Finance planner jobs in Tampa, FL - 259 jobs

This position is responsible for providing financial accounting for Supply Chain Finance (product supply, fleet/transportation, PPV, COGS) for Client Bottlers end to end accounting processes. Additionally, this position will include on-site budgeting for Manufacturing Facilities and Development of COGS standards. This position is responsible for developing sustainable internal and external stakeholder relationships and establishing oneself as a valued, trusted financial business partner driving monthly/year to date reporting, development of KPI targets with bottler, monthly financial reviews, and month end close process. This position will interact with a variety of external and internal stakeholders. Duties and Responsibilities Participate in the development of the annual Bottler budget. This is both on-site with the bottler and remote and includes Manufacturing, COGS standards, Fleet and Transportation Communicate business results and Financial Reporting Packages (Manufacturing, Fleet/Transportation, PPV, Manufacturing Forecast, COGS standards) to key stakeholders within BSNA and Bottler Operations and Finance teams including Controller, VP and Director of Supply Chain Finance, and Senior Plant Management Serve as the subject matter expert for Bottler Supply Chain Finance to assess risk and impact of various business strategies Instill teamwork, collaboration, and engagement across the internal and BPO teams to act as one team in support of the bottler clients Leverage financial and operational subject matter expertise to identify improvement opportunities and drive performance objectives Provide innovative ideas with the use of technology to increase efficiencies and/or drive customer value Ensure timely and accurate Month End Close process according to Bottler and BSNA accounting standards and policies Review Bottler Balance Sheet account reconciliations Ensure compliance with Client Bottler's COA, internal controls, GAAP and other Company policies and procedures as required Other projects as needed to support bottler strategies and decision-making Disclaimer: This job description is not intended to be a comprehensive list of the duties and responsibilities of the position and that the duties and responsibilites may change with or without notice. Key Skills and Abilities Strong understanding of Cost Accounting including Absorption, Yields,Budgeting, Forecasting and General Ledger reporting Knowledge of SAP, Blackline, Advance level Microsoft Excel, PowerBI, and Access Databases, preferred Influencing through communication skills, both written and verbal, including with senior executive leaders Ability to manage multiple assignments concurrently and meet deadlines Ability to eectively recommend and implement new processes and change management Independent problem-solving/analytical thinking and decision-making skills A credit check is required for this position in Finance. Education Requirements Bachelor's degree in Accounting or Finance required Masters degree and/or CPA preferred Years of Experience Minimum 3 to 5 years finance and/or accounting experience (knowledge of SAP preferred) Required Travel 5-10%travel for meetings and training Hybrid Work Environment CCBSS operates a hybrid working environment. This is a teleworking role that requires working at a CCBSS office location on a regular basis (or a minimum number of days per month or week) at the manager's discretion. The number of days required at a CCBSS office location is at the manager's discretion and is subject to change depending on business needs. Total Rewards, Totally Rewarding We are one family supporting the Coca-Cola bottling system in North America. Our work is indispensable to our partners and makes an impact in the communities where we operate. We are committed to workplace diversity and to rewarding exceptional performance. We expect a lot from our team - after all, it's their exceptional work that helps CCBSS support the Coca-Cola bottling system in North America. To keep everyone motivated and energized, we offer a comprehensive benefit and rewards package. Work-Life Integration- Vacation, floating holidays, parental leave, flexible work environment Competitive Base Salary- A base salary or hourly wage rate in line with market rates for the job duties and skills required Rewards & Recognition- Acknowledging our employees' contributions Retirement Plans & Guidance- Programs to assist associates in saving for retirement Health & Welfare Plans- Medical, life, and disability insurance plans Company Message Coca-Cola Bottlers' Sales and Service, LLC is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.

