Finance planner jobs in Lafayette, IN - 57 jobs

We Are: Accenture has established a unified, public-cloud-first strategy for the Mid Market segment, designed to maximize SAP Cloud adoption and deliver rapid, outcome-led transformation. The strategy is structured around monetizing solution gaps through modular industry packages. Mid-Market companies are undergoing a significant transformation, driven by the need to modernize operations, accelerate growth, and respond to evolving industry demands. Their core priorities include rapid cloud adoption, outcome-led business transformation, and the ability to scale efficiently across regions and industries. There is a strong focus on leveraging modular, industry-specific solutions, improving operational agility, and achieving measurable business outcomes. Accenture's differentiated offerings include SAP pre-configured industry solutions, implementation accelerators, managed services foundations, and digital maturity enablement. We bring reinvention to life using design thinking, modern delivery methodologies, embedding AI into the way we deliver and into business processes. This strategy delivers faster time to market, reduced implementation risk and complexity, seamless solution adoption, industry-aligned upskilling, reduced customization effort, and improved decision-making for mid-market clients. Accenture is a market leader and a partner of choice for SAP led transformations. We are looking to expand our SAP team with the best delivery talent, who have experience in the mid-market, across the business suite, and across functions, that will enable us to continue to drive transformations at scale. You are: You have a passion for storytelling and for originating, and delivering SAP-based Finance projects that make a positive impact in your clients' business? Are you inspired by working with the best companies in their industries? Want a role that provides you with a sense of purpose and satisfaction? Then join Accenture and build a rewarding career improving the way the world works and lives, as you help clients innovate with leading-edge SAP and Accenture Finance solutions and technologies on some of the most innovative projects in the world You will thrive in our highly collaborative, digitally-driven and innovation-led environment. Nurture your talent for thoughtful and game changing solutions in our inclusive culture that values diversity of ideas, experiences and backgrounds. You are a confident team player who spots and stays ahead of the SAP platform, industry and Finance trends and knows how to translate client goals into clear and actionable outcomes that everyone can get behind. You know how to fully utilize the capabilities of various SAP platforms to drive business value, transform end-to-end functions and drive leading practices for your clients in markets all over the globe. The more complex their challenges, the more excited you are about leading the charge to solve them. The Work: Team with clients on their SAP functional transformation programs through your combined mid-market and SAP application and functional process expertise which includes your ability to: * Engage with client Finance team members on the business challenges/trends and the potential value of SAP solutions (current & future) * Aid customers in defining their SAP journey through the development of business cases & roadmaps including during sales origination, proposal development and client presentations * Architect e2e Finance solutions that leverage SAP technologies, custom apps, & add on partner solutions * Clearly explain SAP's Business AI strategy, including an understanding of its capabilities and roadmap. Identify functional areas expertise where AI can deliver real value to clients * Experience in deployment of AI use cases within SAP delivery to improve efficiency and ability to explain how these AI-driven improvements can enhance project delivery * Design and deliver Finance solutions based on the latest industry and technology best practices leveraging SAP solutions and embedded innovation. * Become a trusted expert and advisor to your clients, team, and Accenture Leadership by staying current on regulations, trends, and innovations across your area of expertise * Be a thought leader, build assets and best practices and develop the next level of transformation experts Travel may be required for this role. The amount of travel will vary from 0 to 100% depending on business need and client requirement Qualification Here's what you need: * Minimum of 4 years proven experience as a SAP Finance consultant, with hands on experience with the relevant technologies and modules (AR, AP, GL, Product Costing, Intercompany, etc.) * Minimum 2 end-to-end SAP S/4 implementations, including project planning, estimation and solution architecture for SAP Finance * Minimum of 2 years experience supporting mid-market clients and projects (ie: responsibilities spread across multi-accounts at one time) * Experience supporting an industry specific client(s) (Products, Resources and CMT are preferred) * Prior experience with the S/4 Private Cloud product * Bachelor's degree or equivalent (minimum 8 years' work experience). If Associate's Degree, must have equivalent minimum 4-year work experience Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below. We anticipate this job posting will be posted on 01/24/2026 and open for at least 3 days. Accenture offers a market competitive suite of benefits including medical, dental, vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. See more information on our benefits here: U.S. Employee Benefits | Accenture Role Location Annual Salary Range California $70,350 to $196,000 Cleveland $59,100 to $156,800 Colorado $63,800 to $169,300 District of Columbia $68,000 to $180,300 Illinois $59,100 to $169,300 Maryland $63,800 to $169,300 Massachusetts $63,800 to $180,300 Minnesota $63,800 to $169,300 New York $66,300 to $196,000 New Jersey $68,000 to $196,000 Washington $80,200 to $180,300 Locations

