Finance planner jobs in Michigan - 567 jobs

The Financial Analyst II role involves compiling, reviewing, analyzing, and evaluating complex financial data; preparing reports and responding to inquiries; and recommending appropriate action to resolve financial problems while serving as a business advisor for the leadership team of the designated business unit(s) within the organization that the role supports. The Financial Analyst II will generally work under moderate supervision, with considerable latitude for the use of initiative and independent judgment. This position is located in Livonia, MI. As the Financial Analyst II, you will: Work closely with business unit leadership to define and track key performance indicators Contribute to the analysis of income statements, report actual results, prepare quarterly forecasts, annual budgets and five-year projections of the business unit(s). Analyze monthly financial results (budget and forecast) and prepare and present monthly presentations to the leadership team. With guidance, perform in-depth analyses of all cost elements with the objective of identifying cost reduction opportunities. Present finalized financial results to executive leadership. Prepare business case and financial modeling (with oversight) to support new capital purchases and new business initiatives. To be considered as a Financial Analyst II, you will need: Bachelor's degree in Accounting or Finance. Minimum 3 years of full-time professional level financial analysis experience. Experience compiling and presenting financial presentations and analysis for senior management. Strong analytical and problem-solving skills to put together reports, communicate and interpret the results for others. Detail-oriented with a continuous improvement mindset. Demonstrated ability to work in a fast-paced environment and handle multiple assignments with a high level of quality. Strong communication skills with an ability to work with cross-functional staff and all levels of staff Strong computer skills including Microsoft Office Suite A successful candidate may also have: Minimum 4 years of financial analysis, planning or related experience. Experience in the manufacturing industry. Strong proficiency in Microsoft Excel. Experience with OneStream or other financial forecasting/reporting software. Our full-time benefits include medical, dental, vision, life insurance, earned sick time, STD, LTD, 401K, tuition reimbursement, employee referral program, paid vacation, and paid holidays. Roush is an EO employer - Veterans/Disabled and other protected categories.

Discover a New Career Path in Wealth Management Are you an experienced professional ready for a fresh challenge or seeking new opportunities in a growing field? If you're looking to pivot from your current industry into a rewarding and impactful career, Equitable Advisors invites you to explore the world of wealth management. We value transferable skills such as client relationship management, strategic thinking, and a passion for helping others achieve their goals. Whether you're navigating a career shift or seeking greater fulfillment, this role is ideal for individuals eager to transition their careers and leverage existing skills to establish a successful practice in financial services. Key Responsibilities * Build and manage relationships with clients to understand their financial goals and needs * Educate clients on financial products and services * Collaborate with senior advisors to deliver financial solutions * Stay current on market trends, financial regulations, and product offerings * Participate in ongoing training and certification programs Who Should Apply We're seeking driven individuals with strong client-facing skills, business acumen, and a passion for helping others achieve their goals. We have seen successful transitions from diverse professional backgrounds including: * Real Estate Professionals, skilled in client engagement, negotiation, and asset evaluation * Legal Professionals, experienced in compliance, trust management, and client advocacy * Business Owners, adept at strategic planning, financial oversight, and entrepreneurial thinking * Banking Professionals, experienced in financial analysis, risk management, and delivering tailored solutions to meet client needs * Account Managers, proficient in relationship building, client retention strategies, and driving long-term customer satisfaction Qualifications * Bachelor's degree or equivalent skills * Strong interpersonal and communication skills * Proven ability to build trust and long-term relationships * Self-motivated with a growth mindset and entrepreneurial spirit * Willingness to pursue required industry certifications (State Life & Health, FINRA Series 7 and 66) What We Offer * Structured training and mentorship * Competitive compensation with performance-based incentives * Benefits package including health and 401(k) retirement plan * Pathway to professional certifications and career advancement * Supportive, collaborative team environment * Opportunity to make a meaningful impact in clients' lives Ready to Make the Leap? If you're ready to bring your expertise into a new field and help others achieve financial clarity and confidence, we'd love to hear from you. Take the first step toward a dynamic and rewarding career. Join Equitable Advisors and turn your professional experience into a foundation for success in financial services. 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- 8488828.1(10/25)(Exp.10/29)