Associate, Project Structuring and Investment The Company Plenary Americas is a leading specialized developer of, and equity investor in, long-term Public-Private Partnership (PPP) infrastructure projects. Since its inception in 2005, we have built a portfolio of 70 projects and more than USD $23.5 billion / CAD $30.3 billion in North American assets under management. We are determined in our approach to deliver first-class infrastructure, build the right delivery solutions for the projects we work on and inspire people with our vision for transformational spaces. Why work for Plenary? Recognized as a Great Place to Work in the US and Canada, we pride ourselves on our workplace culture. Our focus is on empowering our employees, driving results, building strong camaraderie, and celebrating our wins as a team. Our people and our workplace culture are our driving forces to bring infrastructure to life. Learn more about us by visiting *********************** The Role As an Associate in the Project Structuring and Investment (PSI) Group, you will be part of a team leading our pursuit of P3 projects across North America. Working closely with senior management, you will be responsible for helping to structure and deliver debt and equity financing solutions, assisting with negotiating commercial arrangements, managing technical delivery strategies, and supporting the entire PSI Group in its general business activities. The ideal candidate is a lateral thinker with the ability to identify solutions to complex problems and be interested in a career within the private equity environment. You must demonstrate strong attention to detail, time management, communication, ownership mentality, organization of data/information, self-initiative, work ethic, and integrity. Reporting to the Group Co-Head, Project Structuring and Investment, your primary responsibility will be to build and manage the financial model for P3 projects in the US and Canada and support the business in all activities including traditional and new P3 procurement processes, the development and implementation of new PSI business initiatives and general corporate initiatives. Responsibilities Financial modeling and analysis, including development and execution of detailed bank and capital markets funding solutions. Supporting finance workstream on pursuits including model auditor, lenders' technical advisor, lenders' insurance advisor and rating agencies. Review, understanding, and application of commercial structures for potential transactions. Assist bid lead in developing team's response to requests for qualifications and requests for proposals. Preparation of documents including research papers, executive reviews, investment summaries, ratings papers, client communications, presentations, project management plans, progress reports, bid forms and other bid deliverables. Internal communication and external communication with consortium partners, consultants and advisors. Support senior management in other PSI activities and corporate initiatives as required. Required Qualifications & Experience Minimum Bachelors degree preferably in Finance, Economics, Accounting, Mathematics or Engineering or equivalent combinations of education and experience will be considered. Minimum two (2) years' work experience in a structured transactional environment in investment banking, advisory, development, or accounting, together with a general understanding of project finance and related accounting and taxation principles. Prior experience in a P3 infrastructure development and investment environment will be highly regarded. Strong analytical skills with the ability to create, complete and manage complex Microsoft Excel financial models. Excellent organizational and coordination skills with the ability to effectively manage time, priorities, data, and multiple deliverables. Solid communication skills (both written and oral) with the ability to make and create bid submission documents, credit papers and contract reviews and explain them in a clear and concise manner. Ability to work independently with minimal direction but also work cohesively in a small team environment. Ability to work in a fast-paced, iterative, entrepreneurial environment. Understanding of general business law with the ability to review and comprehend legal documents. Advanced Microsoft Excel skills and experience with other Microsoft Office tools. What we offer Competitive salary with annual bonus potential Comprehensive benefits package including medical, dental and vision, and 401k/RRSP plan with employer contribution. Four weeks' vacation plus public holidays and other discretionary leave. Long-term development opportunities and ability to be part of an exciting and growing industry. Vacancy Status: This posting relates to a current vacancy. AI Disclosure: We use artificial intelligence (AI)-enabled tools to support certain recruitment activities, including the review and assessment of applications. These tools do not independently determine candidate suitability or make hiring decisions. Thank you for your interest in Plenary. Only applicants selected for further consideration will be contacted. Plenary is committed to fostering a diverse, inclusive, and equitable workplace. We are an Equal Employment Opportunity employer, and all employment decisions are based on merit, qualifications, and business needs. Reasonable accommodation is available for qualified individuals with disabilities throughout the recruitment process, upon request.

