Finance representative jobs in Metairie, LA

GENERAL SUMMARY OF DUTIES: Financial Aid Representatives help guide students through the financial aid process; analyze and evaluate student financial needs to determine the best course of action; have a thorough knowledge of various federal, state and college financial aid packages and be able to refer potential candidates to the appropriate source; offer information and advice regarding eligibility criteria and responsibilities, help explain policies and provide guidance through the application process; responsible for tracking all financial aid documents during the process ESSENTIAL FUNCTIONS: · Interprets, implements and ensures the College is in compliance with state and federal agencies by maintaining a thorough knowledge of federal and state financial aid and veterans' affairs administration rules and regulations · Counsels and advises students concerning financial aid opportunities, application processes and financial management strategies; Educates students in the identification of all sources of financial aid available, including the requirements and regulations within programs · Effectively communicates to students the importance of submitting documentation for file completion; This can be in the form of calling the student, going to the classroom to retrieve the student and sometimes receiving authorization from the Director of Financial Aid to block the student from attending class · Determines eligibility and awards financial aid applicants utilizing various software packages; This includes processing applications and corrections, document tracking, completing the verification process, generating tracking and award notifications · Generates and prepares status and project reports for the financial aid and veterans' affairs program · Responds to student inquiries · Communicates with appropriate state and federal agencies to resolve any conflicting issues as needed · Works with Admissions to ensure that issues with enrolling students have been identified and resolved in a timely manner · Participates in the ‘Stitch in Meetings' - must provide all required documentation for review of files · Maintains responsibility for specific student portfolio group throughout the student's program · Works closely with the Business Office (if applicable) to ensure that all forms of monies are reconciled and files are resolved · Assists Corporate Office with the collection of funds and resolving verification issues in a timely manner · Scan all financial aid documents and send to Corporate Office · Run Expected Cash and Aged Report to assist in monitoring monies · Run daily ISIR Report to track possible issues with verification · Assist with the reconciliation of all Title IV programs EDUCATION: · Bachelor's Degree in Education, Finance, Business Administration or Accounting, preferred EXPERIENCE: · One (1) to three (3) years of increasingly responsible professional level administrative experience in a financial aid setting · Broad skills in financial aid methodology, financial aid software and federal regulations governing student financial aid programs preferred KNOWLEDGE: · Federal, local and state programs that provide financial assistance to students · Pertinent laws, rules and regulations such as Federal Title IV regulations · Various software programs and data systems as they relate to financial aid SKILLS: · Planning and organizational skills · Effective oral and written communication skills · Interpersonal skills including tact, patience and courtesy · Demonstrate analytical, organizational and supervisory skills ABILITIES: · Ensure timely and efficient delivery of student financial assistance to qualified applicants · Interpret federal and state financial aid regulations and determine appropriate course of action · Monitor and award federal and state financial aid programs · Gather, compile and analyze data and prepare reports · Establish and maintain effective working relationships with faculty, staff, students and administration · Perform consistently under the pressure of deadlines and other administrative demands · Work cooperatively with others

Job DescriptionBenefits: Stipend Retirement Bonus based on performance Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the winning team at the Habetz Network of Northwestern Mutual (NM)! Our Network, recognized as a top workplace in New Orleans and beyond, has been honored with several prestigious awards, including New Orleans Top Workplaces 2024 and Reader Rankings Best Insurance Company 2023. Our leadership shines, with our Managing Partner and Executive Director of Recruitment and Selection nominated for Women of the Year Honorees in 2023. We are significantly investing in growth through the development of new internal leaders. Our thriving offices are located: New Orleans: 111 Veterans Memorial Blvd. Ste 940 Metairie, LA 70005 Mandeville: 1130 W Causeway Approach Mandeville, LA 70471 About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree in finance, business, or a related field is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Additionally, we offer a first year stipend that is earned on controllable factors, ensuring an income if you put in the work and meet the positions requirements. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Our 3 Uniques: What Sets Us Apart Development: World-class coaching and mentoring at both local and national levels, supporting growth throughout your career. Relationships: A highly engaged, supportive culture that values connection and collaboration. Northwestern Mutual: Financial strength, a unique mutual structure, an exclusive distribution system, and a proven planning process for lasting impact. We are deeply committed to making a positive impact in the community by passionately supporting several remarkable initiatives: Womens Leadership Academy: Inspiring inclusion through International Womens Day panels and empowering young women through leadership programs. Alexs Lemonade Stand Foundation: Supporting childhood cancer research and families affected by it. University of New Orleans Alumni Association: Actively engaging with alumni to foster community connections. DOD SkillBridge Program: Supporting military members transitioning to civilian careers. Salvation Army: Contributing to their mission of helping those in need. In addition to local recognition, The Habetz Network has earned national accolades, including: Top 100 Internship by WayUp Glassdoors Best-Led Companies Best Overall Life Insurance Company by Time Stamped Worlds Most Admired by Fortune Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** Meet Some of Our Local Leaders, the Heartbeat of Our Business: Avril Habetz, Managing Partner: How long with NM? 17 years. Previous job/career/business experience? Retail background as a manager of a local gift shop and Banana Republic. Passionate about outside of work? Mom of 4, married for 16 years to Dr. Vandon Habetz from Lafayette, LA. Oldest of 6 and a former high school athlete. Loves being involved in the board of the Council of Catholic School Cooperative Clubs, helping all parent clubs in the Catholic school system, enjoying her growing family, traveling to new places, and attending any and all sporting events. Matt Malbrough, Wealth Management Advisor: How long with NM? 12 years. Previous job/career/business experience? Former intern, worked in furniture sales. Passionate about outside of work? Loves to run, enjoys the outdoors, father of 2, and is actively involved in his church. Amanda Roark, Associate Development Officer: How long with NM? 10 years. Previous job/career/business experience? Former intern, worked as a P&C servicing representative. Passionate about outside of work? Former high school athlete, mom of 2, loves trivia, traveling, and is a big fan of Premier League soccer. Bryant Boudreaux, Financial Advisor: How long with NM? 6 years. Previous job/career/business experience? Former intern, worked as a bartender. Passionate about outside of work? Former high school athlete, engaged, loves spending time with friends and family experiencing NOLA culture, playing golf, and cheering for LSU & the Saints. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Avril Habetz is a General Agent of NM. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries. Flexible work from home options available.

