Finance planner jobs in Lorain, OH

The Investor Relations Analyst supports effective communication with the investment community by preparing investor materials, conducting market and financial research, and leading quarterly KPI gathering to ensure accurate performance storytelling. The role also assists with investor targeting, monitors consensus and analyst coverage, analyzes peer earnings, and develops presentation materials, while collaborating with cross-functional teams to maintain clear and consistent messaging. KEY RESPONSIBILITIES: Support the drafting, refinement, and dissemination of quarterly reports, press releases, shareholder letters, and other materials to keep investors informed; leverage AI-driven sentiment analysis to evaluate tone, clarity, and market perception across communications Partner with Finance and functional leaders to gather, validate, and interpret key performance metrics; ensure data accuracy and consistency for use in investor storytelling, earnings materials, and executive summaries Conduct detailed analyses of the existing and prospective shareholder base to identify high-potential investors; synthesize insights into targeted outreach strategies that support long-term shareholder engagement Monitor industry trends, macroeconomic developments, competitor performance, and regulatory changes; prepare concise research summaries and insights to inform leadership decision-making and investor positioning Review and summarize peer earnings results, sector-wide commentary, and market reactions each quarter; highlight themes, risks, and opportunities relevant to the company's narrative and investor messaging Track analyst models, estimates, and published research to ensure accuracy of consensus data; compile summaries of analyst commentary, ratings changes, and media coverage affecting investor sentiment Assist in the creation, refinement, and regular update of presentation materials for investor meetings, conferences, and roadshows; ensure clarity, consistency, and alignment with corporate messaging Partner with Finance, Corporate Communications, Legal, and Marketing to maintain alignment across disclosures and messaging; gather and catalog brand advertising (TV and social media) each quarter to support broader perception and narrative analysis POSITION QUALIFICATIONS: Bachelor's degree in Finance, Business, or a related field; with 2+ years work experience in finance, business, or a related area Strong written and verbal communication skills Excellent organizational and time management abilities Experience in Microsoft Office Suite (Excel, PowerPoint, Word) Attention to detail and accuracy Ability to work collaboratively in a team environment Interest in financial markets, macroeconomy, and investor relations Someone who is local to the Akron, OH area and available to be in office for a hybrid schedule BENEFITS AND PERKS: Comprehensive healthcare, dental, and vision insurance to keep you and your family covered Generous 401(k) matching after just one year to help secure your financial future Ample paid time off, plus seven holidays to recharge and unwind Exclusive discounts on premium merchandise just for you Dynamic Learning & Development programs to support your growth And more!

Financial Planning Paraplanner Summary: Financial Planning firm seeks a highly energized and confident financial planning paraplanner who will thrive in a busy environment. Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn, and computer savvy. Superior phone and computer skills required. General Support (Additional duties may be assigned): Supports the Lead Advisor with analysis, client service and technical assistance Learns technical skills to prepare to service clients independently as a Service Advisor Analytical Support Analyzes client information and prepares reports and presentations Enters information into financial planning software and prepares draft financial plans Research products and product pricing and contacts carriers for information Client Service Answers basic questions for clients Shows clients how to access their accounts and read statements Presents product information or options to clients Handles requests for transfers of funds in and out of account Completes necessary forms for opening and maintaining accounts Interfaces with the broker-dealer or custodian to obtain information, account data and convey service requests Maintains information in the CRM system Sets up and retrieves reports in the portfolio management system (e.g., Tamarac, Albridge) Assists in generating performance reports The Ideal candidate will possess the following skills: College level courses in business/finance preferred 12 months securities or related industry experience preferred Previous customer service experience Ability to communicate with co-workers, customers and business contacts in a courteous and professional manner Ability to be at work on a regular basis Knowledge of general securities industry terminology and practices Ability to investigate, research, and resolve problems and concerns Ability to maintain confidentiality Ability to make rule-based and analytical decisions Ability to organize, prioritize and handle multiple tasks Ability to pay close attention to detail, work under pressure and meet deadlines Ability to take complete and accurate notes Skill in operating various office equipment including personal computer, copier, etc. Skill in utilizing various software packages such as Microsoft Office & Outlook Skills in written and verbal communication Willingness to obtain Series 7 and life and health insurance licenses CERTIFIED FINANCIAL PLANNER™ certification path preferred Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee will be required to sit, use hands, reach with hands and arms, and talk and hear. The employee is required to stand for short periods of time, walk and climb stairs. Benefits: Paid holidays, paid vacation, sick/personal days, 401(k), health insurance Equal Opportunity Employer

