Finance Planner jobs in Lakeville, MN

This job posting is anticipated to remain open for 30 days, from 02-May-2025. The posting may close early due to the volume of applicants. 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 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 Read More About Job Overview Skills/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. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

Financial Representative Trainee (Sales) -Bloomington, MN Work Type: Full Time Regular Application Closes: Open Until Filled SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days. Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive. $1000 bonus after successful completion of trainee period and promotion to a Financial Representative. An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test. You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media. You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. Be highly self-motivated and results-oriented, working both independently and as part of a team. Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Fair Chance Notices Need help? Email Us Apply Now Great place to work Together we achieve greatness. Not only is this a core value, but it's also representative of the kind of place we are - built by the strength and integrity of our employees. It's why we're named a "Great Place to Work". See All Awards An inclusive culture Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co workers. Discover Our Culture Related Job Openings Advisor Sales Manager - Sacramento, CA - Hybrid California 503782 Financial Representative Trainee (Sales) - Tampa, FL Florida 503743 Financial Representative Trainee (Sales) - Richmond, VA Virginia 503737

GPFS is the fund administrator of choice for a wide range of clients in the US, UK, and EU. Every day, with every decision and every client interaction, our values serve as guideposts, to improve the quality of our work, and strengthen our employee and client relationships. As a business that is all about people; culture isn't an initiative, it's an innate value that's critical to every decision we make. At GPFS, people come first. At GPFS, diversity is a source of strength, both from our people and ideas. GPFS is a collaborative team-oriented organization where we support each other both personally and professionally. Our culture is defined by our behavior, our curiosity and our support of innovative ideas and perspectives. Our inclusive culture supports and encourages our team members to try new things, share ideas openly and always ask the question why. It brings us together and makes the team stronger by inspiring all to connect, belong and thrive. About Employee Benefits: At GPFS, we are committed to supporting our employees' well-being and financial security. Our benefits include: Medical, Dental, & Vision Insurance - We offer a multitude of competitive medical, dental, and vision insurance plans to help you find the coverage you need. Company-Paid Life Insurance - Financial security for you and your loved ones with fully covered life insurance. PTO & Sick Time - In addition to the major Holidays that GPFS recognizes, our PTO & Sick Time policies provide flexibility for rest, personal time, vacation, and illness. We strive to empower our teams to recharge and stay at their best, both professionally and personally! 401k - We want to help you invest in your future with our 401k plan! Hybrid Scheduling - After new hires surpass their probationary period, they are able to partake in our hybrid scheduling. Office Amenities! Position Summary: The ideal candidate for this position would be an enthusiastic and motivated individual who works well in a team setting. The Client Services Associate role is dynamic, fast paced and critical to the overall client service framework. Responsibilities included maintenance of financial and non-financial data, administration of investor deliverables and preparation of various documents and reconciliations. The Client Services team works closely with the Financial Reporting team to ensure client service level agreements are being met and exceeded. Responsibilities: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Initial entry of non-financial data sourced from original documentation. Changes to investor and investment non-financial information. Coordination and/or preparation of monthly reconciliation. Communicating with clients and other GPFS team members to receive open items, clarify requests and provide real-time status updates. Uploading of documents and creation of campaigns within various industry-specific online portals, including coordinating with internal teams on timing and completion. Support and/or review the completion of projects addressing client requests or internal operational objectives. Development and coordination of initial CRM data from original documentation. Data extraction and entry into templates and systems. Support of data migration projects. Development of schedules used by Financial Reporting teams. Conducting screening for new investors. Required Education and Experience: Associate degree in Accounting, Finance, or related field of study. 1+ years of administrative or other related experience. Proficiency with software related products such as Microsoft programs (Excel, Word, Outlook, Teams and OneNote). OR Bachelor's degree in Accounting, Finance, or related field of study. 0+ years of administrative or other related experience. Proficiency with software related products such as Microsoft programs (Excel, Word, Outlook, Teams and OneNote). Competencies: Strong interpersonal skills with the ability to collaborate effectively in a dynamic team environment. High integrity, credibility, and a strong commitment to the company's mission and values. Adaptability and multitasking ability, thriving in a fast-paced and evolving environment. Excellent organizational and time management skills, with a proven ability to handle multiple priorities. Strong analytical skills, with the ability to research, troubleshoot, and resolve complex issues. Effective communication skills, both written and verbal, to interact with various stakeholders. GPFS Vision: Our purpose is to create enduring relationships with our employees and clients by consistently delivering exceptional opportunities and service. GPFS Value Statement: Investing in people and culture. GPFS Core Values: Camaraderie - Being supportive of one another and celebrating each other's successes. Excellence - Consistently delivering exceptional work and going above and beyond. Empowerment - Fostering a deep sense of agency and ownership over one's choices and actions. Innovation - The drive to think differently and solve problems creatively. Inclusion - Recognizing individual's unique strengths and perspectives with mutual trust and respect. #LI-GP1