Northwestern Mutual, one of the “World's Most Admired” companies according to FORTUNE magazine, has helped clients achieve financial security for more than 157 years. The company focuses solely and directly on its clients and seeks to deliver consistent and dependable value to them over time. Northwestern Mutual and its subsidiaries offer a holistic approach to financial security solutions including: life insurance, long-term care insurance, disability insurance, annuities, investment products, and advisory products and services. Our Northwestern Mutual offices in the Greater New Orleans area rapidly expanding and currently seeking energetic financial sales representatives to continue our ambitious growth plan serving the Greater New Orleans, Covington, Mandeville, Slidell and Hammond areas. Northwestern ranks #114 on Fortune's 500, was named the “World's Most Admired” life insurance by FORTUNE magazine, "Best Place to Launch a Career" by BusinessWeek, and recognized as one of the best places to work in America by Glassdoor.com. Job Description Build a practice from the ground up with support from mentors and training tools. Guide clients through a financial planning process, which reflects our belief that over a lifetime, most people will experience many different financial needs and circumstances. After assessing your clients' needs, you will recommend and provide insurance and investment solutions to help meet their financial security goals. Additional Information Northwestern Mutual is annually honored as one of the “World's Most Admired Companies” in the life insurance industry according to FORTUNE Magazine's annual survey. Since 1983, FORTUNE magazine has surveyed industry executives and analysts 38 times to identify the companies that are among the “Most Admired” in their industry, 38 times, Northwestern Mutual has earned that distinction. Northwestern Mutual is annually ranked as one of the “50 Best Companies to Sell For” by Selling Power Magazine and recognizes as the best company to sell for in the financial services industry. Business Week recently recognized Northwestern Mutual as one of the “Best Places to Launch a Career”. Northwestern Mutual named “Best Places to Work” by Glassdoor.com (Ranking #1 in our industry). Ranking organizations that excel at training and leadership development, Training magazine ranked Northwestern Mutual among its “Training Top 125”. Ranked among the Top 10 independent broker-dealers as measured by total revenues by the leading investment industry publications: Investment News; Financial Advisor magazine; Financial Planning magazine; Investment Advisor magazine. All your information will be kept confidential according to EEO guidelines.

