Finance planner jobs in Waterbury, CT

FP&A Analyst Finance Full-Time (Hybrid) Norwalk, CT, US We're seeking a naturally curious FP&A Analyst who is comfortable with numbers and excited to develop foundational skills in FP&A. In this role, the candidate will have opportunities to grow, contribute to meaningful work, and gain real insight into how strategic decisions are made. FP&A sits at the center of the business, helping teams make informed decisions and ensuring consistent financial insight across the organization. This role is a great opportunity for an early-career professional who is eager to learn how a business operates and wants hands-on experience with forecasting, financial modeling, and reporting. You will join a small, supportive team that develops reporting tools, such as Power BI dashboards, to help departments across the company. In this role, you'll quickly gain exposure to commercial teams as you learn to analyze large datasets, create reports, and support key decision-making processes. PRIMARY RESPONSIBILITIES Support the reporting of financial and operating metrics (sales, margin, customer data) and help explain performance trends Assist in analyzing results against budget and identifying potential risks or opportunities Work with teams across the business to provide regular and ad hoc forecasts Help produce quarterly royalty statements for external partners Provide analytical support to Marketing, including campaign and subscription performance analysis Work closely with Finance team members on management accounts and reporting Assist with marketing-related accruals Partner with the Data team to support the development of Power BI dashboards and reporting tools Assist in preparing annual budgets, reforecasts, and long-range planning models Help translate data into meaningful insights for business partners Provide support with brand partner proposals as needed Complete ad hoc analysis and reporting assignments EDUCATION 2-4 years of experience in FP&A, Finance, or another analytical role High School Diploma (required) EXPERIENCE & KNOWLEDGE Strong Excel skills (required) Experience with financial analysis or modeling (a plus, but not required) Strong numerical skills and comfort working with data Proven track record of work ownership Detail-oriented with accountability to deadlines QUALITIES Willingness to learn complex financial concepts Curious mindset and interest in understanding how numbers connect to business performance Self-motivated with eagerness to grow Well-organized and able to manage multiple tasks Strong communication skills and ability to work collaboratively across cross-functional teams Interest in wine is a bonus-not a requirement Team-oriented approach and willingness to learn from others BENEFITS Full-time employees receive a complete benefits package, including: 401(k) with employer match Medical, Dental, and Vision benefits Company-paid Life and Disability Insurance Flexible Time Off Employee wine discounts and special offers Company-paid WSET Certification Ongoing personal and professional development OUR COMPANY Direct Wines, Inc. is a dynamic, innovative, wine-loving company that helps consumers across the U.S. discover exciting wines that are perfectly suited to their tastes - all with the convenience of home delivery. We are proud to provide a highly personalized wine service in partnership with licensed retailers Laithwaites and The Wall Street Journal - and we are passionate about consumer satisfaction. As the leading Third Party Provider in the alcohol beverage industry, Direct Wines, Inc. provides professional services to licensed wine retailers across the US. These include access to national brands, marketing planning, and execution, logistics support for distribution management and customer service. We offer scalability and economies that individual, state-licensed retailers would struggle to deliver on their own. It is also the role of Direct Wines Inc. to ensure compliance in the highly regulated alcohol beverage industry. Our Company is an equal opportunity employer committed to recognizing and expanding diversity in our work and our outreach to vendors and consumers. We prohibit discrimination against any applicant, employee or business partner based on any legally-recognized basis, including, but not limited to: race, color, religion, sex (including pregnancy, lactation, childbirth or related medical conditions), sexual orientation, gender identity, age (40 and over), national origin or ancestry, citizenship status, physical or mental disability, genetic information (including testing and characteristics), veteran status, uniformed service-member status or any other status protected by federal, state or local law.

