Finance planner jobs in Owensboro, KY - 25 jobs

Job Description Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an immediate opening for a highly motivated analytical individual to join us in our firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. The FINANCIAL PLANNER is a key member of our team. After achieving the licenses and registrations necessary to become a FINANCIAL PLANNER in our Career Development Program (CDP), your typical day may include: Developing relationships with clients (both existing and prospective) Gathering client information and using that information to build robust financial plans Helping clients prepare for their retirement Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus. YOU: Are a self-starter. Have an entrepreneurial mindset. Are a customer service champion. Are an engaging and compelling communicator and negotiator. Are a problem solver. Are a Life-long student seeking continued education and professional development. Are a critical thinker. Have prior sales experience and/or enjoy networking and seeking new clients. Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent. WE: Provide a framework to help you attain all licensing and education needed to progress through the career. Support your learning through joint work and a team environment. Provide competitive compensation and benefits that are unique in our industry. Provide a roadmap for your success with our experienced team of leaders. Learn more about this exciting opportunity. 1049766-00003-00 The path to becoming a Financial Planner begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/states applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPAs eligible dependents and may be eligible for paid leave. Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential 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, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify.

Liberty FCU is currently seeking a professional Associate Wealth Advisor to join the credit union's wealth management team (Liberty Wealth Services) located at our Burkhardt Office at 1900 Hirschland Road, Evansville, IN 47716. The successful candidate must build strong relationships and provide excellent service to members, clients, credit union staff and any affiliated company. Applicants must have excellent written and verbal communication skills and have the ability to generate business inside and outside of the credit union membership. Candidates must be able to work effectively in a team environment and independently. Gaining knowledge of Liberty Wealth Services and the credit union's products and services is essential to candidates' success. Applicants must acquire the series 7, 66, and 63 licenses as well as life and health within 6 months. Study time and study program will be provided. If interested, please proceed by clicking apply. Duties and responsibilities include but are not limited to the following: The ability to service an existing book of business upon hire. Gain full understanding of credit union members' financial and personal goals and put the customer needs first while working with them to identify, execute and follow up on opportunities to gather additional client assets. Meet and profile prospective clients, review investment goals, prepare presentations, recommend investment products, follow up on client contacts, and help customers meet their needs through the sale of investment and securities products. Build strong relationships with members within the credit union, profile and execute on new business, effectively work an existing book of business, assess member needs and recommend the right combination of products and solutions by consistently using the prescribed sales process. Adhere to all Financial Industry Regulatory Authority (FINRA) and insurance rules and regulations, as well as to all company policies. Achieve sales and revenue goals and meet certain professional growth and development goals. Organize and assist with the delivery of branch seminars and ensure appropriate follow-up from these events. Participate in execution of local marketing development plan. Responsible for maintaining existing client relationships and following up with clients to manage future investment needs. The opportunity to create client solutions without proprietary products. Job Requirements: Completed/Passed SIE course and exam FINRA Series 7, Series 6, and 63 registrations required; IAR (65/66 or appropriate designation) required or ability to obtain within 6 months; FINRA Series 7 preferred Life/health and variable insurance licenses or the ability to obtain within 6 months Three years financial services sales and/or service experience preferred Strong people, sales and relationship skills Proven verbal and written communication skills Self-starter eager to develop and expand knowledge Liberty Wealth Services brokers through LPL, this partnership includes: Access to LPL 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 the firm to help you create client solutions The freedom to create solutions specific to your client's goals For individuals new to this role: Have a satisfactory background check and securities registration with our licensed broker-dealer and/or verify all required insurance licensing. Benefits and Compensation: Paid Holidays Paid Time Off (Vacation, Sick and Personal Days) Medical, Dental and Vision Insurance 401(k) retirement program with matching funds Employer paid Group Term Life Insurance, Short Term and Long Term Disability Insurance Tuition Reimbursement Program Liberty FCU is an Equal Opportunity Employer, Minority/Female/Disability/Protected Veteran.