The Investment Analyst position provides analytical support sourcing, underwriting, monitoring, and reporting for the alternative/illiquid and public/liquid investments portfolio which includes public equities, fixed income, hedge funds, private equity, venture capital, and real estate. Our ideal candidate can work independently or collaboratively within a small team-based environment. We are looking for a hard- working, resourceful individual that takes the initiative to complete complex projects and analysis.

Brown Gibbons Lang & Company (BGL) is a leading independent investment bank and financial advisory firm focused on the global middle market. We advise private and public corporations and debt and equity sponsors on mergers and acquisitions, divestitures, capital markets, financial restructurings, valuations and opinions, real estate, and other strategic matters. On every engagement, our clients receive senior-level attention from experienced bankers who bring a wealth of industry knowledge, transaction expertise, and deep relationships with key players in a broad range of industries. Job Description Investment Banking Associates at Brown Gibbons Lang & Company have a strategic position and will oversee the preparation of financial analyses, conduct due diligence, develop offering presentation materials, and participate in the structuring and execution of a wide variety of transactions. Investment Banking Associates assume an integral role in transaction execution and client interaction, as well as participation in marketing efforts and identifying prospective clients. Investment Banking Associate Responsibilities: BGL Investment Banking Associates enjoy a high level of involvement at every stage of the transaction and frequently interact with senior level bankers and management of client companies. They are active contributors during every phase of the transaction process and are integral to each transaction team. Additionally, Associates work closely with senior bankers to assist with their new business efforts. Investment Banking Associates at BGL act as primary processors of transactions and proposals. Associates are expected to master all aspects of transaction execution, including new business presentations, financial modeling and analysis, industry research, and preparation of other written materials. Associates are required to have the ability to work on two to three transactions at any one time. As they become more experienced, Associates will be expected to manage transactions along with senior bankers and help coordinate the activities of team members, clients, attorneys, and accountants. Job Responsibilities: Supporting senior bankers in transaction execution and client management Performing financial analysis Identifying potential investors, buyers, acquisition targets or merger partners Conducting industry research Participating in new business development Cultivating analyst development Qualifications Candidates for this position should be dynamic, highly-motivated individuals with a sincere enjoyment of their work and should demonstrate a commitment to excellence in all tasks and to the growth of the firm as a leader in the middle market. Successful candidates possess the following characteristics: Bachelor's Degree required, MBA preferred Two or more years of previous experience in Investment Banking Outstanding academic record Strong accounting and financial modeling knowledge and experience Excellent interpersonal skills Excellent written and verbal communication skills Ambitious team player with commitment to excellence Additional Information We have Investment Banking opportunities available in our Cleveland, OH and Chicago, IL offices.

Golden Reserve is looking for an experienced financial retirement planner for our locations in our region Cleveland (Independence, Sheffield Village, Pepper Pike, Akron). We know the challenges you face to make it in the financial industry. Particularly, if you don't inherit a book of business, or your parents weren't a member of the right country club. We know about the empty promises you've probably heard to get you in the door but very little support and guidance once you get started. Golden Reserve built our company on trying to not just change the financial industry for retirees - but also for the people we hire. We provide you with ALL of your leads from our TV & Radio Shows (********************************************************** Seminars and Digital channels. Our services model combines our internal attorneys, CPAs and you, all under one roof. And its working, Golden Reserve is one of the fastest growing companies across the Midwest, with 40+ offices in 9 states, and regularly recognized as one of the most innovative companies in the country. We provide: Salary : Retirement Planner (2-4 years of client selling experience) - $150,000, increasing to $175,000 in Year 2 Senior Retirement Planner (5+ years of client selling experience) - $175,000, increasing to $200,000 in Year 2 Salaries are ongoing and do not cease. Salaries include uncapped production, and bonus compensation Prospects - you do NOT need to build or bring your own book of business; we provide you with ALL your pre-qualified leads Benefits - Generous PTO policy, Health Insurance, Dental Insurance, 401(k), & Life Insurance We expect: · Conversion : we deliver the leads - we expect you to win and convert them into clients · Service : provide excellent customer service to your existing clients · Commitment : we must earn your trust, but we expect every new team member to be committed to our new way of approaching financial services and our sales systems and training If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume. BUT BEFORE YOU APPLY - this is NOT a typical financial services position - so if you want to learn more, check out: A Day in the Life of a Retirement Planner. And don't take our word for it, listen to our team share how Golden Reserve Changed their life, Retirement Planner Testimonials. Click to see our Radio, TV & YouTube shows (********************************************** and our CEO's Amazon bestselling book that defines our company's culture and mission - Fire Your Financial Advisor (********************************** You can also learn more at ********************** Requirements Three (3) years+ of new client meeting experience State Life and Health Insurance Licenses FINRA Series 65 registration, or equivalent GRIT - we built this company brick by brick with a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter Salary Description Starting at $175,000 base per yr plus incentives

