Finance Planner remote jobs

About the Job At Continuum Life LLC, we are a team of driven professionals dedicated to helping individuals and families achieve long-term financial security through education, mentorship, and customized life insurance solutions. We believe that financial literacy and protection are the foundation of lasting wealth - and our mission is to empower people with the knowledge and tools they need to build, protect, and pass on financial legacies. Through smart products like Index Universal Life (IUL) and Whole Life Insurance, we help our clients protect what matters most while creating pathways to tax-free retirement and generational wealth. Role Description Are you a Registered Nurse or Nurse Practitioner who loves helping people, but wants more freedom, flexibility, and financial independence? You're not alone. At Continuum Life, many of our top-performing advisors began in healthcare. You'll be fully trained and supported by a team of professionals who understand your passion for service and your desire for balance. This is a remote, work-from-home opportunity as a Financial Professional - ideal for nurses seeking to transition, diversify their income, or reduce burnout while continuing to make a real difference. Flexible Schedule | Part-Time or Full-Time | Commission-Based (1099) | No Nursing Required High Income Potential | Full Training & Mentorship Provided What You'll Do Educate families on financial protection, tax-free wealth building, and retirement planning Guide clients through major life stages - from protecting new families to planning for legacy wealth Build long-term, trust-based relationships through education and integrity Receive mentorship, marketing systems, and quality leads to help you grow your business Work independently with the flexibility to design your own schedule and income goals Why Nurses Thrive at Continuum Life Nurses already possess the values and skills that make world-class financial professionals: Empathy and Compassion: You care deeply about people, and that trust carries over into financial protection. Strong Communication: Explaining complex ideas clearly is second nature. Now, you'll do it with financial strategies instead of medical terms. Problem Solving: You're trained to assess, plan, and take action - the same approach used to help families reach financial peace. Service-Minded Approach: You've dedicated your career to helping others. Here, you'll continue that mission - helping families not just survive, but thrive financially. Trusted Professionalism: Nurses are among the most trusted voices in any field - a perfect foundation for guiding families toward a secure future. If this sounds like you, we'd love to welcome you to the Continuum Life team. It's time to transition from Healthcare to Wealthcare - creating a lasting impact while building the life you deserve.

Infor Finance ERP Analyst 100% Remote Unable to provide sponsorship now or in the future Our client is a leading healthcare organization looking to bring on an Infor Finance ERP Analyst onto their team. This individual will work alongside the ERP team to manage & configure the Finance module of their Infor ERP system. Responsibilities: Perform daily configuration, monitoring, maintenance, and troubleshooting for the Infor Finance module. Deliver technical support to end users by resolving system-related issues and ensuring a positive user experience. Configure ERP modules to meet business needs and align with established workflows. Collaborate with IT teams and external vendors to customize ERP features and integrate third-party applications. Partner with departments such as Finance, HR, and Inventory to analyze processes and identify opportunities to improve efficiency through ERP solutions. Propose and implement enhancements to optimize system performance and streamline business operations. Conduct user training sessions and develop comprehensive manuals and guides for ERP usage. Maintain detailed documentation of system updates, configurations, and procedures for future reference. Coordinate, test, and validate ERP upgrades to minimize operational disruption; assist in evaluating and selecting new ERP tools or solutions when needed. Requirements: Associate's Degree required, Bachelor's Degree preferred. 3+ years of experience configuring the Infor Finance module. Experience in troubleshooting and solving technical issues related to ERP systems. Strong communication skills.

This iconic Australian brand has stayed true to its original vision: sophisticated femininity, a passion for detail and a love of colour and print. Sisters Nicky and Simone ZIMMERMANN founded their namesake brand in Sydney in 1991. Early in its evolution, ZIMMERMANN took the bold step of fusing fashion with swimwear and presented it to the world. It immediately found its following with the fashion elite, creating a new point of reference in flattering, feminine and stylish swimwear. While the swimsuit thrust ZIMMERMANN on to the international stage, it has been its optimistic, feminine and consistently desirable collections across its ready-to-wear and resort that have propelled it to greater global appeal. While based at home in Sydney, ZIMMERMANN present their ready-to-wear collections each season at Paris Fashion Week. Working with the highly acclaimed designer and long-time collaborator, Don McQualter, ZIMMERMANN maintains a number of stand-alone stores across Australia, UK & Europe, China, The US, and the Middle East. Position Purpose As a Part-Time Client Advisor with Zimmermann, you will be a passionate brand ambassador, creating lasting memories for our clients. You will demonstrate exceptional client service, brand and product knowledge and relationship building skills to achieve the expectations of Zimmermann's global vision. Working within a dynamic and collaborative team culture, you will align yourself with Zimmermann's core values of integrity, creativity and passion. Role Responsibilities · Achieving sales targets and store KPI's whilst upholding Zimmermann's brand standards including store and visual presentation, stock and inventory · To ensure that an exemplary standard of client service is provided to Zimmermann's clientele in line with the brand's global vision. · Acquire and grow the Zimmermann client database through engaging and maintaining professional client relationships. · Ensure that a consistently high standard of visual presentation is achieved and reflective of the brand directives. · Have a thorough understanding of company policy and procedure relating to store operations, stock and loss prevention. · Engaging in team training and development initiatives including product and brand knowledge, sustainability, diversity and Work Health Safety. About You · Capability and drive to reach KPIs and Sales Targets · Demonstrates professionalism, optimism and team orientated approach. · Exceptional communication and interpersonal skills · Previous sales experience in luxury designer fashion · A passionate brand ambassador who embodies the Zimmermann values · Ability to cultivate Zimmermann's brand loyalty though positive client interactions. · Detailed orientated · Excellent organisational skills and problem-solving ability · A passion for exceeding customer expectations · Ability to build ongoing rapport with clientele · Ability to work independently and as part of a team Why join our team? · Bespoke career development plans and access to strong mentors and industry leaders. · Opportunity to grow within an Australian luxury fashion brand with opportunities to work globally. · Competitive package, seasonal uniforming and team member discount · Be part of a responsible fashion house with a focus in leading in sustainability Compensation Zimmermann utilizes the advertised salary and hourly range as a benchmark to offer candidates competitive compensation in the market. This approach also allows for flexibility to account for differing levels of experience and to reward both performance and tenure. Although the published salary range is a genuine estimate of the intended hourly pay for the role, Zimmermann maintains the discretion to offer compensation outside the specified range of $18 to $20. In addition to hourly pay, Client Advisors are also eligible for commission on all sales. At Zimmermann, we believe in rewarding excellence. Our Client Advisor commission structure is designed to motivate and recognize your contributions to both personal and store sales performance. You'll earn a competitive commission on all personal sales for the month, providing you with the opportunity to significantly enhance your earnings based on your success. Diversity Statement Zimmermann is an equal opportunity employer and considers all applicants for employment on the basis of their individual capabilities and qualifications ensuring a strong corporate commitment to diversity and inclusion. If you have any support or access requirements, we encourage you to advise us at time of application to assist you through the recruitment process

