,000.00 - $78,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance. Please note: While a base pay range is referenced above, this position is compensated at a fixed rate of $75,000 annually and is eligible to receive a $5,000 sign-on bonus. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 01/03/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote

Job Vacancy: Financial Sales Representative Company Name: Team Unstoppable Job Type: Full-time Salary Range: Commission-based Terms: No prior experience is required, training will be provided. Specific Terms: Excellent communication and interpersonal skills Ability to learn and follow scripts and sales procedures Must be a resident of the Cincinnati, Ohio area. Knowledgeable in insurance products, financial planning, and investment strategies Comfortable with making outbound sales calls and conducting virtual appointments Willingness to continuously learn and adapt to changes in the industry Must Obtain a Life Insurance License, training provided Team Unstoppable, a leading financial services company, is seeking an Insurance Agent/Financial Adviser to join our team in West Chester, Ohio. As an Insurance Agent/Financial Adviser, you will be responsible for providing financial guidance and insurance solutions to help clients achieve their financial goals. In this role, you will work with a diverse client base and build lasting relationships. You will also have access to a wide range of resources and support to help you succeed, including ongoing training and development programs. To be successful in this position, you should have excellent communication and interpersonal skills, and the ability to learn and follow scripts and sales procedures. Additionally, you should be knowledgeable in insurance products, financial planning, and investment strategies, and comfortable with making outbound sales calls and conducting in-person appointments. If you are a life insurance sales professional, a veteran, have experience in sales, marketing, or finance, or just love working with people, apply today. If you want a unique and rewarding opportunity to work remotely with a winning team, apply now with Team Unstoppable. We look forward to hearing from you!

Overview The Private Credit internship will be a project-oriented experience. The intern will be assigned various projects during their internship, including analysis, investment research, and data retention / management. These assignments will provide the opportunity to broaden knowledge of the Private Credit business and to demonstrate quantitative reasoning skills. The associate will have the chance to work and collaborate with successful investment professionals with visibility of senior management. Responsibilities What you will do: Collaborate with investment professionals to understand best investment practices. Review prior recommendations and understand investment practices. Attend investment committee meetings to understand committee member focus. Prepare reports and recommendations relative to private credit investments. Research relevant industries and companies for future private credit investments. Build financial models, assist in preparing opportunity memos. Perform financial analyses for new and existing private credit investments. Maintain CRM database of prospects and referral sources. Performs other duties as assigned. Complies with all policies and standards. Qualifications Enrolled in a University with a degree or focus in Real Estate investment. Secondary focus in marketing would be a plus. Cumulative GPA of at least 3.2 out of a 4.0; 3.5+ preferred. - Preferred General knowledge of the functions of accounting, finance, and investments, the underlying body of concepts that constitute the real estate investment management industry and the application of those concepts. - Required Second or third-year Business/Finance Student, or MBA student. Completion of one or more investment courses. Willingness to complete education and development through business and/or finance/analysis courses. Demonstrated successful experience in problem-solving situations. Possesses and displays excellent verbal and written communication skills. Demonstrated ability to coordinate multiple projects simultaneously and complete assigned tasks accurately and on a timely basis. Ability and desire to cultivate / acquire a unique combination of marketing, financial analysis, interpersonal, customer service, communication and negotiation skills. Proficient with Microsoft Word, Excel and PowerPoint software, including advanced functions. Working knowledge and experience in Argus preferred. Work Setting/Position Demands: Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings. Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis. Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned. Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis. Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions Performs substantial movement of wrists, hands, and fingers for continuous computer work. Extended hours required during peak workloads or special projects/events. Travel Requirements: None We can recommend jobs specifically for you! Click here to get started.

