Finance planner jobs in Wilmington, NC - 88 jobs

Pay: $150,000.00 - $350,000.00 per year Why This Is a Great Opportunity High payout model with realistic first year earnings often in the low to mid 200,000s for advisors bringing a 35,000,000 plus book, with no hard cap on upside. True independence to manage your client relationships and investment approach while leveraging an established, research driven RIA platform. Clear long term path to equity and the potential to take over a sizable existing book in the future. Ability to offer clients a firm with a 30 plus year GIPS compliant performance track record and institutional grade credibility. Build your practice in a desirable coastal market with affluent clients and strong organic growth potential. Relocation is genuinely welcomed and relocation packages are available for strong advisors who want to move to Wilmington. Location Based in the greater Wilmington, North Carolina area. This is not a fully remote role. You will have a flexible, advisor driven schedule, with the ability to work independently and meet clients where it makes the most sense, while maintaining a regular in person presence at the office for collaboration and client meetings. Local candidates are preferred, and relocation to Wilmington with employer supported relocation assistance is welcomed for the right advisor. Note To be considered, you must currently manage at least 35,000,000 in portable client assets, be appropriately licensed to act as an Investment Advisor Representative, and be comfortable with a high payout, fee based compensation model rather than a traditional base salary. For the right advisor, a transition draw structure against future advisory fees may be available to support you during your move and initial ramp up. About Our Client Our client is a boutique, independent Registered Investment Advisor based in coastal North Carolina. The firm has managed discretionary separate accounts for decades using a concentrated, research intensive large cap value strategy that is GIPS compliant and independently verified. They are now building out a wealth management division that pairs high quality investment management with comprehensive planning and personalized client service. Job Description Lead the launch and growth of a new wealth management offering under an established independent RIA brand. Transition and manage your existing book of client relationships, with full autonomy over planning, advice, and portfolio construction. Deliver holistic wealth management, including financial planning, investment strategy, retirement planning, tax aware portfolio structuring, and estate planning coordination. Collaborate with the firms portfolio manager and research team to align client portfolios with a long term, value oriented investment philosophy where appropriate. Serve as the primary trusted advisor for high net worth and mass affluent households, focusing on long term relationships rather than product sales. Develop new business through referrals, centers of influence, and the firms relationships with affluent families and business owners in the Wilmington area. Meet with clients in person in the Wilmington region and maintain a consistent but flexible in office presence for collaboration with the founder and team. Ensure compliance with RIA regulations and firm policies, working closely with an experienced compliance function. Participate in firm level discussions on strategy and growth, with an eye toward future equity participation and potential succession into an existing book. Qualifications 4+ years of experience as a Financial Advisor, Wealth Advisor, Investment Advisor Representative, or similar client facing advisory role. Proven track record managing and retaining client relationships, with at least 35,000,000 in reasonably portable fee based AUM. Strong skills in financial planning, portfolio construction, and investment advice for high net worth or mass affluent clients. Appropriate licenses to act as an Investment Advisor Representative such as Series 65 or equivalent, with the ability to update state registrations upon joining. Client first, ethical approach with a desire to operate in a fee only, independent environment. Comfort working entrepreneurially to build and grow a practice while leveraging firm infrastructure and brand. Willingness to live in or relocate to the Wilmington, North Carolina area and maintain regular in person contact with clients and the firm. Why Youll Love Working Here You gain the freedom of an independent advisor with the backing of a long tenured RIA and a strong, verified performance record to show your clients. You can shape and grow a wealth management platform from the ground up, with a real voice in how the offering evolves. You have a clear, realistic path to equity and long term succession opportunities, not just a production grid. You will work closely with an experienced founder who values collaboration, integrity, and thoughtful, research driven investing. You can build a high quality lifestyle in a growing coastal market with a strong influx of affluent retirees and business owners. JPC-522 Job Type: Full-time Benefits: Dental insurance Life insurance Paid time off Retirement plan Vision insurance