**Discover a New Career Path in Wealth Management** Are you an experienced professional ready for a fresh challenge or seeking new opportunities in a growing field? If you're looking to pivot from your current industry into a rewarding and impactful career, Equitable Advisors invites you to explore the world of wealth management. We value transferable skills such as client relationship management, strategic thinking, and a passion for helping others achieve their goals. Whether you're navigating a career shift or seeking greater fulfillment, this role is ideal for individuals eager to transition their careers and leverage existing skills to establish a successful practice in financial services. Key Responsibilities • Build and manage relationships with clients to understand their financial goals and needs • Educate clients on financial products and services • Collaborate with senior advisors to deliver financial solutions • Stay current on market trends, financial regulations, and product offerings • Participate in ongoing training and certification programs Who Should Apply We're seeking driven individuals with strong client-facing skills, business acumen, and a passion for helping others achieve their goals. We have seen successful transitions from diverse professional backgrounds including: • Real Estate Professionals, skilled in client engagement, negotiation, and asset evaluation • Legal Professionals, experienced in compliance, trust management, and client advocacy • Business Owners, adept at strategic planning, financial oversight, and entrepreneurial thinking • Banking Professionals, experienced in financial analysis, risk management, and delivering tailored solutions to meet client needs • Account Managers, proficient in relationship building, client retention strategies, and driving long-term customer satisfaction Qualifications • Bachelor's degree or equivalent skills • Strong interpersonal and communication skills • Proven ability to build trust and long-term relationships • Self-motivated with a growth mindset and entrepreneurial spirit • Willingness to pursue required industry certifications (State Life & Health, FINRA Series 7 and 66) What We Offer • Structured training and mentorship • Competitive compensation with performance-based incentives • Benefits package including health and 401(k) retirement plan • Pathway to professional certifications and career advancement • Supportive, collaborative team environment • Opportunity to make a meaningful impact in clients' lives Ready to Make the Leap? If you're ready to bring your expertise into a new field and help others achieve financial clarity and confidence, we'd love to hear from you. Take the first step toward a dynamic and rewarding career. Join Equitable Advisors and turn your professional experience into a foundation for success in financial services. 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- 8488828.1(10/25)(Exp.10/29)

Job Description Behind the Title At Innovia Wealth, we believe a Financial Planner is more than a technician. Our Financial Planners are the first point of contact with our clients and become the CFO of their personal lives. Financial Planners help our clients create, implement, monitor and adapt personalized financial plans based on life changes, goals and emotional drivers. In collaboration with our advisors, teammates and subject matter experts, Financial Planners guide our clients with care, intelligence and integrity to ensure they have access to the best solutions for their individual needs and goals. As a Financial Planner, you'll gain hands-on experience supporting client relationships, building financial plans, and collaborating with seasoned advisors, while learning the Innovia way of planning. Through mentorship, training, and real client work, you'll build the technical expertise, discipline and interpersonal skills needed to grow into a self-sufficient Financial Planner at Innovia Wealth. The Financial Planner Role at Innovia Support Wealth Advisors in the process of engaging a prospective client. Spearhead goals exploration and strategy/plan recommendations for a prospective or existing client. Execute the strategies that are adopted by our clients. Proactively monitor the financial plan and investments portfolio, confirming changes with clients with a regular cadence. Develop client relationships that demonstrate a level of care beyond the finances of our clients, including understanding their emotional motivations. Coordinate client requests, resolve client inquiries, and ensure client information is up to date. Resolve complex issues/concerns received from the client with input from the client's advisor or subject matter experts as needed. Utilize financial planning and investment software to create presentations for clients. Engage in strategic planning with other team members on client matters. Coordinate the development and implementation of client-facing processes, including client onboarding. Actively promote the firm's brand and value proposition to prospective and existing clients. Serve as the escalation point for client matters, or other internal matters within your scope of work. Be a role model for other support staff. Qualifications / Competencies Bachelor's degree 3-5 years of experience in financial services or related field (i.e., legal, tax, etc.). Proven track record of a disciplined mindset with strong focus on work ethic, consistency, resiliency and grit. Curiosity to learn and embrace Innovia's financial planning platforms and processes. Strong organizational skills with demonstrated success in handling multiple tasks accurately. Achieved, or in process of pursuing, advanced financial certifications (i.e., CFP, CFA, CPA, etc.). Innovia ISM's Our culture is our secret sauce. Here's what we live by: We're Not Selling Perfection, Just Being Real: Focus on genuine interactions and personal authenticity. Be a Pro: Proofread your work. Be punctual. Own your outcomes. Win or Learn: Embrace feedback and stay curious without letting ego get in the way. Celebrate the Wins: Acknowledge progress. Share success. The Best is Yet to Come: Stay future-focused. Be optimistic. Entrepreneurism is the Greatest Form of Charity: Innovate to create impact. Help clients do the same. Pay it Forward: Help others without keeping score. Practice Purposeful Abandonment, Don't Fall in Love with Your Homework: Prioritize what matters and keep learning. Every Yes is a No; Every No is a Yes: Be intentional with your commitments. News Doesn't Happen in the Newsroom: Be in the know by staying engaged. Get out there and take action. Practice Professional Courtesy: Recognize that your decisions and actions have impact; seek to understand the broader scope before jumping into action. Assume Positive Intent: Trust first. Verify later. Be an Aspirin: Start with "yes," and make others' lives easier. Don't Bury the Headline: Communicate what matters clearly and early. Surround Yourself with People who Fight for You in Rooms You Aren't In: Loyalty and advocacy are key. Everything Happens for a Reason: Stay grounded and open-minded. See the possibility, even if it wasn't the outcome you hoped for. Our Commitment to Our Team We embrace a strong culture that provides clear and consistent messaging. We provide the tools and training needed to support career development and allow for growth opportunities. We achieve our goals through a spirit of collaboration and cooperation. We improve through our learns and we celebrate our wins. Compensation & Benefits Competitive base salary Bonus structure tied to individual and company performance 100% employer paid medical, dental, vision, disability and life insurance coverage 401k retirement plan with profit sharing Paid time off and company-recognized paid holidays Ready to grow with us? If you're seeking a role where technical excellence meets meaningful client connections - and where culture is more than a buzzword - you've found the right place. Join our team that believes in curiosity, ownership and the idea that the best is yet to come! We require a background check as a condition of offered employment.