Job Description Blue Cliff College is seeking a Financial Aid Representative. Financial Aid Representatives help guide students through the financial aid process, analyze and evaluate student financial needs to determine the best course of action, have a thorough knowledge of various federal, state, and college financial aid packages, and be able to refer potential candidates to the appropriate source. In addition the person in this position will offer information and advice regarding eligibility criteria and responsibilities, help explain policies, provide guidance through the application process, and is responsible for tracking all financial aid documents during the process. JOB DUTIES Interprets, implements, and ensures the College complies with state and federal agencies by maintaining a thorough knowledge of federal and state financial aid and Veterans Affairs Administration rules and regulations. Counsels and advises students concerning financial aid opportunities, application processes, and financial management strategies; Educates students in the identification of all sources of financial aid available, including the requirements and regulations within programs. Effectively communicates to students the importance of submitting documentation for file completion. This can be in the form of calling the student, going to the classroom to retrieve the student, and sometimes receiving authorization from the Director of Financial Aid to block the student from attending class. Determines eligibility and awards financial aid applicants utilizing various software packages. This includes processing applications and corrections, document tracking, completing the verification process, generating tracking. and award notifications Generates and prepares status and project reports for the financial aid and veterans' affairs program. Responds to student inquiries. Communicate with appropriate state and federal agencies to resolve any conflicting issues as needed. Works with Admissions to ensure that issues with enrolling students have been identified and resolved in a timely manner. Participates in the ‘Stitch in Meetings' - must provide all required documentation for review of files. Maintains responsibility for specific student portfolio groups throughout the student program. Works closely with the Business Office (if applicable) to ensure that all forms of monies are reconciled and files are resolved. Assists the Corporate Office with the collection of funds and resolving verification issues in a timely manner. Scan all financial aid documents and send them to the Corporate Office. Run Expected Cash and Aged Reports to assist in monitoring monies. Run daily ISIR Report to track possible issues with verification. Assist with the reconciliation of all Title IV programs. Other duties as assigned. QUALIFICATION REQUIREMENTS Bachelor's Degree in Education, Finance, Business Administration, or Accounting preferred. One (1) to three (3) years of increasingly responsible professional-level administrative experience in a financial aid setting. Broad skills in financial aid methodology, financial aid software, and federal regulations governing student financial aid programs preferred. Knowledge of federal, local, and state programs that provide financial assistance to students. Knowledge of pertinent laws, rules, and regulations such as Federal Title IV regulations. Various software programs and data systems as they relate to financial aid. Planning and organizational skills. Effective oral and written communication skills. Interpersonal skills including tact, patience, and courtesy. Demonstrate analytical, organizational, and supervisory skills Ensure timely and efficient delivery of student financial assistance to qualified applicants. Interpret federal and state financial aid regulations and determine appropriate course of action. Monitor and award federal and state financial aid programs. Gather, compile, and analyze data and prepare reports. Establish and maintain effective working relationships with faculty, staff, students, and administration. Perform consistently under the pressure of deadlines and other administrative demands. Work cooperatively with others. COMPENSATION In the spirit of pay transparency, we can share that the pay range for this position is $40,000-$50,000 annually, commensurate with experience. Please keep in mind that this range is the base pay only and does not consider other components that make up the total rewards package for the position. If you are hired, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range. COMPANY OVERVIEW Education Management, Inc. (dba Blue Cliff College) is committed to preparing students to function proficiently in a competitive society in the career of their choice and to create within them an awareness of professional and social responsibility, along with an appreciation of principles of ethical conduct. Blue Cliff College employs a diverse team of individuals dedicated to inspiring students to strive for excellence and to achieve maximum personal potential. We offer an excellent salary and benefits package, as well as a business casual work environment and flexible work schedule because we understand your personal life is as important as your professional life. If you're dedicated and ready to work for an organization that cares about you, please apply online. BENEFIT PROGRAM Featured benefits for full-time team members include: Health, dental, and vision insurance Life and disability insurance Critical illness, accident, and hospital indemnity insurance Pet insurance and pet discount program 401(k) plan Paid time off Equal Opportunity Employment Blue Cliff College and Current HR ("organizations") provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, the organizations comply with applicable state and local laws governing nondiscrimination in employment in every location in which it has operations. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, and compensation. Powered by JazzHR AZyU132IYm

Magnolia Wealth Strategies - A Mass Mutual firm, is a Full-scale, Independent Financial firm, with advisors and offices throughout 4 states. Our firm takes a more holistic approach when doing business. We offer an extensive variety of products to help meet the financial needs of clients and business owners. Services include but not limited to, Property and Casualty Insurance, Life insurance, Disability Income Insurance, Long Term Care, Annuities, Group Benefit's, Financial Planning, Estate Planning, Wealth Management and much more. MUST BE LOCATED IN LOUISIANA, MISSISSIPPI, ALABAMA, GULF NORTH-WEST FLORDIA. * This is a production-based, business owner opportunity Mass Mutual- Recognized as a 2020 World's Most Ethical Companies Score of 100 on the Human Rights Campaign Corporate Equality Index 2020 Diversity Best Practices Inclusion Index Company 2019 Military Friendly Employee TOP 7 BROKER-DEALER Qualities Willingness to learn Strong communication and relationship building skills with a focus on putting people first Problem solver. A strong relationship-builder who takes a people-first approach A dedicated individual: independent, self-motivated and goal-oriented A leader, coach, and mentor Successful sales experience Ability to listen and obtain knowledge of products and service Believer in the products you are selling We will help you by providing… Leadership support, business advice and guidance Opportunities for collaboration and mentorship Cutting edge technologies, making it seamless when doing business A supportive environment that sees collaboration as key to success Training and tools Vast variety of products and services Allowing you the ability to grow your practice your way. Qualifications Bachelor's Degree or work related experience. State insurance licensed - Life, Accident, and Health, or willingness to get licensed . Excellent financial, analytical, and critical-thinking skills. Ability to problem solve to reach resolution The ability to collaborate with others and Independently Strong written and verbal communications skills Series 6/7 , preferred, not required MUST BE LOCATED IN LOUISIANA, MISSISSIPPI, ALABAMA, GULF NORTH-WEST FLORDIA. * Pay and Benefits 401(k)/ 401(k) matching Full scale, Health and Wellness insurance (Health, Dental, vision, Life+) Professional development assistance Bonus and Incentives Business owner Opportunity