Job DescriptionJob Title: Financial Aid - Front-End Planner Department: Financial Planning Employment Type: Full-Time Nonexempt Experience: Associates Degree or Equivalent Work Experience (2+ years) Shift: Rotating Hours: Hours: Monday - Thursday from 9:00 AM to 7:00 PM (with late nights included), and Friday from 8:30 AM to 5:30 PM. Please note that occasional weekend availability may be required. Compensation Type: $60,000 - $65,000/year Location: Remote with some hybrid responsibilities Job Summary: The Financial Aid - Front End Planner plays a crucial role in providing exceptional customer service and support to both prospective and current students. Responsible for guiding students through the financial planning process, the Front-End Planner ensures that each student's financial obligations are effectively managed, empowering them to pursue their educational goals at Ogle School with confidence and ease. A Day in the Life: Maintain ongoing telephone support coverage during designated hours, including promptly responding to inbound calls from students and internal customers, and initiating outbound calls to collect necessary student documentation and schedule Financial Aid Appointments. Efficiently manage an assigned calendar to support prospective and current students throughout the Financial Aid Process. Assist students at all stages of the Financial Aid process with courtesy and professionalism, offering accurate and current information, including but not limited to Financial Aid Estimates and financial Aid Appointments. Proactively follow up to obtain outstanding documentation and coordinate follow-up or final Financial Aid Appointments with prospective and current students via email, phone, text, and other communication channels. Utilize proprietary software to monitor, generate, and complete daily activity reports, facilitating effective tracking of activities, identifying pending issues, and aiding in future work planning. Collaborate with team members to accurately track all Financial Aid findings and ensure timely completion of required Financial Aid files weekly. Execute complex Financial Aid processes, including but not limited to, resolving C-Codes, validating Proof of Enrollment (POE), conducting verifications, processing deferments, managing overlapping loan periods, evaluating transfer hours, adjusting aid awards for new award years, determining student funding eligibility, and generating estimated offer letters. Participate in training sessions, whether in-person or via webinar, to stay compliant with Ogle School and Federal policies and procedures. Adhere to all Ogle School Standard Operating Procedures (SOPs), Policies and Procedures specific to Ogle School Financial Aid, and Federal Guidelines. Collect and upload received documents daily to maintain efficient processing and prevent backlogs. Foster positive working relationships with various students, internal customers, and departments, ensuring timely communication of Financial Aid updates. Perform any other duties as assigned by management. Additional Skills or Experience: • Maintain a high level of integrity at all times. • Multi-task within a fast-paced and high-stress environment. • Ability to work a flexible schedule based on the needs of the schools. • Integrate Ogle School's Core Values of Respect, Integrity, Service, Teamwork, and Excellence in all aspects of interaction. • Support the company's growth through constructive interaction and personal attendance at meetings, events, and other related functions. Desired Skills: • Associate degree or Equivalent Work Experience (3 years) • Minimum of 18 months of customer service experience in a helpdesk setting • A strong working knowledge of computer systems, hardware, and software Salary and Benefits: • Candidates can expect a salary that aligns with market standards for similar positions, ensuring fair compensation for their skills and contributions. • Healthcare - Medical, Dental, and Vision coverage are available for employees who opt-in. • 401k/Retirement Plan • Personal Development - We support our employees through mentoring, internal & external educational programs, networking, skills enhancement, and career-building programs. • Paid Time Off - We offer PTO, paid holidays, and paid time off for jury duty and military obligations. Other Important Information You Should Know: Ability to Work Remotely: The employee selected for this position will work their work schedule remotely. Work Schedules: Ogle School supports a variety of alternate work schedules that provide additional flexibility. For this role, there is a minimum 40-work week schedule, 5 days a week. The specific weekly schedule will be discussed during the hiring process. Ogle School is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status. At Ogle School, we want you to be heard. Respected. Empowered. Rewarded. And, proud of where you work. We have a few things that might be of interest to you, as you consider employment with us: competitive compensation, benefits (medical/dental insurance, PTO days, vacation days), a great reputation, and a commitment to the industry…and to you. Sound like the place for you? We hope so.

We are a high-growth, forward-thinking Multi-Family Office Advisory Firm. Our clients are visionary entrepreneurs, serial business builders, and executives who demand nothing less than exceptional. And we need Financial Planners that can lead the charge. We are an elite organization and we do complex work, and that's what makes it fun! This isn't just another job. This is an opportunity to build something that matters. We're on a mission to change the way financial planning is done, and we want YOU to help lead that charge. Our clients are on the cutting edge of innovation, and we're looking for someone who's willing to work hard - because the rewards are huge. This firm isn't for everyone. If you're looking for a traditional corporate gig with predictable hours and low stakes, this isn't it. But if you're ready to put in the work, learn from the best, and help build something world-changing, then join us. You get to build a network of centimillionaires who have an aggregate value of $5B, all who call your cellphone first. We are changing the industry and shifting the paradigm. This is a championship team, where you try out every year for your seat. What you will get out of this is five years from now is you'll be semi bulletproof, and you can punch your own ticket wherever you want to go, changing the trajectory of your business and financial life. What Makes This Role Insanely Exciting: Revolutionizing the industry: This isn't just about advising - this is your chance to reshape how top entrepreneurs and business owners think about wealth. You'll lead the financial planning process, driving sophisticated strategies that cover taxes, cash flow, legal, risk management, investing, and more. We don't believe in cookie-cutter solutions. You'll be working on high-level, transformative projects that will make an impact immediately. Work with the best of the best: You're not just working with clients; you're working with visionary entrepreneurs who are pushing the boundaries of what's possible. These clients are ambitious, dynamic, and demand the best from everyone around them. Your insights will directly fuel their growth, success, and legacy. No “boring” clients here. Fully remote, limitless flexibility: This isn't just a remote job - it's designed to give you the flexibility you need to do your best work. Be part of a team that values results. Compensation you control: You won't just be rewarded for your efforts; you'll be recognized for the value you create. With a competitive base salary, aggressive performance bonuses, and generous benefits, your earning potential is sky high. The more you put in, the more you'll get out. What You Need to Bring to the Table: Deep expertise: You've spent 3+ years mastering investment management, wealth management, and financial planning. You know the intricacies of taxes, cash flow, insurance, investments, and everything that comes with advising high-net-worth business owners. You've worked with people who are already successful, and you know how to elevate them even further. Are you mission aligned with changing the lives of entrepreneurs to have a greater impact in the world? Credentials that matter: Whether you're a CFP, CFA, CPA, EA, MBA, ChFC, you've got the credentials to back up your deep knowledge. But more importantly, it's your experience - and your results - that set you apart. Client leadership skills: You're not just an expert - you're a leader. You've managed client relationships and taken ownership of high-impact projects. Do you self-select into hardship? Do you bring a different dimension of thinking? Project management genius: You're a natural at juggling multiple high-stakes projects, keeping everything on track, and turning complex problems into clear, actionable solutions. You thrive under pressure and know how to execute. Tech-forward: You're comfortable with tech tools like Microsoft Office, eMoney, Redtail, and Holistiplan. You understand that technology is a force-multiplier and are quick to adopt new tools that improve client service and team collaboration. What's in It For You? Competitive base salary + bonus driven by your capability: Your compensation is designed to reflect your value. This is a place where what you bring to the table is directly rewarded. Endless growth opportunities: Our firm is growing fast, and we want you to grow with us. From leadership training to career advancement- this is a platform for you to reach your highest potential. Maximize professional & personal life: Enjoy unlimited paid time off (PTO) and the freedom to work remotely. We understand that life is about more than just work - but when you work, we want you to be at your best. Competitive Benefits: Health benefits, 401(k) matching, and more - everything you need to take care of yourself and your loved ones.