Job Title: Digital Banking Analyst Summary of Duties and Responsibilities: As a Digital Banking Analyst, you will ensure Digital Banking products are functioning as expected. You will also be primarily responsible for supporting and maintaining crucial applications including online banking, mobile banking, debit card and ATM services, and supporting our internal staff to resolve specific issues and inquiries. What You'll Do: * A Day in the Life - Your focus will be supporting our internal and external customers in a variety of ways including providing escalated support for critical Digital Banking services and equipment, managing application updates and hotfixes, as well as coordinating small-scale projects to meet deadlines. As a Digital Banking Analyst, you will also work with various business units to communicate product release information, improve processes linked to Digital Banking, and analyze reporting to measure customer trends. As you gain experience, you will flex your communication and decision making skills as you take ownership of critical systems, manage vendor relationships, and communicate with stakeholders. What it Takes: * 5+ years banking experience in application support and/or customer support of digital services * Bachelor's degree in Computer Science or Computer Information systems preferred * Vendor and/or project management is a preferred * Working knowledge of customer form factors, including mobile devices, tablets, desktop/laptops and the associated operating systems and internet browsers. * Ability to: communicate effectively (written and verbally), maintain confidentiality, work with speed and accuracy, grasp technical information quickly, and work independently and as a team member. * Adhering to compliance laws, regulations and established bank policies and procedures, including Bank Secrecy Act and Anti-Money Laundering. * Attention to detail and strong organizational skills * Proficiency in Microsoft Word and Excel, Access and Visio Bonus Points: * Experience supporting customer facing applications * Bilingual/Multi-lingual What we can offer you: * Medical, dental, vision, STD, LTD, Life insurance, etc. * 17 days paid time off, 11 paid holidays and bereavement leave * Educational Assistance Program * Wellness benefits * Life event coverage * Paid parental bonding leave * Service awards * Financial benefits including 401(k) match, stock purchase plan and more * Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping. * Logo wear discounts * Free checking account, checks and discounted bank services This position will be located at: Vogel Road, Evansville About Us: German American Bancorp and its family of financial services companies employ talented, compassionate people throughout the organization, truly making German American special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.

**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

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.

JobID: 210574371 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 Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities * Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity * Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity * Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments * Provide a holistic view of clients' needs and financial coaching beyond investments * Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills * At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners * Demonstrated ability and commitment to goals-based planning and advice * A valid and active Series 7 * A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment * A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills * Certified Financial Planning (CFP) certification is preferred * Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