Title Budget Analyst - Correctional Education Job Description The Budget Analyst is responsible for financial reporting, budgeting, budget to actual analysis, forecasting, contribution margin analysis, and various other analysis to align with unit(s) and University goals and ensuring the optimization of resources, fiscal responsibility, long-term financial health and sustainability, and compliance with university policies and procedures. Essential Duties and Responsibilities: Correctional Education (75%): * Assist in the development, management, and monitoring of the annual operating and capital budget including delivery of timely and accurate reporting of actual results to the budget. * Maintain consistent monthly and other routine periodic reporting to monitor financial performance and provide variance analysis compared to budget, prior year and trend data and clearly represent issues and solutions to the head of the correctional education unit, Assistant Controller, Assistant Vice President/Controller, and Vice President and Chief Financial Officer. * Develop forecasts and scenario/what if models based on various assumptions and data points and analyze, interpret and report/present the models and data. * Develop contribution margin analysis by locations and departments/units. * Monitor and approve procurement and expenditure spend and ensure compliance with budgetary constraints. * Collaborate with executive leadership to optimize Correctional Education Scholarship funds to support incarcerated and re-entry students. * Review and approve students supported by State of Ohio funding and other funding sources and create required invoices. * Maintain compliance with university, federal, and state policies and regulations and recommend new and revised policies and procedures as appropriate. * Steward and maintain relationships with vendors, suppliers, and other partners. * Maintain confidentiality of all university and employee information. Professional Learning (25%): * Invoice organizations and districts that are paying for their teacher's professional development graduate workshops. * Facilitate communication and resolution when there are payment issues, processing payment issues, aged debt collection, tax form questions, and reconciling from Elevate. * Manage reconciling PD registration reporting between Elevate and Self-Service. * Manage reports from each center on revenue, number of registrations, number of workshops with registrations each month. * Develop forecasts and scenario/what if models based on various assumptions and data points and analyze, interpret and report/present the models and data. * Develop contribution margin analysis by locations and departments/units. * Provide training and support for Elevate to Directors and Administrative Assistants. Additional Duties and Responsibilities: * Maintain and monitor key internal controls and best practices. * Supervise and/or perform various account reconciliations. * Serve on various strategic and operational committees, taskforces, and working groups, * Other related duties as assigned. Required Qualifications * Bachelor's degree from an accredited college or university. * Three (3) to five (5) years business management or relevant role including managing budgets, forecasting, data analytics and its processes. * Proficient with the Microsoft Office Suite software. * Working knowledge of generally accepted accounting principles. * Ability to manage multiple assignments and projects, meet deadlines, use sound judgment, and interpret local, state, and federal laws, rules and regulations through self-directed professional readings and attending professional development training. * Interpersonal skills. * Effective organization, planning and time-management, and presentation skills. * Results-oriented and metrics-driven leader. * Organizational and management skills with attention to detail. * Ability to master University finance software and excellent knowledge of MS office, databases, and information systems. * Ability to make professional decisions in a fast-paced environment. * High degree of diplomacy and tact with internal and external stakeholders. Preferred Qualifications * Bachelor's degree in in business management, economics, accounting, finance, operations, or a related area or related experience. Master of Business Administration, Certified Public Accountant or Certified Management Accountant. * Higher Education industry experience. * Working knowledge of Ellucian Colleague enterprise resource planning system. * Working knowledge of budgeting and forecasting software such as BudgetPak, Prophix, and Axiom. Physical Demands * This position operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. * The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to fingers, handle or feel; and reach with hands and arms. This position requires the ability to occasionally lift office products and supplies, up to 25 pounds. * This is a full-time position, and hours of work and days are Monday through Friday, 8:00 a.m. to 5:00 p.m. * From time to time working hours may be modified and exceed the standard work week. The position may require occasional travel. Anticipated Start Date of New Hire 12/01/2025 Anticipated Number of Hours Working per Week 40 Shift Required? First Job Duties Posting Detail Information Posting Number S1024P Number of Vacancies 1 Desired Start Date 12/01/2025 Job Open Date 10/20/2025 Job Close Date Open Until Filled Yes Special Instructions to Applicants Quick Link for Internal Postings **************************************

The Financial Advisor represents WesBanco Securities in an assigned branch-based territory and is responsible for securities production goals in those assigned branches. In this position you will be responsible for providing investment counseling to bank and non-bank clients and offering products that include, but are not limited to mutual funds, annuities, and fee-based accounts. You will also work with and coach licensed bankers in your market with respect to their investment sales activity. You will also work with other business partners as you identify opportunities for their products and services such as trust or insurance services and other products under the supervision of WesBanco Wealth Management. The advisor must possess strong interpersonal skills and have the ability to work with bank partners at all levels of the company. The ability to be proactive and generate business is essential, in addition to cultivating relationships with branch employees and partners. ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Prospect clients to establish business relationships. Profile clients and recommend suitable investment and insurance solutions. Provide a great client experience to all clients and prospects. Open investment and insurance accounts. Manage and monitor customer service requests, transfers, exchanges and/or any transactions processed on behalf of the clients. Participate in seminars, branch training and community events in support of WesBanco Securities. Support retail and other divisions in cross referring clients for bank offered services. Coach and train Senior and Licensed Personal Bankers and branch employees. OTHER REQUIREMENTS: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Willingness to provide a level of service which will clearly differentiate us from our competitors. Must possess proven sales skills, be proactive and generate opportunities. Ability to perform general clerical duties and operate various departmental equipment. Proficiency using Microsoft Office products (Word, Excel, Outlook and Powerpoint). Ability to learn various software systems to accomplish work responsibilities. Investment Sales in a banking environment is highly regulated and the advisor is expected to acquire and maintain a proficiency in the Bank's and FINRA (Financial Industry Regulatory Authority) policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. The advisor will also be expected to complete all assigned compliance training in a timely manner. Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers. Ability to analyze, comprehend and act in accordance with various regulatory entities. Ability to interact professionally with Bank business partners and customers. Must possess strong organizational and planning skills. Ability to maintain confidentiality. Must be self-motivated. Ability to handle travel to assigned offices. Bachelor's Degree preferred. State Life & Health insurance licenses and FINRA SIE, Series 7 and 66 (or 63 and 65) required. Knowledge of core investment products including fixed and variable annuities and mutual funds. Must have fundamental understanding of Bank services and operations. Market (investment) knowledge. Experience in investment sales or related fields. Experience coaching, mentoring, and developing others preferred. Ability to provide input for performance evaluations.

