Finance planner jobs in Kendale Lakes, FL - 421 jobs

Foundry Commercial was created to be a different kind of real estate company. Our motto - “It's Personal” - rings true in everything we do… we value authentic human experiences. At Foundry Commercial, there is a strong sense of community. From wellness fairs to ugly Christmas sweater parties to company fundraisers, Foundry associates lean in to support one other and the causes that are important to us. We bring a sense of teamwork, collegiality, and diversity to all that we do. At the heart of it all is trust and respect. These two things drive everything else. We have built a place where people truly know each other, celebrate together, learn together, and live life alongside each other. Foundry Commercial is currently seeking a Senior Analyst to join our Development and Investments (“D&I”) team in Boca Raton, Florida. We are looking for a motivated investment professional possessing a passion for real estate, strong financial skills, business acumen and leadership. The primary focus of this role will be analyzing and executing commercial real estate acquisition and development opportunities in industrial, office, healthcare and retail product types across Florida, Texas, Nashville, Atlanta, and the Carolinas. This is a great opportunity to develop the following: Solid foundation in the technical skills (quantitative and qualitative) required to analyze real estate investment opportunities; Ability to think strategically through the investment strategy and inherent risks and opportunities of an investment; Complete understanding of our investment process (analysis/underwriting, capitalization, approvals, asset management, and portfolio/fund management) by learning, implementing, and managing it; Deep appreciation for the level of attention to detail and organization required to successfully analyze, capitalize and execute both acquisition and development opportunities; and Broad exposure to numerous deals and the Foundry platform - our Analyst and Associate team benefits from exposure to over 100 deals annually in multiple product types across multiple markets while working with Deal Principals, Asset Management, Project Management, Accounting, Property Management and Brokerage teams. Essential Job Functions: Analyze and review offering materials, leases, operating statements, development budgets, equity and debt term sheets, third party due diligence reports, etc. Acquire and analyze key property and market information by gathering information from deal leads, brokers, property managers, etc. Develop advanced financial models and analysis using Argus and MS Excel. Prepare investment committee memos, equity/debt packages, presentations and reports for investors and lenders. Direct the gathering, organizing, and presenting of demographic, economic, and real estate market research, draw objective conclusions, and make recommendations. Execute the investment process, including underwriting, capitalization, due diligence, and closing. Contribute in the due diligence and closing process including review and tracking of due diligence requirements, third party reports, property/tenant information, JV and debt documentation, and closing statements. Aid on special projects and complete other duties as assigned. Ability and desire to work both independently and collaboratively in group settings amongst the team of analysts/associates within the “Deal Hub”. Education and Experience Requested: Analyst - Must have an Undergraduate degree, with an emphasis in Finance or Real Estate, internship and graduate degree preferred. Senior Analyst - Full-time commercial real estate work experience required. Undergraduate degree in finance or real estate required. Undergraduate degree in finance or real estate and graduate degree preferred. Proficiency in Excel and Argus is required - ability to conduct data analysis and real estate financial modeling, including complex debt and equity partnership structures. Proficiency in analytical writing - ability to effectively communicate and present well-reasoned and data-supported thoughts and ideas to a variety of audiences. Proficiency in AI tools including ChatGPT to assist in data analysis, efficiency, and creative problem solving. Relentless attention to detail with strong research, analytical and problem-solving skills. Excellent organizational, interpersonal, and oral/written communication skills. Ability to develop and maintain positive relationships with colleagues, managers, lenders, partners, and third parties. Effective time manager - ability to consistently manage multiple projects with accuracy, set priorities, and meet deadlines. Extremely high energy, fast-paced and driven to succeed. Foundry Commercial is an Equal Opportunity Employer Foundry Commercial is an equal opportunity employer and makes employment decisions on the basis of merit. We want to have the best available person in every job. It is the policy of Foundry Commercial to grant equal employment opportunities to all qualified persons without regard to race, color, creed, sex, religion, age, national origin, marital status, sexual orientation, citizenship, physical or mental disability that does not prohibit performance of essential job functions, veteran's status, or any other conditions or identifications against which discrimination is prohibited.