Job Description We are seeking an experienced and highly skilled Senior Financial Planner to join our team. This individual will be responsible for providing comprehensive financial planning and wealth management services. The ideal candidate will have deep expertise in financial planning strategies, investment management, tax efficiency, estate planning, and retirement planning. They will work closely with clients to develop and implement personalized financial plans, ensuring their long-term financial success. Requirements Education: Bachelor's degree in finance, business, accounting, or a related field (Master's degree preferred). Certifications: CFP (Certified Financial Planner) required; CFA, CPA, or other relevant designations are a plus. Experience: Minimum of 7-10 years of experience in financial planning, wealth management, or investment advisory roles. Technical Skills: Proficiency in financial planning software (e.g., eMoney, MoneyGuidePro). Strong knowledge of investment strategies, retirement planning, estate planning, and tax-efficient wealth management. Experience with CRM systems (e.g., Salesforce) and portfolio management tools. Benefits Competitive base salary with performance-based bonuses. Comprehensive health, dental, and vision insurance. 401(k) plan with company match. Professional development opportunities, including continuing education reimbursement. A collaborative and client-focused work environment.

We are an independent financial planning firm established in 1999, and are committed to delivering comprehensive, personalized services to our clients. Our offerings include investment management, estate planning, retirement planning, insurance analysis, and more. We believe that proactive tax planning should always fit with the clients' overall financial plan, and we are also uniquely positioned to support tax preparation. We build trust with our clients by providing this value and creating a simpler and seamless experience. We take pride in our independence and operate with the highest standards of professionalism and integrity. Ideally, we are going to find an experienced CFP that is already providing comprehensive technical tax and financial planning advice to a set of clients. We can be flexible to consider a newly minted CFP or even to look slightly outside of the box and consider a CPA that is looking to make the shift to the planning side. More importantly, we are looking for a person that is a great communicator, influencer and enthusiastic person, who will support the vision, positive culture and team spirit that we have created and thrive on. We are looking for someone with an entrepreneurial spirit who is able to keep the long game in mind. We want a master relationship builder with the care for clients as their driving force. You complement your people skills with an ability to track details and remember things, so nothing gets lost. You are personally organized, and you are patient and helpful to others that need support in this area. You want to be a master of your craft, and you are the type of person that is always looking to better yourself. Job Responsibilities Develop comprehensive financial plans tailored to clients' goals, risk tolerance, and life stages, including all aspects of a client's life - retirement planning, cash flow, investments, equity compensation, tax, education, employee benefits, insurance, estate planning, etc. Participate in existing client meetings from day one, with increasing involvement and responsibility over time, with the goal is to transition you into a lead advisor role, taking responsibility for client relationships and engagements as your experience with our firm grows Serve as a primary point of contact for client communications and follow through for assigned clients Manage and/or complete all client meeting preparation and follow-up activities Develop customized asset allocation strategies and investment solutions for clients Preparation of tax returns and tax projections for our clients Maintain strong client relationships and advise clients on complex planning topics Must-have Qualifications & Attributes Team-Oriented Mindset: Willing to pitch in wherever needed-no task is too small when it supports the client, the team, or the firm's success Adaptable and Resilient: Thrives in a fast-paced, evolving environment and maintains a flexible, can-do attitude Problem Solver: Able to independently identify issues, think critically, and develop creative, practical solutions Strong Communicator: Exceptional verbal and written communication skills; comfortable interacting with clients and colleagues alike Organized and Process-Driven: Experience using CRM systems, workflows, and task management tools to maintain structure and efficiency Detail-Oriented: High level of accuracy and accountability, especially with numbers and client data Efficient Multitasker: Capable of managing competing priorities and meeting deadlines without sacrificing quality Relationship Builder: Strong interpersonal skills with the ability to explain complex financial concepts in a clear and relatable manner Client-Centric: Proactive, service-oriented mindset with a focus on delivering outstanding client experiences Collaborative Spirit: Comfortable working in a small, close-knit team where collaboration and mutual support are key Team & Culture Contributor: Brings a sense of humor, positivity, and enthusiasm to help shape and grow the office culture Animal Lover: Must love dogs-our furry friends are an important part of our office culture! Nice-to-have Qualifications & Attributes Professional Credentials: CFP certification and/or CPA license preferred Industry Experience: 7+ years in the financial planning field, with at least 3 years of experience leading client relationships highly preferred High Expertise in Taxation: Advanced understanding of personal tax planning and preparation, beyond what is covered in standard CFP coursework Technical Proficiency: Skilled in Microsoft Office, especially Excel Software Familiarity: Experience with Orion, Redtail CRM, and CCH Axcess (or similar tax preparation software) Career Path Client-Interactive Role with Growth Potential: Begin working directly with clients in a supporting role, with a transition time to lead advisor based on your experience and capabilities. For the right candidate, there may also be future opportunities to participate in the management and strategic direction of the firm. We offer meaningful opportunities for professional development, leadership, and long-term advancement.