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Investment Analyst position is responsible for running internal valuation systems, compiling comprehensive analytical reports, and conducting detailed investment performance and hedge attribution analyses. This position will utilize data analysis experience, an understanding of financial metrics, and proficiency in relevant tools and software to help drive investment and valuation strategies. Job Responsibilities: Operate internal systems for asset and investment valuations, ensuring accuracy and timeliness in the data processed. Prepare and present detailed reports on investment performance, risk, and returns, translating complex data into actionable insights for senior stakeholders. Analyze investment performance across multiple asset classes in depth, identifying key drivers and trends. Conduct hedge attribution analysis to evaluate the effectiveness of hedge strategies and their impact on portfolio performance. Ensure the integrity and accuracy of data by conducting regular checks and audits on input sources. Work closely with the investment team, risk management, and other departments to support data-driven decision-making. Communicate findings clearly and concisely, tailoring presentations to both technical and non-technical audiences. Identify opportunities for improving data analysis processes and propose solutions to enhance efficiency and accuracy. Qualifications and Skills: Bachelor's degree in Mathematics, Statistics, Computer Science, Finance, or a related field. 1-2 years of experience in a data or financial analysis role, preferably within a financial or investment environment. Proficient in Excel (advanced functions, pivot tables, data analysis). Familiarity with analytical software like SQL, Python, R, or similar programming languages. Experience with data visualization tools (e.g., Tableau, Power BI), preferred. Knowledge of financial concepts, valuation models, and hedge strategies, preferred. Experience with investment performance attribution and risk analysis, preferred. Exceptional quantitative and analytical skills with the ability to work with complex datasets and draw meaningful insights. Excellent communication skills, to present complex findings to technical and non-technical stakeholders. Thorough attention to detail to produce accurate work. Skilled at collaborating effectively in a team environment and across departments. This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************

The best and the brightest always have choices in the accounting & finance industries. We want you to view your time with Siegfried as an investment in your future that pays dividends along the way. The longer you stay with Siegfried the wider breadth of accounting & finance opportunities and experiences you will gain. No two paths at Siegfried look the same. Apply now to start working with many of the nation's largest corporations on their most important financial and accounting projects of critical strategic significance. Invest your time in tackling unique, challenging, and one-of-a-kind projects inside the walls of Fortune 1000 and other large companies. Initial Public Offering (IPO) readiness, mergers and acquisitions, carve-outs…we have it all and more. Our Firm is interested in hiring accounting and finance professionals - Certified Public Accountants, Accounting Managers, Financial Reporting Managers, Senior Accountants, Audit Managers, Audit Seniors, etc. - who are looking to broaden their skill sets and gain valuable experiences to help enhance their marketability and advance their careers. Take advantage of Siegfried's lucrative incentive plans and competitive base salary, which are part of our Total Compensation Philosophy. Additionally, we offer comprehensive benefit plans, including healthcare/dental/vision, paid vacation/sick time, paid holidays, 401k, profit sharing, allowance for professional development, and more! Professional Attributes High energy and enthusiasm, with a strong commitment to exceeding client expectations. Flexibility and openness to work on a variety of assignments, industries, and roles. Ability to learn quickly, make an immediate impact, and provide value-added service to our clients. Strong communication & interpersonal skills, displaying the ability to connect and build relationships with clients, Firm leadership, & peers. Confidence in professional aptitude and ability to effectively convey skills, knowledge, and qualifications to clients. Team player with a strong desire to be an active, long-term participant in the growth of the local office and Firm overall. Entrepreneurial spirit and belief in the opportunities that Siegfried offers. Interest and passion to get involved in other professional experiences such as Business Development and Recruiting. Skills, Knowledge, and Qualifications Undergraduate degree in accounting or finance External auditors from large CPA firms with 2+ years of experience, including at least one busy season as a senior Combo candidates with external audit and corporate accounting and/or finance experience at a large public corporation are also considered CPA or progression towards, preferred Corporate accounting and/or finance experience at a large public corporation is a plus but not required Excellent analytical, technical, and auditing skills including proficiency in U.S. Generally Accepted Accounting Principles (GAAP) and Financial Accounting Services Board (FASB) rules and standards Strong computer desktop skills required. Advanced Microsoft Excel skills (e.g., macros, pivot tables, etc.) desirable Demonstrated career progression and job stability Learn more about our Total Compensation Philosophy and State Specific Information.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP ) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