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

As a Banana Republic Client Advisor, you will create aspirational and on trend looks that enhance the customer's emotional connection to the brand. You are an expert on styling and fashion, with a thorough understanding of designers, brands, and seas Client Advisor, Advisor, Designer, Client, Retail, Banking

Acne Studios is a progressive luxury house and through collaboration and curiosity, we set high aspirations and strive for excellence. We value everyone's contribution and embrace feedback to develop ourselves and others. We aim to minimize our environmental impact across all our operations and to address societal challenges in the way we conduct our business. We are looking for a full-time Client Advisor for our Acne Studios Miami Design District store. As Client Advisor at Acne Studios you will work collaboratively with your team to establish and nurture loyal and engaging customer relationships, drive sales and positive business outcomes in which your service and attentiveness take center stage. CULTURE OF COLLABORATION We firmly believe that when you feel supported, included, and trusted, it enables you to enjoy your work and thrive in it. You will be a part of a team of colleagues with diverse roles and backgrounds, each with their unique skills and experiences. WHAT YOU WILL DO Your main contribution will be to care for our customers in the store but also through the whole customer cycle. To ensure your success in this role, we provide training and coaching in luxury sales, service, and clienteling, according to our cutting-edge approach to client experience. You take care of our valued customers at the store and will play a vital role in delivering an excellent customer experience by: Managing and executing omni channel services Welcoming and guiding customers through a smooth customer cycle tending to all details and providing them with the best-in-class client experience Achieving sales, conversion, and clienteling targets Upholding administrative procedures and skillfully managing our inventory WHO YOU ARE You have high aspirations and focus on details that create substantial impact. You enjoy working as a team and you embrace feedback to develop yourself and others. You are curious and thrive in a dynamic environment. Cooperation, respect, and clear communication are important, along with your ambition to learn and grow. If these qualities speak to you, we would love to have you on our team. Specific personal qualities for this role: Interpersonal and communication skills to provide excellent service and build strong relationships with customers Ability to identify customer needs, cross-sell products, and close sales to achieve individual and store sales targets Responsive with an ability to resolve customer concerns or issues in a professional manner Specific experience and knowledge for this role: Previous customer-facing role within the retail or hospitality industry Proven ability to drive sales and exceptional customer service Customer relationship management (CRM) and clienteling Fluent in English, which is a prerequisite for this position (and additional languages based on the market requirements) Fluent in Mandarin preferred What matters most to us is not whether you master all the listed knowledge and skills. We are dedicated to recognizing the potential in each individual. We embrace diversity of people as well as ideas and viewpoints and encourage everyone's individual expression of their own identity. We may perform background checks for this position.

Miami, Florida;Palm Beach, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************* **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America 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 Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. 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. **Responsibilities:** + Leads the Client Process Management Process within the client team to identify new business development opportunities + Sources new clients in alignment with the bank's established risk appetite + Leads the client team to deliver meaningful interactions and a Branded Client Experience + Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs + Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages use and adoption of digital capabilities to enhance the client and client team experience + Builds relationships with internal and external partners and centers of influence **Required skills:** * 12+ years of private banking or complex financial services experience OR equivalent financial services/business experience * Responsible for driving new business development for target client segment ($3MM++ investable assets) * Present to clients a holistic approach, leveraging the entire Private Bank platform * A high touch, client-focused individual with exceptional interpersonal skills * A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client * Ability to influence; proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must * Must be a skilled negotiator * Ability to work and identify the need for team specialists; collaborate closely with other team members * Takes on a leadership role on the team and within the business community * Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date) **Desired skills:** * MBA or Post-Graduate Degree preferred * CFP, CPA, CFA, CTFA, CFM or JD a significant plus **Skills:** + Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening + Attention to Detail + Collaboration + Decision Making + Loan Structuring **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