As an experienced Associate in Asset Management and Investments, you will report directly to the President. Your role will encompass leading the underwriting models for new acquisitions as well as managing existing real estate assets. Your responsibilities will include advanced financial analysis, the development and coordination of asset management strategies, and assistance in project management initiatives aimed at enhancing asset performance. You will also be expected to build and maintain relationships with external investment partners while coordinating effectively with various internal departments and stakeholders. Primary Duties & Responsibilities Conducts financial analysis for initial screening of asset investment opportunities and cash flow modeling to assess potential returns. Drafts memos for investment committees and board decks to outline asset strategies, investment prospects, and key performance indicators. Ensures compliance and organizational alignment through due diligence on approved transactions. Coordinates with specialized third-party advisors and assists in executing both asset and debt financing transactions. Contributes to investor reports and monitors financial performance, focusing on asset conditions and market trends. Collaborates on strategy formulation and oversees annual property budgets, liaising with internal and external partners for implementation. Facilitates communication across teams to enhance investment performance and provides analytical support for strategic decisions. Produces board decks to effectively communicate key performance indicators, asset management strategies, and other relevant data for board meetings and executive reviews. What We're Looking For Relevant experience in real estate-related investment business or investment banking. Strong financial modeling capabilities with close attention to detail. Deep transactional and/or asset management experience. Effective communication skills, both written and spoken. Ability to work in a fast-paced environment with a high level of autonomy. Highly collaborative team player with a desire to contribute to a growing organization. Eagerness to learn, ideate, and innovate. Demonstrated ability to work under pressure. Education & Experience Two (2) to Three (3) years of relevant experience in commercial real estate/real estate investment banking University degree (Finance related) with a record of excellent academic achievement CFA, CA or Master Degree/MBA are nice to have Superior knowledge of software and analysis tools for the field, such as Excel, and PowerPoint Some travel required Living Our Core Values Our Core Values are a way of life, not just empty promises. We're searching for team members who: Love what they do to make our guests' dreams come true and show it through delivering service excellence authentically. Continually raise the bar by investing in their personal development and looking for innovative ways to exceed our guests' expectations. Make every moment count, so our Team Members look forward to coming to work every day, and our guests look forward to creating new memories on their return visits. Consistently do the right thing for our Team Members and guests by keeping promises, delivering on commitments and building trust along the way. Demonstrate kindness by following the ‘Golden Rule', ensuring that Team Members and guests have a voice and feel valued. About Cove Communities Cove Communities is a well capitalized real estate investment and operating company. We own manufactured housing communities and RV resorts in Canada, the US and the UK. The founders of the company have a track record of building and managing dynamic, fast-growing companies with upward mobility and remuneration for team members who propel results. Cove Communities is an Equal Opportunity Employer. We celebrate diversity and are dedicated to creating an inclusive environment for all employees. Cove is committed to providing employees with a work environment free of discrimination and harassment.

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

JobID: 210690767 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $100,000.00-$100,000.00; New York,NY $100,000.00-$100,000.00 As a summer analyst in the Securities Services team, you will have programing created to provide you with a comprehensive overview of the business and build key skills for the future. This 9-week summer analyst program is the gateway into our full-time rotational program that offers the opportunity to develop a comprehensive, end-to-end knowledge of the Securities Services business. You will spend your summer in one of our key business areas. We have opportunities in the following locations: New York Metro, NY; Boston, MA; Tampa, FL. If you receive an offer to join full-time, you'll participate in three ten-month rotations, covering areas such as Client Services, Product Development, Data & Analytics, Sales and Product Management. This program is designed to establish a strong foundation in the key disciplines of Securities Services so that you will be able to take on significant responsibilities and projects within the business upon completion of the program. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Job responsibilities * Develop your analytical, technical and leadership skills * Gain hands on project management experience * Work with engaged managers in your location * Gain exposure to global teams across all areas of Securities Services * Engage regularly with business leaders, current program participants, and program alumni * Grow under the guidance of a mentor, program manager, and a direct manager Required qualifications, capabilities, and skills * Fluency in English * Attend college/university in the U.S. * Minimum cumulative GPA of 3.2 on a 4.0 scale * Expected graduation date of December 2027 - June 2028 from bachelor's or master's program * If you are pursuing a master's degree, it must be completed within 2 years of your bachelor's degree * To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Preferred qualifications, capabilities, and skills * Exceptional communications skills and clear, articulate, and concise verbal and written communication * Have the aptitude to synthesize large amounts of information and to develop innovative solutions * Ability to multi-task and prioritize workloads, strong time-management skills, and thrive in fast-paced collaborative environments * Ability to understand and resolve or escalate issues quickly * Proficiency with Excel and PowerPoint * Demonstrated leadership ability and ability to develop solutions and drive change * Strong interest in finance, project management, emerging technologies, data governance, analytics, and use of digital tool to drive innovation Training As a summer analyst you will have programing created to provide you with a comprehensive overview of the business, key skills for the future and have access to all of our Securities Services University courses. As a full-time analyst, you will cultivate and hone new skills through an ongoing training curriculum and program analysts will participate in a 2-week bootcamp. You will have the unique opportunity to participate in leadership trainings designed for your analyst class. Career Progression Upon successful completion of the summer program, you may receive an offer to join our two and a half year Securities Services Leadership Full-Time Rotational Program. Join Us At JPMorgan Chase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious, and ready to make an impact, we're looking for you. What's Next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume is a way for us to initially get to know you, so it's important to complete all relevant application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet certain required qualifications. If you are advanced to the next step of the process, you'll receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. Completion of the HireVue video interview is required, and your application will not be considered for further review until you have completed it. We strongly encourage that you apply and complete this as soon as possible, since programs will close as positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds, and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more. 2026 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran

About The Role & Team We are seeking a strategic and analytically driven Investment Associate Director to lead the investment strategy and portfolio management efforts of our digital, algorithm-based RIA, Webull Advisors. The Investment Associate Director will oversee model portfolio construction, optimization, and performance while collaborating closely with product and technology teams to enhance our automated investment platform. This role offers a unique opportunity to shape the evolution of a data driven, scalable investment solution that empowers clients through intelligent automation. In This Role, You Will Represent the investment function in strategic and product discussions, providing data-driven insights that shape Webull Advisors' investment direction and client experience. Oversee the design, implementation, and continuous improvement of investment strategies, model portfolios, and SMA solutions, ensuring alignment with the firm's philosophy, risk framework, and automation processes. Conduct ongoing market, economic, and competitive research to identify trends and opportunities that inform strategic and tactical asset allocation decisions. Manage algorithmic portfolio construction, optimization, and automated rebalancing systems to maintain consistency, efficiency, and scalability across all models. Collaborate with product, engineering, operations, and compliance teams to integrate investment logic into digital workflows and ensure regulatory adherence. Monitor model performance, risk exposures, and attribution, delivering clear reporting and insights to internal stakeholders and leadership. Support the development and launch of new investment products and features that advance Webull Advisors' growth and enhance the robo-advisory platform. The Skills You Bring Bachelor's or Graduate's Degree in business, computer science, engineering, or information systems, or equivalent experience. 3-5 years of financial industry experience Series 65 or Series 66 Needs a combination of strong technical, analytical, project management skills Experience in business process analysis and statistics. Demonstrated attention to detail and decision-making capabilities. What Makes You Stand Out Familiar with data analysis and visualization tools, such as SQL, Excel, Tableau, etc, to manipulate and present data in a clear and compelling way Why Webull? Webull is more than a fintech company-we're a global community of innovators, collaborators, and trailblazers. Headquartered in St. Petersburg, FL, Webull operates in 15 regions worldwide, serving over 20 million users. At Webull, your ideas matter, your voice is heard, and your work makes a real impact. Investing in our people is a top priority for us, which is why we have a comprehensive benefits package that includes: Comprehensive Health Coverage: 100% paid medical and dental insurance for employees and dependents, vision insurance, and more! Financial Support: 401(k) match, commuter benefits for NY positions, and short-term disability coverage. Work-Life Balance: Generous time off that increases with tenure, paid parental leave, personal days, sick time, volunteer days and company holidays. Wellness & Pet Care: Fitness and wellness benefits, plus pet insurance for your furry friends. Investing in Your Future: We provide tuition reimbursement to help you pursue relevant degrees, certifications, and training that align with your career goals. Dynamic Office Perks: Catered lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate. This role is based in our St Pete Global HQ (200 Carillon Pkwy, FL), where in-person collaboration fuels growth, mentorship, and innovation. EEOC Statement Webull is an equal opportunity employer. We're committed to building a diverse and inclusive team where all backgrounds, perspectives, and talents are valued.