About the Role: As a Corporate Tax Analyst, you will work on a variety of tasks associated with tax operations. Activities include, but are not limited to, federal and state income tax compliance, assistance with federal and state income tax audits, assistance with the financial reporting of quarterly and annual taxes, preparation of property tax, federal excise tax, and sales/use tax. This position is a valuable member of the finance group and will report to the Corporate Tax Manager but will work closely with all levels of the tax team on a variety of direct and indirect taxes. Your Responsibilities: Assist with collecting data and review of federal and multi-state income tax filings Perform research related to various direct and indirect tax issues Assist in preparation of monthly and quarterly account reconciliation/analysis for tax accounts Process tax payments (income, property, sales/use) Assist in corresponding to federal, state and local tax notices/inquiries Prepare bi-weekly federal excise tax deposits and quarterly excise tax returns Support our co-sourcing teams by providing information for sales/use tax filings on a monthly, quarterly, and annual basis Assist with preparation of property tax filings Maintain sales tax exemption certificate documentation for internal and external customers Maintain corporate tax calendar Other duties as assigned Let's Talk About Your Qualifications: Bachelor's Degree (Preferred Major: Business or Accounting) Minimum 1-4 years of experience in tax compliance (federal and state income tax) Proficiency in Microsoft Suite Familiarity with SAP, OneSource Income Tax, and PTMS Property Tax. Familiarity with ASC 740's guidance on reporting income taxes on U.S. GAAP financial statements CPA or path to CPA preferred Must have the ability to handle multiple tasks in a changing environment Possess excellent communication, interpersonal and organizational skills Good analytical/problem solving skills Ability and willingness to apply sound judgment to daily activities Willingness to challenge current processes and procedures with an emphasis on developing process improvements to gain overall efficiencies Leadership Attributes: At Wabash, we pride ourselves on being empowering, and there are some things we feel very strongly about: Embrace Diversity and Inclusion - Solicit and respect the input of others, celebrate differences, and strive for transparency and inclusiveness Seek to Listen - Actively listen to reach the best solution and make the strongest decisions Always Learn - Strive to improve; do not quit or settle for the status quo Be Authentic - Demonstrate honesty, incredible energy, and grit in everything you do Win Together - Collaborate, seek alignment, and excel at cross-group communication to success as one team and One Wabash Join us in turning ideas into world-changing realities. Curate and build your high-impact professional career at Wabash! Affirmative Action/EEO Statement: Wabash is committed to providing equal employment opportunity for its associates and applicants without regard to race, color, religion, sex, age, national origin, veteran status, disability, or other protected class or activity under federal, state, or local law. All employment decisions must be based on neutral, legitimate criteria. All employment policies and rules shall be applied equally to similarly situated associates.

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets under management, and is rapidly growing and expanding. We provide comprehensive, independent financial advice to our clients with one simple transparent fee. Based in central Indiana, we are committed to empowering the next generation and revolutionizing the financial services industry. Valeo provides competitive benefits including unlimited PTO, 401(k) with company match, and health coverage. Position Overview: As a Financial Advisor you play a key role in supporting client relationships by preparing and reviewing investment reports, conducting risk and cash flow analyses, and assisting with tax and estate planning strategies. You will collaborate closely with internal teams and external professionals to gather data, develop financial plans, and ensure the execution of follow-up action items from client meetings. Through our robust Advisor Development Program, you will receive consistent training, mentorship, and coaching to support your growth and success in the role. This is a client-focused opportunity for a motivated financial professional who values relationship-building, strategic planning, and acting in a fiduciary capacity. This position requires consistent in-person office attendance at our Carmel, Indiana headquarters. Duties and Responsibilities: Prepare and review reports of clients investments, risk, and cash flow analyses, and tax and estate planning. Facilitate tax planning by gathering, summarizing, and collaborating with internal and external tax professionals. Collect data, create plans using firm standard tools, and assist in presenting results. Ensure the completion of technical/investment items from client meetings by confirming trades, coordinate with other professional service providers, seek insurance quotes, and research, and analyze investment opportunities. Review client financials throughout the year to optimize deductions and credits, reduce tax liabilities, and manage credit. Coach clients through estate pre-planning to lessen the time needed with an estate/trust attorney, gather and assist clients in gathering information such as bank account records, income tax returns, life, and disability insurance records, retirement plan information, and wills, and help to create reports, articles, and presentations on a variety of financial planning topics. Follow Valeo s systems and processes. Other duties as assigned. Requirements: Bachelor s degree or higher from an accredited university. Currently hold or actively pursuing CFP designation. Knowledge of basic tax and intermediate-level financial planning questions. For more advanced questions, being able to research solutions and/or work with other team members to find an answer. Ability to interpret various planning documents, including account statements, annuity contracts, life insurance policy documents, and tax returns. Ability to serve as a fiduciary for every Valeo client. A high degree of competence with Microsoft Office products and portfolio management and investment management software services. Strong interpersonal and communication skills to convey services and short-and long-term implications of financial analysis and decisions to high-net-worth clients. Demonstrate a high level of driving work ethic, organization, time management, proactivity, and strategic thinking. Passion for securing clients assets and their financial goals and not focused on selling financial products. Valeo is an Equal Opportunity Employer. Valeo does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment decisions are based on qualifications, merit, and business need.

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.

