Finance planner jobs in Richmond, VA

Full-time Description At CSC, we equip innovators with the tools they need to accelerate progress and build a better future. Established in 1986, CSC Leasing is a family-owned, independent equipment financing company headquartered in Richmond, Virginia, with regional offices throughout the United States. Our mission is to assist businesses of all sizes in acquiring essential assets in a cost-effective manner through innovative and competitive leasing programs. Over the past four decades, CSC has built lasting relationships with a diverse clientele, ranging from start-ups to Fortune 500 companies, and across various industries including life sciences, biotechnology, clean-tech, AI, manufacturing, and more. With over $2 billion in financed transactions and $1 billion in assets under management, CSC's track record speaks to our deep industry knowledge, exceptional experience, and community-centered approach. We partner with companies across a wide variety of sectors. Many of our clients are driving innovation in agriculture, food & beverage, healthcare, manufacturing, and technology. Whether you're a rapidly growing start-up or a well-established corporation, CSC's responsive, relationship-oriented service is designed to meet your unique needs, no matter your industry or credit profile. The Opportunity: CSC is seeking an experienced Associate to serve as part of our Credit & Investment team. The Associate position is an integral part of the firm's transaction review process. The ideal candidate should be comfortable thinking for themselves and working autonomously to formulate investment theses for deals. Our flat organizational structure combined with the continuing expansion of the Credit & Investment team provides an exceptional opportunity for career growth and upward mobility. While independent and self-motivated performance are valued, team-oriented principles are also required for the experienced Associate role. The Associate serves as a deal team lead and collaborates with our Analysts, Directors, Sales team, Account Managers, and Finance team to service our customers. Team-oriented, customer service is a must in this role. The ideal candidate would have experience in venture lending, investment banking, commercial banking, or corporate finance. Experience in senior debt, asset-based financing, equipment-based financing, subordinated or mezzanine debt, or private equity is a plus. Candidates should have demonstrated business acumen and experience with financial statement modeling. In this role you'll review client provided financial models and investment presentations and be asked to synthesize that information in a short-form investment memo and present to our internal Investment Committees. The Associate position will work from our corporate office in Richmond, Virginia. CSC is an in-office work culture, with the ability to work hybrid as needed to balance your personal life. Your time outside of the office is your own. CSC is a hyper-responsive financing partner, so you'll be asked to handle deal timelines accordingly, but boundaries are set and adhered to in order to ensure you have the balance you need outside of the office. Primary Responsibilities: Perform financial analysis on new and existing portfolio companies Lead due diligence calls with company CFOs, CEOs, and growth equity sponsors Compose credit memorandums Present analysis to Investment Committee, CSC executives, and syndication partners Assist with credit issuance and exposure management for existing AUM Monitor and report on credit risk and exposure for CSC's portfolio Perform strategic initiative as assigned, including special projects for our CIO/President Requirements 5+ years of experience in financial modeling, operational, and/or strategic decision-making positions Strong analytical and problem-solving skills, with the ability to think critically and strategically High agency and high ownership when executing on deadlines CSC Leasing is an Equal Opportunity employer. All applicants for employment will be considered based on their demonstrated ability and competence without discrimination on the basis of their race, color, religion, sex, gender identity, age, national origin or ancestry, disability, sexual orientation, marital status, veteran status, membership in the uniformed services, genetic information, or any other basis defined or protected by federal, state, or local laws.

Job Description About the Opportunity ProspectBlue has partnered with a leading independent investment bank headquartered in Richmond, VA, to identify an experienced Investment Banking Associate to join their Advisory team. This firm provides M&A and financial advisory services to privately held, private-equity-backed, and publicly traded companies across a wide range of industries. This is an excellent opportunity for a high-performing finance professional to join a collaborative, fast-paced environment where you'll play a key role in executing transactions, leading financial analysis, and supporting client engagements from start to finish. Key Responsibilities Conduct detailed financial modeling, valuation, and deal structure analysis. Draft and edit transaction marketing materials, including pitch books, confidential information memoranda (CIMs), and management presentations. Research and evaluate potential strategic and financial buyers. Manage diligence processes including data room organization, third-party coordination, and document review. Support client interactions, including buyer communications, management meetings, and presentation preparation. Provide mentorship and guidance to analyst-level team members and assist in managing team workflow. Qualifications 2-5 years of experience in investment banking or a related financial advisory role. Bachelor's degree in Finance, Accounting, Economics, or a related field. Proven proficiency in financial modeling, valuation, and transaction analysis. Exceptional analytical, quantitative, and written communication skills. Strong working knowledge of Microsoft Excel, PowerPoint, and Word. Highly motivated, detail-oriented, and comfortable working in a dynamic, transaction-driven environment. FINRA licensing preferred (or willingness to obtain within six months). CFA or CPA designation is a plus.

