Finance planner jobs in South Bend, IN - 72 jobs

Financial Investment Analyst is responsible for compiling, evaluating, and analyzing financial data for the credit union through various models and tools. The incumbent independently reviews and recommends investment strategies for the credit union, overseeing third-party relationships with partnered brokers. The incumbent role is an integral part of the organization's corporate planning including budgeting, modeling, and analysis for project management. Primary Responsibilities and Duties: 1. Portfolio Management: Develop, recommend, and execute strategies to manage the credit union's investment portfolio, ensuring alignment with financial objectives, risk tolerances, and liquidity needs. Monitor portfolio performance, conducting regular reviews, look-backs, identifying opportunities for adjustments or improvements. Recommend investments across asset classes, considering risk, return, and regulatory compliance. Work closely with the CFO and VP Finance to develop long-term investment strategies. Model the impact of the investment portfolio to the overall balance sheet through Asset Liability Models (ALM). Modeling: Responsible for organizing, loading, and maintaining financial data into the required systems. Scenario based modeling uses market performance and what-if planning. Analyze and project future trends, provide recommendations for optimizing financial strategies. Review budget proposals from business units ensuring allocation of funds aligned with corporate strategy and goals. Develop and plan scenario analytics on portfolio performance, risk profiles of the balance sheet, and opportunities to enhance growth and profitability. Reporting: Prepare detailed reports on portfolio performance, investment strategies, and market development for senior management and board of directors. Develop and implement financial reporting for key stakeholders to assist in making informed financial decisions. Support internal and external audits related to the investment portfolio. Develop and maintain data standards, policy, and procedures. 4. Ensure overall satisfactory audit results and no repeat findings from internal audits, third-party external audits, or regulatory examinations. Any identified exceptions or deficiencies are addressed promptly, and target dates established for resolution are reasonable and met. 5. Partner with internal stakeholders, external partners, and vendor relationships focusing on the growth and advancement of the Credit Union. Knowledge/Skills: Exceptional communication skills, including verbal, written, visual, and quantitative. Adept at developing relationships across diverse teams. Experience structuring solutions involving data and advanced analytics. Knowledge of cost accounting principles, allocational tools, and reporting that compares factors affecting profitability of products or services. Excellent analytical skills and ability to interpret financial data and market trends. Proficient in MS Office (Excel, Word, Outlook). Manages and collaborates well with individuals and teams. Minimum Requirements: Bachelor's degree in accounting, economics, or finance required. 3+ years' experience in investment portfolio management, financial analysis, or analytic experience required. Experience working within the financial services industry strongly preferred. Experience with ALM software, Bloomberg, and investment management software preferred. Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions. * Responsible for the procurement of new business * Expand sales of products and services with existing customers * Work mainly on own leads Skills Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships Competencies Action Oriented Balances Stakeholders Builds Networks Collaborates Communicates Effectively Customer Focus Drives Results Ensures Accountability Education NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent Closing Date 30 January 2026 , 23:59 The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. The Old Mutual Story!

Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at 1st Source Bank in South Bend, IN would allow you to join the Investment Program at 1st Source Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at 1st Source Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to 1st Source Bank for financial solutions. This position will offer: The ability to service an existing book of business upon hire The ability to build a strong client base with the Bank's exceptional referral system Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals The opportunity to find new clients via the bank's client base The opportunity to create client solutions without proprietary products The ability to grow your business with LPL's combination of tools, technology, and support The benefit of LPL's experience helping financial institutions grow and maximize their investment programs The opportunity to capitalize on the bank's reputation and community standing As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes: Access to our proprietary technology and a suite of customized services An open architecture platform with access to thousands of investment products from leading third-party product sponsors Resources and expertise across the firm to help you create client solutions The freedom to create solutions specific to your client's goals Whatever your vision of success, we're with you every step of the way. Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with 1st Source Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. ***REQUIRED DISCLOSURE(S) These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, 1st Source Bank. Tracking # 1-05026674 Pay Range:$100,000 - $250,000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