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected. The Senior Financial Planner (“SFP”) will serve as a national financial and tax planning resource across Choreo. The SFP will partner directly with client-facing advisors to support client planning engagements and ongoing relationships. The focus of this role is on building, evaluating, and presenting both comprehensive and ad hoc scenario-based plans that span the full range of wealth planning disciplines. The SFP will cover both client-specific planning and advisor education/enablement. This role will help continue to build a center of excellence for tax-centric planning resources for Choreo advisors nationwide. The Senior Financial Planner will focus on core planning areas including goals-based and retirement planning, cash flow and savings modeling, and annual income and multi-year tax planning. Additional areas of focus include Social Security and Medicare, risk management and insurance, investment planning, education and college funding, philanthropic giving, estate and wealth transfer planning, and business owner planning. The SFP will be the primary contact for all advisory support for these topics for mid-sized, moderately complex clients with the opportunity to partner with the Senior Wealth Strategist on large-sized, complex client relationships. Primary Responsibilities: Serve as a technical planning partner to wealth advisors on active client situations, and at times, join meetings with Choreo advisors, clients, and outside client advisors. Review advisor-drafted financial plans and modeling with advisors and offer insights. Assist advisors in leveraging eMoney and other planning tools (e.g., Holistiplan) across a variety of cases including co-preparation of financial plans and simulations. Respond to advisor planning questions and conduct research on nuanced financial/tax issues. Coordinate closely with Choreo's Senior Wealth Strategist to expand advanced planning initiatives across the firm. Help codify and disseminate best practices in financial and income tax planning across the firm. Help test and evaluate planning software for broader adoption. Develop and deliver internal training on relevant topics. Participate in thought leadership and marketing content development. Support the integration of planning into the broader client experience model across Choreo, and collaborate with the Senior Wealth Strategist to develop the Choreo advanced planning team. Contribute to firm-wide initiatives focused on planning quality, consistency, and innovation. Basic Qualifications: 10+ years' experience working in financial and tax planning with wealth management teams (or a similar role in a CPA firm with significant financial planning and 1040/1041 return preparation experience) CFP or PFS designation (CPA or other advanced tax qualifications are also highly preferred) Experience collaborating with financial advisors and advisory teams Master-level proficiency with eMoney and Holistiplan Experienced leadership skills with the ability to provide effective coaching Proactive problem-solving skills with an entrepreneurial mindset Ability to deliver information and present to clients and larger internal and external groups in public speaking In-depth knowledge of comprehensive financial planning and wealth management disciplines Highly effective communication skills and emotional intelligence Ability to travel throughout the continental U.S., expected between 10-20% as needed Employee Benefits At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer: Competitive salary and bonus plan Competitive medical, dental, and vision plans Basic life and disability coverage 401(k) matching program Financial support for approved designations and courses Technical, leadership, sales training opportunities Unlimited, discretionary time off Paid parental leave Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.

Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. This position is best for a candidate who seeks to sharpen technical competency before advancing towards a client facing advisor role or is exploring the various career paths of a financial planner. The planner will be exposed to numerous advisors and clients to deliver comprehensive financial planning modules, utilizing various software and proprietary tools, as well as through working with our other in-house specialists in investments, tax, estate planning, and insurance solutions. To succeed in this position, one must be detail and process-oriented, analytical and have a high degree of follow-through and strong communication skills. Essential Job Functions for the Financial Planner II will include: Prepare financial plans for prospective and existing clients. This includes spending plans, investment analysis, retirement projections, Social Security analysis, education-funding analysis, stock options analysis, estate-planning analysis, tax planning, asset protection, and risk management needs analysis. Work with sales, advisors and clients to gather, organize and process data to prepare the financial planning analysis. Fluency with financial planning tools (ex: eMoney, Morningstar, SS Analyzer, CRM, portfolio accounting). Partner with advisor teams to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future. Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs. Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client. Keep current on financial planning topics including, but not limited to, wealth transfer strategies, complex retirement needs, Social Security, and tax planning. Co- present financial planning concepts and analysis with advisors. Assist with creating and implementing procedures to improve efficiency and enhance client experiences. Required Knowledge, Skills and Abilities: Bachelor's degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology or Finance related) Must have a Certified Financial Planner (CFP ) designation or must have a S65 and completed CFP coursework 3 years client facing financial planning experience. Excellent verbal, written, analytical and organizational skills Proficiency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, SS Analyzer, portfolio analysis). Ability to work independently managing and prioritizing deliverables Must be highly flexible and confidential with all matters Ability to travel up to 20% required Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Travel assumed up to 20% of the time. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: Company Paid Basic Life & AD&D Insurance Company Paid Short-Term and Long-Term Disability Insurance Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan. Two comprehensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for child and dependent care. 14 Company Paid Holidays with a full week off at Thanksgiving. Generous paid time off program for vacation and sick days Employee Assistance Plan Family Medical Leave Paid Parental Leave (6 weeks) Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time. Adoption Assistance Reimbursement Program Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more. 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Pet Insurance We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email *****************************. This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: Family and Medical Leave Act (FMLA) Employee Polygraph Protection Act (EPPA) Equal Employment Opportunity (EEO) U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization. E-Verify Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Teaching and Coaching Skills into Financial Services: Do Work That Matters: People are drawn to this career because it offers meaningful workthe kind that provides fulfillment through service to others. Thats why it resonates so deeply with the values teachers and coaches bring to the table. Leverage Your Communication Expertise: As a teacher or coach, youve mastered the art of communicationwhether it's explaining complex concepts or motivating individuals. These skills are crucial in financial services, where you could help guide clients through important financial decisions that impact their lives. Build Lifelong Relationships: In teaching and coaching, you connect with individuals over time, watching them grow and succeed. In financial services, you could continue fostering these long-term relationships, helping clients at each stage of their financial journey, and offering support that lasts a lifetime. See the Impact of Your Work: Just as youve seen the difference youve made in the classroom or on the field, a career in financial services could allow you to witness firsthand how your advice and guidance can lead to meaningful, lasting changes in your clients lives. Achieve Greater Rewards: The transition from teaching or coaching to financial services could offer the potential for not only a more fulfilling career, but also the opportunity to grow personally and professionallywhile building a future that reflects your values and goals. Follow this link to hear more about Gina Cimineris Northwestern Mutual Experience: *************************************************************************** Our thriving office is located at: 1425 River Park Dr, Suite 100, Sacramento, CA Meet Our Local Team: Rick Abell, Managing Director: Time with NM: 29 years. Prior Experience: Began his career with Northwestern Mutual immediately after completing his MBA at Clemson University. Passionate About: Rick is a dedicated husband and father to four childrentwo in college and two in high school. He is also passionate about giving back to the community and is proud that his team raised over $50,000 for childhood cancer research through their annual charity golf tournament. Gina Loza, Director of Training, Philanthropy & Events: Time with NM: 23 years. Prior Experience: Worked in PR & Marketing for Chico Performances at CSU, Chico, promoting world music, dance, theater, lecture series, and other performance art. Passionate About: Gina enjoys spending time with her two energetic boys (ages 8 and 6) and their Yellow Lab, Opie. She is a music lover and concertgoer (proud Swiftie!) and stays active as a devoted Peloton rider. Toka Mwondela, Chief Development Officer: Time with NM: 8 and a half years. Prior Experience: Joined Northwestern Mutual right after graduating college and has grown his career ever since. Passionate About: Toka loves sports of all kinds, especially when theres competition involved. He also enjoys riding his motorcycle, exploring the outdoors, spending time with friends and family, and cooking and sharing great food. Jurome Saceda, College Unit Director: Time with NM: Over 2 years. Prior Experience: Worked as a Route Sales Representative with Bimbo Bakeries before transitioning into financial services. Passionate About: Jurome enjoys quality time with his family, playing basketball as captain of his Comp REC and intramurals team, and recently developed a love for golf. He also has a passion for learning new things and connecting with new people. Lars Ronten, Financial Advisor: Time with NM: A little over 2 years. Prior Experience: Served as a financial advisor with Edward Jones and also worked in outside sales. Passionate About: Lars values time with family, playing and watching sports, and enjoying the outdoorsespecially golf. He is active in his community through coaching, volunteering, and local events in Lincoln, CA. He also loves traveling, cooking, and working on home projects. Adam Besana, Growth & Development Director: Time with NM: 6 years. Prior Experience: College student at Chico State (go Wildcats!). Passionate About: Enjoys spending time with his wife and two children. Loves the outdoorshunting, fishing, skiing, boating, and just about anything outside. About Us: At Abell District Northwestern Mutual, we are proud to be in a dynamic phase of growth and opportunity, cultivating an environment where driven individuals can build meaningful and lasting careers. With a strong foundation of leadership and a culture rooted in collaboration, we provide the tools, mentorship, and clear pathways for professional development and advancement. Our team is equally passionate about creating impact beyond the office, exemplified by our annual Cure-Funding Golf Classic, which raised over $50,000 last year in support of childhood cancer research. This blend of career growth, community impact, and purpose-driven culture makes Abell District a place where ambitious professionals can truly thrive. Position Responsibilities for a Financial Planner: Educate clients on financial planning and insurance options. Provide excellent customer service and build lasting relationships. Collaborate with a local, supportive team. Position Requirements: Strong communication and interpersonal skills. Goal-oriented with a desire to succeed. Life insurance license and FINRA certifications (or willingness to obtain). Our Unique Angle: Meticulous Training and Support: We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results. Position Perks: Significant bonus opportunity commensurate with outcomes Dental insurance Health insurance Life insurance Retirement plan Vision insurance Ongoing professional development Local culture of support and positive recognition Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Rick Abell is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

About Us: ProShares has been at the forefront of the ETF revolution since 2006. ProShares now offers one of the largest lineups of ETFs, with over $85 billion in assets. The company is a leader in strategies such as crypto-linked, dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns. Position Summary: The Senior Investment Consultant will be responsible for the distribution of all ProShares strategic product offerings through institutional relationships which include Registered Investment Advisors ('RIA"), Bank Trust and Single and Multi-Family Offices. The ideal candidate will develop and evolve a business strategy to optimize the entire client lifecycle (prospecting to final presentations) and maintain a service model for new and existing relationships. This individual should demonstrate a strong knowledge of the competitive landscape, financial markets, industry trends and ProShares products and services. The role will be expected to travel within an assigned territory to conduct office presentations, client meetings and one-on-one meetings. The role is a fast-paced, highly competitive, client-facing sales role that is rewarded based upon consistent, superior results. Additionally, as the role is an extension of ProShares brand with key clients, the Senior Investment Consultant should seek to represent the company through consistent displays of the firm's strong values and ethical behavior. Key Responsibilities [1] : 50% of time: Develop and maintain profitable, productive relationships with RIAs, family offices and other institutional segments within the assigned territory to capture sales and increase market share. Proactively seek and support the development of new initiatives within assigned territory to enhance the firm's success and market presence while meeting annual sales goals. 25% of time: Conduct one-on-one meetings, group presentations and client meetings/events which involve travel. Deliver high-quality product knowledge, consultative sales approach and guiding the implementation of the sale with RIA & Family Office clients to grow assets within the strategic product range of ETFs. 10% of time: Develop solid working relationships with the field sales team through regular communication, on-going mentorship, training and delegation of responsibilities to ensure proper coverage of this important segment of clients. 10% of time: Understand and articulate capital market dynamics, complex product structures, and competitor ETF products. Provide the proper after-sales support and reporting to keep existing clients informed. 5% of time: Capture field activity and sales related data in CRM System and effectively manage firm resources, which includes travel expenses, entertainment and client support budgets. Qualifications: 10+ years of relevant work experience in the investment management industry, with experience in institutional relationship management, business development and financial services sales Strong academic background with advanced degree, and/or a professional designation such as a CFA. Must have established RIA and/or Family office contacts with established relationships across the wider institutional channel (such as endowments, foundations, Taft Hartley plans, other asset managers and OCIO service providers) Strong ability to drive client engagement process, recommend and execute within tight deadlines. Experience with exchange traded funds, mutual funds and/or interval funds Broad investment acumen, knowledge of capital markets, the asset management industry and product offerings The compensation for this position includes salary and incentive pay. The annual base salary range for this role is $175,000-$200,000 (USD), which does not include discretionary bonus compensation. Total compensation may vary based on experience, role, location, department, and individual performance. Our Benefits: Competitive pay and discretionary bonus Paid time off Health care benefits (medical, dental & vision) Additional insurance includes basic life, accidental death and dismemberment, supplemental life, disability and legal benefit 401(k) retirement plan with matching contribution Spending Accounts (Health Care, Dependent Care, and Transportation) Wellness Programs (fitness reimbursement, Employee Assistance Program) Education assistance Hybrid work schedule Additional Programs include peer recognition, corporate matching gift [1] These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required of this job. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions . Additional privacy information for CA residents EOE STATEMENT ProShare Advisors LLC and its affiliates are equal opportunity employers and do not discriminate against otherwise qualified applicants on the basis of age, race, color, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), marital or family status, national origin, ancestry, physical or mental disability, mental condition, veteran status, sexual orientation, gender identity, genetic information, or any other characteristic protected by applicable law.

Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Teaching and Coaching Skills into Financial Services: Do Work That Matters: People are drawn to this career because it offers meaningful workthe kind that provides fulfillment through service to others. Thats why it resonates so deeply with the values teachers and coaches bring to the table. Leverage Your Communication Expertise: As a teacher or coach, youve mastered the art of communicationwhether it's explaining complex concepts or motivating individuals. These skills are crucial in financial services, where you could help guide clients through important financial decisions that impact their lives. Build Lifelong Relationships: In teaching and coaching, you connect with individuals over time, watching them grow and succeed. In financial services, you could continue fostering these long-term relationships, helping clients at each stage of their financial journey, and offering support that lasts a lifetime. See the Impact of Your Work: Just as youve seen the difference youve made in the classroom or on the field, a career in financial services could allow you to witness firsthand how your advice and guidance can lead to meaningful, lasting changes in your clients lives. Achieve Greater Rewards: The transition from teaching or coaching to financial services could offer the potential for not only a more fulfilling career, but also the opportunity to grow personally and professionallywhile building a future that reflects your values and goals. Follow this link to hear more about Gina Cimineris Northwestern Mutual Experience: *************************************************************************** Our thriving office is located at: 600 Montgomery Street, Suite 1600, San Francisco, CA 94111 Meet Our Local Team: Michael Byrne Managing Partner: Time with NM: 18 years. Prior Experience: Started at Northwestern Mutual as a college intern while attending Maryville University of St. Louis, later serving as Field Director, Assistant Regional Manager, and ultimately being appointed Managing Partner. Passionate About: Lives with his wife and their three children, and three King Charles CavaliersRuby, Henry, and Quincy. Enjoys spending time at home and in Tahoe with his family, attending Giants games, and taking motorcycle trips across the country with friends. Marlin Adams District Director & Financial Advisor: Time with NM: 15 years. Prior Experience: Began as a Northwestern Mutual intern in January 2010 while at California State East Bay. Became a full-time Financial Advisor in June 2010, later serving as Field Director and Growth & Development Director before becoming District Director in 2022. Passionate About: A Bay Area native, married to his high school sweetheart. Enjoys traveling with their two children, is an avid Golden State Warriors fan, spends holidays at their lake house in Clearlake, and coaches cross country. Known as the essential commissioner of the office fantasy football league. Rocio Tapia, CFP Financial Advisor/Growth & Development Director: Time with NM: 17 years. Prior Experience: Began as a Northwestern Mutual intern in 2008 while attending San Jose State University, graduating with a degree in Business Finance. Transitioned to full-time advisor that same year and has since held multiple director roles. Passionate About: Lives in Redwood City with her husband and their two children. Born in Mexico and raised in the Bay Area, she loves traveling internationally with her family, visiting destinations such as Mexico, Costa Rica, Denmark, Thailand, Iceland, and the Philippines. Upcoming trips include Japan and Europe. Rahni Simpson Financial Advisor: Time with NM: 8 months. Prior Experience: Graduated from the University of Charleston with a degree in Music Performance. Founded an entertainment LLC blending drag performance with merchandise sales, with a focus on service industry professionals, creatives, and LGBTQ+ individuals. Passionate About: Enjoys cooking, family time, and helping performers and creatives achieve financial security with tailored strategies for unpredictable income. About Us: Northwestern Mutual San Francisco is a Top 10 Network Office recognized for excellence in advisor development and leadership in diversity, equity, and inclusion. Our mission is to help advisors and clients grow with intention, creating lasting financial security through integrated planning. Honored with awards such as the WealthManagement.com DEI Finalist, Forbes Best-In-State, and Training Magazine s APEX Award, we combine industry-leading training with a strong commitment to community investment and inclusive leadership. Position Responsibilities for a Financial Planner: Educate clients on financial planning and insurance options. Provide excellent customer service and build lasting relationships. Collaborate with a local, supportive team. Position Requirements: Strong communication and interpersonal skills. Goal-oriented with a desire to succeed. Life insurance license and FINRA certifications (or willingness to obtain). Our Unique Angle: Meticulous Training and Support: We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results. Position Perks: Significant bonus opportunity commensurate with outcomes Dental insurance Health insurance Life insurance Retirement plan Vision insurance Ongoing professional development Local culture of support and positive recognition Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Michael Byrne is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionBenefits: Stipend Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Healthcare Expertise into Financial Services with The Conrad District of Northwestern Mutual! Leverage Your Healthcare Background for a Rewarding Career: Build Direct Client Relationships: Professionals from healthcarewhether it's pharma, medical sales, or clinical rolesare drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries. Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether its helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives. Unlimited Growth Potential: As healthcare professionals understand the complexities of lifes important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career. A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape. Meet Our Lake Charles Leader, Jonathan Conrad: As a Financial Advisor and Field Director, Jonathan has dedicated 14 years to Northwestern Mutual, joining the company straight out of college. He has grown into a resilient leader, committed to mentoring and guiding new team members. Jonathan invests his experience and energy into helping others build successful careers, creating a positive impact on both his team and the broader community. Outside of work, Jonathan is a devoted family man with four children. He actively coaches his kids' sports teams and enjoys baseball and golf. He also serves as a pastoral counselor at St. Martin de Porres Catholic Church and participates in the Real Men Wear Pink campaign for the American Cancer Society. Jonathans leadership is defined by his dedication to others, both in his professional and personal life. He leaves a lasting impact through his mentorship and community involvement. About Us: Join the winning team at the Conrad District of Northwestern Mutual, where excellence meets community impact. Recognized as a top workplace in New Orleans and beyond, our network has earned prestigious honors, including New Orleans Top Workplaces 2024 and Reader Rankings Best Insurance Company 2023 . As the largest financial firm in Southwest Louisiana, boasting seven Certified Financial Planners (CFPs) within our district, we are committed to fostering growth and leadership development among our team. Our dedication extends beyond financial services, as we passionately support transformative community initiatives such as Up for Downs, Womens Leadership Academy, Alexs Lemonade Stand Foundation, and the Salvation Army. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Position Perks: Significant bonus opportunity commensurate with outcomes Dental insurance Health insurance Life insurance Retirement plan Vision insurance Ongoing professional development Local culture of support and positive recognition Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jonathan Conrad is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Hot Iron Health is looking for a Freelance Investor Relations Consultant with expertise in investor relations and financial communications within the healthcare industry. As a consultant, you will work closely with our team to develop and execute investor relations strategies, communicate financial performance and business updates to investors and analysts, and support capital raising activities. Here's some more information about Hot Iron Health. We're not your typical consulting firm. We're a community of specialized healthcare strategists, dedicated to delivering exceptional services in the pharmaceutical and biotechnology sectors. Unlike traditional consulting firms, we focus on eliminating complexity and providing tailored solutions that align with our clients' strategic objectives. Our members understand that work isn't guaranteed but is based on the unique scopes of our clients' projects. So, when we're busy, you could be too! Our projects are designed to challenge your expertise, allowing you to grow your portfolio while earning competitive rates. To learn more about Hot Iron Health and to apply, click here: ******************************************************** The only email domains utilized by Hot Iron Health and CrowdPharm **********************, @crowdpharm.com, ******************. To protect yourself against phishing scams, please do not respond to any other domain and correspondence portraying themselves as CrowdPharm outside of the two listed above.