Arhaus was founded in 1986 on a simple idea: Furniture and décor should be sustainably sourced, lovingly made, and built to last. Today, we partner with artisans around the world who share our vision, creating beautiful, heirloom-quality pieces that can be used-and loved-for generations. About Corporate Finance Roles at Arhaus If you're seeking a challenging role in Corporate Finance but don't see an immediate opening that aligns with your expertise-whether in FP&A, Accounting, Treasury - or other parts of business. We encourage you to apply and submit your resume here. We actively pipeline talent and will reach out when a future opportunity becomes available that matches your skills. If you are ready to take on a strategic role where your financial expertise directly drives operational efficiency and excellence, submit your information to our Talent Network. * Education: Bachelor's degree in Finance, Accounting, or a related quantitative field. * Technical Expertise: * Advanced proficiency in Microsoft Excel, including functions, pivot tables, data analysis, and building robust financial models. * Proficiency in Microsoft PowerPoint for presentation development. * Core Knowledge: Functional knowledge of financial analysis, budgeting, forecasting, and the ability to write clear, compelling financial reports. Knowledge of GAAP accounting principles as they relate to budgeting and forecasting. * Skills: Strong analytical, problem-solving, and communication (written and verbal) skills, with the ability to clearly articulate complex financial concepts to non-financial audiences. * Character: A high level of ethics, integrity, judgment, and the ability to handle confidential information. Successful candidates must be highly skilled, solutions-oriented leaders with a strong commitment to operational excellence and risk mitigation. Arhaus is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. Arhaus is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Arhaus are based on business needs, job requirements, and individual qualifications, without regard to race, color, sex, sexual orientation, gender identity, religion or belief, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Arhaus will not tolerate discrimination or harassment based on any of these characteristics. Arhaus encourages applicants of all ages.

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.