WHO WE ARE: Neiman Marcus is a leading luxury retailer that provides a curated product assortment, unparalleled services, and exclusive activations for customers in Pursuit of the Extraordinary . It is known for creating the Neiman Marcus magic through exceptional customer experiences including the Neiman Marcus Awards, Fantasy Gifts, seasonal campaigns, and “Retail-tainment” initiatives. Neiman Marcus has a rich history as a brand builder, bringing together the world's top luxury designers and customers to foster a dedicated following for generations. It serves customers across its 36 stores, digital channels, and through remote selling. It is part of Saks Global's portfolio of world-class luxury retailers and real estate assets. YOU WILL BE: As a Selling Advisor, you will cultivate relationships with clients through elevated selling, exceptional customer service, and personal engagement while becoming their trusted style confidante. A Client Advisor will service clients who come into our store and digitally using the latest technology for outreach and selling. A Client Advisor can speak about fashion and trends with authority-both in person and digitally. This job is onsite at the specified location and will report to the Sales Manager. WHAT YOU WILL DO: Maintain a customer-centric mentality. Demonstrate expert styling and brand knowledge, improve sales through Technology and Wardrobing. Understand how to showcase product differently based on if a client is remote or in-person Utilize selling tools and digital store technology to sell, use omni-channel and fleetwide inventory Achieve personal sales, client conversion and wardrobing goals Strategize own business to increase individual productivity through wardrobing, successful outreach and technology usage Utilize digital tools and social media to connect with clients and guide intentional traffic Create a positive work environment through collaboration WHAT YOU WILL BRING: Motivated with an ability to set and achieve sales goal Experienced with technology and has experience selling to clients using digital tools Styling, fashion, and fashion retail experience Commission sales experience High School Diploma / equivalency required A flexible work schedule YOUR LIFE AND CAREER AT NEIMAN MARCUS: Opportunity to work in a dynamic fast paced environment at a company experiencing growth and transformation Exposure to rewarding career advancement opportunities across the largest multi-brand luxury retailer from retail to distribution, to digital or corporate Comprehensive benefits package for all eligible full-time employees (including medical, vision and dental) An amazing employee discount SALARY AND OTHER BENEFITS: The [starting salary/hourly rate] for this position is between [$XX,XXX - XX,XXX annually]/[$XX.XX-XX.XX per hour]. Factors which may affect starting pay within this range may include market, experience and other qualifications of the successful candidate. [This position is also eligible for [bonus] [long-term incentive compensation awards] Benefits: We offer the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, basic life insurance, supplemental life insurance, disability insurance, and a variety of additional voluntary benefits (such as critical illness, hospital and accident insurance). Thank you for your interest with Saks Global. We look forward to reviewing your application. Saks Global is an equal employment opportunity employer and is committed to providing reasonable accommodations to applicants with disabilities. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Saks.com is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. *The above expected salary range may have some variability based upon factors including, but not limited to, a candidate's overall experience, qualifications, and geographic location. If you are interested in the role, we encourage you to apply and, if selected to move forward in the interview process, you will have a chance to speak with our recruitment team regarding your specific salary expectations.

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities The Wealth Advisor is responsible for relationship development and providing financial and investment guidance to existing and prospective Wealth clients. In this position, the Wealth Advisor is a member of a team of Advisors serving the mass affluent client segment. Salary Range The salary range for this position is $0 - $48,000 base/plus commission per year. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities. Manage a portfolio of client relationships: * Including, but not limited to regular client meetings to review and update client goals, financial information, and investments. * Assess client's risk tolerance and return goals and construct an investment portfolio designed to meet these goals. * Construct, rebalance and modify client investment portfolios based on changing client circumstances, cash needs, changes in risk tolerance, and/or market conditions. Creates comprehensive and effective task plans to achieve team goals: * Sets clearly defined goals, milestones, and deadlines. * Manages assigned tasks with limited guidance/supervision. * Adjust priorities to make sure key deadlines are met. * Regularly reviews progress and seeks ways to accomplish work more efficiently. Maintain an in-depth knowledge of economic and financial conditions appropriate to advise clients throughout the business cycle: * Maintain knowledge of current developments and trends in all relevant technical knowledge areas. * Understanding the industry and the factors that affect company performance, uses industry knowledge in planning and decision-making. Key Competencies for Position: * Planning and Organization - Ability to determine a course of action, set and manage priorities, and ensure optimal resources to achieve individual and/or team objectives. * Technical Knowledge - Processes the required technical knowledge to perform the role effectively; continuous learning to adopt new trends or expertise. * Collaboration - Actively seeks, develops, and maintains trusted relationships with others to achieve business goals and objectives. * Communication - Effectively shares information and ideas with individuals and teams; displays self-awareness and self-management, tailors the delivery to the audience and selects suitable delivery methods. * Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions to delight and engage internal and external clients; makes and maintains long-term relationships with clients. Qualifications and Education Requirements: * Bachelor's degree in finance, Business, or related field * 3 years of retail or institutional wealth/investment experience required. * Must possess strong relationship building skills including verbal and written communication skills. * Working knowledge of investment markets, products and services and the ability to implement investment strategies to meet client needs and goals * Must possess excellent sales and closing skills. * Series 6 or 7 licenses to sell brokerage products. * Series 65 to use fee-based accounts. * State Life and Health Insurance Licenses * Ability to build and develop a robust sale pipeline. Key Measures of Success/Key Deliverables: * Client Retention * Client Acquisition Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team!