Job Description Our client is a premier global investment bank with over 30 years of experience advising clients on M&A transactions and private capital solutions. They have built their reputation on execution excellence, deep industry expertise, and a collaborative culture that sets them apart in the industry. Their approach emphasizes true partnership-pooling knowledge across industries, service lines, and geographies to deliver superior outcomes for clients. They believe in unlocking value not just in businesses, but in their people, creating an environment where talented professionals can do their best work while growing their careers. About the Industrials Group Led by senior professionals, our client's Industrials Group serves as trusted advisors to investors and company leaders worldwide. Clients count on them to understand the industrials landscape and help turn ambitious goals into reality through M&A and private capital advisory services. The team has deep experience across sectors including: Building Products & Materials Chemicals & Specialty Materials Engineered Equipment, Products & Components Industrial Technology Packaging Why This Opportunity Stands Out This is an opportunity to join a firm that is ambitious in its goals and steadfast in the belief that clients deserve nothing less than their very best. They invest in world-class, team-oriented individuals who are smart, driven, and principled-professionals who are eager to be part of something bigger than themselves. As an Associate, you'll gain meaningful exposure to complex transactions and senior bankers from the start. You'll work in a collaborative environment where excellence is the standard, mentorship is embedded in the culture, and your professional development is a genuine priority. This is a place where hard work is rewarded, where you'll be challenged to grow your skills rapidly, and where you'll develop into a future deal leader. The Role Our client seeks a talented Associate to join their Industrials Group in Richmond, VA. As an Associate, you will play a critical role in executing M&A transactions, working closely with Vice Presidents and senior bankers while guiding and mentoring Analysts. This position offers significant responsibility and client exposure as you develop your technical and leadership skills. You will be involved in all aspects of deal execution, from financial modeling and valuation analysis to client presentations and transaction coordination. Please note: Our client will not provide sponsorship for employment visas or participate in STEM OPT for this position. Candidates must have current authorization to work in the United States. Key Responsibilities Deal Execution & Analysis Execute sell-side M&A transactions across all phases of the deal lifecycle Build and maintain complex financial models including DCF, LBO, merger, and accretion/dilution analyses Conduct comprehensive valuation analyses using multiple methodologies Perform detailed industry research, competitive analysis, and market assessments Prepare pitch materials, management presentations, and transaction marketing materials Coordinate due diligence processes and manage data room activities Support senior bankers in client meetings and presentations Team Collaboration & Development Work closely with Vice Presidents to manage deal workstreams and timelines Guide and mentor Analysts on financial modeling, analysis, and presentation preparation Provide feedback and coaching to junior team members Ensure accuracy and quality of all deliverables Collaborate effectively across deal teams and office locations Client & Market Engagement Participate in client meetings and calls alongside senior bankers Develop understanding of client business models, strategies, and industry dynamics Support business development initiatives and pitch preparation Stay current on market trends, transactions, and industry developments Required Qualifications 2-3 years of investment banking experience, with sell-side M&A experience preferred Strong financial modeling and valuation skills with high attention to detail Proficiency in Excel, PowerPoint, and financial databases Excellent analytical and problem-solving abilities Strong written and verbal communication skills Ability to manage multiple projects simultaneously and meet tight deadlines Bachelor's degree required; advanced degree or certifications preferred Demonstrated work ethic and ability to thrive in a fast-paced environment Team-oriented mindset with willingness to collaborate and support colleagues Willingness to travel up to 15% of the time Must obtain FINRA licensing (SIE Exam, Series 79, and Series 63) within 90 days of hire What Defines Success in This Role Our client's top-performing Associates demonstrate: Technical Excellence: Strong command of financial modeling, valuation techniques, and analytical frameworks with meticulous attention to accuracy Ownership Mindset: Proactive approach to problem-solving, taking initiative on projects, and driving work forward independently Team Leadership: Ability to effectively guide Analysts while collaborating seamlessly with Vice Presidents and senior bankers Client Focus: Understanding of client objectives and ability to tailor analyses and presentations to meet their needs Growth Orientation: Eagerness to learn, receptiveness to feedback, and commitment to continuous improvement Compensation & Benefits Highly competitive base salary commensurate with experience Performance-based bonus eligibility tied to company, business unit, and individual performance Comprehensive benefits package including medical, dental, vision, 401(k) matching, and pension plan Generous paid time off including vacation, holidays, and parental leave Structured training program and professional development resources Mentorship opportunities with senior bankers Clear path for advancement to Vice President

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.

Here's a revised version tailored for a Marketing Communications Manager role: Join Our Team as an Investment Solutions Advisor Are you a strategic storyteller with a passion for branding, content creation, and audience engagement? We are seeking a dynamic Investment Solutions Advisor to develop and execute compelling marketing strategies that elevate our brand and drive business success. Why You'll Love This Role: 🎯 Strategic Impact - Lead marketing communication efforts that enhance brand awareness and engagement. ⏰ Work-Life Balance - Enjoy a flexible schedule with full-time opportunities. 🚀 Career Growth - Access professional development programs and leadership opportunities. 💰 Competitive Compensation - Earn a stable income with performance-based incentives. Your Responsibilities: Develop and implement integrated marketing communication strategies across multiple channels. Create compelling content for websites, email campaigns, social media, and press releases. Collaborate with cross-functional teams to align messaging with business objectives. Manage brand voice, ensuring consistency across all marketing materials and communications. Oversee media relations, PR initiatives, and partnerships to enhance brand visibility. Analyze marketing campaign performance and optimize strategies for better engagement. What We're Looking For: Proven experience as a Marketing Communications Manager or in a similar role. Strong writing, editing, and storytelling skills. Proficiency in digital marketing tools, social media management, and content creation platforms. Ability to develop and execute successful communication campaigns. Excellent collaboration and project management skills. Experience in PR, media relations, and brand management is a plus. Perks & Benefits: Paid professional development and continuous learning opportunities. Health insurance and retirement plans. Performance-based bonuses and recognition programs. Leadership growth and career advancement opportunities. 🚀 Ready to Make an Impact? If you're passionate about crafting compelling marketing communications that drive brand success, apply today! Join us and be part of a team that values creativity, strategy, and innovation. Your journey as an Investment Solutions Advisor Manager starts here-let's tell our story together!