Job DescriptionFinancial Advisor - Direct Hire RoleSalary: $90-$120,000+Benefits: Health insurance, retirement, Holiday and PTOPurpose: We are seeking a hard-working, self-motivated individual to join our team at Mixed. Our goal is to foster a collaborative and diverse workforce where dedication and initiative drive excellence in achieving our organizational objectives Responsibilities: Assist clients in setting specific financial goals such as retirement planning, saving for education, purchasing a home, or achieving investment growth. Advisors also provide investment advice, recommending suitable strategies based on clients' risk tolerance, time horizon, and financial objectives. They oversee portfolio management by regularly monitoring and adjusting investments to align with clients' goals and market conditions. Additionally, financial advisors handle risk management by evaluating and mitigating financial risks through strategies like insurance planning and diversification. They offer guidance on tax planning, advising clients on methods to minimize tax liabilities and enhance tax efficiency within their overall financial plans. Advisors also assist clients with estate planning, ensuring assets are distributed according to their wishes through mechanisms such as wills and trusts. Requirements Bachelor's Degree in finance, economics, accounting or business administration Series 7 and Series 66 (or Series 63 and Series 65) Book of business available to transfer

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.

Job DescriptionDescription: Are you passionate about making a difference in people's lives while thriving in a team-centric environment? Who is SYM? SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge and vast experiences to be an advocate and help them achieve their vision of financial success. We are seeking a highly motivated Financial Advisor who can help us provide excellent financial planning and investment planning services to our clients. In this role, you will have the opportunity to build strong relationships with clients and assist them with attaining their financial goals. Developing and maintaining financial plans for high-net-worth individuals is both intellectually stimulating and personally rewarding. A successful candidate will formulate, implement, and monitor a variety of planning strategies related to cash flow, income tax and estate planning, insurance and risk management, and investment portfolio analysis and oversight. This position is designed to provide a career path leading to the role of Lead Advisor. To learn more about our company, visit this link: SYM Financial. Who We Are. What does this role entail? Financial Advisors work closely in a team with a Financial Planner and a Client Service Representative to guide our clients in achieving their financial goals through holistic wealth planning. Primary responsibilities include, but are not limited to: Managing client relationships through ongoing client contact and communications to establish and maintain a complete understanding of their financial objectives Identifying and delivering exceptional client-focused customer service in all aspects of asset management, financial plan development and estate planning Serving as the primary point of contact for client relationships Overseeing and monitoring individual investment portfolios while ensuring alignment with client goals and objectives Consulting with attorneys, accountants and other advisors on financial, estate and tax planning Leading client meetings and presenting the financial plans Delivering educational presentations to clients and staff Developing new client relationships via existing client referrals and local centers of influence Requirements: What are we looking for? Must Haves: You have a Bachelor's Degree from an accredited college or university; CFP designation strongly preferred You are proficient in Microsoft Office Suite, as well as financial planning and account management software You possess technical knowledge and experience in all aspects of financial planning which includes: financial planning; wealth management; qualified plan acumen and estate planning You exhibit excellent listening, written and verbal communication skills with a professional demeanor and a client-first attitude You have the ability to manage multiple projects and deadlines with a keen attention to detail You are a team player, with strong coaching and leadership skills You have the desire /ability to work successfully in a small company environment What's in it for you? Pay / benefits are competitive based on industry standards. Competitive pay based on experience plus incentive compensation Health Care, Vision, Dental/Orthodontic, Life, and LTD Insurance 401(k); 6% Match Paid Time Off / Parental Leave / Family Time Off / Volunteer Time Off Option for Pet Insurance / Fitness Match / Apparel Allowance Tuition / Certification Assistance Program A defined career framework to help you successfully manage your career goals