Join Our Team as a Personal Advisor at Community Choice Credit Union! At Community Choice Credit Union, we believe in helping our neighbors achieve the life they desire. By living out our purpose and core values, we create meaningful connections with our members and provide outstanding service. If you're a dynamic and member-focused individual, we invite you to apply for the role of Personal Advisor and become part of a team that's committed, credible, charitable, and united. Compensation starting at $19.95 an hour! 📄 Formal Application: The formal application can be found attached to this posting . Please review and complete it to take the next step toward joining our team! What You'll Do as a Personal Advisor: Use a "member-centric" approach to uncover opportunities that save money, make money, or simplify banking for our members. Recommend resource departments, such as Business, Investment, or Mortgage Services, to meet members' financial needs. Resolve account-related issues by collecting and analyzing data, securing answers, and providing timely solutions. Accurately process member transactions, including cash, checks, and loans, while adhering to policies and standards. Open accounts, enroll members in services, and clearly explain terms and conditions. Process and close loan applications, ensuring documentation accuracy and compliance. Apply security, compliance, and fraud training to protect members and their information. Meet or exceed sales and service goals while contributing to the success of your team and the organization. What We're Looking For: Strong sales skills: ability to identify member needs, deliver effective presentations, and close opportunities. Exceptional member service skills: provide timely, courteous, and professional support to internal and external members. Adaptability: open to change, new responsibilities, and able to handle pressure effectively. Initiative: proactive in solving problems, seeking growth opportunities, and generating ideas. Alignment with our core values: credible, charitable, committed, and united. Qualifications: High school diploma or GED. Passion for helping others and improving their financial well-being. Strong communication, organizational, and multitasking skills. Why Join Us? A supportive and collaborative work environment focused on helping members and communities thrive. Opportunities for personal and professional growth. Be part of a purpose-driven organization that values integrity, innovation, and inclusion. Ready to Make a Difference? Apply today using the attached formal application and start your journey with Community Choice Credit Union. Together, we can help our neighbors achieve the lives they desire!