A TAG HEUER CLIENT ADVISOR IS… …A PERFORMANCE-DRIVEN SALESPERSON WHO CONSISTENTLTY SEEKS TO ACHIEVE SALES TARGETS THROUGH SELLING TECHNIQUES & COLLABORATION Plays a central role on the sales floor, increasing boutique sales and achieving the objectives, by working on his/her own KPIs, always delivering memorable experiences & services in store Supports colleagues & other team members in the boutique Always has omnichannel sales in mind to ensure the best client experience (taking into consideration all possible clients' touchpoints) Proposes new ideas to develop sales (merchandising, events, product mix…) …A CLIENT DEVELOPMENT SPECIALIST WHO LEVERAGES ALL AVAILABLE RESOURCES TO BUILD LONG-LASTING PERSONAL CONNECTIONS WITH CLIENTS Embodies TAG Heuer's brand DNA and acts as a passionate Brand Ambassador in and outside the boutique, especially at events Achieves individual clienteling objectives (number of outreaches, appointments, sales from appointments…), leveraging all the tools provided Ensures qualitative client data collection and leverages the data to address clients in a personally relevant way, capitalizing on all opportunities to grow the business Communicates the brand story & DNA in an inspiring way, as well as advantages and technical details to build trust and long-lasting relationship …AN ACTIVE CONTRIBUTOR TO OPERATIONS EXCELLENCE WHO RESPECTS RETAIL & ADMINISTRATIVE PROCESSES ON THE FLOOR Contributes to all daily processes under the supervision of the Boutique management (inventory, cash, security, store opening and closing…) Leverages properly all tools (CEGID, Salesforce) and performs VM Coordinates Aftersales operations until the return of the watch Applies rigorously all guidelines related to grooming, attitudes, and Visual Merchandising (window animation, product presentation, catalogues…) Contributes to a positive, inclusive and supportive work environment Contributes to the store maintenance Ensures compliance with internal control policies Job Responsibilities HARD SKILLS Knowledge of luxury retail environment (minimum 2 year-experience) Knowledge / passion for watches, new trends in lifestyle, new technologies and sports Fluent in English + local language, a third language is a plus Selling skills: client discovery, product presentation, storytelling, upselling, handling of objections, sales closing, etc. Understanding of sales KPIs: traffic, conversion, sales in volume and value, ASP, mix of sales… Knowledge of Client and Clienteling KPIs Knowledge of digital tools Knowledge of / interest for Brand DNA, history & collections Knowledge of Front and Back tools Knowledge of (Brand) Retail Procedures Soft Skills Client-centric mindset, focused on recruiting new clients and growing the active client base, nurturing long term relationship with clients Open minded, excellent interpersonal and communication skills Energetic, self-motivated, action and results-oriented Self-starter, able to work effectively in a fast-paced and dynamic environment Adaptable to changes, flexible, able to bring up new ideas and solutions Team spirit, high integrity and transparency Ability to represent the Maison in & outside the store, great presentation skills Digitally savvy, fast learner and rigorous Salary is commensurate with experience: $19.00 - $22.00 per hour plus commission and quarterly bonus. Employee benefits: At our Maison, we offer a generous and comprehensive benefits package including medical insurance, bonus or commission structure, paid time off, retail holiday pay, 401k, automatic employee contribution, employee assistance programs and more. Equal Employment Opportunity Our Company values diversity and provides equal employment opportunities to all employees and applicants without regard to race, color, religion, religious creed, national origin, ancestry, citizenship, sex, gender (including gender identity and expression), pregnancy, age, sexual orientation, physical or mental disability, medical condition, genetic information, sexual orientation, marital status, familial status, veteran status, or any other legally protected status under applicable federal, state or local laws. This policy applies to all terms and conditions of employment, including but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, and to perform crucial job functions.