Responsive recruiter Benefits: 401(k) 401(k) matching Bonus based on performance Competitive salary Dental insurance Health insurance Paid time off Profit sharing Vision insurance Wellness resources Job Summary: The Wealth Advisor proactively fosters relationships with potential new clients and potential referral sources and provides consultative investment advisory and financial planning services to existing high net worth private clients. Key Responsibilities: Responsible for engaging in new business development, which includes prospecting and developing external referral sources, consistent with the business development strategies established by the Managing Director of Private Client. Provide consultative investment advisory services based on an understanding of each client's unique goals and objectives. Be an active member of the Private Client Team that strives to be thought leaders in the broad areas of financial planning and investments with demonstrated knowledge and understanding of industry trends and knowledge of Goelzer's competitive landscape. Ensure that effective and regular communication is provided to clients in a manner that is most suitable for them, our firm, and our industry, with interactions logged in the firm's CRM system. Provide investment advice and investment planning in accordance with Goelzer's philosophy, current outlook, and policies. Maintain an ongoing, responsive, and proactive relationship with each client, including meeting with clients on a periodic basis to review their portfolios. Work with portfolio manager(s) to ensure that the investment portfolios for those clients are managed in accordance with the written investment plan and Goelzer's policies. Prepare and present financial plans to appropriately meet the clients' needs and expectations. Perform additional services as appropriate to meet and exceed each client's needs and expectations. Work Experience / Knowledge: Minimum 5 years of relevant experience in Investment/Wealth Management or related financial services. Broad familiarity with investment advisory, financial planning, and portfolio management concepts and tools. Solid understanding of the financial markets, investment vehicles, and financial planning. Demonstrated competency in the use of the firm's CRM and Goelzer Wealth Vision (eMoney) are a plus. Skills / Other Personal Attributes Required: Excellent interpersonal, collaboration, and consultative investment advisory skills. Dedication to professionalism, ethics, and confidentiality. Excellent analytical and quantitative skills (i.e., financial and data analysis). Passion for the industry and a constant desire to continually learn and research relevant subject matter. Excel and PowerPoint skills are required, and the ability to quickly master the firm's CRM is essential. Advanced Excel and PowerPoint skills are a plus. Excellent communication skills (both verbal and written), organizational skills, and keen attention to detail are critical. Ability to produce high-quality work in a demanding, often time-constrained, environment is crucial. Demonstrate initiative, creativity, judgment, maturity, and poise. Education: Minimum Required: Bachelor's degree in Investment or Finance-related discipline, with a degree in Economics, Finance, Statistics & Mathematics preferred. Chartered Financial Analyst or Certified Financial Planner designation preferred. With over 50 years of experience and more than $4 billion in assets under advisement, Goelzer Investment Management is an investment advisory firm that leverages our proprietary investment and financial planning strategies to help successful families and institutions Dream, Invest, and Live. Our Core Values: Trust: We earn and uphold confidence by acting in the best interests of those we serve. Integrity: We choose the difficult right over the easy wrong. Respect: We value and seek understanding among different perspectives. Thoughtfulness: We listen and we reflect. When we act, we do so with intention and care. Commitment: We are unwavering in our dedication to exceeding expectations.

