Finance planner jobs in Manchester, NH

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and engagement. Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. Grow existing relationships through partnership referrals. Tailor wealth management planning to meet client needs. Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials Series 7, 63, 65 (or 66) active and valid. A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Demonstrated track record in new business development and client book management. Proven experience in a team-oriented consumer bank setting. Familiarity with servicing high-net-worth individuals. Comfortable operating in a dynamic, entrepreneurial environment. Bachelor's degree is preferred. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000, based on performance and productivity against commission plan parameters. For an overview of our benefits, visit ************************************** . Hours & Work Schedule Hours per Week: 40 Work Schedule: Varies #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

We are seeking a detail-oriented Cost Analyst to support budgeting, cost control, and financial performance across multiple construction projects. This role will work closely with project managers, estimators, and finance to ensure accurate cost tracking and data-driven decision-making. Key Responsibilities: Analyze project budgets, forecasts, and cost reports to identify variances and trends. Track labor, material, subcontractor, and equipment costs throughout the project lifecycle. Assist with preparing and updating project cost estimates and cash-flow projections. Conduct cost-benefit and ROI analyses for proposed project changes. Review invoices, purchase orders, and change orders for accuracy and budget alignment. Prepare regular financial dashboards and reports for leadership and project teams. Support development and improvement of cost-control processes and tools. Qualifications: Bachelor's degree in Finance, Accounting, Construction Management, or related field. 2+ years of experience in cost analysis, project accounting, or construction finance (construction industry preferred). Strong analytical skills with proficiency in Excel; experience with construction ERP systems is a plus. Ability to interpret technical project documents and communicate cost insights clearly. High attention to detail and strong organizational skills. Why Join Us: Opportunity to contribute to high-impact construction projects. Collaborative team environment with room for growth. Competitive salary and benefits package.

Who We Are At Lindt, we are a global fast-growing consumer goods company, enchanting the world with premium chocolate. We are driven by our passion for excellence and go the extra mile ensuring that every Lindt experience is nothing short of exceptional. Our collective efforts are geared towards making a positive impact, not only in the world of premium chocolate but also in the lives of our employees, customers, and communities. Our company embraces a culture defined by the core values of Excellence, Innovation, Entrepreneurship, Responsibility, and Collaboration, fostering a dynamic and collaborative environment where these principles drive our success. Position Purpose: The Financial Analyst II plays a key role in supporting the Operations team by delivering strategic financial insights, managing complex budgets, and driving data-informed decision-making. This individual will lead financial planning and analysis activities, partner cross-functionally to optimize cost structures, and proactively identify opportunities for operational efficiency. With a strong understanding of financial systems and business processes, the Analyst will ensure accurate reporting, compliance, and continuous improvement across financial operations. This role requires a high level of autonomy, analytical rigor, and the ability to influence stakeholders. This is a hybrid role that requires three days per week in our Stratham, NH corporate office. Essential Job Functions & Responsibilities: Budgeting, Forecasting & Strategic Planning Support the Annual Budget and Latest Estimate (LE) processes for the Operations function, ensuring alignment with corporate objectives and timelines. Consolidate and analyze financial data to provide actionable insights and recommendations to senior leadership. Partner with cross-functional teams to develop financial models that support strategic initiatives and long-term planning. Reporting & Financial Analysis Own the development and enhancement of financial reporting tools and dashboards tailored to Operations leadership. Conduct in-depth variance analysis and present findings with clear narratives and strategic implications. Manage monthly and year-end close processes, ensuring completeness and accuracy of financial entries and cost allocations. Prepare and deliver monthly financial packages, including manufacturing P&L, cost pillar dashboards, and operations finance summaries. Operational Support & Business Case Development Perform cost simulations to forecast financial impacts of operational decisions. Serve as a financial advisor to Operations leadership, providing guidance on cost optimization and risk mitigation. Qualifications & Requirements: Skills & Knowledge: 3-5 years of progressive financial analysis experience, preferably in a Consumer Packaged Goods (CPG) environment. Proven track record of supporting operational teams with financial insights and strategic recommendations. Advanced proficiency in Excel; strong skills in PowerPoint, Word, and ERP systems (SAP preferred). Experience with financial modeling, forecasting, and business case development. Strong analytical and problem-solving skills with attention to detail. Excellent communication and presentation abilities; capable of translating complex data into clear business insights. Demonstrated ability to influence and collaborate across functions. Understanding of manufacturing and supply chain financial drivers. Education: Bachelor's degree required Total Rewards: Compensation Range: $79,722 - $103,670 To learn more about our benefits visit *************************************** Lindt USA's salary range reflects market rates based on our size, revenue, and location. Starting pay is determined using a wide range of factors including, but not limited to, job-related skills, knowledge, and experience as well as market conditions. A bonus and/or long-term incentive may be included as part of this compensation package. Lindt and Sprüngli is an equal opportunity employer and considers all qualified applicants for employment without regard to race, color, national origin, religion, sex, disability, age, veteran status, or any other classification protected by state, local or federal law. Applicants for this position must successfully pass a background screening and may be required to pass drug screenings as well. If you are looking to join a winning team and fast-track your career, contact us! Join us on our journey of excellence, impact, and growth #LifeAtLindt Requirements Total Rewards: Compensation Range: $79,722 - $103,670 To learn more about our benefits visit *************************************** Lindt USA's salary range reflects market rates based on our size, revenue, and location. Starting pay is determined using a wide range of factors including, but not limited to, job-related skills, knowledge, and experience as well as market conditions. A bonus and/or long-term incentive may be included as part of this compensation package. Lindt and Sprüngli is an equal opportunity employer and considers all qualified applicants for employment without regard to race, color, national origin, religion, sex, disability, age, veteran status, or any other classification protected by state, local or federal law. Applicants for this position must successfully pass a background screening and may be required to pass drug screenings as well. If you are looking to join a winning team and fast-track your career, contact us! Join us on our journey of excellence, impact, and growth #LifeAtLindt