Designs and implements processes and solutions associated with a wide variety of data sets used for data/text mining, analysis, modeling, and predicting to enable informed business decisions. Gains insight into key business problems and deliverables by applying statistical analysis techniques to examine structured and unstructured data from multiple disparate sources. Collaborates across departments and with customers to define requirements and understand business problems. Uses advanced Excel, SQL querying, and reporting methods to develop solutions. **Job Duties** 1. Extracts and compiles information from large data sets from various systems to identify and analyze outliers. 2. Provide quantitative and qualitative data analysis in the reporting of patterns, insights, and trends to decision-makers. 3. Works with internal, external and enterprise clients as needed to research, develop, and document new standard reports or processes. 4. Implements and uses analytics software and systems to support department goals. 5. Tracks trends related to various feeds, with focus on membership, revenue, and commissions. 6. Identify any deficiencies within the process, strategize and design improvements where possible. **Job Qualifications** **REQUIRED EDUCATION:** Associate's degree or equivalent combination of education and experience **REQUIRED EXPERIENCE:** + 1-3 years related experience + Proficiency in MS SQL queries and database development. + Proficient in MS Office Suite products, key skills in Excel (VLOOKUPs and pivots). + Intermediate proficiency with complex SQL queries, and stored procedures. + Strong critical thinking and attention to detail. + Ability to effectively communicate with technical and non-technical stakeholders. + Strong time management skills to manage simultaneous projects and tasks to meet internal deadlines **PREFERRED EDUCATION:** Bachelor's degree or equivalent combination of education and experience **PREFERRED EXPERIENCE:** 2 - 4 years related experience **PHYSICAL DEMANDS:** Working environment is generally favorable and lighting and temperature are adequate. Work is generally performed in an office environment in which there is only minimal exposure to unpleasant and/or hazardous working conditions. Must have the ability to sit for long periods. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function. To all current Molina employees: If you are interested in applying for this position, please apply through the intranet job listing. Molina Healthcare offers a competitive benefits and compensation package. Molina Healthcare is an Equal Opportunity Employer (EOE) M/F/D/V. \#PJCorp \#LI-AC1 Pay Range: $80,168 - $128,519 / ANNUAL *Actual compensation may vary from posting based on geographic location, work experience, education and/or skill level.

Commonwealth Rolled Products is a leading manufacturer of Aluminum rolled products for the Automotive, Commercial, and Industrial markets. The Company operates its production facility in Lewisport, KY with the support of an Automotive Innovation Center for R&D, Sales and Field Service in Madison Heights (DET), and Inside Sales in the Cleveland, OH area. Our Company is seeking to add a talented Financial Analyst to its Finance team based in Lewisport, KY. The purpose of this role is to support the finance and operations departments by analyzing financial data. Responsibilities include supporting financial planning, forecasting and delivering insights that help drive business performance. Additionally, the role will assist in general accounting tasks such as preparing journal entries, expense variance analysis, account reconciliations, etc. Responsibilities Include: * Actively participate in maintaining a zero incident safety culture. * Live and champion the Commonwealth Rolled Products core values; Safety, Integrity, Customer Focus, Ownership, Excellence, and Teamwork. * Perform month-end analysis of actual expense versus budget and prepare report out as requested to other finance personnel or department managers. * Create and post assigned Journal Entries to Oracle. * Reconcile assigned general ledger accounts. Complete Balance Sheet reconciliation requirements as needed. * Support Finance leadership in financial analysis as requested or in other special project work as requested. * Continuously drive improved reporting processes. * Assist in monthly and quarterly reporting including but not limited to working capital, cash conversion costs, SG&A costs, cash flow, liquidity, etc. * Analyze financial data to identify trends, variances, and areas for improvement. * Assist in offsite physical inventory cycle counts as needed. Required Qualifications: * Bachelor's degree in Accounting or Finance * A minimum of 3 years of Accounting or Finance experience * Strong analytical and organizational skills * Excellent communication and interpersonal skills with the ability to work individually and in a team environment * Strong problem solving skills * Proficiency in all Microsoft Office products Preferred Qualifications: * Experience using Oracle * Work experience in a manufacturing environment EEO Statement Commonwealth Rolled Products is an equal opportunity employer and supports diversity in the workplace. Qualified applications will receive consideration for employment without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Our HR team will reach out to the applicants who met the qualifications and most closely aligned with requirements of the positions.