Join Us as a Personal Risk Advisor - Protect What Matters Most Are you passionate about helping people safeguard their lives, assets, and future? As a Personal Risk Advisor, you'll play a key role in guiding clients through personalized risk assessments and providing expert insurance solutions that bring peace of mind. What You'll Do: 🛡 Assess Individual Risk Profiles - Evaluate clients' personal risk exposure related to health, property, life, and liability. 📋 Recommend Tailored Insurance Solutions - Offer customized coverage plans that align with each client's lifestyle, financial situation, and risk tolerance. 💬 Build Lasting Client Relationships - Act as a trusted advisor by offering ongoing support, regular coverage reviews, and proactive risk management strategies. 🤝 Collaborate with Underwriters & Carriers - Work with insurance partners to secure optimal coverage terms and pricing. 📊 Stay Ahead of Industry Trends - Keep up with evolving risks, products, and regulatory changes to provide timely, value-driven advice. Who You Are: ✔ Experienced in personal lines insurance or risk advisory ✔ Strong communicator and empathetic listener ✔ Detail-oriented with a consultative sales approach ✔ Skilled in evaluating risk and offering proactive protection strategies ✔ Familiar with insurance products, policies, and CRM tools Why This Role Stands Out: ✅ Help clients feel confident and secure in their coverage decisions ✅ Be a valued partner in times of need and protection planning ✅ Work in a supportive, people-first culture with growth opportunities ✅ Make a tangible impact in people's lives 🔒 Be the Advisor Who Protects What People Value Most As a Personal Risk Advisor, you're not just selling insurance-you're providing protection, reassurance, and expert guidance. 👉 Apply now and start making a difference in personal risk management.

**_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions. **_Job Summary_** + Reports to Manager, Financial Planning and Analysis, Pharma Segment with high visibility and engagement with the Segment FP&A and Pharma Finance teams + Works closely with Pharma Leadership team and Cost Center owners across the Pharma segment + Provides financial support for the reporting of USPD Commercial and Pharma Functional SG&A and Capital reporting including the development of new business cases to support strategic investments and business initiatives + Provide financial support for Retail Independent and National Accounts sales teams for the Pharma segment **_Responsibilities_** + Supports key planning and reporting processes (Monthly results reviews, Forecasts, Strategic Financial Plan, Budget, Earnings) + Develops and supports real time updates on performance, implications, and recommended actions, including build out a maintenance of the SG&A Dashboard and regular communication with key stakeholders + Supports the preparation of materials for the CEO, CFO and Board of Directors, including providing financial analysis and commentary + Employs a process improvement mindset to deliver efficiencies across work areas + Serves as an objective financial steward with an enterprise perspective, safeguarding our company's assets. Ensures strong controls are in place and the company's intellectual property is protected. **_Qualifications_** + 5+ years' experience in a finance function preferred + 2+ years in FP&A roles preferred, preferably in a large complex organization preferred + Bachelor's degree preferred, MBA strongly preferred + Healthcare industry experience preferred + Highly proficient in Microsoft Excel and PowerPoint preferred **Anticipated salary range:** $80,900 - $115,500 **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:** 1/21/2026 *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. _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 (***************************************************************************************************************************

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

Southfield, Michigan, United States of America **Hours:** 40 **Pay Details:** $68,640 - $102,960 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:** Risk Management **:** **Job Description Summary** The Risk Portfolio Analyst III provides skilled analytical research, analysis, and project-oriented support. Analyzes the quality of key risk components of assigned retail credit portfolios. Provides analysis of portfolio risks and makes recommendations to Senior Management regarding the direction of future lending activities. Interacts with external accountants and regulators; the Federal Reserve, Office of Controller of Currency (OCC), and Office of the Superintendent of Financial Institutes (OSFI) and interacts with Risk and Analytical professionals at TDCT and TDBFG. In accordance with the governing principles outlined in the TD Enterprise Risk Appetite Statement and the framework documented in the Retail Credit Risk Management Mandate, the Risk Portfolio Analyst is responsible to effectively manage, monitor and control risk of the retail lending segments within TD Bank. **Depth & Scope:** + Performs functions noted for Risk Portfolio Analyst II + Manages complex analytical initiatives and interacts with TDCT Risk and Retail Lending lines of businesses + Works independently and interacts with internal/external accountants, auditors and bank regulators + Directs credit activities relating to risk exposure, credit policy, and credit underwriting changes to Senior Money-out Executives + Mentors junior level analysts + Oversees the retail credit portfolio analysis in support of financial, regulatory and risk management requirements + Provides guidance and assists staff with most complex aspects of work as necessary + Shares knowledge with others in the group + Contributes to and supports achievement of department/business unit goals + Acts as subject matter expert in assisting the Manager of Risk Analytics during the analysis for the US Allowance for Loan and Lease Losses (ALLL) for the Retail Credit Portfolios + Acts as a lead in other risk management related duties or special projects and performs additional duties as necessary + Exercises independent judgment by displaying and reaching conclusions on the most complex portfolio issues as well as assumes accountability for high quality recommendations regarding the credit portfolio + Supports results of analytical initiatives on portfolio modeling (including Basel), Stress Testing, migration analysis, and Allowance for Loan and Lease Losses (ALLL) + Develops analytical white papers for assigned portfolio considering current economic environments + Forecasts impact to assigned portfolio + Determines risk exposure, mitigation, and controls for new products, marketing campaigns, and expansion of existing programs + Establishes oversight of business lines compliance/risk controls and periodically evaluates risk mitigation efforts to make adjustments as risk/department influences change + Ensures TD Bank maintains successful audits and exams within all areas **Education & Experience:** + Bachelor's degree required, Graduate Degree preferred or progressive work experience in addition to experience below + 7 Years of related experience + Strong PC skills including proficiency in a variety of PC-based analytical and reporting software packages + In depth knowledge of portfolio analysis techniques and processes + Extensive analytical skills and practical knowledge of descriptive statistics + Excellent research skills required for industry analysis + Excellent written and verbal communication skills + Experienced in presenting to Senior Executives and Board of Directors **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% + Domestic Travel - Occasional + International Travel - Never + Performing sedentary work - Continuous + Performing multiple tasks - Continuous + Operating standard office equipment - Continuous + Responding quickly to sounds - Occasional + Sitting - Continuous + Standing - Occasional + Walking - Occasional + Moving safely in confined spaces - Occasional + Lifting/Carrying (under 25 lbs.) - Occasional + Lifting/Carrying (over 25 lbs.) - Never + Squatting - Occasional + Bending - Occasional + Kneeling - Never + Crawling - Never + Climbing - Never + Reaching overhead - Never + Reaching forward - Occasional + Pushing - Never + Pulling - Never + Twisting - Never + Concentrating for long periods of time - Continuous + Applying common sense to deal with problems involving standardized situations - Continuous + Reading, writing and comprehending instructions - Continuous + Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **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.