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

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

JobID: 210678980 JobSchedule: Full time JobShift: : At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities * Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity * Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity * Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments * Provide a holistic view of clients' needs and financial coaching beyond investments * Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills * At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners * Demonstrated ability and commitment to goals-based planning and advice * A valid and active Series 7 * A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment * A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills * Certified Financial Planning (CFP) certification is preferred * Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons. Responsibilities Identify market(s) and develop appropriate marketing plan. Prospect and network for middle-market clients by identification of qualified names and making initial contacts. Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service. Adequately prepare for all appointments through established processes. Conduct all appointments using Western & Southern Life consultative practices and processes. Effectively sell insurance and investment solutions. Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future. Market for the purposes of developing the Western & Southern Life brand at the local level. Proactively develop community relationships to cultivate and strengthen presence in target market(s). Maintain personal contact with clients to ensure their evolving financial needs are being met. Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job. Accurately maintain client and company records, payments, etc., in a timely manner. Operate an automobile during both day and night hours. Qualifications High level of integrity. Strong work ethic and willing to work hours that include weekday evenings and weekend hours. Strong interpersonal, relationship, and influence skills. Effective communication skills including listening, speaking and writing. Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions. The ability to influence others to take needed action. Demonstrate personal drive and resilience to achieve goals. Willing and able to network for new clients. Educational Requirements Minimum high school diploma or equivalent; college degree preferred. Computer Skills and Knowledge of Hardware & Software Required Working knowledge of word processing and spreadsheet applications. Working knowledge of internet and email. Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.) Obtain and hold State Life and Health license prior to hire. Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment. Position Demands Access to an automobile and ability to maintain a valid driver's license.

Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

About BCforward BCforward began as an IT business solutions and staffing firm. Founded in 1998, BCforward has grown with our customers' needs into a full service personnel solutions organization. BCforward's headquarters are in Indianapolis, Indiana and also operates delivery centers in 17 locations in North America as well as Hyderabad, India and Puerto Rico. We are currently the largest consulting firm and largest MBE certified firm headquartered in Indiana. With 14+ years of uninterrupted growth, the addition of two brands (Stafforward and PMforward) and a team of more than 1400 resources our teams deliver services for multiple industries from both public and private sectors. BCforward's team of dedicated staffing professionals has placed thousands of talented people over the past decade, with retention rates that are consistently higher than the industry average. Job Description Job Summary The purpose of this position is to collect, analyze, and prepare information. The role will be responsible for capture, analysis, data dissemination, and follow-up of findings from various sources. As such, the incumbent must be knowledgeable in information technology, data analysis, and quality. Principal Duties and Responsibilities 40% Develops and maintains tools for capture, analysis, and tracking of aggregate quality data.15% Support activities for scheduling of data collection, analysis, and preparation.25% Assists sites with response plans to Constraints identified from the quality data.20% Collaborates with Corporate Quality staff, Quality Vice Presidents, and General Managers in the capture and analysis of findings for the Global Quality Report and Management Review. 100 Total Percent (not to exceed 100%) This is not an exhaustive list of duties or functions and may not necessarily comprise all of the "essential functions" for purposes of the ADA. Expected Areas of Competence (i.e. KSAs) Must work well with others and interact effectively with all organizational levels, outside contacts and support personnel. Must be creative in solving problems and assisting sites with developing effective corrective action plans. Must possess an in depth understanding of data analysis and graphical presentation methods. Familiar with statistical techniques and software, such as MiniTab, to analyze data. Must possess an understanding of GxP Regulations and the function of quality systems. Experienced user of Microsoft Office applications such as Excel, PowerPoint, and Project. Must be able to effectively communicate in both oral and written formats. Qualifications Education/Experience Requirements Bachelor of Science degree in a statistics, mathematics,engineering, or a technical discipline. 3 years plus quality or regulatory work experience in an FDA regulated industry required. Prefer CQT or CQE certification. Previous experience as a medical device analyst a plus. Skills: Project Management, MS Office Professional Suite,Proficient in MS Access. Knowledge of JDE, DCS, and MAPICS systems and SQL aplus. Additional Information Must be able to pass a background and drug screen