Job Description Family Wealth Advisor, Aaron Wealth Advisors We seek an exceptional Family Wealth Advisor with demonstrated ultra-high-net-worth (UHNW) expertise to join our team. This individual will act as the primary relationship manager and strategic advisor to a select group of families, delivering holistic, multi-disciplinary wealth solutions in collaboration with internal specialists and external advisors. The ideal candidate is a seasoned UHNW advisor ready to elevate their practice - an individual who values independence, prioritizes institutional-grade capabilities, and seeks the infrastructure and intellectual capital required to serve complex client needs. Location is flexible across our offices in Chicago, IL, Newport Beach, CA, and Carmel, IN, or remote for the right candidate. Aaron Wealth Advisors is a premier independent Registered Investment Advisor (RIA) and national shared family office headquartered in Chicago, IL, with $3.9 billion in Assets Under Advisement. We specialize in serving UHNW families, entrepreneurs, executives, and non-profit organizations with $25M+ in investable assets. We deliver holistic financial advice, access to exclusive investment opportunities, uncompromising fiduciary standards, and white-glove client service. Aaron Wealth Advisors operates with integrity, discretion, and a deep commitment to helping families preserve wealth, protect values, and empower future generations. Key Responsibilities: Serve as the primary advisor and relationship manager for UHNW families. Build deep, multi-generational relationships rooted in trust, discretion, and continuity. Conduct comprehensive family wealth assessments and develop multi-generational wealth transfer strategies. Orchestrate comprehensive wealth management services including investment management, advanced tax planning, estate planning coordination, and family office services. Collaborate with the Aaron Wealth Investment Team to develop sophisticated, bespoke investment strategies for client portfolios utilizing traditional and alternative asset classes, including private equity, venture capital, and derivatives. Coordinate with clients' existing advisory teams including tax professionals, estate attorneys, family office staff, and investment bankers. Lead family meetings and facilitate generational wealth transfer discussions. Provide guidance on complex family governance, philanthropic planning, and next-generation wealth education. Maintain strict confidentiality and discretion in all client matters. Stay current on tax law changes, regulatory developments, and sophisticated investment strategies. Successfully transition an existing book of UHNW clients to Aaron Wealth Advisors. Identify and cultivate new client relationships through referrals and strategic networking. Lead by example as a senior member of the team and work to enhance the firm culture. Qualifications: Bachelor's degree in Finance, Business, Economics, or related field; Advanced degree preferred. CFA , CFP , or similar advanced professional designation preferred. Minimum 10 years' experience specifically servicing UHNW clients ($25M+ investable assets). Proven track record of managing complex, multi-generational family relationships. Deep expertise in investments, tax-efficient strategies, and estate planning coordination. Experience with family office operations and multi-family offices services preferred. High emotional intelligence and exceptional communication skills with ability to present complex strategies to sophisticated clients. Established relationships with centers of influence serving UHNW families (estate attorneys, tax professionals, investment bankers). Entrepreneurial mindset with a desire to operate on an independent platform. Impeccable ethical standards and commitment to fiduciary responsibility. Prior experience at a top-tier institution highly valued. Aaron Wealth Advisors Employee Value Proposition: Independent Platform: Freedom to serve clients without product bias or institutional constraints. Unconstrained Opportunity: Access to institutional-grade investment platforms and alternatives. Collaborative Culture: Work alongside accomplished professionals with deep expertise. Comprehensive Support: Dedicated investment, client service, operations, and compliance professionals. Sophisticated Client Base: Engage with some of the most influential families in the country. Impactful Work: Help families preserve wealth, protect values, and empower future generations. Advanced Tools: Advanced technology platforms designed for complex wealth management. Career Growth: Continuing education and professional development opportunities. Compensation & Benefits: $150,000-$500,000+ Total Compensation (including bi-monthly draw and quarterly commissions), highly competitive compensation structure with significant performance upside potential. Generous benefit package including: 401(k), 401(k) employer match, health, vision, dental, insurance, professional development reimbursement, unlimited PTO, and more. Aaron Wealth Advisors provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001's culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets - our employees. Why This Role Matters: As the Inbound Sales Representative, you will build and maintain business relationships with advisors and Independent Marketing Organizations (IMOs) who market our products and services to meet or exceed established individual and team sales goals and help the advisor provide the right solutions to their clients. This is a consultative phone-based position responding to agent and marketers received via inbound calls. You will answer questions in a variety of areas including product features, performance, literature requests and hypothetical illustrations. You will receive the proper training and develop your skillset to be able to do the following responsibilities. How You'll Contribute: * First line of client facing contacts on incoming calls, Phone Sales and Support * Provides product and illustration sales support * Fields inbound calls from Delaware Life Toll Free lines, priority for the ACD Q Calls * Identify cross sell opportunities and build strong Delaware Life brand with the incoming callers * Generate illustrations and webinars from the incoming calls * Helps and participates with Delaware Life marketing campaigns follow through in support of external and internal wholesalers * Resolves client concerns * Responds to voicemail/email requests * Fulfills literature requests * Participates in team meetings and training programs * Identifies client situation and present options available * Maintains integrity of broker database * Demonstrates knowledge of Delaware Life's products * Support inbound telephone queue where you will answer product and rate questions, fulfill requests for marketing collateral, application kits, and hypothetical illustrations * Serve as trouble-shooter and problem solver for advisors on product and process issues and maintain a strong knowledge of available corporate resources, referring advisors to appropriate areas as necessary to ensure problem resolution * Document activity in the CRM system (Salesforce) i.e. appointments, sales calls, follow-ups, call campaigns and sales opportunities etc. * Productively work together and collaborate with other home office departments * Demonstrate excellent listening skills to better assess an advisor's needs and determine the type of sales support necessary to accomplish the objective and add value to the products * Keep the senior sales desk representative appraised of any training or development needs that will result in greater performance and personal growth. * Under limited direction, uses specialized knowledge and skills obtained through education and experience to help advisors and other duties as assigned What We're Looking For: * Bachelor's degree or equivalent experience * At least 2 years of sales, marketing, or customer service experience in the financial services industry * Strong knowledge of annuity, insurance or investment products preferred * Active State Life and Health licenses preferred or obtain within 45 days of hire * Strong oral and written communication skills. Capable of presenting technical product knowledge with professional phone and/or face to face skills * Highly motivated and able to work independently and perform under pressure. Ability and desire to spend significant portion of job developing relationships virtually and over the phone * Excellent interpersonal skills and ability to work in a team environment. Strong territory management, independence and organizational skills * Working knowledge of office automation tools; experience with contact management tools a plus * Organizational, communication (verbal and written) * Problem solving, mathematical, statistical, and analytical * Strong interpersonal, telephone and presentation skills * Ability to adapt quickly to change and consistently demonstrate strong attention to detail Benefits Highlights: Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001's benefits package. Employees (and their families) are eligible to participate in the Company's comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability. All employees (regardless of hours worked) have immediate access to the Company's Employee Assistance Program and wellness programs-no enrollment is required. Employees may also participate in the Company's 401K plan, with matching contributions by the Company. Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences. #LI-LG1

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect… No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. Company Description Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Awards and Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Position Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself… Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000

