Finance planner jobs in Upper Darby, PA

Who We Are: BCG Securities (a Horace Mann Company), an independent broker-dealer and Registered Investment Advisor (RIA), has been dedicated to its clients for over 50 years. With financial advisors in branches located throughout the United States, BCG Securities is a recognized premier broker-dealer and RIA of choice. We supply our advisor partners with knowledge and opportunities to collaborate with clients to meet their goals and succeed. We offer a suite of differentiated products, integrated wealth management solutions and access to subject matter experts that will take youor your businessto new heights. At BCG Securities, the game plan is simple: were here to help you grow. Our solutions to can be used to meet your specific situation, needs and goals at any point in your financial journey. We offer a suite of differentiated products, integrated wealth management solutions, and access to subject matter experts. We build diversity into our business to meet our clients needs for flexibility and long-term growth. Who Were Looking For: We are currently seeking an experienced financial advisor to join our dynamic team. Someone who is continuing to develop their practice though their passion and commitment and couple that with our legacy of exceptional client service and advisor support. This is an hybrid/onsite position in our Cherry Hill, NJ location. Some of the essential duties and responsibilities: Develop and prepare comprehensive financial plans for new and existing clients Make investment recommendations and subsequent follow-ups for client portfolios with investment team Provide ongoing support for existing clients through annual reviews Present life insurance and annuity analysis Create a planning process to help individuals meet their financial goals. Work with businesses, business owners and individuals What We Offer: Highly competitive transition income for established advisors Company matched 401(k) Internal support staff Hands on training and development program Health Benefits Medical Dental Vision Prescription Life Insurance Long Term Disability Position Requirements: Bachelors Degree At least 3 years related experience in the Financial Advisor role Series 7 & 66 securities licenses (or 65/63) Life/Health preferred Exceptional client relationship management skills Excellent writing and verbal communication skills Ability to work independently and as a team member, balance multiple responsibilities simultaneously, and demonstrate exceptional time-management skills All resumes are kept strictly confidential. #LI-JC1 #vizi# #APP Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, weve broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, were publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets. Were motivated by the fact that educators take care of our childrens future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators. EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status For applicants that are California residents, please review our California Consumer Privacy Notice All applicants should review our Horace Mann Privacy Policy

Financial Planner / Wealth Manager At Vista Wealth Solutions , we're excited to welcome a few passionate individuals to join our team! • Did you know that half of our advisors are making fantastic strides, earning over $200,000? • Here, you'll have full ownership of your clients and data. • We're all about helping you build, manage, and market your own brand with the support of our amazing team! • Our award-winning practice management technology and training will set you up for success. • You can create recurring revenue from various sources through a flexible, non-captive contract, giving you access to a wide range of companies and products. • Plus, there are opportunities to join established teams that match your skills and background! What Makes You a Great Fit with Us? • You have an entrepreneurial spirit • You strive to be better than your peers • You're passionate about helping and educating others • You're willing to work hard now for long-term success Why Work with Vista Wealth Solutions? · Enjoy highly competitive, performance-based compensation, plus a full benefits package Receive personalized, comprehensive training and ongoing support Gain access to in-house specialists and training on topics like Fee-Based Wealth Management, Estate Planning, Business Planning, and High Net Worth Strategies Collaborate with our in-house Financial Planning Department and Business Valuation experts Discover opportunities for advancement and management roles Experience a work-life balance that many financial careers lack Benefits of working with Vista Wealth Solutions • Extremely competitive performance-based compensation and a complete benefits package • Personalized and comprehensive training and support • In-house specialists and trainings (Fee Based Wealth Management, Estate Planning, Business Planning, High Net Worth Strategies) • In-house Financial Planning Department and Business Valuation experts • Advancement and management opportunities • A work-life balance most financial careers don't offer You will receive support that is unparalleled with in the industry. To get you up and running, Vista Wealth Solutions will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed. Contact: Erica Ng, vistawealthsolutions.com Erica Ng | Recruiting Director Vista Wealth Solutions Website: vistawealthsolutions.com