JobID: 210698695 JobSchedule: Full time JobShift: : 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 J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. 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 120 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 120 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.

Financial Analyst Location: Berrien Springs, MI Job Id: 3148 # of Openings: 1 Financial Analyst - Berrien Springs (Full-Time) This is a Hybrid Work Eligible position. You will be required to come into the Operations Center in Berrien Springs, MI as needed to ensure business needs are met. ABOUT HONOR: At Honor Credit Union, we've been putting members first since 1934. Our team remains true to our member promise: Providing Solutions For Your Financial Success. Honor members enjoy extraordinary member service at 28 branches and worldwide through online banking. OUR TEAM: As a team member at Honor Credit Union, you are genuinely part of a family. We leave the term "employee" at the door because you're much more than that; you're a valued member of the Honor Team and its success. We don't settle for good; we aspire to be great, and that starts with the people that live out the "I Am Honor" promise every day. At our core, we are obsessed with providing extraordinary member experience with solutions for financial success. We are rooted in the belief that finances don't have to be intimidating and giving back to the communities we serve is essential. We are made up of outgoing, positive, friendly, and highly experienced people, which creates an inclusive, stimulating atmosphere. Smiling is the epitome of our culture, and like kindness, we believe smiling is contagious - it's no accident that you'll find a smiley face on all things Honor. COMMITMENTS TO LIVING "I AM HONOR": Act with Urgency and Care - You have the direct authority and responsibility to act and seek out solutions. The Platinum Rule - Treat others the way they want to be treated. Make the Connection - Develop genuine relationships so you can provide a "WOW" experience. See a Need, Fill a Need - Seize opportunities to help others meet their needs, whether they are known or unrealized. Reason over Rules - Make decisions that are good for the person and good for Honor. Cultivate Peace & Love - Uphold an environment where diversity is celebrated, kindness is contagious, and everyone belongs. WHAT WE ARE LOOKING FOR: Responsible for financial reporting and analysis to assist the credit union in making well-informed business decisions. Researches, runs queries, helps identify trends, and performs analysis on credit union products and services, working with a variety of software platforms and data sets to provide reliable data that supports optimal decisions. Assists with formulating strategies for pricing and improving performance. Conducts market and peer analysis to drive competitive comparisons with strategic decision making. Delivers informative insights and interprets results of analysis to department managers and team members. WHAT WE EXPECT FROM YOU: EDUCATION/CERTIFICATION: Bachelor's degree in Business or related field, preferably Finance, or an equivalent combination of training and work experience. EXPERIENCE REQUIRED: Three to five years of similar or related experience, including preparatory experience. KNOWLEDGE/SKILLS/ABILITIES: Knowledge of Honor Credit Union products and services, policies and procedures; as well as applicable NCUA regulations. Fundamental knowledge of basic accounting, finance, and economic concepts and principles. Understanding of financial reporting and measurements of financial performance. Must have a demonstrated ability to keep finances in order. Excellent oral and written communication abilities. Well organized and attentive to detail. Professional and confidentiality traits critical. Strong analytical skills. WHAT'S IN IT FOR YOU: Honor has excellent benefits for all full and part time team members. We offer: Medical with prescription coverage, Dental, and Vision. 401k employer contribution & matching program. Paid time off and paid holidays (including your birthday!). Paid community volunteer hours. Wellbeing spending account. Various discounts on credit union products and services for team members & their families. Additional perks included. Apply for this Position