Through its relationship with CUSO Financial Services, L. P. (CFS) Argent Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around the Richmond, Virgina area. Argent Credit Union is a full-service, not-for-profit financial cooperative headquartered in Chester Virginia with eight branch locations throughout the Richmond-metro area. Founded in 1956 originally to serve the employees of the DuPont Spruance facility in Chesterfield Virginia, Argent Credit Union is now a community-focused credit union with $500 million in assets serving nearly 40,000 members. As a Financial Advisor your responsibilities include, but are not limited to, the following: Identifies and evaluates customer needs for financial services, assess the objectives and goals of the individual, then develops an investment strategy to implement. Stays current and analyzes market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities consequences to clients with particular investments. Attends training and/or completing required continuing education and keeps current on investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager. Drives investment and program integration initiatives with credit union and/or assigned bank program (includes branch personnel training). Actively engages assigned branch staff on a regular basis as well as other key areas within the CU. Provides ongoing training and coaching of staff to increase the quality and quantity of member leads to the investment team. Provides regular feedback to the branch employees, identified credit union executives and sales manager regarding sales practices and business development initiatives. Work with Financial Center Managers to identify and leverage cross-sell opportunities. Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update client needs ensuring investment objectives and goals are progressing according to plan. Meetings to take place either monthly, quarterly and/or yearly depending on client needs established by Representative. Remains visible to the appropriate segments of the public to meet and to retain potential new clients for CFS, including conducting client workshops/seminars on various topics (i.e., Social Security, Education planning, Retirement planning, etc.) Required Qualifications: Active Series 7, 63/65 (or 66) licenses along with Life, Accident & Health licenses Clean U-4 and Background Two or more years of sales experience in the financial services industry, preferably in a bank or credit union Excellent communications skills, both verbal and written, necessary to provide exceptional service to all members/clients and enthusiastically promote the investment program to internal partners and an external network you develop Experience and aptitude with working with a broker-dealer technology, i.e., electronic order entry systems, DocuSign, etc. to process business, as well as the use of a CRM to document all interactions and activities Commitment to supporting, and contributing to, a team-oriented culture Desired Qualifications Undergraduate Degree in Business, Finance, or related field Certified Financial Planner (CFP) designation a plus Experience delivering high quality service in all interactions with clients, prospective clients, and staff within a financial institution environment An advanced level of performance and work ethic requiring minimum supervision EOE **Representatives are employed by and registered through CFS (Member FINRA / SIPC ). To learn more about CUSO Financial Services, L.P. visit *************** . CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 25-year track record of serving the investment needs of credit unions and their members. We're ranked as one of the top broker-dealers in the industry and we work with some of the top financial institutions in the country.

Job Description Cornerstone Advisor Group (CAG) is seeking driven, enterprising individuals who are motivated by the opportunity to make a meaningful impact in people's lives. Our advisors help clients plan for and achieve their long-term financial goals while building rewarding, purpose-driven careers. At CAG, we take your drive and guide it into building a thriving financial advisory practice. You'll be in business for yourself-but never by yourself. Our collaborative team and proven systems provide the structure and support needed to help you succeed. With over 170 years of history through our partnerships, we've built a culture where people matter, promises are kept, and growth goes beyond numbers. This opportunity is open immediately to candidates eager to grow their business, strengthen their clients' financial futures, and create lasting impact for their families and communities. If you're ready to take control of your career and make a difference, we'd love to connect and share more about what's possible with Cornerstone Advisor Group. What We're Looking For If you are someone who possesses: High energy, a strong work ethic, and a positive, optimistic attitude A passion for helping others and a clear sense of purpose Confidence, resilience, humility, and unwavering commitment to your goals The desire to build your own success while making a meaningful impact in your community Then you may be exactly who we're looking for. Requirements: Active Life Producer License in your state of residence (Virginia or West Virginia) Proven ability to sell life insurance products and generate leads Excellent phone skills, with the confidence to reach out to new prospects and clients Enterprising mindset with a strong drive to succeed and scale a personal business Strong interpersonal skills and the ability to connect with people from diverse backgrounds Eagerness and willingness to learn and improve Preferred: Series 65, Series 7/66 licenses Perks: Strong Commissions and Investment Downlines Strong training system to set you up for success, regardless of experience Benefits from a non-match deposit into your 401(k), Health Insurance, Short-Term, Long-Term disability, and more Trips, bonuses, and incentives are available Opportunity to scale your business alongside the mission and vision of a rapidly growing company Team-oriented environment that provides collaboration and mutual support Be part of a Fortune 100 company with a rich history of success and a forward-thinking culture Potential transition package depending on your book of business Office Locations: Hybrid role with office locations in the following areas (for those without prior experience, in-office attendance is required 100% of the time): Richmond, VA; Westchester, VA; Fairfax, VA; McLean, VA; Chevy Chase, VA; Charleston, VA; Winchester, VA; Roanoke, VA; Blacksburg, VA; Virginia Beach, VA; Chesapeake, VA; West Virginia: Morgantown, WV; Wheeling, WV Compensation: $60,000 - $120,000 yearly Responsibilities: Job duties include, but are not limited to: Sell Maintain Life Insurance Annuities Sell Maintain Assets Under Management Develop and maintain strong relationships with clients Provide tailored financial advice and solutions to clients Manage the sales process from lead generation to closing Continuously learn and apply new industry knowledge Collaborate with the team and share best practices Qualifications: Preferred Qualifications: Experience managing assets under management (AUM) Prior experience in the financial services or insurance industry Familiarity with compliance regulations and client management practices About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.

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.