Financial Advisor - Centralized, Conshohocken, PACountry: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction by telephone communications from a variety of lead generation sources. • Achieve and exceed both individual and branch related sales and revenue goals as defined on a quarterly basis. • Maintain compliance with all applicable bank, broker/dealer, State and Federal regulations associated with the sale of investment and insurance products including Santander Policy Statement governing the sale of uninsured products. • When appropriate, provide leads to branch personnel for the sale of other bank products and services such as deposit accounts and loans. • Attend and actively participate in sales meetings, training initiatives, and planning sessions related to the development and growth of the program. • Develop and execute quarterly business development plans in accordance with sales management's objectives surrounding the marketing and promotion of investment products and services. • Maintain records, master operational procedures, and provide sales and activity reports per management's request in a timely and efficient manner. • Create strong internal and external relationships in an effort to develop referral sources and meet appointment objectives. • Maintain required professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, the Bank's uninsured Products Policy Statement and all applicable state and federal regulations. • Provide active mentoring and coaching to all Licensed Bank Employees (LBEs) assigned within your branch territory. • Hold frequent client appointments, seminars and branch training sessions in an effort to secure long-term client relationships and provide sales leadership to internal business partners regarding investment and insurance products. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree or equivalent work experience: Finance, Economics, Management Information Systems, Statistics or equivalent field - Required. Master's Degree Finance, Economics, Management Information Systems, Statistics or equivalent field - Preferred. 5+ Years Experience providing investment guidance and advice to clients - Required. 5+ Years Demonstrate a superior record of sales achievement while maintaining high ethical standards - Required. • Very strong interpersonal communication skills, complemented by both excellent verbal and written communication. • Superior knowledge of financial analysis, risk evaluation, loan documentation. • Motivating, developing, and directing people as they work, identifying the best people for the job. • Strong relationship management and negotiation skills via a phone channel. • Ability of using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. • Attention to detail, being careful about detail and thorough in completing work tasks. • Strong social orientation, preferring to work with others rather than alone, and being personally connected with others on the job. • Demonstrated proficiency with Microsoft Office applications. Certifications: • NASD licenses 6, 63, 7, 65 or 66 - Required. • Appropriate state insurance licenses - Required. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $56,250.00 USD Maximum: $102,500.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs. Primary Location: Conshohocken, PA, Conshohocken Other Locations: Pennsylvania-Conshohocken Organization: Santander Bank N.A.

The ideal candidate will have both the ability and willingness to participate and contribute to the development of a cohesive, dynamic team responsible for the implementation of a proven investment process. Candidate should be a self-starter who is comfortable managing complex and evolving situations. This individual will be a team player, resourceful, and selfless in the execution of all tasks. * Minimum of three years of experience, CFA preferred * Perform quantitative/statistical financial and economic research to develop new stock selection models or improve current models * Independently research, analyze, and model quantitative research topics relevant to stock selection and portfolio management * Evaluate long and intermediate term economic or investment trends which impact the investment returns of a specific equity sector * Perform traditional quantitative and fundamental equity analysis for all appropriate investment securities within energy, materials, and/or utilities sector * Conduct research and analysis on other investment management research topics, such as attribution and portfolio construction * Keep abreast of industry and academic research and identify new research ideas * Propose investment recommendations (buy/sell equity securities) based upon a combination of fundamental qualitative and quantitative analysis consistent with the Firm's investment philosophy and process * Maintain database of investment models and recommendations and rationale for each. Ensure that investments held in the portfolio(s) continue to meet the selection criteria for the investment strategy * Work closely with portfolio managers in shaping and executing Clark's Quantitative and Fundamental Equity Strategies Competencies for Success: * Ability to work independently and as part of a team * Strong financial statement analysis, valuation, and modeling skills * Bachelor's degree in finance, business, economics, math, or business administration * Bloomberg and or Factset proficiency * Microsoft office proficiency * Python, SQL and or programming proficiency a plus * Strong work ethic, high integrity and aligned with the company's core values * Strong communication and interpersonal skills * Exceptional quantitative, verbal, and written communication skills * Ability to adapt to and learn new technologies