The Wealth Advisor is responsible for providing comprehensive wealth management and financial planning services to REV members in North Carolina. This role focuses on building and deepening long-term advisory relationships, delivering personalized investment and planning strategies, and supporting members through all stages of their financial journey. The Wealth Advisor partners with branch teams and internal stakeholders to grow advisory relationships, ensure regulatory compliance, and deliver an exceptional member experience aligned with REV's mission and values. Duties & Responsibilities Assumes responsibility for member relationship management and advisory services: * Serves as the primary wealth advisor for assigned members, providing holistic financial planning and investment guidance. * Builds and deepens long-term advisory relationships through regular reviews, proactive outreach, and ongoing financial education. * Conducts needs-based consultations to understand member goals related to retirement, investments, insurance, and overall wealth strategy. * Provides guidance on asset allocation, risk management, asset growth planning, and income planning in retirement. * Responds to member inquiries related to account positions, withdrawals, and fund transfers in a timely and professional manner. * Ensures a consistent, high-quality advisory experience across all member interactions. Assumes responsibility for investment planning and portfolio management: * Recommends and manages investment solutions in alignment with member objectives, risk tolerance, and regulatory requirements. * Monitors portfolio performance and market conditions, adjusting strategies as appropriate. * Provides clear explanations of investment concepts, risks, and performance in an easy-to-understand manner. * Utilizes an open product platform and approved third-party partners to support effective portfolio construction. * Maintains accurate documentation of recommendations, transactions, and ongoing portfolio activity. Assumes responsibility for business development and growth: * Develops new advisory relationships through branch referrals, internal partnerships, and personal marketing efforts. * Grows book of business through asset consolidation, networking, asset growth, and member referrals. * Participates in community involvement activities including employer groups, HOA meetings, chambers of commerce, and similar outreach. * Partners with branch and leadership teams to expand REV's wealth management presence in North Carolina. Assumes responsibility for compliance, documentation, and risk management: * Ensures all advisory activities comply with FINRA, Cetera, and REV policies, procedures, and regulatory requirements. * Maintains required documentation to support suitability, disclosures, and supervisory review. * Keeps all licenses, registrations, and continuing education requirements current. * Identifies and escalates potential compliance or risk concerns to leadership as appropriate. * Participates in audits, exams, and internal reviews, maintaining files in a ready state. Assumes responsibility for collaboration and professional contribution: * Builds strong working relationships with branch staff, leadership, and internal partners. * Serves as a trusted resource for internal teams regarding wealth management solutions and member suitability. * Demonstrates initiative, professionalism, and adaptability within a collaborative advisory environment. * Assumes responsibility for related duties as required or assigned. Assumes responsibility for related duties as required or assigned. Skills & Qualifications Education/Certifications & Experience: * Bachelor's Degree in Finance, Business, or related field preferred; or equivalent combination of education and experience. * Minimum five (5) years of experience in wealth management, financial advisory, or investment services. * Active and valid FINRA Series 7 license required. * Active and valid Series 66 license or Series 63/65 required. * State life, health, disability, and variable insurance licenses required. * Strong understanding of securities including stocks, bonds, mutual funds, UITs, and ETFs. * Knowledge of insurance products including annuities, life insurance, and long-term care. Skills/Abilities: * Strong relationship-building skills with the ability to establish trust and credibility. * Excellent communication and presentation skills, both verbal and written. * Highly organized and detail-oriented with the ability to manage multiple client relationships. * Strong consultative, analytical, and problem-solving skills. * Ability to explain complex financial concepts in a clear and relatable manner. * Digitally proficient with financial planning tools, CRM systems, and investment platforms. * Self-motivated, results-driven, and committed to delivering exceptional member experiences. * Demonstrates professionalism, integrity, and alignment with REV's values. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

The Wealth Advisor is responsible for providing comprehensive wealth management and financial planning services to REV members in North Carolina. This role focuses on building and deepening long-term advisory relationships, delivering personalized investment and planning strategies, and supporting members through all stages of their financial journey. The Wealth Advisor partners with branch teams and internal stakeholders to grow advisory relationships, ensure regulatory compliance, and deliver an exceptional member experience aligned with REV's mission and values. Duties & Responsibilities Assumes responsibility for member relationship management and advisory services: Serves as the primary wealth advisor for assigned members, providing holistic financial planning and investment guidance. Builds and deepens long-term advisory relationships through regular reviews, proactive outreach, and ongoing financial education. Conducts needs-based consultations to understand member goals related to retirement, investments, insurance, and overall wealth strategy. Provides guidance on asset allocation, risk management, asset growth planning, and income planning in retirement. Responds to member inquiries related to account positions, withdrawals, and fund transfers in a timely and professional manner. Ensures a consistent, high-quality advisory experience across all member interactions. Assumes responsibility for investment planning and portfolio management: Recommends and manages investment solutions in alignment with member objectives, risk tolerance, and regulatory requirements. Monitors portfolio performance and market conditions, adjusting strategies as appropriate. Provides clear explanations of investment concepts, risks, and performance in an easy-to-understand manner. Utilizes an open product platform and approved third-party partners to support effective portfolio construction. Maintains accurate documentation of recommendations, transactions, and ongoing portfolio activity. Assumes responsibility for business development and growth: Develops new advisory relationships through branch referrals, internal partnerships, and personal marketing efforts. Grows book of business through asset consolidation, networking, asset growth, and member referrals. Participates in community involvement activities including employer groups, HOA meetings, chambers of commerce, and similar outreach. Partners with branch and leadership teams to expand REV's wealth management presence in North Carolina. Assumes responsibility for compliance, documentation, and risk management: Ensures all advisory activities comply with FINRA, Cetera, and REV policies, procedures, and regulatory requirements. Maintains required documentation to support suitability, disclosures, and supervisory review. Keeps all licenses, registrations, and continuing education requirements current. Identifies and escalates potential compliance or risk concerns to leadership as appropriate. Participates in audits, exams, and internal reviews, maintaining files in a ready state. Assumes responsibility for collaboration and professional contribution: Builds strong working relationships with branch staff, leadership, and internal partners. Serves as a trusted resource for internal teams regarding wealth management solutions and member suitability. Demonstrates initiative, professionalism, and adaptability within a collaborative advisory environment. Assumes responsibility for related duties as required or assigned. Assumes responsibility for related duties as required or assigned. Skills & Qualifications Education/Certifications & Experience: Bachelor's Degree in Finance, Business, or related field preferred; or equivalent combination of education and experience. Minimum five (5) years of experience in wealth management, financial advisory, or investment services. Active and valid FINRA Series 7 license required. Active and valid Series 66 license or Series 63/65 required. State life, health, disability, and variable insurance licenses required. Strong understanding of securities including stocks, bonds, mutual funds, UITs, and ETFs. Knowledge of insurance products including annuities, life insurance, and long-term care. Skills/Abilities: Strong relationship-building skills with the ability to establish trust and credibility. Excellent communication and presentation skills, both verbal and written. Highly organized and detail-oriented with the ability to manage multiple client relationships. Strong consultative, analytical, and problem-solving skills. Ability to explain complex financial concepts in a clear and relatable manner. Digitally proficient with financial planning tools, CRM systems, and investment platforms. Self-motivated, results-driven, and committed to delivering exceptional member experiences. Demonstrates professionalism, integrity, and alignment with REV's values. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Why This Is a Great Opportunity High payout model with realistic first year earnings often in the low to mid 200,000s for advisors bringing a 35,000,000 plus book, with no hard cap on upside. True independence to manage your client relationships and investment approach while leveraging an established, research driven RIA platform. Clear long term path to equity and the potential to take over a sizable existing book in the future. Ability to offer clients a firm with a 30 plus year GIPS compliant performance track record and institutional grade credibility. Build your practice in a desirable coastal market with affluent clients and strong organic growth potential. Relocation is genuinely welcomed and relocation packages are available for strong advisors who want to move to Wilmington. Location Based in the greater Wilmington, North Carolina area. This is not a fully remote role. You will have a flexible, advisor driven schedule, with the ability to work independently and meet clients where it makes the most sense, while maintaining a regular in person presence at the office for collaboration and client meetings. Local candidates are preferred, and relocation to Wilmington with employer supported relocation assistance is welcomed for the right advisor. Note To be considered, you must currently manage at least 35,000,000 in portable client assets, be appropriately licensed to act as an Investment Advisor Representative, and be comfortable with a high payout, fee based compensation model rather than a traditional base salary. For the right advisor, a transition draw structure against future advisory fees may be available to support you during your move and initial ramp up. About Our Client Our client is a boutique, independent Registered Investment Advisor based in coastal North Carolina. The firm has managed discretionary separate accounts for decades using a concentrated, research intensive large cap value strategy that is GIPS compliant and independently verified. They are now building out a wealth management division that pairs high quality investment management with comprehensive planning and personalized client service. Job Description Lead the launch and growth of a new wealth management offering under an established independent RIA brand. Transition and manage your existing book of client relationships, with full autonomy over planning, advice, and portfolio construction. Deliver holistic wealth management, including financial planning, investment strategy, retirement planning, tax aware portfolio structuring, and estate planning coordination. Collaborate with the firm's portfolio manager and research team to align client portfolios with a long term, value oriented investment philosophy where appropriate. Serve as the primary trusted advisor for high net worth and mass affluent households, focusing on long term relationships rather than product sales. Develop new business through referrals, centers of influence, and the firm's relationships with affluent families and business owners in the Wilmington area. Meet with clients in person in the Wilmington region and maintain a consistent but flexible in office presence for collaboration with the founder and team. Ensure compliance with RIA regulations and firm policies, working closely with an experienced compliance function. Participate in firm level discussions on strategy and growth, with an eye toward future equity participation and potential succession into an existing book. Requirements Qualifications 4+ years of experience as a Financial Advisor, Wealth Advisor, Investment Advisor Representative, or similar client facing advisory role. Proven track record managing and retaining client relationships, with at least 35,000,000 in reasonably portable fee based AUM. Strong skills in financial planning, portfolio construction, and investment advice for high net worth or mass affluent clients. Appropriate licenses to act as an Investment Advisor Representative such as Series 65 or equivalent, with the ability to update state registrations upon joining. Client first, ethical approach with a desire to operate in a fee only, independent environment. Comfort working entrepreneurially to build and grow a practice while leveraging firm infrastructure and brand. Willingness to live in or relocate to the Wilmington, North Carolina area and maintain regular in person contact with clients and the firm. Benefits Why You'll Love Working Here You gain the freedom of an independent advisor with the backing of a long tenured RIA and a strong, verified performance record to show your clients. You can shape and grow a wealth management platform from the ground up, with a real voice in how the offering evolves. You have a clear, realistic path to equity and long term succession opportunities, not just a production grid. You will work closely with an experienced founder who values collaboration, integrity, and thoughtful, research driven investing. You can build a high quality lifestyle in a growing coastal market with a strong influx of affluent retirees and business owners. Benefits: Dental insurance Life insurance Paid time off Retirement plan Vision insurance