Cleveland, Ohio **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************************************* **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. **We'll help you:** + Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. + Get training and one-on-one coaching from Academy managers who are invested in your success. + Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. + Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. + Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. + Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. + Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. **Required Qualifications** + Aptitude in obtaining required industry licenses. + Must be self-disciplined in managing time and capacity. + Experience in cultivating client relationships, accessing needs and recommending solutions. + Success creating strong peer relationships through effective communication and collaboration. + Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment. + Executes multiple tasks simultaneously. + Learns and adapts to new technology or applications. **Desired Qualifications** + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience **Skills** + Advisory + Account Management + Client Experience Branding + Customer and Client Focus + Oral Communications + Issue Management + Client Solutions Advisory + Pipeline Management + Active Listening + Attention to Detail + Risk Management + Policies, Procedures, and Guidelines + Client Management + Causation Analysis + Written Communications **_Weekly Schedule: Monday thru Friday, some Saturdays required_** _This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law._ **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Job DescriptionATLAS CPAs & Advisors and ATLAS Certified Payroll, located in the Akron/N. Canton, Ohio area, are part of the ATLAS family - Advisors That Listen And Serve. Recognized as a Top 50 National Client Advisory Firm for 2025, we help individuals and businesses achieve financial clarity and long-term success through accounting, payroll, tax, and advisory services. We believe in creating value for our clients, our people, and our communities through relationships built on trust, collaboration, and integrity. OVERVIEW The Financial Sales Representative plays a key role in driving new business and expanding client relationships across ATLAS' service lines. This position focuses on developing qualified leads, nurturing relationships, and promoting our full range of financial and advisory solutions - including accounting, payroll, bookkeeping, investment advisory, insurance, and other client advisory services. The ideal candidate is relationship-driven, business-minded, and passionate about helping clients succeed. They will represent ATLAS with professionalism and purpose, connecting entrepreneurs and business owners to the resources that help them reach their goals. KEY RESPONSIBILITIES Identify and develop new business opportunities through referrals, networking, and proactive outreach. Build and maintain a qualified sales pipeline across target markets, including small businesses, independent contractors, startups, and established organizations. Conduct discovery meetings to understand client needs and recommend appropriate ATLAS service solutions. Communicate the firm's offerings clearly and effectively, including accounting, payroll, tax, and advisory services. Collaborate with accounting and payroll teams to ensure seamless client onboarding, including document coordination through PandaDoc. Manage and track all sales activity within HubSpot CRM, maintaining accurate records and providing updates to leadership. Represent ATLAS at community events, business expos, and networking groups to build brand presence and strengthen client connections. Partner with marketing on outreach campaigns, events, and educational workshops to attract and engage prospective clients. KNOWLEDGE, SKILLS, AND ABILITIES Proven experience in B2B sales, business development, or client acquisition - ideally within professional or financial services. Excellent communication, presentation, and relationship-building skills. General understanding of accounting, payroll, or bookkeeping concepts. Strong organizational and time management abilities with attention to detail. Self-motivated, results-oriented, and comfortable working both independently and collaboratively. Proficiency with Microsoft Office Suite and familiarity with professional networking platforms such as LinkedIn. Experience with CRM tools (preferably HubSpot) and digital document systems such as PandaDoc. Experience selling financial, payroll, or business advisory services. Familiarity with software such as QuickBooks, SwipeClock, or other accounting/payroll platforms. Knowledge of the Akron/Cleveland small business community. EDUCATION AND EXPERIENCE AA or Bachelor's Degree preferred 2-4 years of professional experience in a similar role is preferred. BENEFITS Medical, Dental, and Vision GAP Benefits Supplemental Benefits Life and AD&D Insurance Short- & Long-Term Disability Plans 401k with Company Matching Bonus Structure Flexible PTO with sick time Incentive Program Development Program Company Wellness Program APPLICATION DEADLINE We accept applications on an ongoing basis. This position will remain open until a qualified candidate is identified. WORKING CONDITIONS Must be able to operate a variety of machines and equipment, including computer, office equipment, telephone, etc. Tasks may require extended periods of time at a keyboard or workstation. Required to occasionally lift, hold, or carry items weighing up to 40 pounds. Individuals must perform the principal duties and responsibilities with or without reasonable accommodation. EQUAL OPPORTUNITY STATEMENT ATLAS Navigators, LLC is proud to be an Equal Opportunity and Affirmative Action employer. We do not discriminate based upon race, racial expression, including protective hairstyles, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law. ATLAS is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know. #LI-Onsite Texting Privacy Policy and Information: Message type: Informational; you will receive text messages regarding your application and potentially regarding interview scheduling. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Message frequency will vary depending on the application process. Msg & data rates may apply. OPT out at any time by texting "Stop". Powered by JazzHR mgkq72PZzb