Title: University Planner and Financial Strategist VP Area: Finance & Operations Department: Facilities Management Published Salary Range: 84,000/yr The University Planner and Financial Strategist position supports the Vice President for Finance & Operations (VPFO) in providing oversight of campus projects while identifying new financial strategies to fund projects and to enhance the overall financial strength of the university. This position will play a key role in leading campus infrastructure improvements, beautification initiatives, assisting with facility projects and renovations, prioritizing facility-related initiatives, ensuring efficient use of campus facilities, and supporting strategic financing and revenue generation tied to university facilities. The position will help ensure that campus spaces are designed and maintained to promote student success, community engagement, and overall well-being. This position will work closely with Facilities and the Business Office in moving projects forward while minimizing immediate and long-term costs to the university. In addition, this position will work with campus leaders to identify new and improved revenue-generation ideas that will improve the overall financial health of the university. Job Summary/Basic Function: 1. Campus Beautification & Aesthetics: Lead efforts to improve curb appeal, landscaping, signage, and campus presentation. Incorporate evidence-based design and environmental psychology principles to create environments that enhance comfort, functionality, and engagement. 2. Facilities Planning, Efficiency & Renovation Support: Assist in the coordination, planning, and oversight of facility upgrades, building renovations, and large-scale maintenance projects. Promote the efficient use of campus facilities through space utilization studies, scheduling optimization, and strategic planning. Work collaboratively with Physical Plant staff, contractors, and architects to ensure projects align with University priorities and student/community needs. Support project prioritization by evaluating impact, cost, and strategic alignment. 3. Strategic Financing & Contracts: Assist leadership in identifying financing strategies for facilities-related initiatives. Provide input on vendor negotiations and contracts related to dining, housing, and facilities management. Explore innovative partnerships to maximize resource use and funding opportunities. 4. Revenue Generation & Partnerships: Identify and recommend opportunities for facilities-based revenue generation (e.g., event hosting, community partnerships, auxiliary services). Cultivate collaborations with local, regional, and industry partners that enhance University visibility and impact. Minimum Qualifications: 1. Bachelor's degree in Facilities Management, Architecture, Business Administration, Environmental Psychology, Urban Planning or related field. 2. Experience in facilities planning, project coordination, or campus operations. 3. Experience in strategic financing, revenue generation, or partnership development 4. Strong organizational, communication, and collaboration skills. 5. Ability to analyze and prioritize multiple projects with attention to detail. Preferred Qualifications: 1. Master's degree in Facilities Management, Architecture, Business Administration, Environmental Psychology, Urban Planning, or related field. 2. Experience in higher education facilities management or campus planning. 3. Familiarity with sustainable, efficient, and human-centered design principles. 4. Experience in strategic financing, revenue generation, or partnership development within a university setting. Physical Demands: Ability to hear a normal conversational voice and telephone conversation, with or without a hearing device; ability to speak and be understood under normal circumstances; ability to read and to understand written and spoken language; ability to see with or without vision aid and to concentrate long hours on computer screen. Use of fine motor skills and dexterity to type and input computer information and for use of other business machines. Use of gross motor skills for filing, handling of paperwork and equipment. Ability to communicate with a variety of audiences; ability to understand and work with numbers and detail work. DISCLAIMER: This Job Description does not describe an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, the University reserves the right to revise the job, duties or assignments, or to require that other or different tasks be performed as assigned. Work Hours: M-F; some weekends The University reserves the right to fill this position as regular full-time, part-time, interim or temporary. Special Instructions to Applicants: N/A