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.

**About Us** At ENFRA, we blend a rich history with a forward-looking vision. With over 100 years of experience, we are a pillar of stability in the energy infrastructure industry and a leader in innovative energy solutions. Our commitment to leveraging emerging technologies ensures that we remain at the forefront of the Energy-as-a-Service sector. We believe in growth-not just for our business, but for our people. Our team members have the opportunity to advance their careers in a supportive environment that values continuous learning and development. We embrace innovation and encourage creative problem solving to tackle the energy infrastructure and energy challenges of tomorrow. Inclusion is at the heart of our culture. We strive to create a workplace where every voice is heard and valued, fostering a collaborative environment where diverse perspectives drive our success. Join us to be part of a legacy of excellence and a future of groundbreaking advancements. At ENFRA, stability, innovation, and growth are more than just values-they are the pillars of our continued success. **Overview** The ENFRA Intern's primary purpose is to be given opportunities for practical skills, workplace experience, and greater knowledge in the energy industry. The Intern upholds ENFRA's owner advocacy philosophy and organizational core values. **Responsibilities** Candidate will be responsible for working with a financial analyst to provide support to various functions throughout the Development Finance team. Specific responsibilities include: + Supporting Financial Modeling team with the following: Auditing, financial modeling, creating financial performance models. + Researching prospective clients. + Customer Credit Analysis + Evaluating debt structures + Tracking market activity + Support client and/or investor interaction + Other responsibilities as needed + Communicate in a professional and productive manner. **Qualifications** **Minimum Qualifications** + Currently working towards a Bachelor of Science degree in Finance, Energy or similar. + Advanced excel skills + Computer literate; knowledge of applicable software + Possess an in-depth knowledge of analytical skills + Ability to identify and evaluate options, implement solutions and resolve complex problems. + Strong written and oral communication skills. **Preferred Education, Experience, and Qualifications** + Not applicable. **Travel Requirements** + Minimal Travel Required **Physical/Work Environment Requirements** + The ability to sit and or stand for long periods of time at a desk. + The ability to walk, sit, stand, and climb on job sites as needed. + The ability to lift up to 15lbs. ENFRA is proud to be an Equal Opportunity Employer of Minorities, Women, Protected Veterans, and Individuals with Disabilities, and participates in the e-Verify program. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, age, sexual orientation, gender identity, national origin, veteran status, disability, or any other classification protected by law. Submit a Referral (****************************************************************************************************************** **Job Locations** _US-LA-Metairie_ **ID** _2025-8510_ **Category** _Administrative_ **Position Type** _Intern_ **Remote** _No_

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.

Job Description PRIMARY FUNCTION As a Financial Service Representative II/Teller, you will be the face of our institution, providing exceptional service to our members while efficiently handling financial transactions. This role goes beyond traditional teller duties, incorporating digital banking support, account services, and opportunities to enhance the member experience. DUTIES AND RESPONSIBILITIES Assist members with financial transactions, including deposits, withdrawals, transfers, and loan payments. Provide accurate and efficient processing of transactions while ensuring compliance with policies and procedures. Deliver excellent customer service by addressing member inquiries, resolving concerns, and offering financial solutions. Promote credit union products and services by identifying member needs and cross-selling appropriate solutions. Assist with opening new accounts, including savings, checking, and certificates, as well as loan applications. Process instant issue debit card requests and support digital banking inquiries. Maintain a secure, organized, and professional workspace. Adhere to all security, compliance, and confidentiality policies to protect member information. Support lobby management by assisting members and directing them to the appropriate department or representative. Other duties as assigned by the supervisor. BENEFITS Competitive salary Health, dental, and vision insurance Retirement savings plan Paid time off and holidays Ongoing training and professional development opportunities The ideal candidate will have strong customer service skills, excellent communication skills, and a passion for helping others. Previous experience in a financial institution is preferred but not required. A high school diploma or equivalent is necessary for this position. If you are motivated, detail-oriented, and eager to grow in the financial industry, we encourage you to apply!