Mid -Level Investment Funds Associate | AmLaw 100 Powerhouse Locations: Austin, Boston, Chicago, New York, Philadelphia, San Francisco, Washington DC (Hybrid) Our AmLaw 100 client is doubling down on its dominance in the investment funds space. If you're a mid -level associate with 3-5 years of focused experience in fund formation and investments across private equity, real estate, venture capital, and hedge funds, this is the move you've been waiting for. This is not a plug -and -play role. You'll be advising elite fund sponsors and institutional investors on complex domestic and international fund structures. Secondary transactions, carry vehicles, separately managed accounts-if you know the playbook, they want you running point. What You'll Bring: JD from a top -tier institution 3-5 years of experience with fund formation and investments Strong background in structuring private funds and investor -side work Exposure to secondaries, SMAs, and carried interest vehicles a plus Previous AmLaw 100 firm experience is strongly preferred What You'll Get: Base comp between $260,000 and $365,000 Top -shelf medical, dental, vision, and 401(k) Real -time mentorship and long -term runway Hybrid flexibility, without sacrificing prestige or opportunity This group is known for its collaborative ethos and the kind of deal flow that makes your résumé-and your network-seriously level up. If you're looking to work alongside some of the most respected funds attorneys in the game, your seat is waiting. Ready to elevate your career? Let's talk. Click below to SCHEDULE A CALL or use the "I'm Interested" button to send us your information confidentially:

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.

Allentown, PA Doylestown, PA Our award-winning client is seeking a Senior Investment Advisor to join their team. As a representative, the Pension Services Subject Matter Expert plays a pivotal role in both internal planning and external interactions as the primary investment liaison to Pension Clients. This multifaceted position involves attending investment and consulting meetings, nurturing client relationships, contributing to thought leadership initiatives, collaborating with senior stakeholders, and ensuring compliance with regulations and organizational standards. Responsibilities: Act as a subject matter expert during internal planning and prioritization. Serve as the primary investment liaison to Pension Clients in external interactions. Attend investment and consulting meetings to review performance reports and provide market commentary. Maintain existing client relationships and cultivate new ones through meetings, professional associations, networking opportunities, and University-sponsored events. Practice thought leadership by creating research papers, thought pieces, and presentations as required or assigned. Collaborate with key senior stakeholders, including the portfolio management team, relationship managers, and the client service team. Contribute to setting process and development roadmaps aligned with key business objectives. Participate in the development of sales materials, RFP solicitation, responses, and supporting documentation. Contribute to the creation of new client onboarding forms and processes. Review compliance with asset allocation models and Investment Policy Statements (IPSs). Implement and document new IPSs or future changes to existing IPSs. Review and approve quarterly RIA Investment Advisory fee summaries and basis point compliance disclosures for each custodial platform. Provide appropriate explanations for significant variances. Supervise the preparation and dissemination of periodic pension plan performance reports covering all custodial platforms. Ensure compliance with laws and regulations relevant to the position, including adherence to the university code of Conduct. Additional Responsibilities: Perform any additional duties as required or assigned. Required Qualifications: 5+ years of Pension Services (or very similar) experience. Strong pension municipality experience. CFP designation a plus. 10+ years of experience in relationship management, preferably with institutional clients. Strong communication skills (interpersonal, verbal, written, and presentation). Passion for investing, exceptional quantitative and deductive reasoning skills. Comprehensive people management skills with a high emotional intelligence (EQ). Ability to lead presentations to individuals or large groups with robust knowledge of investment and capital markets. Self-starter with excellent organizational skills, capable of exceeding client expectations. Series 7, 66, or 63/65 registration. Bachelor's degree in accounting, finance, business, or related fields; CFA designation, master's degree, or MBA preferred.

Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction by telephone communications from a variety of lead generation sources. * Achieve and exceed both individual and branch related sales and revenue goals as defined on a quarterly basis. * Maintain compliance with all applicable bank, broker/dealer, State and Federal regulations associated with the sale of investment and insurance products including Santander Policy Statement governing the sale of uninsured products. * When appropriate, provide leads to branch personnel for the sale of other bank products and services such as deposit accounts and loans. * Attend and actively participate in sales meetings, training initiatives, and planning sessions related to the development and growth of the program. * Develop and execute quarterly business development plans in accordance with sales management's objectives surrounding the marketing and promotion of investment products and services. * Maintain records, master operational procedures, and provide sales and activity reports per management's request in a timely and efficient manner. * Create strong internal and external relationships in an effort to develop referral sources and meet appointment objectives. * Maintain required professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, the Bank's uninsured Products Policy Statement and all applicable state and federal regulations. * Provide active mentoring and coaching to all Licensed Bank Employees (LBEs) assigned within your branch territory. * Hold frequent client appointments, seminars and branch training sessions in an effort to secure long-term client relationships and provide sales leadership to internal business partners regarding investment and insurance products. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree or equivalent work experience: Finance, Economics, Management Information Systems, Statistics or equivalent field - Required. Master's Degree Finance, Economics, Management Information Systems, Statistics or equivalent field - Preferred. 5+ Years Experience providing investment guidance and advice to clients - Required. 5+ Years Demonstrate a superior record of sales achievement while maintaining high ethical standards - Required. * Very strong interpersonal communication skills, complemented by both excellent verbal and written communication. * Superior knowledge of financial analysis, risk evaluation, loan documentation. * Motivating, developing, and directing people as they work, identifying the best people for the job. * Strong relationship management and negotiation skills via a phone channel. * Ability of using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. * Attention to detail, being careful about detail and thorough in completing work tasks. * Strong social orientation, preferring to work with others rather than alone, and being personally connected with others on the job. * Demonstrated proficiency with Microsoft Office applications. Certifications: * NASD licenses 6, 63, 7, 65 or 66 - Required. * Appropriate state insurance licenses - Required. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $56,250.00 USD Maximum: $102,500.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.