Job ID 253108 Posted 18-Dec-2025 Service line GWS Segment Role type Full-time Areas of Interest Accounting/Finance, Administrative, Customer Service, Data & Analytics Finance Analyst - Temporary - Remote USA **About the Role:** As a CBRE Finance Analyst, you will apply basic cash and accrual accounting fundamentals to prepare, evaluate, maintain, and deliver complete and accurate financial reports for a portfolio of clients and properties. This job is part of the Financial Strategy and Operations job function. They are responsible for maintaining accounting, financial, and reporting policies and controls. **What You'll Do:** + Complete accounting transactions in preparation of client financial statement packages. + Create and post journal entries and ensure that all expenses, receipts, owner's distributions, funding requests, and other transactions for the accounting period have been accurately posted. + Use aggregate data from multiple sources to generate reports. + Generate financial packages for accuracy and comprehensive reporting. + Review the accuracy of information provided and respond to requests from management and vendors. + Understand and work with scenario planning (exit/maintain/grow) tools/models, while analyzing trends in general business conditions. + Respond to and resolve issues and requests from management teams and clients regarding various accounting issues and reports. + Research open accounting issues and recognize potential issues and conflicts so corrective action can intercept and minimize issues. + Use existing procedures to solve standard problems. + Have some knowledge of standard principles with limited practice experience in applying them. + Lead by example and model behaviors that are consistent with CBRE RISE values. + Impact the quality of own work. + Work within standardized procedures and practices to achieve objectives and meet deadlines. + Exchange straightforward information, ask questions, and check for understanding. **What You'll Need:** + Bachelor's Degree preferred with up to 3 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered. + Ability to use existing procedures to solve standard problems. + Experience with analyzing information and standard practices to make judgments. + In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, PeopleSoft, SmartSheet, etc. + Organizational skills with a strong inquisitive mindset. + Intermediate math skills. Ability to calculate difficult figures such as percentages, fractions, and other financial-related calculations. **CBRE Employee Benefits** + **Comprehensive medical, dental, vision** + **Disability benefit program** + **401k company matching** + **Paid time off and holidays** + **Company paid life insurance** + **Pet insurance** + **Paid parental leave** **Why CBRE?** **We invest in our employees' development. The core of our strategy is the view that development happens through three key activities: on-the-job learning, coaching and formal training. We provide employees with resources that support them in developing skills to enhance performance in their current role as well as for future roles.** CBRE carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum salary for the position is $63,000 annually and the maximum salary for the is $65,000 annually. The compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. Successful candidates may also be eligible for a discretionary bonus based on CBRE's applicable benefit program. The application window is anticipated to close on December 22, 2025 and may be extended as needed. To express interest in similar roles, visit CBRE.com/careers. **Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law. **Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at *************** (U.S.) and *************** (Canada). CBRE GWS CBRE Global Workplace Solutions (GWS) works with clients to make real estate a meaningful contributor to organizational productivity and performance. Our account management model is at the heart of our client-centric approach to delivering integrated real estate solutions. Each client is entrusted with a dedicated leader and is supported by regional and global resources, leveraging the industry's most robust platform. CBRE GWS delivers consistent, measurably superior outcomes for our clients at every stage of the lifecycle, and across industries and geographies. Find out more (******************************************************************************* CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)

JOB RESPONSIBILITIES * External Funding- Provide support for activities associated with external funded projects, including development and maintenance of grant budgets and expense tracking. Interact with various program managers and principal investigators, as well as outside funding agencies, to achieve maximum reimbursement of program costs, and successfully satisfy reporting requirements of outside funding agencies. * Procurement and Operations- Coordinate purchasing activities, supporting acquisition and allocation of resources. Participate in space planning. Provide support for business processes to ensure effective and efficient operations. Identify opportunities for improving processes. Resolve issues directly or in consultation with Director. Initiate departmental financial transactions with approval. * Systems and Technology- Ensure accuracy of data recording and tracking in applicable clinical, human resource, financial and supply chain systems as delegated. Ensure reporting meets division/department decision making needs. Project Support - Provide support for completion of projects and business plans, including research, data collection and analysis. Summarize recommendations and conclusions. Academic/Faculty - Provide support for the