About You: Are you looking for an opportunity to impact your community, help build a legacy for yourself and your clients, and find the independence and flexibility you seek without being alone? As an Financial Advisor supported by The Pelora Group, you'll be part of a community of professionals that help will help you determine your purpose, execute your vision, and build your business. You will be a great partner for The Pelora Group if: You're working in financial services and want to take your practice to the next level You place a high value on relationships and your client's experience Have alignment with our firm's core values of Balance, Growth, Authenticity, Conviction, and Stewardship You appreciate the differences in everyone's situation and have the desire to learn what success means to each client and family that you serve. You thrive on expanding personal knowledge and skills through ongoing professional development You have a strong desire to make a positive impact on your community both professionally and personally You love meeting new people and building a network You are self-motivated and will work determinedly to achieve your vision of success The Pelora Group will be a great partner for you if: You desire to join a community of professionals who are as passionate about your success as you are You value collaboration and localized expert resources You appreciate the idea of being independent but not alone while building and scaling your business. You enjoy the idea of partnering with a team that will help you navigate change, enhance productivity and come alongside you to help you achieve your goals. You would love to build lifelong relationships with other financial professionals and staff through company trips, events, team building and shared experiences. Requirements: FINRA licensed series 7/66 preferred Life & Health Licensed #LI-MMC1

Lead the launch and growth of a new wealth management offering under an established independent RIA brand. Transition and manage your existing book of client relationships, with full autonomy over planning, advice, and portfolio construction. Deliver holistic wealth management, including financial planning, investment strategy, retirement planning, tax aware portfolio structuring, and estate planning coordination. Collaborate with the firm's portfolio manager and research team to align client portfolios with a long term, value oriented investment philosophy where appropriate. Serve as the primary trusted advisor for high net worth and mass affluent households, focusing on long term relationships rather than product sales. Develop new business through referrals, centers of influence, and the firm's relationships with affluent families and business owners in the Wilmington area. Meet with clients in person in the Wilmington region and maintain a consistent but flexible in office presence for collaboration with the founder and team. Ensure compliance with RIA regulations and firm policies, working closely with an experienced compliance function. Participate in firm level discussions on strategy and growth, with an eye toward future equity participation and potential succession into an existing book. Qualifications 4+ years of experience as a Financial Advisor, Wealth Advisor, Investment Advisor Representative, or similar client facing advisory role. Proven track record managing and retaining client relationships, with at least 35,000,000 in reasonably portable fee based AUM. Strong skills in financial planning, portfolio construction, and investment advice for high net worth or mass affluent clients. Appropriate licenses to act as an Investment Advisor Representative such as Series 65 or equivalent, with the ability to update state registrations upon joining. Client first, ethical approach with a desire to operate in a fee only, independent environment. Comfort working entrepreneurially to build and grow a practice while leveraging firm infrastructure and brand. Willingness to live in or relocate to the Wilmington, North Carolina area and maintain regular in person contact with clients and the firm.