Job DescriptionSalary: Tobias Financial Advisors is an independent, fee-only wealth management firm founded in 1980 with a simple guiding principle: always act in our clients best interests. We partner with successful individuals, families, and business owners to deliver integrated financial planning, proactive tax strategies, and long-term guidance through lifes transitions. Our collaborative, client-first culture drives everything we do, from how we serve clients to how we support and develop our team. Why Join Us As part of our team, youll have the opportunity to make a meaningful impact on clients lives while growing your career in a supportive, education-focused environment. We offer fully paid medical coverage, unlimited PTO, and ongoing professional development support, including certification reimbursement and association memberships. Position Summary Were looking for a passionate and driven Wealth Advisor to manage client relationships, lead planning engagements, and contribute to firm-wide initiatives. This role is ideal for someone who thrives in a collaborative environment, enjoys solving complex financial challenges, and wants to grow with an established, values-driven firm. What Youll Get to Do Lead and deepen relationships with new and existing clients Develop comprehensive financial plans that align with clients goals Build investment policy statements and conduct ongoing portfolio reviews Identify tax planning opportunities and collaborate with CPAs and planning associates Research and provide recommendations on estate planning, investments, and Social Security strategies Participate in business development, including attending client events and engaging Centers of Influence Contribute to firm initiatives and mentor junior team members (as applicable) What Were Looking For Bachelors degree CFP certification Minimum 35 years of financial planning experience within a wealth management or financial advisory firm Experience managing client relationships and presenting complex planning concepts Proficiency with financial planning and CRM software (e.g., MoneyGuidePro, Salesforce) Strong analytical skills, attention to detail, ethical decision-making, and a commitment to fiduciary standards Compensation & Benefits Competitive salary + performance-based incentive compensation Fully paid medical, dental and vision coverage Unlimited PTO 401(k) and profit-sharing plan Professional development support (tuition reimbursement, certification expenses, association dues) Applicants must be able to pass a background check. Current or previously registered Investment Advisor Representatives (IARs) should have no regulatory disclosures or disciplinary actions in their history. Tobias Financial Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment where all employees can succeed.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. Job Responsibilities Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates Create mandates for discretionary accounts Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team Work with Team Leader to monitor Client Advisor loadings. Submit and monitor fee schedules and billing Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct Required Qualifications, Capabilities, and Skills Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Bachelor's Degree required One plus years of industry related experience Exceptional follow-up and follow-through skills PowerPoint and Excel expertise Preferred Qualifications, Capabilities, and Skills Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software Experience and interest in financial markets and concepts Excellent interpersonal skills Self-starter, extremely organized and detail-oriented with strong commitment to accuracy

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's International Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Professional in the International Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. Job Responsibilities Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates Create mandates for discretionary accounts Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team Work with Team Leader to monitor Client Advisor loadings. Submit and monitor fee schedules and billing Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct Required Qualifications, Capabilities, and Skills Fluent in Portuguese Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Bachelor's Degree required One plus years of industry related experience Exceptional follow-up and follow-through skills Preferred Qualifications, Capabilities, and Skills Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software Experience and interest in financial markets and concepts Excellent interpersonal skills Self-starter, extremely organized and detail-oriented with strong commitment to accuracy

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

Job DescriptionDescription: We are seeking a Corporate Financial Analyst to support financial planning, reporting, and treasury analysis in a public-company environment. This role will work closely with Finance, Treasury, Accounting, and Investor Relations to deliver high-quality financial analysis, support SEC reporting, and evaluate capital allocation decisions related to both fiat and digital assets. The ideal candidate combines strong corporate finance fundamentals with comfort analyzing crypto-related balance sheet activity under public-company accounting and control standards. Financial Planning & Analysis (FP&A) Prepare and maintain financial models supporting budgeting, forecasting, and long-range planning Analyze operating expenses, liquidity, and capital structure impacts Support scenario analysis related to market volatility, interest rates, and digital asset price movements Partner with functional leaders to track performance against financial targets Treasury & Digital Asset Analysis Analyze treasury positions including cash, marketable securities, and digital assets Support evaluation of capital allocation strategies, including asset acquisition, custody, and liquidity management Monitor digital asset valuation, impairment considerations, and accounting impacts under US GAAP Assist in assessing counterparty, custody, and liquidity risks related to digital assets Public Company Reporting & Controls Support quarterly and annual SEC filings (10-Q, 10-K, earnings materials) through financial analysis and tie-outs Assist with management reporting, variance explanations, and earnings support schedules Ensure analyses align with SOX controls, internal policies, and audit requirements Coordinate with Accounting on close processes, journal support, and disclosure requirements Investor & Management Support Prepare analytical materials for senior management, Board presentations, and Investor Relations Support earnings preparation, including KPI analysis and financial narratives Respond to ad-hoc analytical requests related to market conditions, capital markets activity, or treasury strategy Other duties as assigned by manager or designee. Requirements: Bachelor's degree in finance, Accounting, Economics, or related field 2-5 years of experience in FP&A, corporate finance, investment banking, or public accounting Strong financial modeling and Excel skills Solid understanding of US GAAP and public company reporting requirements Experience working with quarterly closes and tight reporting timelines Experience at a publicly traded company or Big 4/public accounting background Exposure to treasury functions, capital markets, or balance-sheet-heavy businesses Familiarity with digital assets, crypto accounting, or financial instruments CPA, CFA, or progress toward certification

