Finance planner jobs in Lakewood, CO - 318 jobs

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

About the Opportunity Our client, a leading healthcare-focused investment banking firm with deep expertise in mergers and acquisitions, debt and equity capital raises, and leveraged buyouts, is seeking a talented Analyst to join their growing team. This is an exceptional opportunity for a motivated professional to play a critical role in supporting senior bankers on high-profile transactions across the healthcare sector, including middle-market M&A, private equity, and corporate finance. Key Responsibilities Conduct research and prepare analyses on companies, industries, capital markets, historical financials, and prospective financial data. Develop financial models, valuation analyses, debt and capital adequacy assessments, marketing materials, and client presentations. Support transaction due diligence and related project execution. Assist in researching and preparing pitch books for prospective clients, industries, and advisory initiatives. Maintain and enhance databases for financing sources, investors, and clients to streamline deal marketing and execution. Identify and evaluate deal-appropriate investors. Mentor junior analysts and interns. Ideal Candidate Profile Minimum 1 year of investment banking experience required. Bachelor's degree in Finance, Accounting, Economics, or a related field. Strong skills in financial modeling, financial statement analysis, and valuation techniques. Excellent written and verbal communication skills. Ability to manage multiple projects under pressure and meet deadlines. Demonstrated success in executing financial and operational due diligence. Ability to thrive in a fast-paced, team-oriented environment. Must be in Denver, CO or willing to relocate.

At MorningStar Senior Living, we talk a lot about culture. In fact, we rather obsess about it. For without a transformative culture, we cannot begin to elevate and celebrate the lives of our resident-heroes, and be ourselves changed for the good in the process. So, we seek great hearts, other people like us, who care and want to do work that matters. We select people like us who believe that the most satisfying life is one that is outward-bound and rooted in servant-leadership. JOB SUMMARY Investments Associate will play a critical role in driving MorningStar Senior Living's growth and performance across its portfolio of senior housing communities. This position will oversee investment analysis, asset management strategies, and execution of large-scale initiatives to maximize value creation. The ideal candidate is a strategic thinker with strong financial acumen, deep understanding of real estate investments, and proven ability to manage complex projects and relationships. DUTIES AND RESPONSIBILITIES OF THE POSITION Investment Management Lead underwriting and financial analysis for acquisitions, developments, and recapitalizations. Support deal execution for actionable projects including due diligence, LOI negotiations, and closing processes. Monitor market trends and identify new investment opportunities aligned with company growth objectives. Asset Management Oversee large-scale CapEx planning and execution across multiple communities. Manage 5-year CapEx plans, physical plant compliance, and TELS usage. Drive performance optimization through rate management, and annual rate increase reporting. Lead strategic planning and follow through for focus communities. Implement proactive strategies for internal transactions and capital call management. Financial & Operational Oversight Prepare templates and review monthly reporting packages and performance dashboards. Lead initiatives for revenue optimization and expense control across the portfolio. Support equity relationships and investor reporting requirements. Stakeholder Engagement Maintain and create strong relationships with capital partners. Coordinate with internal teams and external partners to ensure alignment on investment and asset management strategies. Participate in regular calls and updates with equity partners and internal leadership. Job Qualifications Demonstration of our Core Values: Love, Kindness, Honesty, Goodness, Fairness, Respect Bachelor's degree in Finance, Real Estate, Business, or related field. 4+ years of experience in real estate investments and asset management, preferably in senior housing or healthcare real estate. Strong financial modeling and analytical skills; proficiency in Excel and financial software. Excellent communication and relationship management skills. Ability to manage multiple projects and deadlines in a fast-paced environment. Compensation · This position will be a full-time position eligible for MorningStar's full benefit package. See: ************************************************ · This position will be paid hourly at a wage dependent upon the person's experience and applicable skills. It is expected the range will be $85,000 - 95,000 annually