This role is critical in managing investor contractual relationships, guiding the company's understanding of regulatory frameworks and fostering a culture of integrity and ethical practices. You'll collaborate with other attorneys in a small team, senior leadership and cross-functional teams to proactively manage legal risk and guide the company's investment-related legal efforts. Responsibilities: * Manage maintain and advise on fund offering documents, navigate and manage ongoing side letters and agreements for separately managed accounts * Advise on financial market and global trading regulatory obligations, including filings, cybersecurity requirements, and all manner of nuanced topics in the financial market space * Support the company's compliance with SEC regulatory requirements and industry best practices by working closely with the company's Chief Compliance Officer and staff * Provide guidance to Compliance, Technology, Finance, Investor Relations, and Management teams on financial and business legal risks * Monitor and interpret changes in securities laws, SEC regulations, and corporate governance trends. * Manage legal efforts to establish counterparty agreements including global clearing and ISDA agreements. * Assist with Fund board of director meetings and board governance matters. * Support other attorneys on a variety of business and technology legal responsibilities. * Support internal investigations and respond to regulatory inquiries as needed. * Help develop and maintain internal policies and procedures related to securities law compliance.

Graham Capital Management, L.P. ("Graham") is an alternative investment manager founded in 1994 by Kenneth G. Tropin. Specializing in discretionary and quantitative macro strategies, Graham is dedicated to delivering strong, uncorrelated returns across a wide range of market environments. As one of the industry's longest-standing global macro and trend-following managers, Graham remains committed to innovation, evolving its strategies through a robust investment, technology, and operational infrastructure. Graham harnesses the synergies between its discretionary and quantitative trading businesses to offer a broad suite of complementary alpha strategies, each built on the principles of thoughtful portfolio construction, active risk management, and diversification by design. Graham invests significant proprietary capital alongside its clients - including global institutions, endowments, foundations, family offices, sovereign wealth funds, investment management advisors, and qualified individual investors - reinforcing alignment of interests across all strategies. The foundation of Graham's sustainability and success is the experience and contributions of its people. The firm seeks to cultivate talent, encourage the diversity of ideas, and respect the contributions of all. In turn, each employee shares in the responsibility of strengthening those around them. Description Graham Capital Management, L.P. is seeking an seeking an Investor Services Associate to join its Investor Relations team. This individual will play a key role in supporting institutional and private wealth clients with a focus on client service and operational due diligence. This role offers the opportunity to work cross-functionally across the firm's operational teams including Business Development, Marketing, Compliance, Legal, Fund Administration, Technology, and Trading Services and is suited for candidates with excellent communication skills, sound judgement, and a strong sense of accountability. Responsibilities Support the firm's response to investor operational due diligence reviews, including completion of DDQs, custom questionnaires, and follow-up queries. Coordinate cross-functional responses and materials from internal teams (e.g., Legal, Compliance, Risk, Operations, and Technology) to ensure timely, accurate, and well-articulated deliverables. Maintain and update investor-facing documents, operational due diligence materials, and standard templates for consistency and quality. Partner with the broader Investor Relations team to help manage existing relationships and support new investor engagements. Assist with meeting preparation and follow-up, including the creation of customized materials and internal briefing memos. Manage investor information in the firm's CRM system, track diligence activities, and ensure proper documentation of client interactions. Attend and support investor meetings and calls as needed. Proactively contribute ideas and perspectives that help improve team processes, workflows, and client service capabilities. Requirements Bachelor's degree. 3-10 years of relevant experience within the alternative investments industry, ideally at a hedge fund. Familiarity with hedge fund structures, fund operations, and due diligence requirements of institutional allocators. A proactive and resourceful approach, with sound judgment and a willingness to take ownership. Collaborative mindset and eagerness to learn; thrives in a team-oriented culture that values shared success. Exceptional attention to detail and strong organizational and project management skills. Excellent written and verbal communication skills. Proficiency in Microsoft Office (Excel, Word) and experience with CRM systems. (Preferred) Prior operational due diligence or client service experience at a hedge fund. Series 3 will be required after joining. This role requires commuting into our Rowayton CT office Mondays through Fridays. Base Salary Range The anticipated base salary range for this position is $120,000 to $165,000. The anticipated range is based on information as of the time this post was generated and does not include any discretionary bonus or benefits (see eligibility below). The applicable annual salary or hourly rate paid to a successful applicant will be determined based on multiple factors, including without limitation the nature and extent of prior experience, skills, and qualifications. This wage range may be modified in the future. In addition, the employee who fills this role will be eligible for a discretionary annual bonus, as well as a wide array of benefit programs, such as medical and life insurance, 401(K) plans, and access to other healthcare programs. Notes: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, benefits, or any other form of compensation that a particular employee may be eligible for remains in the Company's sole discretion unless and until paid and may be modified at Graham's sole discretion, consistent with the law. Graham is committed to providing equal employment opportunity to all employees and applicants for employment without regard to their race, color, religious creed, gender, age, national origin, ancestry, alienage, citizenship status, handicap, disability, marital status, sexual orientation, gender identity, pregnancy, childbirth or other related conditions, military status, genetic information, or any other personal characteristics protected by applicable law. This policy applies to all terms and conditions of employment, including hiring, placement, promotion, layoff, termination, transfer, leave of absence and compensation.

