Finance planner jobs in Palm Harbor, FL

Job DescriptionDescription: Who We Are Cloud Capital is a global investment management firm founded by Hossein Fateh, the Founder and CEO of CloudHQ LLC and Co-founder and former CEO of DuPont Fabros Technology (DFT). The firm was established to identify and capitalize on acquisitions of high-quality data centers across the globe. Led by a team of highly experienced investment professionals and supported by CloudHQ, Cloud Capital will acquire, manage, develop and operate data centers to become the long-term owner and operator of choice for tenants globally. What the Role Entails • Assisting with the preparation and evaluation of investment proposals, including Investment Committee papers • Assisting/leading with transaction due diligence and execution, including leading workstreams and building and/or reviewing financial models, as required • Leading market and sector research and analysis, and provide updates on any insights or developments • Collaborating with senior investment professionals in originating, evaluating and analyzing new investment opportunities • Assisting the group with managing and monitoring existing investments, and identifying and implementing new initiatives as part of the group's asset management plan • Working with existing portfolio companies to assist in the execution of their respective business plans from the point of initial investment to exit • Managing and maintaining relationships within the industry, including investment banks, fund managers, independent valuers, consultants, and peer institutional investors Requirements: What You Bring to the Role · A Bachelor's degree covering Economics, Mathematics, Engineering or another quantitative subject, with a strong academic history) · A minimum of three (3) years of relevant sector experience in Private Equity or M&A Advisory from a leading investment bank · Possess a demonstrated track record of relevant deal flow execution · Strong quantitative/numerical skills - advanced financial and operational modelling skills · Independent and entrepreneurial character with high commercial acumen and a ‘returns' driven mindset · Excellent written/presentation and oral communication skills · Able to work effectively and collaboratively with different members of the team What We Offer Cloud Capital's people and culture are the most enriching aspects that make us a great place to work. We are strengthened by industry experts who bring extensive knowledge, skill, and experience; leaders who bring vision, innovation and commitment to our people; and an expanding team of individuals who believe in that vision, and bring their best to support their customers and team. Our employees enjoy competitive compensation and rewarding incentives, comprehensive benefits (medical, dental, vision, life insurance, disability), 401(k) with match, 12 paid holidays, generous PTO, development opportunities, and the ability to closely impact and contribute to the growth of an exceptional organization. Equal Employment Opportunity Cloud Capital is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, age, national origin, disability, sexual orientation, gender identity or expression, marital status, genetic information, protected veteran status, or other legally protected status.

Solomon Partners is a leading financial advisory firm with a legacy as one of the oldest independent investment banks. We advise clients on mergers, acquisitions, divestitures, restructurings, recapitalizations, capital markets solutions and activism defense across a range of industries. Solomon Partners' culture is driven by integrity, deep sector expertise and building strong, working relationships. With a focus on inclusivity, we are collaborative, entrepreneurial and committed to providing clients with sound, unbiased advice. To learn more about Solomon Partners, please visit our website at ************************ PROGRAM DESCRIPTION: The Full Time Analyst program will begin in July 2026. Direct collaboration with Analysts and Associates to perform complex financial analysis specializing in mergers, acquisitions, leveraged buyouts, and fairness opinions Engagement in small deal teams alongside two or more senior members to analyze and execute mergers and acquisitions and principal investment transactions Hands-on opportunities to work closely with clients and perform financial modeling and valuation analyses Networking opportunities, mentorship from experienced team members, and tailored training sessions to enhance technical and soft skills Solomon Partners' recruiting philosophy is to pursue individuals with diverse backgrounds who are creative, highly motivated, and possess strong analytical and quantitative skills QUALIFICATIONS: Currently enrolled in an undergraduate degree program with an anticipated graduation date between December 2025 - June 2026 Demonstrated academic excellence; GPA of 3.5 or higher U.S. citizen or permanent resident Will not require future sponsorship The base compensation for this role will begin at the annualized rate of $110,000 per year. Learn more about our firm and hear our CEO's principles on what it takes to become a successful investment banker.