Count on us.Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. PMCF, a U.S. registered broker/dealer, is an investment bank providing merger and acquisition services to middle market companies throughout North America, Europe and Asia. As an affiliate of Plante Moran, one of the dozen largest accounting and professional services firms in the nation, we deliver an intimate knowledge of the middle market coupled with an array of services that rivals large, international investment banks. Simultaneously, we maintain a culture of independence and senior-level involvement that supports our middle-market clients and their financial needs. We're looking for a problem solver focused on quality and accuracy with a passion for investment banking. If you enjoy data analysis, supervisory responsibilities, and how data can inform a transaction, this associate position might be right for you. PMCF, a U.S. registered broker/dealer, is an investment bank providing merger and acquisition services to middle market companies throughout North America, Europe and Asia. Since being formed in 1995, our investment banking team has served a wide array of clients, including individual and family-owned businesses, large public companies, and private equity firms. Our team of professionals has more than 230+ years of industry experience and is organized by industry, with specializations in Industrials, Plastics & Packaging, Business Services, Technology & Software, Consumer/Food/Retail, and Healthcare. We bring up-market analysis, strategy, and capability to the middle market by: Fostering a deep and trusting relationship with each client. Providing continuous senior level involvement throughout the process. Developing supported positioning points aligned with value drivers and growth opportunities. Identifying potential impact risk factors and creating mitigating strategies. Leveraging the deep industry experience. Providing on-the-ground global coverage through our international colleagues through Corporate Finance International. As an affiliate of Plante Moran, one of the dozen largest accounting and professional services firms in the nation, we deliver an intimate knowledge of the middle market coupled with an array of services that rivals large, international investment banks. Simultaneously, we maintain a culture of independence and senior-level involvement that supports our middle-market clients and their financial needs. Your role. You will be responsible for providing various qualitative and data-driven components for the development of M&A transactions. Your work will include, but not be limited to: Oversight and accuracy of analyst duties, including review of modeling, research methodology and deal wrap-up activities Developing various analytical and data-driven components for the development of M&A transactions Researching industries and/or companies to be used for prospective buyer's lists, industry overviews, general knowledge, buying trends, and practice development Developing and manipulating financial models and/or valuations for financing, structure, and cash flow feasibility Writing assigned sections of selling documents detailing very specific attributes and pertinent information about the company Involvement in assembling, developing, and/or editing information requests, due diligence lists, confidentiality agreements, engagement letters, proposals, and management presentations Communicating with potential buyers, financial institutions, attorneys, referral sources, and clients Participation in strategic discussions surrounding the transaction. The qualifications. Bachelor's degree in accounting or finance, MBS preferred but not required At least 3 years work experience in investment banking or transactional related field is required. Qualified individuals must either reside in or near the Metro Detroit, Chicagoland or Denver area or be willing to relocate to the area for this opportunity. What makes us different? Expertise. Integrity. Results. These qualities have led middle-market companies to put their trust in PMCF. Our professional team offers creative instincts and opportunities to grow and thrive in an environment that is both challenging and rewarding. We live and work by the Golden Rule We offer a work-life balance that is generally not available with large investment banks We have a promote from within mentality with opportunities for advancement This is a non-exempt position, so you may have to work hours that exceed the standard 40-hour work week. This position may require travel. The regulatory notices below include all affiliated entities of Plante Moran, including PMCF Advisors. What makes us different? Expertise. Integrity. Results. These qualities have led middle-market companies to put their trust in PMCF. Our professional team offers creative instincts and opportunities to grow and thrive in an environment that is both challenging and rewarding. We live and work by the Golden Rule We offer a work-life balance that is generally not available with large investment banks We have a promote from within mentality with opportunities for advancement PMCF is committed to a diverse workplace.We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.PMCF is an Equal Opportunity Employer. PMCF maintains a drug-free workplace. Interestedapplicantsmust submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of PMCF. The specific statements above are not intended to be all-inclusive. We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time. Compensation information posted is based on a position being located in the state of CO, IL, or MA. Please review theposition location for theapplicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range for their position, as compensation decisions are determined through a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer market-based starting salaries that are consistent across individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent. Under Colorado's Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation. The compensation range for this role in IL, MA or CO is: $135,000.00 - $155,000.00 #LI-KN1 #LI-Onsite