The Investment Analyst will be part of the team overseeing DB pension assets on behalf of General Electric Pension Trust. The Candidate will serve as a key member of the Absolute Return team focusing on non-directional and diversifying strategies. The Candidate will primarily be responsible for qualitative and quantitative monitoring of an existing portfolio of hedge fund investments, as well as underwriting new investment opportunities. Job Description Responsibilities * Act as a "generalist" on the team performing manager research and due diligence across a variety of hedge fund strategies. * Analyze underlying manager performance and assess performance relative to benchmarks, peers, and stated objectives. * Conduct regular one-on-one manager update meetings to monitor portfolio positioning, themes, and risk exposures. * Lead initial due diligence on potential investment opportunities and present manager recommendations. * Analyze overall portfolio performance and support prospective manager allocation changes. Qualifications/Requirements * A Bachelor's Degree or equivalent (4+) years of role related experience. * 3-5 years of manager research experience with a background in alternative investments, preferably absolute return-oriented strategies. * Strong understanding of the hedge fund industry and familiarity with various hedge fund strategies. * Experience and demonstrated ability to quantitatively evaluate investment managers. * Prioritizes attention to detail and holds strong written and verbal communication skills. * Familiarity with corporate pension investing and portable alpha investment strategies. * Ability to travel as required for initial and ongoing investment due diligence purposes. * Proficient user of eVestment, Bloomberg, FactSet, TS Venn, and Arcana. * Must be willing to work in-office in Norwalk, CT. * Preference for CFA, CAIA, and/or FRM charterholders/candidates. Additional Information GE Aerospace offers a great work environment, professional development, challenging careers, and competitive compensation. GE Aerospace is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. GE Aerospace will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable). Relocation Assistance Provided: No