At Moffitt Cancer Center, we strive to be the leader in understanding the complexity of cancer and applying these insights to contribute to the prevention and cure of cancer. Our diverse team of over 9,000 are dedicated to serving our patients and creating a workspace where every individual is recognized and appreciated. For this reason, Moffitt has been recognized on the 2023 Forbes list of America's Best Large Employers and America's Best Employers for Women, Computerworld magazine's list of 100 Best Places to Work in Information Technology, DiversityInc Top Hospitals & Health Systems and continually named one of the Tampa Bay Time's Top Workplace. Additionally, Moffitt is proud to have earned the prestigious Magnet designation in recognition of its nursing excellence. Moffitt is a National Cancer Institute-designated Comprehensive Cancer Center based in Florida, and the leading cancer hospital in both Florida and the Southeast. We are a top 10 nationally ranked cancer center by Newsweek and have been nationally ranked by U.S. News & World Report since 1999. Working at Moffitt is both a career and a mission: to contribute to the prevention and cure of cancer. Join our committed team and help shape the future we envision. Summary Position Highlights: The Pay Equity Analyst is responsible for developing competitive base salary offers for internal promotions, demotions, reclassification and other transfers to retain top talent. This role involves extensive research and analysis to recommend competitive pay, while ensuring Moffitt's compensation practices are equitable, motivating, and aligned with the organization's policies and goals. The position conducts pay audits and takes appropriate action to ensure internal equity is maintained. The Pay Equity Analyst may provide support for annual compensation events and the triage of compensation questions and inquiries, as needed. Responsibilities: Develops competitive base salary offers * Using candidate experience, internal incumbent pay data and established policies/procedures, develops competitive base salary offers for internal candidates, including promotions, demotions, reclassifications and other transfers. * Collaborates with Talent Acquisition and Strategic Workforce Management representatives to understand extraordinary circumstances that may help inform base salary offers, e.g., tight labor market, small supply of candidates, etc. * Assists with team member pay and position change communication by creating offer letters and other documentation. Conducts pay audits to maintain internal equity * Performs analysis of team members, positions and salary grades to ensure internal equity among team members is maintained. * Prepares presentations to communicate findings and leads the development of action plans to address any identified deficiencies. * Ensure compliance with federal, state, and local compensation regulations. Supports annual compensation events * Provides support for annual compensation events, which may include market, merit, incentive, and other special projects. Responds to compensation inquiries and requests * As needed, provide backup for triaging emails that come through the compensation department shared email address by responding to requests or escalating issues to the appropriate. Credentials and Qualifications: * Bachelor's Degree in Human Resources, Business, Finance or related field. * Minimum of 3 years of demonstrated experience with the development of base salary offers for candidates or related experience. Preferred: * SHRM-CP/SCP, PHR/SPHR, or related HR/Compensation certification. * Prior Human Resources and/or health care experience. * Experience using HRIS or Performance Management systems. Share:

Join Canvas Forum: Investment Real Estate Sales AgentAre you ready to take your real estate career to the next level? At Canvas Forum, we're revolutionizing the investment real estate market by connecting buyers and sellers with unmatched efficiency and expertise. Our mission is to transform a fragmented industry into a seamless experience for everyone involved. Why Canvas Forum?Accelerate Your Career: Close more deals in your first three months than most agents do in an entire year.Dynamic Team Environment: Join a team where collaboration and shared success are our core values. We achieve greatness together-no lone wolves here!Unlimited Growth Potential: Whether you aim to lead your own team or build a personal investment portfolio, we'll support your ambitions.Endless Opportunities: Access to cutting-edge tools, extensive training, and uncapped income potential. What You'll Be Doing:Build & Expand Your Network: Connect with local investors and grow your database, pairing them with our exclusive property listings.Client Engagement: Maintain regular communication with investors to understand their goals, provide updates on inventory, and address any inquiries swiftly.Collaborate & Innovate: Work closely with our team to stay informed about property availability and industry trends.Organize & Track: Keep accurate records of transactions and client interactions using our CRM systems and other tools. What We Need from You:Active Florida Real Estate License (or ability to obtain one before starting).Full-Time Commitment: Be ready to dive into a fast-paced environment and grow your career.Coachability & Enthusiasm: Be eager to learn, adapt, and thrive in a dynamic setting. Additional Perks:No Desk or Brokerage FeesComprehensive CRM SystemBrokerage-Provided E&O InsuranceExpert Guidance & Resources100% Commission-Based Structure with Bonus Opportunities Ready to break into the investment real estate industry and skyrocket your career? Reach out to us and join our dynamic, passionate team at Canvas Forum. Your future starts here!