Where you'll fit in & what our team goals are… Municipal Separate Accounts team, you will contribute to the management of municipal bond separately managed accounts. Responsibilities include using programming skills to streamline current workflows, interfacing with sales teams and clients, providing marketing material, performing data analysis on performance, risk, market dynamics & opportunities, and portfolio construction. Senior Municipal Quantitative Portfolio Analyst Key Responsibilities: * Automate current processes around sample portfolio generation and transition analyses. * Interact with our sales force to delivery requested customized materials. * Help automate and streamline the current investment processes within Investment Team Ecosystem. * Analyze municipal credit spreads, yield curves, and sector performance to identify investment opportunities * Create and maintain portfolio analytics and risk management tools * Conduct scenario analysis and stress testing of portfolio strategies * Generate regular portfolio analytics reports and performance attribution analysis * Collaborate with portfolio managers to implement investment strategies Required Qualifications: * Bachelor's degree in computer science, mathematics, finance, economics, or related quantitative field * Strong programming skills in Python, R, VBA or similar languages * Deep understanding of fixed income mathematics and municipal bond market dynamics * Experience with risk management systems and portfolio analytics tools * Strong knowledge of statistical analysis and modeling techniques Preferred Qualifications: * Experience with AI applications in portfolio management * 3+ years of experience in quantitative analysis of fixed income securities, with specific focus on municipal bonds * Proficiency with financial analytics platforms (Bloomberg, Aladdin, Perform) * Ability to explain complex quantitative concepts to non-technical audiences Skills: * Excellent analytical and problem-solving abilities * Strong written and verbal communication skills * Detail-oriented with strong organizational skills * Ability to work independently and as part of a team About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $98,100- 132,400 per year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Investment Management Line of Business AMINV US Asset Management

Knewsales is working with a major financial institution to market and sell their credit card products in various outlets. As a result, Knewsales is expanding its team of sales representatives, so we are looking for friendly, passionate and sales-oriented individuals who are looking for a new opportunity as a Financial Sales Field Representative! Each successful sales representative will engage and interact with shoppers to introduce our client's credit card products. Job Description Why should you work for us? Steady hourly wage and commission on each sale - the harder you work, the more you earn! On-the-job training to polish those sales skills Opportunity to work with a major name in the banking industry Who should apply? People who are passionate and love the thrill of selling People who enjoy meeting new people and striking up a conversation People who have great enthusiasm and amazing communication skills Qualifications What are the roles and responsibilities? Promote and sell credit cards for one of biggest financial institutions Work at various locations to sell our client's credit cards - must be willing to travel! Engage consumers and educate them on the benefits of our client's credit cards Ensure all customers are provided accurate information about the products and services you've been assigned Assist customers in correctly filling out the applications (as outlined in training sessions) and ensure that each application is completed accurately in full What are the essential requirements? Must enjoy speaking and interacting with people Customer service and sales experience is a strong asset Thank you to all who apply; however, only those selected for an interview will be contacted. Additional Information All your information will be kept confidential according to EEO guidelines.