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$387/US$286 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world's leading financial services companies, and benefit from the stability and strength of that relationship. We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner's mindset. As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape. Visit our website to learn more and for the most up to date AUM information. SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs. Job Description: Associate, Insurance Investment Solutions - SLC Management What is in it for you: Within SLC Management, the Insurance Solutions team partners with insurance clients across the property & casualty, life, and health sectors to develop customized investment strategies that meet their unique regulatory, accounting, and economic objectives. Our collaborative team combines deep insurance knowledge with robust investment experience to help clients meet their long-term goals. We are seeking a motivated and analytical Associate, Insurance Investment Solutions to join our growing Insurance Solutions team. This individual will play a key role in developing and supporting customized investment strategies for insurance clients, with a focus on strategic asset allocation, capital efficiency, and regulatory optimization. The ideal candidate brings 2+ years of experience in insurance, investment management, or consulting, with a strong understanding of insurance balance sheets and asset-liability management principles. What you will do: Collaborate with senior team members to develop and implement strategic asset allocation frameworks tailored to insurer-specific objectives and constraints. Conduct in-depth analysis of insurance balance sheets, capital structures, and regulatory frameworks (e.g., NAIC RBC, Bermuda BSCR, Solvency II). Support the design of investment strategies that align with insurance clients' liabilities, accounting treatments, and risk tolerances. Support client relationship management efforts by preparing portfolio reviews, strategy updates, and market insights. Prepare and present customized portfolio analytics, scenario analysis, and reporting for internal stakeholders and clients. Contribute to thought leadership and research initiatives on insurance investment trends, regulatory changes, and market developments. What you need to succeed: 2+ years of experience in insurance asset management, insurance company investment teams, or a strategy/consulting role focused on insurers. Understanding of insurance financials, regulatory frameworks, and investment principles. Experience with or interest in strategic asset allocation, capital modeling, or asset liability management. Proficiency in Excel; knowledge of Python, R, MATLAB, or other analytical tools is a plus. Excellent communication and presentation skills, with an ability to convey complex ideas clearly to technical and non-technical audiences. Bachelor's degree in Finance, Economics, Actuarial Science, Mathematics, or a related field; progress toward CFA or actuarial designation is a plus. For US applicants the base salary range is $73.5K - $116k USD Why SLC Management? Opportunity to work for a growing global institutional asset manager Excellent benefits and wellness programs to support the three pillars of your well-being - mental, physical and financial - including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam The opportunity to move along a variety of career paths with amazing networking potential Award winning workplace culture - Great Place to Work Certified in Canada and the U.S., “Best Places to Work in Money Management” by Pension & Investments, “Top 10” employer by the Boston Globe's “Top Places to Work” two years running SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members. Job Category: Investment Sales & Service We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits. We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds. We will make reasonable accommodations to known physical or mental limitations. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to *************************. We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. We do not require or administer lie detector tests as a condition of employment or continued employment. For applicants residing in California, please read our employee California Privacy Policy and Notice .

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. Job Responsibilities Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates Create mandates for discretionary accounts Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team Work with Team Leader to monitor Client Advisor loadings. Submit and monitor fee schedules and billing Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct Required Qualifications, Capabilities, and Skills Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Bachelor's Degree required One plus years of industry related experience Exceptional follow-up and follow-through skills PowerPoint and Excel expertise Preferred Qualifications, Capabilities, and Skills Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software Experience and interest in financial markets and concepts Excellent interpersonal skills Self-starter, extremely organized and detail-oriented with strong commitment to accuracy

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.

**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes. + Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies. + Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience. + Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems. + Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce. **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of pricing and/or contracts experience or similar work experience preferred + 2+ years in a customer facing capacity highly preferred + Experience with the following systems preferred + SAP/Business Objects + Salesforce + MS Excel + MS Vizio/Lucid Chart **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 02/06/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#LI-SP-1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilities Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

The Executive Wealth Group at Ameriprise Financial is committed to delivering exceptional wealth management solutions with a client-first mindset. As a high-performing and fast-growing practice, we specialize in comprehensive financial planning, investment management, and estate strategies for high-net-worth individuals and families. We are actively expanding through strategic practice acquisition and are looking for an ambitious, relationship-focused Associate Financial Advisor to grow with us. We're offering more than just a job - this is a career track opportunity for a growth-minded advisor who is ready to take on real responsibility and build lasting relationships. As our Associate Financial Advisor, you'll assist the firm's founding partners in managing relationships with top-tier clients in a “second-chair” advisory role - gaining exposure, mentorship, and credibility. Additionally, after an appropriate amount of time you will be given a set of client relationships to manage and deepen. In addition, you'll be strategically positioned to receive new clients from future advisory practice acquisitions, allowing you to expand your impact and income potential significantly. Key Responsibilities Manage and deepen relationships within an assigned client book of business, delivering holistic financial advice in line with Ameriprise's standards. Collaborate with the lead advisor in a second-chair capacity to serve complex client relationships and support ongoing financial planning, review meetings, and implementation. Onboard and build new client relationships that come through the firm's inorganic growth strategy (practice acquisitions). Prepare and deliver client meetings across financial planning areas including investment, retirement, tax strategy, insurance, and estate planning. Proactively identify planning opportunities and coordinate implementation. Maintain accurate and timely client records in CRM and planning systems. Uphold a white-glove service experience in every client interaction. What We're Looking For 2-5 years of experience in financial planning or advisory services. Series 7 & 66 (or ability to obtain promptly); CFP preferred but not required. Strong interpersonal skills with the ability to build rapport and trust with clients. A team-first attitude and a growth mindset - you see opportunity where others see obstacles. Comfortable with both the technical and relational sides of financial advising. Ambition to become a lead advisor and grow your own book of business within our ecosystem. At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. This position is with an Ameriprise Financial Franchise owner. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time