management of academic/faculty affairs and the meeting of compliance requirements. JOB QUALIFICATIONS * Bachelor's Degree in a related field * Preferred: Bachelor of Science Degree in Accounting or Finance * Preferred: Experience with Power BI (DAX and Power Query) and SQ * 0+ years of work experience in a related job discipline Primary Location South Campus Schedule Full time Shift Day (United States of America) Department Patient Services Finance Employee Status Regular FTE 1 Weekly Hours 40 * Expected Starting Pay Range * Annualized pay may vary based on FTE status $56,846.40 - $72,488.00 Market Leading Benefits Including*: * Medical coverage starting day one of employment. View employee benefits here. * Competitive retirement plans * Tuition reimbursement for continuing education * Expansive employee discount programs through our many community partners * Shift Differential, Weekend Differential, and Weekend Option Pay Programs for qualified positions * Support through Employee Resource Groups such as African American Professionals Advisory Council, Asian Cultural and Professional Group, EQUAL - LGBTQA Resource Group, Juntos - Hispanic/Latin Resource Group, Veterans and Military Family Advocacy Network, and Young Professionals (YP) Resource Group * Physical and mental health wellness programs * Relocation assistance available for qualified positions * Benefits may vary based on FTE Status and Position Type About Us At Cincinnati Children's, we come to work with one goal: to make children's health better. We believe in a holistic team approach, both in caring for patients and their families, and in advancing science and discovery. We strive to do better and find energy and inspiration in our shared purpose. If you want to be the best you can be, you can do it at Cincinnati Children's. Cincinnati Children's is: * Recognized by U.S. News & World Report as a top 10 best Children's Hospitals in the nation for more than 15 years * Consistently among the top 3 Children's Hospitals for National Institutes of Health (NIH) Funding * Recognized as one of America's Best Large Employers (2025), America's Best Employers for New Grads (2025) * One of the nation's America's Most Innovative Companies as noted by Fortune * Consistently certified as great place to work * A Leading Disability Employer as noted by the National Organization on Disability * Magnet designated for the fourth consecutive time by the American Nurses Credentialing Center (ANCC) We Embrace Innovation-Together. We believe in empowering our teams with the tools that help us work smarter and care better. That's why we support the responsible use of artificial intelligence. By encouraging innovation, we're creating space for new ideas, better outcomes, and a stronger future-for all of us. Comprehensive job description provided upon request. Cincinnati Children's is proud to be an Equal Opportunity Employer committed to creating an environment of dignity and respect for all our employees, patients, and families. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, genetic information, national origin, sexual orientation, gender identity, disability or protected veteran status. EEO/Veteran/Disability

JOB CONTENT ) * Responsible for assessing, connecting and/or enrolling patients to health insurance through Marketplace/ PE or Medicaid as well as other financial assistance programs. * Responsible for all patient support services conducted in the front office Essential duties and responsibilities which must be performed in order to carry out the position purpose summarized above: (The following description is a general representation of the key duties and responsibilities of this position. Other duties may be assigned, as required.) * Greet patients and visitors in a prompt, courteous, and helpful manner. * Assist with answering incoming calls and routes to appropriate persons or departments. * Responsible for accurate and timely response to EMR and staff messages for benefits assistance. * Assess patient health insurance need, determine eligibility, assist with applications, enrollment, support and assistance, including: * Educate on options available for patients with no insurance. * HRSA and NFP Financial Assistance Programs * Presumptive Eligibility and Medicaid. * Marketplace. * Drug Assistance Program. * CHAP program. * Maintain documentation and records for HRSA and NFP financial assistance programs, CHAP and DAP. Scan all applications with required documents, and file them appropriately. * Demonstrate and maintain expertise in: eligibility and enrollment rules and procedures; the range of qualified health plan options and insurance affordability programs; the needs of underserved and vulnerable populations; and privacy and security standards * Successfully complete required federal and/or state consumer assistance training and attend seminars or meetings as appropriate * Conduct internal education activities to raise awareness about services, resources and coverage options available under Medicaid, CHAP, DAP, Marketplace, MAGI, etc. * Provide information and assistance in a fair, accurate, and impartial manner that is culturally and linguistically appropriate to diverse communities and accessible to individuals with disabilities. * Provide referrals to any applicable office of health insurance consumer assistance of ombudsman established under Section 2793 or the PHS Act to address consumer grievances, complaints or questions about their health plan, coverage, or determination. * Ability to perform standard Medical Office Specialist duties: * Accurate and timely registration and scheduling for all appointment types * Collect co-payments and other types of patient responsibility payments * Insurance verification * Complete all other duties assigned.