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Wealth Advisor will be an essential member of a dedicated client practice team servicing Empower clients. In partnership with the Practice Lead and the Client Experience Specialist, it will help deliver a high-touch, highly personalized experience designed to support our clients. Responsibilities will focus on relationship management and delivering thoughtful, strategic planning conversations within your area of expertise. Coordinate ongoing financial reviews, support the execution of planning campaigns, and help identify opportunities to deepen relationships and expand wallet share within an elite client base. This role is designed for a detail-oriented and proactive advisor who brings deep curiosity, strong financial acumen, and a commitment to delivering an experience that is Easy, Personal, and Enlightening-an essential part of our mission to empower financial freedom for all and our vision to transform financial lives through advice, people, and technology. This is an opportunity to play a key role in delivering a first-class client experience and to make a meaningful impact on the financial lives of the clients we serve. What You Will Do Deliver a personalized, high-touch client experience for Empower clients, supporting both proactive and reactive engagements related to onboarding, financial planning, and investment strategy. Lead clients through key planning milestones and campaign-driven outreach in partnership with your practice team, ensuring a seamless and proactive experience. Strengthen client relationships by managing ongoing communications, anticipating needs, and serving as a consistent point of contact in coordination with your Practice Lead and Client Experience Specialist. Identify planning opportunities based on client conversations and data insights; lead the information-gathering process to support timely and relevant recommendations. Provide financial planning tailored to each client's unique goals-delivering guidance independently or in collaboration with your practice team, depending on complexity and client preference. Support the implementation and monitoring of investment strategies aligned with client objectives and risk profiles; remain up to date on market developments, economic conditions, and regulatory changes. Collaborate with internal stakeholders across Empower Personal Wealth to ensure compliance and operational excellence. What You Will Bring Bachelor Degree in Business or related discipline or equivalent experience 4+ years related work experience in financial services and/or customer experience FINRA Series 7, 63, and 65 FINRA registrations required FINRA fingerprinting required Sufficient knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning. Excellent verbal and written communication skills; strong interpersonal skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong situational awareness and contextual thinking, and strong organizational and presentation skills. Exceptional at delivering effective client consultations - always composed, professional, and skilled at establishing trust and building long-term client relationships. Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients. Proficient in or ability to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems. What Will Set You Apart CFP, CRPC, preferred Prior experience as a high performing Financial Advisor & Planner, serving our Premier/Brokerage clients ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $65,600.00 - $92,675.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer * Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 02-14-2026 Want the latest money news and views shaping how we live, work and play? 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RE/MAX Holdings is seeking a skilled and driven Financial Analyst with 2+ years of experience to join our FP&A team. This mid-level role is responsible for leading financial planning and analysis across key business segments, with a focus on strategic forecasting, performance measurement, and cross-functional collaboration. The ideal candidate will bring a strong analytical foundation, proven experience in corporate finance, and the ability to translate complex data into actionable insights that influence decision-making at all levels of the organization. This position requires a proactive mindset, ownership of financial deliverables, and the ability to partner effectively with stakeholders across departments. You'll play a critical role in budgeting, forecasting, variance analysis, and executive reporting, while also contributing to strategic initiatives and process improvements. Key Responsibilities Lead financial planning processes including annual budgeting, rolling forecasts, and long-range planning for assigned business units. Partner with department leaders to develop accurate forecasts, identify cost-saving opportunities, and support strategic initiatives. Perform detailed monthly variance analysis between forecast, budget, and actuals; investigate root causes and recommend corrective actions. Prepare and present financial reports and dashboards to senior leadership, highlighting key performance drivers and trends. Build and maintain complex financial models to evaluate business cases, investment opportunities, and strategic initiatives. Collaborate with cross-functional teams to improve forecasting accuracy and drive operational efficiency. Support executive leadership with ad-hoc analysis, scenario modeling, and strategic recommendations. Contribute to the development of new reporting templates and tools Continuously identify and implement process improvements to enhance the quality and impact of FP&A activities. Qualifications & Skills Required: Bachelor's degree in Finance, Accounting, Economics, or related field. Required: Minimum of 2+ years of experience in a Financial Analyst role, preferably within corporate FP&A. Proven experience in budgeting, forecasting, financial modeling, and performance analysis. Strong business acumen and ability to influence stakeholders through data-driven insights. Advanced proficiency in Microsoft Excel and PowerPoint. Experience with Oracle/Hyperion, PBCS, and Tableau or SQL is a plus. Solid understanding of financial statements and GAAP accounting principles. Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial audiences. Highly organized, detail-oriented, and capable of managing multiple priorities independently. Demonstrated ability to work collaboratively across teams and contribute to a culture of continuous improvement. Compensation & Benefits Hire Range/Rate: Final compensation will be based on experience, skills, and location. Additional compensation may include bonus eligibility. Benefits Include: Competitive medical, dental, and vision coverage 401(k) and Roth 401(k) with company match Health savings account with company contribution Flexible spending accounts Paid parental leave (maternity, adoption, foster) Educational assistance and student loan support Paid holidays and flexible time-off program ClassPass discount and monthly subsidy And more! About RE/MAX Holdings RE/MAX is the #1 real estate brand in the world, empowering entrepreneurs through industry-leading tools, training, and technology. Join a company where your ideas are valued, your contributions matter, and your career can thrive. Hire Range/Rate: $70,000 - $83,000 Actual compensation offered to candidate will be finalized at offer and may be above or below the posted range due to skill level, experience, industry specific knowledge, education/certifications, or geographic location. The offer rate represents one component of the RE/MAX, LLC total compensation package. Employees will also receive a number of benefits as listed below. Other compensation for this position may include bonus eligibility. Competitive Medical, Dental, and Vision benefits Retirement plans with optimal company match Annual bonus/merit opportunity Educational Assistance Mental Health support program O.R.E. Events offered in-person and virtually Mentorship program Employee Resource Groups Community Engagement Diversity, Equity, and Inclusion Parenting Remote Women at REMAX RE/MAX, LLC & Motto Mortgage Now is your chance to become part of a world-class, industry leading organization. RE/MAX Holdings, Inc. is a business that builds businesses. We provide the tools, education and tech to our real estate network, which includes RE/MAX and Motto Mortgage franchises, agents, brokers, and consumers. Join us and build a career where your contribution is heard, your RE/MAX Holdings, Inc. is proudly headquartered in Denver, Colorado. Certain roles may be location specific, however in addition to Colorado, we welcome qualified candidates in the following states: Arkansas, California, Florida, Georgia, Illinois, Massachusetts, Michigan, Ohio, and Texas! RE/MAX Holdings, Inc. is proud to be an equal opportunity employer committed to diversity and inclusion, as well as non-discrimination in employment. All persons shall be afforded equal employment opportunity, and all qualified applicants receive consideration without regard to race, color, religion, gender, sexual orientation, national origin, age, veteran status, disability unrelated to performing the essential task of the job or other legally protected categories. In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information. *As measured by transactions sides Application Deadline: January 22, 2026

This associate will review and analyze all invoicing for business partners and ensure that estimates match on the map for what is being billed. Process all invoicing for genesis work and process change orders that come in from business partners. * Core Responsibilities:* * Tracks and analyzes key financial metrics and operational procedures to foster process improvements. Drives operational efficiencies and cost savings. * Analyze review and modify large data sets using various database and querying solutions in order to be able to calculate payments and accruals provide analytics and reporting for transactional products offered. * Participates in the development and utilization of financial models and analysis. Helps to prepare budgets and forecasts as directed by Manager. * Evaluates financial risks and opportunities by creating and reviewing operational and financial metrics. * Assists with the preparation of weekly monthly and annual financial reports. * Researches variance to budget and forecast through detailed operational and financial metrics and explains results. * Prepare and reviews journal entries during month and year-end processes. * Consistent exercise of independent judgment and discretion in matters of significance. * Regular consistent and punctual attendance. Must be able to work nights weekends and variable schedules as necessary. * Prepare and distribute financial reports and analysis to support the monthly quarterly and year-end financial close processes to ensure that financial statements are accurate and complete in all aspects. * Prepare and analyze monthly invoices and accruals to ensure accuracy to financial statements and subscriber reporting which includes the research resolution and communication of any potential issues or misstatements. * Assist in process improvement and standardization projects by identifying risk areas and recommendation for improvements. * Review audits presented by the networks and develop a process to streamline the efforts in the research analysis and tracking in this area. *Qualifications/Requirements:* * Bachelors Degree or Equivalent Experience * Generally requires 3-5 years related experience * Previous construction or telecom construction finance experience preferred but not required. * Ability to learn quickly and collaborate with business partners and the finance team. We reserve the right to pay above or below the posted wage based on factors unrelated to sex, race, or any other protected classification. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. This temporary role may be eligible for the following: * Medical, Dental & Vision * 401(k)/Roth * Basic/Supplemental Life & AD&D * Short and long-term disability * HSA & DCFSA * Transportation benefits * Employee Assistance Program * Company Paid Time off or State Sick Leave *Job Type & Location* This is a Contract position based out of Denver, CO. *Pay and Benefits*The pay range for this position is $20.00 - $25.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: * Medical, dental & vision * Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and dependents) * Short and long-term disability * Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program * Time Off/Leave (PTO, Vacation or Sick Leave) *Workplace Type*This is a hybrid position in Denver,CO. *Application Deadline*This position is anticipated to close on Jan 29, 2026. h4>About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