One of my top long standing RIA clients I've worked with for years has a new opening for an Associate Wealth Advisor to join the team. Please view the details below and share your thoughts, happy to hop on a call to tell you more. Thank you. AJ Associate Financial Advisor Boutique RIA (Greater Boston Area) Step into a client-first financial advisory team renowned for its collaborative spirit, robust mentorship, and decades-long reputation for excellence. As an Associate Financial Advisor, you'll play a pivotal role in elevating the client experience serving as a trusted partner for individuals and families in all stages of retirement and financial planning. You'll enjoy daily variety, meaningful client connections, and the opportunity to grow your expertise within a supportive, high-integrity environment. This is a full-time, on-site position serving clients from conveniently located offices in Braintree and Burlington, MA. What You'll Do: Deliver tailored financial planning and retirement strategies, supporting clients on their journey to financial confidence and peace of mind. Be the critical point of contact managing service requests, preparing for and participating in advisory meetings, and ensuring every client feels valued and informed. Contribute to the seamless operation of the advisory team by managing client communications, maintaining detailed records, and assisting with investment management and plan implementation. Foster long-term client trust with attentive care, confidentiality, and a warm, approachable presence. What You Bring: Series 65 License and a degree in Finance, Economics, Business, or a related field. Experience in client service, operations, or financial services, and a genuine passion for helping others. Exceptional communication written and verbal plus proven organizational skills and tech proficiency (CRM, Microsoft Office). Strong finance and investment acumen, sound analytical judgment, and creative problem-solving ability. A commitment to professionalism, confidentiality, and building lasting client relationships. Team player who thrives in a collaborative, fast-paced setting and takes pride in making a real impact on client outcomes. Why Join? Accelerate your career path in wealth management, supported by mentorship from respected industry professionals. Make a daily difference in clients' lives with your empathy, expertise, and dedication. Grow with a close-knit team that puts people clients and colleagues first. If you're motivated to advance your advisory career while making a genuine difference in the community, come join a team where your care and expertise will shine.

Financial Analyst IV Westford, MA 01886 6+ Months Contract - Possible Extensions Shift: 9:00 AM - 5:30 PM Education & Experience: Bachelor's degree in Accounting (preferred) Minimum 5+ years of relevant Accounting experience Manufacturing or Medical Device industry experience required Not accepting Banking or Services backgrounds Must-Have Skills: Strong knowledge of GAAP Accounting SAP experience Advanced Excel: VLOOKUP, Pivot Tables, formulas, data analysis Hands-on experience with: Journal entries Reporting Identifying and questioning discrepancies Core Responsibilities: Month-end close activities Month-end reporting Balance sheet reconciliations (focus on accruals and prepaids) Support quarterly forecasting and annual planning Profit & Loss analysis (Overhead and Direct Labor preferred) Inventory management (PPV understanding is a plus)

Job Title: Financial Advisor Department: Workers Investments & Planning Solutions (IPS) Department Location: Lunenburg, MA. Reports to: VP, IPS Program Manager Career Stream: Individual Contributor Classification: Hybrid Pay Grade: 8 FLSA Status: Exempt Pay Grade Range: (Min - Mid) $60,000 to $200,000+ This is a sales commission-based position consisting of a tiered grid with a monthly draw that has levels of being forgivable and non-forgivable. Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, sales production, and will be detailed at the time of offer. About Workers Credit Union: Since 1914, Workers Federal Credit Union (WCU) has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future! FUNCTION: We're seeking a passionate and experienced Financial Advisor to join our Workers Investments & Planning Solutions team. Our program is built on trust, collaboration, and long-term relationships. This role focuses on building strong client relationships by leading them through an individually tailored financial planning process. Our process includes establishing specific financial goals, assessing current situations, creating investment strategies, implementing solutions by recommending appropriate financial products, and continuing to monitor and adjust plans as necessary to stay aligned with your clients' goals. As a Financial Advisor, you will sell investment and insurance products, available through our Broker Dealer, LPL Financial (LPL), to individuals and small businesses. WCU partners LPL, a leading wealth management firm for independent advisors and financial institutions across the U.S., to offer a complete menu of financial products and services to credit union members. This employment opportunity at WCU would allow you to join the Workers Investments & Planning Solutions Program as a Financial Advisor associated with LPL. This position is based out of our Lunenburg MA office, however there is flexibility to allow for a hybrid schedule, working remotely as agreed upon. Travel between branches and surrounding communities to meet with assigned clients, members, and credit union employees is standard. We are a trusted financial partner offering a supportive environment where advisors can develop their practice while making a meaningful impact on the financial wellness of our members. ESSENTIAL JOB DUTIES AND RESPONSIBILITIES: Key Responsibilities: * Develop and manage personalized financial plans for members * Provide guidance on investments, insurance, and retirement accounts * Advise on strategies that take into consideration wealth accumulation and growth, preservation and protection of assets, and income replacement and asset distribution * Collaborate with internal teams to deliver holistic financial solutions * Educate clients on financial wellness and planning strategies * Participate in your ongoing coaching and professional development What We Offer: * Competitive compensation payout agreement that is based on 100% of your production * Program paid standard overhead, such as licensing & registration, technology, CE, E&O insurance, and other typical pre-approved expenses * Time off and continuing education support * Access to advanced financial planning tools and technology * A collaborative, member-first, value-driven culture * Access to LPL's proprietary technology and a suite of customized services * An open architecture platform with access to thousands of investment products from leading third-party product sponsors * Resources and expertise across LPL to help you create client solutions * The freedom to create solutions specific to your client's goals * And a whole lot more Why Join Us? * Trusted institution with deep community roots * Assigned "book of business" of existing clients with recurring revenue to get started * Multiple branches with a large deposit base within an assigned territory * Warm member referrals from engaged credit union staff * Autonomy with robust back-office Financial Assistant support * The ability to grow your business with LPL's combination of tools, technology, and support * The benefit of LPL's experience helping financial advisors grow and maximize their business * Opportunity to make a real difference Qualifications: * FINRA Series 7 and 66 licenses (or Series 6, 63 and 65) * MA Life, Accident, & Health Insurance license * 2+ years of financial advising experience * Satisfactory U5 and compliance record * Solid knowledge of financial products and planning strategies * Strong interpersonal and communication skills * Commitment to ethical standards and fiduciary responsibility * Passion for helping others achieve financial success Benefits: * Comprehensive medical, dental and vision plans * Basic life and AD&D insurance, short-term disability and long-term disability * 401(k) that includes a Safe Harbor Match of up to 4%. * Tuition Reimbursement Program * Mental health resources including an Employee Assistance Program (EAP) * Individualized learning and development programs Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Workers Credit Union and Workers Investments & Planning Solutions are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Workers Investments & Planning Solutions are employees of LPL. The services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Workers Federal Credit Union or Workers Investments & Planning Solutions. Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Apply today and become part of a team that puts people first.