Job DescriptionBenefits: Stipend Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Leverage Your Oil & Gas Experience for a Rewarding Career with the Wheeler District - Northwestern Mutual! Build Direct Client Relationships: Professionals from the oil and gas industry excel in fast-paced, high-stakes environments where precision and trust matter. In financial services, you could apply those same skills, working directly with clients to craft personalized financial strategies that deliver long-term results. Make a Meaningful Impact: Use your problem-solving mindset and analytical background to help individuals and families plan for their future. Whether its managing investments, planning for retirement, or navigating uncertain markets, your ability to assess complex situations will empower clients to make confident financial decisions. Unlimited Growth Potential: Oil and gas professionals understand what it takes to succeed in dynamic industries. Here, your determination and work ethic directly drive your success. With support, mentorship, and a proven system, your career growth is in your hands. A Rewarding Career Path: Transition into a field where you could build lasting relationships, create meaningful outcomes, and make an impact, using your industry expertise to help clients secure their financial futures. Our thriving office is located at: 1 Smart Way Suite 101, Baton Rouge, LA 70810 Meet Our Team: Chris McGhee, Financial Advisor: How long with NM? Since July 2009 as an intern; went full-time in January 2010. Previous job/career/business experience? College baseball player at LSU. Passionate about outside of work? Chris is passionate about his kids, Camden (9) and Collins (6), his faith in Christ, coaching youth baseball, and continuously growing in all aspects of life, especially through building meaningful relationships. Ben Wheeler, Financial Representative & Market Leader: How long with NM? 24 years, started as an intern before going full-time. Previous job/career/business experience? Only had different college jobs before joining NM. Passionate about outside of work? Family is Ben's main priority. Hes been passionate about golf since childhood and spends weekends with his family at their lake house, enjoying the outdoors. Madison Welch, Talent Director: How long with NM? 2 years. Previous job/career/business experience? Elementary school teacher specializing in ESL and Reading. Passionate about outside of work? Family is Madisons main priority. She has a love for reading and often finds herself diving into a good book whenever she has free time. Taylor Dodge, Financial Representative: How long with NM? Intern in 2010, full-time in September 2013. Previous job/career/business experience? Worked at Cutco before becoming an intern. Passionate about outside of work? Taylor enjoys hanging out with his wife and best friends. Hes passionate about golfing, hunting, and fishing, and appreciates that his career allows him the time and resources to pursue all three at a high level. About Us: At the Wheeler District of Northwestern Mutual (NM), were proud to be part of a nationally recognized network known for excellence, leadership, and community impact. Named Reader Rankings Best Insurance Company of 2023 and consistently honored as a top workplace in Louisiana and beyond, were driven by a culture of growth and purpose. We invest in developing future leaders while passionately supporting causes close to our hearts, including the Womens Leadership Academy, Alexs Lemonade Stand Foundation, the DOD SkillBridge Program, and the Salvation Army. With national honors such as WayUps Top 100 Internship, Glassdoors Best-Led Companies, and Fortunes Worlds Most Admired, were more than a financial firm, were a force for good. Join the winning team. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is highly preferred, but not required. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Position Perks: Significant bonus opportunity commensurate with outcomes Dental insurance Health insurance Life insurance Retirement plan Vision insurance Ongoing professional development Local culture of support and positive recognition Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ben Wheeler is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Job DescriptionAbout The Strickland Group The Strickland Group is a family-driven, vision-first insurance and financial services agency backed by a major national carrier. We combine modern technology, AI-assisted systems, and real human connection to change how families protect their futures. Our mission is simple: serve people and leave them better than we found them. Why this role is different This isn't a corporate seat - it's a pathway to ownership. You're building your own book of business with the support, training, and infrastructure of a proven organization. We specialize in life insurance, mortgage protection, final expense, and retirement solutions, helping middle-America families create generational wealth. What you'll do - Call and connect with warm leads who have requested information. - Conduct virtual or in-person appointments to understand clients' goals. - Present tailored insurance and financial protection solutions. - Submit applications, follow up with carriers, and serve clients long-term. What we provide - Remote, flexible schedule (full-time or part-time). - Commission-only structure with uncapped earning potential. - World-class training, mentorship, and personal development culture. - Clear path to build and grow your own agency if desired. Who this is for - Self-motivated, coachable individuals with strong integrity. - People who want more time, freedom, and income than a traditional W-2 job. - Those who are serious about personal growth and breaking generational poverty. Compensation is 100% commission with scalable income based on activity, skill, and leadership development.