Behind the Title At Innovia Wealth, we believe a Financial Planner is more than a technician. Our Financial Planners are the first point of contact with our clients and become the CFO of their personal lives. Financial Planners help our clients create, implement, monitor and adapt personalized financial plans based on life changes, goals and emotional drivers. In collaboration with our advisors, teammates and subject matter experts, Financial Planners guide our clients with care, intelligence and integrity to ensure they have access to the best solutions for their individual needs and goals. As a Financial Planner, you'll gain hands-on experience supporting client relationships, building financial plans, and collaborating with seasoned advisors, while learning the Innovia way of planning. Through mentorship, training, and real client work, you'll build the technical expertise, discipline and interpersonal skills needed to grow into a self-sufficient Financial Planner at Innovia Wealth. The Financial Planner Role at Innovia Support Wealth Advisors in the process of engaging a prospective client. Spearhead goals exploration and strategy/plan recommendations for a prospective or existing client. Execute the strategies that are adopted by our clients. Proactively monitor the financial plan and investments portfolio, confirming changes with clients with a regular cadence. Develop client relationships that demonstrate a level of care beyond the finances of our clients, including understanding their emotional motivations. Coordinate client requests, resolve client inquiries, and ensure client information is up to date. Resolve complex issues/concerns received from the client with input from the client's advisor or subject matter experts as needed. Utilize financial planning and investment software to create presentations for clients. Engage in strategic planning with other team members on client matters. Coordinate the development and implementation of client-facing processes, including client onboarding. Actively promote the firm's brand and value proposition to prospective and existing clients. Serve as the escalation point for client matters, or other internal matters within your scope of work. Be a role model for other support staff. Qualifications / Competencies Bachelor's degree 3-5 years of experience in financial services or related field (i.e., legal, tax, etc.). Proven track record of a disciplined mindset with strong focus on work ethic, consistency, resiliency and grit. Curiosity to learn and embrace Innovia's financial planning platforms and processes. Strong organizational skills with demonstrated success in handling multiple tasks accurately. Achieved, or in process of pursuing, advanced financial certifications (i.e., CFP, CFA, CPA, etc.). Innovia ISM's Our culture is our secret sauce. Here's what we live by: We're Not Selling Perfection, Just Being Real: Focus on genuine interactions and personal authenticity. Be a Pro: Proofread your work. Be punctual. Own your outcomes. Win or Learn: Embrace feedback and stay curious without letting ego get in the way. Celebrate the Wins: Acknowledge progress. Share success. The Best is Yet to Come: Stay future-focused. Be optimistic. Entrepreneurism is the Greatest Form of Charity: Innovate to create impact. Help clients do the same. Pay it Forward: Help others without keeping score. Practice Purposeful Abandonment, Don't Fall in Love with Your Homework: Prioritize what matters and keep learning. Every Yes is a No; Every No is a Yes: Be intentional with your commitments. News Doesn't Happen in the Newsroom: Be in the know by staying engaged. Get out there and take action. Practice Professional Courtesy: Recognize that your decisions and actions have impact; seek to understand the broader scope before jumping into action. Assume Positive Intent: Trust first. Verify later. Be an Aspirin: Start with "yes," and make others' lives easier. Don't Bury the Headline: Communicate what matters clearly and early. Surround Yourself with People who Fight for You in Rooms You Aren't In: Loyalty and advocacy are key. Everything Happens for a Reason: Stay grounded and open-minded. See the possibility, even if it wasn't the outcome you hoped for. Our Commitment to Our Team We embrace a strong culture that provides clear and consistent messaging. We provide the tools and training needed to support career development and allow for growth opportunities. We achieve our goals through a spirit of collaboration and cooperation. We improve through our learns and we celebrate our wins. Compensation & Benefits Competitive base salary Bonus structure tied to individual and company performance 100% employer paid medical, dental, vision, disability and life insurance coverage 401k retirement plan with profit sharing Paid time off and company-recognized paid holidays Ready to grow with us? If you're seeking a role where technical excellence meets meaningful client connections - and where culture is more than a buzzword - you've found the right place. Join our team that believes in curiosity, ownership and the idea that the best is yet to come! We require a background check as a condition of offered employment.

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.