Organization RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for generations. Our team of professionals operates from eight offices across the nation, serving over 6,000 clients and managing over $18 billion in assets. We are looking for passionate individuals who are eager to make a difference in the lives of our clients while being part of a collaborative and innovative team. If you are ready to elevate your career in a dynamic environment that values respect, teamwork and personal growth, consider joining us at RWA Wealth Partners. Role Overview The ideal candidate will have a well-developed understanding of the wealth management industry and have a passion for financial planning and client engagement. The Financial Planner will provide support to Wealth Advisors in all aspects of relationship management including financial plan creation & delivery, driving client loyalty, managing escalations, and client retention. The Financial Planning Team sets the industry standard for unparalleled financial planning expertise, innovation, and excellent client experiences. Responsibilities The Financial Planner is a specialist, offering services, such as plan creation, plan presentation, plan updates, and meeting coordination, to the firm's Wealth Advisors. Assist clients with tax planning, and analysis in areas including insurance, equity compensation, and Social Security. Assists in contributing to our culture of knowledge sharing and best practice creation. Partner with the Wealth Advisor during the client onboarding experience, including participation in client meetings. Identify opportunities for increasing wallet share with clients. Anticipate client needs, recognize challenges, and provide swift, efficient solutions. Retain and demonstrate our value through understanding our investment platform, having a deep understanding and utilization of our financial planning tools, and utilizing the wealth services (estate planning review and tax preparation) offered by the firm. Education, Experience and Qualifications Bachelor's Degree, Series 65 license, and the CFP designation (or actively pursuing). 4+ years' experience working directly with clients. Excellent customer service, communication, emotional intelligence, writing and interpersonal skills. Excellent in-person and video call (e.g., Zoom) presentation skills. Strong computer skills and proficiency in eMoney preferred or other financial planning software, Holistiplan, Excel, PowerPoint, Word, Salesforce Notable attention to detail, decision making skills, analytical prowess, and self-initiated follow through. Compensation The anticipated base salary range for this position is $70,000.00 - $120,000.00. Final base compensation will be carefully determined based on several factors including relevant knowledge, skillset, and experience. Additionally, this role may be eligible for other forms of compensation and benefits, such as discretionary bonus, health, dental, and vision plans, and employer 401(k) contributions. RWA Wealth Partners is an equal opportunity employer. We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging. The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact careers.

Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Regional Director Andrew Grande, Managing Director Rich Marooney, and Regional Director Jennifer Craig Join Our Growing Team in Massachusetts! Regional Director Andrew Grande, Managing Director Rich Marooney, and Regional Director Jennifer Craig, along with their dedicated team, are excited to expand their established offices across New England and beyond! With substantial growth underway in our region, we are seeking experienced Financial Planners to join our team. This is a unique opportunity to play a vital role in shaping the future of our expanding business while making a meaningful impact in the local community. Together, we are committed to helping financial professionals thrive in a supportive, growth-oriented environment. Our Mission and Vision: We help advisors build a healthy advisory practice faster, and with less effort. We are driven by the vision of becoming an elite financial planning firm that leads with creative solutions to attract high-net-worth clients. By partnering with advisors, we help develop ideas that elevate their business and support them in building a more profitable practice. Our Differentiators: Open Architecture System: No proprietary or product requirements. We strongly believe in fiduciary responsibility, advisor autonomy, and a product agnostic approach by leading with financial planning and providing industry-leading support. Advanced Technology: Advisors benefit from cutting-edge software and tools designed to streamline business operations and deliver an exceptional client experience. Growth Opportunities: Buy books of business, build assets, or create a practice to sella rare path to long-term success. Leadership and Management Potential: Earn additional bonuses by leading and developing teams. FREE Leads: Access to 23+ high-quality lead programs, including warm leads and current clients, at NO cost to you. Business Development Services: Back-office and administrative support to free up your time for growth. Flexible Work Options: Enjoy the freedom to choose from office, remote, or hybrid work arrangements, providing the flexibility to tailor your work environment to your needs while maintaining access to the tools and infrastructure necessary for success. Community Support: We are deeply committed to giving back to our community and supporting local causes. Our office has proudly supported Toys for Tots for over 10 years, collecting toys from both employees and clients. In addition, weve raised over $30,000 in the past three years for the American Cancer Society through participation in Relay for Life. Andrew also has a longstanding commitment to the Leukemia & Lymphoma Society, serving as a board member for a decade and currently as the Massachusetts state leader for their public policy and advocacy committee. Meet Our Leaders: Andrew Grande, Regional Director: Andrew brings over a decade of industry experience and leads a growing practice across Massachusetts. Before joining Prudential, he had a successful career with Northwestern Mutual and New York Life, where he earned the 2021 Career Success Award and ranked #5 nationally for Rookie Partner of the Year. He also recruited 14 advisors with a 91% first-year retention rate and exceeded his performance target by 240%. Prior to that, Andrew owned a top-performing Allstate Insurance agency, ranked #1 in Massachusetts for customer satisfaction. He holds a B.A. in Economics from UMass Dartmouth and was a four-year starter on the football team. Andrew lives in Kingston, MA with his wife and three daughters and enjoys golfing, hockey, and supporting the Patriots. Follow this link to meet Andrew on LinkedIn: ***************************************** Rich Marooney, Managing Director: Rich brings 28 years of industry experience, having worked at various firms before joining Prudential six years ago. Before his transition to financial services, Rich was a Center Manager at UPS in Connecticut. Rich's journey to financial services was deeply personalafter the untimely death of his oldest son, Ryan, due to bone cancer, Rich made a conscious decision to advocate for financial responsibility to ensure families are prepared for unforeseen events like death or disability. Outside of work, Rich is passionate about golf and is proud of his son James, who currently plays professional hockey with the Adirondack Thunder, an ECHL affiliate of the NJ Devils. Richs other sons, Cody and Joey, also played NCAA Division 1 hockey (University of Alabama Huntsville and University of Minnesota). Follow this link to meet Rich on LinkedIn: ******************************************** Jennifer Craig, Regional Director & Financial Planner: Jennifer Craig, RICP, has advanced from financial advisor to Regional Director at Prudential Advisors since joining in 2010. She founded L.I.F.T. (Ladies in Finance, Together), a program that empowers female financial advisors using the N.E.W. model, which focuses on defining individual strengths. As a member of the Womens Program Planning Council and the DE&I Advisory Council, Jennifer plays a key role in shaping initiatives that support diversity and inclusion. A dedicated advocate for women in leadership, Jennifer mentors other women in the industry, creating networks through efforts like the Her Story Podcast and Prudentials Womens Table Talk Series. Her leadership in financial services earned her a spot as a qualifying member of the Million Dollar Round Table in 2023. Jennifers work continues to inspire women to thrive in finance and leadership roles. Follow this link to meet Jennifer on LinkedIn: ********************************************** With the Support of Prudential and LPL Financial: As part of a Fortune 100 financial services firm and one of the top independent broker-dealers in the Fortune 500, Prudential and its broker-dealer partner, LPL Financial, provide unparalleled resources and support to help financial planners thrive. This partnership ensures access to advanced tools, proven strategies, and a national network of experts, empowering you to deliver exceptional client outcomes while achieving personal career growth. Licensing and Education Requirements: We seek individuals committed to professional development who either hold or are actively pursuing these licenses to grow their careers in financial services: Series 7 Series 66 Life/Health Insurance License 4-year college degree (preferred) Position Benefits and Compensation: 401(k) with matching contributions Cash Balance Pension Plan Pension enhancement for top financial professionals Private office expense support Competitive compensation and bonuses Expressed payouts on Life Insurance & Annuity products Deferred compensation plan for eligible financial professionals Medical, dental, vision benefits & healthcare reimbursement account Life insurance, accident insurance, and disability income insurance coverage Mutual fund investment plan Business programs and conferences Join Us in Making an Impact! We are a team dedicated to helping people achieve long-term financial security. If youre ready to make a difference and grow your career, consider joining Andrew, Rich, Jennifer, Prudential, LPL Financial, and our dedicated local team today! Disclosure Statement: During the formal interview process, candidates will be introduced to the national financial services firm and broker-dealer designations that support this role. All business activities will align with the appropriate regulatory frameworks and firms behind this opportunity. Flexible work from home options available.