Responsible for financial analysis of prospective acquisitions/developments and preparation of investment memos for proposed transactions. Essential Job Functions * Prepares detailed budgeting and projections of net operating income and cash flow utilizing financial modeling software (ARGUS and Excel). * Conducts market research and analysis to provide a basis for assumptions used in financial modeling for prospective developments/acquisitions. Interacts with regional offices, management, teammates across disciplines of the company, consultants, brokers, and other market participants to gather/verify research, modeling assumptions/costs, and conclusions. * Prepares investment memos for submission to Market Leaders, CEO, CIO and other senior management, as applicable, for pursuit cost approval of potential transactions. * Assist in preparing annual investment budgets and in general strategic planning initiatives. * Performs administrative functions, including updating investment database and pipeline/status reports and special projects as assigned. * Out-of-town travel is an essential job function. * Performs other duties as assigned, some of which may be essential to the job. Knowledge, Skills, and Abilities * Knowledge of basic finance principles at a level normally acquired through completion of a Bachelor's degree in finance. Must have the ability to analyze and understand leases, operating statements, purchase contracts, letters of intent, and financial statements, as well as a general understanding of credit and capital markets. * At least one to two years of finance- or real estate-related experience with similar job requirements, a plus. * Must have a thorough understanding of financial modeling, including the production of cash flow models, cash-on-cash yield, IRR analysis, and discounted cash flow valuations. Experience with and high-level understanding of real estate principles, terminology, and financial modeling using ARGUS and EXCEL is required. * Excellent interpersonal and telephone communication skills. * Strong organizational and written communication skills, including ability to prepare, edit, proofread, and check accuracy of documentation and presentations. * Strong computer skills necessary to prepare and adjust financial models, enter and manipulate words/data, and use standard microcomputer-based software to communicate with others, prepare documentation, and/or analyze data. * Attention to detail is required; accuracy of financial modeling is critical to making correct investment decisions. Physical and Other Requirements * Work requires regularly sitting for extended periods of time when working with computer system. * Work is performed in a normal office environment where there are relatively few physical discomforts due to dust, dirt, noise, and the like. * Internal Contacts: Interface with all departments within company to gather and exchange information to discuss results of financial research and analysis. * External Contacts: Brokers, attorneys, consultants and tenants to obtain or exchange information related to research, analysis, and due diligence. How to Apply To apply for this position, please visit ****************************** and submit a resume and cover letter through our "Careers" section. Equal Employment Opportunity First Industrial Realty Trust, Inc. is an Equal Opportunity Employer Committed to Diversity, M/F/D/V