The Strategy/Investment Associate is a unique hybrid operating / investing role with the opportunity to learn all aspects of real estate investments and work on analyses that will drive core strategic business decisions at Tract. The role will involve market research, financial analysis and modeling, site acquisition, due diligence, and data analysis / visualization to produce a variety of investment materials to present to senior leadership. The right candidate is a self-starter with strong research and analytical abilities, comfortable working in team environments, but also able to independently manage and own tasks. This is an exciting role with an opportunity to build skills, leverage experienced mentorship to learn deal sourcing and negotiation, and grow within a dynamic company. Responsibilities Research, gather, and analyze useful datasets from public and proprietary sources to summarize market trends and evaluate new opportunities Develop, screen and contact acquisition prospects and other market stakeholders Create financial models using data-driven assumptions to determine valuation/ acquisition pricing and potential investment returns Build presentation materials to form an investment case and present to senior leadership/investment committee Collaborate with GIS, development, and legal teams to accelerate due diligence efforts and work towards transaction closing Baseline Requirements Education: Bachelor's Degree in Accounting/Finance, Economics, Real Estate, Computer Science, or related degree. Experience: 3+ years of experience at an investment bank, management / strategy / real estate consulting firm, corporate development, or private equity / venture capital Prior experience in transaction execution Proficiency in Microsoft Excel / Word / PowerPoint Bonus: familiarity with GIS data formats, experience with data visualization tools (e.g. Tableau or equivalent), or programming (e.g. Python, R, Javascript) Preferred background in data centers, real estate, utility, or industrial industries Travel: This position will require occasional travel to Tract markets - up to 10% per year. Required Traits and Skills Responsible, ethical, and collaborative mindset with a can-do attitude, pride in work product, and appreciation of the value of communicating, brainstorming and sharing information Passion for entrepreneurial growth or real estate and a hands-on, collaborative approach towards investing and business Enthusiastic problem solver who enjoys widely varied challenges Self-starter who can take the lead on complex projects, work under pressure, deal with multiple deadlines, and work with minimal supervision Detail oriented to support data-driven analysis and decision-making Strong written communication skills including internal reports / memos and verbal communication skills including presentations to senior leaders and board members Eagerness to be a part of building something unique, special, and valuable in a dynamic environment with a top-notch team Expected Salary Range: $155,000 - $195,000 Total Compensation (Base + Annual Bonus) Tract Employment Tract employees enjoy competitive compensation and comprehensive benefits, including 100% employer-covered medical, dental, and vision insurance, a 401K program, standard paid holidays, and unlimited PTO. NOTE: This job description is not intended to be all-inclusive. Employees may perform other related duties as assigned to meet the organization's ongoing needs. Tract is proud to be an Equal Opportunity Employer. Qualified applicants are considered for employment regardless of age, race, color, religion, sex, national origin, sexual orientation, gender identity, disability, or veteran status. If you need assistance applying for any of our open positions, please contact us at **************.