Job Description Contributes to and supports aspects of venture capital investing including market, competitor and technology landscaping, IP landscaping, detailed financial modeling w/sensitivities, data room review, interviews with investee target management and personnel, reference calls, maintaining due diligence tracking, portfolio reporting. Contributes to deal sourcing activity through attending of conferences and via desk research. SCOPE: Identifies and executes opportunities within their defined region in conjunction with the global AV team. Focus is on investments relevant to AV investment scope in North America. PRINCIPAL DUTIES: Origination Develops and maintains networks within the start-up and venture capital (VC) communities, industry, and innovation centers. Sources deal flow through multiple channels - networks, conferences, trade press, and desk research. Prioritizes deal flow based on quality, fit, strategic value considerations and economic soundness. Maintains deal flow database. Investment Supports the creation and maintenance of Investment Theses Supports opportunity assessment and due diligence processes for corporate venture capital investments, with support from senior personnel, e.g. market, competitor and technology landscaping, IP landscaping, financial modeling, data room reviews, interviews with investee target management and personnel, reference calls, maintaining due diligence tracking, and finalization of all legal documents with external and internal counsel. Drafts investment memoranda and presentations for all stage-gates of the investment process, including Sense Checks, Fast Forwards, the Management Advisory Committee (MAC), the Investment Advisory Committee (IAC) and the AV Guernsey board. Portfolio Management Supports deal leads in all technology deployment and commercialization activities with Aramco SME's and business units. Supports deal leads in developing recommendations for follow-on investment and exit recommendations, and shareholder actions, through research and analysis. May be assigned board observer status for the board of directors in portfolio companies. Drafts investment memoranda and presentations to MAC/IAC and the AV Guernsey Board for follow-on investments and exits. Reporting & Communication Supports reporting of portfolio company performance to regional and HQ AV management via verbal and written communications. Ensures transaction documents are on file and maintained as required by AV investment handbook to levels of audit best practice. Performs other related duties as assigned. MINIMUM REQUIREMENTS: Bachelor's degree in Engineering or Sciences and/or Management or Finance from a reputable university. Master's degree preferred. Developing knowledge of core concepts in competitive and market strategy, technology commercialization, intellectual property, financial analysis, investment analysis, valuation, negotiation, due diligence, start-up management, and governance. Ability to: Conduct investment opportunity research and screening. Provide financial modeling and valuation support. Conduct preliminary due diligence. Understand technology and value propositions Assist in deal structuring and documentation. Support investment memorandum preparation. Track portfolio company performance data. Perform market and sector analysis. Prepare presentation materials for investment committees. Coordinate data requests with portfolio companies. Monitor industry trends and competitive landscapes. Support the investment team in transaction processes. Ensure data accuracy in investment reports. Support exit strategy documentation. Assist in stakeholder communication and updates. Learn and develop technical investment skills. Typically, at least four years of experience in venture capital, corporate venture capital, corporate development, consulting, investment banking, private equity, start-up leadership or related fields. Experience in venture capital or corporate venture capital preferred. Experience in energy or industrial sectors preferred. International experience desirable. Must be able to comprehend and communicate accurately, clearly and concisely in English. NO THIRD-PARTY CANDIDATES ACCEPTED Powered by JazzHR ZVaq5gSsgm

Job Description Financial Advisor The Bulfinch Group About the job The Bulfinch Group provides the opportunity to have it all. Join our growing organization as a Financial Advisor. Are you looking for a career with a community? Do you have a desire to help others, a history of leadership and success? Are you full of spirit, passion, and the desire to grow professionally? Are you ready to bet on yourself, set your own pace for success, and earn an income that matches your efforts? Then it's time to Team Up With Us at The Bulfinch Group. We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. It's time to put yourself and your clients first. We're looking to expand our business with financial advisors who share our passion and values. Our uncommon approach lets you grow your business your way but with the support and resources you need. Learn how you can get the support and culture you're looking for while achieving the vision you have for your future. Having a career that allows you to make a meaningful impact doesn't mean you need to sacrifice earning potential or work-life balance. Strong Candidates… Have the Entrepreneurial Spirit: Self‐motivated individual with a dynamic, confident personality, a strong work ethic, and looking for career growth and development - seeking the privilege of autonomy along with the benefits of joining a dynamic organization Have a Track Record of Success: Demonstrated history of taking on challenging work in their careers, communities, schools, sports, etc. Candidates who are driven and are constantly going the extra mile. Seek Meaningful Work: Reputable, trustworthy, ethical and has a strong desire to help others achieve their financial goals Are Strong Connectors: Looking to expand their current network by cultivating and enhancing long-term relationships; They are not afraid to spark up a conversation and ask for introductions What you will be doing as a Financial Advisor… As a Financial Advisor you will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. As a Financial Advisor, you will have the ability to make an impact in your community, have development and career growth opportunities and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with. Working with clients to understand their goals, concerns, and current financial information Analyzing information to create a plan with appropriate financial strategies, products, and services Developing and maintaining a base of clients who value your input and guidance Working with clients to keep their financial plans current and aligned with their goals; building relationships with clients that will last for years Engaging in ongoing training and education to acquire skill and knowledge of financial products and services, that when applicable, are applied to changing economic conditions and market shifts Expanding a business practice by use of effective prospecting and warm introduction or referral-based strategies, as well as identifying and cultivating new client relationships within a targeted market niche; Learning industry-leading sales skills and practices as well as improving and developing existing sales skills. Training our Financial Advisors: At The Bulfinch Group, we believe that providing world-class service to our clients starts with investing in your success. We hire talented individuals from various backgrounds who possess the skills and tenacity needed to succeed as an FA. Through our unparalleled support and training, you will have access to: Development and training-locally, virtually, and nationally-to support you as you build your practice with us Marketing tools and resources to help you grow your practice and communicate efficiently with your prospects and clients Opportunities to work jointly with fellow Advisors, to take part in our mentoring program, and to collaborate in peer-driven study groups State of the art professional office space Proprietary financial planning tools and cutting-edge technologies, with industry leading support and training Leadership and career development opportunities including licensing/designation reimbursement Must either currently obtain OR work to obtain the SIE, FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations within 12 months of career launch Benefits for the Financial Advisor: Quality people deserve to be recognized for their performance. In addition to the opportunity to achieve unlimited growth potential in the finance industry, Advisors at The Bulfinch Group are eligible to enjoy an opulent compensation package that includes: Perks of Your Expertise: Professional Development: Benefit from our ongoing educational programs tailored for high-caliber professionals. Awards & Recognition: Qualified producers can earn incentives and recognition such as Leader's Club, Chairman's Club, Executive Club, and more. High earning potential with one of the most lucrative contracts in the business Comprehensive Benefits: Our competitive package includes a Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance, and more. Strategic Mentorship: Engage in mentorship programs designed for senior-level advisors. Give Back: Potential to obtain grants for philanthropic organizations you are personally involved with through collaboration with our firm's charitable foundation Qualifications for the Financial Advisor: Must be a US citizen or permanent resident 4-year college degree Obtain appropriate state insurance licensing prior to career launch (Life and Health Licenses) The Bulfinch Group is a General Agency of The Guardian Life Insurance Company of America, New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA,SIPC. OSJ: 160 Gould Street, Suite 310 Needham, MA 02494, ph#************. PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, NY. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. 7271588.1 Exp 11/26