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.

Job DescriptionTake command of your career with New York Life. You've served our country and served it well. Whether overseas or on home soil, the men and women of our military such as yourself deserve to be recognized for what you are: team-oriented, hardworking leaders. New York Life hopes to give you another opportunity to use these attributes in a new field and in a completely different way. At New York Life, you're in control of your career journey. You can grow your practice with the backing of a Fortune 100 company that is a leader in the financial services industry. You will have the ability to work with the veteran community and your own personal network. In working with these markets, you will improve their lives and the lives of their family and friends via appropriate decision-making, ethical integrity, and a strong commitment to your work. New York Life is the largest mutual life insurance company in the United States 1 and holds the highest financial strength ratings currently awarded to any life insurer in the United States.2 We proudly have more MDRT members than any other company and know what it takes to help you be successful.3 If you are determined to succeed, then New York Life is positioned to provide you with the strength and support to help build your own practice. What we offer... Wide ranges of products to address clients' needs. With New York Life, you can offer diverse products and services to help meet your clients' protection and financial needs. These products include: life insurance, annuities, long term care insurance, disability insurance and investment products offered through our broker-dealer arm NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency, and workplace solutions offered by our Business Solutions division. You can also use our sponsored marketing agreements to offer non-proprietary products to your clients, such as group health insurance. Enhance your wealth planning practice by becoming a Financial Advisor with our investment advisory affiliate Eagle Strategies LLC, a Registered Investment Adviser. As a New York Life Agent, you will also have access to the company's Advanced Planning Group for large and complex case design and support for your clients. Flexibility to operate your practice. With the flexibility to work in one of our 115 offices nationally or work in a detached location, New York Life provides a strong foundation for your success. Additionally, you can choose whether to market under the New York Life brand or your own business name with a DBA. You have the flexibility at New York Life to do what's right for your practice. Support and development opportunities to grow your practice. New York Life will invest in you and your business from the start, with a product and developmental support team dedicated to your success that will never compete with you for sales. Leverage New York Life's industry-leading learning platform for continuing education and specialization. Through our Practice Models learning paths, we provide the opportunity to specialize and hone market expertise in areas such as Financial Guidance, Retirement Planning,4 Wealth Advisory,5 and Estate Planning. Beyond formal continuing education opportunities and reimbursement for obtaining certain industry professional designations, New York Life offers strong peer-to-peer support options, including study groups and mentorship opportunities. You'll also get rewarded and acknowledged with our sales incentives and professional development trips for top performing agents. How we will compensate you. The average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements in 2022 was $115,917.6 In that same year, the average income of the top 50 of those agents was $1.59M.6 Benefits include medical, dental, vision, a 401(k) and pension.7 About New York Life... As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interest of our clients, not with outside investors or Wall Street. Our focus is on delivering value to our clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. Every year since 1854, we've paid dividends to eligible policyholders.8 To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. Awards & Accolades... We're proud of our financial strength2 A++ Superior (A.M. Best) AAA Exceptionally Strong (Fitch) Aaa Exceptional (Moody's) AA+ Very Strong (Standard & Poor's) We're proud of the training we offer 9 Training Magazine's APEX Award for 2022 We're proud the be recognized by organizations that also value diversity. Latino Leaders: 2022 Best Companies for Latinos to Work For Human Rights Campaign: 2022 Corporate Equality Index Forbes 2022: America's Best Employers for Diversity We're proud of the help we've provided and continue to provide our clients10 5.3 million lives protected (includes all owners of individual life insurance and annuity policies) $4.5 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.) $579 million lifetime annuity income paid (includes all payouts on individual income annuity products) Nearly $1.2 trillion life insurance protection in force (includes term, whole, and universal life)11 New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity 1. Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 5/23/22. For methodology, please see ******************************* 2. Individual Third-Party Rating Reports for financial strength: A.M. Best A++, Fitch Ratings AAA, Moody's Aaa, and Standard & Poor's AA+ (as of 10/18/2022). 3. New York Life agents have led the Million Dollar Round Table for 68 consecutive years. 1,484 of MDRT members are New York Life professionals. Source: MDRT, July 2022 4. Retirement Planning specialization: Must be a Registered Representative with NYLIFE Securities LLC, member FINRA/SIPC, a Licensed Insurance Agency and a New York Life Company. 5. Wealth Advisory specialization: Must be a Financial Advisor affiliated with Eagle Strategies LLC, A Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 6. Based on 2022 company data for 7,603 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus, who were active as of December 31, 2022. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied. 7. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason. 8. Dividends are not guaranteed. 9. A full list of our awards is available here: *************************************************************** 10. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2022. 11. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2022. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,166.01 billion at December 31, 2022 (including $180.61 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation.

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

Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security. · 3 out of 4 of our Financial Advisors are veterans or military spouses. · With 165+ offices nationwide, many are located near military installations. First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters. What our Financial Advisors do: They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals. They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office. They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions. They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process. You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses. Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office. As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period. What to expect after training: At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses. We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities. Set your own schedule to manage work-life balance. Portable career opportunities throughout the United States which allow your career to move with you. Desired Qualifications: Military experience or affiliation Bachelor's degree Proven leadership skills Learn more about First Command: First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command.

Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth as you build your business. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

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

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you will be based in Wilmington, NC. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC's referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors' success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Wealth Management, we are passionate about our values and helping our advisors build their future. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. **Job Description** + Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate. + Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently. + Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed. + Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity. + Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: + **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. + **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. **Qualifications** Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. **Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management **Competencies** Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling. **Work Experience** Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required. **Benefits** PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com . **Disability Accommodations Statement** If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. **Equal Employment Opportunity (EEO)** PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. **California Residents** Refer to the California Consumer Privacy Act Privacy Notice (****************************************************************************************************** to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

This role is part of Portfolio Management and Administration team (PMA), which is a closely integrated, cross-functional specialized team that provides various critical functions to different business lines within RBC Capital Markets and Central Funding. PMA provides transactional execution and administrative support for Securitization Financing transactions globally (Unites States, Canada, Europe, and Australia which are either funded directly on RBC's balance sheet or via the issuance of commercial paper by one of seven multi-seller RBC administered commercial paper conduits. Within Alternate Finance PMA also supports three key business lines: (1) CLO Warehousing, (2) Term Loan Financing and (3) Private Credit Finance. This position will provide both administrative and oversight functions for the various financing structures. Responsibilities will include reviewing legal documents, facilitating client fundings and repayments, reconciling P&L and ensuring RBC's books and records accurately reflect exposures. Oversight duties also involve ensuring proper internal transaction approvals are obtained, monitoring warehouse loan activity against internal limits and confirming that proper documentation is retained. PMA is a center of excellence in supporting structured finance transactions, and this role will also include nuances of operational, compliance, project management, communicating with operational groups across RBC to ensure proper accounting, recording and reporting of transactions, compiling data for internal and external constituents. The roles also entail and performing a variety of administrative functions to ensure compliance with applicable by-laws, transaction legal documents and relevant RBC Enterprise Wide policies and procedures. Hiring Requirements What will you do? As a Junior Transaction Execution Team Member: Facilitate AML/KYC on-boarding of new clients with FO origination Team, external legal and Client. Working with origination and senior team members, develop knowledge of transactions and understanding of legal documents to be able to populate all static data for new client in CCMS and LoanFin proprietary application. Make sure all data is accurate and complete. Review and validate funding/wire details at closing, and in all subsequent funding request from clients and communicate details to GLA as required. Review and validate interest revenue on RBC's general ledger and distribute client invoices. Review administration sections of transaction legal documentation, including fee letters, to help ensure RBC can book and properly administer the transaction as described in the agreements. Participate in due diligence meetings, where possible. Ensure appropriate internal business partners are informed of new transactions (i.e. Product Control, Financial Control, /Legal,Capital Measurement) Ensure transactions comply with RBC Policies and Procedures before closing. As a Junior Portfolio Manager for designated products: Develop a thorough understanding of the transactions (know similar or different features compared to other transactions in your portfolios), the portfolio report, portfolio characteristics and credit enhancement calculations in each transaction to help ensure accurate capture and reporting of deal performance to all business constituents. Help set portfolio administration standards and metrics to be monitored and develop procedures and processes to help ensure consistent and accurate reporting for both new and existing transactions. Develop a thorough understanding of the transactions (know similar or different features compared to other transactions to facilitate SPV reporting (i.e. Volker Repository, SPE Sponsorship checklist and Defacto Control Macro Template). Where applicable, work with internal and external business partners to resolve operational or other issues. Help ensure required deal related documentation is retained, including transaction legal documents, borrowing and paydown notices, and client invoices. As Transaction Support Administrator: Responsible to coordinate and ensure proper transaction approvals are obtained for all transactions (i.e. ComCom scheduling & approval, GRM, Catena, KYC). Set-up/input transaction and entity data properly in RBC systems (i.e. CCMS, Fenergo), and transaction details are communicated to operational support teams. Maintain the Facility Authorized Amount in CCMS, based off of equity in the structure and pending underlying collateral trades as the regulatory capital is keyed off this amount. Business liaison, primary point of contact and group expert with KYC/AML groups. From the business side, run the KYC annual refresh exercises; communicate all requirements to Origination and Client to assist with gathering required information. Compile various transaction status lists (ex. quarterly forward-looking compliance items) for internal and external constituents. Additional Responsibilities: Participate in projects to implement new products, transaction types or expansion of existing products to new jurisdictions. Projects may also include enhancement to processes or systems. Assist for related portfolios with internal and external audit of supported businesses. Proactively identify operational risks / control deficiencies in the business. Review and comply with RBC Policies applicable to your business activities. Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functions promptly. Failure to do so may subject you to disciplinary action, up to and including termination. What you need to succeed? 1 - 2 years of relevant securitization experience highly preferred. Candidates with less than one year of full-time work experience should have relevant internship experience. BS in finance, accounting, or related subject. Possess strong written and oral communication skills. Ability to prioritize and effectively manage a large workload in a high-pressure environment. Ability to multi-task with little supervision. Ability to inter-act effectively and establish good working relationships with both RBC staff and external constituents. Ability to manipulate large data sets. High proficiency in Microsoft Word, PowerPoint & Excel. Demonstrated analytical and problem-solving skills. What's in it for you? RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC's high-performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value Job Skills Adaptability, Critical Thinking, Customer Service, Detail-Oriented, Financial Engineering, Financial Statement Analysis, Investments Analysis, Personal Development, Personal Initiative, Teamwork Additional Job Details Address: 2751 CENTERVILLE ROAD:WILMINGTON City: Wilmington Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: CAPITAL MARKETS Job Type: Regular Pay Type: Salaried Posted Date: 2025-11-05 Application Deadline: 2026-02-28 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective **Job Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: + Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs + Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies + Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies + Source prospective clients and capitalize on referrals + Deliver customized solutions and the full resources of Bank of America Merrill + Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience + Established and portable practice with a minimum of $1MM in production + Experience managing client portfolios and driving growth + Proven relationship building and business development skills Desired Skills: + Bachelor's degree or higher strongly preferred + Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent communication skills, both written and verbal + Highly entrepreneurial **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