Webull is a leading digital brokerage platform built on next generation global infrastructure. At Webull, we believe that everyone should have an equal opportunity to control their own financial future. Our vision has always been to empower individual investors with the tools and resources they need to succeed financially. This commitment remains at the heart of everything we do. From low-fee trading and robust market data to advanced analytical tools, we are committed to providing a seamless, top-tier trading experience. About The Role & Team We are seeking a strategic and analytically driven Investment Associate Director to lead the investment strategy and portfolio management efforts of our digital, algorithm-based RIA, Webull Advisors. The Investment Associate Director will oversee model portfolio construction, optimization, and performance while collaborating closely with product and technology teams to enhance our automated investment platform. This role offers a unique opportunity to shape the evolution of a data driven, scalable investment solution that empowers clients through intelligent automation. In This Role, You Will * Represent the investment function in strategic and product discussions, providing data-driven insights that shape Webull Advisors' investment direction and client experience. * Oversee the design, implementation, and continuous improvement of investment strategies, model portfolios, and SMA solutions, ensuring alignment with the firm's philosophy, risk framework, and automation processes. * Conduct ongoing market, economic, and competitive research to identify trends and opportunities that inform strategic and tactical asset allocation decisions. * Manage algorithmic portfolio construction, optimization, and automated rebalancing systems to maintain consistency, efficiency, and scalability across all models. * Collaborate with product, engineering, operations, and compliance teams to integrate investment logic into digital workflows and ensure regulatory adherence. * Monitor model performance, risk exposures, and attribution, delivering clear reporting and insights to internal stakeholders and leadership. * Support the development and launch of new investment products and features that advance Webull Advisors' growth and enhance the robo-advisory platform. The Skills You Bring * Bachelor's or Graduate's Degree in business, computer science, engineering, or information systems, or equivalent experience. * 3-5 years of financial industry experience * Series 65 or Series 66 * Needs a combination of strong technical, analytical, project management skills * Experience in business process analysis and statistics. * Demonstrated attention to detail and decision-making capabilities. What Makes You Stand Out * Familiar with data analysis and visualization tools, such as SQL, Excel, Tableau, etc, to manipulate and present data in a clear and compelling way Why Webull? Webull is more than a fintech company-we're a global community of innovators, collaborators, and trailblazers. Headquartered in St. Petersburg, FL, Webull operates in 15 regions worldwide, serving over 20 million users. At Webull, your ideas matter, your voice is heard, and your work makes a real impact. Investing in our people is a top priority for us, which is why we have a comprehensive benefits package that includes: * Comprehensive Health Coverage: 100% paid medical and dental insurance for employees and dependents, vision insurance, and more! * Financial Support: 401(k) match, commuter benefits for NY positions, and short-term disability coverage. * Work-Life Balance: Generous time off that increases with tenure, paid parental leave, personal days, sick time, volunteer days and company holidays. * Wellness & Pet Care: Fitness and wellness benefits, plus pet insurance for your furry friends. * Investing in Your Future: We provide tuition reimbursement to help you pursue relevant degrees, certifications, and training that align with your career goals. * Dynamic Office Perks: Catered lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate. This role is based in our St Pete Global HQ (200 Carillon Pkwy, FL), where in-person collaboration fuels growth, mentorship, and innovation. EEOC Statement Webull is an equal opportunity employer. We're committed to building a diverse and inclusive team where all backgrounds, perspectives, and talents are valued.