Strategic Risk Solutions Inc (SRS), a leading insurance company management firm, is growing rapidly and intends to form SRS Investments in order to provide certain investment consulting services to a portfolio of clients. The successful candidate will have proven experience as an investment consultant for a portfolio of clients, with preference given to those experienced with insurance clients. Salary Range: $150,000-$190,000 based on experience Responsibilities and Duties Consulting with multiple types of insurance program clients (e.g. captives, reinsurance, self-insurance): Understand their investment needs, regulatory requirements, any investment contractual restrictions, current financial statements and investment risk tolerance. Providing investment advisory services: Recommend appropriate investment strategies and aligned investment management providers. Develop investment policy statements: Create investment policy statements to help clients achieve their financial objectives. Investment program structure: Create asset allocation and liability matched investment programs that account for immediate and longer-term liquidity needs for a variety of portfolio sizes. Evaluating results: Monitor asset allocations and assess the performance of investment strategies and investment managers, and adjust strategies as needed. Monitoring market trends: Conversant in financial markets and economic conditions. Compliance: Ensure all activities comply with industry regulations. Reporting: Prepare applicable, routine reporting and analysis to ensure proper positioning, activities and alignment with investment goals. Business planning: Develop applicable business planning with the senior leadership of SRS and SRS Investment. Business planning is a continuous process, focusing on fulfilling clients' ever evolving needs, preparing competitive offerings for SRS teammates to offer clients, and designing a competitive assessment that enables SRS Investments to be the preferred provider in the market. Market presence: Represent SRS Investments with integrity and expertise, always reinforcing the high regard we want clients and partners to have of our firm. Team player: Collaborative person, driven to deliver excellence, thoughtful problem solver, thrives both leading or supporting, and builds client centered results with SRS team members. Travel domestically and internationally (as required) to develop new relationships, service existing clients, and coordinate with SRS team members. Attributes and Skills Bachelor's Degree in Finance, Economics, Business Administration, or a related field. Graduate work and educational experience in investments, insurance, accounting, statistics, actuarial sciences, and computer programming are a plus. Proven work experience as an Investment Consultant or in a similar role. Strong analytical, problem-solving, and communication skills. Certifications in investments, financial planning or wealth management (e.g., CFA, CFP) are a plus. A customer-oriented attitude and strong ethical standards. About Strategic Risk Solutions SRS is the world's largest independent insurance company manager. With over 25 years of experience, SRS provides management and consulting services to a wide range of insurance company entities, from single parent captives to complex commercial insurers and reinsurers. SRS has operations in the United States, Canada, Europe, Barbados, Bermuda, Cayman Islands, Latin America, and South Africa. Offering a competitive salary, bonus plan, and a generous benefits package, SRS strives to provide every employee with opportunities for rewarding growth and advancement in an environment of genuine equity and inclusion. The pace is fast and demanding, and SRS's dedication to its people has established a company-wide network of colleagues committed to each other's, as well as the Company's, success. EOE For more information on SRS, please visit ***********************

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 Investment Associate in JPMorgan Wealth Management, you will have the opportunity to provide exceptional client service, operational marketing, and administrative support. You will play a key role in supporting Advisors' business operations, from account opening to investment trades. You will also assist in building and maintaining client relationships, managing account reviews, and engaging in risk management. This role offers the chance to work in a dynamic environment where you will prioritize daily work, track progress, and consistently meet deadlines. Join us and contribute to fostering our team culture. Job responsibilities Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment 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.

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.

Job DescriptionAbout the RoleWere seeking a high-performing Investor Relations Associate with a track record of raising capital from retail investors through direct response marketing funnels (e.g., paid social, YouTube pre-roll, native ads, webinars). This role sits at the crossroads of digital marketing, investor education, and capital formation - ideal for someone who knows how to turn cold leads into committed capital.You'll take full ownership of the investor journey, from initial outreach to final close, with the support of cutting-edge marketing tools, CRM systems, and a collaborative team thats deeply committed to building long-term investor relationships.Role Responsibilities Lead Management & Conversion: Engage and convert inbound leads from paid campaigns through structured outreach, email sequences, and personalized follow-ups. Investor Qualification: Assess accreditation, capital availability, timing, and fit with fund strategy. Investor Experience: Provide high-touch, white-glove guidance from first touchpoint to signed docs, ensuring responsive and compliant communication. Education & Representation: Clearly explain investment thesis, deal structures, risk factors, and target returns to prospective investors. Capital Raising Support: Raise new commitments for funds, co-investments, and joint ventures while managing follow-on investments from existing LPs. Content & Reporting: Prepare investor-facing materials including presentations, webinars, reports, and memoranda; assist with due diligence responses. Pipeline Management: Track funnel performance in CRM/automation tools and report on engagement, conversion, and capital raised. Collaboration: Partner with senior leadership to close larger commitments or navigate complex investor scenarios. Operational Support: Assist with capital calls, distributions, and preparation of organizational charts or deal summaries. Market Insights: Synthesize portfolio data and key real estate trends into viewpoints that strengthen investor conversations. Who You Are 2-5 years of experience in capital raising, investor relations, or financial sales, with proven success converting leads from digital funnels. Must be located in Lawrence, MA in neighboring areas. Proficient in CRM and marketing automation platforms (HubSpot, GoHighLevel, ActiveCampaign, etc.). An exceptional communicator - credible, articulate, and empathetic - with strong relationship-building skills. Skilled at handling objections and navigating compliance-sensitive conversations. Self-motivated, performance-driven, and thrives in fast-paced, remote-first environments. Bonus: Experience with self-directed IRAs, non-U.S. accredited investors, or Reg D 506(c) offerings. Familiar with fund documentation, private placement memoranda, and investment operating agreements. Capable of contributing to marketing initiatives, new fund launches, and cultivating prospective investor relationships (family offices, RIAs, etc.). Why Join Us Join a mission-driven, collaborative team shaping the future of retail investing. Work closely with founders and leadership, gaining direct exposure to deal flow and strategic initiatives. Access a robust tech and marketing infrastructure that amplifies your results. Enjoy the flexibility of a remote-first culture with a focus on performance, autonomy, and growth.