VACU Investment Group (VACUIG) is expanding our wealth management team throughout Virginia- Greater Richmond Area, Blacksburg, Roanoke, Harrisonburg, VA Beach, Norfolk Williamsburg & Lynchburg. The role of the investment consultant is to establish value-added relationships with VACU members , to understand their financial needs and to offer solutions for those needs. VACUIG is in partnership with Ameriprise Financial Group (AMPF) who serves as our Broker/Dealer. The candidate for this position will be an employee of AMPF., working within the VACU branches. ESSENTIAL DUTIES AND RESPONSIBILITIES Prospecting within the financial institution by establishing relationships with other client facing associates in order to generate referrals. This duty is performed weekly, about 20% of the time. Prospect outside the financial institution in order to build external referral sources as well as bringing new clients to the bank. This duty is performed weekly, about 15% of the time. Sell effectively by establishing relationships with customers, determining their needs and offering appropriate solutions in a manner that the customer sees the value, as well as understands the features and benefits of the products offered. This duty is performed daily, about 35% of the time. Engage in customer relationship management activities to increase wallet share per client and seek cross referral opportunities to other associates within the bank. This duty is performed weekly, about 20% of the time. Completes required BSA/AML training and other compliance training as assigned. This duty is performed as needed, about 10% of the time. Perform any other related duties as required or assigned. Requirements EDUCATION AND EXPERIENCE Broad knowledge of such fields as accounting, marketing, business administration, finance, etc. Equivalent to a four year college degree, plus 2 years related experience and/or training, and 19 to 23 months related management experience, or equivalent combination of education and experience. Outstanding verbal, written and listening communication skills. Superior customer service skills. Master at building relationships with customers. Ability to quickly compile, verify and calculate information to provide solutions and recommendations. Product knowledge. COMMUNICATION SKILLS Ability to write reports, business correspondence, and policy/procedure manuals; Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Benefits Full package includes health and retirement benefits, and life and long-term disability insurance Virginia Credit Union We're proud of the opportunities, training, benefits and work-life balance we provide to those who help people take their money further, and reach their goals sooner. We strive to provide a culture where employee development, teamwork, integrity, respect and quality of life are the cornerstones of delivering superior member experience. We thank our employees for making us a part of our community's "Top Workplaces" and are always looking to add people to our team who share our passion for helping members build their finances and confidence. In return, we offer employees a challenging and rewarding work environment and are committed to maintaining an atmosphere that promotes teamwork and continual improvement. Virginia Credit Union is an Equal Opportunity Employer. Ameriprise Financial Ameriprise Financial, Inc, through its subsidiaries, provides various financial products and services to individual and institutional clients in the United States and internationally. It operates through four segments: Advice & Wealth Management, Asset Management, Retirement & Protection Solutions, and Corporate & Other As an Ameriprise employee, you may leverage our corporate support system to help run your program at one of our financial institution partners. Some of the benefits for financial advisors in the managed program may include: Comprehensive employee benefits Branding opportunities and proven turnkey marketing programs Local and national support, including accessible leaders and teams of specialists Office space located onsite at a financial institution Peer-to-peer mentoring, plus training and coaching - including CFP certification support Regular contact with regional leaders and colleagues - offering opportunities for sharing best practices Enjoy the financial rewards Our managed program compensation model is designed to reward financial advisors for the experience and level of practice they bring. We offer extensive up-front bonus programs to match your experience and book of business. We also understand client relationships extend way beyond their assets under management. That's why we provide payouts that apply to clients regardless of asset level.