Department: Student Financial Aid & Scholarships Reports To: Campus Director Financial Aid & Scholarships Recruitment Type: External/Internal Employment Type: Full-Time Support Staff Union Work Schedule: Standard College Hours Monday- Friday 8:30 am- 5:00 pm Some Evenings and Weekends may be required Number of Openings: 1 Job Description: SUMMARY The Student Financial Assistance Advisor ensures College goals are met with being the responsible partner for the overall management of financial aid services. This position analyzes the accuracy of data for determining the packaging of student financial awards in accordance with applicable regulations, statutes and policies. DUTIES AND RESPONSIBILITIES * Determines the packaging of student financial aid awards in accordance with applicable regulations, statutes and policies * Monitors, interprets and implements federal regulations pertaining to student loan, grant, and scholarship eligibilities and formulates or recommends changes to College policies and procedures to comply with regulatory changes. * Serves as an information resource to address any issues relating to compliance and financial aid. * Effectively communicates with other student services, staff or administrators, guarantor agencies, other schools, students and parents to resolve loan data conflicts. * Takes appropriate action upon the discovery of suspected fraud cases. * Refers students who are not in compliance with verification requests but have received funds to the appropriate areas. * Assists students in correcting excessive borrowing situations when they occur as well as returning to lender the portion of loan that exceeds federal limits. * Authorizes awarding of Tri-C Foundation scholarship and grant programs. * Utilizes electronic data exchange software to send and retrieve information from the Department of Education * Maintains files and databases; certifies student loan applications; implements, maintains and utilizes computer assisted financial aid management systems * Maintains College regulatory compliance in all federal and state student assistance programs; submits reports to federal and state agencies * Makes adjustments to over-under awards by determining the amount of aid to be cancelled or repaid while ensuring accuracy in system data entry and processing, and contacting students regarding possible alternatives * Assists in one or more major areas of Financial Aid: processes direct loans through Electronic Fund Transfer; and validates financial aid verification documents for the Pell Grant Program * Interviews and advises students in regard to educational financial planning; assists the Director with educational grants and loan programs, student employment and scholarship programs * Assists students in the completion of the application for public benefits as a part of the financial aid award and works collaboratively with the Manager, Student Financial Aid and Peer Financial Coach * Maintains confidentiality of information exposed to in the course of business regarding students, supervisors or other employees * Conducts financial aid and financial literacy workshops for prospective and continuing students * Contributes in the development and implementation of policies and procedures that ensures accuracy and equity in the delivery of financial aid programs by providing input, as needed * Performs other related duties within the job grade and job classification as assigned REQUIRED QUALIFICATIONS EDUCATION AND EXPERIENCE/TRAINING * Bachelor's degree * Three (3) years of professional financial aid experience in a college financial aid office * Experience supporting student success in financial aid advising and financial planning KNOWLEDGE, SKILLS and ABILITIES * Knowledge of federal and state financial aid regulations related to establishing student eligibility, financial aid awarding, * disbursing of financial aid funds, and monitoring federal and state student financial aid programs. * Proficient with an automated database system (i.e. BANNER) * Basic skills in keyboarding, math, and grammar, word processing (MS Word) and spreadsheet applications (MS Excel) * Superior organizational, customer service, problem solving, decision making and conflict resolution skills * Ability to work independently and as part of a team * Prioritize several tasks and assignments to meet department deadlines * Accuracy and strong attention to detail * Ability to be a reasonable, fair and equitable decision-maker * Embodies a high level of integrity and maintains confidentiality * Outstanding verbal communication and presentation skills * Sensitivity to respond appropriately to the needs of the community PREFERRED QUALIFICATIONS (Or equivalent job-related experience providing the necessary knowledge, skill, and abilities to perform the functions of this position proficiently) EDUCATION AND EXPERIENCE/TRAINING * Financial Literacy/Education Certification * Experience working with automated financial aid systems KNOWLEDGE, SKILLS and ABILITIES * Knowledge of federal IRS rules that deal with individual taxpayer returns ESSENTIAL FUNCTIONS (The demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.) The work is performed in a normal, professional office environment typically in a college environment. The work area is adequately lighted, heated and ventilated. Typically, the employee may sit comfortably to perform the duties of the job and will perform repetitive motions with hands/fingers using a computer mouse and keyboard to type. However, there may be some walking; standing; bending; carrying of light items such as papers, files, pamphlets, books, etc. Work may also require walking and standing in conjunction with travel to and attendance at meetings and conferences away from the worksite. Special Note: SEIU Full-Time Position: This is a Full-time (1199/SEIU) Bargaining Unit Position, Grade 09. Full-time (1199/SEIU) bargaining unit employees at Cuyahoga Community College will be considered first for vacant positions. Target Hiring Rate: Minimum salary $54,812.00/annually If hired, you must reside in the state of Ohio and be within commuting distance of this work location/campus to respond to onsite work demands upon the employment start date and throughout the duration of your employment with the College, as outlined in 3354:1-40-01.1 Recruitment and Selection Procedure. Special Instructions to Applicants: During the application process, you may be required to attach a cover letter and/or resume. It is recommended that you have these documents ready to be attached electronically to the online application. This system accepts only MS Word or PDF attachments. Any employment with the College is contingent upon satisfactory completion of a background check and drug screen. Equal Opportunity Statement: Cuyahoga Community College is committed to attaining excellence through the recruitment and retention of a qualified workforce. Cuyahoga Community College is an equal employment/educational opportunity institution.