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The Investment Analyst is responsible for developing, maintaining and delivering an oversight program specific to assigned line of business(es) as it relates to (i) interpretation and distribution of investment data; (ii) reporting to the Investment Committee (the “Committee”); and (iii) providing analytic support to the Committee. The analyst will participate as a non-voting contributor to the Committee. The role takes a leadership role in preparation of the Committee agenda, creating the analytical content and assuring that action items, as requested by the Committee members, are addressed and complete in a timely fashion. And the role monitors performance and completeness of investment managers in offerings in support of the investment committee. Section 2: Job Functions, Essential Duties and Responsibilities Perform monthly fund performance grid creation and quarterly scorecard analysis. Coordinate and drive due diligence reviews on investment managers in the various offerings. Understand fund attribution, strategy changes and any management changes for offerings. Perform benchmark analysis and style analysis on plans to ensure optimal diversification in portfolios. Monitor industry fee levels, including fee levels on underlying funds, including understanding of eligibility for breakpoint pricing Ensure compliance with all Investment Policy Statement requirements. Ensure that investment manager is providing appropriate rational for fund inclusion and any potential changes. Take active role in departmental projects, including process improvements, designing policies and procedures. and implementing new analysis capabilities. Assist with other tasks and projects as assigned Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always . They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day. Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Bachelor's degree required; advanced degrees including MSF or MBA a plus; progress toward a professional designation (CFA/CIMA/CFP) a plus. A minimum of 5 years of experience in the financial services industry, preferably in an analytical role in retail or institutional investment management. Investment Advisor Representative (Series 65/66) or expectation of completion within six months of hire. Experience with analysis and support of 3(38) offerings preferred Must be able to work independently, meet shifting deadlines, and thrive with minimal supervision. Easily adaptable and at an advanced level with Excel, PowerPoint, and Word. Solid understanding of portfolio performance analysis, calculations, and the ability to articulate investment information. Strong work ethic within a flexible working environment. Excellent verbal and written communication skills. Must be results oriented with the ability to move fast to meet client needs For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. The national average salary range for this role is $60,000-$100,000 in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

**_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_** + Perform monthly/quarterly responsibilities related to Medical Rebates and GPO Admin Fees calculation and payout transactions + Calculation of rebates for accruals and payouts + Preparing audit packages and submit for approval + Work with offshore team to facilitate data processing requests associated with corresponding rebate payouts + Provide detailed reporting for completed payouts + Validating GPO Admin fee data for monthly payouts + Own and manage any Admin Fee escalations to resolution + Aid in oversight, and accountability to ensure Rebates and Admin Fees are paid timely and completely + Respond to direct inquiries pertaining to rebates and admin fees coming from both internal and external stakeholders + Assist in Month-End Reconciliations and ensure accruals accurately reflect the contract and have relevant P&L impacts + Maintain and enhance SOX internal control structure + Help support current payout and reporting requests and processes + Work with manager on more complicated customer and transaction activities + Collaboration between across the organization to properly account for transactions, including but not limited to Sales, Legal, Finance, Pricing, Accounting and Contracting **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting, preferred + Strong experience with Microsoft Excel and can use common formulas (e.g., VLOOKUP) + Knowledge with SAP, Vistex, Legal Contracts, and GAAP standards a plus **_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:** 01/02/2026 *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 (***************************************************************************************************************************

Keene, New Hampshire, United States of America **Hours:** 40 **Pay Details:** $72,280 - $108,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. **Depth & Scope:** + Experience selling investments and providing financial plans + Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth + Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents + Ability to partner and promote lead generation + Manages goals, prioritizes tasks and comfortable working in a fast paced environment + Ensures all new & existing clients are provided with a planning experience + Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts + Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed + Implements and executes a differentiated service model/experience for TD Wealth clients + Meets quarterly and annual sales goals + Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience + Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners + Executes in thorough manner that is compliant with regulations, policies and procedures + Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) + Ensures all Continuing Education requirements are attained + Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures + Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures + Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed + Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team + Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff + Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm + Represents TD Wealth to the general public in a professional manner + Is involved in the community and support TDBG charity and community initiatives **Education & Experience:** + Bachelor's degree strongly preferred + 2+ years of providing advice, planning and investment sales + SIE, Series 7, Series 63 required + Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals + Advanced understanding of wealth products and services + Strong verbal and written communication skills + Strong organizational and time management skills + Ability to travel within assigned market to meet prospects, clients and partners five days a week + Ability to commute within assigned territory + Strong understanding of wealth management business development techniques + Strong understanding and experience interacting with retail and small business banking clients + Consultative sales experience required + Demonstrated ability to establish relationships and partner effectively with other departments + Proven ability to achieve sales goals **Customer Accountabilities:** + Understands and supports the Bank's Customer Service Strategy + Considers the impact of decisions on the well-being of TD, its Customers and stakeholders + Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity + Models quality service delivery at every interaction + Leads and contributes to the ongoing improvement of the partner / Customer experience **Employee/Team Accountabilities:** + Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience + Participates fully as a member of the team and contribute to a positive work environment + May provide leadership, training, and guidance to other team members + Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest + Actively shares information and knowledge, and proactively learn from the expertise of other **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