Please note: This internship position will not start until January 2026. We are currently accepting applications for a future start date. Our paid internship program is designed to accomplish three things: 1) provide the intern an opportunity to work with a team on a relevant project(s) within our Financial Audit Services section, 2) formally train and develop their skills, and 3) provide him/her with a realistic preview of what full-time employment is like as a staff auditor. Responsibilities Job Distinctions The Financial Audit Intern position differs from the Financial Staff Auditor I position by the obligation to rapidly expand knowledge and skills in the application of professional standards and by the level of technical work performed. Ot Examples of Work/Skills Demonstrate the ability to effectively communicate with supervisors, co-workers, and auditee personnel. Demonstrate the ability to follow instructions and accept constructive feedback from supervisors. Analyze information and data to evaluate agency financial activities in relation to statutes, regulations, fiscal rules, generally accepted accounting principles, and standards of program efficiency and effectiveness. Demonstrate appropriate attention to detail. Organize audit documentation in a logical order that can be easily followed by supervisors and other members of the audit team. Seek supervisor guidance in applying judgment in a manner commensurate with experience. Accept responsibility for actions. Adhere to LLA standards of conduct and protocols. Maintain a positive, constructive attitude and works well with others. Maintain confidentiality of client information. Perform other tasks as assigned by a supervisor. Other Duties & Responsibilities The above statements are intended to describe the general nature and level of the work being performed by individuals assigned to this position. They are not an exhaustive list of all duties and responsibilities associated with it. The absence of specific statements of duties does not exclude those tasks from the position if the work is similar, related to, or a logical assignment for the position. Qualifications O Minimum Qualifications Completion of 12 hours in Accounting. Minimum 2.5 grade point average (GPA). Work a minimum of 15-20 hours per week. Please visit our career site at *************** or apply directly for this position by creating a profile and uploading the following information to ********************************************* Resume Cover letter Official or Unofficial College transcripts

Please note: This internship position will not start until January 2026. We are currently accepting applications for a future start date. Our paid internship program is designed to accomplish three things: 1) provide the intern an opportunity to work with a team on a relevant project(s) within our Financial Audit Services section, 2) formally train and develop their skills, and 3) provide him/her with a realistic preview of what full-time employment is like as a staff auditor. Responsibilities Job Distinctions The Financial Audit Intern position differs from the Financial Staff Auditor I position by the obligation to rapidly expand knowledge and skills in the application of professional standards and by the level of technical work performed. Ot Examples of Work/Skills Demonstrate the ability to effectively communicate with supervisors, co-workers, and auditee personnel. Demonstrate the ability to follow instructions and accept constructive feedback from supervisors. Analyze information and data to evaluate agency financial activities in relation to statutes, regulations, fiscal rules, generally accepted accounting principles, and standards of program efficiency and effectiveness. Demonstrate appropriate attention to detail. Organize audit documentation in a logical order that can be easily followed by supervisors and other members of the audit team. Seek supervisor guidance in applying judgment in a manner commensurate with experience. Accept responsibility for actions. Adhere to LLA standards of conduct and protocols. Maintain a positive, constructive attitude and works well with others. Maintain confidentiality of client information. Perform other tasks as assigned by a supervisor. Other Duties & Responsibilities The above statements are intended to describe the general nature and level of the work being performed by individuals assigned to this position. They are not an exhaustive list of all duties and responsibilities associated with it. The absence of specific statements of duties does not exclude those tasks from the position if the work is similar, related to, or a logical assignment for the position. Qualifications O Minimum Qualifications Completion of 12 hours in Accounting. Minimum 2.5 grade point average (GPA). Work a minimum of 15-20 hours per week. Please visit our career site at *************** or apply directly for this position by creating a profile and uploading the following information to ********************************************* Resume Cover letter Official or Unofficial College transcripts