JobID: 210689796 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $76,000.00-$112,000.00; Brooklyn,NY $76,000.00-$112,000.00 Bring your Expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As Compliance Line of Business Sanctions Digital Assets Officer Associate in the Global Financial Crimes Compliance ("GFCC") Strategy Team, you will provide meaningful guidance to lines of business ("LOB") as it relates to internal JPMorgan Chase GFCC policies and standards as well as promote industry best practices and maintain oversight of the business execution. Your primary objective is providing support to the Commercial & Investment Bank Line of Business (LOB) in complying with the U.S. sanctions regulations administered by Office of Foreign Asset Control ("OFAC"). Additionally, this role will focus on adhering to the compliance requirements under the Firm's Sanctions Standards and will include supporting other projects/initiatives related to sanctions, including the Firm's digital assets initiatives, to help drive change and a strong compliance culture within the LOBs. Job responsibilities * Acting as a point of contact for LOB sanctions compliance issues and escalating U.S. Sanctions issues to GSC and Legal; * Provide guidance and support to the LOBs and Operations partners on the Sanctions Standards (implementation and interpretation); * Escalating significant sanctions-related issues for customer relationship and transaction due diligence reviews; * Research, analyze and provide recommended remediation efforts on Action Plans for clients/products that present sanctions and/or reputational risk; * Support general Compliance activities and other responsibilities, including special projects, implementation and maintenance of procedures, training, and ad-hoc reporting, as assigned; * Drive cross-LOB consistency within the sanctions organization and partner with other relevant Corporate GFCC functions; * Stay abreast of industry trends and sanctions changes in order to anticipate areas of focus and attention of regulators, keeping business management and Compliance colleagues informed Required qualifications, capabilities and skills * Minimum of 5 years relevant experience working with or in Compliance, Risk Management or Audit; * Bachelor's degree or equivalent experience required; * Knowledge of OFAC regulatory requirements; * Banking experience inclusive of knowledge on banking processes, products, and controls; * Ability to work independently on multiple assignments and meet deadlines in a fast paced environment; * Advanced problem solving and critical thinking skills; * Demonstrate strong organizational, analytical, negotiation, written and verbal communication skills with the ability to present complex information to senior management Preferred qualifications, capabilities and skills * Proven experience and extensive familiarity working in a complex multi-national organization

Financial Advisor - Tampa, FL Empower Lives. Build Your Future. Thrive in Tampa. Are you ready to make a real impact while building a rewarding career? Join Coastal Wealth in beautiful Tampa, FL, as a Financial Advisor and help individuals, families, and business owners navigate their financial futures with confidence and clarity. At Coastal Wealth, we don't just offer jobs - we cultivate careers. Here, you'll have the freedom to run your practice like a business, backed by industry-leading tools, innovative products, and an experienced support team that's invested in your success. What You'll Do: Partner with clients to develop personalized financial strategies and long-term plans. Offer guidance on investments, retirement, insurance, and wealth protection. Build lasting relationships and grow your client base through trust and results. What Makes Us Different: Entrepreneurial Freedom - Be in business for yourself , but never by yourself . Innovative Tools & Resources - Access cutting-edge tech and training to grow your practice. Custom Solutions - Offer a full suite of financial products tailored to individual client needs. Compensation & Benefits: Commission-Based Role - Unlimited earning potential based on your effort and success. Performance-Based Rewards - Your income reflects the value you bring. Comprehensive Benefits Package - Including medical, dental, life, disability, and retirement plans. Subsidized Benefits - For qualified Financial Services Representatives (contractual eligibility applies). Ongoing Development - Coaching, mentorship, and advancement opportunities. Schedule: Full-Time | Monday-Friday This is more than a job - it's your chance to create a business and legacy you're proud of. Join a firm that's focused on helping you grow - personally, professionally, and financially. Responsibilities Prospecting for clients through networking and referrals Developing and maintaining long-term relationships with clients Providing financial solutions for clients through fact gathering and needs analyses Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates Qualifications 215 License Needed Series Mass Mutual Company Series 7,6 and SIE preferred Must be in the Miami, FL area Sales Experience Needed Prospecting for clients through networking and referrals Developing and maintaining long-term relationships with clients Providing financial solutions for clients through fact gathering and needs analysis Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates Upside Earning Potential Compensation $65,000 - $100,000+ About Coastal Wealth At Coastal Wealth, we're more than a financial solutions firm - we're your trusted partner committed to integrity, transparency, and ethical excellence. Celebrating diversity and fostering inclusivity, we bring together a team of experts dedicated to empowering your financial future. Explore a world of tailored financial opportunities designed just for you. From personalized, comprehensive financial plans to investment strategies crafted to match your unique goals, we help you unlock the full potential of your wealth. Our strategic tax planning ensures you keep more of what you earn, while our extensive suite of services supports every facet of your financial life. What sets us apart is our genuine care: we listen closely, offer thoughtful guidance, and prioritize the success of you, your family, and your business. With Coastal Wealth, embark on a personalized financial journey that's as unique as your aspirations.