Financial Counselor FTE: .8 (32 hours) Req: 1654 About Us: The Lindner Center of Hope is a nonprofit, comprehensive mental health center and global leader offering state-of-the-science diagnosis and treatment of the most pervasive mental illnesses of our time. One of the first centers designed as a fully integrated system of care to address deficiencies in mental health care as identified by the Institute of Medicine. Innovative residential assessment, inpatient and outpatient programs in partnership with UC Health serving more than 54,660 patients from around the world. A leader in research and collaborations that are advancing the field and positioning Cincinnati as a national leader in mental health care. We embrace the many talents, skills, and experiences our employees bring to Lindner Center of Hope. Everyone is encouraged to use their unique gifts to express ideas, make meaningful contributions to our programs and genuine connections with patients and family, as well as strengthen donor, referrer and community relations. At Lindner Center of Hope, you'll have the opportunity for a consistently rewarding career, working for an organization that shares your desire and ability to make a demonstrable difference in the lives of people living with mental illness. Position Summary: The Financial Counselor serves as the primary contact for patients and families regarding financial assistance, insurance coverage, authorizations and preservice payment. Major Duties and Responsibilities: This position is responsible for conducting financial interviews with inpatients, residential patients, and any outpatients. The Financial Counselor works with health insurance providers to determine coverage and benefit levels and provides information regarding hospital payment options and financial assistance programs. Completes necessary forms in accordance with hospital policies. Meets with patients admitted during the business day to complete the formal admission into the EMR system by collecting and verifying patient demographic and insurance information. Will also take the patient's picture and save the image in the EMR system to be used on the patient face sheet and wristband as dictated by department protocol. Obtains the appropriate signatures on consents and assignment of benefits. Scans insurance cards, picture ID, and other appropriate documents into the document imaging system. If patient presents with new insurance, assists with insurance eligibility and benefits verification electronically. Contacts the patient or responsible party by phone to complete pre-registration and obtain or verify all demographic and insurance information making updates or corrections in the patient account system as appropriate. Screens for medical necessity and completes the Medicare Secondary Payer Questionnaire for all Medicare patients during the pre-registration process. Calls applicable insurance companies to obtain facility and professional mental health, substance abuse and eating disorder benefits. Accurately documents insurance benefits and patient's financial liability in the appropriate fields of the patient account system. Alerts team members to any insurance coverage issues immediately. Follows up with patient/patient representative until resolved. When loading benefits, performs audit of accounts to ensure all of the required demographic, insurance, financial forms, and contracts are obtained and documented in the electronic medical record. Communicates applicable deductible, co-pay, or coinsurance to patient during pre-registration or upon check-in. Collects co-pay, deductible or other out-of-pocket liability including residential self-payments. Accurately posts the payment to the patient account system and receipts the patient Sets payment arrangements as appropriate. Refers the patient to the financial counselor as need arises. Prepare patient cost estimates. Review the process for filing insurance claims for inpatient, residential, PHP, ECT, TMS, IOP, and Outpatient as needed. Assess the patient's need for financial assistance during the admission process or at a time prior to the patient's discharge. Determines patient eligibility for Charity care for inpatient/outpatient levels of care. Completes reviews of the charity application in accordance with the LCOH charity care policies. Obtains the final approval of the application from the Registration Manager prior to notification to the patient or family. Determines when renewal of charity applications need completed. Sends letter to patient notifying them of eligibility for charity care and charity amount. Provides education / counseling to self-pay patients regarding available government coverage options. Monitor financial counseling workqueues in EPIC for currency. Serve as the initial contact for determining out of network benefits and obtaining information for potential single case agreements or reimbursement. Work with Intake staff and other clinical teams on initial referrals to inpatient or other LCOH programs to confirm coverage levels prior to admission Work with the CFAO to determine feasibility of single case agreements Meets with the Utilization Review team routinely to discuss admissions that are a financial risk to the center. Coordinates with Intake and OPP staff to obtain appropriate authorizations, as evidenced by lack of denials for no authorization. Accurately enters authorization number(s), and authorized dates and services in the appropriate field of the patient account system. Communicates any applicable deductible, co-pay, or coinsurance to patient prior to their visit, making arrangements for payment as appropriate. Works closely with clinical team and insurance companies to get treatment plans completed and to obtain the clinical information needed for insurance authorizations for ECT, TMS and Outpatient services. Tracks services received and follow-up with the insurance company to obtain additional authorization as needed. In connection with the registration manager, work with Intake/ARC, outpatient registration, residential admissions