As we create a colorful, capable and cleaner world through chemistry, we invite you to join our team to harness the power of chemistry to shape markets, redefine industries and improve lives for billions of people around the world. CREATING ESSENTIAL CHEMISTRY THAT THE WORLD NEEDS At Chemours, our people are redefining how the world thinks of chemistry by approaching everything we do with a commitment to delivering Trusted Chemistry that creates better lives and helps communities thrive. That begins with how we use our science, data, and unmatched technical expertise to develop market-leading products with the highest levels of performance, sustainability, and safety in the industry. Powered by chemistry, our products are used in applications that make the products we rely on, processes, and new technologies possible. In key sectors such as clean energy, advanced electronics, high-performance computing and AI, climate friendly cooling, and high-quality paints and coatings for homes and industrial infrastructure---sustainable solutions and more modern living depend on Chemours chemistry. Chemours is seeking a Financial Analyst to join our growing Corporate Decision Support team. This position will be available at the Wilmington Office Building located at 1007 N. Market Street, Wilmington, DE (hybrid) and will report directly to the Environmental Finance Manager. Responsible for assisting the Environmental Finance Manager in supporting the Corporate Remediation Group, the Legacy Litigation Group, and the MOU Process. Provides financial support and partnership to the individual groups by performing monthly and quarterly analysis and reconciliation. The responsibilities of the position include, but are not limited to, the following: Provide financial support to the Corporate Remediation Group, Legacy Litigation Group, and the Memorandum of Understanding (MOU) Process. Support the quarterly consolidation process of the environmental reserve project estimates. Run the monthly environmental reserve spend report and reconcile ENFOS (project management software system) to spend report. Complete project spend and environmental reserve variance analysis. Assist in preparing monthly forecasts and the annual budgets. Assist in the coordination and reconciliation process of the MOU billing process between DuPont, Corteva, and Chemours. Perform ad hoc financial analysis and special projects as needed. The following is required for this role: Degree in Finance, Accounting, or Economics. 1+ year of finance, accounting, or business analysis experience. Understanding of the 3 financial statements (i.e. Balance Sheet, Income Statement, Statement of Cash Flows) and their interaction. Ability to work independently as well as part of a team. Strong oral, written and interpersonal skills. Proficiency in Excel, Power BI, PowerPoint, and SAP. The following is preferred for this role: Public Accounting or Environmental Accounting Experience is a PLUS Benefits: Competitive Compensation Comprehensive Benefits Packages 401(k) Match Employee Stock Purchase Program Tuition Reimbursement Commuter Benefits Learning and Development Opportunities Strong Inclusion and Diversity Initiatives Company-paid Volunteer Day We're a different kind of chemistry company because we see our people as our biggest assets. Instead of focusing just on what our employees do each day, we look at how they do it-by taking a different approach to talent development, employee engagement, and culture. Our goal is to empower employees to be their best selves, at Chemours and in life. Learn more about Chemours and our culture by visiting Chemours.com/careers. Chemours is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, race, religion, color, gender, disability, national or ethnic origin, ancestry, marital status, family status, sexual orientation, gender identity or expression, or veteran status. Jurisdictions may have additional grounds for non-discrimination, and we comply with all applicable laws. Chemours is an E-Verify employer Candidates must be able to perform all duties listed with or without accommodation Immigration sponsorship (i.e., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant status) is not currently available for this position Don't meet every single requirement? At Chemours we are dedicated to building a diverse, inclusive, and authentic workplace for our employees. So if you're excited about this role, but your past experience doesn't align perfectly with every qualification in the position description, we encourage you to apply anyways. You may just be the right candidate for this or other opportunities. In our pursuit to be the greatest place to work, we know that a critical element to enhancing our employee experience is to assure we're operating with a solid foundation of trust. At Chemours, this means being transparent about how we pay our employees for the work that they do. Pay Range (in local currency): $70,426.00 - $110,040.00 Chemours Level: 23 Annual Bonus Target: 6% The pay range and incentives listed above is a general guideline based on the primary location of this job only and not a guarantee of total compensation. Factors considered in extending a compensation offer include (but are not limited to) responsibilities of the job, experience, knowledge, skills, and abilities, as well as internal equity, and alignment with market data. The incentive pay is dependent on business results and individual performance and subject to the terms and conditions of the specific plans. At Chemours, you will find sustainability in our vision, our business and your future. If you want to work on the leading edge of your field and have a desire to make a difference, join Chemours and discover what it means when we say "We Are Living Chemistry."