The Corporate Finance Analyst is responsible for supporting the Corporate Finance, Capital Markets and Treasury functions by providing financial modeling and data analysis. This position will be responsible for building, maintaining and update financial models, carry out data and financial statement analysis, and supporting the negotiation and execution of capital markets transactions. This position requires a high degree of accuracy as the information provided by the Corporate Finance Analyst will be used to support strategic growth initiatives of the company and will be reviewed by senior management. Responsibilities Build and maintain complex financial models to perform analyses under different operating scenarios using input from management and public sources and conduct in-depth fundamental, financial and operational due diligence and analysis on new business forecasts, opportunities, investments and acquisitions Perform valuation and financial analyses, including DCF, project financing, trading comparable, precedent transactions, pro-forma projections and LBO analyses to provide the information needed to evaluate other corporate development and investment opportunities Participate in day-to-day deal execution, interacting with senior deal team members, management team, bankers, consultants, JV partners, legal counsel, transaction counterparties and other advisors Support due diligence activities including preparing virtual data rooms, tracking and coordinating the information flow across functional areas of the company, and reviewing and analyze information including the use of 3 rd party tools to provide additional data analytics Prepare descriptive memorandums, management presentations, board presentations, and other materials and collaborate with senior management on presentation materials for ratings agencies, prospective investors, lenders, capital providers, and other key parties Analyze market trends, competition and industry news. This job description reflects the position's essential functions; it does not encompass all of the tasks that may be assigned. Qualifications EXPERIENCE, EDUCATION, AND CERTIFICATIONS A bachelor's degree from a four-year college/university in an analytical and/or business-oriented major (Finance, Business or Accounting) is required. At least one (1) year of work experience in a high-paced environment focusing on qualitative and quantitative analysis. Previous experience in gaming, private equity, investment banking, M&A, strategy consulting firm, corporate finance or corporate development industries is preferred. MBA, CFA or CPA is desirable SKILLS Very strong financial modeling/valuation and analytical skills, including DCF, LBO, trading comparables, precedent transactions, three-statement models and combined pro forma models Knowledge of corporate finance and accounting Experience analyzing company financials Ability to confidently and comfortably interact with a broad spectrum of parties, senior management, operational, legal and technical areas of the company, and external parties including partners, financial institutions, legal counsel and others in a professional and mature manner Deeply analytical and thoughtful in analyzing a company's financials and growth prospects. Exceptional Excel/modeling/forecasting skills are essential, as is advance knowledge of Word, PowerPoint and Outlook. Must have strong understanding of accounting, valuation, and financial statements Must be a VERY organized, detail-oriented team player and be able to work in a fast-paced, entrepreneurial environment Self-motivation and strong work ethic are vital. Must maintain robust multitasking abilities, service-oriented personality, be stress resistant, and possess an intellectual curiosity with an investigative mind Understanding of worldwide gaming markets, performance and regulations. Multiple language abilities a plus; fluency in English required. Must possess strong communication and listening skills, excellent speaking, reading and writing. Comprehend and use technical or professional language, either written or spoken, to communicate complex ideas. Ability to effectively pitch and present information in one-on-one and group situations to media, customers, clients, partners and other employees of the organization. Ability to perform complex quantitative calculations or reasoning using algebra, geometry, statistics, or abstract symbols. Ability to use logic to define problems, collect information, establish facts, draw valid conclusions, interpret information and deal with abstract variables for unique or unfamiliar situations. Strong organizational skills. Technology savvy. We can recommend jobs specifically for you! Click here to get started.