Job Title: Project Cost Analyst - Intermediate Duration: 1-Year Contract (with extensions) Rate: $40 - $45/hr (W2) The Project Cost Analyst - Intermediate supports cost management, forecasting, and reporting activities for large, complex capital projects. This role applies integrated project controls expertise across cost, schedule, risk, and quality management to improve predictability, performance, and decision-making. The analyst partners closely with Project Managers and stakeholders to manage budgets, forecasts, contract financials, and cost performance baselines in alignment with Project Management Standards and industry best practices. Qualifications Integrated knowledge of project scope, schedule, cost, risk, and quality management principles. Working understanding of project management guidelines, standards, processes, and job aids. Proficiency in cost management, forecasting, and reporting tools and techniques. Demonstrated ability to lead through situational leadership, influence stakeholders, and work effectively in team environments. Strong communication skills (verbal and written) with the ability to support value-based decision-making and conflict resolution. Required for Selection High School Diploma with 8 years of experience using Microsoft Excel (or equivalent tools) for data manipulation, integration, and report generation OR Bachelor's Degree with 3+ years of experience in financial or cost management Preferred for Selection Bachelor's Degree with 8+ years of experience using Microsoft Excel or equivalent software for advanced data manipulation and reporting Experience supporting large industrial or capital project environments Ability to develop and review project estimates, budgets, and schedules Responsibilities Manage and maintain project budgets, cost baselines, and Estimate at Completion (EAC). Experience in utility construction project environments Excel skills Access skills SAP (S4/HANA) skills Perform integrated cost and schedule forecasting using quantitative risk management techniques (e.g., Expected Monetary Value, sensitivity analysis). Develop and maintain qualitative and quantitative project baselines to measure and improve performance. Apply integrated risk and quality management techniques to optimize project cost outcomes. Direct and support cost control efforts across the project lifecycle. Process labor timesheets, invoices, accruals, and contract submittals; ensure proper coding to WBS, cost systems, and expense categories. Conduct cost and schedule variance analysis; recommend corrective, preventive, and predictive actions. Orchestrate contract commercial management activities, including payment review, contract performance assessment, and forecasting. Produce standard and ad hoc cost reports for project stakeholders and leadership. Utilize schedule analysis techniques to improve cost and schedule performance. Support Project Managers, Major Project Managers, Directors, and stakeholders with accurate cost data and reporting. Tailor and improve cost management tools, processes, and techniques to enhance predictability and performance. Apply Project Management Guidelines, industry standards, and best practices consistently.

Cost Analysis & Forecasting + Enhance proficiency in cost analysis and integrated cost‑and‑schedule forecasting using quantitative risk management tools such as Expected Monetary Value (EMV) and sensitivity analysis. + Develop and maintain integrated project baselines (qualitative and quantitative) to measure performance and support corrective, preventive, and predictive actions. + Apply cost‑of‑quality principles to strengthen cost management practices. + Maintain and manage the project Estimate at Completion (EAC) and recommend improvements to stakeholders. + Provide continuous lifecycle cost estimating and forecasting with a focus on accuracy and predictability. Risk & Quality Management + Apply objective, integrated risk management techniques to optimize project risk responses. + Utilize risk and quality management tools to support project performance and decision‑making. + Identify cost and schedule variances and recommend corrective, preventive, and predictive actions. Contract & Commercial Management + Lead contract commercial management activities, including payment facilitation, performance assessments, and financial forecasting. + Conduct contract reviews to ensure compliance with payment requirements and supporting documentation. + Process labor timesheets, invoices, accruals, and contract submittals; ensure accurate coding to WBS, cost systems, and expense categories. Project Controls & Integration + Apply core project controls expertise across cost, schedule, scope, and risk. + Review and support the use of project management guidelines, standards, processes, job aids, and tools. + Integrate project management subsidiary systems to improve overall project performance. + Tailor cost management processes, tools, and techniques to advance cost performance and project predictability. + Support project teams and leadership by retrieving, analyzing, and reporting cost management information. Reporting & Communication + Produce standard and advanced cost reports for project stakeholders, including ad‑hoc reporting as needed. + Use schedule analysis techniques to improve cost and schedule performance. + Communicate cost insights clearly and effectively to support value‑based decision‑making. + Collaborate with Project Managers, Major Project Managers, Directors, and other stakeholders to ensure alignment and transparency. Compliance & Standards + Manage cost activities in alignment with industry standards, organizational project management guidelines, and best practices. + Ensure consistent application of integrated project management principles across scope, cost, and schedule. Skills & Qualifications: + Strong integrated knowledge of project scope, schedule, cost, risk, and quality management. + Ability to apply project management guidelines, standards, processes, and job aids effectively. + Proficiency in risk and quality management tools and techniques. + Strong leadership presence with the ability to motivate, influence, and guide stakeholders through situational leadership. + Excellent communication skills (written and verbal), including conflict resolution, teamwork, and stakeholder engagement. + Demonstrated ability to support value‑based decision‑making and drive continuous improvement. + Ability to develop and review project estimates and build project budgets. If interested please apply below! Job Type & Location This is a Contract position based out of Valparaiso, IN. Pay and Benefits The pay range for this position is $34.89 - $47.89/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: - Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a hybrid position in Valparaiso,IN. Application Deadline This position is anticipated to close on Jan 29, 2026. About Aston Carter: Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing double diamond winner for both client and talent service. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com (%20astoncarteraccommodation@astoncarter.com) for other accommodation options.