Apply the highest standards of data integrity when entering Financial Statement data for Private Equity, Venture Capital and Real Estate investments; Strive to become a subject matter expert in the collection process for pertinent fund documents, applicable processes and software platforms; Track day-to-day collection of fund documents and data entries; Troubleshoot and triage any bottlenecks in the process of data collection or data entry; Continuously evaluate the current data collection and entry processes, and propose enhancements to spreadsheets, protocols and processes to boost efficiency and quality; Assist the Fund Accounting team with numerous projects and ad hoc client requests; Communicate with internal or external stakeholders to identify issues and propose solutions for long-term sustainability of processes; Assist with training of incoming team members; and Ability to deliver high quality work under tight deadlines. SPECIFIC RESPONSIBILITIES INCLUDE: Document Collection: Process and index all pertinent Fund emails accurately and efficiently in a time-sensitive, client-centric environment; including, but not limited to, Investment Requests, Cash Notices, Tax Documents, Financial Statements, Partners' Capital Statements and Supplemental Fund Statements; and Identify all possible information included in a Financial Statement that may need to be reported to clients, regulators, auditors or internal management. Data Entry: Continuously enter data from Schedule of Investments, Balance Sheets, Statements of Partners' Capital, Statements of Operations and Statements of Cash Flows with accuracy and efficiency; and Calculate Fund-Level Debt and Ownership % of Client Interest in Funds. Liaison for Clients Data: Liaising between Alter Domus and underlying investment managers when documents or data is missing. YOUR PROFILE: Bachelor's degree in Accounting, Finance, Economics, Business or Computer Science, preferred but not required; or relevant experience in processing transactions, reviewing documentation, using transaction systems and data entry; 0-3 years of professional experience (new graduates encouraged to apply); Experience using MS Office and Excel; Exceptional written and verbal communication skills; Excellent organizational and time management skills; Experience in research or data collection; and Willingness to proactively learn new skills, take ownership of business processes / ask the appropriate questions to team members. ABOUT US: Independent and possessing more than fifteen years' experience in its field, Alter Domus has become a leader in corporate and management services for private equity & infrastructure and real estate funds as well as listed and unlisted companies. Our staff of over 2,000 people also provides fund administration and financial reporting services. We mentor and develop our employees' technical knowledge and practical skills. We also champion commitment and a customer-oriented mindset. WHAT WE OFFER: Alter Domus offers a competitive, comprehensive benefits package including a generous vacation policy, a diverse work environment, and strong global connections. As you collaborate with colleagues in our fast-paced environment, you will gain exposure to demanding and stimulating experiences that you will take with you as your career progresses. We provide a sophisticated work environment with prominent clients that will take your ambitions and talents to the next level and give you the resources and support you need to succeed. For more information, please visit: ******************* Alter Domus is an Equal Opportunity Employer: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.

The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video chat to help clients accomplish their immediate and long-term financial goals. During your initial period of employment, you will receive training on TIAA's products and the role will be non-exempt - meaning you will be paid on an hourly basis and eligible for overtime pay. After the training period has concluded, the role will be exempt and you will be paid on a salaried basis at the same rate (i.e., your weekly salary will be equal to your hourly rate multiplied by 40) and you will no longer be eligible for overtime pay. All licenses must be obtained within 120 days from start date. Key Responsibilities and Duties Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets. Educates, recommends and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning decisions are based. Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests. Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives. Communicates internally with cross-business partnerships to develop and implement TIAA products and services to support clients and company initiatives. Develops and maintains strong relationship with Institutional Plan Sponsors. Educational Requirements University (Degree) Preferred Work Experience 3+ Years Required; 5+ Years Preferred FINRA Registrations SRC Indicator: Series 7; Series 63 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days Physical Requirements Physical Requirements: Sedentary Work Career Level 7IC Travel up to 50% Required: 2+ years of financial services experience. Series 7, Series 63 and life and health insurance licenses completed within 120 days of start date. Preferred: 3+ years of financial services experience. Series 7, Series 63 and life and health insurance licenses completed. Related SkillsAccountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling Anticipated Posting End Date: 2026-02-06Base Pay Range: $75,400/yr - $100,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video chat to help clients accomplish their immediate and long-term financial goals. During your initial period of employment, you will receive training on TIAA's products and the role will be non-exempt - meaning you will be paid on an hourly basis and eligible for overtime pay. After the training period has concluded, the role will be exempt and you will be paid on a salaried basis at the same rate (i.e., your weekly salary will be equal to your hourly rate multiplied by 40) and you will no longer be eligible for overtime pay. All licenses must be obtained within 120 days from start date. Key Responsibilities and Duties * Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets. * Educates, recommends and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning decisions are based. * Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests. * Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives. * Communicates internally with cross-business partnerships to develop and implement TIAA products and services to support clients and company initiatives. * Develops and maintains strong relationship with Institutional Plan Sponsors. Educational Requirements * University (Degree) Preferred Work Experience * 3+ Years Required; 5+ Years Preferred FINRA Registrations * SRC Indicator: Series 7; Series 63 Licenses and Certifications * Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days Physical Requirements * Physical Requirements: Sedentary Work Career Level 7IC Travel up to 50% Required: * 2+ years of financial services experience. * Series 7, Series 63 and life and health insurance licenses completed within 120 days of start date. Preferred: * 3+ years of financial services experience. * Series 7, Series 63 and life and health insurance licenses completed. Related Skills Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling Anticipated Posting End Date: 2026-01-23 Base Pay Range: $75,400/yr - $100,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

Please visit our website at ************ ccs. k12. in. us/careers for additional information and to apply online.