About Altus Power Altus Power is a national leader in clean energy, generating renewable power where it's needed most. Based in Stamford, Connecticut, we develop, own and operate solar energy systems, battery storage and electric vehicle charging from coast-to-coast. Altus transforms underutilized spaces, like warehouse rooftops, parking canopies and brownfields, into productive clean energy assets. Since 2009, Altus has grown to own and operate more than 1 gigawatt of solar producing projects across 25 states, serving more than 500 enterprises and more than 36,000 community solar subscribers. In April 2025, Altus Power closed a partnership with TPG Rise Climate Transition Infrastructure, an investor that shares our long-term vision for bringing renewable, reliable local power to communities, businesses and households faster, helping to power a cleaner, brighter future for everyone. Our ability to scale is backed by strategic partnerships with industry leaders like Blackstone and Goldman Sachs and we are well-capitalized to drive growth in markets with supportive clean energy policies. We are proud to offer a dynamic and collaborative workplace where passionate, mission-driven professionals can thrive while helping to power a cleaner future. About the Position The Corporate Financial Analyst is responsible for supporting strategic financial planning and analysis across the organization. This role involves forecasting, budget-to-actual analysis, stakeholder reporting, and expense analysis to identify cost-saving opportunities. The analyst will report to the Senior Associate of Corporate Finance and collaborate closely with the CEO and cross-functional teams including Investment, Accounting, and Technical departments. This position is essential for delivering financial insights that drive informed decision-making and operational efficiency. Key Responsibilities 1. Financial Forecasting & Planning * Develop and maintain financial models to support forecasting, budgeting, and long-term planning. * Assist in strategic financial planning initiatives and scenario analysis. 2. Budget-to-Actual Analysis * Perform budget-to-actual variance analysis and deliver actionable insights to stakeholders. * Identify trends and anomalies in financial performance and recommend corrective actions. 3. Stakeholder Reporting * Prepare monthly and quarterly financial reports for internal and external stakeholders. * Support the development of presentations for executive leadership and board meetings. 4. Expense Analysis & Cost Optimization * Analyze operating and capital expenses to identify cost-saving opportunities and efficiency improvements. * Collaborate with departments to implement cost control measures. 5. Model Validation & Valuation * Dive through and audit financial models to gather an understanding of assumptions driving valuation. * Collaborate with members of the Investments and Structured Finance team to understand on a deep level the individual projects/portfolios. * Assist in corporate roll up to consolidated financials 6. Cross-Functional Collaboration * Work closely with the CEO and teams in Investment, Accounting, and Technical departments to gather data and understand key business drivers. * Provide financial insights and support for cross-departmental initiatives. 7. Ad Hoc Analysis & Strategic Support * Support ad hoc financial analysis for strategic initiatives, including new project evaluations and investment decisions. * Ensure accuracy and integrity of financial data and reporting systems. Skills and Qualifications: Education * Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CFA a plus. Experience * 2-4 years of experience in corporate finance, FP&A, or investment analysis. Technical Skills * Strong proficiency in Excel and financial modeling; experience with ERP systems and BI tools preferred. * Excellent analytical, problem-solving, and communication skills. Key Competencies * Ability to work independently and collaboratively in a fast-paced environment. * Detail-oriented with a proactive approach to financial analysis. * Passion for renewable energy and sustainability is a plus. Work Life at Altus Our team is the asset we are most proud of. We aim to create a positive work-life balance. Here are a few of the benefits we offer: * Competitive compensation * Health and Dental Insurance (100% of premium paid of Company's standard policy) * Participation in 401k Plan * Paid cell phone service on Company's plan * Company paid lunch in the office * Company paid membership to building gym * Two monthly work from home days Altus is unequivocally committed to the principles of equal employment.