Commonwealth Rolled Products is a leading manufacturer of Aluminum rolled products for the Automotive, Commercial, and Industrial markets. The Company operates its production facility in Lewisport, KY with the support of an Automotive Innovation Center for R&D, Sales and Field Service in Madison Heights (DET), and Inside Sales in the Cleveland, OH area. Our Company is seeking to add a talented Financial Analyst to its Finance team based in Lewisport, KY. The purpose of this role is to support the finance and operations departments by analyzing financial data. Responsibilities include supporting financial planning, forecasting and delivering insights that help drive business performance. Additionally, the role will assist in general accounting tasks such as preparing journal entries, expense variance analysis, account reconciliations, etc. Responsibilities Include: Actively participate in maintaining a zero incident safety culture. Live and champion the Commonwealth Rolled Products core values; Safety, Integrity, Customer Focus, Ownership, Excellence, and Teamwork. Perform month-end analysis of actual expense versus budget and prepare report out as requested to other finance personnel or department managers. Create and post assigned Journal Entries to Oracle. Reconcile assigned general ledger accounts. Complete Balance Sheet reconciliation requirements as needed. Support Finance leadership in financial analysis as requested or in other special project work as requested. Continuously drive improved reporting processes. Assist in monthly and quarterly reporting including but not limited to working capital, cash conversion costs, SG&A costs, cash flow, liquidity, etc. Analyze financial data to identify trends, variances, and areas for improvement. Assist in offsite physical inventory cycle counts as needed. Required Qualifications: Bachelor's degree in Accounting or Finance A minimum of 3 years of Accounting or Finance experience Strong analytical and organizational skills Excellent communication and interpersonal skills with the ability to work individually and in a team environment Strong problem solving skills Proficiency in all Microsoft Office products Preferred Qualifications: Experience using Oracle Work experience in a manufacturing environment EEO Statement Commonwealth Rolled Products is an equal opportunity employer and supports diversity in the workplace. Qualified applications will receive consideration for employment without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Our HR team will reach out to the applicants who met the qualifications and most closely aligned with requirements of the positions.