The independent RIA segment of the wealth management industry is experiencing significant growth. At Dynasty Financial Partners, our investment bank is focused primarily on supporting independent RIAs buy and sell-side M&A support, succession planning and consulting, conducting valuations and underwriting/deploying capital. The Associate joining Dynasty's Investment Bank team will become an integral member of the team. This individual should be familiar with M&A deal execution for buy and sell-side processes, working with and/or managing junior deal team members and have familiarity underwriting lower middle loans and private equity investments. Additionally, the Associate will play a significant role in helping to create new RIA firms that become part of the Dynasty Network by advising on items such as launch P&Ls, capitalization and shareholding structure. The Associate will be expected to learn, understand and collaborate across departments within Dynasty and with resource partners outside of Dynasty to deliver best in class service to our clients. This role is intended to be dynamic and demanding with the potential for advancement. Responsibilities of the candidate will include the following: Investment Banking Experience. At least 3 years of investment banking work experience is a must; however; direct M&A experience in the wealth management industry is preferred but not required. Financial Modeling. The candidate should have strong technical experience in financial modeling and be familiar have direct deal experience in M&A and valuations. The candidate should be familiar using Microsoft Excel, PowerPoint, and Word in order to assist with the due diligence and presentation of client materials. Valuations. The candidate will support the growth of our M&A advisory practice and capital strategies portfolio to conduct valuation of wealth management, asset management and other financial services companies. The candidate should be familiar with using discounted cash flow models as well as other suitable valuation methodologies for financial analysis and converting these models into client ready presentations. Credit Analysis. The candidate should be familiar with credit analysis and key leverage ratios of financial services companies. In particular, the candidate should have experience with underwriting financial services companies and key ratios and performance indicators of wealth management businesses. Corporate Development. Work with other members of the investment bank to periodically evaluate strategic opportunities applicable to Dynasty Financial Partners Monitor Relevant Industry Trends and News. The candidate will be expected to monitor and report on trends and news within the wealth management industry. Requirements Finance major (other majors will be considered as applicable) with at least 3 years of investment banking experience Investment banking, credit training or leverage finance experience from a major financial institution a plus Comfortable building 3-statement operating models Demonstrated track record of success academically and/or in prior roles Enthusiastic self-starter with strong communication and interpersonal skills Desire to learn and contribute to an entrepreneurial culture Familiarity with databases such as Factset and Fintrx Excellent writing, presentation, and organizational skills Detail oriented with the ability to execute complex projects Strong desire to work in a fast past, high performing team with a willingness to learn new skills and concepts Comfortable being in a client facing role Preferred Technical Skills Proficiency with Microsoft Office Suite, particularly Excel and PowerPoint Strong working knowledge of corporate finance theory Ability to use Salesforce reporting tools Ability to multi-task and prioritize BENEFITS Health Insurance Dental insurance Vision insurance Retirement plan 401(k) 401(k) matching Paid Time Off FSA/HSA benefits plans Disability benefits Voluntary Life Insurance Basic Life Insurance EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

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

2B+ Independent RIA Dynamic and fast growing 2B+ AUM Wealth Management Firm serving high net worth clientele seeks a Financial Advisor to partner with the Founder in supporting the growth of the Tampa market. Highlights Receive support in closing new business directly from the Founding Partner Extensive marketing budget that drives a continuous stream of warm leads and prospects Significant and above market payouts in perpetuity for self-sourced and firm generated leads Potential for a path to partnership Strong culture of teamwork, work life balance and personal and professional growth Requirements Deeply rooted in the community with local COIs Proven business development skills from an external network required

Take Your Next Step to Success! Work for a Company That Cares About Your Success! We'll Provide the Training and Support to be Successful! and a very nice compensation and benefits package. You will be joining the Most Dynamic “New Financial Firm in the Midwest.” Your Success is Important! A Leadership Team With Over 100 Years of Combined Experience in Helping Producers Significantly Grow Their Practice. Positions available across the region. Proactively reach out to potential customers and offer customized financial strategies. Build relationships with your clients to understand their financial goals and help ensure that they reach them. Build on your current sales skills and financial product knowledge with continued training, coaching, and corporate support. Proactively recommend financial solutions to clients from our wide range of insurance and financial products. This program offers: Extensive client and practice management software platform Strong internal referral system Training/transition allowance Strong payout grid Base compensation plus Additional bonus opportunities and incentive programs Competitive benefits package This firm is very supportive of you and your business and the management team is very hands on. They are committed to their financial professionals and are seeking individuals who are driven, have the desire to build their business, and put their clients' needs first. This is an excellent opportunity to work with a program that wants you to succeed and gives you the tools to do so. So please reply ASAP! Email: recruiterchic@gmail.com Apply online to www.lifetimerecruiting.com “Your Success is Our Future Together” Pamela J. Kortekamp Lifetime Recruiting Strategies "Developing Relationships that last a Lifetime" Please contact me with any questions: Email: lifetimers@fuse.net http://www.lifetimerecruiting.com/ Phone: (w) 513-753-4926