We are Textron Systems, best known for innovative defense technologies and services\. We are a part of Textron Inc, one of the world's leading multi\-industry companies, recognized for its powerful brands such as Bell, Cessna, Beechcraft, E\-Z\-GO, Arctic Cat and many more\. Our company leverages its global network of aircraft, defense, industrial and finance businesses to provide customers with innovative products and services\. But our business is all about people - the customers who rely on us and the exceptional team that brings our mission to life\. We've been in the industry for more than 50 years and embraced the unique capabilities that come with being a mid\-sized player\. We bring the agility of a small business to meet our customers' most urgent requirements and empower our team members to push past possible\. We can scale quickly to solve the big problems, working across functions, sites, and business lines to make it happen\. We're comprised of 7 domains specializing in Air, Sea, Land, Weapons Systems, Electronic Systems, Propulsion, and Testing and Training Simulations\. Start your career in a big way by joining Textron Systems\. We are here to provide necessary and life\-changing services and products to our customers\. We are right where the real work happens\. By joining our team, you will gain exciting and versatile experiences from day one to fuel your growth\. Talent development is a big part of who we are\. Don't just start your career \- go big\. Visit TextronSystems\.com to read more about who we are and the products we make\! _About This Role_ The Financial Analyst position conducts analysis, maintains forecasts, and provides EACs for various programs\. Under direction of the Manager, Finance, the Analyst will generate and track monthly budgets, cost projections, and variance analysis, in addition to various Earned Value reports within the Weapons Systems Operating Unit\. Level II Responsibilities Support assigned programs with timely analysis, financial modeling and recommendations for decision making\.Use analysis to identify and investigate program issues and advise on appropriate course of action\.Conduct program analysis, maintain forecasts and provide monthly Estimate at Completion \(EACs\)\.Establish and maintain standard corporate financial reports and program Earned Value status reports\.Provide real time information to the Manager, Finance regarding changes in program financials and execution\.Analyze program data to ensure estimates are accurate and complete and are in accordance with SOX and Internal Controls\.Other duties as assigned\. Level III Responsibilities Use analysis and financial data to advise program managers and business leaders during monthly reviews and during critical business decisions\.Serve as primary liaison between Finance and Program leadership teams Provide real time information to the Manager, Finance regarding changes in program financials and execution\.Establish and maintain baselines and EACs in the Earned Value tool \(Deltek Cobra\) and lead the Program Team in Earned Value data reviews Create and maintain standard financial reports: orders, sales, cost, profit and cash flow forecasts, Monthly Program Status Reports, Earned Value reports Mentor and train junior staff to ensure robust Finance talent pipeline Analyze program data to ensure estimates are accurate and complete and are in accordance with SOX and Internal Controls\. Other duties as assigned\. + Pay range for level II is $75,100 \- $112,500 + Pay range for level III $92600 \- $139,600 Qualifications Bachelor's Degree required, degrees in Accounting or Finance preferred\. Position Requirements: 2 years minimum of experience in Accounting, Finance, or related field\. 5 years minimum for those hired at Level III\. Must have the ability to be a self\-starter and work with minimal supervision\.Advanced MS Excel skills are required, including data modeling\.Must be comfortable with large amounts of data\.Oracle experience is a plus Program Finance/Government contracting preferred\.Program baselining, forecasting, and financial support required\.Experience with Earned Value Management and Deltek Cobra is required for Level IIIFamiliarity with FAR/DFAR is preferred This position requires an individual to be a U\.S citizen with the ability to obtain a security clearance _How We Care_ At Textron Systems, our talented people make us successful\. We promote an inclusive environment where we value individuality, differences, and unique perspectives\. Our Company is committed to offering employees opportunities to grow and develop\. Our benefits and compensation packages are designed to help our talented employees excel and achieve their goals, so they can make a difference every day in and outside of the workplace\. Below are just a few examples\! \- Flexible Work Schedules \- Education Assistance \- Career Development & Training Opportunities \- Wellness Program \(including Fitness Reimbursement\) \- Medical, Dental, Vision & 401\(K\) with Company Funding \- Paid Parental Leave _Are you a Military Veteran?_ Textron's products and services are trusted everyday by those who protect our country\. We are dedicated to hiring these Veterans and aim to translate their skills to make an impact on our Company\. How We Care At Textron Systems, our talented people make us successful\. We promote an inclusive environment where we value individuality, differences, and unique perspectives\. Our Company is committed to offering employees opportunities to grow and develop\. Our benefits and compensation packages are designed to help our talented employees excel and achieve their goals, so they can make a difference every day in and outside of the workplace\. Below are just a few examples\! \- Flexible Work Schedules \- Education Assistance \- Career Development & Training Opportunities \- Wellness Program \(including Fitness Reimbursement\) \- Medical, Dental, Vision & 401\(K\) with Company Funding \- Paid Parental Leave Are you a Military Veteran? Textron's products and services are trusted everyday by those who protect our country\. We are dedicated to hiring these Veterans and aim to translate their skills to make an impact on our Company\. Textron's compensation package includes competitive base pay and provides eligible employees with benefit programs\. Benefits may include health insurance and prescription plan coverage, dental insurance, family building benefits, vision insurance, mental health resources, flexible spending accounts, health savings accounts, retirement savings plans, life and disability insurance programs, and programs that provide employees time away from work\. The pay range should be used as a general guide only\. Compensation is based upon candidate experience and qualifications, as well as market and business considerations\. In compliance with the local pay transparency law, the pay range for this position is $75,100 \- $139,600 per year\. EEO Statement Textron is committed to providing Equal Opportunity in Employment, to all applicants and employees regardless of race, color, religion, age, national origin, military status, veteran status, disability, sex \(including pregnancy and sexual orientation\), genetic information or any other characteristic protected by law\. Recruiting Company: Textron Systems Primary Location: US-Massachusetts-Wilmington Job Function: Finance/Accounting Schedule: Full-time Job Level: Individual Contributor Job Type: Standard Shift: First Shift Travel: Yes, 20 % of the Time Job Posting: 01/23/2026, 11:48:26 AM Job Number: 338326