*To access Dayforce at its best, log in from the latest version of Chrome, Safari, Firefox, or Edge. * Boardwalk is a limited partnership operating in the midstream portion of the natural gas and natural gas liquids industry, providing transportation and storage services for our customers. Our 14,000 miles of pipeline and storage assets provide diverse market connectivity to producers and end-users who need reliable sources of natural gas for power generation, home heating or petrochemical feedstocks. We have the experience, knowledge, and flexibility to design service offerings and create system enhancements tailored to our customers' needs throughout the 13 states in which we operate. As an organization focused on sustainability, we are committed to protecting the environment while delivering this energy source. This commitment is made to our customers, employees, and the communities in which we operate. We incorporate environmental stewardship, safety, and compliance into our day-to-day operations and seek to strengthen and support the communities we serve. Additional information about the company can be found online at ******************** We are currently looking for a Financial Analyst I/II/III for our Owensboro, KY office. POSITION DESCRIPTION: This position will work extensively with all Payroll functions including payroll processing, jurisdictional tax maintenance, software integration and testing, and incentive accounting. Primary duties will include processing Oracle timesheets for bi-weekly payroll, maintaining and auditing adjustments for new hires and terms, discretionary payments and other adjustments to payroll in compliance with internal and SOX controls. Utilize Ceridian Dayforce HCM to process, audit, and maintain accurate payroll, tax, and employee records. Activities also include processing bi-weekly, monthly and quarterly accounting journals, reports, and funding requests for payroll related activities. Utilize Oracle EBS, Reports Wand and spreadsheets to analyze 100+ payroll related accounts monthly for various BWP entities. Other responsibilities include the maintenance and audit of bi-weekly interfaces with T Rowe Price to update 401k withholdings. Additional duties include quarterly testing of Oracle EBS and Ceridian Dayforce upgrades, tax reporting and reconciliations, working with internal and external auditors and numerous special requests. Will work closely with Human Resources, Benefits and various employees throughout BWP. REQUIRED SKILLS, KNOWLEDGE, AND EXPERIENCE: Excellent computer skill Ceridian Dayforce system (HR/Payroll) and Oracle EBS accounting system Proficiency with Microsoft Excel Action and detail oriented with a strong customer focus and excellent interpersonal skills Ability to maintain confidentiality in handling sensitive situations and information Ability to manage a diverse range of assignments requiring experience, innovation, judgment and initiative Ability to excel in a team environment and work with minimal supervision PREFERRED SKILLS, KNOWLEDGE, AND EXPERIENCE: 2-5 years of experience in payroll 2-5 years of experience in incentive accounting Experience with software configuration, interfaces, data analysis and testing Oracle EBS experience Experience with Ceridian Dayforce system Strong analytical and problem-solving skills Desire for continuous learning and process improvement REQUIRED EDUCATION: BS Degree: Accounting or equivalent ADDITIONAL INFORMATION: Boardwalk Pipelines, LP, maintains a drug-free workplace and will require pre-employment drug & substance abuse testing before hiring. Boardwalk Pipelines, LP, is an equal opportunity employer. All applicants will be considered for employment regardless of race, color, religion, age, sex, gender identity, national origin, veteran, or disability status.

Join Our Team We are looking for a dedicated and analytical Financial Analyst, Research to join our team. This position will focus on supporting research initiatives, financial planning, and performance reporting while ensuring all work aligns with Deaconess Health System's mission and values. Benefits We pride ourselves in retaining our top talent by offering work environments that support professional development and personal success. In addition to our robust healthcare and retirement plans, we offer: * Flexible work schedules - Full time/part time/supplemental - Day/Eve/Night * Onsite children's care centers (Infant through Pre-K) * Tuition reimbursement * Student Loan Repayment Program * Payactiv - earned wage benefit - work today, get paid tomorrow * Free access to Midtown fitness center * Career advancement opportunities Job Overview As a Financial Research Analyst, you will support research initiatives and financial planning within the organization, ensuring the accurate management and tracking of funding and expenditures. This position involves reporting on key performance metrics, helping to optimize the allocation of financial resources for various research projects. What You Will Do * Provide financial analysis and reports to support research project teams. * Analyze funding and expenditure patterns and provide recommendations for improving financial efficiency. * Work closely with research leadership and other stakeholders to track progress against budget and funding milestones. * Assist in the preparation of financial reports and project documentation. * Ensure compliance with funding regulations and internal policies. * Collaborate with internal departments, such as HR and Finance, to support overall operational goals. * Identify trends in financial performance and recommend corrective actions. What You Will Need Education * Bachelor's Degree in Finance, Accounting, Economics, or a related field - Required Experience * Minimum of 3 years of relevant financial analysis or accounting experience, ideally within a research or healthcare environment - Required Skills & Abilities * Strong analytical and problem-solving skills. * Excellent written and verbal communication skills, with the ability to present financial data clearly. * Proficiency with Microsoft Office tools, especially Excel, for data analysis and reporting. * Experience with financial reporting software and systems. * Attention to detail and ability to maintain accurate records. * Knowledge of healthcare finance and research funding structures is preferred. Licenses/Certifications * Certified Public Accountant (CPA) or related certifications preferred. Keywords Financial Analyst, Research, Healthcare Finance, Budget Analysis, Financial Reporting, Research Funding, Accounting, Financial Planning, Performance Metrics, Funding Compliance, Excel Analysis, Research Project Support.