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who You'll Work With Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. About the Role Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. Responsibilities You will meet with existing and prospective clients to plan their financial future. Utilize our company-provided technology and tools to improve your operation. You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. To help you get started, we offer you the resources needed to create your own success: Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support Skills and Qualifications High school diploma or GED Ideally, you have 2+ years of experience working as a Financial Advisor. A proven and successful sales track record. You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66. You also have an active state variable life and health license. Work Location This position is currently designated as remote. Estimated Travel May include up to 25% travel. #LI-LR1 #LI-SAFG #LI-Remote This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. Employee Assistance Program: Confidential counseling services and resources are available to all employees. Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): Up to 50%Relocation Provided: NoThe Variable Annuity Life Insurance Company

Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today! Preferred Bilingual: Spanish, Portuguese, Chinese, Vietnamese and Korean

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.

We are a fast-growing Tampa NW financial advisory firm seeking a Junior Financial Advisor to join our client-focused team. This role is client-facing and involves working with existing clients and closing warm inbound leads, cold calling required. Perfect for proactive, coachable advisors ready to grow in a supportive environment. Key Responsibilities: Manage and grow client financial portfolios Close new business from warm leads Present index annuities and other investment strategies Conduct client reviews, portfolio updates, and retirement planning sessions Maintain accurate records in CRM and financial software Collaborate with senior advisors to deliver exceptional client experiences Qualifications: Series 65 license (required) Florida 215 Insurance License (preferred) Experience with Assets Under Management (AUM), especially index annuities Up to 10 years of financial advisory experience Strong communication and client relationship skills Organized, efficient, and team-oriented Benefits: Paid time off + all major holidays Medical, dental, and vision insurance 401(k) with employer match Access to investment portfolios with no management fees

Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak! We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses/credentials, and we'll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals. Key Responsibilities • Attend and engage in coaching and training led by the leadership team and established advisors. • Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals. • Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice. • Schedule and conduct financial planning and advice meetings with clients and client prospects. • Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals. • Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results. • Build a book of business as a stand-alone Ameriprise Financial advisor. • If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum. • Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities. Required Qualifications • 3+ years of work experience with a proven track record of success. • Have a network of personal and professional contacts within the local area that you may engage for referrals. • Showcase a background in building strong relationships and delivering superior client service. • Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years. • Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status. • Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam) o State Securities (Series 63 or Series 66) o State IAR (Series 65 or Series 66) o State Life, Health Insurance and Variable Products lines Preferred Qualifications • Four-year college degree, or equivalent • Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment. • Willingness and desire to be part of a coaching relationship and peer learning environment. • Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER™ professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group

Hours: 40 Pay Details: $72,280 - $108,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. Depth & Scope: * Experience selling investments and providing financial plans * Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth * Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents * Ability to partner and promote lead generation * Manages goals, prioritizes tasks and comfortable working in a fast paced environment * Ensures all new & existing clients are provided with a planning experience * Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts * Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed * Implements and executes a differentiated service model/experience for TD Wealth clients * Meets quarterly and annual sales goals * Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience * Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners * Executes in thorough manner that is compliant with regulations, policies and procedures * Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) * Ensures all Continuing Education requirements are attained * Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures * Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures * Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed * Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team * Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff * Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm * Represents TD Wealth to the general public in a professional manner * Is involved in the community and support TDBG charity and community initiatives Education & Experience: * Bachelor's degree strongly preferred * 2+ years of providing advice, planning and investment sales * SIE, Series 7, Series 63 required * Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals * Advanced understanding of wealth products and services * Strong verbal and written communication skills * Strong organizational and time management skills * Ability to travel within assigned market to meet prospects, clients and partners five days a week * Ability to commute within assigned territory * Strong understanding of wealth management business development techniques * Strong understanding and experience interacting with retail and small business banking clients * Consultative sales experience required * Demonstrated ability to establish relationships and partner effectively with other departments * Proven ability to achieve sales goals Customer Accountabilities: * Understands and supports the Bank's Customer Service Strategy * Considers the impact of decisions on the well-being of TD, its Customers and stakeholders * Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity * Models quality service delivery at every interaction * Leads and contributes to the ongoing improvement of the partner / Customer experience Employee/Team Accountabilities: * Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience * Participates fully as a member of the team and contribute to a positive work environment * May provide leadership, training, and guidance to other team members * Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest * Actively shares information and knowledge, and proactively learn from the expertise of other OCC Language: * This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA. * Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA. * Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position. Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Continuous * 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.) - Occasional * Squatting - Occasional * Bending - Occasional * Kneeling - Occasional * Crawling - Occasional * Climbing - Never * Reaching overhead - Occasional * Reaching forward - Occasional * Pushing - Occasional * Pulling - Occasional * Twisting - Occasional * 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.