Reports to: Head of Investor Relations Schedule: Full-time, Monday-Friday, In-Office Speed Bay Warehouse Solutions is a vertically integrated real estate investment and management platform focused on acquiring and operating shallow bay, multi-tenant light industrial assets in prime infill markets throughout the U.S. Sponsored by the founders of Black Creek Group-whose 30-year track record includes over $25 billion in real estate transactions-the firm is led by a seasoned executive team with extensive real estate industry experience and deep expertise investing in and managing multi-tenant light industrial properties. Speed Bay is building a national portfolio designed to deliver durable, long-term value through disciplined acquisitions, operational excellence, and technology-enabled performance. This is an exciting opportunity to join an emerging commercial real estate operating platform focused on acquiring and managing multi-tenant light industrial shallow bay properties in key metropolitan areas across the US. About the Role The Investor Relations Associate is responsible for overseeing all investor information, marketing, and communication initiatives, serving as a liaison for current and prospective investors. This role helps lead the development and execution of Speed Bay's corporate brand, including capital raising campaigns, investor communications, and investor due diligence requests. The Associate will manage the company's investor and marketing materials and collaborate with cross-functional leadership to support product development, and long-term growth of the company's capital markets presence. Key Responsibilities Serve as one of the primary contacts for investor information needs, responding to formal Requests for Proposal (RFP), ad hoc diligence inquiries, and completion of Due Diligence Questionnaires (DDQs) through the fund marketing process. Work with legal counsel to prepare and manage investor-facing documents, including Private Placement Memorandums, co-investment offerings, special fundraising notices, and memos for specific diligence topics. Communicate with prospective and existing investors to address ongoing questions and requests as they complete fund due diligence. Coordinate logistics, agendas, and materials for onsite and virtual due diligence meetings with potential investors. Partner with executive leadership, acquisitions, and product development teams to support new and existing investment products, participate in development of marketing materials for launches, and ensure clear communication of product features and performance to investors. Lead corporate brand strategy across investor communications. Develop, review, and update marketing assets such as pitch decks, brochures, branding guides, and other collateral to support capital raising and company visibility. Present ideas, instructions, and investment information clearly, both orally and in writing, to internal and external audiences. Review and interpret real estate investment performance data for communication with investors and consultants. Manage multiple projects, leveraging internal resources to ensure timely, accurate, and effective completion. Maintain a helpful, patient, and professional attitude in all interactions across teams and with external partners and investors. Support product development initiatives by collaborating with acquisitions and executive teams on new fund structures to align with investor interests and market demand. Travel as required to fulfill job responsibilities and attend meetings, trainings, or events, based on business and fund raising needs. Qualifications Bachelor's degree (B.A. or B.S.) in business, real estate or related field. Minimum 5 years' experience in investor relations, financial services or a related capacity. Real estate experience required. Demonstrated ability to interpret and explain real estate investment data and complete industry-standard DDQs. Exceptional written and verbal communication skills and ability to present complex concepts. Excellent organizational, self-review, project management, and multitasking capabilities with attention to detail and accuracy. Proficient in design and office platforms (Adobe, Microsoft Office Suite, etc.). Strong team orientation and cross-functional collaboration skills. Knowledge of fund structures and investment marketing is a requirement. What We Offer Competitive salary + bonus structure Benefits package including Medical, Dental, Vision and Life Insurance 401k Plan Paid office parking Growth opportunities within a thriving real estate company A collaborative and supportive work environment The opportunity to shape the company's brand and directly impact market presence Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. The annual full-time base salary range for this role is: $110,000 - $135,000 Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and Speed Bay Senior Management approval. Speed Bay offers PTO and paid holidays, the terms of which are set forth in the program policies. All full-time employees are also eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K, in each case in accordance with the terms of the applicable plans. Pay Transparency Nondiscrimination Provision: Speed Bay is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Know Your Rights: Workplace Discrimination is Illegal: Speed Bay does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to Speed Bay in any manner will be considered Speed Bay property, and Speed Bay will not pay a fee for any placement resulting from the receipt of an unsolicited resume.

GLC Advisors & Co. is a leading independent investment banking advisory firm delivering objective, senior-level expertise to successfully execute financial advisory assignments. The senior professionals at GLC have advised on over 900 transactions involving more than $800 billion in aggregate deal volume. The senior team at GLC has worked together over two decades and brings financial advisory experience from a variety of bulge bracket and elite boutique investment banks. GLC offers comprehensive services to its clients across many product areas including: Mergers & Acquisitions Financing / Debt Advisory Restructurings & Recapitalization Valuation and Fairness Opinions Our offices are located in New York, Denver, Los Angeles and San Francisco. For more information visit ************* Job Brief Our Denver office is looking for an exceptionally talented individual at the Associate level for our growing Technology practice. Associates work on small deal teams and have direct exposure to clients and senior bankers. Associates are expected to handle a high level of responsibility in the execution of M&A, financing and restructuring transactions. Consequently, we expect our Associates to embrace a fast-paced environment, a high-level of responsibility, and leadership in a team setting. Responsibilities Individuals will be assigned a wide variety of projects and given as much responsibility as their experience and capabilities permit. Responsibilities include: Planning, structuring and executing M&A and financing transactions Interfacing with clients as well as legal counsel to drive transaction execution Managing deal teams and working with analysts to develop information memorandums, financial models, valuation analyses and presentations Preparing presentations and analyses under tight timelines used for client interactions Qualifications Exceptional work ethic, intellectual curiosity, leadership and analytical aptitude Prior experience working as an analyst or associate within an investment bank is preferred but not required Demonstrable transaction and managerial experience preferred Proven self-starter Strong modeling and financial statement analysis skill Knowledge of Excel, Word, PowerPoint, Capital IQ, PitchBook, and other financial information tools Excellent written and oral communication skills Ability to work in a fast-paced environment Bachelor's Degree required We offer an exciting work environment with an entrepreneurial spirit. Benefits include healthcare, dental and vision coverage. The position is eligible for incentive bonus compensation. GLC Advisors is an equal opportunity employer. We do not discriminate on the basis of, and will consider all qualified applicants for employment without regard to race, color, religious creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, martial or partnership status, sexual orientation, gender identity expression, disability, medical condition, genetic information or predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other category protected by law. GLC Advisors also complies with all applicable laws with regard to providing reasonable accommodation of disabilities to applicants.