JOB DESCRIPTION: FINANCIAL ADVISOR DEPARTMENT: Financial Advisory Group CLASSIFICATION: Exempt REPORTS TO: Financial Advisory Group Manager SUPERVISES: No supervisory responsibility JOB SUMMARY: Satisfy client relationships and develop new business MAJOR DUTIES & RESPONSIBILITIES: Act as a trusted advisor to, and advocate for, clients and prospects; provide integrated recommendations that encompass multiple products and services as needed. Develop in-depth understanding of client's needs, preferences and overall wealth; be responsive to changes in the business environment or client needs. Work with internal team to effectively coordinate delivery of an exceptional client experience. Build and maintain relationships with prospects and existing clients. Develop and leverage a personal network in the local community. EDUCATION & EXPERIENCE: Bachelor's degree in finance or related field. Two to five years of experience in investments preferred. KNOWLEDGE, SKILLS, AND ABILITIES: Knowledge of investment securities. Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills. EOE, including disability/vets

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.

If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources What characteristics would make you a successful Associate Financial Advisor? Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate Resiliency and adaptability in a nimble learning environment Attention to detail, strong organizational and time management skills Can you see yourself… Providing personalized investment and financial solutions to clients? Cultivating relationships in your local community to grow the business? Contributing to the branch business plan to increase branch effectiveness? EEO Statement Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. Company Description Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Awards and Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Key responsibilities with existing and newly created clients Responsibilities may include: Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met. Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances. Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client. Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business. Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies. Continually develop yourself to grow personally and professionally. Job Requirements High School Diploma/Equivalent required; Bachelor's degree preferred Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period At least 3-5 years of relevant experience in securities industry preferred FINRA licenses required within three months. State insurance licenses required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing As a salaried professional, you can also expect… A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated… Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities We are currently seeking a Private Wealth Advisor that will be responsible for relationship development and providing financial and investment guidance and expertise to existing and prospective Wealth clients. Wealth Advisors work as part of a Team of specialists within the Wealth Group, and are responsible for engaging other specialists, including Private Bankers, Trust Officers, Fixed Income Team, RPS Administrators, and Philanthropy Officers, as appropriate. Salary Range The salary range for this position is $0 - $60,000 base/plus commission per year. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities Manage a portfolio of client relationships: * Including, but not limited to regular client meetings to review and update: client goals, financial information and investments. * Assess client's risk tolerance and return goals and construct an investment portfolio designed to meet these goals. * Construct, rebalance and modify client investment portfolios based on changing client circumstances, cash needs, changes in risk tolerance, and/or market conditions. Provide Advice to clients through Financial Planning: * Be able to complete a basic plan and work in conjunction with our dedicated financial planning team to deliver and implement comprehensive strategies. * Proficiency with introductions to in-house insurance experts and other financial resources. Prospect and develop new wealth business to and from internal referrals: * Foster productive relationships with business partners in Consumer and Commercial. * Work closely with Private Bankers to develop and expand wallet share with existing wealth relationships. * Develop external center of influence opportunities outside of bank. Maintain an in-depth knowledge of economic and financial conditions appropriate to advise clients throughout the business cycle: * Consistently researching and developing subject matter expertise to consult clients appropriately. * Maintain knowledge of current developments and trends in all relevant technical/professional knowledge area. * Understands the industry and the factors that affect company performance, uses industry knowledge in planning and decision-making. Key Competencies for Position * Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions to delight and engage internal and external clients; makes and maintains long-term relationships with clients. * Planning and Organization - Ability to determine a course of action, set and manage priorities, and ensure optimal resources to achieve individual and/or team objectives. * Technical Knowledge - Processes the required technical knowledge to perform the role effectively; continuous learning to adopt new trends or expertise. * Collaboration - Actively seeks, develops and maintains trusted relationships with others to achieve business goals and objectives. * Communication - Effectively shares information and ideas with individuals and groups; displays self-awareness and self-management, tailors the delivery to the audience and selects suitable delivery methods. Qualifications and Education Requirements * Bachelor's Degree in Finance, Business or related field * 3 years of retail or institutional wealth/investment experience required * Must possess strong relationship building skills including verbal and written communication skills * Working knowledge of investment markets, products and services and the ability to implement investment strategies to meet client needs and goals * Must possess excellent sales and closing skills * Series 6 or 7 licenses to sell brokerage products * State Life and Health Insurance Licenses * CFP, MBA or Professional designation(s) preferred * Ability to build and develop a robust sales pipeline Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team!