**We're looking for candidates who are within a commutable distance to one of our locations: Nashville, TN; Fort Wayne, IN; Roseville, MN; Littleton, CO; or Las Vegas, NV** This is a remote position, and we're looking for a candidate who can work independently and thrive in a remote environment. The Financial Analyst is a key member of the Corporate FP&A team, responsible for delivering financial support and insights that help the organization achieve both its short- and long-term goals. This role will focus on the preparation, analysis, and reporting of key financial and operational metrics, enabling data-driven decision-making across the company. Working closely with FP&A business partners and cross-functional business units, the Financial Analyst will provide high-quality data, analysis, and strategic insights that support enterprise-wide initiatives. This role requires a detail-oriented, self-motivated professional with a strong foundation in financial reporting and analysis, as well as excellent communication and collaboration skills. The ideal candidate thrives in a fast-paced environment, enjoys taking on new challenges, and demonstrates a strong commitment to meeting deadlines and delivering results. This position reports directly to the Manager of Corporate FP&A. Responsibilities Monthly Management Reporting: Lead the monthly management reporting process by coordinating with business leaders to gather, consolidate, and analyze financial data. Budgeting & Forecasting: Support the development of annual budgets, rolling forecasts, and long-term financial plans, with a particular focus on capital expenditures (Capex). Timely Financial Reporting: Ensure the accurate and timely delivery of weekly, monthly, quarterly, and ad-hoc financial reports for internal stakeholders. Variance Analysis: Prepare and communicate variance analyses comparing actual results to budgets and forecasts, highlighting key drivers and trends. Strategic Financial Analysis: Evaluate proposed business initiatives, operational changes, and strategic opportunities to assess financial impact and provide actionable insights. Performance Monitoring: Analyze key performance indicators (KPIs), trends, and metrics to support data-driven decision-making by leadership. Executive Deliverables: Create clear and impactful presentations and reports to communicate financial findings to senior leadership. Cross-Functional Support: Collaborate with other FP&A team members on shared goals, special projects, and organizational priorities. Process Improvement: Continuously identify opportunities for process optimization, automation, and value-added analysis to enhance business performance. Ad-Hoc Analysis: Develop ad-hoc financial models and insights to support strategic initiatives and answer business questions. Pay range depending on experience: $81,000 - $101,300 + bonus potential Qualifications Proven experience in developing annual budgets and financial forecasts to support strategic and operational planning. Demonstrated ability to develop financial reports and conduct in-depth variance and performance analysis. Excellent communication skills, with the ability to present complex financial information in a clear, concise, and actionable manner. Strong analytical and problem-solving skills, with proficiency in leveraging technology to extract, manipulate, and interpret financial data. Team-oriented mindset with a commitment to collaboration and delivering high-quality, accurate work. Strong written and verbal communication skills, adaptable for both technical and non-technical audiences. Ability to think critically, anticipate business needs, and provide proactive insights. Highly organized with a proven ability to manage multiple projects and deadlines in a fast-paced environment. Self-motivated with a desire for professional growth and a willingness to take on increasing responsibility within the organization. Advanced proficiency in Microsoft Excel and PowerPoint; experience with financial systems such as PBCS, Hyperion (HFM), or other ERP tools is a plus. Requirements: Bachelor's degree in a business-related field; finance or accounting preferred. 1+ years' applicable work experience Physical Demands: This role requires the ability to work from home in a virtual environment, where the following is required: reliable high-speed internet access (hotspot not acceptable) dedicated distraction-free home work environment work is conducted primarily in a seated position with extensive use of office equipment. Work involves dealing with detail, accuracy, and extensive human interaction. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time Company Overview: CPI Card Group is a payment technology company and leading provider of credit, debit and prepaid solutions delivered physically, digitally and on-demand. CPI helps our customers foster connections and build their brands through innovative and reliable solutions, including financial payment cards, personalization and fulfillment, and Software-as-a-Service (SaaS) instant issuance. Learn more at ********************* Benefits: Competitive pay rates and an inclusive, empowering and rewarding culture. Solid benefits package including Medical, Dental, Vision, Long Term Disability, Short Term Disability, Life Insurance, Accident Insurance, Critical Illness Insurance, FSA, HSA, Vacation and Holiday Pay, Tuition Reimbursement and 401(k) with a competitive company match percentage. CPI is an Equal Opportunity Employer, including disability/vets. A complete background including drug screen is contingent upon hire. #HP

Job Description . About the Opportunity: Unlock Potential 360 is hiring entry-level sales professionals who want to start or grow their careers in remote sales. We have qualified leads and step-by-step training to help you succeed in a performance-based, commission-only role. If you're self-motivated and ready to work, we're ready to help you grow. Key Responsibilities: Conduct virtual consultations via phone or video with individuals who have requested information Identify client needs and offer tailored coverage solutions Follow up with prospects and manage your pipeline in our CRM Participate in ongoing training and mentorship sessions Work independently and meet individual performance goals What We Offer: Commission-based compensation with uncapped earning potential Warm, high-intent leads Remote work with flexible scheduling Access to ongoing coaching, scripts, and support Clear advancement path for motivated individuals Qualifications: No sales experience required-training provided Excellent communication and interpersonal skills Self-disciplined, goal-oriented, and coachable Comfortable using basic digital tools (Zoom, CRM) Must be legally authorized to work in the U.S. Life insurance license preferred (or willingness to obtain with guidance) Ready to take control of your time and income? Apply today to join Unlock Potential 360 and build a career that fits your goals and lifestyle. Job Types: Full-time, Part-time, Permanent Pay: $74,500 - $91,000 per year Benefits: Dental insurance Flexible schedule Health insurance Vision insurance Compensation Package: 1099 contract Bonus opportunities Commission only Commission pay Work Location: Remote