**Responsibilities:** + Increase proficiency in cost analysis and integrated cost and schedule forecasting using quantitative risk management tools and techniques (Expected Monetary Value and Sensitivity Analysis) to better predict project cost performance and enable timely corrective, preventive, and predictive action. + Develop qualitative integrated project baselines that are used to effectively measure project performance and provide the ability to take corrective / preventive / predictive action. Apply the cost of quality to cost management. + Applies integrated objective risk management to the project baselines to optimize project risk responses. + Orchestrates contract commercial management, facilitates contract payments, conduct contract performance assessment and reporting and initial contract performance analysis and contract commercial forecasting. Performs contract reviews relative to payment requirements and supporting documentation. + Applies core project controls expertise. Review and coordinate the management and utilization of project management guidelines, project management standards, processes, job aids, and tools. Integrates all project management subsidiary systems to improve project performance. + Directs cost effort. Tailors cost management processes. Tailors / creates cost management tools / techniques to advance cost performance. Provides continuous life cycle cost estimating / forecasting with increased predictability. Manages the project budget and cost performance baseline. + Process labor timesheets, invoices, and other submittals associated with contract labor; code invoice details for Nature of Expenses, Work Breakdown Structure and Cost Budgeting System codes; Assist Project Managers and Cost Budget Analysts in the accrual process. + Evaluate manpower, labor hours, and labor cost requirements versus budget limitations, perform cost and schedule analysis, and make corrective/preventive recommendations. + Maintains / manages project Estimate at Completion and recommends areas of improvement to project stakeholders. + Works to implement cost predictive (opportunity) actions. Perform standard and advanced project and special project cost reporting as anticipated for the project stakeholders; compiles and produces cost reports as needed. + Uses schedule analysis techniques to optimize schedule and cost performance; identifies corrective, preventive, and predictive project actions to enhance probability of achieving project objectives. + Apply integrated project management proficiency in core integration, scope, cost, and schedule. + Optimize product life cycle costing competence. Assist the project management team, Major Project managers, Director, and other relevant stakeholders in retrieving cost management information and reporting. + Applies integrated thinking to cost management that facilitates improved objective performance. + Utilize communication competence to drive effective project cost decision making. + The Senior Cost Analyst will manage in accordance with Industry standards, the Project Management Guidelines and Standards, and industry best practices." **Experience/Qualification:** + Integrated knowledge base in project scope-schedule-cost, and risk-quality management + Integrated comprehension and application of project management subsidiary guidelines, standards, processes, and job aids. + Integrated proficiency in risk and quality management tools and techniques. + Leads (situational leadership), inspires, motivates project stakeholders in concert with effective stakeholder management using cognitive ability, personal effectiveness, innovation, value-based decision-making, integrated communication (soft and hard skills), conflict resolution, teamwork, team building. + Manages project stakeholders using cognitive ability, personal effectiveness, innovation, value-based decision-making, integrated communication (soft and hard skills), conflict resolution, and teamwork. + Key Skills: Budget development, Cost forecasting, Cost analysis/cost reporting, Risk management, Change control Variance analysis, large capital project environments. Experience in utility construction project environments, Excel skills Access skills, SAP (S4/HANA) skills **Preferred Skills:** + Ability to develop/review project estimates and build project budgets; read and analysing project schedules. + Bachelor's Degree and eight years of experience working in Microsoft Excel, or equivalent software program, with responsibilities for data manipulation, integration, and subsequent report generation. + Experience in large industrial Capital Project environments. **Education:** + High School diploma and eight years of experience working in Microsoft Excel, or equivalent software program, with responsibilities for data manipulation, integration and subsequent report generation. Or bachelor's degree plus 3 years financial / cost management experience. **About US Tech Solutions:** US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit *********************** (*********************************** . US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