**_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions. **_Responsibilities_** + Support Global Supply Chain and Operations team in achieving financial goals, managing key initiatives, and partnering cross-functionally + Responsible for supporting a complex portfolio of replenishment and distribution centers across North America, partnering with site leaders to understand performance and drive operational results + Responsible for Financial Reporting, Planning and Analysis, Monthly forecast, Long-Range planning (Annual Budget) and Monthly results reporting and analytics + Assist in driving month-end close responsibilities + Develop analytics and ad-hoc analysis to support Inventory and Tangible Capital, Capital Expenditures, and Transportation + May contribute to the development of policies and procedures + Completes work independently; receives general guidance on new projects + Works cross functionally across various levels of leadership to clearly articulate financial performance in partnership with operational metrics **_Qualifications_** + Bachelor's degree in finance or related field preferred, or equivalent work experience preferred + 4-8 years of experience preferred + SAP knowledge preferred + Strong technical skills in Excel, Power BI, and Tableau preferred + Strong communication and analytical skills + Experience in supply chain or related field preferred but not required **Anticipated salary range:** $79,700 - $113,800 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 8/04/2025 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

Financial Advisors help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there. Sounds exciting and scary all at the same time? Don't worry, we don't expect you to know everything on day one. That's why you'll receive in-depth training and partner with industry experts until you're ready to do it on your own. THIS CAREER OFFERS YOU: Stipends for training and licensing to help you get started. The ability to positively impact someone else's life. Personalized mentoring, coaching, and award-winning training programs. Backing by Northwestern Mutual, an industry leader with a proven track record of success. CAN YOU SEE YOURSELF HELPING OTHERS REACH THEIR FINANCIAL GOALS? Many people (50 percent) find their calling in financial services after working in other industries. Wondering if you'd be a good fit? See how many of the characteristics below match up to you: You know how to connect with people, building personal, trusted relationships. Financial planning is interesting to you. You're a driven person who's committed to succeeding. You're ready to earn more for your hard work. You enjoy helping people make more informed, confident decisions. You're ready to live the life you want, both personally and professionally. Comprehensive benefits package: Comprehensive medical, dental, and vision insurance Two funded pension plans Life and disability insurance Health care and dependent care reimbursement accounts Adoption assistance Reimbursement for licensing and ongoing education We want people with different backgrounds and work experience, including but not limited to: financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers. Recent Awards and Accolades: FORTUNE 97 Unsurpassed Financial Strength with total company assets of $290 billion. 96% of policy owners stay year after year. Top 10 Independent Broker-Dealer. Financial Advisor Magazine. $161 billion client assets held or managed by Northwestern Mutual. The largest direct provider of life insurance in the US. 4.6+ million total clients Industry leader in total dividend payout with over $6 billion. Equal Employment Opportunity Policy: Northwestern Mutual is an equal opportunity/affirmative action employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. The company prohibits discrimination based upon an individual's race, color, religion, creed, age, sex, disability, national origin, ancestry, ethnicity, sexual orientation, gender identity/expression, marital status, citizenship status or veteran status or any other characteristics protected by law.