It's an exciting time to be at Hanscom Federal Credit Union! As a member of our Branch Network, you will join a dynamic team of purpose-driven individuals committed to delivering exceptional service to our members. Who we are - Hanscom Federal Credit Union Members-first - our members are our top priority. We make business decisions with our members at the top of mind. Integrity - we're honest and committed to doing what's best for our members and our company. What is right isn't the same as what is easy. Teamwork - we are in this together and we all benefit from our success. Innovation - we identify new ideas for processes or products that will lead to positive changes and take the initiative to implement the changes. Empathy - we understand that communication starts by listening, understanding diverse perspectives, and caring about others' sustained success. What we offer $23.92/hr - $29.90/hr Compensation for this position will be determined based on the candidate's experience, skills, and qualifications. Final pay may vary depending on factors such as prior experience, expertise, and specific requirements of the role. We are committed to offering competitive compensation and will discuss the final pay rate with candidates should an offer be made. A full-time, permanent position that will reward you through a competitive incentive program. Medical, Dental, Vision, FSA, 401(k), Student Loan Paydown, and paid Sick and Vacation time benefits. We are committed to fostering career growth and development - when you join our organization it's not just a job. We look to develop your skills aligned to our business needs and help you progress in your career. Who you are - Financial Representative You are a dynamic, detail oriented, intuitive person with the ability to develop relationships, build rapport and become a trusted team member. You are able to provide everyone you assist or support with a high level of service, have strong organization and multi-tasking skills, and are searching for a rewarding career where you are valued and respected. What you'll do Ensure personal operations (assigned cash drawer, assigned member document processing, etc.) are conducted in alignment with operational compliance standards. Participate in and complete the credit union's defined Financial Wellness certification program to achieve, maintain and apply a rigorous Financial Wellness certification Deliver high quality, consistent member service Responsible for achievement of personal sales goals, including referring members for Financial Wellness Coaching to certified coaches. Expected to have a full understanding of all in-branch service functions including account opening, loan application processing and transaction processing. Assist in ensuring in-branch compliance with Credit Union service levels. Expected to have a full understanding of all in-branch service functions including account opening, loan application processing and transaction processing. At the request of the Manager, participate in business development events. Other duties as assigned Experience 1+ years of similar or related financial institution experience. Education/Certifications/Licenses A high school degree or equivalent Interpersonal Skills A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers. PHYSICAL REQUIREMENTS Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. WORKING CONDITIONS Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. MENTAL AND/OR EMOTIONAL REQUIREMENTS Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters. ** Must be authorized to work in the US **

We have an exceptional opportunity for Automotive Finance Professionals with our award-winning Volvo Danvers Dealership. The Finance Representative is responsible for producing revenue for the dealership by selling finance and insurance products and other appropriate after-sale items to new- and used-vehicle customers. Responsibilities include but not limited to: · Sells financing, warranty, and other products to customers as approved by the Village Automotive Group. · Provides our customers with thorough explanation of aftermarket products and extended warranties · Establishes and maintains good working relationships with several finance sources, including the manufacturer. · Processes finance and lease deals accurately and fairly through financial sources to secure approval. · Conducts business in an ethical and professional manner. · Processes all federal, state and dealer paperwork related to vehicle transaction. · Understands and complies with federal, state, and local regulations that affect the new- and used-vehicle and finance departments. · Completes necessary paperwork for vehicle sales and leases in a timely and efficient manner. · Checks all paperwork for correct title, lien information, taxes, etc., before forwarding to accounting. · Provides sales force and sales managers with current information about finance and lease programs continually. · Coordinates finance forecasting with sales department forecasting to achieve desired levels of penetration and income. · Maintains an adequate and current supply of all required contracts and paperwork needed for completion and finalization of car deals. · Works closely with general sales manager to establish sales department goals and objectives and ensures that they are achieved. · Must be able to work the last day of the month even if it falls on a day off · Maintains a professional appearance and a clean and professional work environment. Requirements: · At least 1 year of Dealership Finance · Minimum PRU of $1500 · Minimum 3 years as a dealership sales person. · Applicants must show integrity and a commitment to excellence · Strong organizational and math skills. Benefits: · Paid Vacation Time · Medical and Dental Insurance with over 50% Employer Match · 401(k) Match · Vision Insurance · Life and Disability Insurance · Flexible Spending Account · Employee Purchase Program · Company-paid outings At Village Automotive Group, we never lose sight of the fact that our tremendous success is the result of many individual efforts. It's why we give our team members the acknowledgement, rewards, and respect they desire. In return, they provide our customers the kind of treatment they deserve-making Village Automotive Group a trusted name in the community for more than 60 years. We offer an enjoyable environment where your input is valued. If you have been searching for a career for the long haul, put yourself in the driver's seat and steer your career in a new direction. For more information about Village Automotive Group and the benefits it offers its employees, please visit us online at *************************