Job Description General Description The Corporate Finance Analyst is responsible for supporting senior professionals in a number of key areas including corporate finance and investor relations. This position reports to the SVP, Capital Markets. This position requires three days a week in our Stamford, CT office, and two days are work from home. Responsibilities Essential Functions: Assist in diligence, origination, and execution of financings, including capital market issuances and various bank debt products Monitor existing financing structures along with other peer transactions Build out and maintain financial models related to financing transactions Build clear and comprehensive presentation materials to key internal and external stakeholders including rating agencies and investors Assist in reporting lessee updates and other due diligence requests from capital providers and JV affiliate(s) Assist with investor relations presentation materials and analysis as needed Develop relationships with key capital market participants and internal counterparties, including commercial, pricing, legal, finance and accounting, and technical teams Position Requirements Formal Education and Certification B.A or B.S in Finance, Economics or other related degree Knowledge and Experience 1-3 years in structured finance, corporate banking, debt capital markets, related quantitative fields preferred Experience in aircraft leasing/aviation sector or in a bank or Big 4 analyst program is a plus Excellent financial modeling and presentation skills (advanced Excel + PowerPoint) Broad understanding of basic accounting and the ability to interpret financial statements Proficient with Bloomberg functionality Competencies Strong analytical skills with attention to detail Strong communication skills; able to work with all levels of management and be comfortable presenting in a clear and concise manner Team player: ability to work successfully with a variety of personalities and disciplines across the organization Ability to represent the organization professionally and to cultivate and maintain relationships with funding and capital partners. Excellent work ethic and willingness to contribute broadly to achieve team and company objectives Must be able to handle multiple responsibilities under pressure. Travel This position will not require travel. We are not looking to work with outside employment agencies to fill this role.

We are seeking an experienced and highly skilled Senior Financial Planner to join our team. This individual will be responsible for providing comprehensive financial planning and wealth management services. The ideal candidate will have deep expertise in financial planning strategies, investment management, tax efficiency, estate planning, and retirement planning. They will work closely with clients to develop and implement personalized financial plans, ensuring their long-term financial success. Requirements Education: Bachelor's degree in finance, business, accounting, or a related field (Master's degree preferred). Certifications: CFP (Certified Financial Planner) required; CFA, CPA, or other relevant designations are a plus. Experience: Minimum of 7-10 years of experience in financial planning, wealth management, or investment advisory roles. Technical Skills: Proficiency in financial planning software (e.g., eMoney, MoneyGuidePro). Strong knowledge of investment strategies, retirement planning, estate planning, and tax-efficient wealth management. Experience with CRM systems (e.g., Salesforce) and portfolio management tools. Benefits Competitive base salary with performance-based bonuses. Comprehensive health, dental, and vision insurance. 401(k) plan with company match. Professional development opportunities, including continuing education reimbursement. A collaborative and client-focused work environment.

Job Description This role is critical in managing investor contractual relationships, guiding the company's understanding of regulatory frameworks and fostering a culture of integrity and ethical practices. You'll collaborate with other attorneys in a small team, senior leadership and cross-functional teams to proactively manage legal risk and guide the company's investment-related legal efforts. Responsibilities: Manage maintain and advise on fund offering documents, navigate and manage ongoing side letters and agreements for separately managed accounts Advise on financial market and global trading regulatory obligations, including filings, cybersecurity requirements, and all manner of nuanced topics in the financial market space Support the company's compliance with SEC regulatory requirements and industry best practices by working closely with the company's Chief Compliance Officer and staff Provide guidance to Compliance, Technology, Finance, Investor Relations, and Management teams on financial and business legal risks Monitor and interpret changes in securities laws, SEC regulations, and corporate governance trends. Manage legal efforts to establish counterparty agreements including global clearing and ISDA agreements. Assist with Fund board of director meetings and board governance matters. Support other attorneys on a variety of business and technology legal responsibilities. Support internal investigations and respond to regulatory inquiries as needed. Help develop and maintain internal policies and procedures related to securities law compliance. Requirements J.D. from an accredited law school and admission to a U.S. state bar. At least 5 years of relevant legal experience, preferably with a combination of law firm and in-house public company experience. Substantive experience advising on the Investment Advisers Act, Securities Act, and related SEC regulatory regimes. Deep understanding of US and global security regulations, including SEC, CFTC, NFA and FCA frameworks Strong grasp of corporate governance, board operations and fiduciary obligations Prior experience drafting and negotiating fund offering documents, side letters, ISDAs, NDAs, and other complex financial agreements. Ability to come 4 days per week in office with greater flexibility over time Benefits Competitive salary, plus bonus based on individual and company performance. Collaborative, casual, and friendly work environment while solving the hardest problems in the financial markets. PPO Health, dental and vision insurance premiums fully covered for you and your dependents. Pre-Tax Commuter Benefits - making your commute smoother. Trexquant is an Equal Opportunity Employer