Type: Regular Full Time Salaried Exempt; (not eligible for overtime) Monday-Friday (On site) Major duties include (1) maintenance of good business knowledge of the financial markets, 2) preparation and execution of strategic marketing plans for individual (as well as office) client business, (3) maintenance of client records/files according to regulatory guidelines, (4) coordination of internal and external functions to achieve objectives. Education and Experience Requirements: A bachelor's degree and 7-10 years of successful financial management and sales experience. Licenses/Certifications Series 7 & 63 and 65 or 66 registrations. Minnesota Life and Disability License. Fixed income trading experience. Major Area's of Responsibility Provide second to none service to our customers and clients by preparing for meetings, providing investment research, problem solving, issue resolution, and financial planning recommendations. Meet and record communications with clients and/or prospects. Participate and respond to activities, reviews, and performance standards on a weekly, quarterly, and annual basis. Prepare a business and marketing plan that includes both short and long-term goals, strategies and tactics. Your plan should reflect and support the bank's strategic business plan. Prepare sales forecasts. Maintain good knowledge of financial markets and competition. Maintain up-to-date knowledge of Cetera's approved product lines and required business submission procedures. Complete all ongoing training required by the Bank and regulatory authorities, as well as required training to maintain license in good standing. Knowledge, Skills and Abilities History of success in relationship building or client facing positions including the ability to build trust and relationships. Maintenance of strict confidentiality and tactfulness in dealing with confidential customer and client information. Working at a high level of integrity for all our customers and clients. Knowledge and willingness to follow all policies and procedures established by Senior Management and the Board of Directors in addition to adherence to applicable State and Federal regulations and broker dealer (Cetera Advisor Network, LLC) regulations and policies. Must work effectively with other staff members in a manner that will encourage dialogue and collegiality in the conduct of the Bank's business. Easily adapts to change, including new ideas and encourages others to do the same. Strong experience with successful multi-tasking and prioritization of work responsibilities Demonstrate solid analytical skills in researching and resolving problems. Keep extensive documentation on all client communications Strong communication and organizational skills. Benefits and Salary Information: Medical, Dental, Vision; Bank paid Life Insurance, Short Term Disability and Long Term Disability; Float time, vacation and sick time; 401(k); Employee Stock Ownership Plan. The salary range for this position is $70,000-90,000 depending on qualifications. Opportunity for bonus and commissions. Lake Elmo Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodation is available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact the human resources department.