and utilization review departments to ensure benefit verifications authorizations, helping hands applications, probono, financial assistance applications and other insurance related questions both internally and externally are addressed timely. Completes a note in the system on all discussions, events and outcomes regarding patient accounts. Responds to all inquiries regarding patient accounts, financial assistance policy and network status. Maintains a working knowledge of the various LCOH and LCOHPA service lines. Stays abreast of third-party payer requirements. Attends seminars and courses on relevant topics as directed by management. This position works closely with Intake outpatient, Central Registration, Medical Records, Social Services, Utilization Review and Billing on a daily basis. Maintains effective communication and cooperative working relationships with other departments, staff, medical staff, patients, and visitors. Patient communication is conducted in a manner that will result in positive patient relations and prompt payment for Lindner Center of HOPE. Demonstrates poise and compassion when handling patient financial situations and consider all possibilities to provide the patient with the most appropriate options for their situation. Completes productivity requirements timely and accurately Assists the ECT, TMS, Financial Counselor and Welcome Center Registration Specialists with registration duties during busy times. Performs all other duties as assigned. Position Qualifications: High school diploma required; Associates degree preferred. Minimum of 3 years' experience in healthcare required. Experience working in mental health setting preferred. Must have experience conducting face to face interviews with Collections and/or Medical Billing experience. Must have a working knowledge of third-party payer contract terms and the ability to calculate patient liabilities. Excellent communication, customer service and math skills along with a high degree of confidentiality are required. Must have strong computer skills including Excel and Word. Analytical and decision-making skills with a strong attention to detail required Ability to enthusiastically follow and model the Lindner Center of HOPE mission, vision and values. Physical Requirements: The physical demands of this position are consistent with those performed in a normal office environment, including occasional lifting, carrying, pushing or pulling, and sufficient manual dexterity to operate standard office equipment and ability to use to use a computer. Must be able to easily move throughout the building. All candidates extended conditional offer of employment will be subject to a WebCheck (BCI & FBI Fingerprinting). Fingerprints will be submitted to the Bureau of Criminal Investigation (BCI) and the Federal Bureau of Investigation (FBI). The reports from these agencies will include criminal record information. Lindner Center of Hope will follow the requirements for employment based on the State of Ohio Administrative Code 5122-30-31, and any other regulatory requirements regarding criminal background checks. Lindner Center of HOPE also reserves the right to obtain Consumer Reports and/or Investigative Consumer Reports as defined in the Federal Fair Credit Reporting ACT (FCRA). Lindner Center of Hope is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Career Changers Wanted | Build Your Own Financial Advisory Practice Indianapolis, IN Commission-Based | $80,000-$110,000 at plan yearly You've built credibility. You're trusted in your community. You're driven, sharp, and ready for a career where you call the shots. At WestPoint Financial Group, we help professionals like you make the leap into financial advising-with autonomy, support, and a community that's got your back. Why Join WPFG? ✅ Non-captive model = freedom + flexibility ✅ 100+ advisors who made the switch (many mid-career) ✅ Real mentorship. Real growth. Real ownership. What You'll Do: Help people protect what matters and build long-term wealth Leverage your community relationships to grow your client base Build your business with the support of a proven team and infrastructure Stay at the forefront of financial planning and risk strategies What You Bring: A strong network and a reputation for being dependable High sense of urgency + drive for autonomy Willingness to obtain Life & Health License, SIE, and Series 7 (if not already licensed) Four year degree preferred A desire to build something bigger-for your clients and yourself If you're looking for more freedom, more impact, and more growth-this could be your next move. Apply today or connect to learn more! #LI-WFG1 Return to WestPoint Financial Group

Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team. **Essential Duties and Responsibilities** + Become trained and skilled to effectively and efficiently perform the Financial Advisor role: + If hired as a team candidate, the team will provide the specific goals and expectations. + Meets production targets that impact overall company revenue goals. + Develops a book of business consistent with AMP program goals for assets under management and required production. + Provides a high level of client service. + Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital. + Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty. + Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches. + Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences. + Seeks expertise of internal resources to identify investment opportunities and solutions for clients. + Opens, transfers, and closes customer accounts. + Maintains appropriate account records while monitoring the customer's portfolio. + Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments. + Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions. + Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards. + Stays abreast of investment products, industry rules and regulations, and financial planning. + Performs other duties and responsibilities as assigned. **Knowledge of** + Economic and accounting principles and