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

The Executive Wealth Group at Ameriprise Financial is committed to delivering exceptional wealth management solutions with a client-first mindset. As a high-performing and fast-growing practice, we specialize in comprehensive financial planning, investment management, and estate strategies for high-net-worth individuals and families. We are actively expanding through strategic practice acquisition and are looking for an ambitious, relationship-focused Associate Financial Advisor to grow with us. We're offering more than just a job - this is a career track opportunity for a growth-minded advisor who is ready to take on real responsibility and build lasting relationships. As our Associate Financial Advisor, you'll assist the firm's founding partners in managing relationships with top-tier clients in a "second-chair" advisory role - gaining exposure, mentorship, and credibility. Additionally, after an appropriate amount of time you will be given a set of client relationships to manage and deepen. In addition, you'll be strategically positioned to receive new clients from future advisory practice acquisitions, allowing you to expand your impact and income potential significantly. Key Responsibilities * Manage and deepen relationships within an assigned client book of business, delivering holistic financial advice in line with Ameriprise's standards. * Collaborate with the lead advisor in a second-chair capacity to serve complex client relationships and support ongoing financial planning, review meetings, and implementation. * Onboard and build new client relationships that come through the firm's inorganic growth strategy (practice acquisitions). * Prepare and deliver client meetings across financial planning areas including investment, retirement, tax strategy, insurance, and estate planning. * Proactively identify planning opportunities and coordinate implementation. * Maintain accurate and timely client records in CRM and planning systems. * Uphold a white-glove service experience in every client interaction. What We're Looking For * 2-5 years of experience in financial planning or advisory services. * Series 7 & 66 (or ability to obtain promptly); CFP preferred but not required. * Strong interpersonal skills with the ability to build rapport and trust with clients. * A team-first attitude and a growth mindset - you see opportunity where others see obstacles. * Comfortable with both the technical and relational sides of financial advising. * Ambition to become a lead advisor and grow your own book of business within our ecosystem. At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. This position is with an Ameriprise Financial Franchise owner. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time

General Description The Corporate Finance Analyst is responsible for supporting senior professionals in a number of key areas including corporate finance and investor relations. This position reports to the SVP, Capital Markets. This position requires three days a week in our Stamford, CT office, and two days are work from home. Responsibilities Essential Functions: Assist in diligence, origination, and execution of financings, including capital market issuances and various bank debt products Monitor existing financing structures along with other peer transactions Build out and maintain financial models related to financing transactions Build clear and comprehensive presentation materials to key internal and external stakeholders including rating agencies and investors Assist in reporting lessee updates and other due diligence requests from capital providers and JV affiliate(s) Assist with investor relations presentation materials and analysis as needed Develop relationships with key capital market participants and internal counterparties, including commercial, pricing, legal, finance and accounting, and technical teams Position Requirements Formal Education and Certification B.A or B.S in Finance, Economics or other related degree Knowledge and Experience 1-3 years in structured finance, corporate banking, debt capital markets, related quantitative fields preferred Experience in aircraft leasing/aviation sector or in a bank or Big 4 analyst program is a plus Excellent financial modeling and presentation skills (advanced Excel + PowerPoint) Broad understanding of basic accounting and the ability to interpret financial statements Proficient with Bloomberg functionality Competencies Strong analytical skills with attention to detail Strong communication skills; able to work with all levels of management and be comfortable presenting in a clear and concise manner Team player: ability to work successfully with a variety of personalities and disciplines across the organization Ability to represent the organization professionally and to cultivate and maintain relationships with funding and capital partners. Excellent work ethic and willingness to contribute broadly to achieve team and company objectives Must be able to handle multiple responsibilities under pressure. Travel This position will not require travel. We are not looking to work with outside employment agencies to fill this role.