**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes. + Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies. + Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience. + Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems. + Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce. **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of pricing and/or contracts experience or similar work experience preferred + 2+ years in a customer facing capacity highly preferred + Experience with the following systems preferred + SAP/Business Objects + Salesforce + MS Excel + MS Vizio/Lucid Chart **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 02/06/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#LI-SP-1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

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 J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **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 120 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 120 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. 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

Job Description Join Our Team as a Personal Advisor at Community Choice Credit Union! At Community Choice Credit Union, we believe in helping our neighbors achieve the life they desire. By living out our purpose and core values, we create meaningful connections with our members and provide outstanding service. If you're a dynamic and member-focused individual, we invite you to apply for the role of Personal Advisor and become part of a team that's committed, credible, charitable, and united. Compensation starting at $19.95 an hour! ???? Formal Application: The formal application can be found attached to this posting. Please review and complete it to take the next step toward joining our team! What You'll Do as a Personal Advisor: Use a "member-centric" approach to uncover opportunities that save money, make money, or simplify banking for our members. Recommend resource departments, such as Business, Investment, or Mortgage Services, to meet members' financial needs. Resolve account-related issues by collecting and analyzing data, securing answers, and providing timely solutions. Accurately process member transactions, including cash, checks, and loans, while adhering to policies and standards. Open accounts, enroll members in services, and clearly explain terms and conditions. Process and close loan applications, ensuring documentation accuracy and compliance. Apply security, compliance, and fraud training to protect members and their information. Meet or exceed sales and service goals while contributing to the success of your team and the organization. What We're Looking For: Strong sales skills: ability to identify member needs, deliver effective presentations, and close opportunities. Exceptional member service skills: provide timely, courteous, and professional support to internal and external members. Adaptability: open to change, new responsibilities, and able to handle pressure effectively. Initiative: proactive in solving problems, seeking growth opportunities, and generating ideas. Alignment with our core values: credible, charitable, committed, and united. Qualifications: High school diploma or GED. Passion for helping others and improving their financial well-being. Strong communication, organizational, and multitasking skills. Why Join Us? A supportive and collaborative work environment focused on helping members and communities thrive. Opportunities for personal and professional growth. Be part of a purpose-driven organization that values integrity, innovation, and inclusion. Ready to Make a Difference? Apply today using the attached formal application and start your journey with Community Choice Credit Union. Together, we can help our neighbors achieve the lives they desire!

**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up + Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency + Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner + Work with Manager on more complicated customer setup activities + Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues + Maintain and enhance internal SOX control structure + Identify and implement process improvement initiatives while enhancing standardization across areas + Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 3-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred + Strong experience with MS Excel + Knowledge with SAP, Legal Contracts, and Revenue Recognition standards, preferred + Business Objects experience 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:** 02/13/2026 *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 \#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 (***************************************************************************************************************************

Join Our Team as a Personal Advisor at Community Choice Credit Union! At Community Choice Credit Union, we believe in helping our neighbors achieve the life they desire. By living out our purpose and core values, we create meaningful connections with our members and provide outstanding service. If you're a dynamic and member-focused individual, we invite you to apply for the role of Personal Advisor and become part of a team that's committed, credible, charitable, and united. Compensation starting at $19.95 an hour! 📄 Formal Application: The formal application can be found attached to this posting. Please review and complete it to take the next step toward joining our team! What You'll Do as a Personal Advisor: Use a "member-centric" approach to uncover opportunities that save money, make money, or simplify banking for our members. Recommend resource departments, such as Business, Investment, or Mortgage Services, to meet members' financial needs. Resolve account-related issues by collecting and analyzing data, securing answers, and providing timely solutions. Accurately process member transactions, including cash, checks, and loans, while adhering to policies and standards. Open accounts, enroll members in services, and clearly explain terms and conditions. Process and close loan applications, ensuring documentation accuracy and compliance. Apply security, compliance, and fraud training to protect members and their information. Meet or exceed sales and service goals while contributing to the success of your team and the organization. What We're Looking For: Strong sales skills: ability to identify member needs, deliver effective presentations, and close opportunities. Exceptional member service skills: provide timely, courteous, and professional support to internal and external members. Adaptability: open to change, new responsibilities, and able to handle pressure effectively. Initiative: proactive in solving problems, seeking growth opportunities, and generating ideas. Alignment with our core values: credible, charitable, committed, and united. Qualifications: High school diploma or GED. Passion for helping others and improving their financial well-being. Strong communication, organizational, and multitasking skills. Why Join Us? A supportive and collaborative work environment focused on helping members and communities thrive. Opportunities for personal and professional growth. Be part of a purpose-driven organization that values integrity, innovation, and inclusion. Ready to Make a Difference? Apply today using the attached formal application and start your journey with Community Choice Credit Union. Together, we can help our neighbors achieve the lives they desire!