Full-time Description Perform various back-office functions that support and maintain Consumer Digital Banking operations, including bank customer set up, support and troubleshooting. Assists with new system and process implementations. Location: This position may be in-person in office at a location on the Southshore or Northshore depending on a variety of factors including but not limited to candidates' geographical preference and company office space availability. Responsibilities Perform all functions and provide support for all systems, products and services relating to Digital (Internet) Banking, mobile banking, and Bill Pay including setting up new Digital Banking customers, resetting passwords, report review and troubleshooting. Professionally answer telephone calls and respond to Digital Banking Support Messages and emails to troubleshoot and resolve issues related to Digital Banking products quickly and efficiently utilizing Digital Banking back-office systems and Core Banking system Redirect non-Retail Digital Banking Messages to applicable Departments. Perform all Bill Payment functions for Consumer and Business iPay Bill Pay Perform all Zelle functions for Consumer and Business Digital Banking Maintain failed eStatement processes and notification system; run eStatement Delivery Process from Q2 Central back-office system and Foxtrot Review and input limit override requests for Mobile Deposit, Transfers, Zelle, and Bill Payment Perform fraud review processes and take appropriate action Assist with various Digital Corporate Banking customers Process change of address and contact information requests Stay up to date on various Regulations and processes regarding Digital Banking Review and work various Digital Banking, Bill Pay and Zelle reports Assist with upgrades and implementations new Digital systems, services, and processes Requirements Skills/Experience/Education High school diploma or equivalent 2 years experience in Digital (Electronic) Banking products Proficient on computer and mobile phone (Internet, smartphone apps, Bank applications) Excellent customer service skills Excellent communication skills Attention to detail Accuracy Neatness Punctual Organized Adhere to deadlines Essential Mental & Physical Requirements Ability to travel if required to perform the essential job functions. Ability to work under stress and meet deadlines. Ability to read and interpret a document if required to perform the essential job functions. Prolonged periods of sitting at a desk and working on a computer may be required. Ability to lift/move/carry approximately 15 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division any “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement. Gulf Coast Bank & Trust Company and its subsidiaries is committed to a diverse and inclusive workforce. We are committed to equal employment opportunities without regard to race, color, genetic information, religion, sex, affectional or sexual orientation, gender identity or expression, age, marital status, military and veteran status, physical and mental disability, and any other characteristic protected by applicable law. We believe in attracting, retaining, and promoting quality talent and recognize that our diversity is critical to the success of the company.

Job DescriptionBenefits: 401(k) matching Bonus based on performance Competitive salary Employee discounts Health insurance Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Cliff Ourso - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Provide clients with financial planning and investment advice. Assist clients with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Strong analytical and communication skills. FINRA Series 7 and 63 licenses preferred.

Job description As human beings we have a strong intrinsic need for safety and security. It could be said that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even stronger communities. Magnolia Wealth Strategies, is a Full-scale, Hybrid Independent Financial firm, with advisors and offices throughout 4 states. Our firm takes a more holistic approach in how we do business. We offer an extensive variety of products to help meet the financial needs of clients and business owners. If your idea of a dream career combines business ownership with the opportunity to create impact, you may have just landed on a winning combination. As a Financial Services Professional, you will work directly with real people pursuing real dreams and facing real challenges as they prepare for long-term financial freedom. Mass Mutual- Recognized as a 2020 World's Most Ethical Companies Score of 100 on the Human Rights Campaign Corporate Equality Index 2020 Diversity Best Practices Inclusion Index Company 2019 Military Friendly Employee TOP 7 BROKER-DEALER Qualities Willingness to learn Strong communication and relationship building skills with a focus on putting people first Problem solver. A strong relationship-builder who takes a people-first approach A dedicated individual: independent, self-motivated and goal-oriented A leader, coach, and mentor Successful sales experience Ability to listen and obtain knowledge of products and service Believer in the products you are selling We will help you by providing… Leadership, support, Mentorship and guidance Training, tools and resources to scale Opportunities for collaboration and teaming Cutting edge technologies, making it seamless when doing business A supportive environment that sees collaboration as key to success Vast variety of products and services Allowing you the ability to grow your practice your way. Qualifications High school Diploma SIE, preferred, not required Must be willing to obtain 7, 66 State insurance licensed - Life and Health, or willingness to get licensed . Sale's based mindset Ability to go after niche markets and network. Problem solver Motivated to help others The ability to collaborate with others and Independently Willingness to communications, and follow processes and procedures Motivated MUST BE LOCATED IN LOUISIANA, MISSISSIPPI, ALABAMA, GULF NORTH-WEST FLORDIA. * Pay and Benefits Production based, un-capped earnings Business owner opportunity Health and Wellness benefits 401K with matching Professional Development 401(k)/ 401(k) matching Full scale, Health and Wellness insurance (Health, Dental, vision, Life+) Professional development assistance Bonus and Incentives Business owner Opportunity