SALARY: up to $52,521 annually. The Financial Specialist performs a variety of routine and moderately complex financial, administrative, and clerical tasks in support of the Department of Community Investment's Accounts Receivable (AR) and Accounts Payable (AP) functions. This position assists in processing invoices, managing vendor accounts, coordinating payments, tracking incoming revenues, and ensuring compliance with City financial policies, grant requirements, and departmental procedures. As a leader and employee of the City of South Bend, you are called upon to serve in a manner that supports Our Core Values: Excellence, Accountability, Innovation, Inclusion, and Empowerment as you carry out our primary employee expectations: Champion Values & Organizational Pride, Champion Operational Excellence, Make Sound Decisions, Embrace Coaching and Accountability, Communicate with Excellence, Value Diverse People and Perspectives, Embrace Personal Development, Exhibit a Positive Attitude and Own Your Health, Wellness & Safety SUPERVISION EXERCISED: Not applicable. ESSENTIAL DUTIES AND RESPONSIBILITIES: The following duties are intended to describe the general nature and level of work being performed by individuals assigned to this position. They are not intended to be an exhaustive list. Nothing in this job description restricts management's right to assign or reassign duties to address business needs and changing business practices. Accounts Payable (AP) Reviews, verifies, and processes vendor invoices for accuracy and compliance with funding sources, agreements, and purchasing policies. Prepare payment requests, purchase orders, and supporting documents. Coordinates with vendors and internal departments to resolve discrepancies or missing documentation. Routes invoices for appropriate approvals and monitors payment timelines. Maintains AP files, digital records, and audit trails for grants, contracts, and departmental projects. Accounts Receivable (AR) Prepares and issues invoices for departmental programs, property sales, loan repayments, and grant reimbursements. Records and reconciles incoming payments and deposits. Tracks outstanding receivables, monitors aging reports, and communicates with customers or partner organizations to resolve delinquencies. Maintains accurate financial logs and documentation. Financial & Administrative Support Maintains organized record-keeping systems and ensures compliance with retention requirements. Provides customer service to internal staff, partner organizations, and the public regarding financial inquiries. Performs general office duties including data entry, correspondence, and document preparation. EDUCATION / QUALIFICATIONS: Bachelor's degree (4-year college degree) in Accounting, Finance, Business Administration, or a closely related field is required. Minimum of two (2) years of increasingly responsible experience in accounts payable, accounts receivable, bookkeeping, or related financial operations. Experience in government finance or grant-funded accounting is preferred. Proficiency in accounting software, spreadsheets, and Microsoft Office applications. KNOWLEDGE AND ABILITY: Strong understanding of accounts receivable and accounts payable processes. High level of accuracy with numbers and attention to detail is essential. Ability to interpret and comply with financial policies, purchasing rules, and grant regulations. Strong communication skills, both written and verbal. Ability to manage multiple tasks, prioritize workloads, and meet eadlines. Ability to work effectively with diverse individuals and departments. Experience with financial systems and document management platforms is preferred. CERTIFICATES, LICENSE, REGISTRATION: Valid Driver's License EQUIPMENT: Desktop computer, telephone, copier, scanner, 10 key adding machine, and facsimile machine. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit and walk, and talk or hear. The employee is occasionally required to walk; use hands to fingers, handle or feel objects, tools or controls; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required in this job include vision and the ability to adjust focus. WORK ENVIRONMENT: Work performed in a professional office environment with moderate noise levels. The work area is smoke-free. REQUIRED: Background check, Pre-employment drug screen, Valid driver's license. Equal Employment Opportunity Employer