Willingboro, New Jersey, United States of America **Hours:** 40 **Pay Details:** $72,280 - $108,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. **Depth & Scope:** + Experience selling investments and providing financial plans + Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth + Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents + Ability to partner and promote lead generation + Manages goals, prioritizes tasks and comfortable working in a fast paced environment + Ensures all new & existing clients are provided with a planning experience + Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts + Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed + Implements and executes a differentiated service model/experience for TD Wealth clients + Meets quarterly and annual sales goals + Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience + Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners + Executes in thorough manner that is compliant with regulations, policies and procedures + Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) + Ensures all Continuing Education requirements are attained + Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures + Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures + Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed + Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team + Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff + Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm + Represents TD Wealth to the general public in a professional manner + Is involved in the community and support TDBG charity and community initiatives **Education & Experience:** + Bachelor's degree strongly preferred + 2+ years of providing advice, planning and investment sales + SIE, Series 7, Series 63 required + Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals + Advanced understanding of wealth products and services + Strong verbal and written communication skills + Strong organizational and time management skills + Ability to travel within assigned market to meet prospects, clients and partners five days a week + Ability to commute within assigned territory + Strong understanding of wealth management business development techniques + Strong understanding and experience interacting with retail and small business banking clients + Consultative sales experience required + Demonstrated ability to establish relationships and partner effectively with other departments + Proven ability to achieve sales goals **Customer Accountabilities:** + Understands and supports the Bank's Customer Service Strategy + Considers the impact of decisions on the well-being of TD, its Customers and stakeholders + Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity + Models quality service delivery at every interaction + Leads and contributes to the ongoing improvement of the partner / Customer experience **Employee/Team Accountabilities:** + Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience + Participates fully as a member of the team and contribute to a positive work environment + May provide leadership, training, and guidance to other team members + Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest + Actively shares information and knowledge, and proactively learn from the expertise of other **OCC Language:** + This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA. + Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA. + Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position. **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% + Domestic Travel - Continuous + International Travel - Never + Performing sedentary work - Continuous + Performing multiple tasks - Continuous + Operating standard office equipment - Continuous + Responding quickly to sounds - Occasional + Sitting - Continuous + Standing - Occasional + Walking - Occasional + Moving safely in confined spaces - Occasional + Lifting/Carrying (under 25 lbs.) - Occasional + Lifting/Carrying (over 25 lbs.) - Occasional + Squatting - Occasional + Bending - Occasional + Kneeling - Occasional + Crawling - Occasional + Climbing - Never + Reaching overhead - Occasional + Reaching forward - Occasional + Pushing - Occasional + Pulling - Occasional + Twisting - Occasional + Concentrating for long periods of time - Continuous + Applying common sense to deal with problems involving standardized situations - Continuous + Reading, writing and comprehending instructions - Continuous + Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Proven ability to prospect and grow and established book of business Ability to generate GDC based on defined thresholds within a specified period of time FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire) Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions Effective interpersonal, verbal, and written communications skills Effective planning, organizational, time management and problem-solving skills Effective skill building relationships through rapport, trust, diplomacy, and tack Effective skill exercising initiative and using good judgment to make sound decisions Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm Experience in business development to include market strategy, product demonstration and promoting products and services Experience consulting with customers to assess their financial status and identify investment needs Effective knowledge of investment and insurance products Effective knowledge, to interpret industry related laws and government regulations Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data Desired Qualifications In pursuit of designations e.g., CFP, ChFC, CLU Advanced knowledge of Navy Federal's functions, philosophy, operations, and organizational objectives Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience Hours: Monday - Friday, 9:00AM - 5:30PM (Hybrid) Location: 200 Lake Drive East, Suite 100, Cherry Hill, New Jersey 08002 Total Cash Compensation: Base Pay Range ($55,000-$75,000) + Variable Compensation Pay + Annual Incentive Actively engaged within assigned branch territory to establish and build relationships for member growth and engagement Conducts local seminars and member engagement events to grow book of business Partners with Wealth Advisor in assigned territory to segment book of business based on member needs and complexity Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings Develop an internal pipeline for smaller dollar volume, and less complex, accounts in compliance with Navy Federal and NFIS policies and procedures Establish, maintain, and develop business relationships with members and internal/external sources Execute customer and broker purchase/sales orders of securities for current/new clients Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business Keep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environment Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actions Monitor, track and report performance of individual sales plans and assigned strategies for leadership Participate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies Prepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal audits Perform other duties as assigned or appropriate