We improve lives The IDB Group is a community of diverse, versatile, and passionate people who come together on a journey to improve lives in Latin America and the Caribbean. Our people find purpose and do what they love in an inclusive, collaborative, agile, and rewarding environment. About this position We are looking for an energetic, collaborative, and highly motivated Senior Sub-sovereign Investment Specialist with significant subnational lending expertise to work alongside our technical experts to implement IDB's new Sub-Sovereign Finance Program (SFP). The SFP is a 5-year pilot program to extend investment loans and guarantees to sub-sovereign eligible entities - including municipalities, states and provinces - without a sovereign guarantee. IDB has a strong presence in the region, lending on average USD 2billion annually, through its sovereign guaranteed window, to support subnational governments in a variety of sectors. The SFP will introduce a new type of lending, enabling IDB to lend to creditworthy subnational entities to finance bankable projects without a sovereign guaranty. For many cities and other subnational entities, loans under the SFP will be the first time they are borrowing on a commercial basis. Loans extended under the SFP are not designed to compete with other sources of financing; rather these loans will be designed to act as a demonstration effect to other lenders and to catalyze private sector financing. Thus, IDB may lend under the SFP alongside other lenders to fill a funding gap. Critical to these loans will be the borrower's ability to generate new revenue streams or demonstrate real cost savings to support debt repayment. To ensure loans are bankable, SFP loans will include a variety of measures, including new revenue sources or capturing cost savings. Measures such as land value capture, fiscal reform or affordable fees and tariffs will be critical to loans proposed under the SFP. You will work in the Housing and Urban Development Division (HUD), part of the Climate Change and Sustainable Development Sector (CSD). This team is responsible for providing strategic guidance and analytical and operational support to the institution and its clients in subnational planning, urban regeneration, sustainable and resilient urban development, and housing. What you'll do Structuring and Execution * Work as a senior project team member or as an operational leader on sub sovereign transactions, contributing to all aspects of project structuring. Specific activities will include: * Assessing the attractiveness of specific investment opportunities with a strong focus on investment merit and impact. * Designing bankable projects working with clients to introduce new revenue flows or ringfence real saving to help service new debt working closely with clients, authorities, consultants and IDB internal units. * Overseeing and reviewing financial and technical due diligence to ensure it meets IDB standards, including detailed credit analysis on the project while working closely with IDB's fiscal management team, which will be ultimately responsible for assessing creditworthiness of the key counterparts. * Ensuring identified risks are mitigated and able to be monitored through the legal documentation. * Preparing and negotiating term sheets and legal documentation * Writing approval documents to present and defend to IDB's management committees and board of directors. * Design appropriate technical assistance to support investments under SFP that contribute to policy dialogue and capacity building initiatives. Portfolio Monitoring and Reporting * Take overall responsibility for the effective monitoring of all projects within his/her responsibility, including verifying the quality of regular monitoring reports; taking the lead in maintaining or supervising the management of client relationships; actively managing the resolution of any implementation/monitoring issues in cooperation with IDB's internal departments * Assist junior investment specialists who assist in portfolio monitoring. * Supervise implementation and monitoring of, and reporting on, relevant Technical Cooperations assignments to ensure their compliance with donor reporting requirements, operational objectives and that all reports are of a high quality * Ensure timely notification of any critical portfolio issues to Management. Policy Dialogue * In cooperation with relevant units within IDB, contribute to policy dialogue, reform and creditworthiness, improved efficiency and effectiveness of services. * Provide essential support in securing grants and technical cooperation funds, which complement investment projects or are required as part of policy dialogue efforts. Business Development * Assist with marketing and business development efforts to build reputable market contacts to develop a broad deal flow and cross selling of the Bank's competencies. * Assist with the critical screening of project proposal flow generated through business development efforts. What you'll need Education: Master's degree in economics, finance, or a related field. Internationally recognized professional qualification such as ACA, CFA, ACCA, or CIMA is desirable. Experience: At least five years of relevant professional and international experience in the financial industry, preferably with a leading investment or commercial bank or international financial institution.Strong quantitative/numerical skills are essential with the ability to interpret financial information and to design, use and review financial models. Credit analysis skills, with the ability to interpret accounts, understanding local and international accounting principles and practice of credit analysis. Languages: Proficiency in English and Spanish, spoken and written, is required. Requirements * Citizenship: You are a citizen of one of our 48 member countries. We may offer assistance with relocation and visa applications for you and your eligible dependents. * Consanguinity: You have no family members (up to the fourth degree of consanguinity and second degree of affinity, including spouse) working at the IDB, IDB Invest, or IDB Lab. Type of contract and duration International staff contract, 36 months initially, renewable upon mutual agreement. What we offer The IDB Group provides benefits that respond to the different needs and moments of an employee's life. These benefits include: * A competitive compensation package, including an annual base salary expressed on a net-of-tax basis. * Leaves and vacations: 24 days of paid time off + 8 personal days + sick leave + gender-neutral parental leave. * Health Insurance: IDB Group provides employees and eligible dependents with a robust medical benefits program that covers medical, dental, vision, preventive care, and prescription drugs. * Pension plan: defined benefit pension plan that provides financial security and support employees in planning for their future. * We offer assistance with relocation and visa applications for you and your family when it applies. * Hybrid and flexible work schedules. * Health and well-being: Access to our Health Services Center that provides preventive care and health education for employees. * Development support: We offer tools to boost your professional profile, such as mentoring, 1:1 professional counseling, training and learning opportunities, language classes, mobility options, among others. * Other perks: Lactation Room, Daycare Center, Gym, Bike Racks, Parking, Spouse Career Program, and others. Our culture At the IDB, we work so everyone brings their best and authentic selves to work while finding their purpose. Our people consistently strive for excellence, and we recognize and celebrate the impact of their contributions. In our efforts to drive innovation, we intentionally include all voices, cultivate a sense of belonging and champion fairness. We welcome individuals from underrepresented groups to join us and share their unique perspectives. We ensure that individuals with disabilities are provided reasonable accommodations to participate in the job interview process. If you require an accommodation to complete this application, please email us at accommodations@iadb.org.