What part will you play? If you're looking for a place where you can make a meaningful difference, you've found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you'll find your fit amongst our global community of optimists and problem-solvers. We're always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! At Markel, we believe that what we do really matters. And that every one of us has the power to make a difference. To us, insurance is more than a piece of paper. It's a promise to help people get back on their feet. It's a commitment that gives people the courage to take chances. And in uncertain times, it's the fuel that moves the world forward. Since the very start, we've used our ingenuity to insure risks that others can't. Finding smart solutions to complex problems, so people can live their lives and seize opportunities. Our style is about focusing on people's needs, not just words on a page. It's about building relationships and connecting as humans. And ultimately, it's about being there for people when they need us most. In our eyes, our journey is just beginning. Together, we're building a business that supports more people, in more places. But unlike our peers, we'll never lose our people-first focus as we grow. Because you will always be what makes Markel special. And what continues to power this business forward. Markel Group (NYSE - MKL) is a Fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, specialist advisory, and investment operations around the world. About the team: Extracting value from data is critical to delivering Markel's strategic ambitions. We are investing in our data and analytics capabilities so that we can deliver sharp insights to support front-end underwriting and claims teams. As a result, we are establishing the U.S. and Bermuda Portfolio Analytics team. Under the leadership of a newly appointed Head of Portfolio Analytics, this team will bring together analytics, reporting, and technical pricing capabilities carried out across the U.S. and Bermuda and will continue to build on their transformational initiatives. In this role, you will be entrusted with setting the vision and direction for our portfolio analytics strategy and leading our transformation in this space. The Portfolio Analytics team will be comprised of professionals with a wide range of technical skillsets, including data scientists, actuaries, portfolio managers, data engineers, and data visualization developers. We envision a dynamic, underwriter-centered team that serves the underwriter as their ‘customer' - identifying trends early, delivering actionable insights built on clean data flows, and integrating actuarial models into daily workflows. Our Portfolio Analytics team will be free from the corporate financial calendar, aligned to business priorities and enabled to put the customer at the center of everything they do. Additionally, the team will establish regional connection points to better serve the Wholesale and Specialty underwriting teams located across the U.S.. What we ask of you: Create and communicate a vision for portfolio analytics that engages and excites both business stakeholders and technical teams, demonstrating how Markel can derive tangible business benefits from data. Build a market-leading Portfolio Analytics team, bringing together a wide range of technical skillsets (actuarial, data science, data engineering, analytic engineering, etc.) as well as deep domain knowledge into a cohesive team that is collaborative, customer-focused and innovative. Work with leaders from our five Regions (Northeast U.S., Southeast U.S., Central U.S., West U.S., and Bermuda) to prioritize portfolio analytics efforts, balancing delivering immediate value with developing capabilities that will be needed to meet the longer-term strategic ambitions of the business. Drive the development of a data-centric culture and adoption of analytics products across Underwriting and Claims teams. Oversee the relevant functional areas, including portfolio management / business partnering, data engineering, data science, advanced analytics, and technical pricing. Ensure each area is a center of excellence and that they collaborate to create an analytics capability that is bigger than the sum of its parts. Ensure strong partnership and alignment on priorities with the product-centric teams within the Corporate Actuarial team and the CUO function. Work cohesively on setting, executing, and monitoring underwriting strategies. Drive improvements in the sophistication and adoption of technical pricing models and portfolio management tools with the aim of improving risk selection and reducing loss ratios. Close collaboration with IT Data Services, ensuring efficiency in data processing and delivery of a single version of the truth. Promote the use of third-party data and development of advanced analytics techniques with a focus on directing effort and budget to the areas that will add the greatest value. Ensure there are robust controls in place across the department, balancing agility with safety. What you will bring to the role: The successful candidate will have: Bachelor's degree in Actuarial Science, Statistics, or related field; credentialled Actuary belonging to a globally recognized Actuarial Society preferred. Minimum of 15 years of experience in actuarial roles within the insurance industry, with an emphasis placed on experience in U.S. Wholesale and Specialty insurance. Exceptional communication skills, capable of conveying a strategic vision and galvanizing support from a wide range of stakeholders. Ability to set a vision for this new team and create a compelling course of action across the business that inspires and enlists others to take action. Proven people leadership skills, with experience of bringing together diverse, technical skillsets and creating the right environment for them to thrive. Commercial acumen and strong understanding of Markel's strategy and priorities. Experience in building alliances and cultivating deep and broad relationships across large organizations. Ability to connect with and speak the language of the businesses we support, from line underwriter to executive. Track record of leading high-performing teams and delivering value to Insurance organizations through pricing, portfolio management, and analytics. Ability to work across functional areas, gain buy-in, and persuade across the organization in order to achieve mutually beneficial objectives. Ability to attract, develop, coach, and retain employees for competitive advantage. Significant pricing actuarial experience at a Commercial or Specialty Insurer. Excellent understanding of insurance data, particularly with regards to Commercial and Specialty insurance in the U.S. and Bermuda markets. Original thinking and creative problem-solving skills to any given situation, driving for improved processes, systems, products, or services in order for Markel to establish and maintain a competitive edge. The ability to stay ahead of external trends and promote a culture of continuous improvement. Possession of a steady, earnest, and energetic work ethic, focusing energy on most critical tasks. Our values: We're all about people: Empowering them, supporting them, and helping protect what matters most to them. We put people first, and stay true to our word, because we believe in the power of relationships and doing what's right. We win together: We work as a team, exchanging ideas, supporting each other, and respecting everyone's opinion. Because together we know we can achieve great things. We strive for better: We aspire to lead and win in all that we do. Aiming for excellence, and finding a better way of doing things, is up to us all. We enjoy the everyday: We are dedicated to our work, but we always keep a sense of humor and leave our egos at the door. We think further: We are committed to building a legacy and making decisions that leave a lasting impact on our customers, partners, employees, and communities. Markel celebrates the value of a diverse workforce that brings experience and expertise from a wide variety of backgrounds and life circumstances. Whatever your background, if you feel you meet the requirements of this role then we want to hear from you. We are also supportive of candidates looking for flexible working patterns. US Work Authorization US Work Authorization required. Markel does not provide visa sponsorship for this position, now or in the future. Pay information: The career level and base salary offered for the successful candidate will be based on compensable factors such as Geographic location, job-relevant education, job-relevant experience, training, licensure, demonstrated competencies, and other factors. The national average salary for the Managing Director, Head of Portfolio Analytics, U.S. & Bermuda is $220,000 - $275,000 with 50% short-term incentive and 35% long-term incentive. The national average salary for the Senior Managing Director, Head of Portfolio Analytics, U.S. & Bermuda is $270,000 - $330,000 with 65% short-term incentive and 35% long-term incentive. Who we are: Markel Group (NYSE - MKL) a fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, reinsurance, specialist advisory and investment operations around the world. We're all about people | We win together | We strive for better We enjoy the everyday | We think further What's in it for you: In keeping with the values of the Markel Style, we strive to support our employees in living their lives to the fullest at home and at work. We offer competitive benefit programs that help meet our diverse and changing environment as well as support our employees' needs at all stages of life. All full-time employees have the option to select from multiple health, dental and vision insurance plan options and optional life, disability, and AD&D insurance. We also offer a 401(k) with employer match contributions, an Employee Stock Purchase Plan, PTO, corporate holidays and floating holidays, parental leave. Are you ready to play your part? Choose ‘Apply Now' to fill out our short application, so that we can find out more about you. Caution: Employment scams Markel is aware of employment-related scams where scammers will impersonate recruiters by sending fake job offers to those actively seeking employment in order to steal personal information. Frequently, the scammer will reach out to individuals who have posted their resume online. These "job offers" include convincing offer letters and frequently ask for confidential personal information. Therefore, for your safety, please note that: All legitimate job postings with Markel will be posted on Markel Careers. No other URL should be trusted for job postings. All legitimate communications with Markel recruiters will come from Markel.com email addresses. We would also ask that you please report any job employment scams related to Markel to ***********************. Markel is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of any protected characteristic. This includes race; color; sex; religion; creed; national origin or place of birth; ancestry; age; disability; affectional or sexual orientation; gender expression or identity; genetic information, sickle cell trait, or atypical hereditary cellular or blood trait; refusal to submit to genetic tests or make genetic test results available; medical condition; citizenship status; pregnancy, childbirth, or related medical conditions; marital status, civil union status, domestic partnership status, familial status, or family responsibilities; military or veteran status, including unfavorable discharge from military service; personal appearance, height, or weight; matriculation or political affiliation; expunged juvenile records; arrest and court records where prohibited by applicable law; status as a victim of domestic or sexual violence; public assistance status; order of protection status; status as a smoker or nonsmoker; membership or activity in local commissions; the use or nonuse of lawful products off employer premises during non-work hours; declining to attend meetings or participate in communications about religious or political matters; or any other classification protected by applicable law. Should you require any accommodation through the application process, please send an e-mail to the ***********************. No agencies please.