Manages the function responsible for the preparation and distribution of financial statements for the organization. Ensures that all reports and disclosures comply with applicable governmental regulations, professional standards, and organizational policies. Essential Duties and Responsibilities: * Serves as the Financial Planning and Analysis (FP&A) lead for balance sheet and income statement monthly and quarterly forecast in partnership with the bank finance and asset liability management teams * Engage with the various line of businesses and support areas to implement the technology and investment board financial proforma review process * Build reporting tools, and macro excel workbooks to enhance the financial management analytics and data tracking processes * Manage the development and implementation of new or revised policies and procedures as required for fiscal tracking and reporting. * Performs all other duties as assigned Supervisory Responsibilities: 1. Directly responsible for directing, coordinating, and evaluating designated units or certain personnel in accordance with the organization's policies and applicable laws. Responsibilities may include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; providing pay change recommendations; disciplining employees; addressing complaints and resolving problems. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: 1. Bachelor (4-year college) degree and 12+ years of experience or equivalent combination of education and experience About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Tobias Financial Advisors is an independent, fee-only wealth management firm founded in 1980 with a simple guiding principle: always act in our clients' best interests. We partner with successful individuals, families, and business owners to deliver integrated financial planning, proactive tax strategies, and long-term guidance through life's transitions. Our collaborative, client-first culture drives everything we do, from how we serve clients to how we support and develop our team. Why Join Us As part of our team, you'll have the opportunity to make a meaningful impact on clients' lives while growing your career in a supportive, education-focused environment. We offer fully paid medical coverage, unlimited PTO, and ongoing professional development support, including certification reimbursement and association memberships. Position Summary We're looking for a passionate and driven Wealth Advisor to manage client relationships, lead planning engagements, and contribute to firm-wide initiatives. This role is ideal for someone who thrives in a collaborative environment, enjoys solving complex financial challenges, and wants to grow with an established, values-driven firm. What You'll Get to Do Lead and deepen relationships with new and existing clients Develop comprehensive financial plans that align with clients' goals Build investment policy statements and conduct ongoing portfolio reviews Identify tax planning opportunities and collaborate with CPAs and planning associates Research and provide recommendations on estate planning, investments, and Social Security strategies Participate in business development, including attending client events and engaging Centers of Influence Contribute to firm initiatives and mentor junior team members (as applicable) What We're Looking For Bachelor's degree CFP certification Minimum 3-5 years of financial planning experience within a wealth management or financial advisory firm Experience managing client relationships and presenting complex planning concepts Proficiency with financial planning and CRM software (e.g., MoneyGuidePro, Salesforce) Strong analytical skills, attention to detail, ethical decision-making, and a commitment to fiduciary standards Compensation & Benefits Competitive salary + performance-based incentive compensation Fully paid medical, dental and vision coverage Unlimited PTO 401(k) and profit-sharing plan Professional development support (tuition reimbursement, certification expenses, association dues) Applicants must be able to pass a background check. Current or previously registered Investment Advisor Representatives (IARs) should have no regulatory disclosures or disciplinary actions in their history. Tobias Financial Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment where all employees can succeed.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's International Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Professional in the International Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. Job Responsibilities Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates Create mandates for discretionary accounts Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team Work with Team Leader to monitor Client Advisor loadings. Submit and monitor fee schedules and billing Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct Required Qualifications, Capabilities, and Skills Fluent in Portuguese Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Bachelor's Degree required One plus years of industry related experience Exceptional follow-up and follow-through skills Preferred Qualifications, Capabilities, and Skills Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software Experience and interest in financial markets and concepts Excellent interpersonal skills Self-starter, extremely organized and detail-oriented with strong commitment to accuracy