Job Description Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected. As a key member of the Advisory Operations team, the Private Investment Operations Associate is responsible for performing the daily activities of the Private Investment team. This role requires strong time management skills due to a high volume of transactions and client interactions, with a focus on attention to detail and process management. The ideal candidate will possess excellent communication and organizational skills, as well as the ability to meet deadlines and efficiently manage client paperwork. This position will work directly with Financial Advisor teams and clients to facilitate Private Investments, handle initial commitments, and manage capital calls. Primary Responsibilities Client Relationship Management Facilitate the set-up of Private Investments Prepare and submit subscription documents for initial client investment (Commitment) Follow up with advisors and clients to ensure timely submission of Private Investment paperwork Coordinate with fund sponsors and custodians on paperwork and any items not in good order (NIGO) Workflow Management Perform of a high volume Private Investment processes, including the initial Private Investment commitment paperwork and communicating statuses to advisors and clients Responsible for the Capital Call workflow, including input, tracking, and follow-up on outstanding capital calls Develop proficiency in the reconciliation process for Private Investment workflows Subject Matter Expertise Expert proficiency in Excel, specifically for tracking and managing Capital Call volumes Become proficient in Power BI to track Capital Call and Commitment volumes Develop expertise in CRM systems related to Private Investment workflows Basic Qualifications Bachelor's degree in Finance, Accounting, Business, or related field, or equivalent work experience. Up to 3 years of experience in wealth management, private investments, financial services, or operations-related roles Strong communication skills when collaborating with multiple advisory teams Highly organized with exceptional prioritization skills, capable of managing multiple projects in a fast-paced environment Advanced proficiency in Microsoft Excel and other relevant operational tools Strong critical thinking skills, attention to detail, and problem-solving abilities Ability to thrive in a fast-based work environment Demonstrated ability to maintain professionalism and composure under pressure Expected annual salary ranges from $55,000 to $65,000 plus incentive compensation. Salary is negotiable based on location, experience, and qualifications. Employee Benefits At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer: Competitive salary and bonus plan Competitive medical, dental, and vision plans Basic life and disability coverage 401(k) matching program Financial support for approved designations and courses Technical, leadership, sales training opportunities Unlimited, discretionary time off Paid parental leave Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. The Investment Associate will act as primary support for a team of Portfolio Advisors, performing multiple investment-related and client service activities for Wealth Management clients. The Investment Associate will work closely with Portfolio Advisors to deliver a consistently high level of proactive client service, and is expected to perform the following duties: * Directly support the Portfolio Advisors in their efforts to provide a world-class wealth management experience to their clients. * Prepare client presentations and create reports for Portfolio Advisors or clients as requested. * Works on investment-oriented project requests, oversees transaction processing, obtains appropriate documentation, and ensures systems information is up to date. * Communicates with clients and Portfolio Advisors on client requests. Ensures that Portfolio Advisors follow-up with client requests. * Works with the tax area to research discrepancies and oversee adjustments on client accounts regarding tax cost issues. * Responds to incoming client inquiries for account information or to initiate transactions requested by the client (i.e., re-register gift stock, remit proceeds, sell gifts, etc.). * Follows-up with clients on inquiries via telephone or written correspondence. * Processes client cash transfer requests. Determines if funds are available in the investment account and works with Portfolio Advisors if cash needs to be raised. * Adheres to National Investment Guidelines and observes sound risk management practices. * Provides solutions to problems in situations that are atypical or infrequently occurring based on practice and existing precedents or procedures. Qualifications: * Incredibly high attention to detail. * Excellent oral and written communication skills, and capable of articulating complicated information to advisors and clients. * Very high proficiency in Microsoft Excel is a must, with experience creating macros, pivot tables, charting, V-lookup, etc. * Ability to quickly learn new computer systems, which are required to perform role. * Knowledge of investment products, services, and terminology. * Strong analytical and organizational skills. * Capable of working well in a team environment in order to accomplish team objectives. Experience: * Previous years of experience within the financial services industry highly valued. * Coursework completion towards obtaining a CFA or CFP designation highly valued. In office This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite. #LI-LG1 Salary Range: $64,170 - $102,810 USD Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.

This job posting is anticipated to remain open for 30 days, from 02-May-2025. The posting may close early due to the volume of applicants. 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 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 Read More About Job Overview Skills/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. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