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights * Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking * Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance * Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations * Location: In-office presence required * Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience * Education: Bachelor's degree or equivalent skills and work experience * Licensing: State Life & Health, SIE, Series 7, Series 66 * Personal Attributes: values-driven with a track record of success and accomplishment * Communication Skills: excellent interpersonal and communication abilities with strong self-confidence * Mindset: entrepreneurial spirit with a desire to positively impact others' lives * Collaboration: ability to work with and learn from top performers * Work Authorization: must be authorized to work in the United States Training & Development * FINRA Sponsorship: provided for required FINRA licensing * Preliminary Employment Period (PEP): comprehensive 120-day hands-on training * Virtual University: access to Equitable Advisors' Virtual University for continuous learning * Mentorship: opportunities for joint work and mentorship * Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed * Leadership Development: access to Leadership Development School for those with management ambition * Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits * Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. * Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $31,700 annually. * Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. * Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Title: Investor Relations Associate Scale IR is hiring on behalf of a private investment sponsor raising capital under Rule 506(c). This firm is an alternative asset manager specializing in private real estate and private credit, focused on value-add multifamily properties. The platform offers institutional-quality investments, managing all aspects of property and construction in-house, and provides deal-by-deal access, as well as private fund offerings. The firm is looking for a full-cycle Investor Relations Associate with a proven track record in capital raising, who can own the investor relationship from first contact through to close. Key Responsibilities Own the full investor journey: from first contact through to commitment Qualify inbound and reengaged leads for timeline, liquidity, accreditation, and fit Educate prospects on the firm's investment thesis, offerings, and process Guide prospects through next steps: diligence, calls, document access, and Q&A Involve partners or senior IR professionals as needed to close high-potential leads Maintain pipeline tracking and reporting in CRM Follow up with leads throughout the funnel to maximize conversion and retention Hit activity and conversion goals aligned to meetings, movement, and closes Work with the IR and marketing teams to develop investor decks, case studies, and branded collateral What Were Looking For 3+ years in a client-facing role with measurable success across revenue or retention Proven ability to manage a sales or engagement pipeline end-to-end Comfortable navigating investor objections and managing complex conversations Familiar with CRM platforms (HubSpot, Salesforce, Active Campaign, etc.) Background in financial services, private equity, or high-ticket consultative sales is a plus Self-starter comfortable working remotely and meeting weekly performance goals Ongoing support with investors, feedback on products/collateral or industry/market research is all a plus Qualifications 3+ years of professional experience in investor relations with measurable success in capital raising, private equity, real estate investment, wealth management, or financial sales Familiarity with accredited investor and institutional sales processes Strong organizational skills with an ability to manage multiple priorities and follow through on details Skills & Competencies Excellent communication and presentation skills; comfortable interacting with investors and stakeholders at all levels Strong sales skills; comfortable with financial models, KPIs, forecasts, and performance metrics Financial acumen - comfortable discussing investment structures, returns, and performance metrics Proficient in CRM tools (e.g., HubSpot, Salesforce) and Microsoft Office Suite; experience with investor portals a plus Team-oriented with a proactive, self-starter mindset Why Join Work directly with a fast-growing investment platform and senior leadership team Gain hands-on exposure to both retail and institutional capital markets Career growth potential in a rapidly expanding IR function Competitive base salary, performance-based bonuses, and participation in project profit interests Hybrid work flexibility and a collaborative, entrepreneurial team culture in Denvers investment community

**_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_** + Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes. + Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies. + Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience. + Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems. + Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce. **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of pricing and/or contracts experience or similar work experience preferred + 2+ years in a customer facing capacity highly preferred + Experience with the following systems preferred + SAP/Business Objects + Salesforce + MS Excel + MS Vizio/Lucid Chart **_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 + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **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:** 02/06/2026 *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. \#LI-Remote \#LI-SP-1 _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 (***************************************************************************************************************************

Vivage Senior Living is recognized as a national leader driving high quality service for seniors, their families, and our employees. "Vivage” means "celebrating aging” inspiring our focus to create innovative and customer-driven models filled with personalized and meaningful living experiences. We are a senior health care, solution driven company servicing 30+ facilities in the state of Colorado. WHAT'S IN IT FOR YOU AS A VIVAGE EMPLOYEE? Competitive Salary Flexible working hours Daily Pay Advance Option Available Holiday Pay (when working on a major holiday) Sick time pay accrual Paid Time Off Health, Dental, Vision, and More OVERVIEW OF THE ROLE The primary responsibility of your job position is to assume responsibility for financial consulting oversight of the facility business office, including Accounts Receivable, Accounts Payable, and Resident Trust. Performs internal audit services for client facilities following current federal, state and local standards, guidelines and regulations that govern long term care and assisted living facilities. KEY RESPONSIBILITIES Monitor assigned facility business office performance and compliance in all aspects of A/R, A/P, and RTA functions. Monitor assigned facilities for A/R: DSO, billing submission timelines, triple check processes, private pay policy compliance, ADR/RAC monthly calls, billing compliance and A/R review notes. Monitor assigned facilities for A/P spend downs, check registers, petty cash, and GL coding. Attend assigned Vivage Community Operations Report (COR) and In-House A/R reviews as scheduled. Conduct Resident Trust compliance reviews quarterly. Implement and monitor performance improvement plans as needed. Schedule consistent facility site visits at a minimum every two months, scheduling at least 1 week in advance (prefer 2 weeks). Regularly communicate facility issues to Nursing Home Administrator and Director of Field Operations. Concerns to be brought to Nursing Home Administrator first, then to DFFO and SVPO. Prepares written and oral reports summarizing results of consulting visits to the facilities and tracking critical ongoing issues and projects on Vivage COR file. EDUCATION/EXPERIENCE Must possess, as a minimum, an Associate's Degree in Accounting or Business Administration (or related field) from an accredited college or university. Equivalent combination of education, training, and experience may substitute for education requirements. Must have, as a minimum, five (5) years experience in an administrative or consultative capacity in a nursing facility. Accounting or full-charge bookkeeping experience and nursing home business-office experience required. Long Term Care experience, particularly in the areas of Medicare, Medicaid, Managed Care and Private Patient billing and collections required. Knowledge of accounts payable, accounts receivable, and resident trust applications. Three (3) years experience preferred. Must have knowledge of general ledger accounting. Must maintain a valid, unrestricted Colorado driver's license. Ability to pass a criminal background check as well as Colorado CAPS background check. COVID Vaccine Required or Valid Exemption. We are an Equal Opportunity Employer