INC. If you're seeking a career with a company that encourages authenticity, rewards innovation and provides stability and work/life harmony, then Bealls Inc. is the place for you! At Bealls Inc., our associates have a shared responsibility to each other that has fueled our considerable retail industry success. Here you'll find a blend of tenured associates with deep company knowledge working alongside talents from national and international retailers, various industries, and recent graduates, all united by a shared vision. WHO WE ARE: We are a group of passionate people who utilize our unique talents to help our guests outfit their families for less. We strive to hire and develop talented and diverse associates by fostering a culture of inclusion, respect and authenticity that benefits from and thrives on a wide range of skills, styles, backgrounds and experiences. We believe we are better when we work together, leveraging collaboration and relationships throughout our organization and the broader retail industry to help accomplish our goals. We are continuously pursuing solutions that address environmental impact and advance sustainable practices, while strengthening relationships with our communities, our associates, and our industry partners. We are guided by Bealls Inc. company values\: Acceptance, Accountability, Authenticity, Compassion, Empowerment, Openness, and Transparency. WHY JOIN BEALLS INC.: Location\: Our corporate offices are in beautiful and sunny Bradenton, FL. We offer corporate associates the flexibility of hybrid work schedules, with variations by department. Stability\: We are a financially strong, multi-billion-dollar, growing organization that has been around for nearly 110 years! We have over 650 retail stores across 22 states under bealls, Bealls Florida, and Home Centric store brands, along with 50 exclusive brands in our stores! Benefits\: We provide weekly pay and comprehensive benefits, health and wellness perks including paid time off and retirement saving plans because associate well-being is a priority. Growth\: We focus on cultivating internal talent and educating new members of the organization through numerous training programs and learning tools. This is accomplished through continuous professional development at all levels in the classroom, in the field and on the job. Connection\: Surround yourself with others who find purpose, passion, and fulfillment in their work, with an organization that believes in making communities safer and healthier for generations to come. Learn even more at *********************************** MERCHANDISE FINANCIAL PLANNER The Merchandise Financial Planner (Planner) is responsible for developing, analyzing, and managing financial plans that support the overall merchandise strategy. This position ensures that sales, margin, inventory, and profit goals are met by creating robust financial frameworks, collaborating with buying and location teams, and providing actionable insights that drive business performance. DUTIES AND RESPONSIBILITIES Support the development of strategic merchandise plans that align with company goals Develop and manage pre-season and in-season merchandise financial plans, including sales, markdowns, margins, inventory, and open-to-buy Reforecast financial plans based on performance trends and market dynamics Analyze historical data and current trends to identify risks and opportunities Provide insights on category performance, sales trends, and inventory productivity Partner with Buyers, Location Planners, and Allocation teams to align financial plans with assortment strategies Prepare and present financial reports, analysis, and recommendations to senior leadership Monitor inventory levels and recommend actions to optimize stock-to-sales ratios Collaborate with allocation teams to manage replenishment and ensure the timely flow of merchandise QUALIFICATIONS AND ATTRIBUTES Bachelor's degree in Business, Finance, Merchandising, or a related field 3+ years of experience in merchandise planning, financial planning, or a related retail position Strong analytical skills and proficiency in Excel, planning systems and reporting tools Deep understanding of key retail metrics (sales, gross margin, turn, weeks of supply, open-to-buy) Excellent communication and presentation skills with the ability to influence cross-functional partners Detail-oriented with the ability to manage multiple priorities and meet deadlines Additional duties as assigned When it comes to finding the right fit, we know there is a lot to consider. Our recruiters are here to help you discover the career fit you're looking for. Thank you again for your interest in Bealls Inc. and we look forward to hearing from you! For more information, check out: ***************** ************** ********************* *******************