About this role: Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Bank function Review basic or tactical client goals and risk tolerance, assess investment profile, and evaluate client financial needs related to lower risk tasks and deliverables with narrower impact This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of Customer Service, Sales, Relationship Building experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Successfully completed Securities Industry Essentials (SIE) exam or equivalent Desired Qualifications: FINRA registration including Series 7 and 66 (or FINRA recognized equivalents) Financial services experience Client services experience 6 + months of client or sales services experience Experience developing and managing client relationships Sales or sales support experience A BS/BA degree or higher Job Expectations: Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary US only: Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. This position is not eligible for Visa sponsorship. Posting Locations: 1675 Clements Bridge Rd Deptford NJ 08096; 422 Sicklerville Rd Sicklerville NJ 08081 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $0.00 - $0.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 22 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo 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, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Hours: 40 Pay Details: $24.00 - $33.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Global Trade Finance Representative III works with relationship managers by answering emails, confirming documents for renewal and working with amendments on stand by letters. They will ensure all proper documents, approvals and credit approvals are received. Onsite Location: 6000 Atrium Way Mt Laurel NJ Schedule: Monday-Friday 8:30am-5:00pm EST Depth & Scope: Acts as a resource for Global Trade Finance Rep I and II Receives new letters of credit and/or amendment for issuance or advising Reviews for compliance and consistency with letter of credit terms Processes, accepts, and/or affects payments on Import/Export Documentary Collections Answers and resolves investigations and Customer inquiries Verifies authenticity of letter of credit transactions by ensuring the information is properly authenticated Examines letter of credit documents ensuring all letter of credit terms have been complied with or notifies of discrepancies Assists account officers with clarifications of terms, pricing, and discrepancies Informs manager of any Customer issues Collects and processes fees Maintains high level of technical and procedural expertise including knowledge of company products and services Maintains high level of understanding of letter of credit products Education & Experience: High School Diploma or GED 5-7 years of related experience Excellent Customer Service skills PC Literate Expert product knowledge Strong knowledge and experience of International Trade Products Demonstrated knowledge of rules and regulations that govern Letters of Credit and/or Documentary collections Team Player Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Continuous Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Occasional Sitting - Continuous Standing - Occasional Walking - Occasional Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Never Squatting - Occasional Bending - Occasional Kneeling - Never Crawling - Never Climbing - Never Reaching overhead - Never Reaching forward - Occasional Pushing - Never Pulling - Never Twisting - Never Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

Who We Are: BCG Securities (a Horace Mann Company), an independent broker-dealer and Registered Investment Advisor (“RIA”), has been dedicated to its clients for over 50 years. With financial advisors in branches located throughout the United States, BCG Securities is a recognized premier broker-dealer and RIA of choice. We supply our advisor partners with knowledge and opportunities to collaborate with clients to meet their goals and succeed. We offer a suite of differentiated products, integrated wealth management solutions and access to subject matter experts that will take you-or your business-to new heights. At BCG Securities, the game plan is simple: we're here to help you grow. Our solutions to can be used to meet your specific situation, needs and goals at any point in your financial journey. We offer a suite of differentiated products, integrated wealth management solutions, and access to subject matter experts. We build diversity into our business to meet our clients' needs for flexibility and long-term growth. Who We're Looking For: We are currently seeking an experienced financial advisor to join our dynamic team. Someone who is continuing to develop their practice though their passion and commitment and couple that with our legacy of exceptional client service and advisor support. This is an hybrid/onsite position in our Cherry Hill, NJ location. Some of the essential duties and responsibilities: Develop and prepare comprehensive financial plans for new and existing clients Make investment recommendations and subsequent follow-ups for client portfolios with investment team Provide ongoing support for existing clients through annual reviews Present life insurance and annuity analysis Create a planning process to help individuals meet their financial goals. Work with businesses, business owners and individuals What We Offer: Highly competitive transition income for established advisors Company matched 401(k) Internal support staff Hands on training and development program Health Benefits Medical Dental Vision Prescription Life Insurance Long Term Disability Position Requirements: Bachelor's Degree At least 3 years related experience in the Financial Advisor role Series 7 & 66 securities licenses (or 65/63) Life/Health preferred Exceptional client relationship management skills Excellent writing and verbal communication skills Ability to work independently and as a team member, balance multiple responsibilities simultaneously, and demonstrate exceptional time-management skills All resumes are kept strictly confidential. #LI-JC1 #vizi# #APP Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we've broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we're publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets. We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators. EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status For applicants that are California residents, please review our California Consumer Privacy Notice All applicants should review our Horace Mann Privacy Policy