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

Job Profile Job Title: Intern, Financial Analyst Reports To: Senior FP&A Analyst Department: Finance Primary Location: Boulder and Denver, CO Compensation: $20/hour Congruex is looking for an Intern, Financial Analyst to join our team. Learn more about it at **************** . Who is Congruex Congruex designs and builds broadband and wireless communications infrastructure. The work we do enables everything in the modern world to operate, from healthcare and energy to transportation and social interactions. We deliver turn-key network solutions under a single platform by aligning our engineering and in-market construction operating units. Our vision is to be the best end-to-end provider of network services in the U.S. and our core values of GRIT connect everything we do. We are building tomorrow, together. Will you join us? Your New Job Job Summary: Congruex is seeking a highly motivated financially oriented intern to join our growing Corporate Finance team. This position will report to our Senior Financial Analyst and will have significant exposure to the CFO, Controller, Sales, and Operations team. The primary responsibilities will be to support financial planning and analysis for a company that is experiencing rapid growth amidst unprecedented industry demand for increased wireless and broadband connectivity. The ideal candidate will have a passion for delivering actionable and insightful data analytics that will drive forecasting, process improvement and margin expansion initiatives, as well as the annual budget process. This role is a tremendous opportunity to develop a well-rounded financial skill set while gaining experience in the technology and digital infrastructure industry Key Responsibilities: · Perform financial analysis that provides timely and accurate support for monthly financial and operational reporting processes · Support and refine annual budget process and recurring forecasting process · Provide operational support for Treasury, including cash management and cash forecasting · Support capital markets initiatives, including refinancing and debt issuance activities · Support the Corporate Development team with merger and acquisition activity, including due diligence support and transaction execution and integration · Collaborate with Finance Transformation team to continuously evolve and improve financial reporting processes, visibility, and controls · Support Accounting and Strategic Transformation teams in identifying and implementing new systems and processes to create back-office efficiencies · Partner with operating units to identify and implement performance improvement opportunities that drive margin expansion Qualifications: · Strong interpersonal, communication and leadership skills · Intellectually curious with a desire to understand and improve processes · Ability and desire to learn how to optimize financial and operational processes in a rapid growth environment · Currently studying to complete a university degree in Finance, Accounting or a major oriented toward Quantitative Analysis with exposure to Finance & Accounting curriculum Preferred Skills: · Exposure to key operational and financial accounting concepts and financial statement analysis · Ability to work with complex data sets Why Work At Congruex Opportunities We offer opportunities at all levels across the nation - from students to industry veterans - in areas of engineering, construction, and professional services. Wellbeing We value the wellbeing of our people and offer competitive compensation, health benefits, wellness resources, 401(k) retirement planning, and employee recognition and leadership development programs. Options may vary by geographic location. Culture The pillars of Congruex culture are GRIT, safety, inclusion, and family. · GRIT: Our GRIT values are part of our company DNA and the touchstone for our multinational workforce. o Guts - having the guts to do the right thing o Reliability - being reliable to deliver what we promise o Innovation - innovating every day o Teamwork - embracing teamwork together as One Congruex · Safety: We are committed to 24/7 safety practices on our jobsites, within our offices, and all the places our team exists in between. · Inclusion: Congruex embraces our team's diversity and promotes an inclusive workplace for all. · Family: We are a family-oriented company committed to the long-term health and development of our people. The Fine Print: Some benefits have eligibility criteria. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. This document does not create an employment contract, implied or otherwise, other than an “at-will” employment relationship.

Job Profile Job Title: Intern, Financial Analyst Reports To: Senior FP&A Analyst Department: Finance Compensation: $20/hour Congruex is looking for an Intern, Financial Analyst to join our team. Learn more about it at ***************** Who is Congruex Congruex designs and builds broadband and wireless communications infrastructure. The work we do enables everything in the modern world to operate, from healthcare and energy to transportation and social interactions. We deliver turn-key network solutions under a single platform by aligning our engineering and in-market construction operating units. Our vision is to be the best end-to-end provider of network services in the U.S. and our core values of GRIT connect everything we do. We are building tomorrow, together. Will you join us? Your New Job Job Summary: Congruex is seeking a highly motivated financially oriented intern to join our growing Corporate Finance team. This position will report to our Senior Financial Analyst and will have significant exposure to the CFO, Controller, Sales, and Operations team. The primary responsibilities will be to support financial planning and analysis for a company that is experiencing rapid growth amidst unprecedented industry demand for increased wireless and broadband connectivity. The ideal candidate will have a passion for delivering actionable and insightful data analytics that will drive forecasting, process improvement and margin expansion initiatives, as well as the annual budget process. This role is a tremendous opportunity to develop a well-rounded financial skill set while gaining experience in the technology and digital infrastructure industry Key Responsibilities: * Perform financial analysis that provides timely and accurate support for monthly financial and operational reporting processes * Support and refine annual budget process and recurring forecasting process * Provide operational support for Treasury, including cash management and cash forecasting * Support capital markets initiatives, including refinancing and debt issuance activities * Support the Corporate Development team with merger and acquisition activity, including due diligence support and transaction execution and integration * Collaborate with Finance Transformation team to continuously evolve and improve financial reporting processes, visibility, and controls * Support Accounting and Strategic Transformation teams in identifying and implementing new systems and processes to create back-office efficiencies * Partner with operating units to identify and implement performance improvement opportunities that drive margin expansion Qualifications: * Strong interpersonal, communication and leadership skills * Intellectually curious with a desire to understand and improve processes * Ability and desire to learn how to optimize financial and operational processes in a rapid growth environment * Currently studying to complete a university degree in Finance, Accounting or a major oriented toward Quantitative Analysis with exposure to Finance & Accounting curriculum Preferred Skills: * Exposure to key operational and financial accounting concepts and financial statement analysis * Ability to work with complex data sets Why Work At Congruex Opportunities We offer opportunities at all levels across the nation - from students to industry veterans - in areas of engineering, construction, and professional services. Wellbeing We value the wellbeing of our people and offer competitive compensation, health benefits, wellness resources, 401(k) retirement planning, and employee recognition and leadership development programs. Options may vary by geographic location. Culture The pillars of Congruex culture are GRIT, safety, inclusion, and family. * GRIT: Our GRIT values are part of our company DNA and the touchstone for our multinational workforce. o Guts - having the guts to do the right thing o Reliability - being reliable to deliver what we promise o Innovation - innovating every day o Teamwork - embracing teamwork together as One Congruex * Safety: We are committed to 24/7 safety practices on our jobsites, within our offices, and all the places our team exists in between. * Inclusion: Congruex embraces our team's diversity and promotes an inclusive workplace for all. * Family: We are a family-oriented company committed to the long-term health and development of our people. The Fine Print: Some benefits have eligibility criteria. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. This document does not create an employment contract, implied or otherwise, other than an "at-will" employment relationship.