JOB DESCRIPTION: FINANCIAL ADVISOR DEPARTMENT: Financial Advisory Group CLASSIFICATION: Exempt REPORTS TO: Financial Advisory Group Manager SUPERVISES: No supervisory responsibility JOB SUMMARY: Satisfy client relationships and develop new business MAJOR DUTIES & RESPONSIBILITIES: * Act as a trusted advisor to, and advocate for, clients and prospects; provide integrated recommendations that encompass multiple products and services as needed. * Develop in-depth understanding of client's needs, preferences and overall wealth; be responsive to changes in the business environment or client needs. * Work with internal team to effectively coordinate delivery of an exceptional client experience. * Build and maintain relationships with prospects and existing clients. * Develop and leverage a personal network in the local community. EDUCATION & EXPERIENCE: * Bachelor's degree in finance or related field. * Two to five years of experience in investments preferred. KNOWLEDGE, SKILLS, AND ABILITIES: * Knowledge of investment securities. * Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills. EOE, including disability/vets

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities The Wealth Advisor is responsible for relationship development and providing financial and investment guidance to existing and prospective Wealth clients. In this position, the Wealth Advisor is a member of a team of Advisors serving the mass affluent client segment. Salary Range The salary range for this position is $0 - $48,000 base/plus commission per year. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities. Manage a portfolio of client relationships: Including, but not limited to regular client meetings to review and update client goals, financial information, and investments. Assess client's risk tolerance and return goals and construct an investment portfolio designed to meet these goals. Construct, rebalance and modify client investment portfolios based on changing client circumstances, cash needs, changes in risk tolerance, and/or market conditions. Creates comprehensive and effective task plans to achieve team goals: Sets clearly defined goals, milestones, and deadlines. Manages assigned tasks with limited guidance/supervision. Adjust priorities to make sure key deadlines are met. Regularly reviews progress and seeks ways to accomplish work more efficiently. Maintain an in-depth knowledge of economic and financial conditions appropriate to advise clients throughout the business cycle: Maintain knowledge of current developments and trends in all relevant technical knowledge areas. Understanding the industry and the factors that affect company performance, uses industry knowledge in planning and decision-making. Key Competencies for Position: Planning and Organization - Ability to determine a course of action, set and manage priorities, and ensure optimal resources to achieve individual and/or team objectives. Technical Knowledge - Processes the required technical knowledge to perform the role effectively; continuous learning to adopt new trends or expertise. Collaboration - Actively seeks, develops, and maintains trusted relationships with others to achieve business goals and objectives. Communication - Effectively shares information and ideas with individuals and teams; displays self-awareness and self-management, tailors the delivery to the audience and selects suitable delivery methods. Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions to delight and engage internal and external clients; makes and maintains long-term relationships with clients. Qualifications and Education Requirements: Bachelor's degree in finance, Business, or related field 3 years of retail or institutional wealth/investment experience required. Must possess strong relationship building skills including verbal and written communication skills. Working knowledge of investment markets, products and services and the ability to implement investment strategies to meet client needs and goals Must possess excellent sales and closing skills. Series 6 or 7 licenses to sell brokerage products. Series 65 to use fee-based accounts. State Life and Health Insurance Licenses Ability to build and develop a robust sale pipeline. Key Measures of Success/Key Deliverables: Client Retention Client Acquisition Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)