Our award-winning client is seeking a Senior Investment Advisor to join their team. As a representative, the Pension Services Subject Matter Expert plays a pivotal role in both internal planning and external interactions as the primary investment liaison to Pension Clients. This multifaceted position involves attending investment and consulting meetings, nurturing client relationships, contributing to thought leadership initiatives, collaborating with senior stakeholders, and ensuring compliance with regulations and organizational standards. Responsibilities: Act as a subject matter expert during internal planning and prioritization. Serve as the primary investment liaison to Pension Clients in external interactions. Attend investment and consulting meetings to review performance reports and provide market commentary. Maintain existing client relationships and cultivate new ones through meetings, professional associations, networking opportunities, and University-sponsored events. Practice thought leadership by creating research papers, thought pieces, and presentations as required or assigned. Collaborate with key senior stakeholders, including the portfolio management team, relationship managers, and the client service team. Contribute to setting process and development roadmaps aligned with key business objectives. Participate in the development of sales materials, RFP solicitation, responses, and supporting documentation. Contribute to the creation of new client onboarding forms and processes. Review compliance with asset allocation models and Investment Policy Statements (IPSs). Implement and document new IPSs or future changes to existing IPSs. Review and approve quarterly RIA Investment Advisory fee summaries and basis point compliance disclosures for each custodial platform. Provide appropriate explanations for significant variances. Supervise the preparation and dissemination of periodic pension plan performance reports covering all custodial platforms. Ensure compliance with laws and regulations relevant to the position, including adherence to the university code of Conduct. Additional Responsibilities: Perform any additional duties as required or assigned. Required Qualifications: 5+ years of Pension Services (or very similar) experience. Experience in Wealth Management or Financial Advising. 10+ years of experience in relationship management, preferably with institutional clients. Strong communication skills (interpersonal, verbal, written, and presentation). Passion for investing, exceptional quantitative and deductive reasoning skills. Comprehensive people management skills with a high emotional intelligence (EQ). Ability to lead presentations to individuals or large groups with robust knowledge of investment and capital markets. Self-starter with excellent organizational skills, capable of exceeding client expectations. Series 7, 66, or 63/65 registration. Bachelor's degree in accounting, finance, business, or related fields; CFA designation, master's degree, or MBA preferred. Industry-relevant experience typically exceeds 10 years; specific certifications may be required. Physical Demands: Frequent sitting, standing, and walking. Regular operation of computers. Ability to lift up to 75 pounds and handle technical supplies. Stooping, bending, crouching, reaching, or crawling. Manual dexterity, hands/fingers usage, touch, and feel. Talking, seeing, hearing, and writing. Cognitive Demands: The position requires: Adequate judgment, decision-making, reasoning, comprehension, and stress control. Efficient problem-solving and technical issue/task assessment. Ability to understand and follow instructions, complete routine paperwork, and prioritize work schedules. Work Environment: The work environment is typical of an office setting, including transporting supplies and services to different offices. Employees may encounter average indoor conditions and noise.

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? 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Hours: 40 Pay Details: $24.00 - $33.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Global Trade Finance Representative III works with relationship managers by answering emails, confirming documents for renewal and working with amendments on stand by letters. They will ensure all proper documents, approvals and credit approvals are received. Onsite Location: 6000 Atrium Way Mt Laurel NJ Schedule: Monday-Friday 8:30am-5:00pm EST Depth & Scope: * Acts as a resource for Global Trade Finance Rep I and II * Receives new letters of credit and/or amendment for issuance or advising * Reviews for compliance and consistency with letter of credit terms * Processes, accepts, and/or affects payments on Import/Export Documentary Collections * Answers and resolves investigations and Customer inquiries * Verifies authenticity of letter of credit transactions by ensuring the information is properly authenticated * Examines letter of credit documents ensuring all letter of credit terms have been complied with or notifies of discrepancies * Assists account officers with clarifications of terms, pricing, and discrepancies * Informs manager of any Customer issues * Collects and processes fees * Maintains high level of technical and procedural expertise including knowledge of company products and services * Maintains high level of understanding of letter of credit products Education & Experience: * High School Diploma or GED * 5-7 years of related experience * Excellent Customer Service skills * PC Literate * Expert product knowledge * Strong knowledge and experience of International Trade Products * Demonstrated knowledge of rules and regulations that govern Letters of Credit and/or Documentary collections * Team Player Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Occasional * International Travel - Never * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Never * Squatting - Occasional * Bending - Occasional * Kneeling - Never * Crawling - Never * Climbing - Never * Reaching overhead - Never * Reaching forward - Occasional * Pushing - Never * Pulling - Never * Twisting - Never * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

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.