North Star Resource Group is looking to find a candidate for a financial advisor position in Richmond, VA. We are looking for a recent college graduate or a more experienced individual in a position today not feeling fulfilled and looking to start in a profession designed around serving others and making an impact. Additionally, you will work under the guidance and mentorship of an experienced financial advisor. If you are looking for a career and profession that involves sales and marketing with the ability to have ownership and autonomy; while making an impact in your clients' lives, financial advising may be a good fit for you. By joining an organization where you can use your relationship building skills and your ability to meet and exceed goals, you will have the opportunity to build a world class, client centered practice. Many successful individuals in this position have served in leadership roles and often have some experience in sales and marketing. In addition, they have a history of making the right decision based upon their moral and ethical values. In this opportunity, you will learn about sales and marketing in the financial services industry and what it takes to be a successful Financial Consultant at North Star uses a comprehensive 3 phase on-boarding and development process that is designed to get you familiar with the career, fully licensed as a financial advisor, and ultimately help you build a sustainable business. Candidate Characteristics: Entrepreneurial Associate's/ Bachelor's Degree Incredible sense of urgency Self-starter Want to help people or make a lasting impact Interdependent Highly motivated Extreme desire to succeed and overcome obstacles A need to have ownership in what you do Minimum of 1 year of post graduate work experience Fully Licensed/Registered (Series 7, 66, Life/Health) - NOT REQUIRED - We provide sponsorship for those needing to pass these exams. “A very rewarding career after a lot of hard work” - Financial Advisor, (****************** We understand that it takes hard work to find success and we have designed a program that works to ensure that your hard work pays off! Some of the benefits of joining North Star Resource Group include: Competitive compensation package - average first year compensation = $60,000 to $100,000 - This is driven by financial consultant's success. Base compensation Commission program Bonus opportunities Experienced Mentorship and Coaching Comprehensive training and development program designed to ensure your success Family owned and operated, successful organization As part of this opportunity, you will work directly with a Senior Advisor who will become your mentor throughout the life of the position. In addition to a mentor who is an industry expert in their niche market, you will have access to training courses that are designed to educate you on the advisor role and to prepare you to successfully pass all the exams that are required to become a fully registered Financial Advisor. #LI-EK1

Description & Requirements The Finance & Strategy Healthcare Consulting team empowers healthcare leaders to deliver quality care, invest in growth, and address workforce challenges-all while meeting the unique needs of their communities. In a rapidly evolving landscape, the team brings deep expertise across the care continuum to guide strategic and financial planning. Their practical, data-driven approach helps organizations navigate regulatory shifts, payment reform, and operational complexity with confidence and clarity. What You Will Do: * Guide the vision and direction of healthcare organizations to drive profitability and growth * Perform preliminary research and examine existing and budgeted financial data * Provide support on specific client engagements, which may include financial planning, financial feasibility studies, client due diligence and strategic assessments. * Understand and analyze financial assumptions that underpin a financial budgeting or prospective financial modeling and reporting. * Perform performance assessments to include financial and/or operational benchmarks and economic analysis * Evaluate strategic recommendations within financial, organizational, and operational frameworks to ensure the feasibility of successful outcomes * Establish and maintain relationships with the audit, tax and consulting practitioners in other service lines within the firm to maintain an understanding of all of the firm's service offerings and coordinate practice development efforts accordingly * Support engagement teams both on client and internal projects. Responsibilities will include client and engagement management, data and information analysis, solution implementation and generation of engagement results Minimum Qualifications: * Bachelor's degree in Accounting or Finance from an accredited institution * 1+ years of experience in public accounting or the healthcare industry, with demonstrated knowledge of financial statements and budgeting * Proficiency in Microsoft Office Suite, with intermediate to advanced skills in Excel, Word, and PowerPoint * Ability to travel up to 30% as required by business needs Preferred Qualifications: * CPA certification, or advanced degree such as a Master of Accountancy (MAcc) or MBA #LI-BHAM, #LI-ATL, #LI-IND, #LI-CLTSP, #LI-CLTU, #LI-RAL, #LI-CIN, #LI-GVSC, #LI-NASH, #LI-RICH, #LI-TYS #LI-BM

**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Perform monthly/quarterly responsibilities related to Medical Rebates and GPO Admin Fees calculation and payout transactions + Calculation of rebates for accruals and payouts + Preparing audit packages and submit for approval + Work with offshore team to facilitate data processing requests associated with corresponding rebate payouts + Provide detailed reporting for completed payouts + Validating GPO Admin fee data for monthly payouts + Own and manage any Admin Fee escalations to resolution + Aid in oversight, and accountability to ensure Rebates and Admin Fees are paid timely and completely + Respond to direct inquiries pertaining to rebates and admin fees coming from both internal and external stakeholders + Assist in Month-End Reconciliations and ensure accruals accurately reflect the contract and have relevant P&L impacts + Maintain and enhance SOX internal control structure + Help support current payout and reporting requests and processes + Work with manager on more complicated customer and transaction activities + Collaboration between across the organization to properly account for transactions, including but not limited to Sales, Legal, Finance, Pricing, Accounting and Contracting **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting, preferred + Strong experience with Microsoft Excel and can use common formulas (e.g., VLOOKUP) + Knowledge with SAP, Vistex, Legal Contracts, and GAAP standards a plus **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 01/02/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#LI-SP 1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