Qualifications: "Integrated knowledge base in project scope-schedule-cost, and risk-quality management Integrated comprehension and application of project management subsidiary guidelines, standards, processes, and job aids. Integrated proficiency in risk and quality management tools and techniques. Leads (situational leadership), inspires, motivates project stakeholders in concert with effective stakeholder management using cognitive ability, personal effectiveness, innovation, value based decision-making, integrated communication (soft and hard skills); conflict resolution, team work, team building. Manages project stakeholders using cognitive ability, personal effectiveness, innovation, value based decision-making, integrated communication (soft and hard skills); conflict resolution, and team work. Preferred for Selection: Ability to develop/review project estimates and build project budgets; read and analyzing project schedules. Required for Selection: High School diploma and eight years of experience working in Microsoft Excel, or equivalent software program, with responsibilities for data manipulation, integration and subsequent report generation. Or: Bachelor's Degree plus 3 years financial / cost management experience. Preferred for Selection: Bachelor's Degree and eight years of experience working in Microsoft Excel, or equivalent software program, with responsibilities for data manipulation, integration and subsequent report generation. Experience in large industrial Capital Project environments. Additional Requirements: Valid driver's license." Responsibilities: "• Increase proficiency in cost analysis and integrated cost and schedule forecasting using quantitative risk management tools and techniques (Expected Monetary Value and Sensitivity Analysis) to better predict project cost performance and enable timely corrective, preventive, and predictive action. • Develop qualitative integrated project baselines that are used to effectively measure project performance and provide the ability to take corrective / preventive / predictive action. Apply the cost of quality to cost management. • Applies integrated objective risk management to the project baselines to optimize project risk responses. • Orchestrates contract commercial management, facilitates contract payments, conduct contract performance assessment and reporting and initial contract performance analysis and contract commercial forecasting. Performs contract reviews relative to payment requirements and supporting documentation. • Applies core project controls expertise. • Review and coordinate the management and utilization of project management guidelines, project management standards, processes, job aids, and tools. • Integrates all project management subsidiary systems to improve project performance. • Directs cost effort. • Tailors cost management processes. • Tailors / creates cost management tools / techniques to advance cost performance. • Provides continuous life cycle cost estimating / forecasting with increased predictability. • Manages the project budget and cost performance baseline. • Process labor timesheets, invoices, and other submittals associated with contract labor; code invoice details for Nature of Expenses, Work Breakdown Structure and Cost Budgeting System codes; Assist Project Managers and Cost Budget Analysts in the accrual process. • Evaluate manpower, labor hours, and labor cost requirements versus budget limitations, perform cost and schedule analysis, and make corrective/preventive recommendations. • Maintains / manages project Estimate at Completion and recommends areas of improvement to project stakeholders. • Works to implement cost predictive (opportunity) actions. • Perform standard and advanced project and special project cost reporting as anticipated for the project stakeholders; compiles and produces cost reports as needed. • Uses schedule analysis techniques to optimize schedule and cost performance; identifies corrective, preventive, and predictive project actions to enhance probability of achieving project objectives. • Apply integrated project management proficiency in core integration; scope, cost, and schedule. • Optimize product life cycle costing competence. • Assist the project management team, Major Project managers, Director, and other relevant stakeholders in retrieving cost management information and reporting. • Applies integrated thinking to cost management that facilitates improved objective performance. • Utilize communication competence to drive effective project cost decision making. • The Senior Cost Analyst will manage in accordance with Industry standards, the Client Project Management Guidelines and Standards, and industry best practices." Start Time: 8:00 AM End Time: 5:00 PM