Job DescriptionBenefits: Stipend Retirement Bonus based on performance Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the winning team at the Habetz Network of Northwestern Mutual (NM)! Our Network, recognized as a top workplace in New Orleans and beyond, has been honored with several prestigious awards, including New Orleans Top Workplaces 2024 and Reader Rankings Best Insurance Company 2023. Our leadership shines, with our Managing Partner and Executive Director of Recruitment and Selection nominated for Women of the Year Honorees in 2023. We are significantly investing in growth through the development of new internal leaders. Our thriving offices are located: New Orleans: 111 Veterans Memorial Blvd. Ste 940 Metairie, LA 70005 Mandeville: 1130 W Causeway Approach Mandeville, LA 70471 About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree in finance, business, or a related field is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Additionally, we offer a first year stipend that is earned on controllable factors, ensuring an income if you put in the work and meet the positions requirements. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Our 3 Uniques: What Sets Us Apart Development: World-class coaching and mentoring at both local and national levels, supporting growth throughout your career. Relationships: A highly engaged, supportive culture that values connection and collaboration. Northwestern Mutual: Financial strength, a unique mutual structure, an exclusive distribution system, and a proven planning process for lasting impact. We are deeply committed to making a positive impact in the community by passionately supporting several remarkable initiatives: Womens Leadership Academy: Inspiring inclusion through International Womens Day panels and empowering young women through leadership programs. Alexs Lemonade Stand Foundation: Supporting childhood cancer research and families affected by it. University of New Orleans Alumni Association: Actively engaging with alumni to foster community connections. DOD SkillBridge Program: Supporting military members transitioning to civilian careers. Salvation Army: Contributing to their mission of helping those in need. In addition to local recognition, The Habetz Network has earned national accolades, including: Top 100 Internship by WayUp Glassdoors Best-Led Companies Best Overall Life Insurance Company by Time Stamped Worlds Most Admired by Fortune Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** Meet Some of Our Local Leaders, the Heartbeat of Our Business: Avril Habetz, Managing Partner: How long with NM? 17 years. Previous job/career/business experience? Retail background as a manager of a local gift shop and Banana Republic. Passionate about outside of work? Mom of 4, married for 16 years to Dr. Vandon Habetz from Lafayette, LA. Oldest of 6 and a former high school athlete. Loves being involved in the board of the Council of Catholic School Cooperative Clubs, helping all parent clubs in the Catholic school system, enjoying her growing family, traveling to new places, and attending any and all sporting events. Matt Malbrough, Wealth Management Advisor: How long with NM? 12 years. Previous job/career/business experience? Former intern, worked in furniture sales. Passionate about outside of work? Loves to run, enjoys the outdoors, father of 2, and is actively involved in his church. Amanda Roark, Associate Development Officer: How long with NM? 10 years. Previous job/career/business experience? Former intern, worked as a P&C servicing representative. Passionate about outside of work? Former high school athlete, mom of 2, loves trivia, traveling, and is a big fan of Premier League soccer. Bryant Boudreaux, Financial Advisor: How long with NM? 6 years. Previous job/career/business experience? Former intern, worked as a bartender. Passionate about outside of work? Former high school athlete, engaged, loves spending time with friends and family experiencing NOLA culture, playing golf, and cheering for LSU & the Saints. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Avril Habetz is a General Agent of NM. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries. Flexible work from home options available.

About Us At ENFRA, we blend a rich history with a forward-looking vision. With over 100 years of experience, we are a pillar of stability in the energy infrastructure industry and a leader in innovative energy solutions. Our commitment to leveraging emerging technologies ensures that we remain at the forefront of the Energy-as-a-Service sector. We believe in growth-not just for our business, but for our people. Our team members have the opportunity to advance their careers in a supportive environment that values continuous learning and development. We embrace innovation and encourage creative problem solving to tackle the energy infrastructure and energy challenges of tomorrow. Inclusion is at the heart of our culture. We strive to create a workplace where every voice is heard and valued, fostering a collaborative environment where diverse perspectives drive our success. Join us to be part of a legacy of excellence and a future of groundbreaking advancements. At ENFRA, stability, innovation, and growth are more than just values-they are the pillars of our continued success. Overview The ENFRA Intern's primary purpose is to be given opportunities for practical skills, workplace experience, and greater knowledge in the energy industry. The Intern upholds ENFRA's owner advocacy philosophy and organizational core values. Responsibilities Candidate will be responsible for working with a financial analyst to provide support to various functions throughout the Development Finance team. Specific responsibilities include: Supporting Financial Modeling team with the following: Auditing, financial modeling, creating financial performance models. Researching prospective clients. Customer Credit Analysis Evaluating debt structures Tracking market activity Support client and/or investor interaction Other responsibilities as needed Communicate in a professional and productive manner. Qualifications Minimum Qualifications Currently working towards a Bachelor of Science degree in Finance, Energy or similar. Advanced excel skills Computer literate; knowledge of applicable software Possess an in-depth knowledge of analytical skills Ability to identify and evaluate options, implement solutions and resolve complex problems. Strong written and oral communication skills. Preferred Education, Experience, and Qualifications Not applicable. Travel Requirements Minimal Travel Required Physical/Work Environment Requirements The ability to sit and or stand for long periods of time at a desk. The ability to walk, sit, stand, and climb on job sites as needed. The ability to lift up to 15lbs. ENFRA is proud to be an Equal Opportunity Employer of Minorities, Women, Protected Veterans, and Individuals with Disabilities, and participates in the e-Verify program. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, age, sexual orientation, gender identity, national origin, veteran status, disability, or any other classification protected by law.

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College 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 to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.