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 $27,550 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) 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

Join Equitable Advisors: A Pathway to Possibilities and Positive Impact Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve. We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential! Role Highlights * Client Engagement: Cultivate and expand your network within established markets * Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs * Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services * Work-Life Balance: Flexible schedule to maximize productivity and personal time * Location: Working outside the office in local schools and municipalities 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. * Base Salary: After successfully completing PEP, you will be eligible to become a 20th Edition RBG financial professional. Equitable Advisors supports you with an annual salary ($24,000) as a 20th Edition RBG financial professional. * Commissions and Bonus: In addition to an annual salary, RBG 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 Culture and Community Impact 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-7814452.1(4/25)(Exp.4/29)

Brown Gibbons Lang & Company (BGL) is a leading independent investment bank and financial advisory firm focused on the global middle market. We advise private and public corporations and debt and equity sponsors on mergers and acquisitions, divestitures, capital markets, financial restructurings, valuations and opinions, real estate, and other strategic matters. On every engagement, our clients receive senior-level attention from experienced bankers who bring a wealth of industry knowledge, transaction expertise, and deep relationships with key players in a broad range of industries. Job Description BGL is hiring an Investment Banking Senior Analyst to work at our office in downtown Cleveland. Analysts at BGL are entrusted with a high level of responsibility as important contributors to the transaction team. Our analysts work closely with Associates and Senior Bankers in the preparation of presentation materials and analysis and frequently interact with clients. The job is fast-paced and the learning curve is steep, as Analysts work closely with clients and internal teams across multiple transactions. Analyst Responsibilities: Conducting industry research. Interacting with senior bankers and executives from client companies in preparation and presentation of transaction materials. Ensuring the accuracy and adherence to the firm's quality standards of all presentation materials and analyses. Supporting the firms' marketing and recruitment activities. Qualifications Analyst Qualifications: Candidates for this position should be dynamic, highly motivated individuals with a sincere enjoyment of their work and should demonstrate a commitment to excellence in all tasks and to the growth of the firm as a leader in the middle market. Successful candidates possess the following characteristics: Bachelor's Degree required One years' experience in an Investment Banking Analyst position Outstanding academic record Strong accounting and financial modeling knowledge and experience Excellent interpersonal skills Excellent written and verbal communication skills Ambitious team player with commitment to excellence Additional Information All 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 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.

Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective **Job Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: + Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs + Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies + Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies + Source prospective clients and capitalize on referrals + Deliver customized solutions and the full resources of Bank of America Merrill + Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience + Established and portable practice with a minimum of $1MM in production + Experience managing client portfolios and driving growth + Proven relationship building and business development skills Desired Skills: + Bachelor's degree or higher strongly preferred + Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent communication skills, both written and verbal + Highly entrepreneurial **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Join Equitable Advisors: A Pathway to Possibilities and Positive Impact Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve. We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential! Role Highlights * Client Engagement: Cultivate and expand your network within established markets * Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs * Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services * Work-Life Balance: Flexible schedule to maximize productivity and personal time * Location: Working outside the office in local schools and municipalities 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. * Base Salary: After successfully completing PEP, you will be eligible to become a 20th Edition RBG financial professional. Equitable Advisors supports you with an annual salary ($24,000) as a 20th Edition RBG financial professional. * Commissions and Bonus: In addition to an annual salary, RBG 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 Culture and Community Impact 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-7814452.1(4/25)(Exp.4/29)