Hours: 40 Pay Details: $72,280 - $108,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. Depth & Scope: Experience selling investments and providing financial plans Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents Ability to partner and promote lead generation Manages goals, prioritizes tasks and comfortable working in a fast paced environment Ensures all new & existing clients are provided with a planning experience Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed Implements and executes a differentiated service model/experience for TD Wealth clients Meets quarterly and annual sales goals Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners Executes in thorough manner that is compliant with regulations, policies and procedures Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) Ensures all Continuing Education requirements are attained Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm Represents TD Wealth to the general public in a professional manner Is involved in the community and support TDBG charity and community initiatives Education & Experience: Bachelor's degree strongly preferred 2+ years of providing advice, planning and investment sales SIE, Series 7, Series 63 required Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals Advanced understanding of wealth products and services Strong verbal and written communication skills Strong organizational and time management skills Ability to travel within assigned market to meet prospects, clients and partners five days a week Ability to commute within assigned territory Strong understanding of wealth management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability to establish relationships and partner effectively with other departments Proven ability to achieve sales goals Customer Accountabilities: Understands and supports the Bank's Customer Service Strategy Considers the impact of decisions on the well-being of TD, its Customers and stakeholders Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity Models quality service delivery at every interaction Leads and contributes to the ongoing improvement of the partner / Customer experience Employee/Team Accountabilities: Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience Participates fully as a member of the team and contribute to a positive work environment May provide leadership, training, and guidance to other team members Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest Actively shares information and knowledge, and proactively learn from the expertise of other OCC Language: This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA. Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA. Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position. Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Continuous 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.) - Occasional Squatting - Occasional Bending - Occasional Kneeling - Occasional Crawling - Occasional Climbing - Never Reaching overhead - Occasional Reaching forward - Occasional Pushing - Occasional Pulling - Occasional Twisting - Occasional 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.

Job DescriptionBenefits: Competitive salary Opportunity for advancement Training & development *This role requires biligual Spanish* Are you a highly motivated and customer-centric individual with a passion for sales and making a positive impact? Do you thrive in a fast-paced environment where your hard work is recognized and rewarded? Look no further! Jenn Rossmiller State Farm is seeking a Sales Representative to join our dynamic and successful team. About Us: At Jenn Rossmiller State Farm, we take pride in being a trusted insurance agency that has been serving our community for over 20 years. Our commitment to providing exceptional customer service and comprehensive insurance solutions has earned us a reputation as a leader in the industry. As a State Farm agency, we have access to an extensive range of insurance and financial products, allowing us to offer tailored solutions to our valued clients. About Jenn Rossmiller Local State Farm agent in Riverview, Florida Providing Life Insurance in Tampa Offering Auto Insurance in Brandon Helping with Home Insurance Assisting with Florida Business Insurance Offering Health Insurance Providing Renters and Condo Insurance Helping with Boat and Motorcycle Insurance Kid- & pet-friendly office! Graduate of the University of South Carolina Mother to an energetic daughter! Married to a SUPER AWESOME STATE FARM AGENT! Role and Responsibilities: As a Sales Representative at Jenn Rossmiller State Farm, you will play a vital role in helping our customers protect what matters most to them. Your key responsibilities will include: Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that suit their unique requirements. Lead Generation: Proactively seeking out new business opportunities through various channels, including referrals, networking events, and community involvement. Customer Relationship Management: Building strong and lasting relationships with clients, providing ongoing support, and addressing any inquiries or concerns they may have. Consultative Selling: Conducting comprehensive consultations with customers to identify their coverage needs and presenting suitable solutions in a clear and understandable manner. Team Collaboration: Working closely with our team to achieve individual and team sales targets and contribute to the overall success of the agency. Qualifications: To excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Prior experience in sales or customer service is preferred, but we encourage individuals with a genuine passion for sales and a determination to succeed to apply. Communication Skills: Excellent verbal and written communication abilities to effectively convey insurance concepts and provide top-notch customer service. Customer-Centric: A strong commitment to providing outstanding service and building long-term relationships with clients. Goal-Oriented: A self-motivated and goal-driven individual with a proven track record of meeting and exceeding sales targets. Insurance Knowledge: While not required, familiarity with insurance products and industry practices will be advantageous. Bilingual Spanish Licensing Benefits Ongoing training and development opportunities to enhance your skills and knowledge. A supportive and collaborative team that feels like family. Opportunities for career growth and advancement within the agency. Salary plus commission/bonus Paid time off (vacation and personal/sick days) Growth potential/Opportunity for advancement within my office Health benefits HOURS 8:30-5:00