Key Responsibilities Cost Accounting & Analysis Maintain and update standard costs for materials, labor, and overhead in accordance with company policies Analyze variances between standard and actual costs, including material usage, labor efficiency, and overhead absorption Investigate cost variances and collaborate with cross-functional teams to identify root causes and corrective actions Support month-end and year-end close activities related to manufacturing costs and inventory valuation Budgeting & Forecasting Prepare and maintain manufacturing budgets, forecasts, and cost models Support annual standard cost roll-ups and re-costing activities Analyze budget vs. actual performance and provide actionable insights to management Assist in capacity planning and labor cost forecasting Operational & Financial Support Partner with Operations, Engineering, and Purchasing to evaluate cost reduction opportunities Analyze the cost impact of engineering changes, process improvements, and supplier pricing changes Support pricing, quoting, and margin analysis for new and existing products Ensure accuracy of Bills of Materials (BOMs), routings, and labor standards from a cost perspective Reporting & Compliance Develop and maintain cost reports, dashboards, and KPIs for manufacturing performance Ensure compliance with standard cost accounting practices, internal controls, and audit requirements Support internal and external audits related to inventory and cost accounting Qualifications Bachelor's degree in Accounting, Finance, Business, or a related field 3+ years of experience in manufacturing cost accounting or financial analysis Strong knowledge of standard cost accounting methodologies Experience analyzing material, labor, and overhead variances Proficiency in ERP systems (e.g., JDE) Advanced Excel skills (pivot tables, VLOOKUP/XLOOKUP, formulas) Advanced skills in Power BI or other data visualization tools (construction of reports and usage) Preferred Experience in discrete or job-shop manufacturing environments Familiarity with Lean manufacturing and continuous improvement initiatives Experience supporting pricing, quoting, or sales margin analysis Stanadyne is an equal opportunity employer and does not discriminate on the basis of race, religion, national origin, sex, gender, color, marital status, sexual orientation, disability, veteran status or any other protected class.