We believe Bank of America can do more for our clients than any other financial services firm. We understand the challenges our clients face around the world, and we use the full resources of our company to help them achieve their goals. Our solutions span the complete range of advisory, capital raising, banking, treasury and liquidity, sales and trading, and research capabilities. Our Global Corporate & Investment Banking business focuses on building long-term relationships with more than 3,000 large U.S. and multinational corporations, financial institutions and financial sponsors. We provide strong advisory expertise, capitalizing on powerful mergers and acquisitions, corporate banking, treasury, debt and equity product expertise to deliver integrated financial solutions. Within a focused industry or product group, summer analysts help orchestrate capital raising and strategic advisory transactions. Our Summer Analyst program is designed to offer you a broad and exciting experience of work as a full time Investment Banking analyst. During the summer you will be placed within one of our industry, country or product coverage teams. Your training and development is our top priority with extensive formal training offered at the start of the program in addition to on the job support, educational speaker events and mentorship throughout. As a summer analyst, your key tasks and responsibilities may include but are not limited to: * Developing and maintaining complex financial models * Performing various financial analyses, including valuations and merger consequences * Conducting comprehensive and in-depth company and industry research * Preparation of presentation and other materials for clients * Participation in due diligence sessions, communication and interaction with deal team members * Management of several projects at once and work effectively as an individual and as part of a team Qualifications * Candidates are required to be pursuing a bachelor's degree or a bachelor's direct to master's degree from an accredited college or university with a graduation time frame between November 2027 and August 2028 * Must demonstrate a track record of superior performance in extracurricular and professional activities * 3.5 minimum GPA preferred * Must have a combination of strong quantitative/analytical skills, attention to detail and client focus * Strategic and creative thinking; distinguished written and oral communications skills * Assertiveness, initiative, leadership, strong work ethic, team focus * Ability to learn quickly and take on new responsibilities * Dedication to building a career in the investment banking industry (If you are interested in Leveraged Finance New York please apply to the Investment Banking Summer Analyst Program to be considered. If you are interested in Leveraged Finance Charlotte please apply to the Capital Markets Summer Analyst Program to be considered.) Bank of America does not complete third party forms from colleges, universities, or other parties. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, FINRA

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? 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We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognized in the industry as a 'Best in Class' culture, then you have found your home with First Horizon Advisors. As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. You will enjoy the support of the firm in offering valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful Financial Advisors will bring unwavering integrity, a team mentality, and drive to grow their career. Advisors joining our firm will enjoy a well-planned onboarding and learning process to gain command of the tools and proven methods that will lead to Advisor and Client success. If you are ready to positively impact the lives of your clients, we are interested in talking to you. Additional Responsibilities: * Drive growth in your market and achieve revenue and profitability goals. * Actively communicate the firm's value proposition and advice-based service offering to all stakeholders. * Develop client relationships through internal banker referral partners and external COIs. * Surround your clients with our team, including Financial Planning, Brokerage, Trust, Insurance, and the Family Office as appropriate. * Conduct client meetings, annual reviews and evaluate changes in financial objectives, and recommendations which result in strengthening and growing client relationships. * Stay abreast of market trends and demonstrate high level understanding of investment offering and solutions. * Engage your connectivity in the community to foster business development. Qualifications: * 4+ years experience in the Financial Services industry. * Bachelor's Degree required from accredited college or university. * Series 7, and either 66 or 63/65. Life & Health. Other financial certifications strongly encouraged. * Excellent consultative sales skills, with demonstrated business development track record. * Strong written and oral communication skills. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Manages the function responsible for the preparation and distribution of financial statements for the organization. Ensures that all reports and disclosures comply with applicable governmental regulations, professional standards, and organizational policies. **Essential Duties and Responsibilities** : - Serves as the Financial Planning and Analysis (FP&A) lead for balance sheet and income statement monthly and quarterly forecast in partnership with the bank finance and asset liability management teams - Engage with the various line of businesses and support areas to implement the technology and investment board financial proforma review process - Build reporting tools, and macro excel workbooks to enhance the financial management analytics and data tracking processes - Manage the development and implementation of new or revised policies and procedures as required for fiscal tracking and reporting. - Performs all other duties as assigned **Supervisory Responsibilities** : 1. Directly responsible for directing, coordinating, and evaluating designated units or certain personnel in accordance with the organization's policies and applicable laws. Responsibilities may include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; providing pay change recommendations; disciplining employees; addressing complaints and resolving problems. **Qualifications** : To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: 1. Bachelor (4-year college) degree and 12+ years of experience or equivalent combination of education and experience **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.