Who We Are Great Minds is a high-growth, mission-driven organization founded by educators in 2007. As a for-profit, Public Benefit Corporation, we believe all students deserve access to meaningful, challenging content-and all teachers deserve tools that are intuitive, effective, and built for the realities of today's classrooms. We develop high-quality, knowledge-rich math, science and ELA curricula grounded in research and designed in collaboration with educators. Our materials reflect real classroom needs and are built to drive lasting student outcomes. We are committed to usability, coherence, and practical implementation-supporting teachers not just through curriculum, but with professional learning, purposeful technology, and responsive service that enable strong adoption and impact. What We Build Our products-Eureka Math and Eureka Math², Wit & Wisdom, PhD Science, Geodes, and the newly launched Arts & Letters ELA-are trusted by thousands of schools and districts nationwide. Eureka Math is the most widely used math curriculum in the U.S., and is focused on balancing conceptual understanding, procedural fluency, and application. Wit & Wisdom and Arts & Letters ELA™ anchor our reading strategy with content-rich, grade-level instruction that integrates literature, history, and the arts, grounded in the science of reading. Geodes complements our reading suite with decodable texts that pair phonics with meaningful content to support early literacy. PhD Science is a hands-on K-5 Science program that sparks curiosity as students build enduring knowledge of how the scientific world works. These programs reflect a shared belief in high expectations, joyful rigor, and deep respect for educators and students. Where We're Headed Great Minds is entering a new stage of growth and product maturity. We are focused on building more connected, customer-informed experiences across the full educator journey-from curriculum to professional learning to platform and support. Our long-term vision is to become a true partner in impact-not just delivering curriculum, but supporting educators in achieving outcomes at scale. Job Purpose Reporting to the Corporate Strategy leadership team, the Lead Corporate Strategy Analyst will play a critical supporting role in advancing Great Minds' long-term strategic initiatives. This role is responsible for conducting market and competitive research, analyzing internal performance data, and generating insights that support strategic decision-making. The Analyst will work closely with cross-functional teams and senior leaders to contribute to strategic planning efforts, partnership evaluation, and data-driven business cases. This is an ideal role for an early-career professional with strong analytical skills, intellectual curiosity, and a desire to grow in a strategic function within a mission-driven organization. Responsibilities Conduct research and analysis on market trends, competitors, and industry dynamics to inform strategic priorities Support the development of long-term strategic plans and annual operating plans through financial modeling, data analysis, and internal KPI tracking Assist in identifying and evaluating potential partnerships, M&A targets, new market opportunities, and strategic initiatives Build dashboards, reports, and presentations to communicate insights to leadership in a clear and compelling way Collaborate with cross-functional teams to gather data and support implementation of strategic projects Contribute to the preparation of board materials, strategy documents, and internal communications Assist in modeling scenarios and business cases that inform investment or strategic decisions Help track and monitor progress against strategic goals and report on key outcomes Job requirements Requirements 3+ years of experience in corporate strategy, management consulting, investment banking, or a similar analytical role Strong analytical and quantitative skills, with proficiency in Excel, constructing financial models, and data visualization tools (e.g., Tableau, Power BI) Excellent research and synthesis skills, with the ability to draw insights from complex data and translate them into clear narratives Strong written and verbal communication and presentation skills; able to build professional-quality slide decks and internal memos Collaborative mindset and ability to work effectively across teams in a fast-paced environment High attention to detail, organization, and follow-through Intellectual curiosity and a desire to learn and grow within a strategic function Preferred Experience in the K-12 education sector, edtech, or mission-driven organizations Familiarity with business case development, financial modeling, or strategic planning processes Interest in public education and a belief in the power of high-quality curriculum Required Education Bachelor's Degree Status Full-time Location Remote position; must be based in Boston Metropolitan Area The expected base salary range for this position is $94,000-$107,000, however the offered salary may be higher or lower than the above range dependent on numerous factors including, but not limited to location, work experience, skills and internal equity considerations. The base salary is not inclusive of benefits or other incentives. A cover letter and resume are required to be considered for this position. New employees will be required to successfully complete a background check. Any communication to applicants relating to the Great Minds hiring process will only come from email addresses with the domains greatminds.org or greatminds.recruitee.com. If in the course of the application or hiring process with Great Minds you are contacted through another domain, are requested to provide banking or other sensitive information, or you note any other suspicious activity, please contact *********************** Great Minds is an equal opportunity employer. We will extend equal opportunity to all individuals without regard to race, religion, color, sex (including pregnancy, sexual orientation, and gender identity), national origin, disability, age, genetic information, or any other status protected under applicable federal, state, or local laws. Our policy reflects and affirms the organization's commitment to the principles of fair employment and the elimination of all discriminatory practices. All done! Your application has been successfully submitted! Other jobs

JobID: 210675615 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $22.83-$31.25 At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion As an Unlicensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry. Job Responsibilities * Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone * Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs * Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transaction * Document all client interactions and meeting all regulatory requirements around these activities Required qualifications, capabilities, and skills * FINRA Securities Industry Essentials (SIE), Series 7 and 63 (or equivalent) must be obtained within 90 days of employment * Strong compliance record in prior position(s) and ability to hold a registration in all 50 states * Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment * Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change * Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships Preferred qualifications, capabilities, and skills * Bachelor's degree preferred or equivalent experience * 2 years of relevant financial services or brokerage experience * Flexibility, self-motivation, coachability, and passionate for helping people * Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base Additional information: * Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days. * Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days).