The Operations Finance Analyst II (OFAII) works under the supervision of the Manager of Finance. The Operations Finance Analyst II (OFAII) is committed to developing financial analysis of programs and projects, which incorporate knowledge and experience with financial reports, general ledgers, budgets, cost accounting, reimbursement/payment methods, and ability to work with large datasets. The position prepares in-depth analyses, reports, and presentations for the leadership team supported by historical, current data and developed data. The OFAII will develop and evolve performance dashboards based on organizational projects and customer feedback and will develop insightful forecasting tools to enable management teams to make strategic decisions timely. This position will develop month end close journal entries/analysis, budgeting, and cost center reviews. The duties and responsibilities of this position are technical in nature lending to both decision and project support. Performs other duties as assigned. PRIMARY JOB DUTIES - Provides advanced technical financial analyses and reporting as noted in the Job Summary. Develops predictive forward-looking models to support organizational decision making and forecasting. - Demonstrates the ability to use time effectively and prioritize assigned duties. - Effectively manages personal work schedule so that the agency operations are uninterrupted. - Demonstrates positive interpersonal relations in dealing with all members of the organization. - Effectively demonstrates the mission, vision, and values of the agency on a daily basis. - Maintains confidentiality. 1.0 100% QUALITY OF WORK: 1.1 40% Accounting, Decision Support and Analysis: Manages a variety of programmatic projects, business plans and cost/benefit analyses. The position will develop models, processes, workflows, and solutions to a broad range of financial and health industry aspects. Participates in annual budget development for all divisions of the company integrating insightful historical trends, financial models, and industry information. Participates in month end close by preparing journal entries as needed and researching volume and financial variances to budget, and creates tools to automate journal entry creation, financial analysis and forecasting. Assists with financial reporting and presentation preparation for monthly operations meetings, annual audit requests, among other internal and external stakeholders' requests. Conducts research, collects data and evolves reporting dashboards to improve division performance, understanding of clinical and financial metrics and variances to budgeted goals. Analyzes information using a variety of statistical methods and tools looking for patterns in data. Utilizes cross-functional Well Care knowledge to help train and educate other analysts and internal stakeholders. 1.2 50% Financial Scorecards, Benchmarking Projects, and Metrics: Creates and improves forward-looking forecasting capabilities by streamlining financial data from Workday, EMR Software and industry trends. Employs financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions. Conducts extensive research and analysis of the financial and operational performance of the company and its service lines. Demonstrates ability to forecast detailed Month-end, Quarter end and Year end realistic financial estimations at any point by using current data and analysis. Facilitates knowledge transfer to Directors and Branch Managers on monthly financial reviews by improving current reporting dashboards and data visualization tools. Informs investment decisions by analyzing financial information to forecast business, industry, or economic conditions. Monitors operational and financial performance as well as fundamental economic, industrial, and corporate developments by analyzing information from financial publications and services, investment banking firms, government agencies, trade publications, company sources, or personal interviews. 1.3 10% Financial Health and Reporting: Develops insightful tools and forecasting tools to enable management teams to make strategic decisions timely. Reviews accuracy and proposes improvements for existing dashboards, reports and tools. Identifies business opportunities for process improvement, conceptualizes data and shares knowledge with the team through effective data output. Creates reporting solutions that enables managers to address issues, and creates, validates, and maintains detailed financial scorecards measuring the revenue generating and cost saving initiatives. Research and culls statistical information to determine any accidental financial harm within the company. Research technological advancements for data and financial analysis, data visualization and reporting. Develops repetitive and proper procedures for the use of database analytical tools while maintaining up-to-date databases to assist in streamlining financial reporting and analysis. Ensures high quality data is collected, and data integrity is maintained. Ensures Well Care Financials and supporting documentation contain auditable backup information and is filed in an appropriate and findable manner. ADDITIONAL REQUIREMENTS : In conjunction with the tasks listed above, the OFA will be required to demonstrate and manage the items below: 2.0 PRODUCTIVITY: Demonstrates the ability to use time effective and prioritize assigned duties Plans and prioritizes work activities for maximum productivity and efficiency. Initiates and completes work assignments in a self-directed manner with minimal need for constant supervision. Assures the completion of assignments within the scheduled time frame. Serves on committees and councils as assigned. 3.0 ATTENDANCE AND PUNCTUALITY Effectively manages personal work schedules so that agency operations are uninterrupted as demonstrated by: Provides proper notification of absences or tardiness. Takes action to prevent and/or minimize recurring absences or tardiness. Coordinates and schedules time off with other members of the team to ensure adequate staffing. Adjusts personal time schedule when requested to accommodate agency needs. Plans ahead so that personal requests for time off do not disrupt the workflow. 4.0 TEAMWORK, MISSIONS AND VALUES Demonstrates positive interpersonal relations in dealing with all members of the organization as demonstrated by: Communicates in a positive and productive manner. Demonstrates respect for team members. Manages stress and personal feelings without a negative impact on the team. Participates in community outreach activities that promote the goals and objectives of the agency. Responds to all employees and clients in a courteous, sensitive, and respectful manner. Maintains confidentiality in all areas in compliance with the agency's HIPAA policies and procedures. Maintains strict confidentiality in all areas of accounting. JOB SPECIFICATIONS Education: Bachelor's degree in Business Administration or related field, with a Concentration in accounting, finance or data analysis preferred. Licensure/Certifications: None. Experience: - Proven proficiency in spreadsheets, databases, financial software applications and commonly practices and procedures used withing the field of business analysis, accounting and financial analysis. - Understanding of Generally Accepted Accounting Principles. - 2-3 years experience in the field or related area preferred. - Excellent reporting, presenting and communication skills. - Ability to work with large datasets. - Proven analytical and financial modeling skills. - Strategic thinking and organizational skills. Essent. Technical/Motor-skills: Working knowledge of Word, Excel, Windows, E-mail, and skills basic phone skills. Working knowledge of Workday accounting software and Home Care Home Base Electronic Medical Records Software preferred. Interpersonal Skills: Teamwork and communication skills essential. Demonstrates positive interpersonal relations in dealing with all members of the team. Essent. Physical Requirements: Varied periods of sitting or standing, walking, lifting, and carrying files, reaching stooping, long periods of data entry. Essential Mental Abilities: Ability to concentrate frequent interruption, handle pressure of deadlines, good judgement, ability to follow procedures, ability to work independently. Essential Sensory Requirements: Visual acuity, touch, hearing. Exposure to Hazards: Office environment, toner for office machines, high pitch of printers and Other - Hours of Work: Minimum 40 hours week, 8 am - 5 pm, Monday through Friday. Evenings / weekends may be required during peak workloads or increase in volume.

Key Responsibilities Cost Accounting & Analysis * Maintain and update standard costs for materials, labor, and overhead in accordance with company policies * Analyze variances between standard and actual costs, including material usage, labor efficiency, and overhead absorption * Investigate cost variances and collaborate with cross-functional teams to identify root causes and corrective actions * Support month-end and year-end close activities related to manufacturing costs and inventory valuation Budgeting & Forecasting * Prepare and maintain manufacturing budgets, forecasts, and cost models * Support annual standard cost roll-ups and re-costing activities * Analyze budget vs. actual performance and provide actionable insights to management * Assist in capacity planning and labor cost forecasting Operational & Financial Support * Partner with Operations, Engineering, and Purchasing to evaluate cost reduction opportunities * Analyze the cost impact of engineering changes, process improvements, and supplier pricing changes * Support pricing, quoting, and margin analysis for new and existing products * Ensure accuracy of Bills of Materials (BOMs), routings, and labor standards from a cost perspective Reporting & Compliance * Develop and maintain cost reports, dashboards, and KPIs for manufacturing performance * Ensure compliance with standard cost accounting practices, internal controls, and audit requirements * Support internal and external audits related to inventory and cost accounting Qualifications Required * Bachelor's degree in Accounting, Finance, Business, or a related field * 3+ years of experience in manufacturing cost accounting or financial analysis * Strong knowledge of standard cost accounting methodologies * Experience analyzing material, labor, and overhead variances * Proficiency in ERP systems (e.g., JDE) * Advanced Excel skills (pivot tables, VLOOKUP/XLOOKUP, formulas) * Advanced skills in Power BI or other data visualization tools (construction of reports and usage) Preferred * Experience in discrete or job-shop manufacturing environments * Familiarity with Lean manufacturing and continuous improvement initiatives * Experience supporting pricing, quoting, or sales margin analysis Stanadyne is an equal opportunity employer and does not discriminate on the basis of race, religion, national origin, sex, gender, color, marital status, sexual orientation, disability, veteran status or any other protected class.