The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video chat to help clients accomplish their immediate and long-term financial goals. During your initial period of employment, you will receive training on TIAA's products and the role will be non-exempt - meaning you will be paid on an hourly basis and eligible for overtime pay. After the training period has concluded, the role will be exempt and you will be paid on a salaried basis at the same rate (i.e., your weekly salary will be equal to your hourly rate multiplied by 40) and you will no longer be eligible for overtime pay. All licenses must be obtained within 120 days from start date. **Key Responsibilities and Duties** + Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets. + Educates, recommends and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning decisions are based. + Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests. + Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives. + Communicates internally with cross-business partnerships to develop and implement TIAA products and services to support clients and company initiatives. + Develops and maintains strong relationship with Institutional Plan Sponsors. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 3+ Years Required; 5+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 7IC Travel up to 50% **Required:** + 2+ years of financial services experience. + Series 7, Series 63 and life and health insurance licenses completed within 120 days of start date. **Preferred:** + 3+ years of financial services experience. + Series 7, Series 63 and life and health insurance licenses completed. Related Skills Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling **Anticipated Posting End Date:** 2026-02-06 Base Pay Range: $75,400/yr - $100,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . + For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . + For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)

Carmel, Indiana **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 (******************************************************************************************************************************************************* **Job Description:** 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! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. 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 your position requires SAFE Act registration, you will be 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 your immediate termination. **We'll help you:** + Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. + Get training and one-on-one coaching from Academy managers who are invested in your success. + Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. + Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. + Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. + Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. + Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. **Required Qualifications** + Aptitude in obtaining required industry licenses. + Must be self-disciplined in managing time and capacity. + Experience in cultivating client relationships, accessing needs and recommending solutions. + Success creating strong peer relationships through effective communication and collaboration. + Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment. + Executes multiple tasks simultaneously. + Learns and adapts to new technology or applications. **Desired Qualifications** + Currently holds FINRA Securities Industry Essentials (SIE) + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience **Skills** + Client Experience Branding + Client Solutions Advisory + Investment Management + Pipeline Management + Referral Management + Client Management + Customer and Client Focus + Portfolio Management + Prospecting + Referral Identification + Business Acumen + Executive Presence + Oral Communications + Risk Management **_Weekly Schedule: Monday thru Friday, with rotating Saturdays required_** **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.

Treasurey Funding Analyst I Salary Range: $18 to $19.50/hr Build Your Career With Purpose at CCMSI At CCMSI, we partner with global clients to solve their most complex risk management challenges, delivering measurable results through advanced technology, collaborative problem-solving, and an unwavering commitment to their success. We don't just process claims-we support people. As the largest privately-owned Third Party Administrator (TPA), CCMSI delivers customized claim solutions that help our clients protect their employees, assets, and reputations. We are a certified Great Place to Work , and our employee-owners are empowered to grow, collaborate, and make meaningful contributions every day. Job Summary The Treasury Funding Analyst plays a critical role in supporting our clients' financial transactions with accuracy, timeliness, and exceptional attention to detail. In this role, you'll process invoices, post cash receipts, initiate transfers, support account reconciliations, and help ensure our clients' accounts stay accurate and up to date. We're looking for someone who takes pride in their work, shows up for their team every day, and thrives in a structured environment where accuracy truly matters. If you enjoy routine, precision, and organized processes - this role is an excellent match. Responsibilities When we hire Treasury team members, we look for people who take ownership of their work, show reliability day after day, and understand that every detail matters. In this role, your accuracy and consistency directly impact client trust and team success. What You'll Do Process client invoices, vouchers, checks, and account documentation Prepare funding reports Initiate ACH transfers and stop payments Maintain organized, accurate financial records and files Balance monthly bank reconciliations and identify discrepancies Support Treasury team members as needed during busy periods Maintain dependable attendance to support daily financial cycles Qualifications Required: High School diploma or equivalent Strong attention to detail and accuracy Proficiency with Microsoft Office (Word, Excel, Outlook) Ability to stay organized, meet deadlines, and manage repetitive tasks with consistency Clear verbal and written communication skills Nice to Have: Associate degree in Accounting, Business, or related field 2-3 years of experience in an office, bookkeeping, or finance setting Experience with SAGE100 or similar accounting programs Why You'll Love Working Here 4 weeks (Paid time off that accrues throughout the year in accordance with company policy) + 10 paid holidays in your first year Comprehensive benefits: Medical, Dental, Vision, Life, and Disability Insurance Retirement plans: 401(k) and Employee Stock Ownership Plan (ESOP) Career growth: Internal training and advancement opportunities Culture: A supportive, team-based work environment How We Measure Success At CCMSI, great Treasury team members stand out through accuracy, consistency, and ownership. We measure success by: Precision & accuracy - clean financial entries, error-free processing, reliable recordkeeping Timeliness - meeting daily and weekly funding cycles without delays Compliance & integrity - proper handling of client funds and adherence to internal standards Dependability - consistent attendance and follow-through on tasks Team support - proactive communication and willingness to help during peak workload Cultural alignment - taking ownership of your work and recognizing the importance of accuracy in client relationships This is where we shine, and we hire Treasury professionals who want to shine with us. Compensation & Compliance The posted salary reflects CCMSI's good-faith estimate in accordance with applicable pay transparency laws. Actual compensation will be based on qualifications, experience, geographic location, and internal equity. This role may also qualify for bonuses or additional forms of pay. CCMSI offers comprehensive benefits including medical, dental, vision, life, and disability insurance. Paid time off accrues throughout the year in accordance with company policy, with paid holidays and eligibility for retirement programs in accordance with plan documents. Visa Sponsorship: CCMSI does not provide visa sponsorship for this position. ADA Accommodations: CCMSI is committed to providing reasonable accommodations throughout the application and hiring process. Equal Opportunity Employer: CCMSI complies with all applicable employment laws, including pay transparency and fair chance hiring regulations. Background checks, if required for the role, are conducted only after a conditional offer and in accordance with applicable fair chance hiring laws. Our Core Values At CCMSI, we believe in doing what's right-for our clients, our coworkers, and ourselves. We look for team members who: Lead with transparency We build trust by being open and listening intently in every interaction. Perform with integrity We choose the right path, even when it is hard. Chase excellence We set the bar high and measure our success. What gets measured gets done. Own the outcome Every employee is an owner, treating every claim, every decision, and every result as our own. Win together Our greatest victories come when our clients succeed. We don't just work together-we grow together. If that sounds like your kind of workplace, we'd love to meet you. #EmployeeOwned #GreatPlaceToWorkCertified #AccountingJobs #TreasuryJobs #DanvilleILJobs #DetailOriented #FinanceSupport #NowHiring #ESOP #CareerGrowth #JoinOurTeam #LI-Hybrid #IND456