Job DescriptionBenefits: Bonus based on performance Flexible schedule Paid time off Training & development Opportunity for advancement ROLE DESCRIPTION: Tyler Tiesing - State Farm Agent is seeking a qualified and empathetic professional for the role of Financial Representative State Farm Agent Team Member. As a customer-oriented expert, you will market the best Life/Health insurance services and products to benefit clients and their families. Your sales experience equips you to continually grow your income as you provide the needed security for times of distress and vulnerability. As a strategic and emotionally intelligent resource to the community, we are excited to expand our successful agency with your skillset. RESPONSIBILITIES: Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work with the agent to establish and meet marketing goals. Maintain a strong work ethic with a total commitment to success every day. Work alongside your agencys team to ensure successful, exceptionally satisfying, and long-lasting customer relations. QUALIFICATIONS: Possess excellent communication skills. Display good analytical skills. Provide excellent customer service. Accredited with the Financial Industry Regulatory Authority (FINRA) Life/Health Insurance License Successful track record of meeting sales goals/quotas preferred BENEFITS: Salary plus commission/bonus Paid time off (vacation and personal/sick days) Health benefits Profit sharing Growth potential/Opportunity for advancement within my office Licensing reimbursement after 3 months Signing bonus for pre-licensed professionals

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.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We'll help you * Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. * Get training and one-on-one coaching from Academy managers who are invested in your success. * Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. * Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. * Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. * Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. * Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: * Aptitude in obtaining required industry licenses. * Must be self-disciplined in managing time and capacity. * Experience in cultivating client relationships, accessing needs and recommending solutions. * Success creating strong peer relationships through effective communication and collaboration. * Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment. * Executes multiple tasks simultaneously. * Learns and adapts to new technology or applications. Desired Qualifications: * Bachelor's degree and/or a minimum of one year of financial services industry or sales experience Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Schedule: Monday - Fridays and rotating Saturdays Shift: 1st shift (United States of America) Hours Per Week: 40