The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners. Essential Functions Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million. Host holistic Financial Wellness conversations and complete comprehensive financial plans in order to uncover full household and relationship growth opportunities, both investments as well as banking related, and referring accordingly. Utilize a consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff. Attain sales production and referral goals to the Bank (closed and accepted) by working book of business, lead lists, and closing on received referrals. Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate quality and qualified referrals back to the LOB's of the Consumer Bank, where appropriate. Be an active member and participant of the Branch team. Engage in person licensed and non-licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank client base. Coordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Develop a strong Center of Influence strategy that leverages partnerships throughout the Consumer Bank. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education High School Diploma or equivalent experience (required) or Bachelor's Degree (preferred) Licenses and Certifications FINRA Security Industry Essentials (SIE) Upon Hire (required) FINRA License S7 Upon Hire (required) FINRA License S66 or S63 and 65 Upon Hire (required) Certified Financial Planner (CFP) (preferred) Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required) In the event you do not hold the required licenses at the time of hire, it will become a condition of your continued employment, and licenses will need to be obtained within the time frame specified in your offer letter. Failure to obtain licenses timely may result in termination of employment. () Skills Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space. Demonstrated ability to sell products and services to investment clients; evidence of strong sales results. Strong client centric focus. Proven ability to work as a collaborative team member. Ability to use standard office equipment, proprietary financial services systems. Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Travel Occasional travel to include overnight stay. Driving Requirements May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required. COMPENSATION AND BENEFITS This position is eligible to earn commission and deferred incentive compensation. This position is eligible to earn a base salary rate of $55,000.00 annually. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 03/28/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Hybrid

Responsible for building and maintaining financial models required to support the Bank's prospective renewable energy projects. Works closely with the Senior. Manager of Solar Finance to analyze renewable project loans and investments. Analyzes actual project/client results compared to modeled expectations in order to monitor loans and investments and inform future decision making. ESSENTIAL REQUIREMENTS Develops, builds and maintains financial models for internal analysis and client presentations. Interacts with the Solar Team on structural and technical aspects of solar projects. Coordinates with the Solar Team, clients and outside consultants to obtain and verify modeling inputs and assumptions. Proactive in seeking out the data necessary for the completion of modeling work. Prepares or assists the Solar Team in the preparation of internal and external presentation materials and materials related to project submissions to outside parties. Analyzes results obtained from the Operations Manager or other team members on a periodic basis Performs additional responsibilities as requested, including special nonrecurring projects for management. Regular and predictable attendance is an essential requirement of the position. Responsible for the completion of all compliance training related to the position. Understands all applicable laws and regulations that apply to the position and comply with the requirements. NON-ESSENTIAL REQUIREMENTS Performs all other duties as assigned. EXPERIENCE/SKILLS Two (2) to five (5) years of related experience preferred. Two (2) or more years of financial analysis and modeling experience required. Prior financial banking experience preferred. Understanding of energy project finance deal structures and terminology is preferred. Understanding of corporate finance, valuation and financial accounting preferred. Excellent PC skills--proficiency in Word and Excel essential, understanding of PowerPoint and database software preferred. Excellent math and analytical skills. Ability to work under pressure and drive completion of projects to meet deadlines. Ability to communicate effectively both verbally and in writing. Ability to handle multiple tasks in a fast-paced environment. Analytical and problem-solving skills with attention to detail. EDUCATION Bachelor's Degree required. TRAVEL REQUIREMENTS Ability to travel as well as ability to travel overnight, as needed for meetings, projects, seminars, etc. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds. EQUIPMENT MS Office PC, fax, phone and standard office equipment.