Knewsales is working with a major financial institution to market and sell their credit card products in various outlets. As a result, Knewsales is expanding its team of sales representatives, so we are looking for friendly, passionate and sales-oriented individuals who are looking for a new opportunity as a Financial Sales Field Representative! Each successful sales representative will engage and interact with shoppers to introduce our client's credit card products. Job Description Why should you work for us? Steady hourly wage and commission on each sale - the harder you work, the more you earn! On-the-job training to polish those sales skills Opportunity to work with a major name in the banking industry Who should apply? People who are passionate and love the thrill of selling People who enjoy meeting new people and striking up a conversation People who have great enthusiasm and amazing communication skills Qualifications What are the roles and responsibilities? Promote and sell credit cards for one of biggest financial institutions Work at various locations to sell our client's credit cards - must be willing to travel! Engage consumers and educate them on the benefits of our client's credit cards Ensure all customers are provided accurate information about the products and services you've been assigned Assist customers in correctly filling out the applications (as outlined in training sessions) and ensure that each application is completed accurately in full What are the essential requirements? Must enjoy speaking and interacting with people Customer service and sales experience is a strong asset Thank you to all who apply; however, only those selected for an interview will be contacted. Additional InformationAll your information will be kept confidential according to EEO guidelines.

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 relati

**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **Responsibilities** + Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up + Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency + Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner + Work with Manager on more complicated customer setup activities + Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues + Maintain and enhance internal SOX control structure + Identify and implement process improvement initiatives while enhancing standardization across areas + Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management **_Qualifications_** + Bachelor's degree in related field preferred, or equivalent work experience preferred + 3+ years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred + Knowledge with SAP, Legal Contracts, and Revenue Recognition standards a plus preferred + Strong Excel and Business Objects skills **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + Must be able to take on tasks like a utility player and be agile to changing and various processes in different environments + May contribute to the development of policies and procedures + Works on complex projects of large scope, including leading offshore teams and working in conjunction with other CAH teams + Develops technical solutions to a wide range of difficult problems; solutions are innovative and consistent with organization objectives + Completes work independently and receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $66,500 - $94,900 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 8/30/2025 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

Job Description Type: Regular Full Time Salaried Exempt; (not eligible for overtime) Monday-Friday (On site) Major duties include (1) maintenance of good business knowledge of the financial markets, 2) preparation and execution of strategic marketing plans for individual (as well as office) client business, (3) maintenance of client records/files according to regulatory guidelines, (4) coordination of internal and external functions to achieve objectives. Education and Experience Requirements: A bachelor’s degree and 7-10 years of successful financial management and sales experience. Licenses/Certifications Series 7 & 63 and 65 or 66 registrations. Minnesota Life and Disability License. Fixed income trading experience. Major Area’s of Responsibility Provide second to none service to our customers and clients by preparing for meetings, providing investment research, problem solving, issue resolution, and financial planning recommendations. Meet and record communications with clients and/or prospects. Participate and respond to activities, reviews, and performance standards on a weekly, quarterly, and annual basis. Prepare a business and marketing plan that includes both short and long-term goals, strategies and tactics. Your plan should reflect and support the bank’s strategic business plan. Prepare sales forecasts. Maintain good knowledge of financial markets and competition. Maintain up-to-date knowledge of Cetera’s approved product lines and required business submission procedures. Complete all ongoing training required by the Bank and regulatory authorities, as well as required training to maintain license in good standing. Knowledge, Skills and Abilities History of success in relationship building or client facing positions including the ability to build trust and relationships. Maintenance of strict confidentiality and tactfulness in dealing with confidential customer and client information. Working at a high level of integrity for all our customers and clients. Knowledge and willingness to follow all policies and procedures established by Senior Management and the Board of Directors in addition to adherence to applicable State and Federal regulations and broker dealer (Cetera Advisor Network, LLC) regulations and policies. Must work effectively with other staff members in a manner that will encourage dialogue and collegiality in the conduct of the Bank’s business. Easily adapts to change, including new ideas and encourages others to do the same. Strong experience with successful multi-tasking and prioritization of work responsibilities Demonstrate solid analytical skills in researching and resolving problems. Keep extensive documentation on all client communications Strong communication and organizational skills. Benefits and Salary Information: Medical, Dental, Vision; Bank paid Life Insurance, Short Term Disability and Long Term Disability; Float time, vacation and sick time; 401(k); Employee Stock Ownership Plan. The salary range for this position is $70,000-90,000 depending on qualifications. Opportunity for bonus and commissions. Lake Elmo Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodation is available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact the human resources department.