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As an Investment Advisor, you will be responsible for servicing individual clients and brokerage customers within Empower's taxable and IRA accounts. You'll enroll new clients and perform annual and mid-year review for existing clients. The Investment Advisor will provide direct best interest advice to our Premier IRA customer population and perform brokerage trading for the IRA and taxable brokerage population. What you will do: Educate retail clients on the Advisory Services available through their plan to reach their retirement goals Possess knowledge of the clients' financial goals and be able to explain managed account service offerings Adhere to compliance/risk procedures and exhibit detailed attention to policy and procedures by focusing on the client's best interest Will perform aspects of financial planning for customer Perform mutual fund, equity, bond, ETF, Muni and, CD trades Uncover leads and opportunities to hand off to the Wealth Advisor Team Drive new business opportunities Deliver an efficient and responsive client experience by taking ownership, delivering accurate information, and initiating proactive follow up What you will bring: 4 + years of financial customer service experience Brokerage and mutual fund trading experience FINRA Series 7, 63 & 65 required FINRA fingerprinting required What will set you apart: Strong written, verbal, and presentation skills Retail, IRA. and/or 401K customer service experience Bachelors preferred ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $55,300.00 - $76,075.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer * Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 01-31-2026 Want the latest money news and views shaping how we live, work and play? 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Job Profile Job Title: Intern, Financial Analyst Reports To: Senior FP&A Analyst Department: Finance Primary Location: Boulder and Denver, CO Compensation: $20/hour Congruex is looking for an Intern, Financial Analyst to join our team. Learn more about it at **************** . Who is Congruex Congruex designs and builds broadband and wireless communications infrastructure. The work we do enables everything in the modern world to operate, from healthcare and energy to transportation and social interactions. We deliver turn-key network solutions under a single platform by aligning our engineering and in-market construction operating units. Our vision is to be the best end-to-end provider of network services in the U.S. and our core values of GRIT connect everything we do. We are building tomorrow, together. Will you join us? Your New Job Job Summary: Congruex is seeking a highly motivated financially oriented intern to join our growing Corporate Finance team. This position will report to our Senior Financial Analyst and will have significant exposure to the CFO, Controller, Sales, and Operations team. The primary responsibilities will be to support financial planning and analysis for a company that is experiencing rapid growth amidst unprecedented industry demand for increased wireless and broadband connectivity. The ideal candidate will have a passion for delivering actionable and insightful data analytics that will drive forecasting, process improvement and margin expansion initiatives, as well as the annual budget process. This role is a tremendous opportunity to develop a well-rounded financial skill set while gaining experience in the technology and digital infrastructure industry Key Responsibilities: · Perform financial analysis that provides timely and accurate support for monthly financial and operational reporting processes · Support and refine annual budget process and recurring forecasting process · Provide operational support for Treasury, including cash management and cash forecasting · Support capital markets initiatives, including refinancing and debt issuance activities · Support the Corporate Development team with merger and acquisition activity, including due diligence support and transaction execution and integration · Collaborate with Finance Transformation team to continuously evolve and improve financial reporting processes, visibility, and controls · Support Accounting and Strategic Transformation teams in identifying and implementing new systems and processes to create back-office efficiencies · Partner with operating units to identify and implement performance improvement opportunities that drive margin expansion Qualifications: · Strong interpersonal, communication and leadership skills · Intellectually curious with a desire to understand and improve processes · Ability and desire to learn how to optimize financial and operational processes in a rapid growth environment · Currently studying to complete a university degree in Finance, Accounting or a major oriented toward Quantitative Analysis with exposure to Finance & Accounting curriculum Preferred Skills: · Exposure to key operational and financial accounting concepts and financial statement analysis · Ability to work with complex data sets Why Work At Congruex Opportunities We offer opportunities at all levels across the nation - from students to industry veterans - in areas of engineering, construction, and professional services. Wellbeing We value the wellbeing of our people and offer competitive compensation, health benefits, wellness resources, 401(k) retirement planning, and employee recognition and leadership development programs. Options may vary by geographic location. Culture The pillars of Congruex culture are GRIT, safety, inclusion, and family. · GRIT: Our GRIT values are part of our company DNA and the touchstone for our multinational workforce. o Guts - having the guts to do the right thing o Reliability - being reliable to deliver what we promise o Innovation - innovating every day o Teamwork - embracing teamwork together as One Congruex · Safety: We are committed to 24/7 safety practices on our jobsites, within our offices, and all the places our team exists in between. · Inclusion: Congruex embraces our team's diversity and promotes an inclusive workplace for all. · Family: We are a family-oriented company committed to the long-term health and development of our people. The Fine Print: Some benefits have eligibility criteria. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. This document does not create an employment contract, implied or otherwise, other than an “at-will” employment relationship.