practices. + Financial markets, banking, and financial data analysis and reporting. + Basic principles and methods for showing, promoting, and selling products or services. + Firm's working structure, policies, mission, strategies, and compliance guidelines. **Skill in** + Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases. + Identifying the needs of customers through effective questioning and listening techniques. **Ability to** + Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice. + Continuously learn investment products, industry rules and regulations, and financial planning. + Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels. + Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions. + Establish and maintain effective working relationships with clients and colleagues. + Persevere, handle rejection and show resilience during the prospecting and networking process. + Network in the community and effectively market him or herself and Raymond James. + Demonstrate persistence in the face of obstacles. + Accept criticism and deal calmly and effectively in high stress situations. **Education/Previous Experience** + Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources. **Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied or ability to obtain within four (4) months from the start of the program. + Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program. + Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor. The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA's demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role. During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. We'll help you Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from Academy managers who are invested in your success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities. Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs. As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to Unlimited potential for financial growth. A strong referral base from across the business through our relationship with one in every two households. Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education. Robust marketing support to reach wider audiences with greater appeal. Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes. Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors. We're a culture that Believes in responsible growth and has a proven dedication to supporting the communities we serve. Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world. Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. Required Qualifications: Displays confidence working in a sales role Builds strong client relationships through effective communication and collaboration Displays a proactive mindset and effective time management Demonstrates a results-driven mindset and prioritizes client interests Identifies appropriate client solutions through application of learnings and new information Applies relevant regulatory due diligence in daily activities and creating long-term client strategies Desired Qualifications: Bachelor's degree and/or a minimum of one year of financial services industry or sales experience Learns and adapts to new technology or applications Executes multiple tasks simultaneously This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Shift: 1st shift (United States of America) Hours Per Week: 40

Job ID 253106 Posted 18-Dec-2025 Service line GWS Segment Role type Full-time Areas of Interest Accounting/Finance, Administrative, Customer Service, Data & Analytics Finance Analyst - Temporary - Remote USA **About the Role:** As a CBRE Finance Analyst, you will apply basic cash and accrual accounting fundamentals to prepare, evaluate, maintain, and deliver complete and accurate financial reports for a portfolio of clients and properties. This job is part of the Financial Strategy and Operations job function. They are responsible for maintaining accounting, financial, and reporting policies and controls. **What You'll Do:** + Complete accounting transactions in preparation of client financial statement packages. + Create and post journal entries and ensure that all expenses, receipts, owner's distributions, funding requests, and other transactions for the accounting period have been accurately posted. + Use aggregate data from multiple sources to generate reports. + Generate financial packages for accuracy and comprehensive reporting. + Review the accuracy of information provided and respond to requests from management and vendors. + Understand and work with scenario planning (exit/maintain/grow) tools/models, while analyzing trends in general business conditions. + Respond to and resolve issues and requests from management teams and clients regarding various accounting issues and reports. + Research open accounting issues and recognize potential issues and conflicts so corrective action can intercept and minimize issues. + Use existing procedures to solve standard problems. + Have some knowledge of standard principles with limited practice experience in applying them. + Lead by example and model behaviors that are consistent with CBRE RISE values. + Impact the quality of own work. + Work within standardized procedures and practices to achieve objectives and meet deadlines. + Exchange straightforward information, ask questions, and check for understanding. **What You'll Need:** + Bachelor's Degree preferred with up to 3 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered. + Ability to use existing procedures to solve standard problems. + Experience with analyzing information and standard practices to make judgments. + In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, PeopleSoft, SmartSheet, etc. + Organizational skills with a strong inquisitive mindset. + Intermediate math skills. Ability to calculate difficult figures such as percentages, fractions, and other financial-related calculations. **CBRE Employee Benefits** + **Comprehensive medical, dental, vision** + **Disability benefit program** + **401k company matching** + **Paid time off and holidays** + **Company paid life insurance** + **Pet insurance** + **Paid parental leave** **Why CBRE?