This job posting is anticipated to remain open for 30 days, from 02-May-2025. The posting may close early due to the volume of applicants. 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 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 Read More About Job Overview Skills/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. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

Choose a career where changing someone else's life for the better is also life-changing for you -personally, professionally, and financially. FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL Our financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. You will receive in-depth training and partner with industry experts until you're ready to do it on your own. ______________________________________________________________________ THIS CAREER OFFERS YOU: The ability to positively impact someone else's life. Personalized mentoring and award-winning training programs. Backing by Northwestern Mutual, an industry leader with a proven track record of success. Stipends for training and licensing to help you get started. _________________________________________________________________ CAN YOU SEE YOURSELF HELPING OTHERS REACH THEIR FINANCIAL GOALS? Wondering if you'd be a good fit? See how many of the characteristics below match up to you: You know how to connect with people, building personal, trusted relationships. Financial planning is interesting to you. You're a driven person who's committed to succeeding. You're ready to earn more for your hard work. You enjoy helping people make more informed, confident decisions. You're ready to live the life you want, both personally and professionally. ______________________________________________________________________ INCOME GROWTH OPPORTUNITY: Average vs Top 25% Year 1 | $70,000 -$156,000 Year 3 | $123,000 - $202,000 Year 5 | $239,000 - $289,000 Year 10 | $334,000 - $490,000 Year 15 | $441,000 - $790,000 Beyond income, you'll also have access to a comprehensive benefits package: Comprehensive medical insurance Two pension plans Life and disability insurance Health care and dependent care reimbursement accounts Reimbursement for licensing and ongoing education We want people with different backgrounds and work experience, including but not limited to: financial services, business development, b2b, b2c, hospitality, banking, sales, marketing, management, educators, athletes, logistics, lawyers, attorneys, juris doctorate, communications, real estate, entrepreneurs, military veterans, and community influencers. We hope you have a Bachelor of Arts or Science degree from a four-year college or university. It's also a plus if you have strong interpersonal skills, grit, motivation, and are a self-starter. *** Financial Representative | Financial Advisor | Wealth Management Advisor *** ______________________________________________________________________ About Northwestern Mutual: Northwestern Mutual has been helping families and businesses achieve financial security for 160 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. With $250.4 billion in assets, $28.2 billion in revenues, and more than $1.6 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.4 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $100 billion of client assets as a part of its wealth management and investment services. Recent Awards and Accolades: -FORTUNE 97 (FORTUNE 500, 2017 - 2021) -One of the “World's Most Admired” life insurance companies (FORTUNE Magazine, 2017 - 2021) -Best Places to Work (Glassdoor, 2018, 2021) -Highest Rated CEO's (Glassdoor, 2017 - 2021) -50 Best Companies for Diversity (Black Enterprise Magazine, 2016) -50 Best Companies to Sell For (Selling Power Magazine, 2016) -Top Workplace (Star Tribune 2009-2021) Job Types: Full-time

**_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans, and policies of the organization, establishes, and maintains fiscal controls, prepares, and interprets financial reports, oversees financial systems, and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions. **_Responsibilities_** + Serve as a key member of the Sonexus FP&A team, responsible for providing analysis, reporting, and support related to all aspects of Sonexus, but with emphasis of ownership of a larger cost center specific P&L + Serve as the key liaison between operations pertaining to that specific cost center + Support overall Sonexus budget & forecast deliverables, reporting, and presentations, ensuring accuracy and timeliness + Support continuous improvement of financial packages and deliverables for specific P&L + Provide timely and accurate analysis and reporting which will allow the business to understand performance versus objectives and make further decisions + Support month-end close activities as necessary to ensure accuracy in our financial reporting + Manage multiple deliverables and deadlines concurrently + Support ad hoc requests and initiatives as necessary **_Qualifications_** + 4-8 years of experience preferred + BA, BS, or equivalent experience in related field preferred **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives **Anticipated salary range:** $79.,700 - 113,800 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 08/05/2025 *if interested in opportunity, please submit application as soon as possible. _The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity_ _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************