Key Responsibilities: Lead initiatives to improve financial tools and reporting processes. Develop and maintain financial models and perform sensitivity analysis. Create and implement strategies for report inventory and adoption of BI tools. Collaborate across service lines to ensure alignment with enterprise data standards. Translate complex data into clear, actionable insights and visualizations. What we are looking for: Expertise in BI tools (Tableau, Power BI, Alteryx) and financial modeling. Strong skills in data principles, process improvement, and presenting to leadership. Preferred: Experience with Oracle EPM, Microsoft Power Platform, Azure/Fabric, and energy industry knowledge. Why Join Us? At MISO, you'll work on high-impact projects that transform how we use financial data. If you thrive on collaboration, innovation, and making data meaningful, we want to hear from you. Appropriate level will be determined based upon experience and knowledge. The base salary compensation range being offered for this role is $116,000-132,000 USD annually. Base salary range for this position is included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, and qualifications/experience. Position is also eligible for an annual bonus if individual performance and company objectives are met. At MISO we offer a comprehensive benefits package, including 401k, vacation, sick and safe time, available on your first day of employment. MISO, What We Do MISO manages the electricity superhighway in the Central U.S. Through use of groundbreaking research and advanced technology, our highly skilled employees ensure power flows reliably to 45 million Americans. Operating the electricity grid, running a robust energy market, planning for a bright future - it's what our immensely talented and dedicated team does every day. #LI-AD1 #LI-ONSITE

Job DescriptionBenefits: 401(k) 401(k) matching Bonus based on performance Competitive salary Dental insurance Health insurance Paid time off Profit sharing Vision insurance Wellness resources Job Summary: The Wealth Advisor proactively fosters relationships with potential new clients and potential referral sources and provides consultative investment advisory and financial planning services to existing high net worth private clients. Key Responsibilities: Responsible for engaging in new business development, which includes prospecting and developing external referral sources, consistent with the business development strategies established by the Managing Director of Private Client. Provide consultative investment advisory services based on an understanding of each clients unique goals and objectives. Be an active member of the Private Client Team that strives to be thought leaders in the broad areas of financial planning and investments with demonstrated knowledge and understanding of industry trends and knowledge of Goelzers competitive landscape. Ensure that effective and regular communication is provided to clients in a manner that is most suitable for them, our firm, and our industry, with interactions logged in the firms CRM system. Provide investment advice and investment planning in accordance with Goelzers philosophy, current outlook, and policies. Maintain an ongoing, responsive, and proactive relationship with each client, including meeting with clients on a periodic basis to review their portfolios. Work with portfolio manager(s) to ensure that the investment portfolios for those clients are managed in accordance with the written investment plan and Goelzers policies. Prepare and present financial plans to appropriately meet the clients needs and expectations. Perform additional services as appropriate to meet and exceed each clients needs and expectations. Work Experience / Knowledge: Minimum 5 years of relevant experience in Investment/Wealth Management or related financial services. Broad familiarity with investment advisory, financial planning, and portfolio management concepts and tools. Solid understanding of the financial markets, investment vehicles, and financial planning. Demonstrated competency in the use of the firms CRM and Goelzer Wealth Vision (eMoney) are a plus. Skills / Other Personal Attributes Required: Excellent interpersonal, collaboration, and consultative investment advisory skills. Dedication to professionalism, ethics, and confidentiality. Excellent analytical and quantitative skills (i.e., financial and data analysis). Passion for the industry and a constant desire to continually learn and research relevant subject matter. Excel and PowerPoint skills are required, and the ability to quickly master the firms CRM is essential. Advanced Excel and PowerPoint skills are a plus. Excellent communication skills (both verbal and written), organizational skills, and keen attention to detail are critical. Ability to produce high-quality work in a demanding, often time-constrained, environment is crucial. Demonstrate initiative, creativity, judgment, maturity, and poise. Education: Minimum Required: Bachelors degree in Investment or Finance-related discipline, with a degree in Economics, Finance, Statistics & Mathematics preferred. Chartered Financial Analyst or Certified Financial Planner designation preferred.

Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001's culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets - our employees. Why This Role Matters: As the Inbound Sales Representative, you will build and maintain business relationships with advisors and Independent Marketing Organizations (IMOs) who market our products and services to meet or exceed established individual and team sales goals and help the advisor provide the right solutions to their clients. This is a consultative phone-based position responding to agent and marketers received via inbound calls. You will answer questions in a variety of areas including product features, performance, literature requests and hypothetical illustrations. You will receive the proper training and develop your skillset to be able to do the following responsibilities. How You'll Contribute: First line of client facing contacts on incoming calls, Phone Sales and Support Provides product and illustration sales support Fields inbound calls from Delaware Life Toll Free lines, priority for the ACD Q Calls Identify cross sell opportunities and build strong Delaware Life brand with the incoming callers Generate illustrations and webinars from the incoming calls Helps and participates with Delaware Life marketing campaigns follow through in support of external and internal wholesalers Resolves client concerns Responds to voicemail/email requests Fulfills literature requests Participates in team meetings and training programs Identifies client situation and present options available Maintains integrity of broker database Demonstrates knowledge of Delaware Life's products Support inbound telephone queue where you will answer product and rate questions, fulfill requests for marketing collateral, application kits, and hypothetical illustrations Serve as trouble-shooter and problem solver for advisors on product and process issues and maintain a strong knowledge of available corporate resources, referring advisors to appropriate areas as necessary to ensure problem resolution Document activity in the CRM system (Salesforce) i.e. appointments, sales calls, follow-ups, call campaigns and sales opportunities etc. Productively work together and collaborate with other home office departments Demonstrate excellent listening skills to better assess an advisor's needs and determine the type of sales support necessary to accomplish the objective and add value to the products Keep the senior sales desk representative appraised of any training or development needs that will result in greater performance and personal growth. Under limited direction, uses specialized knowledge and skills obtained through education and experience to help advisors and other duties as assigned What We're Looking For: Bachelor's degree or equivalent experience At least 2 years of sales, marketing, or customer service experience in the financial services industry Strong knowledge of annuity, insurance or investment products preferred Active State Life and Health licenses preferred or obtain within 45 days of hire Strong oral and written communication skills. Capable of presenting technical product knowledge with professional phone and/or face to face skills Highly motivated and able to work independently and perform under pressure. Ability and desire to spend significant portion of job developing relationships virtually and over the phone Excellent interpersonal skills and ability to work in a team environment. Strong territory management, independence and organizational skills Working knowledge of office automation tools; experience with contact management tools a plus Organizational, communication (verbal and written) Problem solving, mathematical, statistical, and analytical Strong interpersonal, telephone and presentation skills Ability to adapt quickly to change and consistently demonstrate strong attention to detail Benefits Highlights: Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001's benefits package. Employees (and their families) are eligible to participate in the Company's comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability. All employees (regardless of hours worked) have immediate access to the Company's Employee Assistance Program and wellness programs-no enrollment is required. Employees may also participate in the Company's 401K plan, with matching contributions by the Company. Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences. #LI-LG1

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. 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: Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth Understands and accesses the full breadth of resources across the bank to benefit clients or prospects Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds The Advisor Development Program (ADP) Journey: During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. We'll help you: Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours! Build connections to grow your network and business. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals. Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs. As a Merrill FSA, you can look forward to: A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field. Marketing strategies to reach wider audiences with greater appeal. Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. Potential Opportunities for professional growth. Leadership opportunities, including leading client and conference seminars We're a culture that: Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs. Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital. Required Qualifications: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services Self-starter who efficiently manages time and capacity Sets and accomplishes goals, achieving whatever you put your mind to Builds and nurtures strong relationships Collaborates effectively with others to get things done Communicates effectively and confidently and is comfortable engaging all clients Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment Likes to learn, adapts to new information and seeks the right solutions for clients Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients Desired Qualifications: Proven ability to partner and promote lead generation Experience balancing investment management, sales activities, and new client development Strong computer skills and the ability to multitask in a demanding environment Bachelor's degree, preferably in business-related field Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) Obtained insurance licenses Skills: Account Management Client Investments Management Client Management Client Solutions Advisory Relationship Building Advisory Business Development Fraud Management Pipeline Management Portfolio Management Client Experience Branding Issue Management Prospecting Referral Identification Sales Performance Management Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - IL - Hinsdale - 118 W 1st St (IL2202), US - IL - Lisle - 3333 WARRENVILLE RD (IL9333), US - IL - Oak Brook - 2021 Spring Rd (IL9202), US - IL - Orland Park - 15255 S 94th Ave - LBNA-ORLAND PK (IL4015), US - IL - Rockford - 973 Featherstone Rd (IL4358), US - IL - Schaumburg - 10 N Martingale Rd - Schaumburg Relo (IL9010) Pay and benefits information Pay range$75,000.00 - $85,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.