Solomon Partners is a leading financial advisory firm with a legacy as one of the oldest independent investment banks. We advise clients on mergers, acquisitions, divestitures, restructurings, recapitalizations, capital markets solutions and activism defense across a range of industries. Solomon Partners' culture is driven by integrity, deep sector expertise and building strong, working relationships. With a focus on inclusivity, we are collaborative, entrepreneurial and committed to providing clients with sound, unbiased advice. To learn more about Solomon Partners, please visit our website at ************************ PROGRAM DESCRIPTION: The Summer Analyst internship is a 10-week immersive program beginning in early June 2027 Direct collaboration with Full Time Analysts and Associates to perform complex financial analysis specializing in mergers, acquisitions, leveraged buyouts, and fairness opinions Engagement in small deal teams alongside two or more senior members to analyze and execute mergers and acquisitions and principal investment transactions Hands-on opportunities to work closely with clients and perform financial modeling and valuation analyses Networking opportunities, mentorship from experienced team members, and tailored training sessions to enhance technical and soft skills Successful candidates will be dedicated to the Distribution Group Solomon Partners' recruiting philosophy is to pursue individuals with diverse backgrounds who are creative, highly motivated, and possess strong analytical and quantitative skills QUALIFICATIONS: Currently enrolled in an undergraduate degree program with an anticipated graduation date between December 2027 - June 2028 Demonstrated academic excellence; GPA of 3.5 or higher U.S. citizen or permanent resident Will not require future sponsorship Learn more about our firm and hear our CEO's principles on what it takes to become a successful investment banker.

Job DescriptionJoin Canvas Forum: Investment Real Estate Sales AgentAre you ready to take your real estate career to the next level? At Canvas Forum, we're revolutionizing the investment real estate market by connecting buyers and sellers with unmatched efficiency and expertise. Our mission is to transform a fragmented industry into a seamless experience for everyone involved. Why Canvas Forum?Accelerate Your Career: Close more deals in your first three months than most agents do in an entire year.Dynamic Team Environment: Join a team where collaboration and shared success are our core values. We achieve greatness together-no lone wolves here!Unlimited Growth Potential: Whether you aim to lead your own team or build a personal investment portfolio, we'll support your ambitions.Endless Opportunities: Access to cutting-edge tools, extensive training, and uncapped income potential. What You'll Be Doing:Build & Expand Your Network: Connect with local investors and grow your database, pairing them with our exclusive property listings.Client Engagement: Maintain regular communication with investors to understand their goals, provide updates on inventory, and address any inquiries swiftly.Collaborate & Innovate: Work closely with our team to stay informed about property availability and industry trends.Organize & Track: Keep accurate records of transactions and client interactions using our CRM systems and other tools. What We Need from You:Active Florida Real Estate License (or ability to obtain one before starting).Full-Time Commitment: Be ready to dive into a fast-paced environment and grow your career.Coachability & Enthusiasm: Be eager to learn, adapt, and thrive in a dynamic setting. Additional Perks:No Desk or Brokerage FeesComprehensive CRM SystemBrokerage-Provided E&O InsuranceExpert Guidance & Resources100% Commission-Based Structure with Bonus Opportunities Ready to break into the investment real estate industry and skyrocket your career? Reach out to us and join our dynamic, passionate team at Canvas Forum. Your future starts here! We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

We are looking for a competitive, sales-driven, and highly motivated field sales representative to join our team. You'll be responsible for developing and implementing your own initiatives and aggressive sales strategies to grow your sales territory. The ideal candidate knows how to get the sale, leaning into their strong communication and interpersonal skills to convert potential customers into new clients. We offer a base salary plus a robust commission plan. If this sounds like the perfect fit for you, start your application today! Bilingual preferred Great working attitude, disciplined, and willing to work hard

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.