** **We invest in our employees' development. The core of our strategy is the view that development happens through three key activities: on-the-job learning, coaching and formal training. We provide employees with resources that support them in developing skills to enhance performance in their current role as well as for future roles.** CBRE carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum salary for the position is $63,000 annually and the maximum salary for the is $65,000 annually. The compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. Successful candidates may also be eligible for a discretionary bonus based on CBRE's applicable benefit program. The application window is anticipated to close on December 22, 2025 and may be extended as needed. To express interest in similar roles, visit CBRE.com/careers. **Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law. **Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at *************** (U.S.) and *************** (Canada). CBRE GWS CBRE Global Workplace Solutions (GWS) works with clients to make real estate a meaningful contributor to organizational productivity and performance. Our account management model is at the heart of our client-centric approach to delivering integrated real estate solutions. Each client is entrusted with a dedicated leader and is supported by regional and global resources, leveraging the industry's most robust platform. CBRE GWS delivers consistent, measurably superior outcomes for our clients at every stage of the lifecycle, and across industries and geographies. Find out more (******************************************************************************* CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)

JOB RESPONSIBILITIES * External Funding- Provide support for activities associated with external funded projects, including development and maintenance of grant budgets and expense tracking. Interact with various program managers and principal investigators, as well as outside funding agencies, to achieve maximum reimbursement of program costs, and successfully satisfy reporting requirements of outside funding agencies. * Procurement and Operations- Coordinate purchasing activities, supporting acquisition and allocation of resources. Participate in space planning. Provide support for business processes to ensure effective and efficient operations. Identify opportunities for improving processes. Resolve issues directly or in consultation with Director. Initiate departmental financial transactions with approval. * Systems and Technology- Ensure accuracy of data recording and tracking in applicable clinical, human resource, financial and supply chain systems as delegated. Ensure reporting meets division/department decision making needs. Project Support - Provide support for completion of projects and business plans, including research, data collection and analysis. Summarize recommendations and conclusions. Academic/Faculty - Provide support for the management of academic/faculty affairs and the meeting of compliance requirements. JOB QUALIFICATIONS * Bachelor's Degree in a related field * Preferred: Bachelor of Science Degree in Accounting or Finance * 0+ years of work experience in a related job discipline Primary Location Lincoln Building Schedule Full time Shift Day (United States of America) Department Patient Services Finance Employee Status Regular FTE 1 Weekly Hours 40 Market Leading Benefits Including*: * Medical coverage starting day one of employment. View employee benefits here. * Competitive retirement plans * Tuition reimbursement for continuing education * Expansive employee discount programs through our many community partners * Shift Differential, Weekend Differential, and Weekend Option Pay Programs for qualified positions * Support through Employee Resource Groups such as African American Professionals Advisory Council, Asian Cultural and Professional Group, EQUAL - LGBTQA Resource Group, Juntos - Hispanic/Latin Resource Group, Veterans and Military Family Advocacy Network, and Young Professionals (YP) Resource Group * Physical and mental health wellness programs * Relocation assistance available for qualified positions * Benefits may vary based on FTE Status and Position Type About Us At Cincinnati Children's, we come to work with one goal: to make children's health better. We believe in a holistic team approach, both in caring for patients and their families, and in advancing science and discovery. We strive to do better and find energy and inspiration in our shared purpose. If you want to be the best you can be, you can do it at Cincinnati Children's. Cincinnati Children's is: * Recognized by U.S. News & World Report as a top 10 best Children's Hospitals in the nation for more than 15 years * Consistently among the top 3 Children's Hospitals for National Institutes of Health (NIH) Funding * Recognized as one of America's Best Large Employers (2025), America's Best Employers for New Grads (2025) * One of the nation's America's Most Innovative Companies as noted by Fortune * Consistently certified as great place to work * A Leading Disability Employer as noted by the National Organization on Disability * Magnet designated for the fourth consecutive time by the American Nurses Credentialing Center (ANCC) We Embrace Innovation-Together. We believe in empowering our teams with the tools that help us work smarter and care better. That's why we support the responsible use of artificial intelligence. By encouraging innovation, we're creating space for new ideas, better outcomes, and a stronger future-for all of us. Comprehensive job description provided upon request. Cincinnati Children's is proud to be an Equal Opportunity Employer committed to creating an environment of dignity and respect for all our employees, patients, and families. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, genetic information, national origin, sexual orientation, gender identity, disability or protected veteran status. EEO/Veteran/Disability