What part will you play? If you're looking for a place where you can make a meaningful difference, you've found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you'll find your fit amongst our global community of optimists and problem-solvers. We're always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! At Markel, we believe that what we do really matters. And that every one of us has the power to make a difference. To us, insurance is more than a piece of paper. It's a promise to help people get back on their feet. It's a commitment that gives people the courage to take chances. And in uncertain times, it's the fuel that moves the world forward. Since the very start, we've used our ingenuity to insure risks that others can't. Finding smart solutions to complex problems, so people can live their lives and seize opportunities. Our style is about focusing on people's needs, not just words on a page. It's about building relationships and connecting as humans. And ultimately, it's about being there for people when they need us most. In our eyes, our journey is just beginning. Together, we're building a business that supports more people, in more places. But unlike our peers, we'll never lose our people-first focus as we grow. Because you will always be what makes Markel special. And what continues to power this business forward. Markel Group (NYSE - MKL) is a Fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, specialist advisory, and investment operations around the world. About the team: Extracting value from data is critical to delivering Markel's strategic ambitions. We are investing in our data and analytics capabilities so that we can deliver sharp insights to support front-end underwriting and claims teams. As a result, we are establishing the U.S. and Bermuda Portfolio Analytics team. Under the leadership of a newly appointed Head of Portfolio Analytics, this team will bring together analytics, reporting, and technical pricing capabilities carried out across the U.S. and Bermuda and will continue to build on their transformational initiatives. In this role, you will be entrusted with setting the vision and direction for our portfolio analytics strategy and leading our transformation in this space. The Portfolio Analytics team will be comprised of professionals with a wide range of technical skillsets, including data scientists, actuaries, portfolio managers, data engineers, and data visualization developers. We envision a dynamic, underwriter-centered team that serves the underwriter as their 'customer' - identifying trends early, delivering actionable insights built on clean data flows, and integrating actuarial models into daily workflows. Our Portfolio Analytics team will be free from the corporate financial calendar, aligned to business priorities and enabled to put the customer at the center of everything they do. Additionally, the team will establish regional connection points to better serve the Wholesale and Specialty underwriting teams located across the U.S.. What we ask of you: * Create and communicate a vision for portfolio analytics that engages and excites both business stakeholders and technical teams, demonstrating how Markel can derive tangible business benefits from data. * Build a market-leading Portfolio Analytics team, bringing together a wide range of technical skillsets (actuarial, data science, data engineering, analytic engineering, etc.) as well as deep domain knowledge into a cohesive team that is collaborative, customer-focused and innovative. * Work with leaders from our five Regions (Northeast U.S., Southeast U.S., Central U.S., West U.S., and Bermuda) to prioritize portfolio analytics efforts, balancing delivering immediate value with developing capabilities that will be needed to meet the longer-term strategic ambitions of the business. * Drive the development of a data-centric culture and adoption of analytics products across Underwriting and Claims teams. * Oversee the relevant functional areas, including portfolio management / business partnering, data engineering, data science, advanced analytics, and technical pricing. Ensure each area is a center of excellence and that they collaborate to create an analytics capability that is bigger than the sum of its parts. * Ensure strong partnership and alignment on priorities with the product-centric teams within the Corporate Actuarial team and the CUO function. Work cohesively on setting, executing, and monitoring underwriting strategies. * Drive improvements in the sophistication and adoption of technical pricing models and portfolio management tools with the aim of improving risk selection and reducing loss ratios. * Close collaboration with IT Data Services, ensuring efficiency in data processing and delivery of a single version of the truth. * Promote the use of third-party data and development of advanced analytics techniques with a focus on directing effort and budget to the areas that will add the greatest value. * Ensure there are robust controls in place across the department, balancing agility with safety. What you will bring to the role: The successful candidate will have: * Bachelor's degree in Actuarial Science, Statistics, or related field; credentialled Actuary belonging to a globally recognized Actuarial Society preferred. * Minimum of 15 years of experience in actuarial roles within the insurance industry, with an emphasis placed on experience in U.S. Wholesale and Specialty insurance. * Exceptional communication skills, capable of conveying a strategic vision and galvanizing support from a wide range of stakeholders. * Ability to set a vision for this new team and create a compelling course of action across the business that inspires and enlists others to take action. * Proven people leadership skills, with experience of bringing together diverse, technical skillsets and creating the right environment for them to thrive. * Commercial acumen and strong understanding of Markel's strategy and priorities. * Experience in building alliances and cultivating deep and broad relationships across large organizations. Ability to connect with and speak the language of the businesses we support, from line underwriter to executive. * Track record of leading high-performing teams and delivering value to Insurance organizations through pricing, portfolio management, and analytics. * Ability to work across functional areas, gain buy-in, and persuade across the organization in order to achieve mutually beneficial objectives. * Ability to attract, develop, coach, and retain employees for competitive advantage. * Significant pricing actuarial experience at a Commercial or Specialty Insurer. * Excellent understanding of insurance data, particularly with regards to Commercial and Specialty insurance in the U.S. and Bermuda markets. * Original thinking and creative problem-solving skills to any given situation, driving for improved processes, systems, products, or services in order for Markel to establish and maintain a competitive edge. * The ability to stay ahead of external trends and promote a culture of continuous improvement. * Possession of a steady, earnest, and energetic work ethic, focusing energy on most critical tasks. Our values: We're all about people: * Empowering them, supporting them, and helping protect what matters most to them. * We put people first, and stay true to our word, because we believe in the power of relationships and doing what's right. We win together: * We work as a team, exchanging ideas, supporting each other, and respecting everyone's opinion. * Because together we know we can achieve great things. We strive for better: * We aspire to lead and win in all that we do. * Aiming for excellence, and finding a better way of doing things, is up to us all. We enjoy the everyday: * We are dedicated to our work, but we always keep a sense of humor and leave our egos at the door. We think further: * We are committed to building a legacy and making decisions that leave a lasting impact on our customers, partners, employees, and communities. Markel celebrates the value of a diverse workforce that brings experience and expertise from a wide variety of backgrounds and life circumstances. Whatever your background, if you feel you meet the requirements of this role then we want to hear from you. We are also supportive of candidates looking for flexible working patterns. US Work Authorization US Work Authorization required. Markel does not provide visa sponsorship for this position, now or in the future. Pay information: The career level and base salary offered for the successful candidate will be based on compensable factors such as Geographic location, job-relevant education, job-relevant experience, training, licensure, demonstrated competencies, and other factors. The national average salary for the Managing Director, Head of Portfolio Analytics, U.S. & Bermuda is $220,000 - $275,000 with 50% short-term incentive and 35% long-term incentive. The national average salary for the Senior Managing Director, Head of Portfolio Analytics, U.S. & Bermuda is $270,000 - $330,000 with 65% short-term incentive and 35% long-term incentive. Who we are: Markel Group (NYSE - MKL) a fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, reinsurance, specialist advisory and investment operations around the world. We're all about people | We win together | We strive for better We enjoy the everyday | We think further What's in it for you: In keeping with the values of the Markel Style, we strive to support our employees in living their lives to the fullest at home and at work. * We offer competitive benefit programs that help meet our diverse and changing environment as well as support our employees' needs at all stages of life. * All full-time employees have the option to select from multiple health, dental and vision insurance plan options and optional life, disability, and AD&D insurance. * We also offer a 401(k) with employer match contributions, an Employee Stock Purchase Plan, PTO, corporate holidays and floating holidays, parental leave. Are you ready to play your part? Choose 'Apply Now' to fill out our short application, so that we can find out more about you. Caution: Employment scams Markel is aware of employment-related scams where scammers will impersonate recruiters by sending fake job offers to those actively seeking employment in order to steal personal information. Frequently, the scammer will reach out to individuals who have posted their resume online. These "job offers" include convincing offer letters and frequently ask for confidential personal information. Therefore, for your safety, please note that: * All legitimate job postings with Markel will be posted on Markel Careers. No other URL should be trusted for job postings. * All legitimate communications with Markel recruiters will come from Markel.com email addresses. We would also ask that you please report any job employment scams related to Markel to ***********************. Markel is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of any protected characteristic. 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At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP ) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

Richmond, Virginia;Richmond, Virginia; Richmond, Virginia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: - Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions - Recommends banking and investments strategies that align with client financial goals and needs - Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds - Mitigates and controls risk as part of daily activities - Identifies and engages potential new clients through referrals or financial center clientele - Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Schedule: - Monday - Fridays and rotating Saturdays Required Qualifications: - Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. - Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. - Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Sets and accomplishes goals, achieving whatever you put your mind to. - Builds and nurtures strong relationships. - Collaborates effectively with others to get things done. - Communicates effectively and confidently and is comfortable engaging all clients. - Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. - Likes to learn, adapts to new information and seeks the right solutions for clients. - Efficiently manages your time and capacity. - Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: - Strong computer skills with an ability to multitask in a demanding environment. - At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). - Obtained your insurance licenses. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: - Advisory - Account Management - Client Experience Branding - Customer and Client Focus - Oral Communications - Issue Management - Client Solutions Advisory - Pipeline Management - Active Listening - Attention to Detail - Risk Management - Policies, Procedures, and Guidelines - Client Management - Causation Analysis - Written Communications **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.