Job Description Work from home, learn from top mentors, and build a career that rewards your effort. You'll Do: Virtual client meetings using proven systems. Learn how to create financial protection plans. Plug into mentorship that shortens your learning curve. What's Offered: Unlimited commissions + bonuses. Health, dental, and vision options. Part-time or full-time flexibility. This role is perfect for those ready to control their income - not be capped by it. Who Thrives Here People who are: Coachable and willing to follow a proven process. Self-driven and goal-oriented. Good communicators who care about helping others. Looking for long-term stability and income growth, not another short-term job. No financial or sales experience is needed - our training covers everything. Licensing can be completed online in 1-2 weeks, and we'll guide you through it. Why Apply Now Most people spend years searching for a career that offers both income and lifestyle freedom. Here, you can build both - backed by real mentorship and an award-winning company culture. If you've been craving a way to work from home, create flexibility, and make a difference for families while doing it, this could be your chance. No scripts. No hype. Just a real opportunity to grow - on your terms. Apply today, and we'll set up a short conversation to see if it's the right fit. Requirements18+ and authorized to work in the U.S. 100% Uncapped Commission 1099 Able to pass a background check and complete licensing (3-7 days, we'll guide you through it every step of the way). Prior experience in sales, customer service, leadership, or training is a plus-but not required. Comfortable working remotely and independently. BenefitsAll-Expenses-Paid Vacations - Travel to dream destinations like Puerto Rico, Italy, Portugal, Mexico, and more-fully paid based on performance. Work-from-Anywhere Flexibility - 100% remote with control over your schedule and income. Earn Time & Money - System-driven income model gives you the power to create both financial freedom and time freedom. True Agency Ownership - Build your own business with real contractual ownership. Legacy Business Transfer - Pass your agency to a loved one and create generational wealth. Free Life Insurance - One full year of coverage included for qualifying agents. Up to $500,000 in Life Coverage - Access large term coverage (up to 30 years) as a benefit. Health Benefits Access - Affordable medical, dental, and vision coverage available through a partner provider. Award-Winning Culture - Named a top company culture by Entrepreneur and a fastest-growing company by Inc. 5000. • • Mentorship & Training - Plug into proven systems and real-time coaching to level up fast.

Apply Description We are looking to grow our team! RevCycle has been in business for over 30 years, and we are extremely focused on developing our employees allowing them to reach their full potential! Work remotely or from our Marshfield, WI office location. Position Summary: This position is responsible for managing pre-service insurance reviews for our healthcare clients. Representatives will work in a company office or home office environment. The Representative will manage inquiries and concerns related to insurance with the goal of processing each account with accuracy to facilitate successful insurance registration and claims processing. They will learn through classroom training, on-the-job experience and management guidance. They will operate with minimal management guidance to exceed Key Performance Indicators for incoming and outgoing calls, and call review scores. This role is expected to follow company and client policies, procedures, and applicable laws. Hours: Full Time, Mon-Fri 8:00 AM-5:00 PM CST (9:00 AM-6:00 PM EST) Benefits: Paid Medical insurance includes personalized assistance to select from any qualified options in the marketplace. This enables you to select a plan which is most likely to enable you keeping coverage for things most important to you (i.e., Dr., clinic, meds). Additional options for Dental/Vision, paid short-term disability and life insurance benefits. Generous PTO (3 weeks per year) plus holiday pay and make-up time benefits begin within month three of employment 401K Company shares profits through an annual discretionary bonus which employees can have in full or deposit (some or all) into their 401k. Essential Duties and Responsibilities: Take calls from patients, insurance companies, and other outside facilities to resolve complex insurance issues Answers insurance questions on eligibility issues Uses of required scripts/verbatims, skillfully navigating guidelines to maximize potential recovery on each call Meets Key Performance Indicators for accuracy in navigating health plans, outbound calls, and inbound calls. Maintains and performs working understanding of account documentation requirements including notes and codes, making few errors, and requiring less assistance Skillfully works within the systems and programs used for client services in real time Adheres to company Core Values and Strategic Anchors Exceeds performance threshold in annual and/or other performance reviews Required Knowledge, Skills and Abilities: Prior work experience in a call center and healthcare customer service setting is preferred Familiarity with Artiva and Cerner Soarian application is preferred Working knowledge of medical billing and coding is preferred Prior work experience in a medical office and/or general understanding of health insurance is preferred Prior Supervisory experience is welcome in this growing company Able to communicate clearly, both verbally and in writing, and utilize proper grammar and telephone etiquette and provided electronic tools Able to navigate multiple computer applications and databases. Able to communicate on the phone and navigate multiple computer systems simultaneously Reliable and responsible. Arrives on time and uses time productively Possesses and demonstrates professional judgement and client services business acumen Understands sensitive personal information (SPI) and sensitive consumer information (i.e., Protected Health Information (PHI)) while maintaining the confidentiality of this information Able to use tools provided to compute basic math calculations using addition, subtraction, multiplication, division, and percentages Self-motivation and committed to career success Education and Experience, Other: High School Diploma or equivalent (i.e., GED) required. Work Environment: Employee works in a company office and/or home office and sits at a desk during regularly scheduled work hours. Employee will work with an online team utilizing screen monitoring and/or video conferencing. Employee answers and makes telephone calls using a computerized telephone; types on a standard keyboard; reads and comprehends information from a computer terminal and/or written resources. Employee may occasionally be required to stand or walk short distances along with bend or twist to access lower and higher desk drawers.

Yellowstone Life Insurance Agency, LLC, an Integrity Company, is currently seeking a Virtual Financial Advisor to join our team. As a Virtual Financial Advisor, you will provide personalized financial advice and solutions to clients to help them reach their financial goals. This is a remote position, allowing you to work from the comfort of your own home. In this role, you will be responsible for building and maintaining relationships with clients, assessing their financial needs, and recommending appropriate investment and insurance products. You will guide clients through the financial planning process, helping them make informed decisions about their investments, retirement planning, and insurance coverage. As a Virtual Financial Advisor, you will have access to our comprehensive suite of financial products and resources to assist you in providing top-notch service to your clients. You will collaborate with a team of experienced professionals to ensure that clients receive the best financial advice and solutions. This is a great opportunity for a motivated self-starter with excellent communication skills and a passion for helping others achieve their financial goals. If you are someone who thrives in a remote work environment and enjoys working independently, this could be the perfect opportunity for you! Responsibilities: Build and maintain relationships with clients, acting as their primary point of contact for all financial matters. Assess clients' financial needs and goals through thorough analysis and consultation. Recommend suitable investment and insurance products based on clients' risk tolerance, time horizon, and financial objectives. Create and present customized financial plans to clients, outlining their current financial situation and proposing strategies to help them achieve their goals. Monitor clients' investment portfolios and make recommendations for adjustments as needed based on market conditions and clients' changing circumstances. Stay up-to-date with industry trends and regulatory changes to ensure compliance with all relevant regulations and guidelines. Requirements A minimum of 2 years of experience in financial planning or a related field. Strong knowledge of investment products, retirement planning strategies, and insurance solutions. Excellent interpersonal and communication skills, with the ability to build rapport with clients and explain complex financial concepts in a clear and concise manner. Ability to work independently and remotely, with a high level of initiative and self-motivation. Series 7 and Series 65 or 66 licenses required. Bachelor's degree in finance, economics, or a related field preferred. Benefits Freedom & ability to work virtually