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

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

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

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

Junior Financial Advisor - Client-Focused & Growth-Oriented Tampa, FL Junior Financial Advisor Client-Focused & Growth-Oriented Tampa, FL Series 65 license (required) If you post this job on a job board, please do not use company name or salary. Experience level: Associate Experience required: 9 Years Education level: All education level Job function: Finance Industry: Financial Services Compensation: $51,000 - $60,000 Total position: 1 Relocation assistance: No Visa sponsorship eligibility: No End Client : Sandy Morris Financial Recruiter Note: Please ensure that all candidates submitted for this role are thoroughly vetted and fully committed to moving forward in the process. Verify that each candidate holds the required active licenses before submission. We will be conducting a phone screening with every candidate submitted. Any discrepancies found in the provided details will result in immediate rejection. Additionally, only local candidates will be considered for this position. Thank you for your support and partnership Full Time: Monday-Friday, 8:30am-4:30pm Were seeking a Junior Financial Advisor to join a local Tampa NW fast-growing advisory firm and work directly with existing clients while helping close inbound leadsno cold calling or prospecting required. This is a client-facing role ideal for someone who is coachable, adaptable, proactive, and ready to learn their proven process for delivering exceptional financial guidance. Direct Hire placement with great benefits package and PTO. Key Responsibilities Build relationships with existing clients and help manage their financial portfolios Close new business from warm inbound leadsno hunting or cold outreach Learn and implement the firms financial planning process and client service model Present and manage index annuity and insurance-based investment strategies Conduct client reviews, portfolio updates, and retirement planning sessions Maintain accurate records in CRM and financial planning software Collaborate with senior advisors and support staff to ensure seamless client experiences Stay current on market trends, product offerings, and regulatory updates Required Qualifications Series 65 license (required) Florida 215 Insurance License (preferred) Experience working with Assets Under Management (AUM), especially index annuities 10 Years or less of financial advisory experience Strong communication and relationship-building skills Efficient, organized, and able to manage multiple client relationships Team-oriented with a growth mindset and willingness to be coached Top Skills for Success Financial planning and client service Investment product knowledge (annuities, retirement strategies) Time management and follow-through Team collaboration and adaptability Sales closing and consultative communication Benefits Package 2 weeks paid time off All major holidays off + Christmas week Medical, dental, and vision insurance plans 401(k) with employer match Access to investment company portfolios with no management fees

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

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

Job DescriptionLaunch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. About Modern Woodmen of America Modern Woodmen of America is one of the nations largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve a continuous cycle of positive impact. Our representatives provide financial guidance and products to help members protect their families and their futures. Our products help fund member programs, including social, educational and volunteer activities that enrich members lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. Were proud of the impact fraternalism makes. Its what allows Modern Woodmen and you, as a Modern Woodmen financial representative, to make a difference in your community! In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States. About you Show integrity and character. Demonstrate leadership skills. Team-oriented. Focus on results/success driven. Can or have overcome adversity. Grow by helping others. Show volunteer spirit in the community. Look for self-improvement opportunities. Enjoy building long-term relationships. Credible, trustworthy and honest. Education and training Modern Woodmens education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or youre just getting started, youll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many. Qualifications Passion for bettering members financial lives. Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials/SIE), Series 6 and/or 7 license, and Series 63 license, as required by state). Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing. Benefits and perks Paid medical and dental insurance. 401(k) retirement plan with company match. Noncontributory pension plan. Group term life insurance. Expense-paid trips, bonuses and other incentives. Modern Woodmen is an equal opportunity employer.